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
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-5.66K
- 6.72%
$77.74 - $78.78 $440K - $446K
78.6K $6.19M
TW
Tradeweb Markets Inc.

Financial Services
-2.63K
- 39.6%
$125.37 - $149.02 $330K - $392K
4.01K $587K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-5.01K
- 2.06%
$82.21 - $83.12 $412K - $416K
238K $19.7M
IBB
Ishares Biotechnology ETF

ETFs
-2.68K
- 47.33%
$112.02 - $129.0 $300K - $346K
2.98K $377K
FVD
First Tr Value Line Divid Inde

ETFs
-8.1K
- 28.11%
$40.62 - $45.12 $329K - $365K
20.7K $925K
VB
Vanguard Small Cap ETF

ETFs
-4.1K
- 10.27%
$193.73 - $237.37 $794K - $972K
35.8K $8.48M
PG
Procter & Gamble CO

Consumer Defensive
-277
- 0.98%
$157.66 - $172.39 $43.7K - $47.8K
28K $4.46M
VNQ
Vanguard Specialized Funds Van

ETFs
-3.74K
- 10.98%
$79.79 - $91.42 $298K - $342K
30.3K $2.7M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-7.19K
- 9.03%
$46.41 - $47.7 $334K - $343K
72.5K $3.45M
T
At&T Inc.

Communication Services
-15.2K
- 9.02%
$26.33 - $28.94 $399K - $439K
153K $4.42M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-11.5K
- 17.27%
$33.38 - $40.81 $383K - $468K
54.9K $2.24M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-5.9K
- 47.85%
$48.46 - $50.2 $286K - $296K
6.43K $319K
XLB
Select Sector Spdr Fd Material

ETFs
-3.42K
- 56.07%
$74.27 - $88.92 $254K - $304K
2.68K $235K
SHW
Sherwin Williams CO

Basic Materials
-142
- 0.36%
$313.51 - $363.51 $44.5K - $51.6K
39.2K $13.5M
SUB
Ishares Short Term National Mu

ETFs
-2.86K
- 7.91%
$104.77 - $106.34 $300K - $305K
33.4K $3.55M
NOW
Service Now, Inc.

Technology
-631
- 39.41%
$721.65 - $1040.18 $455K - $656K
970 $997K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-10.5K
- 20.18%
$30.28 - $36.05 $319K - $380K
41.7K $1.5M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-11.5K
- 7.58%
$24.66 - $25.17 $284K - $290K
140K $3.53M
SDG
Ishares Trust Ishares Msci Glo

ETFs
-4.87K
- 15.46%
$65.66 - $77.49 $319K - $377K
26.6K $2.02M
CSB
Victory Portf Ii Shs Us Small

ETFs
-2.02K
- 2.52%
$49.98 - $58.24 $101K - $118K
78.1K $4.33M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-5.02K
- 15.75%
$108.06 - $135.3 $542K - $679K
26.8K $3.63M
CGUS
Capital Group Core Equity ETF
-26.6K
- 12.64%
$29.93 - $36.93 $797K - $983K
184K $6.8M
FTSL
First Trust Senior Ln Fund

ETFs
-5.31K
- 14.15%
$44.58 - $46.07 $237K - $244K
32.2K $1.48M
RYLD
Global X Fds Russell 2000 Cove

ETFs
-15.2K
- 40.68%
$13.37 - $15.25 $203K - $231K
22.1K $329K
GLD
Spdr Gold Trust

ETFs
-5.45K
- 6.32%
$273.71 - $316.29 $1.49M - $1.72M
80.8K $24.6M
STZ
Constellation Brands, Inc.

Consumer Defensive
-356
- 4.88%
$160.0 - $195.62 $57K - $69.6K
6.93K $1.13M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-5K
- 15.68%
$73.02 - $90.22 $365K - $451K
26.9K $2.4M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
-6.68K
- 38.72%
$33.7 - $43.1 $225K - $288K
10.6K $455K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-2.08K
- 4.9%
$116.93 - $119.39 $244K - $249K
40.4K $4.82M
EDV
Vanguard Extended Duration Tre

ETFs
-2.42K
- 19.78%
$62.83 - $72.45 $152K - $176K
9.83K $661K
SBUX
Starbucks Corp

Consumer Cyclical
-1.56K
- 18.7%
$79.69 - $99.41 $124K - $155K
6.79K $621K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
-7.52K
- 33.95%
$23.96 - $24.41 $180K - $183K
14.6K $354K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-8.96K
- 4.89%
$24.54 - $25.07 $220K - $225K
174K $4.36M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-3.52K
- 21.15%
$47.46 - $55.3 $167K - $194K
13.1K $722K
CMF
Ishares California Muni Bond E

ETFs
-2.9K
- 10.06%
$54.52 - $56.7 $158K - $164K
25.9K $1.44M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.93K
- 6.61%
$91.43 - $91.74 $176K - $177K
27.2K $2.5M
AZO
Autozone Inc

Consumer Cyclical
-39
- 19.7%
$3478.38 - $3880.15 $136K - $151K
159 $590K
DHR
Danaher Corp

Healthcare
-568
- 8.77%
$174.64 - $205.16 $99.2K - $117K
5.91K $1.17M
ZTS
Zoetis Inc.

Healthcare
-496
- 6.52%
$144.41 - $170.3 $71.6K - $84.5K
7.12K $1.11M
VLO
Valero Energy Corp

Energy
-1.04K
- 29.79%
$104.69 - $141.77 $109K - $148K
2.46K $330K
KMB
Kimberly Clark Corp

Consumer Defensive
-306
- 4.61%
$126.84 - $145.22 $38.8K - $44.4K
6.33K $815K
WM
Waste Management Inc

Industrials
-335
- 1.75%
$216.47 - $242.1 $72.5K - $81.1K
18.8K $4.31M
APD
Air Products & Chemicals, Inc.

Basic Materials
-130
- 1.83%
$248.61 - $294.96 $32.3K - $38.3K
6.99K $1.97M
TGT
Target Corp

Consumer Defensive
-1.04K
- 24.89%
$88.76 - $105.77 $92.4K - $110K
3.14K $309K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.72K
- 6.27%
$152.93 - $181.74 $416K - $495K
40.7K $7.39M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-2.73K
- 29.05%
$45.2 - $46.6 $123K - $127K
6.66K $308K
OXY
Occidental Petroleum Corp

Energy
-546
- 3.91%
$36.11 - $49.33 $19.7K - $26.9K
13.4K $564K
FANG
Diamondback Energy, Inc.

Energy
-209
- 5.19%
$119.25 - $161.49 $24.9K - $33.8K
3.82K $525K
XLC
Select Sector Spdr Tr Communic

ETFs
-2.65K
- 20.11%
$86.13 - $108.53 $228K - $287K
10.5K $1.14M
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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