Dynamic Advisor Solutions LLC Reduced Holdings in Q4 2024

Dynamic Advisor Solutions LLC

  • $2.31 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ITW
Illinois Tool Works Inc

Industrials
-611
- 13.42%
$253.56 - $278.5 $155K - $170K
3.94K $999K
FIX
Comfort Systems Usa Inc

Industrials
-537
- 48.38%
$370.68 - $504.12 $199K - $271K
573 $242K
ICE
Intercontinental Exchange, Inc.

Financial Services
-862
- 18.32%
$148.29 - $166.93 $128K - $144K
3.84K $572K
CSX
Csx Corp

Industrials
-2.95K
- 7.71%
$31.58 - $36.88 $93.1K - $109K
35.3K $1.14M
QARP
Xtrackers Russell 1000 Us Qual

ETFs
-3.4K
- 45.66%
$51.27 - $54.76 $174K - $186K
4.04K $211K
BDX
Becton Dickinson & CO

Healthcare
-642
- 32.97%
$220.02 - $243.75 $141K - $156K
1.31K $296K
IR
Ingersoll Rand Inc.

Industrials
-799
- 7.49%
$90.46 - $105.35 $72.3K - $84.2K
9.88K $893K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-274
- 0.6%
$48.17 - $53.38 $13.2K - $14.6K
45.1K $2.2M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-590
- 25.18%
$209.89 - $233.24 $124K - $138K
1.75K $372K
MBB
Ishares Tr

ETFs
-1.29K
- 17.98%
$91.26 - $95.82 $118K - $123K
5.88K $538K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-1.05K
- 32.37%
$107.06 - $123.74 $112K - $130K
2.19K $239K
PPL
Ppl Corp

Utilities
-4.06K
- 30.04%
$31.47 - $35.0 $128K - $142K
9.45K $306K
EQIX
Equinix Inc

Real Estate
-198
- 22.58%
$865.69 - $985.0 $171K - $195K
679 $640K
DFAX
Dimensional ETF Tr
-1.84K
- 4.57%
$24.76 - $27.04 $45.6K - $49.8K
38.5K $957K
HEFA
Ishares Currency Hedged Msci E

ETFs
-2.99K
- 7.38%
$34.42 - $35.88 $103K - $107K
37.6K $1.31M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-2.27K
- 26.87%
$51.09 - $55.27 $116K - $125K
6.16K $315K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-2.01K
- 1.14%
$22.39 - $23.45 $44.9K - $47.1K
174K $4M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-2.02K
- 13.42%
$50.02 - $51.24 $101K - $103K
13K $652K
KMB
Kimberly Clark Corp

Consumer Defensive
-300
- 4.3%
$130.37 - $146.09 $39.1K - $43.8K
6.68K $875K
CBOE
Cboe Global Markets, Inc.

Financial Services
-466
- 15.53%
$191.61 - $217.84 $89.3K - $102K
2.53K $495K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-3.12K
- 24.63%
$34.25 - $37.94 $107K - $118K
9.53K $346K
DCI
Donaldson CO Inc

Industrials
-629
- 5.4%
$67.28 - $78.27 $42.3K - $49.2K
11K $742K
COST
Costco Wholesale Corp

Consumer Defensive
-953
- 3.73%
$873.59 - $994.69 $833K - $948K
24.6K $22.5M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-515
- 0.51%
$41.74 - $46.2 $21.5K - $23.8K
101K $4.24M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-2.18K
- 4.91%
$50.0 - $50.27 $109K - $109K
42.1K $2.11M
MNST
Monster Beverage Corp

Consumer Defensive
-2.25K
- 13.21%
$49.24 - $56.38 $111K - $127K
14.8K $777K
APD
Air Products & Chemicals, Inc.

Basic Materials
-180
- 2.56%
$285.5 - $335.62 $51.4K - $60.4K
6.85K $1.99M
STE
Steris PLC

Healthcare
-283
- 22.53%
$204.34 - $235.7 $57.8K - $66.7K
973 $200K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-994
- 16.71%
$100.16 - $100.7 $99.6K - $100K
4.95K $496K
FDX
Fedex Corp

Industrials
-546
- 8.29%
$260.5 - $305.15 $142K - $167K
6.04K $1.7M
OTIS
Otis Worldwide Corp

Industrials
-725
- 23.77%
$92.57 - $106.01 $67.1K - $76.9K
2.33K $215K
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
-3.93K
- 15.12%
$18.47 - $19.96 $72.5K - $78.4K
22K $407K
BP
Bp PLC

Energy
-2.22K
- 11.35%
$28.16 - $33.14 $62.4K - $73.4K
17.3K $511K
SPYG
Spdr Portfolio

ETFs
-1.42K
- 28.9%
$81.74 - $91.38 $116K - $130K
3.49K $306K
IQV
Iqvia Holdings Inc.

Healthcare
-147
- 9.09%
$190.97 - $236.63 $28.1K - $34.8K
1.47K $289K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-3.37K
- 13.56%
$23.42 - $24.25 $78.9K - $81.6K
21.5K $506K
NSC
Norfolk Southern Corp

Industrials
-181
- 4.91%
$230.6 - $277.0 $41.7K - $50.1K
3.51K $822K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-635
- 13.15%
$178.39 - $215.0 $113K - $137K
4.19K $808K
TIP
Ishares Tr Tips Bd ETF

ETFs
-428
- 4.56%
$106.33 - $110.69 $45.5K - $47.4K
8.95K $953K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
-650
- 2.24%
$41.16 - $43.15 $26.8K - $28K
28.3K $1.17M
MKC
Mccormick & CO Inc

Consumer Defensive
-137
- 1.19%
$73.97 - $84.09 $10.1K - $11.5K
11.4K $868K
PGR
Progressive Corp

Financial Services
-97
- 2.48%
$239.6 - $268.88 $23.2K - $26.1K
3.82K $915K
INTU
Intuit Inc

Technology
-239
- 2.53%
$602.01 - $706.25 $144K - $169K
9.22K $5.79M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-752
- 14.5%
$104.59 - $118.05 $78.7K - $88.8K
4.44K $481K
ROK
Rockwell Automation, Inc

Industrials
-340
- 25.66%
$264.65 - $302.92 $90K - $103K
985 $281K
IBM
International Business Machines Corp

Technology
-122
- 0.33%
$204.9 - $238.04 $25K - $29K
37.2K $8.17M
DE
Deere & CO

Industrials
-349
- 2.97%
$389.45 - $466.0 $136K - $163K
11.4K $4.83M
HAL
Halliburton CO

Energy
-1.92K
- 18.01%
$25.77 - $31.99 $49.6K - $61.5K
8.76K $238K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-1.29K
- 18.59%
$47.11 - $50.8 $60.7K - $65.4K
5.64K $265K
Activity Summary
Buys All Purchases 284 New Holdings 35 Increased Positions 249 Sells All Sells 343 Reductions 343 Sold out 0 Options Calls 3 Puts 5
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