Dynamic Wealth Strategies, LLC Top Holdings and 13F Report (2025) About Dynamic Wealth Strategies, LLCInvestment ActivityDynamic Wealth Strategies, LLC has $112.35 million in total holdings as of December 31, 2024.Dynamic Wealth Strategies, LLC owns shares of 64 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 6.23% of the portfolio was purchased this quarter.About 3.87% of the portfolio was sold this quarter.This quarter, Dynamic Wealth Strategies, LLC has purchased 234 new stocks and bought additional shares in 30 stocks.Dynamic Wealth Strategies, LLC sold shares of 27 stocks and completely divested from 172 stocks this quarter.Largest Holdings Vanguard Value ETF $11,413,360iShares 7-10 Year Treasury Bond ETF $9,902,967Vanguard Total Bond Market ETF $8,666,737iShares MSCI EAFE ETF $8,497,279Invesco S&P 500 Quality ETF $8,342,487 Largest New Holdings this Quarter iShares 0-3 Month Treasury Bond ETF $1,958,447 HoldingLAM RESEARCH CORP $222,107 Holding Largest Purchases this Quarter iShares 7-10 Year Treasury Bond ETF 22,616 shares (about $2.09M)iShares 0-3 Month Treasury Bond ETF 19,522 shares (about $1.96M)Vanguard Mortgage-Backed Securities ETF 19,891 shares (about $901.86K)Vanguard Total Bond Market ETF 7,589 shares (about $545.72K)Invesco S&P 500 Quality ETF 4,337 shares (about $290.71K) Largest Sales this Quarter Vanguard Intermediate-Term Treasury Index ETF 57,369 shares (about $3.33M)Vanguard Growth ETF 938 shares (about $384.99K)Vanguard FTSE Emerging Markets ETF 2,604 shares (about $114.68K)iShares MSCI Japan ETF 963 shares (about $64.62K)Financial Select Sector SPDR Fund 1,332 shares (about $64.38K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDynamic Wealth Strategies, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVVanguard Value ETF$11,413,360$1,185 ▼0.0%67,41510.2%ETFIEFiShares 7-10 Year Treasury Bond ETF$9,902,967$2,090,849 ▲26.8%107,1178.8%ETFBNDVanguard Total Bond Market ETF$8,666,737$545,725 ▲6.7%120,5227.7%ETFEFAiShares MSCI EAFE ETF$8,497,279$208,003 ▲2.5%112,3837.6%FinanceSPHQInvesco S&P 500 Quality ETF$8,342,487$290,709 ▲3.6%124,4597.4%ETFIGMiShares Expanded Tech Sector ETF$6,718,747$42,469 ▲0.6%65,8126.0%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$4,787,782$21,499 ▲0.5%160,3414.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$4,764,356$13,361 ▼-0.3%54,2024.2%ETFVGITVanguard Intermediate-Term Treasury Index ETF$3,801,726$3,327,402 ▼-46.7%65,5473.4%ETFEMXCiShares MSCI Emerging Markets ex China ETF$3,315,466$85,947 ▲2.7%59,7923.0%ManufacturingVMBSVanguard Mortgage-Backed Securities ETF$3,304,561$901,858 ▲37.5%72,8842.9%ETFEFViShares MSCI EAFE Value ETF$2,801,111$34,788 ▲1.3%53,3852.5%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$2,757,114$100,344 ▲3.8%84,1612.5%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$2,716,175$46,533 ▼-1.7%23,5822.4%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$2,541,2400.0%37,6482.3%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$2,165,097$40,335 ▲1.9%24,3161.9%ETFSGOViShares 0-3 Month Treasury Bond ETF$1,958,447$1,958,447 ▲New Holding19,5221.7%ETFPFFiShares Preferred and Income Securities ETF$1,816,320$92,937 ▲5.4%57,7711.6%ETFVWOVanguard FTSE Emerging Markets ETF$1,784,060$114,680 ▼-6.0%40,5101.6%ETFBNDXVanguard Total International Bond ETF$1,561,703$27,468 ▲1.8%31,8391.4%ETFCOPXGlobal X Copper Miners ETF$1,069,536$166,045 ▲18.4%28,0131.0%ETFQLTAiShares Aaa - A Rated Corporate Bond ETF$971,454$26,577 ▲2.8%20,7620.9%ETFEWJiShares MSCI Japan ETF$910,279$64,617 ▼-6.6%13,5660.8%ETFPWZInvesco California AMT-Free Municipal Bond ETF$846,444$33,444 ▼-3.8%34,2690.8%ETFGDXVanEck Gold Miners ETF$770,639$136 ▲0.0%22,7260.7%ETFGOOGLAlphabet$741,299$5,679 ▼-0.8%3,9160.7%Computer and TechnologyAAPLApple$722,211$1,503 ▼-0.2%2,8840.6%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$686,042$48,732 ▼-6.6%6,5040.6%ETFXLCCommunication Services Select Sector SPDR Fund$658,792$19,265 ▲3.0%6,8050.6%ETFMSFTMicrosoft$612,861$2,951 ▼-0.5%1,4540.5%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$598,705$14,720 ▲2.5%4,3520.5%ETFAMZNAmazon.com$584,455$13,383 ▲2.3%2,6640.5%Retail/WholesaleVCITVanguard Intermediate-Term Corporate Bond ETF$517,822$2,087 ▼-0.4%6,4510.5%ETFCOSTCostco Wholesale$457,233$17,410 ▼-3.7%4990.4%Retail/WholesaleNOWServiceNow$454,791$5,301 ▲1.2%4290.4%Computer and TechnologyCRMSalesforce$412,563$14,711 ▲3.7%1,2340.4%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$405,400$3,141 ▲0.8%1,8070.4%FinanceNVDANVIDIA$361,912$2,417 ▲0.7%2,6950.3%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$357,938$26,037 ▲7.8%4,7290.3%ETFMETAMeta Platforms$350,1350.0%5980.3%Computer and TechnologyJPMJPMorgan Chase & Co.$346,860$52,017 ▼-13.0%1,4470.3%FinanceVUGVanguard Growth ETF$331,636$384,993 ▼-53.7%8080.3%ETFTMOThermo Fisher Scientific$320,4620.0%6160.3%MedicalWMTWalmart$317,038$1,626 ▼-0.5%3,5090.3%Retail/WholesaleGLDSPDR Gold Shares$308,2310.0%1,2730.3%FinanceITAiShares U.S. Aerospace & Defense ETF$307,561$1,017 ▲0.3%2,1160.3%ETFMUBiShares National Muni Bond ETF$290,029$15,663 ▲5.7%2,7220.3%ETFHONHoneywell International$285,525$678 ▼-0.2%1,2640.3%Multi-Sector ConglomeratesTRVTravelers Companies$279,914$241 ▲0.1%1,1620.2%FinanceCOFCapital One Financial$272,116$16,762 ▼-5.8%1,5260.2%FinanceADIAnalog Devices$261,3260.0%1,2300.2%Computer and TechnologyXOMExxon Mobil$254,482$1,936 ▼-0.8%2,3660.2%Oils/EnergyLMTLockheed Martin$254,147$23,325 ▲10.1%5230.2%AerospaceVGSHVanguard Short-Term Treasury Index ETF$253,839$5,469 ▼-2.1%4,3630.2%ETFCVXChevron$232,903$53,591 ▼-18.7%1,6080.2%Oils/EnergyAPDAir Products and Chemicals$227,101$12,472 ▼-5.2%7830.2%Basic MaterialsAFLAflac$223,120$310 ▼-0.1%2,1570.2%FinanceLAM RESEARCH CORP$222,107$222,107 ▲New Holding3,0750.2%COM NEWXLEEnergy Select Sector SPDR Fund$221,688$55,936 ▼-20.1%2,5880.2%ETFVVisa$215,539$316 ▲0.1%6820.2%Business ServicesGILDGilead Sciences$212,543$8,313 ▼-3.8%2,3010.2%MedicalXLFFinancial Select Sector SPDR Fund$205,644$64,376 ▼-23.8%4,2550.2%ETFCMECME Group$201,808$1,858 ▼-0.9%8690.2%FinanceADBEAdobe$200,551$445 ▲0.2%4510.2%Computer and TechnologyLRCXLam Research$0$252 ▼-100.0%00.0%Computer and TechnologyKLACKLA$0$229 ▼-100.0%00.0%Computer and TechnologyREZiShares Residential and Multisector Real Estate ETF$0$210 ▼-100.0%00.0%ETFVNQVanguard Real Estate ETF$0$201 ▼-100.0%00.0%ETFMDLZMondelez International$0$200 ▼-100.0%00.0%Consumer StaplesMDTMedtronic$0$194 ▼-100.0%00.0%MedicalAMDAdvanced Micro Devices$0$193 ▼-100.0%00.0%Computer and TechnologyBWABorgWarner$0$192 ▼-100.0%00.0%Auto/Tires/TrucksXBISPDR S&P Biotech ETF$0$188 ▼-100.0%00.0%ETFVZVerizon Communications$0$180 ▼-100.0%00.0%Computer and TechnologyBRK.BBerkshire Hathaway$0$180 ▼-100.0%00.0%FinanceAVBAvalonBay Communities$0$180 ▼-100.0%00.0%FinanceTXNTexas Instruments$0$174 ▼-100.0%00.0%Computer and TechnologyHDHome Depot$0$169 ▼-100.0%00.0%Retail/WholesaleDOMINOS PIZZA INC$0$168 ▼-100.0%00.0%COMJNJJohnson & Johnson$0$166 ▼-100.0%00.0%MedicalCVSCVS Health$0$165 ▼-100.0%00.0%MedicalJJacobs Solutions$0$155 ▼-100.0%00.0%Business ServicesFTNTFortinet$0$153 ▼-100.0%00.0%Computer and TechnologyDDominion Energy$0$152 ▼-100.0%00.0%UtilitiesPSAPublic Storage$0$150 ▼-100.0%00.0%FinanceCSCOCisco Systems$0$148 ▼-100.0%00.0%Computer and TechnologyCHRWC.H. Robinson Worldwide$0$146 ▼-100.0%00.0%TransportationLABCORP HOLDINGS INC$0$146 ▼-100.0%00.0%COM SHSIWMiShares Russell 2000 ETF$0$144 ▼-100.0%00.0%FinanceLLYEli Lilly and Company$0$138 ▼-100.0%00.0%MedicalPFEPfizer$0$138 ▼-100.0%00.0%MedicalDIVOAmplify YieldShares CWP Dividend & Option Income ETF$0$137 ▼-100.0%00.0%ETFPPLPPL$0$134 ▼-100.0%00.0%UtilitiesOMCOmnicom Group$0$131 ▼-100.0%00.0%Business ServicesNKENIKE$0$130 ▼-100.0%00.0%Consumer DiscretionaryESGEiShares ESG Aware MSCI EM ETF$0$128 ▼-100.0%00.0%ManufacturingBLKBlackRock$0$119 ▼-100.0%00.0%FinanceTSLATesla$0$119 ▼-100.0%00.0%Auto/Tires/TrucksJKHYJack Henry & Associates$0$118 ▼-100.0%00.0%Computer and TechnologyADSKAutodesk$0$113 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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