Dynamic Wealth Strategies, LLC Incresed Positions in Q1 2025

Dynamic Wealth Strategies, LLC

  • $119 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
XLV
Select Sector Spdr Fund Health

ETFs
1.16K
+ 26.56%
$137.61 - $149.68 $159K - $173K
5.51K $804K
VGIT
Vanguard Intermediate Term Tre

ETFs
77
+ 0.12%
$57.44 - $59.4 $4.42K - $4.57K
65.6K $3.9M
EMB
Ishares Tr

ETFs
239
+ 0.98%
$88.64 - $92.03 $21.2K - $22K
24.6K $2.22M
GILD
Gilead Sciences, Inc.

Healthcare
86
+ 3.74%
$89.14 - $117.41 $7.67K - $10.1K
2.39K $267K
SPSB
Spdr Portfolio Short Term Corp

ETFs
357
+ 0.22%
$29.82 - $30.1 $10.6K - $10.7K
161K $4.84M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
685
+ 3.3%
$46.18 - $47.84 $31.6K - $32.8K
21.4K $1.02M
CME
Cme Group Inc.

Financial Services
6
+ 0.69%
$225.82 - $266.54 $1.35K - $1.6K
875 $232K
XOM
Exxon Mobil Corp

Energy
31
+ 1.31%
$105.44 - $118.93 $3.27K - $3.69K
2.4K $285K
MUB
Ishares National Muni Bond ETF

ETFs
310
+ 11.39%
$104.71 - $107.69 $32.5K - $33.4K
3.03K $319K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.2%
$890.62 - $1076.86 $891 - $1.08K
500 $472K
JPM
Jpmorgan Chase & CO

Financial Services
11
+ 0.76%
$225.19 - $279.95 $2.48K - $3.08K
1.46K $357K
COF
Capital One Financial Corp

Financial Services
14
+ 0.92%
$163.87 - $209.82 $2.29K - $2.94K
1.54K $276K
XLY
Select Sector Spdr Consumer Di

ETFs
264
+ 14.61%
$192.6 - $233.2 $50.8K - $61.6K
2.07K $408K
SUB
Ishares Short Term National Mu

ETFs
2
+ 0.03%
$105.3 - $106.24 $211 - $212
6.51K $687K
XLC
Select Sector Spdr Tr Communic

ETFs
26
+ 0.38%
$94.84 - $105.31 $2.47K - $2.74K
6.83K $658K
Lam Research Corp
100
+ 3.25%
N/A
3.18K $0
BNDX
Vanguard Total International B

ETFs
19
+ 0.06%
$48.33 - $49.5 $918 - $941
31.9K $1.56M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.05K
+ 1.81%
$30.73 - $32.26 $32.2K - $33.8K
58.8K $1.81M
LMT
Lockheed Martin Corp

Industrials
17
+ 3.25%
$423.19 - $506.29 $7.19K - $8.61K
540 $241K
ADBE
Adobe Inc.

Technology
12
+ 2.66%
$377.84 - $464.11 $4.53K - $5.57K
463 $177K
NVDA
Nvidia Corp

Technology
298
+ 11.06%
$106.98 - $149.43 $31.9K - $44.5K
2.99K $324K
AMZN
Amazon Com Inc

Consumer Cyclical
134
+ 5.03%
$190.26 - $242.06 $25.5K - $32.4K
2.8K $532K
MSFT
Microsoft Corp

Technology
17
+ 1.17%
$375.39 - $447.2 $6.38K - $7.6K
1.47K $552K
CRM
Salesforce, Inc.

Technology
17
+ 1.38%
$268.36 - $359.95 $4.56K - $6.12K
1.25K $335K
NOW
Service Now, Inc.

Technology
11
+ 2.56%
$783.83 - $1170.39 $8.62K - $12.9K
440 $350K
IGM
Ishares Expanded Tech Sector E

ETFs
1.49K
+ 2.27%
$90.67 - $108.46 $135K - $162K
67.3K $6.1M
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
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