Dynamic Advisor Solutions LLC Sells in Q3 2025

Dynamic Advisor Solutions LLC

  • $3.33 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
-73.8K
- 57.88%
$175.51 - $186.57 $13M - $13.8M
53.7K $10M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-26.2K
- 26.85%
$546.99 - $602.2 $14.3M - $15.8M
71.4K $42.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-96.3K
- 81.43%
$108.46 - $120.63 $10.4M - $11.6M
22K $2.61M
BNDX
Vanguard Total International B

ETFs
-197K
- 83.91%
$49.0 - $49.51 $9.67M - $9.77M
37.9K $1.87M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-123K
- 38.74%
$62.09 - $66.51 $7.62M - $8.16M
194K $12.7M
IWD
Ishares Russell 1000 Val ETF

ETFs
-19.2K
- 58.69%
$192.76 - $203.86 $3.71M - $3.92M
13.5K $2.76M
EOG
Eog Resources Inc

Energy
-28.2K
- 76.79%
$112.12 - $126.1 $3.16M - $3.55M
8.52K $954K
XLP
Consumer Staples Sector Spdr

ETFs
-37.5K
- 51.22%
N/A
35.7K $2.71M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-5.37K
- 58.52%
$435.72 - $463.74 $2.34M - $2.49M
3.81K $1.76M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-92.3K
- 34.34%
$28.92 - $32.19 $2.67M - $2.97M
177K $5.63M
FNDF
Schwab Fundamental Intl Large

ETFs
-97.2K
- 12.39%
$39.84 - $43.15 $3.87M - $4.19M
687K $29.5M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-59.6K
- 34.22%
$24.69 - $25.26 $1.47M - $1.51M
115K $2.88M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-43.3K
- 5.2%
$33.26 - $34.01 $1.44M - $1.47M
790K $26.8M
DGRO
Ishares Core Dividend Growth E

ETFs
-31.4K
- 13.56%
$64.12 - $68.08 $2.01M - $2.14M
200K $13.6M
ELV
Elevance Health, Inc.

Healthcare
-1.98K
- 24.63%
$274.66 - $395.76 $544K - $783K
6.06K $1.96M
LLY
Eli Lilly & CO

Healthcare
-1.11K
- 7.71%
$625.65 - $812.69 $693K - $900K
13.3K $10.1M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-33.9K
- 31.54%
$29.12 - $29.34 $986K - $993K
73.5K $2.16M
TFLO
Ishares Treasury Floating Rate

ETFs
-18.9K
- 20.76%
$50.45 - $50.65 $951K - $955K
72K $3.64M
TXN
Texas Instruments Inc

Technology
-4.83K
- 28.02%
N/A
12.4K $2.41M
CRM
Salesforce, Inc.

Technology
-338
- 1.71%
$231.66 - $273.65 $78.3K - $92.5K
19.5K $4.62M
MCHP
Microchip Technology Inc

Technology
-8.29K
- 25.78%
$60.95 - $75.26 $505K - $624K
23.9K $1.53M
IR
Ingersoll Rand Inc.

Industrials
-8.63K
- 70.73%
$74.98 - $89.02 $647K - $768K
3.57K $295K
TEQI
T Rowe Price Exchange Traded F

Technology
-19.3K
- 19.49%
$41.63 - $44.03 $804K - $850K
79.7K $3.5M
SNPS
Synopsys Inc

Technology
-1.35K
- 52.89%
$387.78 - $645.35 $522K - $869K
1.2K $592K
HL
Hecla Mining CO

Basic Materials
-144K
- 85.23%
$5.59 - $12.1 $806K - $1.74M
25K $302K
NXPI
Nxp Semiconductors N.V.

Technology
-3.3K
- 59.29%
$205.16 - $239.07 $677K - $789K
2.27K $516K
STZ
Constellation Brands, Inc.

Consumer Defensive
-3.5K
- 50.52%
$131.78 - $176.09 $462K - $617K
3.43K $462K
DHR
Danaher Corp

Healthcare
-3.37K
- 57.08%
$181.46 - $212.2 $612K - $716K
2.54K $502K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-13.6K
- 2.33%
$50.47 - $50.74 $687K - $690K
571K $29M
DE
Deere & CO

Industrials
-136
- 1.2%
$457.26 - $524.37 $62.2K - $71.3K
11.2K $5.13M
TIP
Ishares Tr Tips Bd ETF

ETFs
-5.77K
- 62.47%
$109.11 - $111.88 $630K - $646K
3.47K $385K
AMT
American Tower Corp

Real Estate
-391
- 2.02%
$192.32 - $232.35 $75.2K - $90.8K
18.9K $3.64M
ARES
Ares Management Corp

Financial Services
-90
- 0.2%
$159.89 - $192.76 $14.4K - $17.3K
44.7K $7.14M
ACN
Accenture PLC

Technology
-412
- 5.06%
$232.56 - $304.78 $95.8K - $126K
7.72K $1.9M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-10K
- 4.1%
$55.61 - $57.37 $556K - $573K
234K $13.3M
SHV
Ishares Tr

ETFs
-4.15K
- 34.3%
$110.06 - $110.49 $456K - $458K
7.94K $877K
DIS
Walt Disney CO

Communication Services
-22
- 0.06%
$112.25 - $124.0 $2.47K - $2.73K
39K $4.47M
PLD
Prologis, Inc.

Real Estate
-3.65K
- 62.62%
$104.08 - $115.35 $380K - $421K
2.18K $249K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.66K
- 10.52%
$38.58 - $58.24 $64.2K - $96.9K
14.1K $554K
AMGN
Amgen Inc

Healthcare
-1.42K
- 6.16%
$271.18 - $309.22 $384K - $438K
21.6K $6.09M
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
-37.1K
- 51.51%
$9.53 - $10.94 $354K - $406K
34.9K $368K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-22.8K
- 7.94%
$16.46 - $17.1 $375K - $389K
264K $4.49M
DKNG
Draft Kings Inc.

Consumer Cyclical
-4.54K
- 19.56%
$37.4 - $48.23 $170K - $219K
18.6K $697K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.95K
- 4.81%
$459.11 - $506.91 $897K - $990K
38.7K $19.4M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-9.18K
- 13.85%
N/A
57.1K $1.8M
CGGR
Capital Group Growth ETF Shs C

ETFs
-12.7K
- 14.33%
$40.2 - $44.58 $511K - $566K
76K $3.34M
OACP
Unified Ser Tr Oneascent Core

ETFs
-11.9K
- 35.88%
$22.56 - $23.26 $268K - $276K
21.2K $488K
ZS
Zscaler, Inc.

Technology
-491
- 6.01%
$267.68 - $316.5 $131K - $155K
7.67K $2.3M
CRWD
Crowd Strike Holdings, Inc.

Technology
-354
- 7.47%
$412.46 - $514.1 $146K - $182K
4.39K $2.15M
Activity Summary
Buys All Purchases 567 New Holdings 63 Increased Positions 504 Sells All Sells 333 Reductions 333 Sold out 0 Options Calls 0 Puts 0
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