Dynamic Advisor Solutions LLC Purchases in Q4 2025

Dynamic Advisor Solutions LLC

  • $2.96 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
UMC
United Microelectronics Corp

Technology
11.7K
New
$7.11 - $7.84 $82.9K - $91.4K
11.7K $83K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
932
+ 9.03%
$85.3 - $88.17 $79.5K - $82.2K
11.3K $980K
IWF
Ishares Russell 1000 Gr ETF

ETFs
108
+ 0.9%
$459.47 - $491.71 $49.6K - $53.1K
12.1K $5.69M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.73K
+ 1.09%
$26.44 - $27.53 $98.6K - $103K
347K $9.45M
DHS
Wisdomtree Tr U.S

ETFs
711
+ 6.03%
$97.62 - $101.16 $69.4K - $71.9K
12.5K $1.26M
SRE
Sempra Energy

Utilities
399
+ 2.3%
$89.26 - $94.01 $35.6K - $37.5K
17.8K $1.63M
VEU
Vanguard Ftse All World Ex Us

ETFs
628
+ 4.35%
$70.2 - $73.89 $44.1K - $46.4K
15.1K $1.1M
PHM
Pultegroup Inc

Consumer Cyclical
895
+ 33.16%
$118.23 - $137.61 $106K - $123K
3.59K $425K
VT
Vanguard Total World Stk Index

ETFs
454
+ 13.27%
$135.16 - $141.78 $61.4K - $64.4K
3.87K $539K
INTC
Intel Corp

Technology
321
+ 0.65%
$34.71 - $41.53 $11.1K - $13.3K
49.8K $1.73M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
936
+ 3.58%
$77.94 - $81.16 $73K - $76K
27.1K $2.17M
BK
Bank Of New York Mellon Corp

Financial Services
265
+ 1.11%
$104.54 - $112.64 $27.7K - $29.8K
24.2K $2.67M
IVE
Ishares S&P 500 Value ETF

ETFs
266
+ 8.65%
$202.52 - $212.07 $53.9K - $56.4K
3.34K $700K
HOOD
Robinhood Markets, Inc.

Technology
1.31K
+ 27.89%
$121.53 - $152.46 $159K - $200K
6.01K $736K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
958
+ 31.0%
$71.9 - $75.9 $68.9K - $72.7K
4.05K $293K
VFQY
Vanguard Wellington Fd U S Qua

ETFs
451
+ 28.29%
$146.31 - $153.52 $66K - $69.2K
2.05K $304K
FANG
Diamondback Energy, Inc.

Energy
257
+ 6.48%
$137.29 - $149.2 $35.3K - $38.3K
4.22K $629K
WRB
Berkley W R Corp

Financial Services
776
+ 15.71%
$71.34 - $78.46 $55.4K - $60.9K
5.71K $439K
XLI
Industrial Sector Spdr

ETFs
767
+ 2.89%
$149.9 - $155.79 $115K - $119K
27.3K $4.15M
AVUS
American Centy ETF Tr Avantis

ETFs
487
+ 5.25%
$105.96 - $111.17 $51.6K - $54.1K
9.76K $1.06M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.17K
+ 3.69%
$44.68 - $47.47 $52.1K - $55.4K
32.8K $1.54M
ELV
Elevance Health, Inc.

Healthcare
115
+ 1.9%
$303.78 - $362.34 $34.9K - $41.7K
6.17K $2.01M
MBB
Ishares Tr

ETFs
558
+ 11.08%
$94.9 - $96.23 $53K - $53.7K
5.59K $531K
JCI
Johnson Controls International PLC

Industrials
11
+ 0.19%
$105.55 - $122.66 $1.16K - $1.35K
5.81K $689K
LYG
Lloyds Banking Group PLC

Financial Services
10.7K
New
$4.42 - $5.03 $47.4K - $54K
10.7K $51K
AVUV
American Centy ETF Tr Avantis

ETFs
1.02K
+ 3.74%
$95.19 - $100.66 $97.3K - $103K
28.3K $2.77M
LKQ
Lkq Corp

Consumer Cyclical
1.51K
+ 7.01%
$28.68 - $31.96 $43.2K - $48.2K
23K $702K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
542
+ 1.44%
$99.87 - $101.27 $54.1K - $54.9K
38.2K $3.82M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
1.56K
+ 2.21%
$58.18 - $60.69 $90.7K - $94.6K
72K $4.28M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
5.8K
+ 14.89%
$8.11 - $8.48 $47K - $49.2K
44.7K $364K
MGC
Vanguard Mega Cap ETF

ETFs
146
+ 9.49%
$239.57 - $253.74 $35K - $37K
1.68K $416K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
834
+ 7.11%
$52.77 - $54.83 $44K - $45.7K
12.6K $664K
SYK
Stryker Corp

Healthcare
287
+ 4.22%
$353.81 - $388.35 $102K - $111K
7.09K $2.55M
ARKQ
Ark Autonomous Technology & Ro

ETFs
445
+ 13.51%
$108.36 - $124.69 $48.2K - $55.5K
3.74K $405K
JCPB
J P Morgan Exchange Traded Fd

ETFs
774
+ 10.03%
$47.34 - $48.01 $36.6K - $37.2K
8.49K $402K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.64K
+ 2.21%
$36.47 - $38.19 $96.4K - $101K
122K $4.59M
APO
Apollo Global Management, Inc.

Financial Services
369
+ 7.62%
$118.22 - $133.75 $43.6K - $49.4K
5.21K $680K
FMB
First Tr Exchange Traded Fd Ii

ETFs
363
+ 1.1%
$50.75 - $51.37 $18.4K - $18.6K
33.3K $1.7M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
1.45K
+ 2.33%
$25.44 - $25.56 $36.9K - $37.1K
63.6K $1.62M
MPLX
Mplx LP

Energy
164
+ 2.44%
$47.8 - $53.21 $7.84K - $8.73K
6.88K $366K
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
996
+ 15.4%
$37.95 - $39.02 $37.8K - $38.9K
7.46K $283K
VOT
Vanguard Mid Cap Growth Index

ETFs
707
+ 5.88%
$279.76 - $298.12 $198K - $211K
12.7K $3.56M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
508
+ 4.51%
$30.8 - $32.74 $15.6K - $16.6K
11.8K $379K
TM
Toyota Motor Corp

Consumer Cyclical
29
+ 1.05%
$185.22 - $211.24 $5.37K - $6.13K
2.79K $554K
DG
Dollar General Corp

Consumer Defensive
173
+ 1.61%
$95.94 - $106.44 $16.6K - $18.4K
10.9K $1.14M
OPEN
Opendoor Technologies Inc.

Real Estate
2.36K
+ 4.25%
$6.56 - $9.37 $15.5K - $22.1K
57.8K $469K
PLG
Platinum Group Metals LTD

Basic Materials
13.2K
New
$1.89 - $3.15 $25K - $41.6K
13.2K $27K
RWL
Invesco Exchange Traded Fd Tr

ETFs
103
+ 0.97%
$108.48 - $113.54 $11.2K - $11.7K
10.8K $1.21M
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.12K
+ 0.98%
$25.03 - $25.34 $28.1K - $28.5K
116K $2.9M
Activity Summary
Buys All Purchases 387 New Holdings 79 Increased Positions 308 Sells All Sells 515 Reductions 515 Sold out 0 Options Calls 0 Puts 0
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