Dynamic Wealth Strategies, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$120.3M
Holdings
234
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (234 positions)
| Stock | Value |
|---|---|
VTVVANGUARD INDEX FDS | $11.3M |
IEFISHARES TR | $10.3M |
BNDVANGUARD BD INDEX FDS | $8.9M |
EFAISHARES TR | $8.9M |
IGMISHARES TR | $6.1M |
SPHQINVESCO EXCHANGE TRADED FD T | $6.0M |
SPSBSPDR SER TR | $4.8M |
SPYGSPDR SER TR | $4.4M |
VGITVANGUARD SCOTTSDALE FDS | $3.9M |
VMBSVANGUARD SCOTTSDALE FDS | $3.8M |
EMXCISHARES INC | $3.3M |
SPIBSPDR SER TR | $2.8M |
EFVISHARES TR | $2.8M |
GSLCGOLDMAN SACHS ETF TR | $2.6M |
EMBISHARES TR | $2.2M |
VWOVANGUARD INTL EQUITY INDEX F | $1.8M |
PFFISHARES TR | $1.8M |
SGOVISHARES TR | $1.8M |
BNDXVANGUARD CHARLOTTE FDS | $1.6M |
EWJISHARES INC | $1.3M |
SMLFISHARES TR | $1.2M |
EWUISHARES TR | $1.2M |
COPXGLOBAL X FDS | $1.0M |
GDXVANECK ETF TRUST | $1.0M |
QLTAISHARES TR | $1.0M |
VOVANGUARD INDEX FDS | $921K |
PWZINVESCO EXCH TRADED FD TR II | $817K |
XLVSELECT SECTOR SPDR TR | $804K |
SUBISHARES TR | $687K |
XLCSELECT SECTOR SPDR TR | $659K |
AAPLAPPLE INC | $629K |
GOOGLALPHABET INC | $580K |
VCITVANGUARD SCOTTSDALE FDS | $553K |
MSFTMICROSOFT CORP | $552K |
AMZNAMAZON COM INC | $532K |
COSTCOSTCO WHSL CORP NEW | $473K |
XLYSELECT SECTOR SPDR TR | $409K |
GQ9SPDR GOLD TR | $367K |
XLUSELECT SECTOR SPDR TR | $360K |
JPMJPMORGAN CHASE & CO. | $358K |
NOWSERVICENOW INC | $350K |
CRMSALESFORCE INC | $336K |
NVDANVIDIA CORPORATION | $324K |
ITA*ISHARES TR | $324K |
MUBISHARES TR | $320K |
TRVTRAVELERS COMPANIES INC | $307K |
TMOTHERMO FISHER SCIENTIFIC INC | $302K |
VUGVANGUARD INDEX FDS | $300K |
METAMETA PLATFORMS INC | $292K |
XOMEXXON MOBIL CORP | $285K |
WMTWALMART INC | $282K |
COFCAPITAL ONE FINL CORP | $276K |
GILDGILEAD SCIENCES INC | $267K |
HONHONEYWELL INTL INC | $265K |
CVXCHEVRON CORP NEW | $262K |
ADIANALOG DEVICES INC | $248K |
LMTLOCKHEED MARTIN CORP | $241K |
AFLAFLAC INC | $239K |
VVISA INC | $234K |
CMECME GROUP INC | $232K |
LRCXLAM RESEARCH CORP | $231K |
APDAIR PRODS & CHEMS INC | $231K |
VGSHVANGUARD SCOTTSDALE FDS | $223K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $212K |
REZISHARES TR | $210K |
VNQVANGUARD INDEX FDS | $205K |
FTNTFORTINET INC | $195K |
PINSPINTEREST INC | $193K |
KLACKLA CORP | $192K |
DPZDOMINOS PIZZA INC | $182K |
MDTMEDTRONIC PLC | $178K |
ADBEADOBE INC | $178K |
JNJJOHNSON & JOHNSON | $167K |
DIVOAMPLIFY ETF TR | $155K |
XBISPDR SER TR | $154K |
LHLABCORP HOLDINGS INC | $154K |
BWABORGWARNER INC | $153K |
MDLZMONDELEZ INTL INC | $150K |
HDHOME DEPOT INC | $150K |
JJACOBS SOLUTIONS INC | $147K |
XLFSELECT SECTOR SPDR TR | $146K |
PPLPPL CORP | $146K |
TXNTEXAS INSTRS INC | $145K |
AVBAVALONBAY CMNTYS INC | $140K |
CHRWC H ROBINSON WORLDWIDE INC | $139K |
IWMISHARES TR | $138K |
TSLATESLA INC | $134K |
TMUST-MOBILE US INC | $132K |
CSCOCISCO SYS INC | $129K |
XLESELECT SECTOR SPDR TR | $129K |
JKHYHENRY JACK & ASSOC INC | $123K |
ESGEISHARES INC | $123K |
SCHWSCHWAB CHARLES CORP | $121K |
BLKBLACKROCK INC | $121K |
PSAPUBLIC STORAGE OPER CO | $119K |
AMDADVANCED MICRO DEVICES INC | $119K |
NEENEXTERA ENERGY INC | $117K |
MCKMCKESSON CORP | $116K |
ADSKAUTODESK INC | $109K |
LLYELI LILLY & CO | $107K |
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