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
HEQT
Simplify Exchange Traded Fds H
-198
- 0.17%
$27.22 - $30.05 $5.39K - $5.95K
116K $3.49M
UBER
Uber Technologies, Inc

Technology
-932
- 7.2%
$64.62 - $93.3 $60.2K - $87K
12K $1.12M
ADI
Analog Devices Inc

Technology
-166
- 2.73%
$164.6 - $238.02 $27.3K - $39.5K
5.91K $1.41M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-21.3K
- 7.11%
$39.89 - $49.46 $850K - $1.05M
278K $13.8M
DKNG
Draft Kings Inc.

Consumer Cyclical
-266
- 1.13%
$31.67 - $42.89 $8.42K - $11.4K
23.2K $994K
XLI
Industrial Sector Spdr

ETFs
-138
- 1.01%
$116.42 - $147.52 $16.1K - $20.4K
13.5K $1.99M
MU
Micron Technology Inc

Technology
-312
- 4.23%
$64.72 - $127.91 $20.2K - $39.9K
7.07K $871K
VST
Vistra Corp.

Utilities
-255
- 6.94%
$98.07 - $195.04 $25K - $49.7K
3.42K $662K
VGT
Vanguard Information Technolog

ETFs
-65
- 2.82%
$470.37 - $663.28 $30.6K - $43.1K
2.24K $1.49M
PCT
Pure Cycle Technologies, Inc.

Industrials
-7.85K
- 14.48%
$5.57 - $14.12 $43.7K - $111K
46.4K $635K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-10
- 2.74%
$4164.15 - $5789.24 $41.6K - $57.9K
355 $2.06M
TT
Trane Technologies PLC

Industrials
-112
- 2.56%
$315.21 - $437.41 $35.3K - $49K
4.26K $1.86M
VEA
Vanguard Ftse Developed Market

ETFs
-22.4K
- 7.63%
$45.65 - $57.01 $1.02M - $1.28M
271K $15.5M
CGGR
Capital Group Growth ETF Shs C

ETFs
-3.79K
- 4.1%
$30.53 - $40.65 $116K - $154K
88.7K $3.6M
IBM
International Business Machines Corp

Technology
-3.84K
- 11.22%
$221.03 - $294.78 $848K - $1.13M
30.4K $8.95M
CSCO
Cisco Systems, Inc.

Technology
-6.46K
- 5.48%
$53.19 - $69.38 $344K - $448K
111K $7.73M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-9.51K
- 5.08%
$23.2 - $29.84 $221K - $284K
178K $5.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-372
- 0.31%
$90.56 - $109.49 $33.7K - $40.7K
118K $12.9M
SPOT
Spotify Technology S.A.

Communication Services
-40
- 1.5%
$503.3 - $775.9 $20.1K - $31K
2.62K $2.01M
PWR
Quanta Services, Inc.

Industrials
-573
- 9.05%
$239.47 - $381.26 $137K - $218K
5.76K $2.18M
MSTR
Microstrategy Inc

Technology
-722
- 9.56%
$237.95 - $421.61 $172K - $304K
6.83K $2.76M
AMD
Advanced Micro Devices Inc

Technology
-1.46K
- 7.22%
$78.21 - $143.81 $114K - $210K
18.7K $2.66M
FNDC
Schwab Fundamental Intl Small

ETFs
-3.24K
- 2.22%
$32.97 - $42.05 $107K - $136K
143K $6M
COST
Costco Wholesale Corp

Consumer Defensive
-354
- 1.46%
$908.13 - $1056.85 $321K - $374K
23.9K $23.6M
ETN
Eaton Corp PLC

Industrials
-160
- 1.73%
$246.52 - $356.99 $39.4K - $57.1K
9.08K $3.24M
CRWD
Crowd Strike Holdings, Inc.

Technology
-27
- 0.57%
$321.63 - $509.31 $8.68K - $13.8K
4.74K $2.42M
SOXX
Ishares Semiconductor ETF

ETFs
-2.39K
- 9.09%
$154.86 - $239.07 $371K - $572K
23.9K $5.71M
DIS
Walt Disney CO

Communication Services
-814
- 2.04%
$81.72 - $124.01 $66.5K - $101K
39K $4.84M
PWB
Invesco Exchange Traded Fd Tr

ETFs
-1.02K
- 2.01%
$86.24 - $117.44 $88.1K - $120K
49.8K $5.85M
DLR
Digital Realty Trust, Inc.

Real Estate
-629
- 1.75%
$136.11 - $177.69 $85.6K - $112K
35.2K $6.14M
DFAE
Dimensional ETF Tr

ETFs
-20.6K
- 3.7%
$22.87 - $28.95 $470K - $595K
535K $15.5M
CAT
Caterpillar Inc

Industrials
-183
- 0.77%
$273.94 - $388.21 $50.1K - $71K
23.7K $9.2M
INTU
Intuit Inc

Technology
-343
- 3.58%
$544.07 - $787.63 $187K - $270K
9.25K $7.29M
EMGF
Ishares Msci Emerging Markets

ETFs
-2.25K
- 0.69%
$41.37 - $52.07 $92.9K - $117K
324K $16.8M
NFLX
Netflix Inc

Communication Services
-412
- 4.79%
$855.86 - $1339.13 $353K - $552K
8.18K $11M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-18.1K
- 2.76%
$53.65 - $67.02 $971K - $1.21M
637K $42.7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.31K
- 0.12%
$29.12 - $35.84 $38K - $46.8K
1.12M $40.3M
JPM
Jpmorgan Chase & CO

Financial Services
-205
- 0.25%
$210.28 - $289.91 $43.1K - $59.4K
82.6K $23.9M
AVGO
Broadcom Inc.

Technology
-2K
- 1.89%
$146.29 - $275.65 $293K - $552K
104K $28.7M
NVDA
Nvidia Corp

Technology
-10.1K
- 2.81%
$94.31 - $157.99 $948K - $1.59M
347K $54.9M
MSFT
Microsoft Corp

Technology
-1.09K
- 0.72%
$354.56 - $497.45 $387K - $543K
151K $74.9M
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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