Dynamic Advisor Solutions LLC Incresed Positions in Q3 2025

Dynamic Advisor Solutions LLC

  • $3.33 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
460
+ 6.67%
N/A
7.36K $0
Dimensional ETF Trust
2.38K
+ 40.02%
N/A
8.33K $0
SNY
Sanofi

Healthcare
1.34K
+ 2.29%
$45.07 - $51.35 $60.3K - $68.8K
59.7K $2.82M
ENOV
Enovis Corp

Industrials
885
+ 2.97%
$25.74 - $35.94 $22.8K - $31.8K
30.7K $930K
PRU
Prudential Financial Inc

Financial Services
17
+ 0.76%
$100.68 - $109.89 $1.71K - $1.87K
2.25K $233K
META
Meta Platforms, Inc.

Communication Services
184
+ 0.47%
$695.21 - $791.73 $128K - $146K
39K $28.6M
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
353
+ 1.97%
$11.74 - $12.67 $4.14K - $4.47K
18.2K $214K
CTVA
Corteva, Inc.

Basic Materials
247
+ 6.35%
$67.08 - $77.12 $16.6K - $19K
4.13K $279K
WIT
Wipro LTD

Technology
114
+ 0.37%
$2.63 - $3.11 $300 - $355
30.7K $80K
BMY
Bristol Myers Squibb CO

Healthcare
482
+ 1.59%
$43.31 - $48.98 $20.9K - $23.6K
30.8K $1.39M
GBDC
Golub Capital Bdc, Inc.

Financial Services
7
+ 0.04%
$13.69 - $15.48 $95.8 - $108
18.5K $252K
IBN
Icici Bank LTD

Financial Services
188
+ 2.31%
$30.23 - $34.41 $5.68K - $6.47K
8.34K $252K
UL
Unilever PLC

Consumer Defensive
1.65K
+ 2.58%
$58.43 - $65.01 $96.6K - $107K
65.8K $3.9M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
34
+ 1.95%
$196.15 - $217.83 $6.67K - $7.41K
1.78K $358K
T
At&T Inc.

Communication Services
2.88K
+ 1.88%
$26.94 - $29.62 $77.5K - $85.2K
156K $4.4M
APD
Air Products & Chemicals, Inc.

Basic Materials
136
+ 1.95%
$265.78 - $299.3 $36.1K - $40.7K
7.13K $1.94M
CB
Chubb LTD

Financial Services
106
+ 1.31%
$265.99 - $289.59 $28.2K - $30.7K
8.18K $2.31M
HON
Honeywell International Inc

Industrials
2.35K
+ 9.99%
$207.7 - $240.4 $488K - $565K
25.9K $5.45M
ICE
Intercontinental Exchange, Inc.

Financial Services
48
+ 1.59%
$167.28 - $188.45 $8.03K - $9.05K
3.06K $515K
CARR
Carrier Global Corp

Industrials
336
+ 6.73%
$58.75 - $80.73 $19.7K - $27.1K
5.33K $318K
DRI
Darden Restaurants Inc

Consumer Cyclical
163
+ 5.62%
$184.73 - $220.27 $30.1K - $35.9K
3.07K $583K
FIS
Fidelity National Information Services, Inc.

Technology
323
+ 6.11%
$63.37 - $82.35 $20.5K - $26.6K
5.61K $369K
BSX
Boston Scientific Corp

Healthcare
53
+ 0.77%
$97.03 - $108.14 $5.14K - $5.73K
6.92K $675K
UPS
United Parcel Service Inc

Industrials
3.45K
+ 17.04%
$82.58 - $105.54 $285K - $364K
23.7K $1.98M
DG
Dollar General Corp

Consumer Defensive
358
+ 3.45%
$101.86 - $116.32 $36.5K - $41.6K
10.7K $1.11M
ADP
Automatic Data Processing Inc

Industrials
105
+ 1.4%
$288.69 - $310.94 $30.3K - $32.6K
7.6K $2.23M
GWW
W.W. Grainger, Inc.

Industrials
5
+ 0.49%
$932.44 - $1059.49 $4.66K - $5.3K
1.03K $977K
BITO
Proshares Tr Bitcoin Strategy

ETFs
13.6K
+ 7.02%
$18.74 - $23.05 $254K - $313K
207K $4.07M
BKNG
Booking Holdings Inc.

Consumer Cyclical
7
+ 1.97%
$5364.25 - $5815.92 $37.5K - $40.7K
362 $1.95M
WM
Waste Management Inc

Industrials
189
+ 1.0%
$213.88 - $237.1 $40.4K - $44.8K
19K $4.2M
DXCM
Dexcom Inc

Healthcare
45
+ 0.79%
$66.46 - $89.53 $2.99K - $4.03K
5.78K $388K
SYK
Stryker Corp

Healthcare
148
+ 2.22%
$368.57 - $403.53 $54.5K - $59.7K
6.8K $2.51M
V
Visa Inc.

Financial Services
992
+ 2.88%
$332.09 - $358.86 $329K - $356K
35.4K $12.1M
OKE
Oneok Inc

Energy
22
+ 0.14%
$71.36 - $83.47 $1.57K - $1.84K
15.9K $1.16M
MELI
Mercadolibre Inc

Consumer Cyclical
14
+ 2.19%
$2292.04 - $2514.05 $32.1K - $35.2K
654 $1.53M
EQH
Equitable Holdings, Inc.

Financial Services
3.09K
+ 5.01%
$50.09 - $55.88 $155K - $172K
64.7K $3.28M
ADBE
Adobe Inc.

Technology
1.04K
+ 6.05%
$333.65 - $392.1 $348K - $409K
18.3K $6.45M
IBM
International Business Machines Corp

Technology
493
+ 1.62%
$234.77 - $292.47 $116K - $144K
30.9K $8.71M
TTD
Trade Desk, Inc.

Technology
4.02K
+ 20.9%
$43.93 - $89.76 $177K - $361K
23.3K $1.14M
KO
Coca Cola CO

Consumer Defensive
563
+ 0.75%
$65.67 - $71.67 $37K - $40.4K
75.4K $5M
OWL
Blue Owl Capital Inc.

Financial Services
9.94K
+ 4.53%
$16.93 - $20.8 $168K - $207K
229K $3.88M
AXON
Axon Enterprise, Inc.

Industrials
365
+ 6.62%
$698.02 - $870.97 $255K - $318K
5.88K $4.22M
SPGI
S&P Global Inc.

Financial Services
304
+ 2.44%
$484.94 - $564.15 $147K - $172K
12.8K $6.21M
NVO
Novo Nordisk A S

Healthcare
331
+ 1.08%
$45.38 - $71.7 $15K - $23.7K
31.1K $1.73M
PM
Philip Morris International Inc.

Consumer Defensive
154
+ 0.67%
$157.77 - $183.27 $24.3K - $28.2K
23.3K $3.78M
WAT
Waters Corp

Healthcare
78
+ 0.83%
$277.72 - $357.04 $21.7K - $27.8K
9.48K $2.84M
MSTR
Microstrategy Inc

Technology
200
+ 2.93%
$300.7 - $455.9 $60.1K - $91.2K
7.03K $2.27M
PAYX
Paychex Inc

Industrials
690
+ 2.06%
$126.69 - $147.99 $87.4K - $102K
34.2K $4.33M
ROP
Roper Technologies Inc

Industrials
347
+ 3.3%
$495.03 - $573.0 $172K - $199K
10.9K $5.41M
Activity Summary
Buys All Purchases 567 New Holdings 63 Increased Positions 504 Sells All Sells 333 Reductions 333 Sold out 0 Options Calls 0 Puts 0
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