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
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
238
+ 1.86%
$9.75 - $10.96 $2.32K - $2.61K
13K $134K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
5
+ 0.04%
$9.85 - $11.67 $49.3 - $58.4
12K $134K
SCHP
Schwab Strategic Us Tips ETF

ETFs
5
+ 0.01%
$26.18 - $26.93 $131 - $135
55.9K $1.49M
AWK
American Water Works Company, Inc.

Utilities
64
+ 3.28%
$133.82 - $151.96 $8.56K - $9.73K
2.02K $280K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
585
+ 0.85%
$50.46 - $58.08 $29.5K - $34K
69.8K $4.01M
HDV
Ishares Core High Dividend ETF

ETFs
29
+ 0.93%
$108.41 - $120.51 $3.14K - $3.49K
3.16K $370K
FMB
First Tr Exchange Traded Fd Ii

ETFs
104
+ 0.42%
$49.12 - $50.93 $5.11K - $5.3K
25K $1.25M
PEY
Invesco Exchange Traded Fd Tr

ETFs
536
+ 2.3%
$18.68 - $21.54 $10K - $11.5K
23.8K $486K
MPLX
Mplx LP

Energy
23
+ 0.29%
$46.68 - $53.89 $1.07K - $1.24K
8.06K $415K
ELV
Elevance Health, Inc.

Healthcare
817
+ 11.32%
$372.27 - $452.69 $304K - $370K
8.03K $3.12M
PPL
Ppl Corp

Utilities
10
+ 0.11%
$33.45 - $36.5 $335 - $365
9.03K $306K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
2K
+ 2.65%
$13.74 - $15.66 $27.5K - $31.3K
77.5K $1.15M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
152
+ 1.41%
$44.37 - $50.04 $6.74K - $7.61K
10.9K $519K
DVA
Davita Inc.

Healthcare
4
+ 0.19%
$133.5 - $155.51 $534 - $622
2.15K $305K
HCAT
Health Catalyst, Inc.

Healthcare
3.12K
+ 6.83%
$3.58 - $4.52 $11.2K - $14.1K
48.7K $183K
LOW
Lowes Companies Inc

Consumer Cyclical
38
+ 1.24%
$210.83 - $235.28 $8.01K - $8.94K
3.09K $685K
TMUS
T Mobile Us, Inc.

Communication Services
351
+ 8.54%
$220.99 - $268.54 $77.6K - $94.3K
4.46K $1.06M
ED
Consolidated Edison Inc

Utilities
328
+ 4.79%
$98.05 - $113.3 $32.2K - $37.2K
7.18K $720K
SWKH
Swk Holdings Corp

Financial Services
805
+ 3.71%
$11.71 - $19.2 $9.43K - $15.5K
22.5K $332K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
148
+ 5.3%
$421.16 - $509.5 $62.3K - $75.4K
2.94K $1.31M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
56
+ 0.51%
$101.91 - $134.83 $5.71K - $7.55K
11K $1.38M
AVTR
Avantor, Inc.

Basic Materials
3.06K
+ 8.96%
$11.94 - $16.29 $36.6K - $49.9K
37.2K $501K
GBCI
Glacier Bancorp, Inc.

Financial Services
92
+ 0.18%
$37.85 - $44.51 $3.48K - $4.09K
52.2K $2.25M
VHT
Vanguard Health Care ETF

ETFs
4
+ 0.1%
$236.71 - $261.92 $947 - $1.05K
3.96K $982K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
6.26K
+ 11.91%
$6.07 - $8.61 $38K - $53.9K
58.8K $399K
WTW
Willis Towers Watson PLC

Financial Services
10
+ 0.5%
$295.96 - $337.43 $2.96K - $3.37K
2.03K $621K
BP
Bp PLC

Energy
119
+ 0.67%
$26.11 - $33.81 $3.11K - $4.02K
17.9K $535K
TRGP
Targa Resources Corp.

Energy
33
+ 1.22%
$157.32 - $205.72 $5.19K - $6.79K
2.75K $478K
MO
Altria Group, Inc.

Consumer Defensive
519
+ 0.73%
$55.56 - $60.91 $28.8K - $31.6K
71.5K $4.19M
LKQ
Lkq Corp

Consumer Cyclical
424
+ 2.66%
$36.86 - $43.38 $15.6K - $18.4K
16.3K $604K
FDX
Fedex Corp

Industrials
45
+ 0.78%
$198.07 - $245.17 $8.91K - $11K
5.83K $1.32M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
247
+ 7.74%
$225.56 - $335.19 $55.7K - $82.8K
3.44K $816K
NTIC
Northern Technologies International Corp

Basic Materials
10K
+ 17.39%
$6.84 - $10.45 $68.6K - $105K
67.8K $502K
ROP
Roper Technologies Inc

Industrials
167
+ 1.61%
$519.19 - $590.78 $86.7K - $98.7K
10.5K $5.96M
COP
Conocophillips

Energy
851
+ 4.8%
$82.66 - $106.1 $70.3K - $90.3K
18.6K $1.67M
TMO
Thermo Fisher Scientific Inc.

Healthcare
450
+ 10.09%
$390.26 - $489.06 $176K - $220K
4.91K $1.99M
JNJ
Johnson & Johnson

Healthcare
2.51K
+ 5.15%
$146.36 - $159.82 $367K - $401K
51.2K $7.82M
OKE
Oneok Inc

Energy
235
+ 1.51%
$78.71 - $100.37 $18.5K - $23.6K
15.8K $1.29M
PAYX
Paychex Inc

Industrials
122
+ 0.37%
$137.01 - $159.78 $16.7K - $19.5K
33.5K $4.87M
SNY
Sanofi

Healthcare
2.52K
+ 4.5%
$47.62 - $55.44 $120K - $139K
58.4K $2.82M
EOG
Eog Resources Inc

Energy
77
+ 0.21%
$104.61 - $129.97 $8.05K - $10K
36.7K $4.39M
MCD
Mcdonalds Corp

Consumer Cyclical
76
+ 0.45%
$285.55 - $321.23 $21.7K - $24.4K
16.8K $4.92M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
54K
+ 1384.73%
$87.84 - $1441.89 $4.75M - $77.9M
57.9K $5.22M
FNF
Fidelity National Financial, Inc.

Financial Services
1.01K
+ 1.83%
$53.62 - $66.59 $54.2K - $67.3K
56.3K $3.15M
PEP
Pepsico Inc

Consumer Defensive
2.1K
+ 3.81%
$128.02 - $151.37 $269K - $318K
57.3K $7.56M
XOM
Exxon Mobil Corp

Energy
2.37K
+ 2.41%
$99.93 - $119.04 $236K - $282K
101K $10.8M
ABBV
Abb Vie Inc.

Healthcare
1.67K
+ 2.93%
$170.16 - $206.27 $284K - $344K
58.5K $10.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
628
+ 1.57%
$483.48 - $539.8 $304K - $339K
40.6K $19.7M
CVX
Chevron Corp

Energy
849
+ 0.73%
$133.73 - $168.51 $114K - $143K
117K $16.7M
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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