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
SLB
Schlumberger Limited

Energy
10.7K
New
$38.4 - $43.74 $410K - $467K
10.7K $446K
TGT
Target Corp

Consumer Defensive
4.18K
New
$103.65 - $142.5 $433K - $596K
4.18K $436K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
9.38K
New
$44.68 - $46.49 $419K - $436K
9.38K $434K
VST
Vistra Corp.

Utilities
3.68K
New
$108.49 - $191.89 $399K - $705K
3.68K $431K
FNDX
Schwab Fundamental U S Large C

ETFs
18.2K
New
$23.03 - $25.01 $420K - $456K
18.2K $426K
FNDA
Schwab Fundamental U S Small C

ETFs
15.5K
New
$26.87 - $30.99 $416K - $480K
15.5K $423K
EUSB
Ishares Tr Esg Advanced Total

Technology
9.73K
New
$42.05 - $43.43 $409K - $422K
9.73K $421K
VBK
Vanguard Small Cap Growth ETF

ETFs
1.63K
New
$247.97 - $296.33 $404K - $483K
1.63K $412K
VT
Vanguard Total World Stk Index

ETFs
3.4K
New
$115.08 - $123.97 $391K - $421K
3.4K $393K
SHOP
Shopify Inc.

Technology
4K
New
$90.59 - $129.31 $362K - $517K
4K $381K
SWKH
Swk Holdings Corp

Financial Services
21.7K
New
$15.75 - $17.61 $342K - $383K
21.7K $377K
SNOW
Snowflake Inc.

Technology
2.58K
New
$146.16 - $192.78 $377K - $498K
2.58K $377K
ICSH
Blackrock Ultra Short Term Bon

ETFs
7.42K
New
$50.44 - $50.7 $374K - $376K
7.42K $376K
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.9K
New
$94.86 - $97.12 $370K - $379K
3.9K $371K
FXE
Invesco Currency Shares Euro Trust

ETFs
3.63K
New
$94.32 - $101.09 $342K - $367K
3.63K $362K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
5.25K
New
$66.28 - $72.04 $348K - $378K
5.25K $356K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
10.4K
New
$31.63 - $35.22 $330K - $367K
10.4K $332K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
2.95K
New
$106.46 - $114.75 $314K - $339K
2.95K $327K
USB
Us Bancorp \De\

Financial Services
7.76K
New
$40.92 - $50.9 $317K - $395K
7.76K $327K
VICI
Vici Properties Inc.

Real Estate
9.93K
New
$28.21 - $32.68 $280K - $324K
9.93K $323K
MGC
Vanguard Mega Cap ETF

ETFs
1.6K
New
$199.2 - $222.69 $320K - $357K
1.6K $321K
GLDM
World Gold Trust

ETFs
5.18K
New
$52.19 - $61.89 $271K - $321K
5.18K $320K
TTWO
Take Two Interactive Software Inc

Communication Services
1.53K
New
$178.61 - $217.95 $273K - $334K
1.53K $317K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.96K
New
$156.61 - $168.02 $307K - $330K
1.96K $312K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
13.5K
New
$22.46 - $23.26 $302K - $313K
13.5K $311K
VXF
Vanguard Extended Market ETF

ETFs
1.77K
New
$170.36 - $201.04 $301K - $355K
1.77K $305K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
10.9K
New
$25.81 - $28.52 $281K - $311K
10.9K $300K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.95K
New
$132.75 - $177.12 $259K - $346K
1.95K $297K
EPI
Wisdomtree Tr India Earnings F

ETFs
6.84K
New
$40.08 - $45.85 $274K - $313K
6.84K $297K
LUV
Southwest Airlines CO

Industrials
8.48K
New
$28.18 - $34.84 $239K - $295K
8.48K $284K
APP
App Lovin Corp

Technology
1.06K
New
$238.08 - $510.13 $253K - $541K
1.06K $281K
WRB
Berkley W R Corp

Financial Services
3.92K
New
$56.7 - $71.27 $222K - $279K
3.92K $279K
USFR
Wisdomtree Floating Rate Treas

ETFs
5.5K
New
$50.29 - $50.5 $277K - $278K
5.5K $276K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
6.28K
New
$42.18 - $45.16 $265K - $284K
6.28K $274K
CEG
Constellation Energy Corp

Utilities
1.36K
New
$201.63 - $347.44 $274K - $473K
1.36K $274K
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
8.79K
New
$30.84 - $35.09 $271K - $308K
8.79K $270K
WELL
Welltower Inc.

Real Estate
1.76K
New
$124.05 - $156.86 $218K - $276K
1.76K $269K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
9.18K
New
$28.55 - $29.09 $262K - $267K
9.18K $264K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
2.09K
New
$122.86 - $137.9 $257K - $288K
2.09K $262K
CDC
Victory Portfolios Ii Shs Inco

ETFs
4.03K
New
$61.46 - $66.32 $248K - $268K
4.03K $261K
TGB
Taseko Mines LTD

Basic Materials
115K
New
$1.83 - $2.52 $211K - $290K
115K $258K
EL
Estee Lauder Companies Inc

Consumer Defensive
3.81K
New
$64.26 - $85.48 $245K - $325K
3.81K $251K
AMRC
Ameresco, Inc.

Industrials
20.7K
New
$9.29 - $28.17 $192K - $583K
20.7K $250K
GTLB
Gitlab Inc.

Technology
5.31K
New
$47.0 - $73.14 $249K - $388K
5.31K $249K
WDAY
Workday, Inc.

Technology
1.05K
New
$233.53 - $277.82 $245K - $291K
1.05K $244K
PHM
Pultegroup Inc

Consumer Cyclical
2.31K
New
$101.09 - $118.51 $233K - $273K
2.31K $236K
NUE
Nucor Corp

Basic Materials
1.94K
New
$114.48 - $142.52 $222K - $276K
1.94K $232K
CTAS
Cintas Corp

Industrials
1.13K
New
$182.09 - $208.14 $206K - $235K
1.13K $232K
VPU
Vanguard Utilities ETF

ETFs
1.35K
New
$161.24 - $173.33 $218K - $234K
1.35K $228K
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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