Dynamic Advisor Solutions LLC New Holdings in Q2 2025

Dynamic Advisor Solutions LLC

  • $3.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EQH
Equitable Holdings, Inc.

Financial Services
61.6K
New
$43.98 - $56.1 $2.71M - $3.45M
61.6K $3.45M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
25.7K
New
$65.1 - $75.98 $1.68M - $1.96M
25.7K $1.96M
AVIG
American Centy ETF Tr Avantis

ETFs
46.4K
New
$40.41 - $41.62 $1.88M - $1.93M
46.4K $1.93M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
24.3K
New
$45.3 - $50.64 $1.1M - $1.23M
24.3K $1.19M
PAUG
Innovator U.S. Equity Power Bu

ETFs
19.1K
New
$35.3 - $40.46 $675K - $773K
19.1K $773K
PJUL
Innovator U.S. Equity Power Bu

ETFs
15K
New
$37.66 - $43.85 $566K - $659K
15K $658K
EWG
Ishares Msci Germany ETF

ETFs
10.3K
New
$33.22 - $42.57 $344K - $440K
10.3K $437K
TTEK
Tetra Tech Inc

Industrials
11.1K
New
$28.01 - $36.25 $311K - $403K
11.1K $399K
CCJ
Cameco Corp

Energy
4.79K
New
$36.68 - $74.46 $176K - $357K
4.79K $355K
COIN
Coinbase Global, Inc.

Technology
999
New
$151.47 - $375.07 $151K - $375K
999 $350K
INOD
Innodata Inc

Technology
6.25K
New
$29.68 - $51.96 $185K - $325K
6.25K $319K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
5.13K
New
$49.48 - $61.22 $254K - $314K
5.13K $312K
HOOD
Robinhood Markets, Inc.

Technology
3.19K
New
$34.17 - $93.63 $109K - $299K
3.19K $298K
THC
Tenet Healthcare Corp

Healthcare
1.6K
New
$110.41 - $176.0 $177K - $282K
1.6K $281K
FDVV
Fidelity High Dividend ETF

ETFs
5.14K
New
$43.6 - $52.02 $224K - $267K
5.14K $267K
CBRE
Cbre Group, Inc.

Real Estate
1.88K
New
$113.94 - $140.12 $214K - $263K
1.88K $263K
MLM
Martin Marietta Materials Inc

Basic Materials
476
New
$452.51 - $568.19 $215K - $270K
476 $261K
ARKW
Ark Next Generation Internet E

ETFs
1.75K
New
$82.77 - $147.9 $145K - $259K
1.75K $258K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.88K
New
$104.23 - $134.39 $196K - $253K
1.88K $252K
JPMB
J P Morgan Usd Emerging Market

ETFs
6.5K
New
$36.77 - $38.96 $239K - $253K
6.5K $251K
ARKQ
Ark Autonomous Technology & Ro

ETFs
2.81K
New
$58.8 - $89.17 $165K - $251K
2.81K $250K
HDB
Hdfc Bank LTD

Financial Services
3.21K
New
$63.78 - $77.48 $205K - $249K
3.21K $246K
WDC
Western Digital Corp

Technology
3.76K
New
$30.54 - $63.99 $115K - $240K
3.76K $240K
BSJR
Invesco Indx Tr

ETFs
10.4K
New
$21.81 - $22.71 $228K - $237K
10.4K $237K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
5.02K
New
$45.9 - $48.26 $230K - $242K
5.02K $234K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.1K
New
$57.14 - $72.68 $177K - $225K
3.1K $225K
TER
Teradyne, Inc

Technology
2.51K
New
$67.96 - $91.05 $171K - $228K
2.51K $225K
CHKP
Check Point Software Technologies LTD

Technology
1.01K
New
$204.26 - $233.47 $207K - $236K
1.01K $223K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.51K
New
$23.4 - $29.68 $176K - $223K
7.51K $223K
DUOL
Duolingo, Inc.

Technology
544
New
$292.88 - $540.68 $159K - $294K
544 $223K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
1.96K
New
$91.51 - $113.03 $179K - $222K
1.96K $221K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
6.7K
New
$27.24 - $33.15 $182K - $222K
6.7K $220K
SONY
Sony Group Corp

Technology
8.47K
New
$21.24 - $26.88 $180K - $228K
8.47K $220K
DISV
Dimensional ETF Tr Dimensional

ETFs
6.55K
New
$25.93 - $32.91 $170K - $216K
6.55K $215K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.46K
New
$70.56 - $87.22 $174K - $215K
2.46K $214K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.01K
New
$144.94 - $210.94 $146K - $213K
1.01K $213K
TWLO
Twilio Inc

Communication Services
1.72K
New
$81.34 - $124.36 $139K - $213K
1.72K $213K
ITA
Ishares Tr

ETFs
1.11K
New
$135.31 - $188.64 $150K - $210K
1.11K $209K
PKW
Invesco Exchange Traded Fd Tr

ETFs
1.69K
New
$98.58 - $123.6 $166K - $209K
1.69K $208K
SQ
Block, Inc.

Technology
3.59K
New
N/A
3.59K $205K
XBB
Bondbloxx ETF Tr Bb Rated Usd

ETFs
5K
New
$38.95 - $41.19 $195K - $206K
5K $205K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
3.03K
New
$54.28 - $67.95 $165K - $206K
3.03K $205K
FPX
First Trust Us Equity Opportun

ETFs
1.41K
New
$99.2 - $144.91 $140K - $205K
1.41K $204K
VEEV
Veeva Systems Inc

Healthcare
709
New
$209.39 - $289.94 $148K - $206K
709 $204K
IQDY
Flexshares International Quali

ETFs
6.32K
New
$25.6 - $32.45 $162K - $205K
6.32K $204K
MAR
Marriott International Inc

Consumer Cyclical
745
New
$211.12 - $274.14 $157K - $204K
745 $203K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.35K
New
$113.67 - $150.4 $153K - $202K
1.35K $202K
STX
Seagate Technology Holdings PLC

Technology
1.39K
New
$66.54 - $144.33 $92.7K - $201K
1.39K $201K
ATNI
Atn International, Inc.

Communication Services
10.8K
New
$14.04 - $20.27 $152K - $220K
10.8K $176K
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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