Dynamic Advisor Solutions LLC Reduced Holdings in Q2 2025

Dynamic Advisor Solutions LLC

  • $3.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
-100K
- 75.38%
$166.82 - $194.23 $16.7M - $19.5M
32.8K $6.37M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-49.7K
- 33.71%
$416.06 - $551.64 $20.7M - $27.4M
97.7K $53.9M
VTI
Vanguard Total Stock Market Et

ETFs
-57.1K
- 47.46%
$243.75 - $303.93 $13.9M - $17.3M
63.2K $19.2M
AAPL
Apple Inc.

Technology
-6.92K
- 1.54%
$172.42 - $223.89 $1.19M - $1.55M
443K $90.9M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-97.5K
- 31.2%
$77.94 - $79.5 $7.6M - $7.75M
215K $17.1M
UNH
Unitedhealth Group Inc

Healthcare
-7.2K
- 33.67%
$274.35 - $599.47 $1.97M - $4.31M
14.2K $4.42M
ACN
Accenture PLC

Technology
-13.7K
- 62.75%
$279.23 - $323.21 $3.83M - $4.43M
8.14K $2.43M
TXN
Texas Instruments Inc

Technology
-19K
- 52.41%
N/A
17.2K $3.35M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-76.7K
- 7.5%
$44.68 - $45.96 $3.43M - $3.52M
946K $43.3M
AMGN
Amgen Inc

Healthcare
-4.93K
- 17.66%
$262.28 - $309.85 $1.29M - $1.53M
23K $6.42M
WMB
Williams Companies, Inc.

Energy
-28.7K
- 60.7%
$54.33 - $62.87 $1.56M - $1.8M
18.6K $1.17M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-16.9K
- 36.79%
$83.97 - $92.85 $1.42M - $1.57M
29K $2.56M
KR
Kroger CO

Consumer Defensive
-20.2K
- 83.78%
$64.62 - $74.0 $1.3M - $1.49M
3.91K $280K
UMI
Uscf ETF Tr Uscf Midstream Ene

ETFs
-24.9K
- 52.14%
$45.2 - $53.03 $1.13M - $1.32M
22.9K $1.17M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-53.5K
- 33.16%
$23.55 - $27.67 $1.26M - $1.48M
108K $2.98M
XLE
Energy Sector Spdr

ETFs
-9.54K
- 17.73%
$76.44 - $94.13 $729K - $898K
44.3K $3.75M
VOX
Vanguard Communication Service

ETFs
-8.19K
- 85.18%
$133.12 - $171.03 $1.09M - $1.4M
1.42K $243K
SCHO
Schwab Short Term Us Treasury

ETFs
-48.4K
- 16.02%
$24.19 - $24.45 $1.17M - $1.18M
254K $6.18M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-91.4K
- 25.37%
$22.27 - $29.21 $2.04M - $2.67M
269K $7.85M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4.55K
- 17.23%
$456.74 - $568.03 $2.08M - $2.58M
21.9K $12.4M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-23K
- 82.76%
$40.94 - $52.1 $940K - $1.2M
4.79K $249K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-40.9K
- 10.31%
$23.36 - $24.11 $956K - $986K
356K $8.49M
LLY
Eli Lilly & CO

Healthcare
-386
- 2.62%
$713.71 - $898.95 $275K - $347K
14.4K $11.2M
TEQI
T Rowe Price Exchange Traded F

Technology
-25.2K
- 20.27%
$36.8 - $42.54 $926K - $1.07M
99K $4.21M
MRK
Merck & Co., Inc.

Healthcare
-5.56K
- 11.99%
$73.47 - $87.12 $409K - $485K
40.9K $3.23M
WAT
Waters Corp

Healthcare
-1.48K
- 13.59%
$307.71 - $366.67 $455K - $542K
9.4K $3.28M
CGDV
Capital Group Divid Value ETF

ETFs
-36.4K
- 19.57%
$31.93 - $39.49 $1.16M - $1.44M
149K $5.9M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-22.6K
- 25.46%
N/A
66.3K $2.09M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-19.8K
- 17.89%
$37.18 - $42.55 $735K - $841K
90.7K $3.86M
XLV
Select Sector Spdr Fund Health

ETFs
-2.98K
- 13.53%
$128.77 - $144.3 $384K - $430K
19.1K $2.57M
WPC
W. P. Carey Inc.

Real Estate
-8.78K
- 62.29%
$56.12 - $64.53 $492K - $566K
5.31K $331K
MDT
Medtronic PLC

Healthcare
-5.41K
- 18.18%
$80.68 - $88.86 $437K - $481K
24.4K $2.12M
EWJ
Ishares Msci Japan ETF

ETFs
-8.92K
- 40.06%
$61.32 - $75.28 $547K - $671K
13.3K $1M
EPD
Enterprise Products Partners L.P.

Energy
-7.44K
- 7.5%
$28.95 - $34.22 $215K - $254K
91.7K $2.84M
MELI
Mercadolibre Inc

Consumer Cyclical
-492
- 43.46%
$1794.73 - $2613.63 $883K - $1.29M
640 $1.67M
LNG
Cheniere Energy, Inc.

Energy
-2.47K
- 43.4%
$197.25 - $244.33 $487K - $603K
3.22K $784K
DOW
Dow Inc.

Basic Materials
-10.5K
- 35.05%
$25.81 - $34.89 $271K - $367K
19.5K $515K
JKHY
Henry Jack & Associates Inc

Technology
-2.84K
- 62.44%
$163.54 - $186.02 $464K - $527K
1.71K $307K
UNP
Union Pacific Corp

Industrials
-1.36K
- 4.19%
$208.27 - $238.46 $282K - $323K
31K $7.13M
KHC
Kraft Heinz CO

Consumer Defensive
-15.1K
- 59.63%
$25.61 - $30.81 $387K - $465K
10.2K $263K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-10.1K
- 23.66%
$49.98 - $50.26 $504K - $507K
32.6K $1.63M
PFE
Pfizer Inc

Healthcare
-16.7K
- 21.51%
$21.59 - $24.84 $360K - $415K
60.9K $1.48M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-10.8K
- 21.64%
$55.86 - $68.61 $604K - $742K
39.2K $2.69M
BMY
Bristol Myers Squibb CO

Healthcare
-211
- 0.69%
$44.12 - $59.6 $9.31K - $12.6K
30.3K $1.4M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-10.9K
- 65.57%
$37.08 - $42.26 $405K - $462K
5.74K $237K
AGNC
Agnc Investment Corp.

Real Estate
-45.9K
- 67.96%
$8.12 - $9.49 $373K - $436K
21.7K $198K
PKG
Packaging Corp Of America

Consumer Cyclical
-2.16K
- 49.3%
$175.97 - $201.36 $379K - $434K
2.22K $417K
VZ
Verizon Communications Inc

Communication Services
-3.86K
- 3.19%
$41.67 - $45.62 $161K - $176K
117K $5.06M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-8.23K
- 20.37%
$54.27 - $63.01 $447K - $519K
32.2K $2.02M
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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