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
MKL
Markel Corp

Financial Services
116
New
$1660.14 - $2059.83 $193K - $239K
116 $216K
SCHC
Schwab Strategic Tr Intl Small

ETFs
5.95K
New
$33.57 - $37.22 $200K - $221K
5.95K $215K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
8.68K
New
$24.29 - $24.65 $211K - $214K
8.68K $214K
LVHI
Franklin International Low Vol

ETFs
4.9K
+ 16.58%
$30.53 - $32.85 $150K - $161K
34.5K $1.12M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.69K
New
$34.58 - $45.97 $162K - $216K
4.69K $213K
PFF
Ishares Trust Ishares Pfd And

ETFs
11.4K
+ 5.79%
$30.73 - $32.26 $350K - $368K
208K $6.4M
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
5.51K
New
$37.84 - $39.74 $209K - $219K
5.51K $209K
TOST
Toast, Inc.

Technology
6.26K
New
$32.61 - $41.98 $204K - $263K
6.26K $207K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.05K
+ 1.36%
$51.52 - $52.37 $106K - $107K
152K $7.97M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
1.91K
New
$106.44 - $113.12 $203K - $216K
1.91K $206K
AFL
Aflac Inc

Financial Services
1.85K
New
$100.99 - $111.19 $187K - $206K
1.85K $205K
BHK
Blackrock Core Bond Trust

Financial Services
7.89K
+ 2.6%
$10.15 - $10.86 $80.1K - $85.7K
312K $3.38M
SYY
Sysco Corp

Consumer Defensive
2.69K
New
$70.0 - $77.13 $189K - $208K
2.69K $202K
O
Realty Income Corp

Real Estate
1.58K
+ 6.66%
$51.67 - $58.49 $81.7K - $92.5K
25.3K $1.47M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
5.44K
New
$36.14 - $40.81 $197K - $222K
5.44K $200K
ELY
Callaway Golf CO

Consumer Cyclical
10K
New
N/A
10K $187K
CI
Cigna Corp

Healthcare
36
+ 1.13%
$274.49 - $329.0 $9.88K - $11.8K
3.22K $1.06M
CGCP
Capital Group Core Plus Income

ETFs
6.99K
+ 8.36%
$21.94 - $22.64 $153K - $158K
90.6K $2.03M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
5.62K
+ 4.92%
$21.23 - $22.14 $119K - $124K
120K $2.64M
KLAC
Kla Corp

Technology
36
+ 1.18%
$636.62 - $777.63 $22.9K - $28K
3.09K $2.1M
SOFI
So Fi Technologies, Inc.

Financial Services
15K
New
$11.18 - $18.03 $167K - $270K
15K $173K
MU
Micron Technology Inc

Technology
1.78K
+ 31.79%
$86.89 - $109.38 $155K - $195K
7.38K $641K
PVAL
Putnam ETF Tr Putnam Focused L
4.02K
+ 17.06%
$36.8 - $39.59 $148K - $159K
27.6K $1.04M
EEM
Ishares Msci Emerging Markets

ETFs
2.69K
+ 14.62%
$40.81 - $45.34 $110K - $122K
21.1K $921K
MCK
Mckesson Corp

Healthcare
111
+ 16.64%
$566.21 - $672.99 $62.8K - $74.7K
778 $523K
OEF
Ishares S&P 100 ETF

ETFs
526
+ 7.18%
N/A
7.85K $2.09M
ADBE
Adobe Inc.

Technology
2.63K
+ 18.49%
$377.84 - $464.11 $994K - $1.22M
16.9K $6.47M
ALC
Alcon Inc

Healthcare
862
+ 15.56%
$82.73 - $96.8 $71.3K - $83.4K
6.4K $607K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
7.96K
+ 3.51%
$14.22 - $14.83 $113K - $118K
235K $3.4M
ES
Eversource Energy

Utilities
132
+ 0.49%
$55.63 - $63.8 $7.34K - $8.42K
27.1K $1.68M
ECL
Ecolab Inc.

Basic Materials
131
+ 2.59%
$229.72 - $269.82 $30.1K - $35.3K
5.19K $1.32M
NEM
Newmont Corp

Basic Materials
33
+ 0.29%
$37.79 - $48.39 $1.25K - $1.6K
11.5K $553K
ERC
Allspring Multi Sector Income Fund

Financial Services
13.6K
New
$9.04 - $9.39 $123K - $128K
13.6K $125K
RDVY
First Trust Rising Dividend Ac

ETFs
2.14K
+ 44.93%
$57.22 - $63.39 $122K - $135K
6.89K $403K
FYLD
Cambria Foreign Shareholder Yi

ETFs
1.41K
+ 2.89%
$24.97 - $27.67 $35.1K - $38.9K
50.1K $1.35M
PG
Procter & Gamble CO

Consumer Defensive
251
+ 0.9%
$158.56 - $176.26 $39.8K - $44.2K
28.3K $4.82M
DFIP
Dimensional ETF Tr Inflation P

ETFs
2.34K
+ 17.9%
$40.27 - $42.11 $94.1K - $98.4K
15.4K $647K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
135
+ 0.2%
$55.76 - $59.54 $7.53K - $8.04K
69.2K $4.02M
PSX
Phillips 66

Energy
1
+ 0.01%
$113.93 - $131.55 $114 - $132
12.2K $1.5M
AJG
Arthur J. Gallagher & Co.

Financial Services
47
+ 3.0%
$275.89 - $345.24 $13K - $16.2K
1.61K $557K
APD
Air Products & Chemicals, Inc.

Basic Materials
266
+ 3.88%
$283.24 - $338.07 $75.3K - $89.9K
7.12K $2.1M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
5.5K
+ 42.7%
$20.7 - $21.15 $114K - $116K
18.4K $380K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.39K
+ 14.53%
$120.29 - $134.6 $167K - $187K
11K $1.34M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
5.22K
+ 34.27%
$20.07 - $20.16 $105K - $105K
20.5K $411K
CME
Cme Group Inc.

Financial Services
76
+ 3.09%
$225.82 - $266.54 $17.2K - $20.3K
2.53K $671K
CBOE
Cboe Global Markets, Inc.

Financial Services
100
+ 3.95%
$190.84 - $226.29 $19.1K - $22.6K
2.63K $596K
DRI
Darden Restaurants Inc

Consumer Cyclical
173
+ 5.87%
$180.02 - $208.56 $31.1K - $36.1K
3.12K $648K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
403
+ 1.01%
$58.32 - $65.09 $23.5K - $26.2K
40.4K $2.43M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.18K
+ 3.38%
$50.82 - $52.7 $59.9K - $62.1K
36K $1.89M
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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