Dynamic Wealth Strategies, LLC Top Holdings and 13F Report (2025) About Dynamic Wealth Strategies, LLCInvestment ActivityDynamic Wealth Strategies, LLC has $138.86 million in total holdings as of March 31, 2025.Dynamic Wealth Strategies, LLC owns shares of 235 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 23.49% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Dynamic Wealth Strategies, LLC has purchased 233 new stocks and bought additional shares in 36 stocks.Dynamic Wealth Strategies, LLC sold shares of 97 stocks and completely divested from 13 stocks this quarter.Largest Holdings iShares 0-3 Month Treasury Bond ETF $14,400,180Vanguard Total Bond Market ETF $12,606,119iShares Expanded Tech Sector ETF $10,574,340iShares MSCI EAFE ETF $10,038,765Vanguard Value ETF $9,868,631 Largest New Holdings this Quarter 464287432 - iShares 20+ Year Treasury Bond ETF $1,948,472 Holding009066101 - Airbnb $151,662 Holding773903109 - Rockwell Automation $45,839 Holding921910816 - Vanguard Mega Cap Growth ETF $44,307 Holding921910840 - Vanguard Mega Cap Value ETF $30,045 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 125,332 shares (about $12.62M)Vanguard Total Bond Market ETF 49,775 shares (about $3.66M)iShares Expanded Tech Sector ETF 26,825 shares (about $3.01M)Vanguard Intermediate-Term Treasury ETF 40,366 shares (about $2.41M)iShares 20+ Year Treasury Bond ETF 22,079 shares (about $1.95M) Largest Sales this Quarter iShares 7-10 Year Treasury Bond ETF 87,402 shares (about $8.37M)SPDR Portfolio S&P 500 Growth ETF 25,022 shares (about $2.39M)SPDR Portfolio Short Term Corporate Bond ETF 60,046 shares (about $1.81M)Vanguard Value ETF 9,541 shares (about $1.69M)Vanguard FTSE Emerging Markets ETF 23,366 shares (about $1.16M) 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 PortfolioSectorSGOViShares 0-3 Month Treasury Bond ETF$14,400,180$12,619,679 ▲708.8%143,01510.4%ETFBNDVanguard Total Bond Market ETF$12,606,119$3,664,933 ▲41.0%171,2099.1%ETFIGMiShares Expanded Tech Sector ETF$10,574,340$3,013,521 ▲39.9%94,1287.6%ETFEFAiShares MSCI EAFE ETF$10,038,765$346,207 ▲3.6%112,3037.2%FinanceVTVVanguard Value ETF$9,868,631$1,686,276 ▼-14.6%55,8377.1%ETFSPHQInvesco S&P 500 Quality ETF$6,763,287$295,016 ▲4.6%94,9104.9%ETFVGITVanguard Intermediate-Term Treasury ETF$6,339,262$2,414,290 ▲61.5%105,9904.6%ETFVMBSVanguard Mortgage-Backed Securities ETF$4,574,221$794,129 ▲21.0%98,7103.3%ETFEWJiShares MSCI Japan ETF$3,130,747$1,664,034 ▲113.5%41,7602.3%ETFEFViShares MSCI EAFE Value ETF$3,096,872$97,061 ▲3.2%48,7852.2%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$3,038,684$1,812,789 ▼-37.4%100,6522.2%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$2,974,781$130,726 ▲4.6%24,5082.