Dynamic Advisor Solutions LLC Reduced Holdings in Q4 2025

Dynamic Advisor Solutions LLC

  • $2.96 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
-3.87K
- 35.49%
N/A
7.04K $0
Linde PLC
-2.28K
- 44.87%
N/A
2.8K $0
Annaly Capital Management In
-213
- 2.03%
N/A
10.3K $0
Ea Series Trust
-2.52K
- 24.6%
N/A
7.73K $0
Blackrock Inc
-895
- 12.51%
N/A
6.26K $0
Tcw ETF Trust
-1.68K
- 13.68%
N/A
10.6K $0
Ea Series Trust
-438
- 1.87%
N/A
23K $0
Spinnaker ETF Series
-5.38K
- 34.48%
N/A
10.2K $0
MRVL
Marvell Technology, Inc.

Technology
-97
- 2.65%
$81.05 - $93.74 $7.86K - $9.09K
3.56K $307K
IBB
Ishares Biotechnology ETF

ETFs
-347
- 11.8%
$148.51 - $164.96 $51.5K - $57.2K
2.59K $425K
FNDX
Schwab Fundamental U S Large C

ETFs
-87
- 0.47%
$25.68 - $26.95 $2.23K - $2.34K
18.3K $485K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-6
- 0.03%
$13.33 - $14.31 $80 - $85.9
18.4K $255K
LDOS
Leidos Holdings, Inc.

Technology
-12
- 0.49%
$184.41 - $199.55 $2.21K - $2.39K
2.42K $463K
ORI
Old Republic International Corp

Financial Services
-147
- 2.5%
$38.4 - $44.35 $5.64K - $6.52K
5.74K $254K
BSX
Boston Scientific Corp

Healthcare
-272
- 3.93%
$94.95 - $104.98 $25.8K - $28.6K
6.65K $682K
APH
Amphenol Corp

Technology
-1.17K
- 7.1%
$121.7 - $143.85 $142K - $168K
15.3K $2.04M
MKL
Markel Corp

Financial Services
-2
- 1.82%
$1826.32 - $2091.91 $3.65K - $4.18K
108 $222K
DCI
Donaldson CO Inc

Industrials
-306
- 2.95%
$79.88 - $88.21 $24.4K - $27K
10.1K $862K
GLDM
World Gold Trust

ETFs
-285
- 3.61%
$76.32 - $86.69 $21.8K - $24.7K
7.61K $615K
IDXX
Idexx Laboratories Inc

Healthcare
-9
- 1.72%
$616.15 - $722.94 $5.55K - $6.51K
514 $354K
ROAM
Hartford Multifactor Emerging

ETFs
-414
- 1.94%
$27.35 - $29.66 $11.3K - $12.3K
20.9K $614K
PLD
Prologis, Inc.

Real Estate
-2
- 0.09%
$111.23 - $127.18 $222 - $254
2.18K $269K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1.39K
- 0.98%
$43.84 - $45.35 $61.1K - $63.2K
140K $6.27M
CME
Cme Group Inc.

Financial Services
-5
- 0.2%
$261.53 - $285.04 $1.31K - $1.43K
2.46K $687K
ES
Eversource Energy

Utilities
-471
- 1.75%
$70.59 - $74.88 $33.2K - $35.3K
26.5K $1.94M
NTIC
Northern Technologies International Corp

Basic Materials
-745
- 0.86%
$7.42 - $8.23 $5.53K - $6.13K
86.2K $696K
IHDG
Wisdomtree Tr

ETFs
-6.52K
- 2.66%
$45.93 - $48.13 $300K - $314K
239K $11.3M
STX
Seagate Technology Holdings PLC

Technology
-32
- 2.21%
$211.63 - $293.99 $6.77K - $9.41K
1.41K $365K
ALC
Alcon Inc

Healthcare
-40
- 0.43%
$72.05 - $79.44 $2.88K - $3.18K
9.32K $723K
NEM
Newmont Corp

Basic Materials
-62
- 0.49%
$78.63 - $98.27 $4.88K - $6.09K
12.5K $1.09M
MNST
Monster Beverage Corp

Consumer Defensive
-327
- 2.47%
$66.31 - $71.91 $21.7K - $23.5K
12.9K $922K
ASX
Ase Technology Holding Co., Ltd.

Technology
-318
- 2.97%
$11.08 - $16.19 $3.52K - $5.15K
10.4K $151K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-25
- 0.71%
$126.92 - $139.12 $3.17K - $3.48K
3.49K $485K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
-5.45K
- 8.2%
$7.42 - $9.8 $40.4K - $53.4K
61K $587K
MMM
3 M CO

Industrials
-216
- 2.96%
$148.75 - $171.6 $32.1K - $37.1K
7.07K $1.17M
ATNI
Atn International, Inc.

Communication Services
-100
- 0.96%
$14.1 - $19.85 $1.41K - $1.99K
10.3K $205K
PH
Parker Hannifin Corp

Industrials
-131
- 6.1%
$716.66 - $857.93 $93.9K - $112K
2.02K $1.68M
SNOW
Snowflake Inc.

Technology
-57
- 2.68%
$230.55 - $277.14 $13.1K - $15.8K
2.07K $532K
SOXX
Ishares Semiconductor ETF

ETFs
-1.21K
- 5.12%
$271.99 - $309.6 $329K - $374K
22.4K $6.46M
VHT
Vanguard Health Care ETF

ETFs
-97
- 2.5%
$264.7 - $283.93 $25.7K - $27.5K
3.78K $1.07M
AXP
American Express CO

Financial Services
-234
- 1.39%
$316.26 - $372.77 $74K - $87.2K
16.7K $5.68M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-152
- 0.55%
$27.71 - $34.0 $4.21K - $5.17K
27.6K $927K
CVS
Cvs Health Corp

Healthcare
-94
- 0.26%
$76.69 - $83.04 $7.21K - $7.81K
36.2K $2.84M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-110
- 2.91%
$402.9 - $437.15 $44.3K - $48.1K
3.67K $1.59M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-586
- 1.24%
$86.12 - $92.36 $50.5K - $54.1K
46.7K $4.27M
CRWD
Crowd Strike Holdings, Inc.

Technology
-161
- 3.67%
$482.23 - $557.53 $77.6K - $89.8K
4.23K $2.27M
MRK
Merck & Co., Inc.

Healthcare
-2.78K
- 6.34%
$82.49 - $92.93 $229K - $258K
41.1K $3.81M
UPS
United Parcel Service Inc

Industrials
-1.2K
- 5.08%
$82.87 - $97.4 $99.8K - $117K
22.5K $2.12M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-145
- 1.24%
$101.39 - $114.39 $14.7K - $16.6K
11.6K $1.32M
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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