Dynamic Wealth Strategies, LLC Incresed Positions in Q3 2025

Dynamic Wealth Strategies, LLC

  • $149 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
76.8K
+ 77.82%
$45.72 - $47.27 $3.51M - $3.63M
176K $8.24M
VGIT
Vanguard Intermediate Term Tre

ETFs
32.4K
+ 30.56%
$58.97 - $60.36 $1.91M - $1.95M
138K $8.31M
XLF
Financial Sector Spdr

ETFs
28.6K
+ 3476.43%
$51.37 - $54.25 $1.47M - $1.55M
29.4K $1.59M
SPYG
Spdr Portfolio

ETFs
12.1K
+ 41.67%
$94.33 - $105.31 $1.15M - $1.28M
41.3K $4.31M
IGM
Ishares Expanded Tech Sector E

ETFs
704
+ 0.75%
$110.96 - $127.67 $78.1K - $89.9K
94.8K $11.9M
XLC
Select Sector Spdr Tr Communic

ETFs
8.91K
+ 109.4%
$105.99 - $119.41 $945K - $1.06M
17.1K $2.02M
IEF
Ishares Barclays

ETFs
10.8K
+ 51.93%
$93.91 - $97.26 $1.01M - $1.05M
31.5K $3.04M
REZ
Ishares Tr Residential And Mul

ETFs
4.44K
+ 156.78%
$81.06 - $85.23 $360K - $378K
7.27K $617K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.19K
+ 5.23%
$62.54 - $68.42 $137K - $150K
44K $2.97M
GOOGL
Alphabet Inc.

Communication Services
317
+ 9.11%
$174.36 - $254.72 $55.3K - $80.7K
3.8K $922K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
524
+ 0.55%
$70.77 - $73.59 $37.1K - $38.6K
95.4K $6.99M
EFV
Msci Eafe Value ETF

ETFs
31
+ 0.06%
$62.79 - $68.42 $1.95K - $2.12K
48.8K $3.31M
AAPL
Apple Inc.

Technology
125
+ 4.44%
$202.38 - $256.87 $25.3K - $32.1K
2.94K $748K
MSFT
Microsoft Corp

Technology
246
+ 16.92%
$491.09 - $535.64 $121K - $132K
1.7K $880K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
181
+ 0.89%
$68.27 - $75.58 $12.4K - $13.7K
20.6K $1.53M
NVDA
Nvidia Corp

Technology
264
+ 8.78%
$153.3 - $186.58 $40.5K - $49.3K
3.27K $610K
VO
Vanguard Mid Cap ETF

ETFs
167
+ 3.74%
$279.83 - $293.74 $46.7K - $49.1K
4.63K $1.36M
LMT
Lockheed Martin Corp

Industrials
126
+ 25.05%
$410.74 - $499.21 $51.8K - $62.9K
629 $314K
AMZN
Amazon Com Inc

Consumer Cyclical
353
+ 14.25%
$211.65 - $238.24 $74.7K - $84.1K
2.83K $621K
JPM
Jpmorgan Chase & CO

Financial Services
134
+ 9.75%
$282.78 - $316.06 $37.9K - $42.4K
1.51K $475K
ADBE
Adobe Inc.

Technology
261
+ 58.65%
$333.65 - $392.1 $87.1K - $102K
706 $249K
AVB
Avalonbay Communities Inc

Real Estate
413
+ 72.58%
$182.72 - $204.51 $75.5K - $84.5K
982 $189K
TMUS
T Mobile Us, Inc.

Communication Services
273
+ 75.62%
$226.02 - $259.01 $61.7K - $70.7K
634 $151K
TMO
Thermo Fisher Scientific Inc.

Healthcare
28
+ 4.73%
$404.94 - $499.99 $11.3K - $14K
620 $300K
META
Meta Platforms, Inc.

Communication Services
84
+ 16.8%
$695.21 - $791.73 $58.4K - $66.5K
584 $428K
LLY
Eli Lilly & CO

Healthcare
80
+ 60.61%
$625.65 - $812.69 $50.1K - $65K
212 $161K
SUB
Ishares Short Term National Mu

ETFs
436
+ 4.04%
$106.17 - $107.3 $46.3K - $46.8K
11.2K $1.2M
TSLA
Tesla, Inc.

Consumer Cyclical
4
+ 1.06%
$293.94 - $444.72 $1.18K - $1.78K
381 $169K
ITW
Illinois Tool Works Inc

Industrials
167
+ 55.3%
$252.31 - $269.41 $42.1K - $45K
469 $122K
MUB
Ishares National Muni Bond ETF

ETFs
362
+ 11.94%
$103.24 - $106.68 $37.4K - $38.6K
3.39K $361K
NOW
Service Now, Inc.

Technology
97
+ 23.21%
$850.86 - $1044.69 $82.5K - $101K
515 $473K
AVGO
Broadcom Inc.

Technology
23
+ 3.43%
$264.74 - $369.57 $6.09K - $8.5K
694 $228K
CRM
Salesforce, Inc.

Technology
362
+ 29.53%
$231.66 - $273.65 $83.9K - $99.1K
1.59K $376K
CVX
Chevron Corp

Energy
136
+ 9.01%
$145.57 - $161.83 $19.8K - $22K
1.65K $255K
VUG
Vanguard Growth ETF

ETFs
13
+ 1.61%
$433.97 - $484.08 $5.64K - $6.29K
821 $393K
NEE
Nextera Energy Inc

Utilities
379
+ 24.0%
$69.77 - $77.54 $26.4K - $29.4K
1.96K $147K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
60
+ 17.14%
$459.11 - $506.91 $27.5K - $30.4K
410 $206K
PEP
Pepsico Inc

Consumer Defensive
230
+ 102.22%
$133.81 - $152.16 $30.8K - $35K
455 $63K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
464
+ 12.42%
$42.39 - $44.63 $19.7K - $20.7K
4.2K $187K
COST
Costco Wholesale Corp

Consumer Defensive
61
+ 13.23%
$915.95 - $994.57 $55.9K - $60.7K
522 $483K
UNH
Unitedhealth Group Inc

Healthcare
49
+ 19.37%
$237.77 - $353.61 $11.7K - $17.3K
302 $104K
XLV
Select Sector Spdr Fund Health

ETFs
4
+ 0.08%
$129.01 - $139.72 $516 - $559
5.22K $726K
TRV
Travelers Companies, Inc.

Financial Services
45
+ 4.63%
$250.62 - $279.43 $11.3K - $12.6K
1.02K $283K
HD
Home Depot, Inc.

Consumer Cyclical
16
+ 4.24%
$357.4 - $423.42 $5.72K - $6.77K
393 $159K
PPL
Ppl Corp

Utilities
230
+ 6.07%
$33.54 - $37.24 $7.71K - $8.57K
4.02K $149K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
253
+ 62.32%
$159.87 - $247.68 $40.4K - $62.7K
659 $117K
XOM
Exxon Mobil Corp

Energy
55
+ 2.38%
$105.83 - $117.22 $5.82K - $6.45K
2.37K $267K
WMT
Walmart Inc.

Consumer Defensive
26
+ 0.93%
$94.4 - $104.27 $2.45K - $2.71K
2.83K $291K
CME
Cme Group Inc.

Financial Services
75
+ 8.85%
$258.83 - $287.1 $19.4K - $21.5K
922 $249K
Activity Summary
Buys All Purchases 87 New Holdings 12 Increased Positions 75 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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