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
MTUM
Ishares Msci Usa Momentum Fact

ETFs
47
+ 2.49%
$180.84 - $240.32 $8.5K - $11.3K
1.94K $465K
BTI
British American Tobacco P.L.C.

Consumer Defensive
543
+ 5.65%
$39.43 - $49.34 $21.4K - $26.8K
10.2K $480K
WPM
Wheaton Precious Metals Corp.

Basic Materials
5
+ 0.07%
$70.56 - $92.75 $353 - $464
6.85K $614K
NWSA
News Corp

Communication Services
1.75K
+ 14.41%
$23.97 - $29.72 $41.9K - $51.9K
13.9K $412K
AMRC
Ameresco, Inc.

Industrials
1.15K
+ 5.53%
$8.66 - $16.53 $9.92K - $18.9K
21.8K $331K
SCHC
Schwab Strategic Tr Intl Small

ETFs
971
+ 16.32%
$32.41 - $42.59 $31.5K - $41.4K
6.92K $294K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
993
+ 1.02%
$94.78 - $95.97 $94.1K - $95.3K
98.2K $9.41M
IRM
Iron Mountain Inc

Real Estate
241
+ 7.84%
$76.93 - $105.25 $18.5K - $25.4K
3.32K $340K
PBP
Invesco Exchange Traded Fd Tr

ETFs
3.55K
+ 38.19%
$20.08 - $22.36 $71.3K - $79.4K
12.9K $280K
RY
Royal Bank Of Canada

Financial Services
178
+ 6.57%
$108.36 - $131.55 $19.3K - $23.4K
2.89K $380K
ROK
Rockwell Automation, Inc

Industrials
7
+ 0.72%
$218.97 - $332.17 $1.53K - $2.33K
983 $326K
DFAR
Dimensional ETF Tr Dimensional

ETFs
8.28K
+ 2.14%
$20.99 - $23.93 $174K - $198K
396K $9.29M
VXF
Vanguard Extended Market ETF

ETFs
201
+ 11.37%
$150.43 - $192.71 $30.2K - $38.7K
1.97K $379K
FREL
Fidelity Covington Tr Msci Rea

ETFs
6.4K
+ 2.73%
$24.18 - $27.61 $155K - $177K
241K $6.52M
VRT
Vertiv Holdings CO

Industrials
809
+ 11.28%
N/A
7.98K $691K
ADP
Automatic Data Processing Inc

Industrials
157
+ 2.14%
$276.76 - $326.81 $43.5K - $51.3K
7.49K $2.31M
IR
Ingersoll Rand Inc.

Industrials
380
+ 3.21%
$66.75 - $84.94 $25.4K - $32.3K
12.2K $1.02M
BHK
Blackrock Core Bond Trust

Financial Services
43.2K
+ 13.85%
$9.5 - $11.0 $410K - $475K
355K $3.45M
AZN
Astrazeneca PLC

Healthcare
1.64K
+ 12.54%
$64.87 - $75.0 $106K - $123K
14.7K $1.03M
CTAS
Cintas Corp

Industrials
204
+ 18.04%
$190.11 - $227.66 $38.8K - $46.4K
1.34K $297K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
671
+ 1.86%
$51.1 - $53.29 $34.3K - $35.8K
36.7K $1.96M
TJX
Tjx Companies Inc

Consumer Cyclical
270
+ 1.6%
$119.13 - $135.03 $32.2K - $36.5K
17.2K $2.12M
FISV
Fiserv Inc

Technology
495
+ 9.5%
N/A
5.7K $714K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
583
+ 12.43%
$41.45 - $54.46 $24.2K - $31.8K
5.27K $274K
IEMG
Ishares Inc

ETFs
1.14K
+ 3.27%
N/A
36K $1.93M
PHM
Pultegroup Inc

Consumer Cyclical
510
+ 22.13%
$92.02 - $106.54 $46.9K - $54.3K
2.82K $296K
IDXX
Idexx Laboratories Inc

Healthcare
2
+ 0.4%
$361.04 - $536.34 $722 - $1.07K
502 $269K
CTVA
Corteva, Inc.

Basic Materials
218
+ 5.94%
$55.52 - $74.53 $12.1K - $16.2K
3.89K $289K
ESAB
Esab Corp

Industrials
155
+ 1.61%
$104.48 - $130.25 $16.2K - $20.2K
9.77K $1.18M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
58
+ 0.25%
$19.1 - $23.83 $1.11K - $1.38K
23.3K $555K
SPYG
Spdr Portfolio

ETFs
50
+ 1.48%
$71.83 - $95.32 $3.59K - $4.77K
3.44K $327K
F
Ford Motor CO

Consumer Cyclical
353
+ 0.55%
$8.69 - $10.85 $3.07K - $3.83K
64.1K $695K
PSA
Public Storage

Real Estate
373
+ 4.07%
$266.31 - $309.77 $99.3K - $116K
9.54K $2.8M
DFIV
Dimensional ETF Tr

ETFs
493
+ 5.24%
$34.67 - $43.21 $17.1K - $21.3K
9.9K $424K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.66K
+ 3.04%
$48.13 - $49.85 $79.7K - $82.6K
56.1K $2.75M
EMBD
Global X Fds Emerging Mkts Bd

ETFs
1.39K
+ 3.31%
$22.1 - $23.32 $30.7K - $32.3K
43.3K $1.01M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
697
+ 0.57%
N/A
123K $9.22M
DFAT
Dimensional ETF Tr U S Target

ETFs
224
+ 1.42%
$44.8 - $53.97 $10K - $12.1K
16K $863K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
6.13K
+ 8.88%
$8.4 - $8.8 $51.5K - $53.9K
75.1K $657K
VT
Vanguard Total World Stk Index

ETFs
58
+ 1.71%
$103.16 - $128.52 $5.98K - $7.45K
3.45K $443K
CG
Carlyle Group Inc.

Financial Services
173
+ 3.36%
$34.78 - $51.4 $6.02K - $8.89K
5.32K $273K
IBN
Icici Bank LTD

Financial Services
888
+ 12.22%
$30.16 - $34.39 $26.8K - $30.5K
8.15K $274K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
792
+ 4.68%
$40.82 - $43.14 $32.3K - $34.2K
17.7K $764K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
2.1K
+ 5.33%
$6.66 - $8.12 $14K - $17.1K
41.5K $337K
GRMN
Garmin LTD

Technology
361
+ 9.57%
$173.63 - $218.07 $62.7K - $78.7K
4.13K $862K
CSQ
Calamos Strategic Total Return Fund

Financial Services
374
+ 2.23%
$13.86 - $18.24 $5.18K - $6.82K
17.1K $312K
MUB
Ishares National Muni Bond ETF

ETFs
672
+ 2.25%
$102.31 - $105.8 $68.8K - $71.1K
30.6K $3.2M
MMM
3 M CO

Industrials
78
+ 1.46%
$126.09 - $154.15 $9.84K - $12K
5.43K $826K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
631
+ 3.86%
$46.47 - $47.67 $29.3K - $30.1K
17K $808K
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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