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
VGSH
Vanguard

ETFs
77.3K
New
$58.07 - $58.68 $4.49M - $4.53M
77.3K $4.53M
WM
Waste Management Inc

Industrials
19.2K
New
$200.54 - $233.78 $3.85M - $4.48M
19.2K $4.44M
SCHV
Schwab Strategic Tr Us Large C

ETFs
161K
New
$25.77 - $27.6 $4.15M - $4.45M
161K $4.24M
WAT
Waters Corp

Healthcare
10.9K
New
$362.16 - $417.28 $3.94M - $4.54M
10.9K $4.01M
OWL
Blue Owl Capital Inc.

Financial Services
195K
New
$18.49 - $26.68 $3.6M - $5.19M
195K $3.9M
UL
Unilever PLC

Consumer Defensive
63.1K
New
$54.72 - $60.29 $3.45M - $3.8M
63.1K $3.76M
JEPI
J P Morgan Exchange Traded Fd

ETFs
68K
+ 39.63%
$56.17 - $59.71 $3.82M - $4.06M
240K $13.6M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
46.6K
New
$78.0 - $84.37 $3.64M - $3.94M
46.6K $3.69M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
47.1K
New
$69.87 - $75.62 $3.29M - $3.56M
47.1K $3.44M
HEQT
Simplify Exchange Traded Fds H
116K
New
$28.48 - $30.52 $3.32M - $3.55M
116K $3.32M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
34.4K
+ 32.64%
$97.76 - $107.35 $3.36M - $3.69M
140K $14M
XLV
Select Sector Spdr Fund Health

ETFs
22K
New
$137.61 - $149.68 $3.03M - $3.3M
22K $3.19M
SPTS
Spdr Portfolio Short Term Trea

ETFs
107K
New
$28.92 - $29.22 $3.08M - $3.12M
107K $3.12M
SNY
Sanofi

Healthcare
55.8K
New
$48.15 - $59.42 $2.69M - $3.32M
55.8K $3.1M
VNQ
Vanguard Specialized Funds Van

ETFs
34K
New
$85.55 - $94.34 $2.91M - $3.21M
34K $3.05M
CVX
Chevron Corp

Energy
2.32K
+ 2.04%
$146.71 - $167.97 $340K - $389K
116K $19.4M
WMB
Williams Companies, Inc.

Energy
47.2K
New
$54.02 - $61.09 $2.55M - $2.89M
47.2K $2.82M
VOT
Vanguard Mid Cap Growth Index

ETFs
11.2K
New
$237.72 - $276.98 $2.67M - $3.11M
11.2K $2.74M
IEFA
Ishares Tr

ETFs
13.2K
+ 4.14%
$69.57 - $78.65 $919K - $1.04M
332K $25.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
16.3K
New
$165.25 - $224.62 $2.7M - $3.67M
16.3K $2.71M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
54.5K
New
$49.25 - $50.66 $2.68M - $2.76M
54.5K $2.7M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
29.1K
New
$91.45 - $91.75 $2.66M - $2.67M
29.1K $2.67M
UMI
Uscf ETF Tr Uscf Midstream Ene

ETFs
47.8K
New
$48.89 - $54.85 $2.33M - $2.62M
47.8K $2.48M
SHYD
Vaneck Short High Yield Muni E

ETFs
106K
New
$22.46 - $22.9 $2.38M - $2.43M
106K $2.38M
SYK
Stryker Corp

Healthcare
6.39K
New
$355.18 - $399.9 $2.27M - $2.55M
6.39K $2.38M
UPS
United Parcel Service Inc

Industrials
21.5K
New
$109.66 - $136.26 $2.36M - $2.94M
21.5K $2.37M
EMGF
Ishares Msci Emerging Markets

ETFs
39.5K
+ 13.8%
$44.18 - $48.23 $1.75M - $1.91M
326K $15.2M
WFC
Wells Fargo & Company

Financial Services
31.4K
New
$66.78 - $81.42 $2.1M - $2.55M
31.4K $2.25M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
5.3K
New
$408.78 - $448.82 $2.17M - $2.38M
5.3K $2.22M
TMO
Thermo Fisher Scientific Inc.

Healthcare
4.46K
New
$497.6 - $606.74 $2.22M - $2.7M
4.46K $2.22M
VGIT
Vanguard Intermediate Term Tre

ETFs
37.4K
New
$57.44 - $59.3 $2.15M - $2.22M
37.4K $2.22M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
31.5K
+ 3.18%
$44.41 - $45.98 $1.4M - $1.45M
1.02M $46.7M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
43.8K
New
$47.33 - $47.92 $2.08M - $2.1M
43.8K $2.08M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
24.8K
New
$78.97 - $85.82 $1.96M - $2.13M
24.8K $2.06M
TJX
Tjx Companies Inc

Consumer Cyclical
16.9K
New
$112.81 - $126.16 $1.91M - $2.13M
16.9K $2.06M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
23.9K
+ 1.65%
$40.79 - $42.32 $976K - $1.01M
1.47M $61.8M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
31.2K
New
N/A
31.2K $1.95M
AMGN
Amgen Inc

Healthcare
1.59K
+ 6.04%
$258.59 - $327.36 $411K - $521K
27.9K $8.7M
XLI
Industrial Sector Spdr

ETFs
13.6K
New
$128.78 - $141.67 $1.75M - $1.93M
13.6K $1.77M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
42.1K
New
$39.65 - $43.35 $1.67M - $1.83M
42.1K $1.77M
BK
Bank Of New York Mellon Corp

Financial Services
21K
New
$75.42 - $88.95 $1.59M - $1.87M
21K $1.76M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
3.19K
New
$522.96 - $601.18 $1.67M - $1.92M
3.19K $1.7M
XLY
Select Sector Spdr Consumer Di

ETFs
8.44K
New
$192.6 - $233.2 $1.63M - $1.97M
8.44K $1.66M
CVS
Cvs Health Corp

Healthcare
17.8K
+ 92.72%
$44.22 - $68.64 $787K - $1.22M
37K $2.51M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
21.4K
New
$73.78 - $76.59 $1.58M - $1.64M
21.4K $1.63M
PWR
Quanta Services, Inc.

Industrials
6.33K
New
$236.71 - $358.03 $1.5M - $2.27M
6.33K $1.61M
ZS
Zscaler, Inc.

Technology
7.99K
New
$181.66 - $216.87 $1.45M - $1.73M
7.99K $1.58M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
25.1K
New
$58.01 - $64.46 $1.45M - $1.62M
25.1K $1.57M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
27.7K
+ 9.53%
$108.02 - $120.45 $2.99M - $3.33M
318K $35M
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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