Dynamic Advisor Solutions LLC Incresed Positions in Q4 2025

Dynamic Advisor Solutions LLC

  • $2.96 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
32.8K
+ 114.77%
$600.51 - $631.95 $19.7M - $20.7M
61.4K $38M
LLY
Eli Lilly & CO

Healthcare
4.5K
+ 33.96%
$799.57 - $1025.28 $3.6M - $4.62M
17.8K $18.1M
FVAL
Fidelity Covington Tr Value Fa

ETFs
110K
+ 61.32%
$67.41 - $71.36 $7.44M - $7.87M
290K $20.4M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
131K
+ 71.92%
$61.42 - $63.67 $8.05M - $8.35M
313K $19.4M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
57.1K
+ 116.74%
$117.68 - $124.18 $6.73M - $7.1M
106K $12.5M
XLU
Utilities Sector Spdr

ETFs
58.8K
+ 69.25%
$87.89 - $92.9 $5.16M - $5.46M
144K $12.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
42.7K
+ 5.41%
$76.84 - $80.86 $3.28M - $3.45M
832K $65.7M
XLY
Select Sector Spdr Consumer Di

ETFs
16.8K
+ 62.37%
$228.75 - $242.18 $3.85M - $4.07M
43.8K $10.1M
XLE
Energy Sector Spdr

ETFs
32.4K
+ 70.57%
$85.22 - $92.02 $2.76M - $2.98M
78.2K $7.2M
VST
Vistra Corp.

Utilities
15.9K
+ 440.4%
$171.56 - $210.85 $2.72M - $3.35M
19.5K $3.4M
FNDF
Schwab Fundamental Intl Large

ETFs
26.4K
+ 3.84%
$42.35 - $45.18 $1.12M - $1.19M
713K $32M
ASTS
Ast Space Mobile, Inc.

Communication Services
6.95K
+ 4.86%
$56.94 - $99.21 $396K - $689K
150K $9.3M
NOW
Service Now, Inc.

Technology
2.43K
+ 251.5%
$835.79 - $946.29 $2.03M - $2.3M
3.39K $2.83M
SPGI
S&P Global Inc.

Financial Services
3.27K
+ 25.63%
$472.05 - $502.96 $1.54M - $1.64M
16K $7.84M
WTW
Willis Towers Watson PLC

Financial Services
4.66K
+ 226.51%
$313.1 - $349.93 $1.46M - $1.63M
6.71K $2.16M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
28K
+ 4.9%
$50.57 - $50.77 $1.42M - $1.42M
599K $30.3M
XSMO
Invesco S&P Smallcap Momentum

ETFs
13.4K
+ 187.35%
$70.77 - $74.04 $947K - $991K
20.5K $1.46M
CCJ
Cameco Corp

Energy
10.3K
+ 208.27%
$82.77 - $106.91 $856K - $1.11M
15.3K $1.3M
OACP
Unified Ser Tr Oneascent Core

ETFs
37.3K
+ 175.75%
$23.02 - $23.34 $858K - $870K
58.5K $1.35M
NVO
Novo Nordisk A S

Healthcare
21.8K
+ 70.02%
$45.68 - $59.65 $994K - $1.3M
52.9K $2.56M
AGNC
Agnc Investment Corp.

Real Estate
78.1K
+ 298.31%
$9.88 - $10.34 $771K - $807K
104K $1.06M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
11.5K
+ 20.52%
$57.9 - $61.26 $665K - $704K
67.5K $4.05M
FDN
First Tr Fd Dow Jones

ETFs
2.83K
+ 69.56%
$269.33 - $285.7 $762K - $808K
6.9K $1.86M
SPIB
Spdr Portfolio Intermediate Te

ETFs
24K
+ 3.04%
$33.69 - $34.08 $809K - $819K
814K $27.5M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
11K
+ 33.21%
N/A
44.1K $2.75M
INMU
Blackrock ETF Tr Ii Intermedia
28.1K
+ 135.03%
$23.85 - $24.16 $669K - $678K
48.8K $1.18M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
14.2K
+ 178.32%
$49.74 - $58.65 $707K - $834K
22.2K $1.1M
EPI
Wisdomtree Tr India Earnings F

ETFs
9.92K
+ 13.61%
$44.37 - $46.96 $440K - $466K
82.8K $3.85M
CTRA
Coterra Energy Inc.

Energy
19.5K
+ 54.23%
$22.58 - $26.79 $441K - $524K
55.6K $1.46M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.33K
+ 24.25%
$114.27 - $121.15 $609K - $645K
27.3K $3.19M
SPTS
Spdr Portfolio Short Term Trea

ETFs
17.9K
+ 24.29%
$29.23 - $29.39 $522K - $525K
91.4K $2.67M
AZN
Astrazeneca PLC

Healthcare
3.69K
+ 25.45%
$81.15 - $89.4 $300K - $330K
18.2K $1.63M
BSCU
Invesco Exc Self Ind Tr

ETFs
28K
+ 43.75%
$16.86 - $17.02 $471K - $476K
91.8K $1.55M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.51K
+ 2.14%
$82.69 - $83.12 $455K - $458K
262K $21.7M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.78K
+ 9.79%
$87.0 - $90.6 $416K - $433K
53.6K $4.76M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.71K
+ 17.21%
$88.67 - $92.06 $418K - $434K
32.1K $2.85M
BLOK
Amplify ETF Tr Trnsformational

ETFs
8.14K
+ 72.51%
$59.79 - $74.1 $486K - $603K
19.4K $1.16M
TAXF
American Centy ETF Tr Diversif

ETFs
6.41K
+ 5.32%
$50.05 - $50.74 $321K - $325K
127K $6.41M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
988
+ 5.31%
$280.66 - $305.09 $277K - $301K
19.6K $5.53M
ICSH
Blackrock Ultra Short Term Bon

ETFs
6.61K
+ 6.27%
$50.56 - $50.76 $334K - $335K
112K $5.67M
DGRO
Ishares Core Dividend Growth E

ETFs
3.55K
+ 1.77%
$66.93 - $69.17 $238K - $245K
204K $13.9M
RY
Royal Bank Of Canada

Financial Services
2.12K
+ 64.7%
$143.64 - $149.05 $305K - $317K
5.41K $795K
PVAL
Putnam ETF Tr Putnam Focused L
5.94K
+ 18.94%
$41.58 - $44.36 $247K - $264K
37.3K $1.63M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.37K
+ 7.07%
$92.24 - $96.56 $218K - $228K
35.9K $3.42M
SLV
I Shares Silver Trust

ETFs
840
+ 1.21%
$42.4 - $49.17 $35.6K - $41.3K
70.2K $3.23M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.45K
+ 2.05%
$79.55 - $80.13 $354K - $357K
221K $17.6M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
5.31K
+ 21.6%
$52.21 - $52.72 $277K - $280K
29.9K $1.57M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
13.5K
+ 28.46%
$20.53 - $20.66 $277K - $278K
60.8K $1.25M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
12K
+ 6.31%
$23.04 - $23.36 $277K - $281K
203K $4.68M
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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