Dynamic Advisor Solutions LLC New Holdings in Q1 2025

Dynamic Advisor Solutions LLC

  • $2.97 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WAT
Waters Corp

Healthcare
10.9K
New
$362.16 - $417.28 $3.94M - $4.54M
10.9K $4.01M
OWL
Blue Owl Capital Inc.

Financial Services
195K
New
$18.49 - $26.68 $3.6M - $5.19M
195K $3.9M
UL
Unilever PLC

Consumer Defensive
63.1K
New
$54.72 - $60.29 $3.45M - $3.8M
63.1K $3.76M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
46.6K
New
$78.0 - $84.37 $3.64M - $3.94M
46.6K $3.69M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
47.1K
New
$69.87 - $75.62 $3.29M - $3.56M
47.1K $3.44M
HEQT
Simplify Exchange Traded Fds H
116K
New
$28.48 - $30.52 $3.32M - $3.55M
116K $3.32M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
66.2K
New
$48.43 - $49.9 $3.2M - $3.3M
66.2K $3.3M
XLV
Select Sector Spdr Fund Health

ETFs
22K
New
$137.61 - $149.68 $3.03M - $3.3M
22K $3.19M
SPTS
Spdr Portfolio Short Term Trea

ETFs
107K
New
$28.92 - $29.24 $3.08M - $3.12M
107K $3.12M
SNY
Sanofi

Healthcare
55.8K
New
$48.15 - $59.42 $2.69M - $3.32M
55.8K $3.1M
WMB
Williams Companies, Inc.

Energy
47.2K
New
$54.02 - $61.09 $2.55M - $2.89M
47.2K $2.82M
VOT
Vanguard Mid Cap Growth Index

ETFs
11.2K
New
$237.72 - $276.98 $2.67M - $3.11M
11.2K $2.74M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
16.3K
New
$165.25 - $224.62 $2.7M - $3.67M
16.3K $2.71M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
54.5K
New
$49.25 - $50.66 $2.68M - $2.76M
54.5K $2.7M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
29.1K
New
$91.45 - $91.75 $2.66M - $2.67M
29.1K $2.67M
UMI
Uscf ETF Tr Uscf Midstream Ene

ETFs
47.8K
New
$48.89 - $54.85 $2.33M - $2.62M
47.8K $2.48M
SHYD
Vaneck Short High Yield Muni E

ETFs
106K
New
$22.46 - $22.9 $2.38M - $2.43M
106K $2.38M
SYK
Stryker Corp

Healthcare
6.39K
New
$355.18 - $399.9 $2.27M - $2.55M
6.39K $2.38M
UPS
United Parcel Service Inc

Industrials
21.5K
New
$109.66 - $136.26 $2.36M - $2.94M
21.5K $2.37M
WFC
Wells Fargo & Company

Financial Services
31.4K
New
$66.78 - $81.42 $2.1M - $2.55M
31.4K $2.25M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
5.3K
New
$408.78 - $448.82 $2.17M - $2.38M
5.3K $2.22M
TMO
Thermo Fisher Scientific Inc.

Healthcare
4.46K
New
$497.6 - $606.74 $2.22M - $2.7M
4.46K $2.22M
VGIT
Vanguard Intermediate Term Tre

ETFs
37.4K
New
$57.44 - $59.4 $2.15M - $2.22M
37.4K $2.22M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
43.8K
New
$47.33 - $47.92 $2.08M - $2.1M
43.8K $2.08M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
24.8K
New
$78.97 - $85.82 $1.96M - $2.13M
24.8K $2.06M
TJX
Tjx Companies Inc

Consumer Cyclical
16.9K
New
$112.81 - $126.16 $1.91M - $2.13M
16.9K $2.06M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
31.2K
New
N/A
31.2K $1.95M
XLI
Industrial Sector Spdr

ETFs
13.6K
New
$128.78 - $141.67 $1.75M - $1.93M
13.6K $1.77M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
42.1K
New
$39.65 - $43.35 $1.67M - $1.83M
42.1K $1.77M
BK
Bank Of New York Mellon Corp

Financial Services
21K
New
$75.42 - $88.95 $1.59M - $1.87M
21K $1.76M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
3.19K
New
$522.96 - $601.18 $1.67M - $1.92M
3.19K $1.7M
XLY
Select Sector Spdr Consumer Di

ETFs
8.44K
New
$192.6 - $233.2 $1.63M - $1.97M
8.44K $1.66M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
21.4K
New
$73.78 - $76.59 $1.58M - $1.64M
21.4K $1.63M
PWR
Quanta Services, Inc.

Industrials
6.33K
New
$236.71 - $358.03 $1.5M - $2.27M
6.33K $1.61M
ZS
Zscaler, Inc.

Technology
7.99K
New
$181.66 - $216.87 $1.45M - $1.73M
7.99K $1.58M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
25.1K
New
$58.01 - $64.46 $1.45M - $1.62M
25.1K $1.57M
SCHP
Schwab Strategic Us Tips ETF

ETFs
55.9K
New
$25.69 - $26.89 $1.44M - $1.5M
55.9K $1.5M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
56K
New
$25.44 - $25.58 $1.43M - $1.43M
56K $1.43M
XLF
Financial Sector Spdr

ETFs
29K
New
$47.32 - $52.19 $1.37M - $1.51M
29K $1.43M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
10.9K
New
$120.5 - $145.97 $1.31M - $1.59M
10.9K $1.43M
VOX
Vanguard Communication Service

ETFs
9.61K
New
$147.73 - $169.24 $1.42M - $1.63M
9.61K $1.42M
TRV
Travelers Companies, Inc.

Financial Services
5.23K
New
$232.43 - $265.13 $1.22M - $1.39M
5.23K $1.38M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2.79K
New
$402.49 - $513.76 $1.12M - $1.43M
2.79K $1.35M
NOW
Service Now, Inc.

Technology
1.6K
New
$783.83 - $1170.39 $1.25M - $1.87M
1.6K $1.27M
XLC
Select Sector Spdr Tr Communic

ETFs
13.2K
New
$94.84 - $105.31 $1.25M - $1.39M
13.2K $1.26M
ZTS
Zoetis Inc.

Healthcare
7.61K
New
$156.48 - $175.67 $1.19M - $1.34M
7.61K $1.25M
VGT
Vanguard Information Technolog

ETFs
2.31K
New
$542.38 - $646.34 $1.25M - $1.49M
2.31K $1.25M
VBR
Vanguard Small Cap Value ETF

ETFs
6.59K
New
$183.02 - $207.75 $1.21M - $1.37M
6.59K $1.22M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
12.9K
New
$91.76 - $103.26 $1.18M - $1.33M
12.9K $1.19M
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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