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
MA
Mastercard Inc

Financial Services
71
+ 0.4%
$479.92 - $590.74 $34.1K - $41.9K
17.8K $9.99M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
15.2K
+ 5.59%
$14.97 - $16.79 $227K - $255K
287K $4.79M
NETL
ETF Ser Solutions Net Lease CO

ETFs
16.8K
+ 7.9%
$22.03 - $24.97 $370K - $420K
230K $5.61M
SLV
I Shares Silver Trust

ETFs
4.74K
+ 7.52%
$27.08 - $33.74 $128K - $160K
67.8K $2.22M
ET
Energy Transfer LP

Energy
18.1K
+ 14.29%
$15.65 - $18.93 $283K - $343K
145K $2.63M
DFSV
Dimensional ETF Tr Dimensional

ETFs
8.35K
+ 49.06%
$24.21 - $29.47 $202K - $246K
25.4K $746K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.54K
+ 78.49%
$141.87 - $164.49 $218K - $253K
3.5K $575K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.91K
+ 1.63%
$51.14 - $57.0 $200K - $223K
244K $13.8M
IWP
Ishares Russell Mid Cap Growth

ETFs
382
+ 3.87%
$104.34 - $138.68 $39.9K - $53K
10.3K $1.42M
AVLV
American Centy ETF Tr Avantis
2.29K
+ 6.53%
$56.85 - $68.21 $130K - $156K
37.4K $2.55M
ASML
Asml Holding Nv

Technology
119
+ 10.01%
$595.37 - $815.24 $70.8K - $97K
1.31K $1.05M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.37K
+ 5.45%
$55.54 - $69.09 $75.9K - $94.4K
26.4K $1.83M
CGCP
Capital Group Core Plus Income

ETFs
11.3K
+ 12.45%
$21.92 - $22.56 $247K - $255K
102K $2.29M
SYK
Stryker Corp

Healthcare
265
+ 4.15%
$337.37 - $395.63 $89.4K - $105K
6.65K $2.63M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.47K
+ 1.6%
$79.56 - $82.92 $117K - $122K
93.2K $7.73M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.12K
+ 6.23%
$49.57 - $50.27 $204K - $207K
70.3K $3.53M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.31K
+ 51.05%
$99.1 - $99.49 $229K - $230K
6.84K $680K
LVHI
Franklin International Low Vol

ETFs
6.86K
+ 19.89%
$28.91 - $33.28 $198K - $228K
41.3K $1.35M
PPA
Invesco Exchange Traded Fd Tr

ETFs
342
+ 4.8%
$105.2 - $141.69 $36K - $48.5K
7.47K $1.06M
MLPX
Global X Mlp & Energy Infrastr

ETFs
4.83K
+ 7.25%
$55.32 - $65.02 $267K - $314K
71.4K $4.48M
GLDM
World Gold Trust

ETFs
3.12K
+ 60.16%
$58.96 - $67.97 $184K - $212K
8.3K $543K
AVUV
American Centy ETF Tr Avantis

ETFs
1.32K
+ 5.12%
$75.17 - $91.21 $99K - $120K
27K $2.46M
RBLX
Roblox Corp

Communication Services
51
+ 1.11%
$51.22 - $105.59 $2.61K - $5.39K
4.64K $487K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
388
+ 2.58%
$57.46 - $75.58 $22.3K - $29.3K
15.4K $1.17M
BSX
Boston Scientific Corp

Healthcare
1.7K
+ 33.0%
$89.7 - $107.41 $153K - $183K
6.87K $737K
PEG
Public Service Enterprise Group Inc

Utilities
1.48K
+ 3.07%
$77.13 - $84.18 $114K - $124K
49.6K $4.18M
XSMO
Invesco S&P Smallcap Momentum

ETFs
2.8K
+ 60.88%
$55.15 - $68.11 $154K - $191K
7.39K $502K
NXPI
Nxp Semiconductors N.V.

Technology
288
+ 5.45%
$153.5 - $218.72 $44.2K - $63K
5.57K $1.22M
VNT
Vontier Corp

Technology
2.46K
+ 8.27%
$28.04 - $37.3 $68.8K - $91.6K
32.1K $1.19M
CYBR
Cyber Ark Software Ltd.

Technology
270
+ 18.56%
$305.98 - $406.88 $82.6K - $110K
1.73K $701K
TAXF
American Centy ETF Tr Diversif

ETFs
5.48K
+ 5.08%
$47.8 - $49.79 $262K - $273K
113K $5.55M
DHI
Horton D R Inc

Consumer Cyclical
1.23K
+ 4.54%
$115.1 - $129.63 $142K - $159K
28.3K $3.65M
SAP
Sap Se

Technology
413
+ 18.39%
$237.53 - $309.8 $98.1K - $128K
2.66K $808K
SO
Southern CO

Utilities
2.35K
+ 2.61%
$84.91 - $92.56 $200K - $218K
92.4K $8.49M
ADBE
Adobe Inc.

Technology
383
+ 2.27%
$340.0 - $420.68 $130K - $161K
17.2K $6.67M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
23.7K
+ 10.09%
$12.71 - $14.52 $301K - $344K
259K $3.6M
ENOV
Enovis Corp

Industrials
10.6K
+ 55.02%
$29.65 - $37.35 $313K - $395K
29.8K $933K
IQV
Iqvia Holdings Inc.

Healthcare
1.47K
+ 83.28%
$137.0 - $174.37 $202K - $257K
3.24K $511K
LMT
Lockheed Martin Corp

Industrials
27
+ 0.24%
$430.82 - $486.45 $11.6K - $13.1K
11.1K $5.16M
NOC
Northrop Grumman Corp

Industrials
676
+ 5.61%
$456.3 - $540.39 $308K - $365K
12.7K $6.36M
EEM
Ishares Msci Emerging Markets

ETFs
1.86K
+ 8.79%
$38.52 - $48.28 $71.5K - $89.6K
22.9K $1.11M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
8.87K
+ 45.33%
$20.16 - $20.49 $179K - $182K
28.4K $582K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
3.78K
+ 46.27%
$50.47 - $54.75 $191K - $207K
11.9K $626K
STLG
Ishares Factors Us Growth Styl

ETFs
3.62K
+ 25.8%
N/A
17.6K $887K
URI
United Rentals, Inc.

Industrials
74
+ 7.71%
$551.94 - $753.4 $40.8K - $55.8K
1.03K $779K
AWI
Armstrong World Industries Inc

Industrials
438
+ 9.03%
$126.1 - $163.12 $55.2K - $71.4K
5.29K $858K
PFF
Ishares Trust Ishares Pfd And

ETFs
6.03K
+ 2.9%
$29.0 - $30.68 $175K - $185K
214K $6.57M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.04%
$272.36 - $339.57 $545 - $679
5.01K $1.7M
FYLD
Cambria Foreign Shareholder Yi

ETFs
1.94K
+ 3.88%
$23.46 - $29.42 $45.6K - $57.2K
52K $1.52M
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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