Dynamic Advisor Solutions LLC Reduced Holdings in Q1 2025

Dynamic Advisor Solutions LLC

  • $2.97 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-8.64K
- 5.54%
$468.34 - $539.52 $4.05M - $4.66M
147K $69.1M
NVDA
Nvidia Corp

Technology
-10K
- 2.73%
$106.98 - $149.43 $1.07M - $1.5M
357K $38.7M
AVEM
American Centy ETF Tr Avantis

ETFs
-159K
- 76.6%
$57.11 - $62.4 $9.1M - $9.95M
48.7K $2.93M
AVGO
Broadcom Inc.

Technology
-2.52K
- 2.32%
$167.43 - $244.7 $422K - $617K
106K $17.7M
MSFT
Microsoft Corp

Technology
-288
- 0.19%
$375.39 - $447.2 $108K - $129K
152K $56.9M
GOOGL
Alphabet Inc.

Communication Services
-1.52K
- 1.11%
$154.33 - $206.19 $235K - $313K
136K $21M
SHV
Ishares Tr

ETFs
-43.4K
- 77.31%
$110.11 - $110.51 $4.78M - $4.8M
12.7K $1.41M
SPY
Spdr S&P 500 ETF Trust

ETFs
-6.32K
- 19.3%
$551.42 - $612.93 $3.48M - $3.87M
26.4K $14.8M
GIS
General Mills Inc

Consumer Defensive
-68.3K
- 95.25%
$57.56 - $65.3 $3.93M - $4.46M
3.4K $203K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-49.7K
- 52.0%
$85.29 - $92.57 $4.24M - $4.6M
45.9K $4.17M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-67.7K
- 45.94%
$45.92 - $47.58 $3.11M - $3.22M
79.7K $3.78M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-98.4K
- 11.35%
$32.5 - $33.3 $3.2M - $3.28M
769K $25.5M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-18.2K
- 36.32%
$120.24 - $134.3 $2.18M - $2.44M
31.9K $3.88M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-45.7K
- 59.64%
$50.48 - $51.04 $2.31M - $2.33M
30.9K $1.57M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.85K
- 3.92%
$102.49 - $119.96 $497K - $581K
119K $12.4M
AOR
Ishares Tr Core Growth Allocat

ETFs
-30.6K
- 63.69%
$56.63 - $59.39 $1.73M - $1.82M
17.5K $1M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-72.3K
- 32.27%
$24.6 - $24.99 $1.78M - $1.81M
152K $3.79M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-34.6K
- 34.28%
$37.9 - $43.9 $1.31M - $1.52M
66.4K $2.56M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-8.68K
- 16.66%
$169.43 - $182.84 $1.47M - $1.59M
43.4K $7.52M
ARES
Ares Management Corp

Financial Services
-827
- 1.83%
$140.19 - $198.28 $116K - $164K
44.4K $6.5M
IYT
Ishares Tr U.S. Transportation

ETFs
-21.1K
- 80.21%
$63.37 - $73.39 $1.34M - $1.55M
5.2K $333K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-20.2K
- 39.07%
$69.64 - $76.33 $1.41M - $1.54M
31.5K $2.28M
AZO
Autozone Inc

Consumer Cyclical
-472
- 70.45%
$3193.96 - $3828.11 $1.51M - $1.81M
198 $754K
GWW
W.W. Grainger, Inc.

Industrials
-1.19K
- 51.59%
$953.54 - $1132.42 $1.13M - $1.34M
1.11K $1.1M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-19.6K
- 38.08%
$75.32 - $84.77 $1.48M - $1.66M
31.9K $2.6M
AMD
Advanced Micro Devices Inc

Technology
-6.92K
- 25.51%
$96.63 - $129.55 $669K - $896K
20.2K $2.08M
LDOS
Leidos Holdings, Inc.

Technology
-7.97K
- 71.38%
$126.82 - $161.11 $1.01M - $1.28M
3.2K $431K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-31.5K
- 37.65%
$33.28 - $36.41 $1.05M - $1.15M
52.2K $1.77M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-16.7K
- 37.23%
$41.78 - $50.35 $698K - $841K
28.2K $1.21M
ACN
Accenture PLC

Technology
-16
- 0.07%
$300.91 - $398.25 $4.81K - $6.37K
21.8K $6.82M
SOXX
Ishares Semiconductor ETF

ETFs
-371
- 1.39%
$188.17 - $235.81 $69.8K - $87.5K
26.3K $4.95M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-24.2K
- 34.19%
$32.74 - $36.2 $793K - $877K
46.6K $1.63M
ETN
Eaton Corp PLC

Industrials
-443
- 4.58%
$271.83 - $371.23 $120K - $164K
9.24K $2.51M
DIS
Walt Disney CO

Communication Services
-1.73K
- 4.16%
$96.87 - $114.0 $167K - $197K
39.8K $3.93M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-10.9K
- 3.87%
$16.57 - $18.85 $181K - $206K
272K $4.51M
MCHP
Microchip Technology Inc

Technology
-8.93K
- 40.28%
$48.41 - $64.3 $432K - $574K
13.2K $640K
PGR
Progressive Corp

Financial Services
-2.74K
- 71.76%
$235.61 - $291.22 $646K - $799K
1.08K $305K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-94
- 0.67%
$360.07 - $417.26 $33.8K - $39.2K
13.9K $4.99M
AOA
Ishares Tr Core Aggressive All

ETFs
-7.35K
- 39.52%
$75.7 - $80.01 $556K - $588K
11.2K $859K
TFLO
Ishares Treasury Floating Rate

ETFs
-11.2K
- 16.36%
$50.48 - $50.68 $567K - $569K
57.4K $2.91M
FVD
First Tr Value Line Divid Inde

ETFs
-13.3K
- 31.55%
$42.61 - $45.51 $566K - $604K
28.8K $1.28M
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.1K
- 13.1%
$161.05 - $222.93 $177K - $245K
7.29K $1.34M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-451
- 12.39%
$283.06 - $421.16 $128K - $190K
3.19K $902K
DBAW
Xtrackers Msci All World Ex Us

ETFs
-16.3K
- 22.38%
$33.88 - $36.42 $554K - $595K
56.7K $2.01M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-2.89K
- 8.47%
$47.25 - $67.02 $137K - $194K
31.2K $1.49M
NVO
Novo Nordisk A S

Healthcare
-642
- 2.62%
$69.3 - $90.95 $44.5K - $58.4K
23.8K $1.66M
ET
Energy Transfer LP

Energy
-14K
- 9.97%
$17.26 - $21.08 $242K - $296K
127K $2.36M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-1.17K
- 2.29%
$62.28 - $71.92 $73.1K - $84.4K
50K $3.17M
CL
Colgate Palmolive CO

Consumer Defensive
-4.02K
- 35.76%
$85.68 - $97.5 $344K - $392K
7.22K $676K
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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