Dynamic Wealth Strategies, LLC Incresed Positions in Q4 2024

Dynamic Wealth Strategies, LLC

  • $112 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
22.6K
+ 26.76%
$92.08 - $98.18 $2.08M - $2.22M
107K $9.9M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
19.9K
+ 37.54%
$45.17 - $47.23 $898K - $939K
72.9K $3.3M
IGM
Ishares Expanded Tech Sector E

ETFs
416
+ 0.64%
$94.19 - $106.95 $39.2K - $44.5K
65.8K $6.72M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.34K
+ 3.61%
$65.67 - $69.79 $285K - $303K
124K $8.34M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.59K
+ 6.72%
$71.75 - $75.11 $545K - $570K
121K $8.67M
AMZN
Amazon Com Inc

Consumer Cyclical
61
+ 2.34%
$180.88 - $232.93 $11K - $14.2K
2.66K $584K
CRM
Salesforce, Inc.

Technology
44
+ 3.7%
$270.87 - $367.87 $11.9K - $16.2K
1.23K $412K
NOW
Service Now, Inc.

Technology
5
+ 1.18%
$867.18 - $1148.42 $4.34K - $5.74K
429 $454K
XLC
Select Sector Spdr Tr Communic

ETFs
199
+ 3.01%
$89.66 - $102.16 $17.8K - $20.3K
6.81K $658K
XLY
Select Sector Spdr Consumer Di

ETFs
14
+ 0.78%
$194.8 - $239.43 $2.73K - $3.35K
1.81K $405K
V
Visa Inc.

Financial Services
1
+ 0.15%
$273.87 - $320.91 $274 - $321
682 $215K
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.06K
+ 3.78%
$32.65 - $33.68 $100K - $103K
84.2K $2.76M
MUB
Ishares National Muni Bond ETF

ETFs
147
+ 5.71%
$105.78 - $108.7 $15.5K - $16K
2.72K $290K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.09%
$225.97 - $266.66 $226 - $267
1.16K $279K
XLU
Utilities Sector Spdr

ETFs
344
+ 7.84%
$74.89 - $82.93 $25.8K - $28.5K
4.73K $357K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.96K
+ 5.39%
$31.23 - $33.51 $92.3K - $99.1K
57.8K $1.82M
ITA
Ishares Tr

ETFs
7
+ 0.33%
$144.31 - $157.31 $1.01K - $1.1K
2.12K $307K
BNDX
Vanguard Total International B

ETFs
560
+ 1.79%
$48.91 - $50.61 $27.4K - $28.3K
31.8K $1.56M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
568
+ 2.81%
$46.69 - $49.2 $26.5K - $27.9K
20.8K $971K
LMT
Lockheed Martin Corp

Industrials
48
+ 10.11%
$479.66 - $614.62 $23K - $29.5K
523 $254K
ADBE
Adobe Inc.

Technology
1
+ 0.22%
$437.39 - $552.96 $437 - $553
451 $200K
SPSB
Spdr Portfolio Short Term Corp

ETFs
720
+ 0.45%
$29.77 - $30.19 $21.4K - $21.7K
160K $4.79M
COPX
Global X Copper Miners ETF

ETFs
4.35K
+ 18.38%
$38.17 - $48.57 $166K - $211K
28K $1.07M
XLV
Select Sector Spdr Fund Health

ETFs
107
+ 2.52%
$136.28 - $154.74 $14.6K - $16.6K
4.35K $598K
EMB
Ishares Tr

ETFs
453
+ 1.9%
$88.94 - $93.46 $40.3K - $42.3K
24.3K $2.17M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4
+ 0.02%
$33.77 - $44.09 $135 - $176
22.7K $770K
EFV
Msci Eafe Value ETF

ETFs
663
+ 1.26%
$51.78 - $57.15 $34.3K - $37.9K
53.4K $2.8M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.55K
+ 2.66%
$55.45 - $61.08 $85.9K - $94.7K
59.8K $3.32M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.75K
+ 2.51%
$75.1 - $82.99 $207K - $228K
112K $8.5M
Activity Summary
Buys All Purchases 32 New Holdings 2 Increased Positions 30 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Dynamic Wealth Strategies, LLC Portfolio

Follow Dynamic Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email