Dynamic Wealth Strategies, LLC Top Holdings and 13F Report (2025) About Dynamic Wealth Strategies, LLCInvestment ActivityDynamic Wealth Strategies, LLC has $187.73 million in total holdings as of March 31, 2025.Dynamic Wealth Strategies, LLC owns shares of 298 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 6.76% of the portfolio was purchased this quarter.About 6.40% of the portfolio was sold this quarter.This quarter, Dynamic Wealth Strategies, LLC has purchased 291 new stocks and bought additional shares in 66 stocks.Dynamic Wealth Strategies, LLC sold shares of 66 stocks and completely divested from 7 stocks this quarter.Largest Holdings Vanguard Total Bond Market ETF $16,233,832iShares Expanded Tech Sector ETF $15,603,575Vanguard Short-Term Treasury ETF $15,044,860Vanguard Value ETF $12,545,389Vanguard Mortgage-Backed Securities ETF $10,745,532 Largest New Holdings this Quarter 808524870 - Schwab U.S. TIPS ETF $168,396 Holding22822V101 - Crown Castle $19,995 Holding277276101 - EastGroup Properties $19,745 Holding76169C100 - Rexford Industrial Realty $14,508 Holding78377T107 - Ryman Hospitality Properties $11,953 Holding Largest Purchases this Quarter Vanguard Short-Term Treasury ETF 107,285 shares (about $6.18M)Health Care Select Sector SPDR Fund 7,678 shares (about $1.29M)Vanguard FTSE Emerging Markets ETF 15,121 shares (about $896.83K)SPDR Portfolio S&P 500 Growth ETF 5,566 shares (about $685.06K)iShares MSCI Emerging Markets ex China ETF 6,715 shares (about $665.32K) Largest Sales this Quarter Vanguard Intermediate-Term Treasury ETF 49,977 shares (about $2.83M)iShares Expanded Tech Sector ETF 9,149 shares (about $1.55M)Vanguard FTSE Developed Markets ETF 12,343 shares (about $871.54K)iShares MSCI Germany ETF 15,996 shares (about $660.79K)iShares U.S. Small Cap Equity Factor ETF 7,549 shares (about $630.79K) 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 PortfolioSectorBNDVanguard Total Bond Market ETF$16,233,832$341,560 ▲2.1%231,4168.6%ETFIGMiShares Expanded Tech Sector ETF$15,603,575$1,546,547 ▼-9.0%92,3078.3%ETFVGSHVanguard Short-Term Treasury ETF$15,044,860$6,175,325 ▲69.6%261,3778.0%ETFVTVVanguard Value ETF$12,545,389$42,136 ▼-0.3%58,0596.7%ETFVMBSVanguard Mortgage-Backed Securities ETF$10,745,532$526,658 ▲5.2%241,9625.7%ETFSPHQInvesco S&P 500 Quality ETF$7,816,077$83,323 ▼-1.1%92,9604.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$7,655,576$685,063 ▲9.8%62,2004.