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
XLB
Select Sector Spdr Fd Material

ETFs
6.1K
New
$83.19 - $90.99 $508K - $555K
6.1K $518K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
22.4K
+ 3.54%
$23.71 - $24.2 $530K - $541K
655K $15.6M
TM
Toyota Motor Corp

Consumer Cyclical
2.87K
New
$176.53 - $195.35 $506K - $560K
2.87K $506K
SRLN
Ssga Active Trust

ETFs
12.3K
New
$41.02 - $41.99 $506K - $518K
12.3K $506K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
23.3K
New
$21.23 - $23.75 $494K - $552K
23.3K $498K
FVAL
Fidelity Covington Tr Value Fa

ETFs
13.2K
+ 8.18%
$58.79 - $65.0 $773K - $855K
174K $10.4M
DFAR
Dimensional ETF Tr Dimensional

ETFs
12.3K
+ 3.29%
$22.35 - $24.52 $276K - $303K
388K $9.21M
PAYX
Paychex Inc

Industrials
34
+ 0.1%
$136.06 - $154.52 $4.63K - $5.25K
33.4K $5.15M
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
93.6K
New
$4.79 - $5.2 $448K - $487K
93.6K $473K
MLPX
Global X Mlp & Energy Infrastr

ETFs
4.05K
+ 6.47%
$59.6 - $67.2 $241K - $272K
66.6K $4.25M
SPGI
S&P Global Inc.

Financial Services
686
+ 6.22%
$478.26 - $543.77 $328K - $373K
11.7K $5.96M
DUK
Duke Energy Corp

Utilities
866
+ 3.5%
$105.87 - $121.97 $91.7K - $106K
25.6K $3.12M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
4.53K
New
$99.16 - $99.52 $449K - $451K
4.53K $450K
AWI
Armstrong World Industries Inc

Industrials
3.2K
+ 194.17%
$136.0 - $154.19 $435K - $493K
4.85K $682K
SLB
Schlumberger Limited

Energy
10.7K
New
$38.4 - $43.74 $410K - $467K
10.7K $446K
TGT
Target Corp

Consumer Defensive
4.18K
New
$103.65 - $142.5 $433K - $596K
4.18K $436K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
9.38K
New
$44.68 - $46.49 $419K - $436K
9.38K $434K
VST
Vistra Corp.

Utilities
3.68K
New
$108.49 - $191.89 $399K - $705K
3.68K $431K
FNDX
Schwab Fundamental U S Large C

ETFs
18.2K
New
$23.03 - $25.01 $420K - $456K
18.2K $426K
FNDA
Schwab Fundamental U S Small C

ETFs
15.5K
New
$26.87 - $30.99 $416K - $480K
15.5K $423K
EUSB
Ishares Tr Esg Advanced Total

Technology
9.73K
New
$42.05 - $43.43 $409K - $422K
9.73K $421K
AZN
Astrazeneca PLC

Healthcare
4.81K
+ 58.36%
$65.37 - $77.96 $314K - $375K
13.1K $959K
FIX
Comfort Systems Usa Inc

Industrials
1.47K
+ 256.02%
$313.26 - $550.27 $460K - $807K
2.04K $657K
VBK
Vanguard Small Cap Growth ETF

ETFs
1.63K
New
$247.97 - $296.33 $404K - $483K
1.63K $412K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.48K
+ 11.18%
$95.85 - $99.25 $333K - $345K
34.6K $3.41M
FREL
Fidelity Covington Tr Msci Rea

ETFs
10.7K
+ 4.79%
$25.98 - $28.59 $278K - $306K
235K $6.44M
VT
Vanguard Total World Stk Index

ETFs
3.4K
New
$115.08 - $123.97 $391K - $421K
3.4K $393K
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.01K
+ 12.65%
$74.85 - $84.89 $225K - $256K
26.8K $2.19M
JPIE
J P Morgan Exchange Traded Fd
8.25K
+ 69.06%
$45.46 - $46.18 $375K - $381K
20.2K $930K
SHOP
Shopify Inc.

Technology
4K
New
$90.59 - $129.31 $362K - $517K
4K $381K
HNDL
Strategy Shs

ETFs
18.1K
New
$20.7 - $21.8 $375K - $395K
18.1K $380K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
11.6K
+ 1.28%
$24.5 - $24.95 $285K - $290K
922K $22.8M
EOG
Eog Resources Inc

Energy
1.39K
+ 3.94%
$120.54 - $138.05 $167K - $191K
36.6K $4.69M
SNOW
Snowflake Inc.

Technology
2.58K
New
$146.16 - $192.78 $377K - $498K
2.58K $377K
SWKH
Swk Holdings Corp

Financial Services
21.7K
New
$15.75 - $17.61 $342K - $383K
21.7K $377K
ICSH
Blackrock Ultra Short Term Bon

ETFs
7.42K
New
$50.44 - $50.7 $374K - $376K
7.42K $376K
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.9K
New
$94.86 - $97.12 $370K - $379K
3.9K $371K
EVRG
Evergy, Inc.

Utilities
3.22K
+ 16.53%
$59.9 - $69.52 $193K - $224K
22.7K $1.56M
FXE
Invesco Currency Shares Euro Trust

ETFs
3.63K
New
$94.32 - $101.09 $342K - $367K
3.63K $362K
VNLA
Janus Henderson Short Duration

ETFs
5.44K
+ 1.43%
$48.89 - $49.21 $266K - $268K
386K $19M
CFO
Victory Portfolios Ii Shs Us 5

ETFs
5.25K
New
$66.28 - $72.04 $348K - $378K
5.25K $356K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
3.7K
+ 4.69%
$41.61 - $44.72 $154K - $166K
82.6K $3.6M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
10.4K
New
$31.63 - $35.22 $330K - $367K
10.4K $332K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
12.3K
+ 172.44%
$26.82 - $28.5 $331K - $352K
19.5K $531K
DUHP
Dimensional ETF Tr Dimensional

ETFs
16.6K
+ 4.88%
$32.57 - $35.82 $539K - $593K
356K $11.8M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
2.95K
New
$106.46 - $114.75 $314K - $339K
2.95K $327K
USB
Us Bancorp \De\

Financial Services
7.76K
New
$40.92 - $50.9 $317K - $395K
7.76K $327K
VICI
Vici Properties Inc.

Real Estate
9.93K
New
$28.21 - $32.68 $280K - $324K
9.93K $323K
MGC
Vanguard Mega Cap ETF

ETFs
1.6K
New
$199.2 - $222.69 $320K - $357K
1.6K $321K
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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