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
ICSH
Blackrock Ultra Short Term Bon

ETFs
6.31K
+ 6.36%
$50.52 - $50.75 $319K - $320K
105K $5.35M
DFSD
Dimensional ETF Tr Short Durat

ETFs
5.78K
+ 2.33%
$47.86 - $48.43 $276K - $280K
254K $12.2M
FTCS
First Trust Capital Strength E

ETFs
2.17K
+ 5.01%
$89.72 - $93.74 $195K - $203K
45.5K $4.26M
SHYD
Vaneck Short High Yield Muni E

ETFs
12.5K
+ 11.4%
$22.31 - $23.01 $278K - $287K
122K $2.79M
PWR
Quanta Services, Inc.

Industrials
264
+ 4.58%
$372.29 - $421.68 $98.3K - $111K
6.02K $2.5M
AVEM
American Centy ETF Tr Avantis

ETFs
380
+ 0.88%
$68.33 - $75.41 $26K - $28.7K
43.6K $3.28M
VO
Vanguard Mid Cap ETF

ETFs
67
+ 0.32%
$279.83 - $293.74 $18.7K - $19.7K
20.8K $6.11M
FNF
Fidelity National Financial, Inc.

Financial Services
931
+ 1.65%
$51.22 - $61.07 $47.7K - $56.9K
57.2K $3.46M
MMM
3 M CO

Industrials
1.86K
+ 34.23%
$144.41 - $160.2 $268K - $298K
7.29K $1.13M
SCHP
Schwab Strategic Us Tips ETF

ETFs
10.6K
+ 18.93%
$26.44 - $27.1 $280K - $287K
66.5K $1.79M
VBK
Vanguard Small Cap Growth ETF

ETFs
822
+ 32.43%
$276.51 - $305.12 $227K - $251K
3.36K $999K
GBCI
Glacier Bancorp, Inc.

Financial Services
98
+ 0.19%
$42.86 - $50.13 $4.2K - $4.91K
52.3K $2.54M
GD
General Dynamics Corp

Industrials
571
+ 29.66%
$293.92 - $341.0 $168K - $195K
2.5K $851K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
10.4K
+ 4.03%
$13.77 - $14.45 $143K - $150K
269K $3.88M
XLB
Select Sector Spdr Fd Material

ETFs
3.12K
+ 116.42%
$86.72 - $92.61 $271K - $289K
5.8K $519K
EMBD
Global X Fds Emerging Mkts Bd

ETFs
11K
+ 25.48%
$23.1 - $23.9 $255K - $263K
54.3K $1.29M
DUK
Duke Energy Corp

Utilities
773
+ 2.44%
$116.31 - $125.93 $89.9K - $97.3K
32.5K $4.02M
VIG
Vanguard Dividend Appreciation

ETFs
1.5K
+ 5.82%
N/A
27.3K $4.97M
IAU
Ishares Gold Trust

ETFs
1.56K
+ 10.11%
$61.62 - $72.77 $96K - $113K
17K $1.23M
AMAT
Applied Materials Inc

Technology
330
+ 3.52%
$156.25 - $204.95 $51.6K - $67.6K
9.7K $1.99M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.32K
+ 6.57%
$97.75 - $100.75 $227K - $234K
37.6K $3.77M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
1.91K
+ 6.83%
$81.61 - $86.58 $156K - $165K
29.8K $2.55M
BNS
Bank Of Nova Scotia

Financial Services
1.15K
+ 5.66%
$54.5 - $64.93 $62.8K - $74.9K
21.5K $1.39M
AVUV
American Centy ETF Tr Avantis

ETFs
285
+ 1.05%
$90.37 - $102.12 $25.8K - $29.1K
27.3K $2.72M
UNP
Union Pacific Corp

Industrials
239
+ 0.77%
$214.91 - $237.16 $51.4K - $56.7K
31.2K $7.38M
CDNS
Cadence Design Systems Inc

Technology
189
+ 4.54%
$309.46 - $373.37 $58.5K - $70.6K
4.35K $1.53M
FTSL
First Trust Senior Ln Fund

ETFs
5.3K
+ 16.47%
$45.81 - $46.18 $243K - $245K
37.5K $1.72M
DUOL
Duolingo, Inc.

Technology
889
+ 163.42%
$271.18 - $403.06 $241K - $358K
1.43K $461K
PFE
Pfizer Inc

Healthcare
6.3K
+ 10.35%
$23.29 - $25.88 $147K - $163K
67.2K $1.71M
MA
Mastercard Inc

Financial Services
194
+ 1.09%
$550.18 - $598.96 $107K - $116K
18K $10.2M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
611
+ 0.88%
$56.63 - $60.72 $34.6K - $37.1K
70.4K $4.24M
MCD
Mcdonalds Corp

Consumer Cyclical
107
+ 0.64%
$291.67 - $316.99 $31.2K - $33.9K
16.9K $5.14M
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.44K
+ 2.27%
$27.61 - $29.15 $67.5K - $71.2K
110K $3.21M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.67K
+ 0.78%
$78.96 - $80.04 $132K - $134K
217K $17.3M
PANW
Palo Alto Networks Inc

Technology
1.27K
+ 3.85%
$167.06 - $208.19 $213K - $265K
34.4K $6.99M
WDC
Western Digital Corp

Technology
114
+ 3.03%
$63.84 - $120.06 $7.28K - $13.7K
3.87K $464K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
23
+ 0.51%
$275.84 - $326.36 $6.34K - $7.51K
4.49K $1.47M
GWRS
Global Water Resources, Inc.

Utilities
20.9K
+ 65.66%
$9.36 - $10.81 $196K - $226K
52.8K $544K
CGXU
Capital Group Intl Focus Equit

ETFs
35
+ 0.04%
$26.49 - $29.62 $927 - $1.04K
84.8K $2.51M
VZ
Verizon Communications Inc

Communication Services
3.01K
+ 2.57%
$40.84 - $45.06 $123K - $136K
120K $5.28M
MSI
Motorola Solutions, Inc.

Technology
109
+ 2.49%
$408.73 - $490.3 $44.6K - $53.4K
4.49K $2.05M
O
Realty Income Corp

Real Estate
2.06K
+ 7.97%
$56.13 - $60.79 $116K - $125K
27.9K $1.7M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
519
+ 0.57%
$42.39 - $44.63 $22K - $23.2K
91.3K $4.07M
BHK
Blackrock Core Bond Trust

Financial Services
12.9K
+ 3.64%
$9.42 - $9.94 $122K - $129K
368K $3.66M
PHO
Invesco Exchange Traded Fd Tr

ETFs
2.25K
+ 12.12%
$69.62 - $73.99 $157K - $167K
20.8K $1.5M
AOA
Ishares Tr Core Aggressive All

ETFs
1.26K
+ 6.45%
$82.71 - $88.14 $104K - $111K
20.8K $1.83M
ITOT
Ishares Core S&P Total U.S. St

ETFs
448
+ 3.49%
$135.0 - $146.02 $60.5K - $65.4K
13.3K $1.93M
GRMN
Garmin LTD

Technology
185
+ 4.48%
$211.13 - $246.22 $39.1K - $45.6K
4.32K $1.06M
MDT
Medtronic PLC

Healthcare
36
+ 0.15%
$87.67 - $95.74 $3.16K - $3.45K
24.4K $2.32M
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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