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
KR
Kroger CO

Consumer Defensive
-1.09K
- 4.35%
$58.36 - $67.72 $63.8K - $74.1K
24.1K $1.63M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-82
- 0.19%
$114.57 - $118.14 $9.39K - $9.69K
42.5K $5.02M
COP
Conocophillips

Energy
-94
- 0.53%
$88.6 - $105.85 $8.33K - $9.95K
17.7K $1.86M
IWD
Ishares Russell 1000 Val ETF

ETFs
-291
- 0.22%
$182.82 - $196.21 $53.2K - $57.1K
133K $24.8M
HCA
Hca Healthcare, Inc.

Healthcare
-31
- 1.12%
$296.7 - $345.55 $9.2K - $10.7K
2.75K $948K
CB
Chubb LTD

Financial Services
-325
- 3.86%
$257.71 - $301.99 $83.8K - $98.1K
8.09K $2.44M
INTC
Intel Corp

Technology
-864
- 1.67%
$19.1 - $27.39 $16.5K - $23.7K
51K $1.16M
ED
Consolidated Edison Inc

Utilities
-166
- 2.37%
$88.0 - $110.59 $14.6K - $18.4K
6.85K $757K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-309
- 1.56%
$56.12 - $68.15 $17.3K - $21.1K
19.5K $1.32M
IAU
Ishares Gold Trust

ETFs
-427
- 2.36%
$49.74 - $58.96 $21.2K - $25.2K
17.7K $1.04M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
-748
- 0.97%
$24.1 - $27.73 $18K - $20.7K
76.6K $2.08M
MCD
Mcdonalds Corp

Consumer Cyclical
-503
- 2.92%
$279.74 - $321.29 $141K - $162K
16.7K $5.23M
NVS
Novartis Ag

Healthcare
-20
- 0.12%
$97.14 - $115.57 $1.94K - $2.31K
16.5K $1.84M
EPD
Enterprise Products Partners L.P.

Energy
-150
- 0.15%
$31.75 - $34.14 $4.76K - $5.12K
99.1K $3.38M
LLY
Eli Lilly & CO

Healthcare
-674
- 4.37%
$725.72 - $929.72 $489K - $627K
14.8K $12.2M
MELI
Mercadolibre Inc

Consumer Cyclical
-3
- 0.26%
$1739.0 - $2260.0 $5.22K - $6.78K
1.13K $2.21M
MA
Mastercard Inc

Financial Services
-99
- 0.56%
$504.67 - $576.31 $50K - $57.1K
17.7K $9.71M
IBM
International Business Machines Corp

Technology
-2.96K
- 7.96%
$217.4 - $264.74 $643K - $783K
34.2K $8.51M
ELV
Elevance Health, Inc.

Healthcare
-354
- 4.68%
$365.9 - $436.25 $130K - $154K
7.22K $3.14M
COST
Costco Wholesale Corp

Consumer Defensive
-372
- 1.51%
$890.62 - $1076.86 $331K - $401K
24.2K $22.9M
FNF
Fidelity National Financial, Inc.

Financial Services
-992
- 1.76%
$54.25 - $65.27 $53.8K - $64.7K
55.3K $3.6M
PLTR
Palantir Technologies Inc.

Technology
-1.76K
- 2.53%
$64.98 - $124.62 $114K - $219K
67.6K $5.7M
ABT
Abbott Laboratories

Healthcare
-73
- 0.29%
$111.1 - $140.22 $8.11K - $10.2K
25K $3.31M
AMT
American Tower Corp

Real Estate
-180
- 1.18%
$173.46 - $217.6 $31.2K - $39.2K
15K $3.27M
DE
Deere & CO

Industrials
-49
- 0.43%
$408.57 - $509.27 $20K - $25K
11.3K $5.32M
MO
Altria Group, Inc.

Consumer Defensive
-656
- 0.92%
$50.81 - $60.02 $33.3K - $39.4K
70.9K $4.26M
KO
Coca Cola CO

Consumer Defensive
-616
- 0.84%
$60.81 - $72.32 $37.5K - $44.5K
72.5K $5.19M
PM
Philip Morris International Inc.

Consumer Defensive
-754
- 3.43%
$117.15 - $158.79 $88.3K - $120K
21.2K $3.37M
T
At&T Inc.

Communication Services
-5.75K
- 3.31%
$21.56 - $28.28 $124K - $162K
168K $4.75M
GILD
Gilead Sciences, Inc.

Healthcare
-1.85K
- 3.23%
$89.14 - $117.41 $165K - $217K
55.3K $6.2M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-22
- 0.56%
$1187.71 - $1432.58 $26.1K - $31.5K
3.9K $5.59M
ABBV
Abb Vie Inc.

Healthcare
-967
- 1.67%
$169.2 - $216.66 $164K - $210K
56.9K $11.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-50
- 0.12%
$442.66 - $534.52 $22.1K - $26.7K
40K $21.3M
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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