Dynamic Advisor Solutions LLC Incresed Positions in Q3 2024

Dynamic Advisor Solutions LLC

  • $3.28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KEYS
Keysight Technologies, Inc.

Technology
86
+ 0.16%
$119.86 - $158.87 $10.3K - $13.7K
53.4K $8.48M
SPGI
S&P Global Inc.

Financial Services
1.32K
+ 19.07%
$446.32 - $527.38 $588K - $695K
8.22K $4.25M
FANG
Diamondback Energy, Inc.

Energy
6.98K
+ 238.05%
$168.46 - $210.94 $1.18M - $1.47M
9.92K $1.71M
EMGF
Ishares Msci Emerging Markets

ETFs
4.37K
+ 1.62%
$44.02 - $50.58 $192K - $221K
274K $13.6M
FREL
Fidelity Covington Tr Msci Rea

ETFs
3.1K
+ 1.4%
$25.07 - $29.94 $77.6K - $92.7K
224K $6.61M
CGDV
Capital Group Divid Value ETF

ETFs
10.8K
+ 6.32%
$32.96 - $36.48 $356K - $394K
182K $6.63M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
6.84K
+ 3.69%
$37.68 - $42.0 $258K - $287K
192K $7.98M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
17.9K
+ 67.5%
$49.9 - $50.37 $891K - $900K
44.3K $2.22M
XLB
Select Sector Spdr Fd Material

ETFs
8.68K
+ 104.69%
$86.95 - $97.09 $755K - $843K
17K $1.64M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.28K
+ 1.31%
$87.56 - $95.49 $112K - $122K
99.1K $9.46M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
12.7K
+ 15.37%
$49.77 - $51.95 $633K - $661K
95.5K $4.95M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
15.9K
+ 29.81%
$50.52 - $50.95 $802K - $809K
69.1K $3.52M
CGUS
Capital Group Core Equity ETF
11.5K
+ 6.18%
$31.19 - $34.33 $357K - $393K
197K $6.75M
WAT
Waters Corp

Healthcare
17
+ 0.16%
$282.7 - $359.89 $4.81K - $6.12K
10.9K $3.91M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
12.3K
+ 12.96%
$37.98 - $41.19 $469K - $509K
108K $4.43M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.95K
+ 14.19%
$114.73 - $120.23 $568K - $595K
39.8K $4.76M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
10.6K
+ 9.43%
$42.87 - $45.76 $456K - $487K
123K $5.58M
CL
Colgate Palmolive CO

Consumer Defensive
6.34K
+ 67.13%
$95.54 - $108.77 $606K - $690K
15.8K $1.64M
DFSD
Dimensional ETF Tr Short Durat

ETFs
11.7K
+ 5.33%
$47.0 - $47.84 $550K - $559K
231K $11M
PGR
Progressive Corp

Financial Services
2.56K
+ 188.94%
$209.46 - $259.24 $537K - $664K
3.92K $994K
O
Realty Income Corp

Real Estate
9.09K
+ 88.39%
$52.36 - $63.42 $476K - $576K
19.4K $1.23M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
1.88K
+ 4.95%
$116.88 - $129.79 $220K - $244K
39.9K $5.18M
UNP
Union Pacific Corp

Industrials
184
+ 0.58%
$221.78 - $256.09 $40.8K - $47.1K
32.1K $7.9M
IR
Ingersoll Rand Inc.

Industrials
6.58K
+ 160.79%
$86.9 - $100.4 $572K - $661K
10.7K $1.05M
LAMR
Lamar Advertising CO

Real Estate
424
+ 0.97%
$110.9 - $135.58 $47K - $57.5K
44.2K $5.91M
V
Visa Inc.

Financial Services
702
+ 1.85%
$253.74 - $291.56 $178K - $205K
38.6K $10.6M
IHDG
Wisdomtree Tr

ETFs
13.8K
+ 7.9%
$42.42 - $46.78 $587K - $647K
189K $8.63M
PANW
Palo Alto Networks Inc

Technology
1.78K
+ 13.48%
$294.18 - $368.01 $524K - $655K
15K $5.13M
HYDB
Ishares Tr Edge High Yield Def

ETFs
12.7K
+ 98.33%
$46.14 - $48.06 $587K - $611K
25.6K $1.23M
ISRG
Intuitive Surgical Inc

Healthcare
314
+ 3.06%
$416.14 - $494.01 $131K - $155K
10.6K $5.19M
AMD
Advanced Micro Devices Inc

Technology
3.43K
+ 9.94%
$128.67 - $183.96 $441K - $631K
37.9K $6.22M
PAYX
Paychex Inc

Industrials
752
+ 2.24%
$116.17 - $135.19 $87.4K - $102K
34.3K $4.61M
CSB
Victory Portf Ii Shs Us Small

ETFs
4.62K
+ 7.32%
$52.46 - $59.54 $243K - $275K
67.7K $3.98M
PEY
Invesco Exchange Traded Fd Tr

ETFs
1.77K
+ 0.71%
$19.4 - $21.93 $34.3K - $38.8K
251K $5.49M
GWW
W.W. Grainger, Inc.

Industrials
313
+ 15.3%
$896.19 - $1044.18 $281K - $327K
2.36K $2.45M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
845
+ 0.4%
$36.98 - $41.55 $31.2K - $35.1K
211K $8.66M
ICVT
Ishares Tr Convertible Bond Et

ETFs
4.35K
+ 10.05%
$77.24 - $83.67 $336K - $364K
47.6K $3.98M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
4.26K
+ 9.71%
$62.57 - $70.53 $267K - $301K
48.2K $3.34M
NOW
Service Now, Inc.

Technology
239
+ 7.5%
$730.87 - $937.36 $175K - $224K
3.43K $3.07M
EMR
Emerson Electric CO

Industrials
5.42K
+ 8.48%
$98.19 - $118.87 $532K - $644K
69.3K $7.58M
MELI
Mercadolibre Inc

Consumer Cyclical
98
+ 11.71%
$1591.44 - $2140.1 $156K - $210K
935 $1.92M
SPSB
Spdr Portfolio Short Term Corp

ETFs
11.2K
+ 3.19%
$29.58 - $30.31 $330K - $338K
361K $10.9M
KLAC
Kla Corp

Technology
844
+ 36.66%
$696.17 - $892.35 $588K - $753K
3.15K $2.44M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.96K
+ 2.53%
$96.25 - $101.98 $189K - $200K
79.4K $8.04M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.28K
+ 2.64%
$79.29 - $84.02 $180K - $191K
88.6K $7.42M
AMGN
Amgen Inc

Healthcare
876
+ 4.1%
$309.38 - $337.38 $271K - $296K
22.2K $7.17M
HEQT
Simplify Exchange Traded Fds H
14.1K
+ 21.18%
$26.73 - $28.88 $378K - $408K
80.8K $2.33M
OEF
Ishares S&P 100 ETF

ETFs
1.8K
+ 39.66%
$266.03 - $266.03 $479K - $479K
6.34K $1.69M
PEP
Pepsico Inc

Consumer Defensive
1.43K
+ 3.02%
$161.9 - $179.3 $232K - $257K
48.8K $8.29M
Activity Summary
Buys All Purchases 452 New Holdings 75 Increased Positions 377 Sells All Sells 449 Reductions 449 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Dynamic Advisor Solutions LLC Portfolio

Follow Dynamic Advisor Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email