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
AVUS
American Centy ETF Tr Avantis

ETFs
498
+ 5.67%
$101.2 - $109.16 $50.4K - $54.4K
9.28K $1.01M
VRT
Vertiv Holdings CO

Industrials
1.43K
+ 17.96%
N/A
9.41K $815K
ALL
Allstate Corp

Financial Services
327
+ 9.02%
$192.0 - $214.65 $62.8K - $70.2K
3.95K $848K
IVW
Ishares S&P 500 Growth ETF

ETFs
100
+ 1.0%
$108.97 - $121.65 $10.9K - $12.2K
10.1K $1.22M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.83K
+ 2.6%
$49.78 - $50.75 $91K - $92.8K
72.1K $3.65M
NTRS
Northern Trust Corp

Financial Services
63
+ 0.45%
$123.6 - $134.6 $7.79K - $8.48K
13.9K $1.88M
ARKQ
Ark Autonomous Technology & Ro

ETFs
480
+ 17.06%
$86.2 - $111.56 $41.4K - $53.5K
3.29K $367K
FYLD
Cambria Foreign Shareholder Yi

ETFs
464
+ 0.89%
$29.19 - $31.97 $13.5K - $14.8K
52.5K $1.64M
AEP
American Electric Power CO Inc

Utilities
591
+ 10.36%
$103.26 - $115.0 $61K - $68K
6.3K $708K
EPD
Enterprise Products Partners L.P.

Energy
2.94K
+ 3.2%
$30.74 - $32.14 $90.3K - $94.4K
94.6K $2.96M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
994
+ 1.77%
$48.5 - $50.19 $48.2K - $49.9K
57.1K $2.86M
BP
Bp PLC

Energy
683
+ 3.82%
$30.25 - $35.69 $20.7K - $24.4K
18.6K $639K
RY
Royal Bank Of Canada

Financial Services
394
+ 13.64%
$128.46 - $148.6 $50.6K - $58.5K
3.28K $483K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
3.28K
+ 12.52%
$26.05 - $27.27 $85.4K - $89.4K
29.5K $793K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
466
+ 15.28%
$112.94 - $129.99 $52.6K - $60.6K
3.52K $450K
SUB
Ishares Short Term National Mu

ETFs
792
+ 2.37%
$106.17 - $107.3 $84.1K - $85K
34.1K $3.65M
DELL
Dell Technologies Inc.

Technology
201
+ 5.58%
$120.96 - $141.77 $24.3K - $28.5K
3.8K $539K
RWL
Invesco Exchange Traded Fd Tr

ETFs
281
+ 2.7%
$102.17 - $110.66 $28.7K - $31.1K
10.7K $1.18M
BSJR
Invesco Indx Tr

ETFs
4.14K
+ 39.63%
$22.64 - $22.85 $93.6K - $94.5K
14.6K $331K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1.81K
+ 5.55%
$50.08 - $50.37 $90.5K - $91K
34.4K $1.73M
VOX
Vanguard Communication Service

ETFs
356
+ 25.0%
$169.0 - $192.17 $60.2K - $68.4K
1.78K $334K
JCI
Johnson Controls International PLC

Industrials
619
+ 11.95%
$103.24 - $111.73 $63.9K - $69.2K
5.8K $637K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
40
+ 0.27%
$74.93 - $80.73 $3K - $3.23K
15.1K $1.22M
WTW
Willis Towers Watson PLC

Financial Services
28
+ 1.38%
$301.83 - $345.45 $8.45K - $9.67K
2.06K $710K
EQIX
Equinix Inc

Real Estate
123
+ 16.38%
$756.7 - $811.13 $93.1K - $99.8K
874 $684K
VEU
Vanguard Ftse All World Ex Us

ETFs
384
+ 2.73%
$66.38 - $71.68 $25.5K - $27.5K
14.4K $1.03M
FNDA
Schwab Fundamental U S Small C

ETFs
1.49K
+ 9.37%
$28.75 - $31.93 $42.9K - $47.6K
17.4K $542K
CBRE
Cbre Group, Inc.

Real Estate
333
+ 17.72%
$137.04 - $165.9 $45.6K - $55.2K
2.21K $348K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
168
+ 0.48%
$70.77 - $73.59 $11.9K - $12.4K
35.2K $2.58M
WRB
Berkley W R Corp

Financial Services
908
+ 22.53%
$67.78 - $76.62 $61.5K - $69.6K
4.94K $378K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.32K
+ 2.84%
$47.76 - $48.46 $62.9K - $63.9K
47.8K $2.3M
IWV
Ishares Russell 3000 ETF

ETFs
7
+ 0.25%
$351.04 - $379.81 $2.46K - $2.66K
2.83K $1.07M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
68
+ 0.39%
$62.54 - $68.42 $4.25K - $4.65K
17.5K $1.18M
WEC
Wec Energy Group, Inc.

Utilities
284
+ 6.05%
$103.66 - $114.59 $29.4K - $32.5K
4.98K $570K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.21K
+ 1.17%
$22.64 - $23.22 $50.1K - $51.4K
191K $4.41M
ENFR
Alerian Energy Infrastructure

ETFs
2.23K
+ 10.61%
$31.23 - $32.68 $69.6K - $72.9K
23.3K $753K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
666
+ 3.71%
$53.93 - $57.58 $35.9K - $38.3K
18.6K $1.05M
TTWO
Take Two Interactive Software Inc

Communication Services
185
+ 10.26%
$217.37 - $259.96 $40.2K - $48.1K
1.99K $513K
BTI
British American Tobacco P.L.C.

Consumer Defensive
301
+ 2.96%
$46.69 - $59.27 $14.1K - $17.8K
10.5K $555K
ALC
Alcon Inc

Healthcare
2.29K
+ 32.48%
$73.24 - $92.22 $168K - $212K
9.36K $697K
SPYG
Spdr Portfolio

ETFs
400
+ 11.64%
$94.33 - $105.31 $37.7K - $42.1K
3.84K $400K
EWG
Ishares Msci Germany ETF

ETFs
1.89K
+ 18.28%
$40.75 - $43.26 $77.1K - $81.8K
12.2K $509K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.15K
+ 11.73%
$30.13 - $33.37 $34.7K - $38.4K
11K $366K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
152
+ 7.86%
$236.25 - $257.69 $35.9K - $39.2K
2.09K $535K
ETR
Entergy Corp

Utilities
148
+ 2.84%
$80.93 - $93.55 $12K - $13.8K
5.37K $500K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
173
+ 1.7%
$82.42 - $87.03 $14.3K - $15.1K
10.3K $898K
IDXX
Idexx Laboratories Inc

Healthcare
21
+ 4.18%
$514.61 - $682.78 $10.8K - $14.3K
523 $334K
NET
Cloudflare, Inc.

Technology
171
+ 11.19%
$181.39 - $228.28 $31K - $39K
1.7K $364K
ITW
Illinois Tool Works Inc

Industrials
48
+ 1.26%
$252.31 - $269.41 $12.1K - $12.9K
3.86K $1.01M
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
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