Dynamic Advisor Solutions LLC Reduced Holdings in Q1 2025

Dynamic Advisor Solutions LLC

  • $2.97 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
-7
- 0.43%
$178.65 - $194.73 $1.25K - $1.36K
1.61K $293K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
-202
- 1.39%
$49.52 - $50.2 $10K - $10.1K
14.3K $715K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
-1.32K
- 8.2%
$15.05 - $16.47 $19.8K - $21.7K
14.8K $236K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-284
- 3.04%
$45.56 - $47.23 $12.9K - $13.4K
9.07K $426K
GD
General Dynamics Corp

Industrials
-82
- 3.93%
$241.94 - $272.58 $19.8K - $22.4K
2.01K $546K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-57
- 0.18%
$49.75 - $50.27 $2.84K - $2.87K
32.3K $1.61M
GALT
Galectin Therapeutics Inc

Healthcare
-1K
- 9.09%
$1.1 - $1.76 $1.1K - $1.76K
10K $12K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-53
- 0.94%
$46.53 - $53.12 $2.47K - $2.82K
5.59K $264K
Morgan Stanley ETF Trust
-29
- 0.44%
N/A
6.52K $0
Gsk PLC
-635
- 7.18%
N/A
8.22K $0
Ishares Bitcoin Trust ETF
-3.55K
- 30.05%
N/A
8.25K $0
American Healthcare Reit Inc
-1.41K
- 2.55%
N/A
54K $0
Morgan Stanley ETF Trust
-30
- 0.57%
N/A
5.27K $0
Kenvue Inc
-330
- 0.52%
N/A
63.2K $0
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
-5.83K
- 2.65%
N/A
214K $0
Primo Brands Corporation
-2.37K
- 3.87%
N/A
59K $0
Dimensional ETF Trust
-34
- 0.5%
N/A
6.73K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
-700K
- 86.99%
N/A
105K $0
Corpay Inc
-20
- 2.52%
N/A
775 $0
JPHY
Jp Morgan High Yield Research

ETFs
-3.41K
- 27.12%
N/A
9.16K $0
Abrdn Asia Pacific Income Fu
-3.42K
- 22.79%
N/A
11.6K $0
HYLB
Xtrackers Usd High Yield Corp

ETFs
-3
- -0.0%
$35.96 - $36.72 $108 - $110
174K $6.26M
RWL
Invesco Exchange Traded Fd Tr

ETFs
-120
- 1.02%
$96.9 - $104.39 $11.6K - $12.5K
11.6K $1.16M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-11
- 0.06%
$19.7 - $20.61 $217 - $227
17.2K $347K
CCI
Crown Castle International Corp

Real Estate
-492
- 11.33%
$84.33 - $106.39 $41.5K - $52.3K
3.85K $401K
KMI
Kinder Morgan, Inc.

Energy
-104
- 1.1%
$26.1 - $31.22 $2.71K - $3.25K
9.32K $265K
HDV
Ishares Core High Dividend ETF

ETFs
-170
- 5.14%
$110.86 - $121.12 $18.8K - $20.6K
3.14K $379K
LNG
Cheniere Energy, Inc.

Energy
-395
- 6.49%
$209.32 - $253.66 $82.7K - $100K
5.69K $1.32M
DFAX
Dimensional ETF Tr
-1.48K
- 3.84%
$24.45 - $27.2 $36.2K - $40.2K
37K $969K
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
-143
- 1.2%
$25.98 - $28.41 $3.72K - $4.06K
11.8K $325K
JKHY
Henry Jack & Associates Inc

Technology
-104
- 2.24%
$166.47 - $191.28 $17.3K - $19.9K
4.54K $829K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-266
- 2.49%
$32.66 - $36.43 $8.69K - $9.69K
10.4K $365K
ADP
Automatic Data Processing Inc

Industrials
-264
- 3.48%
$286.85 - $318.64 $75.7K - $84.1K
7.33K $2.24M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-731
- 1.71%
$37.07 - $40.63 $27.1K - $29.7K
42.1K $1.66M
PPL
Ppl Corp

Utilities
-425
- 4.5%
$31.68 - $36.11 $13.5K - $15.3K
9.02K $325K
MPC
Marathon Petroleum Corp

Energy
-334
- 3.05%
$134.72 - $159.03 $45K - $53.1K
10.6K $1.55M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-331
- 0.3%
$39.61 - $42.65 $13.1K - $14.1K
111K $4.51M
BR
Broadridge Financial Solutions, Inc.

Technology
-22
- 1.48%
$221.46 - $244.83 $4.87K - $5.39K
1.47K $356K
GRMN
Garmin LTD

Technology
-45
- 1.18%
$204.55 - $241.93 $9.2K - $10.9K
3.77K $819K
DFIV
Dimensional ETF Tr

ETFs
-104
- 1.09%
$35.33 - $40.77 $3.67K - $4.24K
9.41K $370K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-1.19K
- 2.64%
$48.13 - $51.78 $57.3K - $61.6K
44K $2.24M
AWK
American Water Works Company, Inc.

Utilities
-13
- 0.66%
$121.01 - $149.31 $1.57K - $1.94K
1.95K $287K
DVN
Devon Energy Corp

Energy
-156
- 1.27%
$33.15 - $38.55 $5.17K - $6.01K
12.1K $452K
MKC
Mccormick & CO Inc

Consumer Defensive
-215
- 1.89%
$71.24 - $84.73 $15.3K - $18.2K
11.2K $919K
MNST
Monster Beverage Corp

Consumer Defensive
-358
- 2.42%
$46.16 - $58.58 $16.5K - $21K
14.4K $844K
KMB
Kimberly Clark Corp

Consumer Defensive
-44
- 0.66%
$124.46 - $147.4 $5.48K - $6.49K
6.63K $943K
AEP
American Electric Power CO Inc

Utilities
-200
- 3.57%
$90.32 - $109.27 $18.1K - $21.9K
5.41K $590K
ENB
Enbridge Inc

Energy
-283
- 0.56%
$41.54 - $45.45 $11.8K - $12.9K
50.7K $2.24M
SHEL
Shell PLC

Energy
-669
- 5.17%
$62.84 - $73.29 $42K - $49K
12.3K $899K
Activity Summary
Buys All Purchases 589 New Holdings 239 Increased Positions 350 Sells All Sells 234 Reductions 234 Sold out 0 Options Calls 2 Puts 1
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