Dynamic Advisor Solutions LLC Incresed Positions in Q1 2025

Dynamic Advisor Solutions LLC

  • $2.97 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
STE
Steris PLC

Healthcare
230
+ 23.64%
$202.46 - $232.74 $46.6K - $53.5K
1.2K $272K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.28K
+ 14.82%
$48.31 - $49.23 $61.9K - $63.1K
9.93K $488K
FANG
Diamondback Energy, Inc.

Energy
494
+ 13.97%
$139.9 - $180.18 $69.1K - $89K
4.03K $644K
NEE
Nextera Energy Inc

Utilities
1.26K
+ 3.93%
$66.96 - $76.16 $84.6K - $96.2K
33.4K $2.37M
AIG
American International Group, Inc.

Financial Services
81
+ 1.99%
$70.5 - $86.94 $5.71K - $7.04K
4.15K $360K
BSCU
Invesco Exc Self Ind Tr

ETFs
3.52K
+ 15.76%
$16.2 - $16.64 $57.1K - $58.6K
25.9K $429K
WTW
Willis Towers Watson PLC

Financial Services
35
+ 1.77%
$306.61 - $340.78 $10.7K - $11.9K
2.02K $681K
OTIS
Otis Worldwide Corp

Industrials
372
+ 16.0%
$90.77 - $104.01 $33.8K - $38.7K
2.7K $278K
BOND
Pimco Active Bond Exchange Tra

ETFs
576
+ 12.61%
$89.27 - $92.9 $51.4K - $53.5K
5.15K $475K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
2.83K
+ 16.9%
$20.05 - $20.4 $56.7K - $57.7K
19.6K $398K
ETR
Entergy Corp

Utilities
89
+ 1.68%
$75.26 - $87.89 $6.7K - $7.82K
5.4K $461K
MGF
Mfs Government Markets Income Trust

Financial Services
16.8K
+ 35.59%
$3.03 - $3.17 $50.9K - $53.3K
64.1K $203K
HEFA
Ishares Currency Hedged Msci E

ETFs
9
+ 0.02%
$34.83 - $37.52 $313 - $338
37.6K $1.36M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
2.25K
+ 12.59%
$22.42 - $23.22 $50.4K - $52.2K
20.1K $462K
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
409
+ 0.55%
$7.5 - $8.48 $3.07K - $3.47K
75.3K $631K
HYG
Ishares Tr

ETFs
596
+ 2.1%
$78.51 - $80.11 $46.8K - $47.7K
28.9K $2.28M
DXCM
Dexcom Inc

Healthcare
1.33K
+ 34.16%
$67.74 - $90.75 $90.3K - $121K
5.24K $357K
AVTR
Avantor, Inc.

Basic Materials
10.4K
+ 43.92%
$15.5 - $22.57 $162K - $235K
34.2K $554K
IR
Ingersoll Rand Inc.

Industrials
1.95K
+ 19.73%
$79.44 - $94.23 $155K - $184K
11.8K $946K
PLD
Prologis, Inc.

Real Estate
167
+ 3.13%
$103.59 - $124.04 $17.3K - $20.7K
5.51K $615K
BTI
British American Tobacco P.L.C.

Consumer Defensive
81
+ 0.85%
$35.35 - $42.74 $2.86K - $3.46K
9.61K $397K
NXPI
Nxp Semiconductors N.V.

Technology
698
+ 15.23%
$189.99 - $245.86 $133K - $172K
5.28K $1M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
895
+ 6.33%
$62.72 - $71.92 $56.1K - $64.4K
15K $947K
EMBD
Global X Fds Emerging Mkts Bd

ETFs
1.66K
+ 4.12%
$22.41 - $23.19 $37.2K - $38.4K
41.9K $956K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
1.01K
+ 2.79%
$30.59 - $33.02 $30.8K - $33.2K
37K $1.18M
MPLX
Mplx LP

Energy
4
+ 0.05%
$47.88 - $54.65 $192 - $219
8.04K $430K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
859
+ 10.88%
$50.87 - $51.09 $43.7K - $43.9K
8.76K $447K
LQD
Ishares Iboxx $ Investment Gra

ETFs
294
+ 3.52%
$105.1 - $109.61 $30.9K - $32.2K
8.65K $938K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.66K
+ 11.37%
$48.06 - $53.73 $80K - $89.4K
16.3K $794K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
256
+ 15.69%
$196.12 - $229.48 $50.2K - $58.7K
1.89K $381K
ROAM
Hartford Multifactor Emerging

ETFs
1.11K
+ 4.95%
$22.41 - $24.25 $24.9K - $27K
23.6K $556K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
771
+ 2.59%
$53.81 - $62.59 $41.5K - $48.3K
30.5K $1.73M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
415
+ 4.01%
$47.08 - $50.67 $19.5K - $21K
10.8K $540K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
1.7K
+ 4.63%
$15.28 - $15.95 $25.9K - $27.1K
38.3K $595K
FCX
Freeport Mcmoran Inc

Basic Materials
1.14K
+ 4.73%
$34.5 - $43.01 $39.2K - $48.9K
25.2K $953K
BXSL
Blackstone Secured Lending Fund

Financial Services
1.04K
+ 3.31%
$31.3 - $34.5 $32.4K - $35.7K
32.3K $1.05M
QCOM
Qualcomm Inc

Technology
228
+ 1.31%
$151.94 - $175.86 $34.6K - $40.1K
17.6K $2.7M
HIG
Hartford Financial Services Group, Inc.

Financial Services
12
+ 0.55%
$106.31 - $123.73 $1.28K - $1.48K
2.2K $272K
LHX
L3 Harris Technologies, Inc.

Industrials
162
+ 11.6%
$194.65 - $222.86 $31.5K - $36.1K
1.56K $326K
TAXF
American Centy ETF Tr Diversif

ETFs
2.07K
+ 1.96%
$49.19 - $50.86 $102K - $105K
108K $5.34M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
679
+ 14.89%
$110.9 - $132.93 $75.3K - $90.3K
5.24K $595K
DVY
Ishares Tr

ETFs
200
+ 9.0%
$128.58 - $138.1 $25.7K - $27.6K
2.42K $321K
FIS
Fidelity National Information Services, Inc.

Technology
773
+ 17.25%
$68.12 - $83.42 $52.7K - $64.5K
5.26K $392K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
58
+ 0.32%
$97.38 - $104.52 $5.65K - $6.06K
18.1K $1.82M
XSMO
Invesco S&P Smallcap Momentum

ETFs
660
+ 16.78%
$59.97 - $70.03 $39.6K - $46.2K
4.59K $288K
BDX
Becton Dickinson & CO

Healthcare
101
+ 7.74%
$222.79 - $249.08 $22.5K - $25.2K
1.41K $322K
HCAT
Health Catalyst, Inc.

Healthcare
20.1K
+ 78.98%
$3.97 - $7.42 $79.9K - $149K
45.6K $206K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
508
+ 1.21%
$50.03 - $50.27 $25.4K - $25.5K
42.7K $2.14M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3
+ 0.06%
$68.32 - $75.06 $205 - $225
5.3K $395K
Activity Summary
Buys All Purchases 589 New Holdings 239 Increased Positions 350 Sells All Sells 234 Reductions 234 Sold out 0 Options Calls 2 Puts 1
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