Dynamic Financial Group
Top Portfolio Positions
28 positions ·
$26,605,917 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| DE |
Deere & Co
Industrials
|
8,916 | $5,022,382 | 18.88% | |
| VZ |
Verizon Communications Inc
Communication Services
|
87,082 | $4,371,516 | 16.43% | |
| NUV |
Nuveen Municipal Value Fund Inc
Financial Services
|
268,377 | $2,412,709 | 9.07% | |
| PFE |
Pfizer Inc
Healthcare
|
68,132 | $1,913,146 | 7.19% | |
| AAPL |
Apple Inc.
Technology
|
5,483 | $1,391,530 | 5.23% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,852 | $887,478 | 3.34% | |
| T |
At&T Inc.
Communication Services
|
29,944 | $868,076 | 3.26% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,671 | $768,072 | 2.89% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,262 | $728,401 | 2.74% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
988 | $719,125 | 2.70% |
Portfolio Trend
6 quarters · across all stocks
Holdings in NUV
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,412,709 | 268,377 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,428,877 | 268,088 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,928,499 | 214,755 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,334,106 | 153,522 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $912,614 | 104,061 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $161,792 | 18,835 | Shares | Sole | 2025-04-09 | |
| No 13F history on record for this holder in this stock. | ||||||