Dynamic Advisor Solutions LLC Sells in Q4 2024

Dynamic Advisor Solutions LLC

  • $2.31 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-76.8K
- 60.63%
$570.51 - $610.59 $43.8M - $46.9M
49.9K $29.4M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-87.4K
- 94.57%
$311.11 - $335.64 $27.2M - $29.3M
5.02K $1.62M
SPY
Spdr S&P 500 ETF Trust

ETFs
-28.7K
- 46.73%
$567.81 - $607.81 $16.3M - $17.5M
32.7K $19.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-178K
- 37.62%
$61.68 - $67.87 $11M - $12.1M
296K $18.4M
IEMG
Ishares Inc

ETFs
-136K
- 79.18%
N/A
35.7K $1.92M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-59K
- 32.33%
$113.92 - $127.38 $6.72M - $7.52M
124K $14.2M
MUB
Ishares National Muni Bond ETF

ETFs
-60.6K
- 65.28%
$105.78 - $108.7 $6.41M - $6.58M
32.2K $3.43M
IEFA
Ishares Tr

ETFs
-49K
- 13.31%
$70.06 - $77.43 $3.43M - $3.79M
319K $22.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-48.3K
- 60.83%
$96.64 - $101.23 $4.67M - $4.89M
31.1K $3.01M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-226K
- 90.18%
$21.1 - $23.08 $4.77M - $5.21M
24.6K $522K
MSFT
Microsoft Corp

Technology
-8.15K
- 5.09%
$406.35 - $454.46 $3.31M - $3.7M
152K $64.1M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-38.6K
- 28.75%
$87.1 - $98.49 $3.36M - $3.8M
95.5K $8.34M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-36.8K
- 79.36%
$124.26 - $134.12 $4.57M - $4.93M
9.56K $1.23M
MRK
Merck & Co., Inc.

Healthcare
-33.6K
- 42.63%
$96.31 - $114.76 $3.23M - $3.85M
45.2K $4.49M
GLD
Spdr Gold Trust

ETFs
-15.7K
- 16.16%
$236.59 - $257.5 $3.71M - $4.04M
81.4K $19.7M
LLY
Eli Lilly & CO

Healthcare
-1.62K
- 9.5%
$727.2 - $932.06 $1.18M - $1.51M
15.4K $11.9M
AMD
Advanced Micro Devices Inc

Technology
-10.8K
- 28.5%
$118.88 - $172.8 $1.29M - $1.87M
27.1K $3.28M
SUB
Ishares Short Term National Mu

ETFs
-26.6K
- 40.94%
$104.94 - $106.2 $2.8M - $2.83M
38.4K $4.05M
CMCSA
Comcast Corp

Communication Services
-59.8K
- 66.74%
$37.39 - $45.14 $2.24M - $2.7M
29.8K $1.12M
ABBV
Abb Vie Inc.

Healthcare
-5.46K
- 8.63%
$164.99 - $203.87 $901K - $1.11M
57.8K $10.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-11.9K
- 7.07%
$481.22 - $538.17 $5.71M - $6.38M
156K $79.7M
XOM
Exxon Mobil Corp

Energy
-9.34K
- 8.79%
$105.51 - $125.37 $986K - $1.17M
97K $10.4M
IWM
Ishares Russell 2000 ETF

ETFs
-8.5K
- 11.66%
$216.13 - $242.4 $1.84M - $2.06M
64.4K $14.2M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-18K
- 18.61%
$100.22 - $100.73 $1.8M - $1.81M
78.7K $7.9M
CVS
Cvs Health Corp

Healthcare
-23.6K
- 55.18%
$43.78 - $67.46 $1.04M - $1.6M
19.2K $862K
MPC
Marathon Petroleum Corp

Energy
-9.64K
- 46.8%
$131.65 - $174.84 $1.27M - $1.69M
11K $1.53M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.91K
- 6.78%
$442.29 - $483.08 $1.29M - $1.41M
40.1K $18.2M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
-61.7K
- 71.95%
$23.55 - $24.04 $1.45M - $1.48M
24K $567K
NETL
ETF Ser Solutions Net Lease CO

ETFs
-27.7K
- 12.05%
$23.28 - $27.29 $645K - $756K
202K $4.76M
JNJ
Johnson & Johnson

Healthcare
-4.14K
- 8.18%
$143.34 - $165.86 $594K - $687K
46.5K $6.72M
DHI
Horton D R Inc

Consumer Cyclical
-823
- 3.09%
$137.24 - $194.56 $113K - $160K
25.8K $3.61M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-26K
- 65.33%
$55.73 - $66.16 $1.45M - $1.72M
13.8K $830K
HCA
Hca Healthcare, Inc.

Healthcare
-2.86K
- 50.74%
$297.52 - $415.61 $851K - $1.19M
2.78K $833K
META
Meta Platforms, Inc.

Communication Services
-3.42K
- 9.35%
$554.08 - $632.68 $1.89M - $2.16M
33.1K $19.5M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-29.5K
- 40.82%
$38.37 - $42.82 $1.13M - $1.27M
42.8K $1.64M
DBAW
Xtrackers Msci All World Ex Us

ETFs
-35.9K
- 32.93%
$33.55 - $35.42 $1.2M - $1.27M
73K $2.48M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-7.55K
- 27.08%
$131.66 - $144.0 $994K - $1.09M
20.3K $2.69M
AAPL
Apple Inc.

Technology
-38.8K
- 7.95%
$221.69 - $259.02 $8.6M - $10M
449K $113M
LMT
Lockheed Martin Corp

Industrials
-194
- 1.81%
$479.66 - $614.62 $93.1K - $119K
10.5K $5.12M
NVO
Novo Nordisk A S

Healthcare
-2.76K
- 10.12%
$85.0 - $120.04 $234K - $331K
24.5K $2.11M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-13.3K
- 7.22%
$57.53 - $60.83 $768K - $812K
172K $9.87M
BA
Boeing CO

Industrials
-8.74K
- 52.37%
$138.14 - $180.72 $1.21M - $1.58M
7.95K $1.41M
FANG
Diamondback Energy, Inc.

Energy
-6.38K
- 64.34%
$153.06 - $199.5 $976K - $1.27M
3.54K $579K
ITA
Ishares Tr

ETFs
-7.08K
- 32.17%
$144.31 - $157.31 $1.02M - $1.11M
14.9K $2.17M
MDT
Medtronic PLC

Healthcare
-10K
- 33.52%
$79.61 - $92.24 $798K - $925K
19.9K $1.59M
PEP
Pepsico Inc

Consumer Defensive
-1.41K
- 2.88%
$151.29 - $176.1 $213K - $248K
47.4K $7.2M
DOW
Dow Inc.

Basic Materials
-17.3K
- 65.81%
$39.1 - $55.34 $677K - $959K
9K $361K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-12.8K
- 9.51%
$37.12 - $41.23 $477K - $529K
122K $4.53M
HD
Home Depot, Inc.

Consumer Cyclical
-993
- 2.38%
$385.02 - $431.37 $382K - $428K
40.8K $15.9M
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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