Dynamic Financial Group Top Holdings and 13F Report (2025) About Dynamic Financial GroupInvestment ActivityDynamic Financial Group has $99.85 million in total holdings as of March 31, 2025.Dynamic Financial Group owns shares of 57 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 3.24% of the portfolio was purchased this quarter.About 2.13% of the portfolio was sold this quarter.This quarter, Dynamic Financial Group has purchased 61 new stocks and bought additional shares in 24 stocks.Dynamic Financial Group sold shares of 13 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares 0-3 Month Treasury Bond ETF $56,391,030iShares Russell 1000 Growth ETF $5,135,691Deere & Company $4,866,138Verizon Communications $3,847,950iShares Russell 1000 Value ETF $2,289,399 Largest New Holdings this Quarter 02209S103 - Altria Group $389,593 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 14,361 shares (about $1.45M)Nuveen Municipal Value Fund 85,226 shares (about $747.43K)Altria Group 6,491 shares (about $389.59K)SPDR S&P 600 Small Cap Growth ETF 3,601 shares (about $298.89K)SPDR Portfolio S&P 500 Value ETF 1,504 shares (about $76.81K) Largest Sales this Quarter AT&T 12,026 shares (about $340.09K)Deere & Company 617 shares (about $289.58K)Apple 1,010 shares (about $224.34K)Vanguard S&P 500 ETF 84 shares (about $43.15K)Vanguard Small-Cap Value ETF 132 shares (about $24.59K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDynamic Financial Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSGOViShares 0-3 Month Treasury Bond ETF$56,391,030$1,445,723 ▲2.6%560,15756.5%ETFIWFiShares Russell 1000 Growth ETF$5,135,691$56,329 ▲1.1%14,2235.1%ETFDEDeere & Company$4,866,138$289,584 ▼-5.6%10,3684.9%IndustrialsVZVerizon Communications$3,847,950$4,536 ▲0.1%84,8313.9%Computer and TechnologyIWDiShares Russell 1000 Value ETF$2,289,399$1,129 ▲0.0%12,1672.3%ETFIEFAiShares Core MSCI EAFE ETF$1,622,447$2,648 ▲0.2%21,4471.6%ETFPFEPfizer$1,534,719$38,922 ▲2.6%60,5651.5%MedicalEFGiShares MSCI EAFE Growth ETF$1,405,174$3,000 ▲0.2%14,0521.4%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$1,283,948$298,888 ▲30.3%15,4691.3%ETFBRK.BBerkshire Hathaway$1,237,0980.0%2,3231.2%FinanceAAPLApple$1,227,207$224,340 ▼-15.5%5,5251.2%Computer and TechnologyVBRVanguard Small-Cap Value ETF$1,096,986$24,589 ▼-2.2%5,8891.1%ETFTAT&T$918,222$340,095 ▼-27.0%32,4690.9%Computer and TechnologyNUVNuveen Municipal Value Fund$912,612$747,430 ▲452.5%104,0610.9%FinanceIWPiShares Russell Mid-Cap Growth ETF$881,424$21,149 ▲2.5%7,5020.9%ETFPECOPhillips Edison & Company, Inc.$862,8790.0%23,6470.9%FinanceAMZNAmazon.com$612,827$8,562 ▲1.4%3,2210.6%Retail/WholesaleVUGVanguard Growth ETF$565,8710.0%1,5260.6%ETFIAUiShares Gold Trust$534,307$6,073 ▲1.1%9,0620.5%FinanceGLDSPDR Gold Shares$532,483$1,441 ▼-0.3%1,8480.5%FinanceMSFTMicrosoft$482,8200.0%1,2860.5%Computer and TechnologyQQQInvesco QQQ$467,7350.0%9970.5%FinanceIUSViShares Core S&P U.S. Value ETF$467,0770.0%5,0610.5%ManufacturingHYGiShares iBoxx $ High Yield Corporate Bond ETF$464,3470.0%5,8860.5%ETFIWSiShares Russell Mid-Cap Value ETF$451,164$1,385 ▼-0.3%3,5820.5%ETFIVWiShares S&P 500 Growth ETF$448,744$186 ▲0.0%4,8340.4%ETFCASYCasey's General Stores$438,807$868 ▲0.2%1,0110.4%Retail/WholesaleGOOGLAlphabet$436,0850.0%2,8200.4%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$419,120$76,807 ▲22.4%8,2070.4%ETFIJHiShares Core S&P Mid-Cap ETF$403,607$19,080 ▲5.0%6,9170.4%ETFNVDANVIDIA$401,877$21,134 ▲5.6%3,7080.4%Computer and TechnologyVTVVanguard Value ETF$398,685$1,209 ▲0.3%2,3080.4%ETFMOAltria Group$389,593$389,593 ▲New Holding6,4910.4%Consumer StaplesEFAiShares MSCI EAFE ETF$389,343$55,737 ▲16.7%4,7640.4%FinanceSPEMSPDR Portfolio Emerging Markets ETF$358,830$3,583 ▼-1.0%9,1140.4%ETFGOOGAlphabet$356,9860.0%2,2850.4%Computer and TechnologySVALiShares US Small Cap Value Factor ETF$331,638$9,841 ▼-2.9%11,0530.3%ETFLINDE PLC$320,3600.0%6880.3%SHSAONAON$304,1070.0%7620.3%FinanceXOMExxon Mobil$286,7630.0%2,4110.3%EnergySPYSPDR S&P 500 ETF Trust$286,504$6,155 ▲2.2%5120.3%FinanceFIDELITY COVINGTON TRUST$276,816$16,390 ▼-5.6%8,8330.3%ENHANCED MIDGEGE Aerospace$276,121$4,202 ▼-1.5%1,3800.3%IndustrialsUNHUnitedHealth Group$272,3500.0%5200.3%MedicalWMTWalmart$268,823$88 ▲0.0%3,0620.3%Retail/WholesaleIJSiShares S&P Small-Cap 600 Value ETF$265,5360.0%2,7240.3%ETFXLKTechnology Select Sector SPDR Fund$263,4680.0%1,2760.3%ETFJPIEJPMorgan Income ETF$262,092$25,523 ▲10.8%5,6890.3%ETFDALDelta Air Lines$255,6270.0%5,8630.3%TransportationVVisa$254,7840.0%7270.3%Business ServicesVVVanguard Large-Cap ETF$239,436$771 ▲0.3%9320.2%ETFSCZiShares MSCI EAFE Small-Cap ETF$238,492$127 ▼-0.1%3,7540.2%ETFVOOVanguard S&P 500 ETF$234,223$43,146 ▼-15.6%4560.2%ETFMCDMcDonald's$232,091$312 ▲0.1%7430.2%Retail/WholesaleFIDELITY COVINGTON TRUST$226,193$3,935 ▼-1.7%7,3580.2%ENHANCED LARGEIWOiShares Russell 2000 Growth ETF$218,3460.0%8540.2%ETFCARMCarisma Therapeutics$4,7590.0%15,3500.0%MedicalTSLATesla$0$277,034 ▼-100.0%00.0%Auto/Tires/TrucksAGGiShares Core U.S. Aggregate Bond ETF$0$238,762 ▼-100.0%00.0%FinanceIVTInvenTrust Properties$0$225,252 ▼-100.0%00.0%FinanceDECKDeckers Outdoor$0$217,831 ▼-100.0%00.0%Retail/WholesaleSPMDSPDR Portfolio S&P 400 Mid Cap ETF$0$209,080 ▼-100.0%00.0%ETFShowing 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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