Dynamic Financial Group Portfolio Holdings by Sector
Dynamic Financial Group
- $98.5 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SGOV IWF IWD IEFA EFG VBR SLYG IWP 31 stocks |
$77.2 Million
79.2% of portfolio
|
31
|
- |
31
|
- |
0
Calls
0
Puts
|
|
$4.65 Million
4.78% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Telecom Services | Communication Services
VZ T 2 stocks |
$4.4 Million
4.52% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.64 Million
1.68% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
PFE 1 stocks |
$1.57 Million
1.61% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
PECO IVT 2 stocks |
$1.11 Million
1.14% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.05 Million
1.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$968,981
0.99% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$696,783
0.72% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$541,936
0.56% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$471,766
0.48% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
CASY 1 stocks |
$399,760
0.41% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL 1 stocks |
$354,712
0.36% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$277,034
0.28% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$276,575
0.28% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$273,680
0.28% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$263,047
0.27% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$259,372
0.27% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$233,622
0.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$229,761
0.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
DECK 1 stocks |
$217,831
0.22% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$215,098
0.22% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
NUV 1 stocks |
$161,797
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|