Dynamic Wealth Strategies, LLC Reduced Holdings in Q3 2025

Dynamic Wealth Strategies, LLC

  • $149 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-44.5K
- 31.13%
$100.37 - $100.74 $4.47M - $4.48M
98.5K $9.92M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-51.8K
- 46.11%
$87.29 - $93.61 $4.52M - $4.85M
60.5K $5.65M
PFF
Ishares Trust Ishares Pfd And

ETFs
-43.1K
- 62.08%
$30.67 - $32.13 $1.32M - $1.38M
26.3K $832K
BNDX
Vanguard Total International B

ETFs
-26K
- 81.14%
$49.0 - $49.51 $1.27M - $1.29M
6.05K $299K
EMB
Ishares Tr

ETFs
-13.8K
- 83.81%
$91.52 - $95.59 $1.26M - $1.32M
2.66K $253K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-11.5K
- 6.74%
$72.57 - $74.72 $838K - $863K
160K $11.9M
XLK
Technology Sector Spdr

ETFs
-2.51K
- 94.53%
$250.97 - $282.66 $629K - $708K
145 $40K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-2.39K
- 10.82%
$85.01 - $90.35 $203K - $216K
19.7K $1.76M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-3.71K
- 3.69%
$30.02 - $30.29 $111K - $112K
96.9K $2.94M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.34K
- 74.41%
$60.9 - $70.75 $81.3K - $94.5K
459 $28K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-2.08K
- 7.52%
$47.11 - $48.77 $98.2K - $102K
25.6K $1.24M
ITA
Ishares Tr

ETFs
-590
- 26.98%
$184.73 - $209.26 $109K - $123K
1.6K $334K
XLU
Utilities Sector Spdr

ETFs
-1.21K
- 23.08%
$81.14 - $87.32 $98.2K - $106K
4.03K $351K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-5.16K
- 7.54%
$39.42 - $42.19 $203K - $218K
63.3K $2.66M
APD
Air Products & Chemicals, Inc.

Basic Materials
-202
- 27.94%
$265.78 - $299.3 $53.7K - $60.5K
521 $142K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-2.27K
- 4.05%
$33.26 - $34.01 $75.6K - $77.3K
53.8K $1.82M
PWZ
Invesco California Amt Free Mu

ETFs
-2.72K
- 27.98%
$22.77 - $24.07 $61.9K - $65.4K
7K $167K
MCK
Mckesson Corp

Healthcare
-73
- 50.69%
$659.01 - $772.54 $48.1K - $56.4K
71 $54K
AMD
Advanced Micro Devices Inc

Technology
-437
- 40.02%
$134.8 - $184.42 $58.9K - $80.6K
655 $105K
VGSH
Vanguard

ETFs
-802
- 22.55%
$58.43 - $58.88 $46.9K - $47.2K
2.75K $162K
ROK
Rockwell Automation, Inc

Industrials
-81
- 58.7%
$328.67 - $358.52 $26.6K - $29K
57 $19K
CSCO
Cisco Systems, Inc.

Technology
-145
- 7.16%
$66.2 - $71.79 $9.6K - $10.4K
1.88K $128K
GILD
Gilead Sciences, Inc.

Healthcare
-101
- 5.26%
$108.22 - $120.47 $10.9K - $12.2K
1.82K $202K
CWK
Cushman & Wakefield PLC

Real Estate
-1.01K
- 58.02%
$11.09 - $16.87 $11.2K - $17.1K
733 $11K
SNPS
Synopsys Inc

Technology
-10
- 8.2%
$387.78 - $645.35 $3.88K - $6.45K
112 $55K
VCIT
Vanguard Intermediate Term Cor

ETFs
-118
- 2.53%
$81.75 - $84.54 $9.65K - $9.98K
4.55K $382K
COF
Capital One Financial Corp

Financial Services
-18
- 1.33%
$207.29 - $229.74 $3.73K - $4.14K
1.34K $284K
SCHW
Schwab Charles Corp

Financial Services
-99
- 7.59%
$91.03 - $98.69 $9.01K - $9.77K
1.21K $115K
BXP
Boston Properties Inc

Real Estate
-45
- 18.6%
$62.11 - $78.93 $2.79K - $3.55K
197 $14K
XLP
Consumer Staples Sector Spdr

ETFs
-24
- 10.81%
N/A
198 $15K
Amentum Holdings Inc
-54
- 98.18%
N/A
1 $0
Lam Research Corp
-365
- 13.14%
N/A
2.41K $0
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1
- 3.85%
$97.75 - $100.75 $97.8 - $101
25 $2K
XLE
Energy Sector Spdr

ETFs
-2
- 0.72%
$84.25 - $91.99 $169 - $184
276 $24K
MDT
Medtronic PLC

Healthcare
-50
- 2.58%
$87.67 - $95.74 $4.38K - $4.79K
1.89K $179K
KLAC
Kla Corp

Technology
-30
- 11.58%
$843.9 - $1078.6 $25.3K - $32.4K
229 $246K
JNJ
Johnson & Johnson

Healthcare
-64
- 7.13%
$155.17 - $185.42 $9.93K - $11.9K
833 $154K
IWM
Ishares Russell 2000 ETF

ETFs
-5
- 0.71%
$214.92 - $244.84 $1.07K - $1.22K
695 $168K
BWA
Borgwarner Inc

Consumer Cyclical
-599
- 11.97%
$34.53 - $44.44 $20.7K - $26.6K
4.41K $193K
COPX
Global X Copper Miners ETF

ETFs
-6.89K
- 17.68%
$42.75 - $59.81 $294K - $412K
32.1K $1.92M
EWJ
Ishares Msci Japan ETF

ETFs
-568
- 1.36%
$71.69 - $81.49 $40.7K - $46.3K
41.2K $3.3M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-80
- 0.33%
$121.46 - $130.92 $9.72K - $10.5K
24.4K $3.18M
VTV
Vanguard Value ETF

ETFs
-742
- 1.33%
$175.51 - $186.57 $130K - $138K
55.1K $10.3M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-1.95K
- 5.34%
$50.79 - $76.4 $99K - $149K
34.6K $2.64M
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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