The Analysis of Dynamic Financial Group's Holdings
Currently, Dynamic Financial Group holds 66 types of securities in its portfolio with a total value $115.2M. In the most recent quarter, they have increased their positions in SGOV (+73.1K shares, valued at $7.4M), JAAA (+11.4K shares, valued at $577.7K), NUV (+61.2K shares, valued at $549.9K); decreased their positions in VUG (-476 shares, valued at $228.3K), T (-5.1K shares, valued at $143.2K), IAU (-1.2K shares, valued at $86.0K); initiated new positions in JAAA (+11.4K shares, valued at $577.7K), FBTC (+2.2K shares, valued at $217.9K), IWO (+672 shares, valued at $215.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SGOV ISHARES TR611.1K shares13.58%2025-09-302025-10-28
IWF ISHARES TR13.7K shares-1.13%2025-09-302025-10-28 DE DEERE & CO10.3K shares0.07%2025-09-302025-10-28 VZ VERIZON COMMUNICATIONS INC84.7K shares-0.30%2025-09-302025-10-28 IWD ISHARES TR12.5K shares3.02%2025-09-302025-10-28 NUV NUVEEN MUN VALUE FD INC214.8K shares39.89%2025-09-302025-10-28 IEFA ISHARES TR22.0K shares3.54%2025-09-302025-10-28 SLYG SPDR SERIES TRUST19.6K shares3.72%2025-09-302025-10-28 PFE PFIZER INC62.7K shares0.39%2025-09-302025-10-28 EFG ISHARES TR13.4K shares-1.06%2025-09-302025-10-28 AAPL APPLE INC5.6K shares-1.10%2025-09-302025-10-28 IWP ISHARES TR9.8K shares-1.08%2025-09-302025-10-28 VBR VANGUARD INDEX FDS6.2K shares2.45%2025-09-302025-10-28 BRK.B BERKSHIRE HATHAWAY INC DEL2.1K shares-6.89%2025-09-302025-10-28 PECO PHILLIPS EDISON & CO INC22.8K shares-2.48%2025-09-302025-10-28 QQQ INVESCO QQQ TR1.3K shares-2.19%2025-09-302025-10-28 T AT&T INC26.9K shares-15.88%2025-09-302025-10-28 VTV VANGUARD INDEX FDS3.9K shares0.15%2025-09-302025-10-28 AMZN AMAZON COM INC3.3K shares0.00%2025-09-302025-10-28 NVDA NVIDIA CORPORATION3.7K shares-2.52%2025-09-302025-10-28 GOOGL ALPHABET INC2.8K shares-1.06%2025-09-302025-10-28 MSFT MICROSOFT CORP1.3K shares0.00%2025-09-302025-10-28 EVLN MORGAN STANLEY ETF TRUST13.5K shares-1.11%2025-09-302025-10-28 GLD SPDR GOLD TR1.8K shares-0.54%2025-09-302025-10-28 IVW ISHARES TR5.4K shares0.04%2025-09-302025-10-28 IUSV ISHARES TR5.8K shares2.25%2025-09-302025-10-28 JAAA JANUS DETROIT STR TR11.4K sharesnew addition2025-09-302025-10-28 VUG VANGUARD INDEX FDS1.2K shares-28.50%2025-09-302025-10-28 IAU ISHARES GOLD TR7.9K shares-13.06%2025-09-302025-10-28 CASY CASEYS GEN STORES INC986 shares0.10%2025-09-302025-10-28 GOOG ALPHABET INC2.3K shares0.00%2025-09-302025-10-28 EFA ISHARES TR5.7K shares1.36%2025-09-302025-10-28 SPY SPDR S&P 500 ETF TR745 shares-3.37%2025-09-302025-10-28 HYG ISHARES TR5.9K shares0.00%2025-09-302025-10-28 IWS ISHARES TR3.4K shares-4.58%2025-09-302025-10-28 SPYV SPDR SERIES TRUST8.2K shares1.45%2025-09-302025-10-28 IJH ISHARES TR6.9K shares0.00%2025-09-302025-10-28 SPEM SPDR INDEX SHS FDS9.2K shares-5.18%2025-09-302025-10-28 GE GE AEROSPACE1.4K shares0.07%2025-09-302025-10-28 MO ALTRIA GROUP INC6.3K shares-1.89%2025-09-302025-10-28 DGRO ISHARES TR5.9K shares0.19%2025-09-302025-10-28 XLK SELECT SECTOR SPDR TR1.3K shares0.00%2025-09-302025-10-28 VOO VANGUARD INDEX FDS552 shares-0.72%2025-09-302025-10-28 TSLA TESLA INC760 shares0.00%2025-09-302025-10-28 FMDE FIDELITY COVINGTON TRUST9.1K shares0.21%2025-09-302025-10-28 LIN LINDE PLC688 shares0.00%2025-09-302025-10-28 WMT WALMART INC3.1K shares0.03%2025-09-302025-10-28 DAL DELTA AIR LINES INC DEL5.4K shares0.00%2025-09-302025-10-28 VV VANGUARD INDEX FDS934 shares0.21%2025-09-302025-10-28 IJS ISHARES TR2.6K shares-2.38%2025-09-302025-10-28 SCZ ISHARES TR3.6K shares-4.77%2025-09-302025-10-28 XOM EXXON MOBIL CORP2.4K shares0.96%2025-09-302025-10-28 AON AON PLC762 shares0.00%2025-09-302025-10-28 JPIE J P MORGAN EXCHANGE TRADED F5.6K shares-1.30%2025-09-302025-10-28 V VISA INC727 shares0.00%2025-09-302025-10-28 SPMD SPDR SERIES TRUST4.3K shares12.16%2025-09-302025-10-28 GCOW PACER FDS TR6.2K shares0.00%2025-09-302025-10-28 FELV FIDELITY COVINGTON TRUST7.2K shares-1.52%2025-09-302025-10-28 MCD MCDONALDS CORP742 shares-1.33%2025-09-302025-10-28 VBK VANGUARD INDEX FDS757 shares0.00%2025-09-302025-10-28 FBTC FIDELITY WISE ORIGIN BITCOIN2.2K sharesnew addition2025-09-302025-10-28 SVAL ISHARES TR6.5K shares-5.97%2025-09-302025-10-28 IWO ISHARES TR672 sharesnew addition2025-09-302025-10-28 ISCF ISHARES TR5.1K sharesnew addition2025-09-302025-10-28 EEM ISHARES TR3.8K sharesnew addition2025-09-302025-10-28 CARM CARISMA THERAPEUTICS INC15.3K shares0.00%2025-09-302025-10-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available