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
NWSA
News Corp

Communication Services
407
+ 2.93%
$28.38 - $31.03 $11.6K - $12.6K
14.3K $438K
PBP
Invesco Exchange Traded Fd Tr

ETFs
1K
+ 7.8%
$21.75 - $22.26 $21.8K - $22.3K
13.9K $306K
STE
Steris PLC

Healthcare
71
+ 5.8%
$221.21 - $252.43 $15.7K - $17.9K
1.3K $320K
SONY
Sony Group Corp

Technology
67
+ 0.79%
$23.92 - $30.07 $1.6K - $2.01K
8.53K $245K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1
+ 0.04%
$79.39 - $90.39 $79.4 - $90.4
2.73K $242K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
42
+ 3.9%
$301.44 - $365.84 $12.7K - $15.4K
1.12K $362K
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
525
+ 8.83%
$38.32 - $39.33 $20.1K - $20.6K
6.47K $253K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
111
+ 0.41%
$26.88 - $27.78 $2.98K - $3.08K
27.3K $758K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
59
+ 1.95%
$68.27 - $75.58 $4.03K - $4.46K
3.09K $229K
NUE
Nucor Corp

Basic Materials
99
+ 5.29%
$133.3 - $150.33 $13.2K - $14.9K
1.97K $266K
HIG
Hartford Financial Services Group, Inc.

Financial Services
67
+ 2.98%
$119.73 - $134.7 $8.02K - $9.02K
2.31K $308K
AFL
Aflac Inc

Financial Services
99
+ 5.11%
$98.09 - $111.7 $9.71K - $11.1K
2.04K $227K
BSCV
Invesco ETF Self Indexed Fd Tr
1.17K
+ 8.86%
$16.39 - $16.83 $19.1K - $19.7K
14.4K $239K
EPI
Wisdomtree Tr India Earnings F

ETFs
5.47K
+ 8.12%
$43.79 - $47.63 $240K - $261K
72.9K $3.22M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
1.71K
+ 13.16%
$9.87 - $10.65 $16.9K - $18.2K
14.7K $155K
APO
Apollo Global Management, Inc.

Financial Services
434
+ 9.84%
$131.55 - $156.05 $57.1K - $67.7K
4.84K $645K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
55
+ 0.97%
$52.12 - $55.33 $2.87K - $3.04K
5.72K $316K
FDVV
Fidelity High Dividend ETF

ETFs
17
+ 0.33%
$52.42 - $55.71 $891 - $947
5.15K $287K
SCHC
Schwab Strategic Tr Intl Small

ETFs
1
+ 0.01%
$42.28 - $45.71 $42.3 - $45.7
6.92K $314K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
361
+ 2.04%
$42.75 - $43.37 $15.4K - $15.7K
18.1K $783K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
55
+ 0.3%
$11.64 - $15.79 $640 - $868
18.2K $266K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
22
+ 0.29%
$29.55 - $32.52 $650 - $715
7.54K $241K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
3.55K
+ 11.75%
$4.73 - $8.22 $16.8K - $29.1K
33.7K $219K
ENZL
Ishares Tr Msci New Zealand Et

ETFs
53
+ 0.25%
$44.67 - $47.23 $2.37K - $2.5K
21.5K $989K
AOM
Ishares Tr Core Moderate Alloc

ETFs
119
+ 2.1%
$45.4 - $47.61 $5.4K - $5.67K
5.79K $275K
PKW
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.06%
$123.59 - $132.83 $124 - $133
1.69K $223K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
52
+ 0.66%
$63.98 - $69.04 $3.33K - $3.59K
7.89K $525K
PGR
Progressive Corp

Financial Services
666
+ 8.83%
$238.61 - $264.3 $159K - $176K
8.21K $2.03M
VEEV
Veeva Systems Inc

Healthcare
18
+ 2.54%
$269.2 - $297.91 $4.85K - $5.36K
727 $216K
USFR
Wisdomtree Floating Rate Treas

ETFs
244
+ 2.81%
$50.23 - $50.48 $12.3K - $12.3K
8.94K $449K
VICI
Vici Properties Inc.

Real Estate
337
+ 3.35%
$31.43 - $33.93 $10.6K - $11.4K
10.4K $339K
CME
Cme Group Inc.

Financial Services
90
+ 3.78%
$258.83 - $287.1 $23.3K - $25.8K
2.47K $666K
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
2.11K
+ 2.24%
$4.93 - $5.18 $10.4K - $10.9K
96.2K $484K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
977
+ 7.86%
$14.01 - $14.33 $13.7K - $14K
13.4K $187K
ONB
Old National Bancorp

Financial Services
22
+ 0.15%
$20.4 - $23.47 $449 - $516
14.3K $314K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
128
+ 0.33%
$50.82 - $51.09 $6.5K - $6.54K
38.7K $1.98M
NDAQ
Nasdaq, Inc.

Financial Services
139
+ 4.63%
$86.73 - $96.94 $12.1K - $13.5K
3.14K $277K
TMUS
T Mobile Us, Inc.

Communication Services
16
+ 0.36%
$226.02 - $259.01 $3.62K - $4.14K
4.48K $1.07M
DGX
Quest Diagnostics Inc

Healthcare
52
+ 1.29%
N/A
4.08K $559K
MGF
Mfs Government Markets Income Trust

Financial Services
2.61K
+ 4.11%
$3.04 - $3.12 $7.92K - $8.13K
65.9K $204K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
49
+ 0.34%
$50.19 - $50.91 $2.46K - $2.49K
14.4K $727K
SQ
Block, Inc.

Technology
101
+ 2.81%
N/A
3.7K $211K
ABC
Amerisourcebergen Corp

Healthcare
23
+ 1.36%
N/A
1.71K $316K
GUT
Gabelli Utility Trust

Financial Services
129
+ 0.85%
$5.8 - $6.18 $748 - $797
15.3K $93K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
5
+ 0.08%
$72.01 - $74.44 $360 - $372
5.91K $434K
AJG
Arthur J. Gallagher & Co.

Financial Services
72
+ 4.17%
$284.17 - $319.49 $20.5K - $23K
1.8K $557K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
10
+ 0.08%
$22.9 - $23.58 $229 - $236
11.8K $277K
COF
Capital One Financial Corp

Financial Services
29
+ 0.27%
$207.29 - $229.74 $6.01K - $6.66K
10.8K $2.3M
MAR
Marriott International Inc

Consumer Cyclical
48
+ 6.44%
$255.35 - $282.87 $12.3K - $13.6K
793 $206K
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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