Dynamic Advisor Solutions LLC Incresed Positions in Q1 2025

Dynamic Advisor Solutions LLC

  • $2.97 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
250K
+ 87.39%
$50.39 - $50.66 $12.6M - $12.7M
536K $27.1M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
133K
+ 121.1%
$81.83 - $82.73 $10.9M - $11M
243K $20.1M
GLD
Spdr Gold Trust

ETFs
4.84K
+ 5.95%
$243.19 - $288.14 $1.18M - $1.4M
86.2K $24.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
68K
+ 39.63%
$56.17 - $59.71 $3.82M - $4.06M
240K $13.6M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
34.4K
+ 32.64%
$97.76 - $107.35 $3.36M - $3.69M
140K $14M
CVX
Chevron Corp

Energy
2.32K
+ 2.04%
$146.71 - $167.97 $340K - $389K
116K $19.4M
IEFA
Ishares Tr

ETFs
13.2K
+ 4.14%
$69.57 - $78.65 $919K - $1.04M
332K $25.1M
EMGF
Ishares Msci Emerging Markets

ETFs
39.5K
+ 13.8%
$44.18 - $48.23 $1.75M - $1.91M
326K $15.2M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
31.5K
+ 3.18%
$44.41 - $45.98 $1.4M - $1.45M
1.02M $46.7M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
23.9K
+ 1.65%
$40.79 - $42.32 $976K - $1.01M
1.47M $61.8M
CVS
Cvs Health Corp

Healthcare
17.8K
+ 92.72%
$44.22 - $68.64 $787K - $1.22M
37K $2.51M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
27.7K
+ 9.53%
$108.02 - $120.45 $2.99M - $3.33M
318K $35M
DFAI
Dimensional ETF Tr

ETFs
9.7K
+ 1.58%
$28.88 - $32.4 $280K - $314K
625K $19.5M
JHMM
John Hancock Multifactor Mid C

ETFs
41.8K
+ 11.24%
$55.69 - $63.12 $2.33M - $2.64M
414K $23.7M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
8.07K
+ 10.23%
$107.24 - $116.37 $866K - $939K
86.9K $10.1M
META
Meta Platforms, Inc.

Communication Services
3.2K
+ 9.66%
$576.36 - $736.67 $1.84M - $2.36M
36.3K $20.9M
JNJ
Johnson & Johnson

Healthcare
2.21K
+ 4.75%
$142.06 - $167.7 $314K - $371K
48.7K $8.07M
NFLX
Netflix Inc

Communication Services
1.03K
+ 13.62%
$828.4 - $1058.6 $853K - $1.09M
8.59K $8.01M
XOM
Exxon Mobil Corp

Energy
1.26K
+ 1.3%
$105.44 - $118.93 $133K - $150K
98.2K $11.7M
GTO
Invesco Actively Managed ETF T

ETFs
20K
+ 3.56%
$45.9 - $47.37 $919K - $948K
582K $27.3M
ING
Ing Groep Nv

Financial Services
28K
+ 16.05%
$15.51 - $20.74 $434K - $580K
202K $3.96M
MDT
Medtronic PLC

Healthcare
9.87K
+ 49.64%
$79.84 - $94.5 $788K - $933K
29.8K $2.67M
PEP
Pepsico Inc

Consumer Defensive
7.79K
+ 16.43%
$142.64 - $156.42 $1.11M - $1.22M
55.2K $8.27M
SPSB
Spdr Portfolio Short Term Corp

ETFs
31.6K
+ 8.48%
$29.82 - $30.1 $944K - $953K
405K $12.2M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 50.0%
$663000.0 - $801950.0 $663K - $802K
3 $2.4M
FLSP
Franklin Templeton ETF Tr Lib

ETFs
41.8K
+ 160.65%
$23.66 - $24.46 $988K - $1.02M
67.7K $1.64M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
13.6K
+ 12.44%
N/A
123K $9.17M
XLG
Invesco Exchange Traded Fd Tr

ETFs
22.3K
+ 404.78%
$45.72 - $51.73 $1.02M - $1.15M
27.7K $1.28M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.58K
+ 118.16%
$308.86 - $455.36 $798K - $1.18M
4.77K $1.68M
ASTS
Ast Space Mobile, Inc.

Communication Services
34.9K
+ 42.61%
$17.72 - $33.8 $619K - $1.18M
117K $2.66M
RTX
Raytheon Technologies Corp

Industrials
2.69K
+ 8.4%
$114.1 - $135.66 $306K - $364K
34.7K $4.59M
IQLT
Ishares Msci Intl Quality Fact

ETFs
14.5K
+ 11.9%
$36.91 - $41.03 $537K - $596K
137K $5.42M
GQRE
Flexshares Tr Global Quality R

ETFs
12.3K
+ 6.65%
$54.82 - $59.44 $674K - $731K
197K $11.4M
CMCSA
Comcast Corp

Communication Services
22.1K
+ 74.29%
$33.19 - $38.23 $735K - $846K
51.9K $1.92M
BMY
Bristol Myers Squibb CO

Healthcare
11.4K
+ 60.02%
$53.9 - $63.11 $616K - $722K
30.5K $1.86M
FMB
First Tr Exchange Traded Fd Ii

ETFs
14.9K
+ 148.62%
$50.17 - $51.45 $748K - $767K
24.9K $1.26M
GS
Goldman Sachs Group Inc

Financial Services
1.45K
+ 73.73%
$524.81 - $672.19 $761K - $975K
3.42K $1.87M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
14.3K
+ 11.01%
$42.4 - $44.11 $606K - $630K
144K $6.32M
ROP
Roper Technologies Inc

Industrials
18
+ 0.17%
$502.71 - $593.81 $9.05K - $10.7K
10.3K $6.1M
DFIC
Dimensional ETF Tr Dimensional

ETFs
21.8K
+ 34.22%
$25.54 - $28.79 $558K - $629K
85.7K $2.38M
GE
General Electric CO

Industrials
532
+ 2.99%
$168.59 - $212.13 $89.7K - $113K
18.3K $3.66M
DOW
Dow Inc.

Basic Materials
21K
+ 233.21%
$34.36 - $41.92 $721K - $880K
30K $1.05M
ARB
Altshares Tr Merger Arbitrage

Industrials
23.7K
+ 158.04%
$27.6 - $28.23 $655K - $670K
38.7K $1.09M
OMFL
Invesco Exchange Traded Self I

ETFs
16.6K
+ 6.87%
$52.19 - $57.45 $867K - $954K
258K $13.8M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
12.9K
+ 12.7%
$49.42 - $50.43 $639K - $652K
115K $5.74M
FTLS
First Tr Long/Short Equity ETF

ETFs
10.3K
+ 71.81%
$63.42 - $68.17 $656K - $705K
24.8K $1.59M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
31.9K
+ 200.94%
$19.8 - $19.97 $632K - $638K
47.8K $949K
BITO
Proshares Tr Bitcoin Strategy

ETFs
49.9K
+ 63.7%
$17.57 - $25.81 $877K - $1.29M
128K $2.39M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
12.9K
+ 7.6%
$55.41 - $60.74 $716K - $785K
183K $10.3M
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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