Dynamic Advisor Solutions LLC Purchases in Q1 2025

Dynamic Advisor Solutions LLC

  • $2.97 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
742K
New
$64.88 - $72.1 $48.2M - $53.5M
742K $48.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
513K
New
$71.17 - $73.66 $36.5M - $37.8M
513K $37.6M
VTI
Vanguard Total Stock Market Et

ETFs
120K
New
$271.18 - $303.12 $32.6M - $36.4M
120K $32.9M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.25M
New
$21.75 - $24.28 $27.1M - $30.2M
1.25M $27.4M
FNDF
Schwab Fundamental Intl Large

ETFs
744K
New
$32.9 - $37.45 $24.5M - $27.9M
744K $27.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
313K
New
$77.7 - $78.94 $24.3M - $24.7M
313K $24.7M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
924K
New
$25.58 - $29.24 $23.6M - $27M
924K $24.2M
TSLA
Tesla, Inc.

Consumer Cyclical
87.4K
New
$222.15 - $428.22 $19.4M - $37.4M
87.4K $22.7M
SCHA
Schwab Strategic Tr Us Small C

ETFs
943K
New
$23.16 - $27.04 $21.8M - $25.5M
943K $22.1M
VTV
Vanguard Value ETF

ETFs
117K
New
$167.73 - $179.21 $19.6M - $21M
117K $20M
VEA
Vanguard Ftse Developed Market

ETFs
293K
New
$47.4 - $52.99 $13.9M - $15.5M
293K $15M
SHW
Sherwin Williams CO

Basic Materials
39.4K
New
$330.16 - $365.55 $13M - $14.4M
39.4K $13.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
300K
New
$42.5 - $46.71 $12.7M - $14M
300K $13.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
26.4K
New
$507.05 - $563.67 $13.4M - $14.9M
26.4K $13.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
250K
+ 87.39%
$50.39 - $50.66 $12.6M - $12.7M
536K $27.1M
WMT
Walmart Inc.

Consumer Defensive
138K
New
$84.5 - $105.05 $11.6M - $14.5M
138K $12.1M
V
Visa Inc.

Financial Services
33.7K
New
$306.92 - $362.71 $10.3M - $12.2M
33.7K $11.8M
BNDX
Vanguard Total International B

ETFs
230K
New
$48.33 - $49.5 $11.1M - $11.4M
230K $11.2M
UNH
Unitedhealth Group Inc

Healthcare
21.4K
New
$461.52 - $548.18 $9.86M - $11.7M
21.4K $11.2M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
133K
+ 121.1%
$81.83 - $82.73 $10.9M - $11M
243K $20.1M
IHDG
Wisdomtree Tr

ETFs
232K
New
$43.4 - $47.51 $10.1M - $11M
232K $10.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
360K
New
$24.91 - $29.02 $8.97M - $10.5M
360K $9.01M
VB
Vanguard Small Cap ETF

ETFs
39.9K
New
$217.89 - $252.64 $8.69M - $10.1M
39.9K $8.84M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
317K
New
$27.01 - $28.54 $8.57M - $9.05M
317K $8.75M
SO
Southern CO

Utilities
90.1K
New
$80.96 - $92.96 $7.29M - $8.37M
90.1K $8.28M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
60.3K
New
$126.11 - $135.06 $7.6M - $8.14M
60.3K $7.69M
UNP
Union Pacific Corp

Industrials
32.4K
New
$225.21 - $254.42 $7.29M - $8.23M
32.4K $7.64M
VCIT
Vanguard Intermediate Term Cor

ETFs
91.7K
New
$79.17 - $82.04 $7.26M - $7.53M
91.7K $7.49M
SCHO
Schwab Short Term Us Treasury

ETFs
302K
New
$24.1 - $24.34 $7.28M - $7.35M
302K $7.35M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
358K
New
$18.36 - $20.51 $6.58M - $7.35M
358K $7.15M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
145K
New
$48.02 - $53.02 $6.97M - $7.69M
145K $7.13M
XLK
Technology Sector Spdr

ETFs
34.2K
New
$206.38 - $242.18 $7.05M - $8.28M
34.2K $7.05M
TXN
Texas Instruments Inc

Technology
36.2K
New
N/A
36.2K $7.04M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
84.3K
New
$76.94 - $78.28 $6.48M - $6.6M
84.3K $6.59M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
47.8K
New
$123.11 - $130.57 $5.89M - $6.25M
47.8K $6.02M
CTA
Simplify Exch Traded Fds Simpl

ETFs
203K
New
$27.81 - $30.21 $5.65M - $6.14M
203K $5.98M
XLU
Utilities Sector Spdr

ETFs
74K
New
$74.7 - $80.27 $5.53M - $5.94M
74K $5.77M
VZ
Verizon Communications Inc

Communication Services
121K
New
$37.81 - $46.49 $4.57M - $5.62M
121K $5.48M
CRM
Salesforce, Inc.

Technology
20.3K
New
$268.36 - $359.95 $5.44M - $7.3M
20.3K $5.44M
FNDC
Schwab Fundamental Intl Small

ETFs
146K
New
$33.34 - $37.44 $4.87M - $5.47M
146K $5.34M
XLP
Consumer Staples Sector Spdr

ETFs
68.5K
New
N/A
68.5K $5.21M
VO
Vanguard Mid Cap ETF

ETFs
20.2K
New
$251.87 - $277.95 $5.08M - $5.6M
20.2K $5.18M
TEQI
T Rowe Price Exchange Traded F

Technology
124K
New
$40.26 - $42.96 $5M - $5.34M
124K $5.15M
GLD
Spdr Gold Trust

ETFs
4.84K
+ 5.95%
$243.19 - $288.14 $1.18M - $1.4M
86.2K $24.8M
XLE
Energy Sector Spdr

ETFs
53.8K
New
$85.7 - $93.96 $4.61M - $5.05M
53.8K $4.97M
VUG
Vanguard Growth ETF

ETFs
13.2K
New
$369.1 - $427.61 $4.89M - $5.66M
13.2K $4.91M
VIG
Vanguard Dividend Appreciation

ETFs
26.1K
New
N/A
26.1K $4.75M
CSB
Victory Portf Ii Shs Us Small

ETFs
80.1K
New
$55.62 - $62.03 $4.46M - $4.97M
80.1K $4.58M
SCHR
Schwab Intermediate Term Us Tr

ETFs
183K
New
$24.05 - $24.86 $4.4M - $4.55M
183K $4.54M
Activity Summary
Buys All Purchases 589 New Holdings 239 Increased Positions 350 Sells All Sells 234 Reductions 234 Sold out 0 Options Calls 2 Puts 1
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