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
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-332
- 2.75%
$83.08 - $100.2 $27.6K - $33.3K
11.7K $1.18M
CGDV
Capital Group Divid Value ETF

ETFs
-4.75K
- 3.18%
$39.59 - $42.21 $188K - $201K
145K $6.08M
PSX
Phillips 66

Energy
-103
- 0.86%
$118.37 - $139.46 $12.2K - $14.4K
11.8K $1.61M
UUUU
Energy Fuels Inc

Energy
-1.95K
- 8.67%
$5.59 - $17.26 $10.9K - $33.7K
20.6K $315K
CVS
Cvs Health Corp

Healthcare
-538
- 1.46%
$58.75 - $76.5 $31.6K - $41.2K
36.3K $2.73M
URI
United Rentals, Inc.

Industrials
-12
- 1.16%
$774.14 - $975.23 $9.29K - $11.7K
1.02K $975K
ES
Eversource Energy

Utilities
-67
- 0.25%
$62.86 - $71.14 $4.21K - $4.77K
27K $1.92M
RSSS
Research Solutions, Inc.

Technology
-6.67K
- 2.36%
$2.56 - $3.96 $17.1K - $26.4K
276K $1.03M
VTI
Vanguard Total Stock Market Et

ETFs
-4.01K
- 6.35%
$303.93 - $329.86 $1.22M - $1.32M
59.2K $19.4M
MU
Micron Technology Inc

Technology
-480
- 6.79%
$104.88 - $168.89 $50.3K - $81.1K
6.59K $1.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-731
- 5.75%
$420.11 - $472.68 $307K - $346K
12K $5.61M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-31
- 0.07%
$80.54 - $89.67 $2.5K - $2.78K
47.3K $4.16M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-4.19K
- 2.25%
$59.61 - $63.09 $250K - $264K
182K $11.5M
UNH
Unitedhealth Group Inc

Healthcare
-342
- 2.41%
$237.77 - $353.61 $81.3K - $121K
13.8K $4.78M
LMT
Lockheed Martin Corp

Industrials
-56
- 0.5%
$410.74 - $499.21 $23K - $28K
11.1K $5.53M
PWB
Invesco Exchange Traded Fd Tr

ETFs
-140
- 0.28%
$115.87 - $125.42 $16.2K - $17.6K
49.6K $6.23M
OPEN
Opendoor Technologies Inc.

Real Estate
-25.5K
- 31.46%
$0.56 - $10.52 $14.3K - $268K
55.5K $442K
CGUS
Capital Group Core Equity ETF
-1.76K
- 0.96%
$36.89 - $39.72 $64.9K - $69.9K
182K $7.21M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-846
- 1.52%
$89.29 - $100.17 $75.5K - $84.7K
54.7K $5.48M
INTC
Intel Corp

Technology
-1.35K
- 2.66%
$19.31 - $35.5 $26.1K - $48K
49.5K $1.66M
GLW
Corning Inc

Technology
-185
- 0.84%
$51.6 - $82.03 $9.55K - $15.2K
21.8K $1.79M
ORCL
Oracle Corp

Technology
-1.3K
- 7.9%
$218.96 - $328.33 $285K - $427K
15.2K $4.27M
SOXX
Ishares Semiconductor ETF

ETFs
-323
- 1.35%
$236.93 - $271.12 $76.5K - $87.6K
23.6K $6.4M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-27.3K
- 2.85%
$28.15 - $30.13 $769K - $823K
933K $27.6M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-248
- 0.43%
$89.32 - $107.82 $22.2K - $26.7K
57.7K $6.22M
NOC
Northrop Grumman Corp

Industrials
-75
- 0.59%
$498.9 - $609.32 $37.4K - $45.7K
12.6K $7.7M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-40.6K
- 4.05%
$25.29 - $28.33 $1.03M - $1.15M
962K $26.8M
JPM
Jpmorgan Chase & CO

Financial Services
-805
- 0.98%
$282.78 - $316.06 $228K - $254K
81.8K $25.8M
GLD
Spdr Gold Trust

ETFs
-3.47K
- 4.3%
$300.96 - $355.47 $1.05M - $1.23M
77.3K $27.5M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.94K
- 0.3%
$67.01 - $72.84 $130K - $141K
635K $46M
GOOG
Alphabet Inc.

Communication Services
-363
- 0.51%
$175.16 - $255.24 $63.6K - $92.7K
70.6K $17.2M
AVGO
Broadcom Inc.

Technology
-2.76K
- 2.66%
$264.74 - $369.57 $731K - $1.02M
101K $33.4M
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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