Dynamic Financial Group Top Holdings and 13F Report (2025) About Dynamic Financial GroupInvestment ActivityDynamic Financial Group has $103.75 million in total holdings as of June 30, 2025.Dynamic Financial Group owns shares of 61 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 4.01% of the portfolio was purchased this quarter.About 3.11% of the portfolio was sold this quarter.This quarter, Dynamic Financial Group has purchased 57 new stocks and bought additional shares in 24 stocks.Dynamic Financial Group sold shares of 19 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares 0-3 Month Treasury Bond ETF $54,168,900iShares Russell 1000 Growth ETF $5,868,839Deere & Company $5,251,195Verizon Communications $3,674,692iShares Russell 1000 Value ETF $2,361,289 Largest New Holdings this Quarter 61774R833 - MORGAN STANLEY ETF TRUST $679,841 Holding46434V621 - iShares Core Dividend Growth ETF $376,600 Holding88160R101 - Tesla $241,422 Holding69374H709 - Pacer Global Cash Cows Dividend ETF $233,933 Holding922908595 - Vanguard Small-Cap Growth ETF $209,676 Holding Largest Purchases this Quarter MORGAN STANLEY ETF TRUST 13,635 shares (about $679.84K)Nuveen Municipal Value Fund 49,461 shares (about $429.82K)iShares Core Dividend Growth ETF 5,890 shares (about $376.60K)iShares Russell Mid-Cap Growth ETF 2,442 shares (about $338.65K)SPDR S&P 600 Small Cap Growth ETF 3,395 shares (about $301.31K) Largest Sales this Quarter iShares 0-3 Month Treasury Bond ETF 22,180 shares (about $2.23M)iShares Russell 1000 Growth ETF 400 shares (about $169.83K)iShares US Small Cap Value Factor ETF 4,151 shares (about $128.91K)iShares MSCI EAFE Growth ETF 524 shares (about $58.69K)Delta Air Lines 455 shares (about $22.38K) 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$54,168,900$2,233,304 ▼-4.0%537,97752.2%ETFIWFiShares Russell 1000 Growth ETF$5,868,839$169,828 ▼-2.8%13,8235.7%ETFDEDeere & Company$5,251,195$20,848 ▼-0.4%10,3275.1%IndustrialsVZVerizon Communications$3,674,692$4,067 ▲0.1%84,9253.5%Computer and TechnologyIWDiShares Russell 1000 Value ETF$2,361,289$1,942 ▼-0.1%12,1572.3%ETFIEFAiShares Core MSCI EAFE ETF$1,774,118$16,279 ▼-0.9%21,2521.7%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$1,674,205$301,311 ▲21.9%18,8641.6%ETFEFGiShares MSCI EAFE Growth ETF$1,515,166$58,689 ▼-3.7%13,5281.5%ETFPFEPfizer$1,513,525$45,426 ▲3.1%62,4391.5%MedicalIWPiShares Russell Mid-Cap Growth ETF$1,378,995$338,647 ▲32.6%9,9441.3%ETFNUVNuveen Municipal Value Fund$1,334,103$429,815 ▲47.5%153,5221.3%FinanceVBRVanguard Small-Cap Value ETF$1,185,386$37,049 ▲3.2%6,0791.1%ETFAAPLApple$1,158,142$24,619 ▲2.2%5,6451.1%Computer and TechnologyBRK.BBerkshire Hathaway$1,107,737$20,892 ▼-1.9%2,2801.1%FinanceTAT&T$924,168$15,483 ▼-1.6%31,9340.9%Computer and TechnologyPECOPhillips Edison & Company, Inc.