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
MCK
Mckesson Corp

Healthcare
247
+ 28.36%
$738.06 - $859.37 $182K - $212K
1.12K $941K
TTD
Trade Desk, Inc.

Technology
10.1K
+ 43.43%
$41.93 - $54.13 $424K - $547K
33.4K $1.4M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
1.98K
+ 2.3%
$46.45 - $49.01 $92.1K - $97.1K
88K $4.25M
IQV
Iqvia Holdings Inc.

Healthcare
667
+ 19.56%
$198.17 - $223.55 $132K - $149K
4.08K $899K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.06K
+ 20.39%
$118.29 - $126.28 $243K - $260K
12.1K $1.47M
VGIT
Vanguard Intermediate Term Tre

ETFs
4.1K
+ 8.47%
$59.84 - $60.54 $245K - $248K
52.5K $3.15M
FTLS
First Tr Long/Short Equity ETF

ETFs
2.86K
+ 8.65%
$67.94 - $71.96 $194K - $206K
35.9K $2.55M
AOA
Ishares Tr Core Aggressive All

ETFs
2.44K
+ 11.76%
$86.51 - $90.12 $211K - $220K
23.2K $2.06M
PWR
Quanta Services, Inc.

Industrials
322
+ 5.35%
$412.21 - $453.83 $133K - $146K
6.34K $2.72M
VGSH
Vanguard

ETFs
4.03K
+ 5.15%
$58.64 - $58.96 $236K - $237K
82.3K $4.83M
ARB
Altshares Tr Merger Arbitrage

Industrials
7.65K
+ 13.51%
$28.9 - $29.08 $221K - $223K
64.3K $1.86M
RYLD
Global X Fds Russell 2000 Cove

ETFs
14K
+ 45.36%
$14.94 - $15.49 $210K - $217K
45K $685K
JPIB
Jpmorgan International Bond Op

ETFs
4.54K
+ 25.27%
$48.68 - $49.38 $221K - $224K
22.5K $1.1M
NETL
ETF Ser Solutions Net Lease CO

ETFs
13.7K
+ 6.09%
$23.7 - $24.93 $325K - $342K
239K $5.77M
HYDB
Ishares Tr Edge High Yield Def

ETFs
5.32K
+ 9.32%
$46.97 - $47.77 $250K - $254K
62.4K $2.94M
FLSP
Franklin Templeton ETF Tr Lib

ETFs
5.94K
+ 6.02%
$26.13 - $27.1 $155K - $161K
105K $2.82M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
546
+ 2.93%
$242.67 - $261.79 $132K - $143K
19.2K $4.8M
TTEK
Tetra Tech Inc

Industrials
4.67K
+ 43.32%
$31.85 - $37.41 $149K - $175K
15.5K $559K
JPIE
J P Morgan Exchange Traded Fd
4.41K
+ 12.14%
$46.18 - $46.47 $204K - $205K
40.7K $1.88M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
4.18K
+ 13.34%
$47.97 - $49.62 $200K - $207K
35.5K $1.73M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.9K
+ 3.02%
$83.45 - $84.82 $242K - $246K
98.9K $8.27M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.72K
+ 15.78%
$74.62 - $78.21 $203K - $213K
20K $1.49M
AVLV
American Centy ETF Tr Avantis
2.24K
+ 5.88%
$70.14 - $73.74 $157K - $165K
40.3K $2.93M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.34K
+ 8.67%
$53.68 - $54.54 $179K - $182K
41.8K $2.25M
IREN
Iris Energy LTD

Financial Services
2.93K
+ 55.84%
$47.02 - $76.41 $138K - $224K
8.18K $405K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.58K
+ 5.73%
$45.45 - $48.31 $117K - $125K
47.6K $2.26M
SOFI
So Fi Technologies, Inc.

Financial Services
4.7K
+ 31.58%
$25.24 - $32.21 $119K - $151K
19.6K $544K
EW
Edwards Lifesciences Corp

Healthcare
198
+ 1.27%
$72.65 - $86.3 $14.4K - $17.1K
15.8K $1.36M
ICFI
Icf International, Inc.

Industrials
3.01K
+ 50.35%
$78.05 - $94.59 $235K - $285K
8.99K $701K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.19K
+ 15.02%
$150.5 - $159.55 $180K - $190K
9.14K $1.38M
VPU
Vanguard Utilities ETF

ETFs
720
+ 58.58%
$190.8 - $202.04 $137K - $145K
1.95K $374K
CMCSA
Comcast Corp

Communication Services
13.1K
+ 25.64%
$26.98 - $31.09 $354K - $408K
64.3K $1.75M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.61K
+ 44.36%
$50.33 - $50.81 $131K - $133K
8.5K $429K
DXC
Dxc Technology CO

Technology
12.5K
+ 28.29%
$12.82 - $14.2 $160K - $178K
56.7K $732K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.76K
+ 4.24%
$42.19 - $45.31 $74.3K - $79.7K
43.3K $1.93M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
5.48K
+ 4.74%
$22.39 - $22.71 $123K - $124K
121K $2.72M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
1.08K
+ 2.89%
$36.08 - $39.41 $39K - $42.6K
38.4K $1.51M
AVEM
American Centy ETF Tr Avantis

ETFs
130
+ 0.3%
$73.09 - $78.36 $9.5K - $10.2K
43.8K $3.39M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
5.75K
+ 7.45%
$20.02 - $20.12 $115K - $116K
82.9K $1.67M
TER
Teradyne, Inc

Technology
173
+ 6.35%
$132.08 - $187.59 $22.8K - $32.5K
2.9K $492K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
2.12K
+ 6.17%
$50.2 - $50.36 $106K - $107K
36.5K $1.84M
MELI
Mercadolibre Inc

Consumer Cyclical
145
+ 22.17%
$2024.98 - $2360.76 $294K - $342K
799 $1.64M
HCA
Hca Healthcare, Inc.

Healthcare
12
+ 0.55%
$410.68 - $476.61 $4.93K - $5.72K
2.21K $1.04M
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
12K
+ 13.36%
$8.79 - $8.99 $105K - $108K
102K $901K
FYLD
Cambria Foreign Shareholder Yi

ETFs
1.72K
+ 3.29%
$30.34 - $32.09 $52.3K - $55.3K
54.2K $1.73M
VO
Vanguard Mid Cap ETF

ETFs
831
+ 4.0%
$286.27 - $296.23 $238K - $246K
21.6K $6.2M
CMI
Cummins Inc

Industrials
81
+ 5.56%
$407.98 - $484.34 $33K - $39.2K
1.54K $711K
IAU
Ishares Gold Trust

ETFs
296
+ 1.74%
$72.65 - $82.5 $21.5K - $24.4K
17.3K $1.33M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
3.92K
+ 22.15%
$24.56 - $24.79 $96.3K - $97.2K
21.6K $530K
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
Track This Portfolio

Track Dynamic Advisor Solutions LLC Portfolio

Follow Dynamic Advisor Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email