DF

Dynamic Financial Group

13F
Dynamic Financial Group
Last update 2025-05-13 57 Stocks (1 new)
Value $100.00 Mil Turnover 3 %
Countries:
Top Holdings: SGOV(56.47%)IWF(5.14%)DE(4.87%)VZ(3.85%)IWD(2.29%)
Summary Stock Picks Current Portfolio
Dynamic Financial Group Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SGOV
iShares 0-3 Month Treasury Bond ETF
560,157
56,391.0
+2.63%
56.470
+1.45%
0.120
+1.05%
+2.12%
49,697.4
 
IWF
iShares Russell 1000 Growth ETF
14,223
5,135.7
+1.11%
5.140
+0.06%
0.010
+15.56%
+5.68%
111,448.6
 
DE
Deere & Co
10,368
4,866.1
-5.62%
4.870
-0.27%
0.000
+10.84%
+23.62%
140,914.0
Farm & Heavy Construction Machinery
VZ
Verizon Communications Inc
84,831
3,847.9
+0.12%
3.850
0%
0.000
-1.01%
+12.71%
183,786.6
Telecommunication Services
IWD
iShares Russell 1000 Value ETF
12,167
2,289.4
+0.05%
2.290
0%
0.000
+4.30%
+7.01%
64,287.4
 
IEFA
iShares Core MSCI EAFE ETF
21,447
1,622.5
+0.16%
1.620
0%
0.000
+11.87%
+20.99%
142,990.4
 
PFE
Pfizer Inc
60,565
1,534.7
+2.60%
1.540
+0.04%
0.000
+4.47%
-1.13%
143,953.5
Drug Manufacturers
EFG
iShares MSCI EAFE Growth ETF
14,052
1,405.2
+0.21%
1.410
0%
0.010
+12.02%
+16.41%
13,126.5
 
SLYG
SPDR S&P 600 Small Cap Growth ETF
15,469
1,284.0
+30.34%
1.290
+0.30%
0.040
+7.23%
+0.54%
3,464.8
 
BRK.B
Berkshire Hathaway Inc
2,323
1,237.1
0%
1.240
0%
0.000
-10.64%
+6.00%
1,035,882.3
Insurance

Dynamic Financial Group's Historical Top Holdings Breakdowns

Dynamic Financial Group's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SGOV
iShares 0-3 Month Treasury Bond ETF
2025-03-31
Add
Add
+1.45%
●
100.34 ($100.51) 100.68
$100.37
-0.14%
Add 2.63%
560,157
14,361
NUV
Nuveen Municipal Value Fund Inc
2025-03-31
Add
Add
+0.75%
●
8.58 ($8.76) 8.9
$8.75
-0.11%
Add 452.49%
104,061
85,226
MO
Altria Group Inc
2025-03-31
New Buy
New Buy
+0.39%
●
50.81 ($54.6) 60.02
$59.17
8.37%
New holding
6,491
6,491
SLYG
SPDR S&P 600 Small Cap Growth ETF
2025-03-31
Add
Add
+0.30%
●
80.76 ($89.26) 94.96
$90.35
1.22%
Add 30.34%
15,469
3,601
T
AT&T Inc
2025-03-31
Reduce
Reduce
-0.28%
●
21.56 ($25.15) 28.28
$28.31
12.56%
Reduce -27.03%
32,469
-12,026
TSLA
Tesla Inc
2025-03-31
Sold Out
Sold Out
-0.28%
●
222.15 ($333.26) 428.22
$315.65
-5.28%
Sold Out
0
-686
DE
Deere & Co
2025-03-31
Reduce
Reduce
-0.27%
●
408.57 ($467.8) 509.27
$520.31
11.22%
Reduce -5.62%
10,368
-617
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.26%
●
209.68 ($231.67) 247.1
$212.44
-8.30%
Reduce -15.46%
5,525
-1,010
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Sold Out
Sold Out
-0.24%
●
95.85 ($97.76) 99.25
$98.67
0.93%
Sold Out
0
-2,464
IVT
InvenTrust Properties Corp
2025-03-31
Sold Out
Sold Out
-0.23%
●
28.36 ($29.47) 30.77
$27.33
-7.26%
Sold Out
0
-7,476

Dynamic Financial Group Total Holding History ($B)

To

Dynamic Financial Group's Asset Allocation

To

Dynamic Financial Group Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Dynamic Financial Group's Hypothetical Growth since 2025-03-31

Dynamic Financial Group's Yearly Returns

Year Portfolio % % Excess Gain %

Dynamic Financial Group's Holdings Heat Map

Size field:

Dynamic Financial Group's Holdings Bubble Chart

Dynamic Financial Group News

  • 1

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