$818,441$9,913 ▼-1.2%23,3640.8%FinanceVUGVanguard Growth ETF$732,324$63,147 ▲9.4%1,6700.7%ETFAMZNAmazon.com$730,130$23,475 ▲3.3%3,3280.7%Retail/WholesaleQQQInvesco QQQ$729,555$179,769 ▲32.7%1,3230.7%FinanceVTVVanguard Value ETF$696,887$288,970 ▲70.8%3,9430.7%ETFMORGAN STANLEY ETF TRUST$679,841$679,841 ▲New Holding13,6350.7%EATON VANCE FLTGMSFTMicrosoft$647,905$8,453 ▲1.3%1,3030.6%Computer and TechnologyNVDANVIDIA$601,633$15,799 ▲2.7%3,8080.6%Computer and TechnologyIVWiShares S&P 500 Growth ETF$592,632$60,441 ▲11.4%5,3830.6%ETFIAUiShares Gold Trust$564,308$811 ▼-0.1%9,0490.5%FinanceGLDSPDR Gold Shares$563,3260.0%1,8480.5%FinanceIUSViShares Core S&P U.S. Value ETF$537,736$58,855 ▲12.3%5,6830.5%ManufacturingCASYCasey's General Stores$502,650$13,268 ▼-2.6%9850.5%Retail/WholesaleGOOGLAlphabet$500,493$3,525 ▲0.7%2,8400.5%Computer and TechnologyEFAiShares MSCI EAFE ETF$500,149$74,285 ▲17.4%5,5950.5%FinanceSPYSPDR S&P 500 ETF Trust$476,141$159,949 ▲50.6%7710.5%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$474,7060.0%5,8860.5%ETFIWSiShares Russell Mid-Cap Value ETF$472,849$529 ▼-0.1%3,5780.5%ETFIJHiShares Core S&P Mid-Cap ETF$428,9920.0%6,9170.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$422,096$7,432 ▼-1.7%8,0650.4%ETFSPEMSPDR Portfolio Emerging Markets ETF$415,564$26,029 ▲6.7%9,7230.4%ETFGOOGAlphabet$405,3360.0%2,2850.4%Computer and TechnologyDGROiShares Core Dividend Growth ETF$376,600$376,600 ▲New Holding5,8900.4%ETFMOAltria Group$376,142$4,397 ▼-1.2%6,4160.4%Consumer StaplesGEGE Aerospace$356,665$1,544 ▲0.4%1,3860.3%AerospaceXLKTechnology Select Sector SPDR Fund$323,1210.0%1,2760.3%ETFLINDE PLC$322,7960.0%6880.3%SHSVOOVanguard S&P 500 ETF$315,692$56,779 ▲21.9%5560.3%ETFFIDELITY COVINGTON TRUST$312,102$8,122 ▲2.7%9,0690.3%ENHANCED MIDWMTWalmart$300,609$1,173 ▲0.4%3,0740.3%Retail/WholesaleSCZiShares MSCI EAFE Small-Cap ETF$272,8410.0%3,7540.3%ETFAONAON$271,8510.0%7620.3%FinanceDALDelta Air Lines$265,965$22,377 ▼-7.8%5,4080.3%TransportationVVVanguard Large-Cap ETF$265,7710.0%9320.3%ETFJPIEJPMorgan Income ETF$263,5140.0%5,6890.3%ETFIJSiShares S&P Small-Cap 600 Value ETF$263,251$7,760 ▼-2.9%2,6460.3%ETFXOMExxon Mobil$259,064$862 ▼-0.3%2,4030.2%EnergyVVisa$258,1210.0%7270.2%Business ServicesTSLATesla$241,422$241,422 ▲New Holding7600.2%Auto/Tires/TrucksGCOWPacer Global Cash Cows Dividend ETF$233,933$233,933 ▲New Holding6,1610.2%ETFFIDELITY COVINGTON TRUST$232,442$1,334 ▼-0.6%7,3160.2%ENHANCED LARGEMCDMcDonald's$219,712$2,630 ▲1.2%7520.2%Retail/WholesaleSVALiShares US Small Cap Value Factor ETF$214,346$128,912 ▼-37.6%6,9020.2%ETFVBKVanguard Small-Cap Growth ETF$209,676$209,676 ▲New Holding7570.2%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$207,895$207,895 ▲New Holding3,8230.2%ETFCARMCarisma Therapeutics$6,0110.0%15,3500.0%MedicalUNHUnitedHealth Group$0$272,350 ▼-100.0%00.0%MedicalIWOiShares Russell 2000 Growth ETF$0$218,346 ▼-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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