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,777,815$2,385,097 ▼-46.2%29,1422.0%ETFEWUiShares MSCI United Kingdom ETF$2,718,953$1,492,598 ▲121.7%68,4532.0%ETFEMXCiShares MSCI Emerging Markets ex China ETF$2,640,704$1,133,615 ▼-30.0%41,8231.9%ManufacturingPFFiShares Preferred and Income Securities ETF$2,129,591$325,055 ▲18.0%69,4131.5%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,985,312$8,370,489 ▼-80.8%20,7301.4%ETFTLTiShares 20+ Year Treasury Bond ETF$1,948,472$1,948,472 ▲New Holding22,0791.4%ETFGDXVanEck Gold Miners ETF$1,902,116$745,135 ▲64.4%36,5371.4%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$1,881,790$934,196 ▼-33.2%56,0391.4%ETFCOPXGlobal X Copper Miners ETF$1,752,345$564,165 ▲47.5%38,9411.3%ETFBNDXVanguard Total International Bond ETF$1,587,489$10,199 ▲0.6%32,0641.1%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,523,784$750,500 ▼-33.0%16,4521.1%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$1,386,316$117,282 ▲9.2%20,4021.0%ETFQLTAiShares Aaa - A Rated Corporate Bond ETF$1,325,407$299,383 ▲29.2%27,7051.0%ETFVOVanguard Mid-Cap ETF$1,249,161$252,686 ▲25.4%4,4640.9%ETFSUBiShares Short-Term National Muni Bond ETF$1,146,239$454,391 ▲65.7%10,7790.8%ETFXLCCommunication Services Select Sector SPDR Fund$884,194$142,825 ▲19.3%8,1470.6%ETFVWOVanguard FTSE Emerging Markets ETF$847,942$1,155,682 ▼-57.7%17,1440.6%ETFMSFTMicrosoft$723,234$8,456 ▼-1.2%1,4540.5%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$702,795$39,628 ▼-5.3%5,2140.5%ETFXLKTechnology Select Sector SPDR Fund$671,313$641,938 ▲2,185.3%2,6510.5%ETFGOOGLAlphabet$613,104$47,935 ▼-7.3%3,4790.4%Computer and TechnologyAAPLApple$577,348$3,283 ▼-0.6%2,8140.4%Computer and TechnologyAMZNAmazon.com$543,429$70,424 ▼-11.5%2,4770.4%Retail/WholesaleNVDANVIDIA$475,076$2,212 ▲0.5%3,0070.3%Computer and TechnologyCOSTCostco Wholesale$456,362$38,608 ▼-7.8%4610.3%Retail/WholesaleNOWServiceNow$429,737$22,618 ▼-5.0%4180.3%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$428,062$55,447 ▲14.9%5,2420.3%ETFITAiShares U.S. Aerospace & Defense ETF$412,556$13,959 ▲3.5%2,1870.3%ETFJPMJPMorgan Chase & Co.$398,626$24,063 ▼-5.7%1,3750.3%FinanceGLDSPDR Gold Shares$388,0490.0%1,2730.3%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$386,905$174,132 ▼-31.0%4,6660.3%ETFMETAMeta Platforms$369,045$4,429 ▼-1.2%5000.3%Computer and TechnologyVUGVanguard Growth ETF$354,2270.0%8080.3%ETFCRMSalesforce$334,318$6,817 ▼-2.0%1,2260.2%Computer and TechnologyMUBiShares National Muni Bond ETF$316,7830.0%3,0320.2%ETFADIAnalog Devices$292,7650.0%1,2300.2%Computer and TechnologyCOFCapital One Financial$288,715$38,935 ▼-11.9%1,3570.2%FinanceHONHoneywell International$283,182$8,384 ▼-2.9%1,2160.2%Multi-Sector ConglomeratesWMTWalmart$274,371$39,601 ▼-12.6%2,8060.2%Retail/WholesaleLAM RESEARCH CORP$270,411$38,644 ▼-12.5%2,7780.2%COM NEWTRVTravelers Companies$260,049$50,298 ▼-16.2%9720.2%FinanceXOMExxon Mobil$249,449$8,947 ▼-3.5%2,3140.2%EnergyTMOThermo Fisher Scientific$240,032$6,082 ▼-2.5%5920.2%MedicalPINSPinterest$236,533$12,945 ▲5.8%6,5960.2%Computer and TechnologyCMECME Group$233,450$7,717 ▼-3.2%8470.2%FinanceREZiShares Residential and Multisector Real Estate ETF$233,187$33,101 ▲16.5%2,8320.2%ETFLMTLockheed Martin$232,959$17,136 ▼-6.9%5030.2%AerospaceKLACKLA$231,997$21,498 ▼-8.5%2590.2%Computer and TechnologyPWZInvesco California AMT-Free Municipal Bond ETF$226,795$573,044 ▼-71.6%9,7170.2%ETFCVXChevron$216,217$7,732 ▼-3.5%1,5100.2%EnergyGILDGilead Sciences$212,981$51,665 ▼-19.5%1,9210.2%MedicalVVisa$210,545$26,629 ▼-11.2%5930.2%Business ServicesVGSHVanguard Short-Term Treasury ETF$209,022$14,225 ▼-6.4%3,5560.2%ETFAPDAir Products and Chemicals$203,929$16,642 ▼-7.5%7230.1%Basic MaterialsFTNTFortinet$198,331$15,647 ▼-7.3%1,8760.1%Computer and TechnologyVNQVanguard Real Estate ETF$196,555$4,809 ▼-2.4%2,2070.1%ETFAFLAflac$189,933$37,122 ▼-16.3%1,8010.1%FinanceAVGOBroadcom$184,961$61,470 ▲49.8%6710.1%Computer and TechnologyXBISPDR S&P Biotech ETF$175,895$18,162 ▲11.5%2,1210.1%ETFADBEAdobe$172,162$6,964 ▼-3.9%4450.1%Computer and TechnologyBRK.BBerkshire Hathaway$170,020$23,803 ▼-12.3%3500.1%FinanceMDTMedtronic$168,935$3,487 ▼-2.0%1,9380.1%MedicalBWABorgWarner$167,534$10,914 ▼-6.1%5,0040.1%Auto/Tires/TrucksTXNTexas Instruments$167,3420.0%8060.1%Computer and TechnologyLABCORP HOLDINGS INC$167,219$6,563 ▼-3.8%6370.1%COM SHSDIVOAmplify CWP Enhanced Dividend Income ETF$158,967$2,468 ▼-1.5%3,7360.1%ETFAMDAdvanced Micro Devices$154,955$8,798 ▼-5.4%1,0920.1%Computer and TechnologyJJacobs Solutions$151,825$8,413 ▼-5.3%1,1550.1%Business ServicesABNBAirbnb$151,662$151,662 ▲New Holding1,1460.1%Consumer DiscretionaryIWMiShares Russell 2000 ETF$151,053$1,942 ▲1.3%7000.1%FinanceDOMINOS PIZZA INC$145,994$32,894 ▼-18.4%3240.1%COMCSCOCisco Systems$140,425$4,995 ▼-3.4%2,0240.1%Computer and TechnologyHDHome Depot$138,223$11,366 ▼-7.6%3770.1%Retail/WholesaleESGEiShares ESG Aware MSCI EM ETF$137,6430.0%3,5140.1%ManufacturingJNJJohnson & Johnson$137,017$16,344 ▼-10.7%8970.1%MedicalBLACKROCK INC$129,058$5,246 ▼-3.9%1230.1%COMPPLPPL$128,477$8,439 ▼-6.2%3,7910.1%UtilitiesMDLZMondelez International$120,987$27,853 ▼-18.7%1,7940.1%Consumer StaplesADSKAutodesk$120,423$8,978 ▼-6.9%3890.1%Computer and TechnologyTSLATesla$119,758$44,472 ▼-27.1%3770.1%Auto/Tires/TrucksSCHWCharles Schwab$118,977$22,445 ▼-15.9%1,3040.1%FinanceJKHYJack Henry & Associates$116,390$4,865 ▼-4.0%6460.1%Computer and TechnologyAVBAvalonBay Communities$115,792$17,298 ▼-13.0%5690.1%FinanceNEENextEra Energy$109,614$4,721 ▼-4.1%1,5790.1%UtilitiesMCKMcKesson$105,520$20,518 ▼-16.3%1440.1%MedicalLLYEli Lilly and Company$102,898$1,559 ▲1.5%1320.1%MedicalABTAbbott Laboratories$98,8790.0%7270.1%MedicalLULUlululemon athletica$96,457$8,553 ▲9.7%4060.1%Consumer DiscretionaryShowing 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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