Dynamic Advisor Solutions LLC Incresed Positions in Q1 2025

Dynamic Advisor Solutions LLC

  • $2.97 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BA
Boeing CO

Industrials
23
+ 0.29%
$148.15 - $186.25 $3.41K - $4.28K
7.97K $1.36M
IWV
Ishares Russell 3000 ETF

ETFs
4
+ 0.14%
$313.1 - $349.83 $1.25K - $1.4K
2.81K $889K
AMAT
Applied Materials Inc

Technology
616
+ 7.65%
$145.06 - $195.51 $89.4K - $120K
8.66K $1.26M
PANW
Palo Alto Networks Inc

Technology
1.69K
+ 5.64%
$167.82 - $208.28 $283K - $352K
31.6K $5.39M
PH
Parker Hannifin Corp

Industrials
5
+ 0.25%
$591.65 - $707.05 $2.96K - $3.54K
2.04K $1.24M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.61K
+ 11.71%
$47.79 - $59.89 $77.1K - $96.7K
15.4K $772K
MSI
Motorola Solutions, Inc.

Technology
29
+ 1.0%
$411.73 - $482.1 $11.9K - $14K
2.93K $1.28M
KW
Kennedy Wilson Holdings, Inc.

Real Estate
697
+ 1.34%
$8.61 - $10.05 $6K - $7K
52.5K $456K
NTIC
Northern Technologies International Corp

Basic Materials
5.04K
+ 9.57%
$10.41 - $13.43 $52.5K - $67.7K
57.7K $600K
CDNS
Cadence Design Systems Inc

Technology
313
+ 9.48%
$233.96 - $324.52 $73.2K - $102K
3.61K $918K
CGGR
Capital Group Growth ETF Shs C

ETFs
5.12K
+ 5.86%
$33.98 - $39.84 $174K - $204K
92.5K $3.17M
EQIX
Equinix Inc

Real Estate
9
+ 1.33%
$803.0 - $959.97 $7.23K - $8.64K
688 $560K
IWY
Ishares Tr Russell 200 Growth

ETFs
155
+ 3.31%
$210.19 - $243.33 $32.6K - $37.7K
4.84K $1.02M
MTB
M&T Bank Corp

Financial Services
23
+ 0.23%
$170.47 - $201.98 $3.92K - $4.65K
9.93K $1.77M
ENOV
Enovis Corp

Industrials
210
+ 1.11%
$35.51 - $47.99 $7.46K - $10.1K
19.2K $733K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.13K
+ 7.46%
$36.64 - $45.76 $78.2K - $97.6K
30.7K $1.15M
DXC
Dxc Technology CO

Technology
197
+ 0.48%
$16.43 - $22.61 $3.24K - $4.45K
41.2K $702K
EVR
Evercore Inc.

Financial Services
586
+ 18.65%
$190.28 - $291.27 $112K - $171K
3.73K $744K
DHR
Danaher Corp

Healthcare
15
+ 0.23%
$201.62 - $250.59 $3.02K - $3.76K
6.48K $1.33M
LMT
Lockheed Martin Corp

Industrials
569
+ 5.4%
$423.19 - $506.29 $241K - $288K
11.1K $4.96M
DHI
Horton D R Inc

Consumer Cyclical
1.29K
+ 4.99%
$125.29 - $147.65 $161K - $190K
27.1K $3.44M
AVUV
American Centy ETF Tr Avantis

ETFs
614
+ 2.45%
$84.95 - $100.62 $52.2K - $61.8K
25.7K $2.24M
MRVL
Marvell Technology, Inc.

Technology
206
+ 5.02%
$61.57 - $126.06 $12.7K - $26K
4.31K $265K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2K
+ 1.82%
$32.49 - $37.99 $64.9K - $75.9K
112K $3.75M
HD
Home Depot, Inc.

Consumer Cyclical
1.97K
+ 4.84%
$347.25 - $424.87 $685K - $838K
42.8K $15.7M
KKR
Kkr & Co. Inc.

Financial Services
163
+ 2.19%
$108.17 - $167.07 $17.6K - $27.2K
7.61K $879K
BAC
Bank Of America Corp

Financial Services
259
+ 0.25%
$39.61 - $47.74 $10.3K - $12.4K
105K $4.4M
IYW
Ishares Dj Us Tech ETF

ETFs
797
+ 4.36%
$140.44 - $166.79 $112K - $133K
19.1K $2.68M
ISRG
Intuitive Surgical Inc

Healthcare
81
+ 0.77%
$476.63 - $610.45 $38.6K - $49.4K
10.6K $5.24M
RSSS
Research Solutions, Inc.

Technology
1.11K
+ 0.61%
$2.6 - $4.15 $2.89K - $4.61K
184K $477K
MS
Morgan Stanley

Financial Services
231
+ 0.71%
$111.68 - $141.08 $25.8K - $32.6K
32.8K $3.83M
AXP
American Express CO

Financial Services
534
+ 3.42%
$255.39 - $325.87 $136K - $174K
16.2K $4.35M
HON
Honeywell International Inc

Industrials
333
+ 1.3%
$202.75 - $226.52 $67.5K - $75.4K
25.9K $5.48M
LAMR
Lamar Advertising CO

Real Estate
537
+ 1.21%
$110.65 - $132.9 $59.4K - $71.4K
45K $5.12M
MRK
Merck & Co., Inc.

Healthcare
1.27K
+ 2.8%
$83.01 - $101.02 $105K - $128K
46.4K $4.17M
ORCL
Oracle Corp

Technology
557
+ 3.58%
$139.81 - $186.47 $77.9K - $104K
16.1K $2.26M
IWM
Ishares Russell 2000 ETF

ETFs
4.97K
+ 7.71%
$198.1 - $229.79 $984K - $1.14M
69.4K $13.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
13.3K
+ 4.51%
$57.21 - $65.8 $762K - $877K
309K $18M
IVV
Ishares Core S&P 500 ETF

ETFs
1.53K
+ 3.07%
$554.06 - $615.85 $849K - $944K
51.4K $28.9M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
38.6K
+ 3.55%
$32.42 - $36.13 $1.25M - $1.39M
1.13M $37.1M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
662
+ 0.5%
$51.45 - $58.51 $34.1K - $38.7K
134K $6.95M
CAT
Caterpillar Inc

Industrials
352
+ 1.5%
$326.75 - $407.63 $115K - $143K
23.9K $7.87M
EMR
Emerson Electric CO

Industrials
2.18K
+ 3.29%
$108.64 - $131.17 $237K - $286K
68.3K $7.48M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.65K
+ 1.46%
$58.81 - $68.2 $215K - $249K
254K $15.2M
DLR
Digital Realty Trust, Inc.

Real Estate
10
+ 0.03%
$142.1 - $183.56 $1.42K - $1.84K
35.9K $5.14M
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.53K
+ 0.39%
$59.61 - $66.71 $151K - $169K
655K $39.6M
GOOG
Alphabet Inc.

Communication Services
1.12K
+ 1.65%
$156.06 - $207.71 $175K - $232K
69.1K $10.8M
AMZN
Amazon Com Inc

Consumer Cyclical
1.59K
+ 0.91%
$190.26 - $242.06 $303K - $386K
177K $33.6M
AAPL
Apple Inc.

Technology
839
+ 0.19%
$209.68 - $247.1 $176K - $207K
450K $100M
Activity Summary
Buys All Purchases 589 New Holdings 239 Increased Positions 350 Sells All Sells 234 Reductions 234 Sold out 0 Options Calls 2 Puts 1
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