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
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-2.56K
- 26.54%
$46.39 - $47.84 $119K - $123K
7.09K $339K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-2.53K
- 27.94%
$45.9 - $47.2 $116K - $120K
6.54K $307K
QCOM
Qualcomm Inc

Technology
-1.37K
- 7.79%
$124.66 - $159.48 $171K - $219K
16.2K $2.59M
DVN
Devon Energy Corp

Energy
-1.51K
- 12.46%
$26.8 - $37.92 $40.4K - $57.1K
10.6K $336K
WFC
Wells Fargo & Company

Financial Services
-4.69K
- 14.95%
$60.98 - $80.12 $286K - $376K
26.7K $2.14M
NSC
Norfolk Southern Corp

Industrials
-715
- 20.02%
$206.34 - $257.46 $148K - $184K
2.86K $731K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-2.5K
- 40.49%
$50.29 - $64.29 $126K - $161K
3.68K $236K
GILD
Gilead Sciences, Inc.

Healthcare
-424
- 0.77%
$96.91 - $113.0 $41.1K - $47.9K
54.9K $6.09M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.09K
- 18.84%
$100.35 - $100.71 $110K - $110K
4.7K $473K
CB
Chubb LTD

Financial Services
-21
- 0.26%
$274.32 - $302.46 $5.76K - $6.35K
8.07K $2.34M
IWY
Ishares Tr Russell 200 Growth

ETFs
-1.12K
- 23.16%
$187.5 - $246.51 $210K - $276K
3.72K $915K
OEF
Ishares S&P 100 ETF

ETFs
-362
- 4.61%
N/A
7.49K $1.99M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-1.92K
- 16.06%
$46.77 - $47.89 $89.8K - $91.9K
10K $475K
SLB
Schlumberger Limited

Energy
-219
- 2.05%
$31.95 - $42.2 $7K - $9.24K
10.5K $353K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
-4.7K
- 12.27%
$14.51 - $15.62 $68.2K - $73.5K
33.6K $505K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
-5.74K
- 12.75%
$12.76 - $14.51 $73.2K - $83.3K
39.3K $563K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-834
- 4.62%
$90.85 - $102.31 $75.8K - $85.3K
17.2K $1.74M
ALL
Allstate Corp

Financial Services
-316
- 8.02%
$180.53 - $212.64 $57K - $67.2K
3.63K $729K
IAU
Ishares Gold Trust

ETFs
-2.27K
- 12.84%
$56.1 - $64.74 $127K - $147K
15.4K $960K
PSX
Phillips 66

Energy
-246
- 2.02%
$92.87 - $125.73 $22.8K - $30.9K
11.9K $1.42M
SSNC
Ss&C Technologies Holdings Inc

Technology
-868
- 10.88%
$71.96 - $83.42 $62.5K - $72.4K
7.11K $588K
MKC
Mccormick & CO Inc

Consumer Defensive
-67
- 0.6%
$71.11 - $82.25 $4.76K - $5.51K
11.1K $842K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-1.26K
- 10.78%
$89.02 - $104.29 $112K - $131K
10.4K $1.08M
SHEL
Shell PLC

Energy
-541
- 4.41%
$59.75 - $73.05 $32.3K - $39.5K
11.7K $826K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-112
- 6.03%
$212.1 - $244.27 $23.8K - $27.4K
1.75K $381K
SHV
Ishares Tr

ETFs
-646
- 5.07%
$110.06 - $110.46 $71.1K - $71.4K
12.1K $1.33M
CMCSA
Comcast Corp

Communication Services
-195
- 0.38%
$32.84 - $36.72 $6.4K - $7.16K
51.7K $1.85M
DFAU
Dimensional ETF Tr

ETFs
-3.69K
- 16.12%
$34.04 - $42.36 $126K - $156K
19.2K $813K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-661
- 3.58%
$121.58 - $136.74 $80.4K - $90.4K
17.8K $2.42M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-3.43K
- 16.99%
$23.45 - $26.56 $80.4K - $91.1K
16.8K $445K
BXSL
Blackstone Secured Lending Fund

Financial Services
-97
- 0.3%
$26.88 - $32.74 $2.61K - $3.18K
32.2K $990K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-2.51K
- 12.5%
$22.43 - $23.23 $56.3K - $58.4K
17.6K $408K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-2.77K
- 2.31%
$21.55 - $22.2 $59.7K - $61.5K
117K $2.59M
VIG
Vanguard Dividend Appreciation

ETFs
-270
- 1.04%
N/A
25.8K $4.7M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-2.69K
- 12.71%
$13.03 - $15.28 $35K - $41K
18.4K $270K
PRU
Prudential Financial Inc

Financial Services
-316
- 12.4%
$95.12 - $112.71 $30.1K - $35.6K
2.23K $239K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-826
- 13.15%
$38.81 - $44.28 $32.1K - $36.6K
5.45K $231K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-4.39K
- 15.32%
$11.53 - $13.87 $50.7K - $60.9K
24.3K $336K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-1.24K
- 6.43%
$46.92 - $55.01 $57.9K - $67.9K
18K $976K
EIX
Edison International

Utilities
-89
- 1.82%
$48.32 - $59.92 $4.3K - $5.33K
4.8K $247K
YUM
Yum Brands Inc

Consumer Cyclical
-45
- 1.28%
$138.36 - $161.45 $6.23K - $7.27K
3.46K $513K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.64K
- 12.2%
$22.68 - $23.28 $37.2K - $38.2K
11.8K $273K
LDOS
Leidos Holdings, Inc.

Technology
-699
- 21.88%
$132.9 - $160.3 $92.9K - $112K
2.5K $393K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-638
- 6.8%
$59.8 - $60.07 $38.2K - $38.3K
8.74K $523K
DHS
Wisdomtree Tr U.S

ETFs
-147
- 1.22%
$87.71 - $98.37 $12.9K - $14.5K
11.9K $1.14M
GWW
W.W. Grainger, Inc.

Industrials
-92
- 8.27%
$919.93 - $1101.66 $84.6K - $101K
1.02K $1.06M
ITW
Illinois Tool Works Inc

Industrials
-132
- 3.35%
$218.41 - $252.43 $28.8K - $33.3K
3.81K $941K
CRM
Salesforce, Inc.

Technology
-451
- 2.22%
$236.26 - $291.15 $107K - $131K
19.8K $5.4M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-382
- 1.96%
$63.54 - $68.5 $24.3K - $26.2K
19.1K $1.29M
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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