Dynamic Advisor Solutions LLC Reduced Holdings in Q3 2025

Dynamic Advisor Solutions LLC

  • $3.33 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BXSL
Blackstone Secured Lending Fund

Financial Services
-4.25K
- 13.19%
$26.07 - $32.55 $111K - $138K
28K $728K
SPOT
Spotify Technology S.A.

Communication Services
-98
- 3.74%
$620.01 - $738.53 $60.8K - $72.4K
2.52K $1.76M
CI
Cigna Corp

Healthcare
-367
- 11.63%
$262.23 - $334.39 $96.2K - $123K
2.79K $803K
CMCSA
Comcast Corp

Communication Services
-543
- 1.05%
$31.41 - $36.33 $17.1K - $19.7K
51.2K $1.61M
EMR
Emerson Electric CO

Industrials
-521
- 0.76%
$128.6 - $149.63 $67K - $78K
68.3K $8.96M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-512
- 16.69%
$567.09 - $607.37 $290K - $311K
2.56K $1.52M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-2.08K
- 6.45%
$59.29 - $62.87 $123K - $130K
30.1K $1.81M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.69K
- 8.83%
$60.9 - $70.75 $103K - $119K
17.4K $1.09M
CSCO
Cisco Systems, Inc.

Technology
-1.29K
- 1.16%
$66.2 - $71.79 $85.5K - $92.8K
110K $7.54M
OXY
Occidental Petroleum Corp

Energy
-5.49K
- 40.84%
$42.54 - $48.1 $233K - $264K
7.95K $375K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
-4.21K
- 15.58%
$41.55 - $42.82 $175K - $180K
22.8K $970K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-2.33K
- 2.7%
$116.29 - $120.92 $271K - $282K
83.8K $10M
MUB
Ishares National Muni Bond ETF

ETFs
-2.05K
- 6.71%
$103.24 - $106.68 $212K - $219K
28.5K $3.04M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-218
- 9.36%
$108.8 - $169.61 $23.7K - $37K
2.11K $229K
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
-446
- 0.56%
$15.39 - $17.94 $6.86K - $8K
78.6K $1.25M
ZTS
Zoetis Inc.

Healthcare
-534
- 7.5%
$141.13 - $159.19 $75.4K - $85K
6.58K $963K
HCA
Hca Healthcare, Inc.

Healthcare
-630
- 22.31%
$334.32 - $426.2 $211K - $269K
2.19K $935K
OEF
Ishares S&P 100 ETF

ETFs
-542
- 7.24%
N/A
6.95K $1.85M
CL
Colgate Palmolive CO

Consumer Defensive
-689
- 8.9%
$79.36 - $93.33 $54.7K - $64.3K
7.05K $563K
SCHO
Schwab Short Term Us Treasury

ETFs
-5.85K
- 2.31%
$24.23 - $24.42 $142K - $143K
248K $6.05M
FCX
Freeport Mcmoran Inc

Basic Materials
-782
- 3.07%
$35.34 - $47.21 $27.6K - $36.9K
24.7K $968K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-9.38K
- 7.23%
$53.81 - $57.52 $505K - $539K
120K $6.92M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-5.06K
- 12.91%
$67.52 - $76.75 $341K - $388K
34.1K $2.55M
MKC
Mccormick & CO Inc

Consumer Defensive
-430
- 3.87%
$64.3 - $77.17 $27.6K - $33.2K
10.7K $714K
FDX
Fedex Corp

Industrials
-747
- 12.82%
$217.1 - $243.2 $162K - $182K
5.08K $1.2M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.73K
- 19.85%
$98.53 - $107.1 $170K - $185K
6.97K $731K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
-8.85K
- 26.33%
$14.8 - $15.89 $131K - $141K
24.8K $385K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-919
- 11.31%
$65.64 - $78.22 $60.3K - $71.9K
7.21K $483K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-2.41K
- 3.86%
$50.81 - $51.07 $123K - $123K
60.1K $3.07M
UMI
Uscf ETF Tr Uscf Midstream Ene

ETFs
-2.33K
- 10.17%
$49.2 - $51.74 $114K - $120K
20.5K $1.05M
EDV
Vanguard Extended Duration Tre

ETFs
-1.8K
- 18.29%
$63.28 - $69.5 $114K - $125K
8.03K $549K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.61K
- 5.54%
$85.01 - $90.35 $137K - $145K
27.4K $2.45M
NOW
Service Now, Inc.

Technology
-5
- 0.52%
$850.86 - $1044.69 $4.25K - $5.22K
965 $888K
GTLB
Gitlab Inc.

Technology
-2.19K
- 25.58%
$38.82 - $50.43 $85K - $110K
6.37K $287K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-966
- 20.54%
$100.37 - $100.74 $97K - $97.3K
3.74K $376K
ESAB
Esab Corp

Industrials
-11
- 0.11%
$108.14 - $134.17 $1.19K - $1.48K
9.76K $1.09M
TT
Trane Technologies PLC

Industrials
-49
- 1.15%
$398.96 - $472.54 $19.5K - $23.2K
4.21K $1.77M
TGT
Target Corp

Consumer Defensive
-657
- 20.92%
$86.56 - $107.43 $56.9K - $70.6K
2.48K $222K
KMB
Kimberly Clark Corp

Consumer Defensive
-471
- 7.44%
$121.72 - $136.77 $57.3K - $64.4K
5.86K $728K
DXC
Dxc Technology CO

Technology
-557
- 1.24%
$12.85 - $16.24 $7.16K - $9.05K
44.2K $602K
SLB
Schlumberger Limited

Energy
-2.55K
- 24.38%
$32.37 - $37.31 $82.6K - $95.2K
7.92K $272K
MPLX
Mplx LP

Energy
-1.34K
- 16.64%
$49.42 - $52.71 $66.3K - $70.7K
6.72K $335K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-3.94K
- 2.81%
$25.0 - $25.33 $98.6K - $99.9K
136K $3.45M
JKHY
Henry Jack & Associates Inc

Technology
-157
- 9.21%
$148.45 - $182.09 $23.3K - $28.6K
1.55K $230K
AMRC
Ameresco, Inc.

Industrials
-14K
- 63.92%
$15.87 - $34.84 $222K - $487K
7.88K $264K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.41K
- 11.99%
$49.05 - $49.99 $69.1K - $70.4K
10.3K $514K
KMI
Kinder Morgan, Inc.

Energy
-1.55K
- 10.75%
$26.23 - $28.5 $40.6K - $44.1K
12.9K $364K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-980
- 1.37%
$59.5 - $62.99 $58.3K - $61.7K
70.5K $4.42M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-1.57K
- 14.38%
$47.56 - $49.7 $74.7K - $78K
9.35K $462K
Activity Summary
Buys All Purchases 567 New Holdings 63 Increased Positions 504 Sells All Sells 333 Reductions 333 Sold out 0 Options Calls 0 Puts 0
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