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
SPSB
Spdr Portfolio Short Term Corp

ETFs
41.6K
+ 9.51%
$30.02 - $30.29 $1.25M - $1.26M
479K $14.5M
XT
Ishares Tr Exponential Technol

ETFs
1.72K
+ 1.0%
$65.04 - $71.97 $112K - $124K
175K $12.6M
DHI
Horton D R Inc

Consumer Cyclical
493
+ 1.74%
$129.82 - $184.04 $64K - $90.7K
28.8K $4.88M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
4.65K
+ 3.08%
$103.48 - $109.86 $481K - $511K
156K $16.9M
GS
Goldman Sachs Group Inc

Financial Services
1.07K
+ 27.76%
$696.56 - $806.32 $745K - $863K
4.93K $3.92M
AMZN
Amazon Com Inc

Consumer Cyclical
4.88K
+ 2.55%
$211.65 - $238.24 $1.03M - $1.16M
197K $43.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.68K
+ 8.08%
$132.9 - $142.03 $622K - $665K
62.6K $8.82M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
1.37K
+ 0.63%
$40.68 - $46.33 $55.9K - $63.6K
219K $9.96M
VEA
Vanguard Ftse Developed Market

ETFs
4.96K
+ 1.83%
$56.02 - $60.3 $278K - $299K
276K $16.5M
RTX
Raytheon Technologies Corp

Industrials
2.01K
+ 5.76%
$144.19 - $167.33 $289K - $335K
36.8K $6.16M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
2.98K
+ 0.79%
$41.91 - $44.87 $125K - $134K
379K $16.9M
XLV
Select Sector Spdr Fund Health

ETFs
6.8K
+ 35.69%
$129.01 - $139.72 $878K - $950K
25.9K $3.6M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
4.59K
+ 4.39%
$94.17 - $99.95 $432K - $458K
109K $10.9M
FVAL
Fidelity Covington Tr Value Fa

ETFs
1.69K
+ 0.95%
$63.74 - $69.18 $108K - $117K
180K $12.4M
ASTS
Ast Space Mobile, Inc.

Communication Services
14.2K
+ 11.0%
$36.91 - $60.06 $523K - $851K
143K $7.02M
ETN
Eaton Corp PLC

Industrials
2.22K
+ 24.48%
$342.99 - $392.76 $762K - $873K
11.3K $4.23M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
26.1K
+ 2.79%
$24.73 - $25.29 $647K - $661K
962K $24.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.12K
+ 22.82%
$404.94 - $499.99 $454K - $560K
6.03K $2.92M
XLU
Utilities Sector Spdr

ETFs
5.4K
+ 6.79%
$81.14 - $87.32 $438K - $471K
84.9K $7.4M
ING
Ing Groep Nv

Financial Services
1.12K
+ 0.55%
$22.0 - $26.08 $24.7K - $29.3K
205K $5.35M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
15.9K
+ 12.78%
$50.85 - $51.35 $811K - $819K
141K $7.21M
ABT
Abbott Laboratories

Healthcare
6.78K
+ 17.65%
$120.51 - $136.62 $816K - $926K
45.2K $6.05M
GQRE
Flexshares Tr Global Quality R

ETFs
9.29K
+ 4.7%
$58.71 - $61.92 $545K - $575K
207K $12.6M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.66K
+ 9.8%
$225.11 - $247.9 $374K - $412K
18.6K $4.6M
LVHI
Franklin International Low Vol

ETFs
18.9K
+ 45.75%
$32.69 - $35.19 $618K - $666K
60.3K $2.09M
PEP
Pepsico Inc

Consumer Defensive
1.77K
+ 3.09%
$133.81 - $152.16 $237K - $269K
59K $8.29M
OMFL
Invesco Exchange Traded Self I

ETFs
1.19K
+ 0.45%
$57.41 - $60.45 $68.3K - $71.9K
263K $15.8M
SLV
I Shares Silver Trust

ETFs
1.64K
+ 2.42%
$32.73 - $42.5 $53.6K - $69.6K
69.4K $2.94M
DFIC
Dimensional ETF Tr Dimensional

ETFs
16.5K
+ 17.6%
$30.76 - $33.01 $508K - $545K
110K $3.62M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.62K
+ 15.75%
$54.35 - $59.32 $414K - $452K
56K $3.31M
HYG
Ishares Tr

ETFs
8.15K
+ 28.26%
$79.85 - $81.32 $650K - $662K
37K $3M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
6.59K
+ 4.44%
$50.02 - $53.28 $329K - $351K
155K $8.11M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.79K
+ 5.62%
$68.94 - $86.3 $123K - $154K
33.6K $2.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.64K
+ 20.25%
$87.29 - $93.61 $492K - $528K
33.5K $3.13M
FREL
Fidelity Covington Tr Msci Rea

ETFs
16.2K
+ 6.71%
$26.84 - $28.32 $434K - $458K
257K $7.15M
MS
Morgan Stanley

Financial Services
148
+ 0.44%
$139.09 - $161.16 $20.6K - $23.9K
33.9K $5.39M
SYY
Sysco Corp

Consumer Defensive
7.47K
+ 276.5%
$76.33 - $82.51 $570K - $616K
10.2K $837K
IHDG
Wisdomtree Tr

ETFs
8.3K
+ 3.5%
$43.81 - $46.31 $363K - $384K
246K $11.3M
UBER
Uber Technologies, Inc

Technology
5.74K
+ 47.78%
$86.91 - $99.57 $499K - $571K
17.7K $1.74M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.67K
+ 2.1%
$21.69 - $23.34 $166K - $179K
373K $8.67M
MO
Altria Group, Inc.

Consumer Defensive
1.09K
+ 1.53%
$57.75 - $67.68 $63.1K - $73.9K
72.6K $4.79M
NKE
Nike, Inc.

Consumer Cyclical
8.77K
+ 113.49%
$69.24 - $79.24 $607K - $695K
16.5K $1.15M
SCHW
Schwab Charles Corp

Financial Services
5.43K
+ 28.59%
$91.03 - $98.69 $494K - $536K
24.4K $2.33M
HYDB
Ishares Tr Edge High Yield Def

ETFs
11.7K
+ 25.84%
$47.03 - $47.97 $551K - $562K
57.1K $2.73M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.87K
+ 47.75%
$128.6 - $136.01 $497K - $526K
12K $1.62M
DFAR
Dimensional ETF Tr Dimensional

ETFs
17.4K
+ 4.4%
$22.9 - $24.1 $399K - $420K
413K $9.86M
AMD
Advanced Micro Devices Inc

Technology
1.16K
+ 6.17%
$134.8 - $184.42 $156K - $213K
19.9K $3.22M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.59K
+ 7.95%
$84.28 - $89.46 $303K - $321K
48.8K $4.34M
PAUG
Innovator U.S. Equity Power Bu

ETFs
12.1K
+ 63.55%
$40.45 - $42.49 $491K - $516K
31.3K $1.33M
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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