Dynamic Wealth Strategies, LLC Purchases in Q1 2025

Dynamic Wealth Strategies, LLC

  • $119 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EWU
Ishs Msci Utd Kingdom ETF

ETFs
30.9K
New
$33.37 - $38.01 $1.03M - $1.17M
30.9K $1.16M
VO
Vanguard Mid Cap ETF

ETFs
3.56K
New
$251.87 - $277.95 $897K - $990K
3.56K $920K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
8.69K
+ 11.92%
$44.68 - $46.49 $388K - $404K
81.6K $3.78M
EWJ
Ishares Msci Japan ETF

ETFs
6K
+ 44.21%
$65.24 - $71.7 $391K - $430K
19.6K $1.34M
IEF
Ishares Barclays

ETFs
1.02K
+ 0.95%
$91.17 - $95.39 $92.5K - $96.8K
108K $10.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
912
+ 0.76%
$71.17 - $73.66 $64.9K - $67.2K
121K $8.92M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
399
New
$442.66 - $534.52 $177K - $213K
399 $212K
REZ
Ishares Tr Residential And Mul

ETFs
2.43K
New
$78.21 - $88.48 $190K - $215K
2.43K $210K
XLV
Select Sector Spdr Fund Health

ETFs
1.16K
+ 26.56%
$137.61 - $149.68 $159K - $173K
5.51K $804K
VNQ
Vanguard Specialized Funds Van

ETFs
2.26K
New
$85.55 - $94.34 $193K - $213K
2.26K $204K
PINS
Pinterest, Inc.

Communication Services
6.24K
New
$29.79 - $40.0 $186K - $249K
6.24K $193K
KLAC
Kla Corp

Technology
283
New
$636.62 - $777.63 $180K - $220K
283 $192K
DPZ
Dominos Pizza Inc

Consumer Cyclical
397
New
$402.33 - $489.71 $160K - $194K
397 $182K
MDT
Medtronic PLC

Healthcare
1.98K
New
$79.84 - $94.5 $158K - $187K
1.98K $177K
JNJ
Johnson & Johnson

Healthcare
1K
New
$142.06 - $167.7 $143K - $168K
1K $166K
TXN
Texas Instruments Inc

Technology
806
New
N/A
806 $156K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
3.79K
New
$39.61 - $42.65 $150K - $162K
3.79K $154K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.9K
New
$81.1 - $94.7 $154K - $180K
1.9K $154K
BWA
Borgwarner Inc

Consumer Cyclical
5.33K
New
$27.78 - $32.9 $148K - $175K
5.33K $152K
HD
Home Depot, Inc.

Consumer Cyclical
408
New
$347.25 - $424.87 $142K - $173K
408 $149K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.21K
New
$56.12 - $68.15 $124K - $150K
2.21K $149K
PPL
Ppl Corp

Utilities
4.04K
New
$31.68 - $36.11 $128K - $146K
4.04K $145K
AVB
Avalonbay Communities Inc

Real Estate
654
New
$207.86 - $228.08 $136K - $149K
654 $140K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1.35K
New
$96.18 - $109.82 $130K - $149K
1.35K $138K
IWM
Ishares Russell 2000 ETF

ETFs
691
New
$198.1 - $229.79 $137K - $159K
691 $137K
TSLA
Tesla, Inc.

Consumer Cyclical
517
New
$222.15 - $428.22 $115K - $221K
517 $133K
TMUS
T Mobile Us, Inc.

Communication Services
495
New
$211.3 - $272.83 $105K - $135K
495 $132K
CSCO
Cisco Systems, Inc.

Technology
2.1K
New
$58.74 - $64.87 $123K - $136K
2.1K $129K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
3.51K
New
$32.74 - $36.2 $115K - $127K
3.51K $122K
JKHY
Henry Jack & Associates Inc

Technology
673
New
$166.47 - $191.28 $112K - $129K
673 $122K
SCHW
Schwab Charles Corp

Financial Services
1.55K
New
$71.24 - $83.64 $110K - $130K
1.55K $121K
PSA
Public Storage

Real Estate
397
New
$288.99 - $313.98 $115K - $125K
397 $118K
AMD
Advanced Micro Devices Inc

Technology
1.15K
New
$96.63 - $129.55 $112K - $150K
1.15K $118K
NEE
Nextera Energy Inc

Utilities
1.65K
New
$66.96 - $76.16 $110K - $125K
1.65K $116K
MCK
Mckesson Corp

Healthcare
172
New
$566.21 - $672.99 $97.4K - $116K
172 $115K
LLY
Eli Lilly & CO

Healthcare
130
New
$725.72 - $929.72 $94.3K - $121K
130 $107K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
370
New
$283.06 - $421.16 $105K - $156K
370 $104K
OMC
Omnicom Group Inc.

Communication Services
1.24K
New
$79.43 - $88.34 $98.1K - $109K
1.24K $102K
ADSK
Autodesk, Inc.

Technology
418
New
N/A
418 $102K
PG
Procter & Gamble CO

Consumer Defensive
585
New
$158.56 - $176.26 $92.8K - $103K
585 $99K
VGIT
Vanguard Intermediate Term Tre

ETFs
77
+ 0.12%
$57.44 - $59.4 $4.42K - $4.57K
65.6K $3.9M
ABT
Abbott Laboratories

Healthcare
727
New
$111.1 - $140.22 $80.8K - $102K
727 $96K
UNH
Unitedhealth Group Inc

Healthcare
176
New
$461.52 - $548.18 $81.2K - $96.5K
176 $92K
AMT
American Tower Corp

Real Estate
416
New
$173.46 - $217.6 $72.2K - $90.5K
416 $90K
RTX
Raytheon Technologies Corp

Industrials
651
New
$114.1 - $135.66 $74.3K - $88.3K
651 $86K
ITW
Illinois Tool Works Inc

Industrials
341
New
$244.9 - $274.48 $83.5K - $93.6K
341 $84K
MCD
Mcdonalds Corp

Consumer Cyclical
267
New
$279.74 - $321.29 $74.7K - $85.8K
267 $83K
FBT
First Trust Nyse Arca Biotechn

ETFs
465
New
$164.86 - $182.19 $76.7K - $84.7K
465 $79K
AVGO
Broadcom Inc.

Technology
448
New
$167.43 - $244.7 $75K - $110K
448 $75K
Activity Summary
Buys All Purchases 201 New Holdings 170 Increased Positions 31 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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