Dynamic Advisor Solutions LLC Incresed Positions in Q2 2025

Dynamic Advisor Solutions LLC

  • $3.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
15.2K
+ 8.61%
$167.32 - $223.3 $2.55M - $3.4M
192K $42.1M
META
Meta Platforms, Inc.

Communication Services
2.48K
+ 6.83%
$484.66 - $738.09 $1.2M - $1.83M
38.8K $28.6M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
23.5K
+ 3.17%
$58.41 - $72.69 $1.37M - $1.71M
766K $55.7M
IYW
Ishares Dj Us Tech ETF

ETFs
35K
+ 183.66%
$122.57 - $173.27 $4.29M - $6.07M
54.1K $9.37M
TSLA
Tesla, Inc.

Consumer Cyclical
980
+ 1.12%
$221.86 - $362.89 $217K - $356K
88.4K $28.1M
IVV
Ishares Core S&P 500 ETF

ETFs
3.83K
+ 7.45%
$498.8 - $620.9 $1.91M - $2.38M
55.3K $34.3M
ICSH
Blackrock Ultra Short Term Bon

ETFs
91.7K
+ 1235.96%
$50.48 - $50.71 $4.63M - $4.65M
99.1K $5.03M
FNDF
Schwab Fundamental Intl Large

ETFs
40.5K
+ 5.44%
$32.25 - $40.02 $1.31M - $1.62M
784K $31.4M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
4.03K
+ 1.27%
$97.68 - $121.38 $394K - $490K
322K $39.1M
PLTR
Palantir Technologies Inc.

Technology
3.2K
+ 4.74%
$74.01 - $144.25 $237K - $462K
70.8K $9.65M
ASTS
Ast Space Mobile, Inc.

Communication Services
11.9K
+ 10.23%
$20.07 - $51.83 $240K - $619K
129K $6.02M
IEFA
Ishares Tr

ETFs
8.42K
+ 2.53%
$67.83 - $84.09 $571K - $708K
340K $28.4M
XLY
Select Sector Spdr Consumer Di

ETFs
14.1K
+ 166.61%
$176.34 - $218.59 $2.48M - $3.07M
22.5K $4.89M
SCHA
Schwab Strategic Tr Us Small C

ETFs
59.7K
+ 6.33%
$20.42 - $25.3 $1.22M - $1.51M
1M $25.4M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
13.3K
+ 359.36%
$171.4 - $227.1 $2.27M - $3.01M
17K $3.85M
SCHX
Schwab Strategic Tr Us Large C

ETFs
167
+ 0.01%
$19.6 - $24.44 $3.27K - $4.08K
1.25M $30.4M
AXON
Axon Enterprise, Inc.

Industrials
2.39K
+ 76.75%
$497.13 - $827.94 $1.19M - $1.98M
5.51K $4.56M
EPI
Wisdomtree Tr India Earnings F

ETFs
60.6K
+ 885.87%
$41.3 - $47.52 $2.5M - $2.88M
67.4K $3.2M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
36.3K
+ 3.93%
$22.92 - $28.05 $833K - $1.02M
960K $26.9M
VTV
Vanguard Value ETF

ETFs
10.4K
+ 8.89%
$153.67 - $176.74 $1.6M - $1.84M
128K $22.5M
CTA
Simplify Exch Traded Fds Simpl

ETFs
114K
+ 56.25%
$26.61 - $29.9 $3.04M - $3.42M
318K $8.49M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
48.3K
+ 9.01%
$50.36 - $50.68 $2.43M - $2.45M
584K $29.6M
SPIB
Spdr Portfolio Intermediate Te

ETFs
64.5K
+ 8.39%
$32.62 - $33.58 $2.1M - $2.17M
833K $28M
DFAI
Dimensional ETF Tr

ETFs
6.06K
+ 0.97%
$28.02 - $34.71 $170K - $210K
631K $21.8M
XLK
Technology Sector Spdr

ETFs
2.39K
+ 6.99%
$179.73 - $253.23 $429K - $605K
36.6K $9.26M
JHMM
John Hancock Multifactor Mid C

ETFs
8.86K
+ 2.14%
$50.32 - $61.13 $446K - $542K
423K $25.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
643
+ 2.43%
$496.48 - $617.85 $319K - $397K
27.1K $16.7M
ABT
Abbott Laboratories

Healthcare
13.4K
+ 53.84%
$123.95 - $138.08 $1.67M - $1.86M
38.4K $5.22M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
32.1K
+ 196.86%
$43.53 - $54.46 $1.4M - $1.75M
48.4K $2.63M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3.88K
+ 73.23%
$376.48 - $440.65 $1.46M - $1.71M
9.18K $4.04M
GOOG
Alphabet Inc.

Communication Services
1.9K
+ 2.75%
$146.58 - $180.01 $279K - $342K
71K $12.6M
BITO
Proshares Tr Bitcoin Strategy

ETFs
64.9K
+ 50.59%
$16.69 - $23.43 $1.08M - $1.52M
193K $4.16M
PGR
Progressive Corp

Financial Services
6.47K
+ 599.17%
$255.27 - $288.74 $1.65M - $1.87M
7.54K $2.01M
EMR
Emerson Electric CO

Industrials
579
+ 0.85%
$94.15 - $133.33 $54.5K - $77.2K
68.8K $9.18M
TFLO
Ishares Treasury Floating Rate

ETFs
33.4K
+ 58.14%
$50.47 - $50.66 $1.69M - $1.69M
90.8K $4.6M
MCHP
Microchip Technology Inc

Technology
18.9K
+ 143.0%
$35.34 - $71.6 $669K - $1.36M
32.2K $2.26M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.86K
+ 2.55%
$51.16 - $62.02 $402K - $488K
317K $19.6M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
11.3K
+ 8.07%
$89.28 - $103.8 $1.01M - $1.17M
151K $15.7M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
29.8K
+ 340.15%
$50.1 - $51.02 $1.49M - $1.52M
38.5K $1.97M
WMT
Walmart Inc.

Consumer Defensive
816
+ 0.59%
$81.79 - $99.98 $66.7K - $81.6K
139K $13.5M
GE
General Electric CO

Industrials
1.5K
+ 8.18%
$166.81 - $257.39 $250K - $385K
19.8K $5.1M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
16.5K
+ 53.99%
$48.48 - $67.3 $799K - $1.11M
47K $3.16M
XT
Ishares Tr Exponential Technol

ETFs
969
+ 0.56%
$49.86 - $65.25 $48.3K - $63.2K
173K $11.3M
PANW
Palo Alto Networks Inc

Technology
1.47K
+ 4.64%
$152.44 - $204.64 $224K - $300K
33.1K $6.77M
OMFL
Invesco Exchange Traded Self I

ETFs
3.32K
+ 1.28%
$48.43 - $57.78 $161K - $192K
262K $15.1M
ORCL
Oracle Corp

Technology
342
+ 2.12%
$122.82 - $218.63 $42K - $74.8K
16.5K $3.6M
DUHP
Dimensional ETF Tr Dimensional

ETFs
10.9K
+ 3.06%
$29.36 - $35.56 $320K - $387K
367K $13.1M
ARES
Ares Management Corp

Financial Services
384
+ 0.87%
$118.04 - $175.83 $45.3K - $67.5K
44.7K $7.75M
IWM
Ishares Russell 2000 ETF

ETFs
407
+ 0.59%
$174.82 - $215.79 $71.2K - $87.8K
69.8K $15.1M
Activity Summary
Buys All Purchases 530 New Holdings 80 Increased Positions 450 Sells All Sells 342 Reductions 342 Sold out 0 Options Calls 2 Puts 1
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