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
XLK
Technology Sector Spdr

ETFs
-9.27K
- 15.66%
$278.39 - $304.13 $2.58M - $2.82M
49.9K $14.4M
CGDV
Capital Group Divid Value ETF

ETFs
-55.9K
- 38.64%
$41.33 - $43.47 $2.31M - $2.43M
88.8K $3.81M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-15.5K
- 60.99%
$142.82 - $150.36 $2.21M - $2.32M
9.88K $1.45M
IYW
Ishares Dj Us Tech ETF

ETFs
-12.1K
- 22.0%
$192.8 - $211.27 $2.33M - $2.56M
42.9K $8.54M
ABT
Abbott Laboratories

Healthcare
-15.3K
- 33.83%
$123.62 - $134.59 $1.89M - $2.06M
29.9K $3.89M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-41.9K
- 14.66%
$52.54 - $55.77 $2.2M - $2.34M
244K $13.4M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-23.2K
- 69.0%
$76.92 - $92.53 $1.79M - $2.15M
10.4K $802K
CGXU
Capital Group Intl Focus Equit

ETFs
-71K
- 83.72%
$29.32 - $31.03 $2.08M - $2.2M
13.8K $414K
V
Visa Inc.

Financial Services
-4.62K
- 13.02%
$325.75 - $352.42 $1.5M - $1.63M
30.8K $10M
JPM
Jpmorgan Chase & CO

Financial Services
-2.42K
- 2.96%
$294.11 - $320.41 $712K - $776K
79.3K $23.8M
ET
Energy Transfer LP

Energy
-106K
- 65.85%
$16.29 - $17.01 $1.73M - $1.81M
55.1K $937K
FTCS
First Trust Capital Strength E

ETFs
-18.4K
- 40.39%
$90.55 - $93.84 $1.66M - $1.72M
27.1K $2.49M
PGR
Progressive Corp

Financial Services
-7.03K
- 85.66%
$203.7 - $246.46 $1.43M - $1.73M
1.18K $265K
CGGR
Capital Group Growth ETF Shs C

ETFs
-39.4K
- 51.8%
$43.04 - $45.68 $1.69M - $1.8M
36.6K $1.58M
CVX
Chevron Corp

Energy
-10.9K
- 9.35%
$148.9 - $157.72 $1.63M - $1.73M
106K $16.4M
MO
Altria Group, Inc.

Consumer Defensive
-19.8K
- 27.23%
$56.38 - $66.65 $1.11M - $1.32M
52.8K $3.07M
VUG
Vanguard Growth ETF

ETFs
-3.68K
- 20.32%
$470.44 - $504.26 $1.73M - $1.86M
14.5K $6.99M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-36.7K
- 70.23%
$42.98 - $45.55 $1.58M - $1.67M
15.6K $674K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-29K
- 60.81%
$56.88 - $60.06 $1.65M - $1.74M
18.7K $1.07M
HYLB
Xtrackers Usd High Yield Corp

ETFs
-41.6K
- 22.53%
$36.54 - $37.14 $1.52M - $1.55M
143K $5.25M
FREL
Fidelity Covington Tr Msci Rea

ETFs
-52.3K
- 20.35%
$26.82 - $28.15 $1.4M - $1.47M
205K $5.58M
VZ
Verizon Communications Inc

Communication Services
-28.6K
- 23.79%
$38.4 - $43.83 $1.1M - $1.25M
91.5K $3.75M
CSB
Victory Portf Ii Shs Us Small

ETFs
-23.4K
- 29.05%
$56.45 - $59.2 $1.32M - $1.39M
57.3K $3.31M
PG
Procter & Gamble CO

Consumer Defensive
-8.2K
- 25.99%
$145.5 - $153.18 $1.19M - $1.26M
23.4K $3.41M
GTO
Invesco Actively Managed ETF T

ETFs
-28.9K
- 4.65%
$47.44 - $47.93 $1.37M - $1.38M
593K $28.1M
T
At&T Inc.

Communication Services
-37.6K
- 24.13%
$24.44 - $27.55 $919K - $1.04M
118K $3.01M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-41.1K
- 22.11%
$33.05 - $33.87 $1.36M - $1.39M
145K $4.87M
TT
Trane Technologies PLC

Industrials
-3.17K
- 75.34%
$408.5 - $448.65 $1.29M - $1.42M
1.04K $433K
JNJ
Johnson & Johnson

Healthcare
-10.2K
- 19.91%
$185.98 - $199.58 $1.9M - $2.04M
41.2K $8.22M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-48.4K
- 17.42%
$30.11 - $31.43 $1.46M - $1.52M
229K $7.13M
APP
App Lovin Corp

Technology
-1.29K
- 35.95%
$552.64 - $704.09 $713K - $908K
2.3K $1.28M
FNDC
Schwab Fundamental Intl Small

ETFs
-28.1K
- 19.61%
$43.41 - $45.12 $1.22M - $1.27M
115K $5.13M
LMT
Lockheed Martin Corp

Industrials
-1.95K
- 17.64%
$452.1 - $514.24 $883K - $1M
9.13K $4.3M
MA
Mastercard Inc

Financial Services
-1.2K
- 6.7%
$536.85 - $580.45 $646K - $699K
16.8K $9.01M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
-15.7K
- 45.91%
$72.42 - $76.3 $1.13M - $1.19M
18.4K $1.34M
AXON
Axon Enterprise, Inc.

Industrials
-433
- 7.37%
$554.37 - $759.44 $240K - $329K
5.44K $3.02M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-13.2K
- 12.08%
$98.0 - $102.56 $1.29M - $1.35M
95.9K $9.72M
SHW
Sherwin Williams CO

Basic Materials
-1.88K
- 4.78%
$330.74 - $354.45 $621K - $665K
37.4K $12.4M
SDG
Ishares Trust Ishares Msci Glo

ETFs
-14.3K
- 58.14%
$81.05 - $87.12 $1.16M - $1.25M
10.3K $882K
DFIS
Dimensional ETF Tr Dimensional

ETFs
-35.9K
- 19.75%
$30.89 - $32.15 $1.11M - $1.15M
146K $4.59M
NOC
Northrop Grumman Corp

Industrials
-1.02K
- 8.05%
$558.0 - $637.95 $568K - $649K
11.6K $6.55M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-6.43K
- 11.14%
$91.7 - $105.68 $589K - $679K
51.3K $5.07M
ISRG
Intuitive Surgical Inc

Healthcare
-4.15K
- 36.13%
$429.59 - $576.2 $1.78M - $2.39M
7.34K $4.01M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-28.5K
- 72.11%
$37.7 - $39.08 $1.07M - $1.11M
11K $423K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-25.3K
- 27.74%
$43.6 - $45.68 $1.1M - $1.16M
65.9K $2.97M
XLC
Select Sector Spdr Tr Communic

ETFs
-7.92K
- 28.16%
$111.33 - $117.16 $882K - $928K
20.2K $2.25M
PANW
Palo Alto Networks Inc

Technology
-5.44K
- 15.83%
$204.77 - $221.38 $1.11M - $1.2M
28.9K $5.93M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-11.6K
- 45.75%
$91.84 - $96.06 $1.06M - $1.11M
13.7K $1.3M
PLTR
Palantir Technologies Inc.

Technology
-1.96K
- 2.31%
$172.14 - $207.18 $337K - $405K
82.8K $14.4M
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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