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
NET
Cloudflare, Inc.

Technology
1.98K
New
$110.71 - $176.5 $219K - $350K
1.98K $223K
TSCO
Tractor Supply CO

Consumer Cyclical
3.97K
New
$51.66 - $57.94 $205K - $230K
3.97K $218K
MKL
Markel Corp

Financial Services
116
New
$1660.14 - $2059.83 $193K - $239K
116 $216K
FTNT
Fortinet, Inc.

Technology
2.25K
New
$92.49 - $114.57 $208K - $257K
2.25K $216K
SCHC
Schwab Strategic Tr Intl Small

ETFs
5.95K
New
$33.57 - $37.22 $200K - $221K
5.95K $215K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
8.68K
New
$24.29 - $24.65 $211K - $214K
8.68K $214K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.69K
New
$34.58 - $45.97 $162K - $216K
4.69K $213K
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
5.51K
New
$37.84 - $39.74 $209K - $219K
5.51K $209K
TOST
Toast, Inc.

Technology
6.26K
New
$32.61 - $41.98 $204K - $263K
6.26K $207K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
1.91K
New
$106.44 - $113.12 $203K - $216K
1.91K $206K
PBP
Invesco Exchange Traded Fd Tr

ETFs
9.3K
New
$21.85 - $24.13 $203K - $224K
9.3K $205K
SYY
Sysco Corp

Consumer Defensive
2.69K
New
$70.0 - $77.13 $189K - $208K
2.69K $202K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
5.44K
New
$36.14 - $40.81 $197K - $222K
5.44K $200K
ELY
Callaway Golf CO

Consumer Cyclical
10K
New
N/A
10K $187K
SOFI
So Fi Technologies, Inc.

Financial Services
15K
New
$11.18 - $18.03 $167K - $270K
15K $173K
ERC
Allspring Multi Sector Income Fund

Financial Services
13.6K
New
$9.04 - $9.39 $123K - $128K
13.6K $125K
WIT
Wipro LTD

Technology
29.4K
New
$3.0 - $3.77 $88.3K - $111K
29.4K $90K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
29.9K
New
$2.86 - $9.78 $85.5K - $293K
29.9K $85K
GUT
Gabelli Utility Trust

Financial Services
12.5K
New
$5.11 - $5.55 $63.9K - $69.4K
12.5K $66K
TOMZ
Tomi Environmental Solutions, Inc.

Industrials
20K
New
$0.73 - $1.22 $14.6K - $24.4K
20K $16K
IMUX
Immunic, Inc.

Healthcare
10K
New
$0.94 - $1.3 $9.4K - $13K
10K $10K
XC
Wisdomtree Tr Emerging Mkts Ex
25.6K
New
N/A
25.6K $0
Vanguard Malvern Fds
8.15K
New
N/A
8.15K $0
Connectm Technology Solution
10K
New
N/A
10K $0
Goldman Sachs ETF Tr
4.5K
New
N/A
4.5K $0
Thomson Reuters Corp
34.8K
New
N/A
34.8K $0
Manager Directed Portfolios
15.5K
New
N/A
15.5K $0
TSLL
Direxion Shs ETF Tr Daily Tsla
10.2K
New
N/A
10.2K $0
Dimensional ETF Trust
5.49K
New
N/A
5.49K $0
Wisdomtree Tr
6.35K
New
N/A
6.35K $0
Managed Portfolio Series
11.8K
New
N/A
11.8K $0
Volatility Shs Tr
20K
New
N/A
20K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
5.5K
New
N/A
5.5K $0
OAIM
Unified Ser Tr Oneascent Intl
14.3K
New
N/A
14.3K $0
OALC
Unified Ser Tr Oneascent Large
27.9K
New
N/A
27.9K $0
Valued Advisers Tr
21.6K
New
N/A
21.6K $0
Tidal Tr Ii
24.4K
New
N/A
24.4K $0
2023 ETF Series Trust Ii
7.98K
New
N/A
7.98K $0
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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