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$6,445,451$665,322 ▲11.5%65,0533.4%ETFEFAiShares MSCI EAFE ETF$6,028,841$126,538 ▼-2.1%58,0313.2%ETFVGITVanguard Intermediate-Term Treasury ETF$5,861,874$2,831,697 ▼-32.6%103,4573.1%ETFVEAVanguard FTSE Developed Markets ETF$5,734,874$871,539 ▼-13.2%81,2193.1%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$4,150,900$1,595 ▲0.0%28,6192.2%ETFIEFiShares 7-10 Year Treasury Bond ETF$3,587,583$562,564 ▼-13.6%40,1701.9%ETFEWJiShares MSCI Japan ETF$3,585,164$184,102 ▼-4.9%36,7861.9%ETFEFViShares MSCI EAFE Value ETF$3,584,409$218,822 ▼-5.8%45,2921.9%ETFIGViShares Expanded Tech-Software Sector ETF$3,292,255$614,603 ▼-15.7%30,9191.8%ETFXLVHealth Care Select Sector SPDR Fund$3,282,001$1,293,129 ▲65.0%19,4871.7%ETFXLFFinancial Select Sector SPDR Fund$3,113,167$9,826 ▼-0.3%58,2991.7%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$2,806,488$87,511 ▼-3.0%86,9421.5%ETFXLCCommunication Services Select Sector SPDR Fund$2,628,768$44,721 ▲1.7%23,6891.4%ETFVWOVanguard FTSE Emerging Markets ETF$2,526,487$896,826 ▲55.0%42,5981.3%ETFGDXVanEck Gold Miners ETF$2,492,818$253,391 ▼-9.2%28,3921.3%ETFVOVanguard Mid-Cap ETF$1,931,485$531,688 ▼-21.6%24,6301.0%ETFCOPXGlobal X Copper Miners ETF$1,921,165$1,779 ▼-0.1%22,6821.0%ETFTLTiShares 20+ Year Treasury Bond ETF$1,659,981$79,413 ▼-4.6%21,3420.9%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$1,610,436$29,176 ▲1.8%54,4250.9%ETFXLKTechnology Select Sector SPDR Fund$1,572,656$8,613 ▲0.6%8,0340.8%ETFGOOGLAlphabet$1,221,484$31,311 ▲2.6%3,5500.7%Communication ServicesQLTAiShares Aaa - A Rated Corporate Bond ETF$1,210,141$325,548 ▼-21.2%26,8980.6%ETFAAPLApple$1,187,549$179,498 ▲17.8%3,5660.6%TechnologySUBiShares Short-Term National Muni Bond ETF$997,416$83,632 ▼-7.7%9,5410.5%ETFNVDANVIDIA$978,152$145,021 ▲17.4%4,2830.5%TechnologySMLFiShares U.S. Small Cap Equity Factor ETF$919,578$630,795 ▼-40.7%11,0050.5%ETFMSFTMicrosoft$783,198$81,551 ▲11.6%1,5270.4%TechnologyJPMJPMorgan Chase & Co.$646,442$88,001 ▼-12.0%1,9540.3%FinanceAMZNAmazon.com$597,711$17,441 ▲3.0%2,3990.3%Consumer DiscretionaryFLGBFranklin FTSE United Kingdom ETF$591,417$146,340 ▲32.9%16,4970.3%ETFAVGOBroadcom$588,243$2,107 ▲0.4%1,6750.3%TechnologyEWUiShares MSCI United Kingdom ETF$579,485$1,163 ▼-0.2%12,4540.3%ETFEWGiShares MSCI Germany ETF$555,867$660,794 ▼-54.3%13,4560.3%ETFXLUUtilities Select Sector SPDR Fund$535,319$86,531 ▼-13.9%13,5730.3%ETFADIAnalog Devices$490,3340.0%1,2360.3%TechnologyGLDSPDR Gold Shares$463,8630.0%1,2180.2%ETFLAM RESEARCH CORP COM NEW$454,658$2,957 ▼-0.6%1,3840.2%StockLMTLockheed Martin$449,668$50,416 ▲12.6%8830.2%IndustrialsBNDXVanguard Total International Bond ETF$445,406$96,177 ▲27.5%9,5030.2%ETFVUGVanguard Growth ETF$436,8530.0%4,8480.2%ETFLLYEli Lilly and Company$436,219$13,885 ▲3.3%3770.2%HealthcareCVXChevron$395,963$36,554 ▲10.2%1,9390.2%EnergyXLYConsumer Discretionary Select Sector SPDR Fund$391,8240.0%3,6000.2%ETFGILDGilead Sciences$384,400$88,387 ▼-18.7%2,5790.2%HealthcareCOSTCostco Wholesale$383,2530.0%4210.2%Consumer StaplesEXXONMOBIL HOLDINGS CORP COM SHS$375,464$976 ▼-0.3%2,3070.2%StockMETAMeta Platforms$363,315$6,527 ▼-1.8%5010.2%Communication ServicesXLIIndustrial Select Sector SPDR Fund$362,514$95,346 ▲35.7%2,1710.2%ETFJNJJohnson & Johnson$358,987$2,118 ▲0.6%1,3560.2%HealthcareVCITVanguard Intermediate-Term Corporate Bond ETF$356,467$2,193 ▲0.6%4,5520.2%ETFTRVTravelers Companies$345,102$13,904 ▼-3.9%9680.2%FinanceTMOThermo Fisher Scientific$342,250$39,828 ▼-10.4%5070.2%HealthcareWALMART INC COM$307,395$4,053 ▲1.3%2,9580.2%StockNOWServiceNow$298,842$120,073 ▼-28.7%2,2300.2%TechnologyCRMSalesforce$288,340$36,502 ▼-11.2%1,2560.2%TechnologyFTNTFortinet$275,112$12,692 ▲4.8%1,5390.1%TechnologyJJacobs Solutions$271,622$8,657 ▼-3.1%2,0080.1%IndustrialsCOFCapital One Financial$265,857$48,460 ▼-15.4%1,3770.1%FinanceSCHWCharles Schwab$262,334$195 ▲0.1%2,6840.1%FinanceVWOBVanguard Emerging Markets Government Bond ETF$258,391$254,035 ▼-49.6%4,0930.1%ETFKLACKLA$256,918$22,027 ▲9.4%1,3180.1%TechnologyTXNTexas Instruments$247,3190.0%8830.1%TechnologyBWABorgWarner$244,107$4,268 ▲1.8%4,0610.1%Consumer DiscretionaryHDHome Depot$237,549$15,931 ▼-6.3%8350.1%Consumer DiscretionaryVVisa$233,205$63,601 ▼-21.4%6490.1%FinanceARISTA NETWORKS INC COM SHS$221,506$13,844 ▼-5.9%1,0880.1%StockXLPConsumer Staples Select Sector SPDR Fund$217,4590.0%2,6980.1%ETFBRK.BBerkshire Hathaway$216,110$1,992 ▲0.9%4340.1%FinanceISHARES 0-3 MONTH TREASURY BOND ETF$214,549$30,506 ▲16.6%2,1310.1%ETFCMECME Group$213,5140.0%8150.1%FinanceVIGVanguard Dividend Appreciation ETF$209,2790.0%8970.1%ETFABBVAbbVie$208,2260.0%7960.1%HealthcareDIVOAmplify CWP Enhanced Dividend Income ETF$208,089$8,136 ▲4.1%4,4760.1%ETFKOCoca-Cola$198,673$42,093 ▲26.9%2,3080.1%Consumer StaplesHONEYWELL INTL INC COM$192,799$85,431 ▲79.6%9140.1%StockESGEiShares ESG Aware MSCI EM ETF$190,3180.0%3,5140.1%ETFVNQVanguard Real Estate ETF$188,133$3,944 ▼-2.1%2,0990.1%ETFMUMicron Technology$186,394$180,003 ▲2,816.7%1750.1%TechnologyPGProcter & Gamble$184,3600.0%1,2690.1%Consumer StaplesMETMetLife$183,3300.0%1,9470.1%FinanceBLACKROCK INC COM$183,084$6,350 ▼-3.4%1730.1%StockLABCORP HOLDINGS INC COM SHS$179,320$12,324 ▼-6.4%5820.1%StockEMREmerson Electric$176,8140.0%1,1400.1%IndustrialsMRKMerck & Co., Inc.$174,517$436 ▲0.3%1,2010.1%HealthcareXBISPDR S&P Biotech ETF$173,448$173,606 ▼-50.0%1,1000.1%ETFEQREquity Residential$171,343$147,039 ▲605.0%2,8200.1%Real EstateSCHPSchwab U.S. TIPS ETF$168,396$168,396 ▲New Holding6,7010.1%ETFAMDAdvanced Micro Devices$167,010$51,388 ▲44.4%2730.1%TechnologyTMUST-Mobile US$166,994$12,231 ▲7.9%1,0240.1%Communication ServicesCTVACorteva$155,067$35,719 ▲29.9%1,9970.1%MaterialsIWMiShares Russell 2000 ETF$150,338$37,515 ▼-20.0%5410.1%ETFXLEEnergy Select Sector SPDR Fund$147,231$24,600 ▼-14.3%2,3940.1%ETFADBEAdobe$138,925$26,633 ▼-16.1%5790.1%TechnologyShowing largest 100 holdings. 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