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
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-20.5K
- 40.48%
$50.55 - $50.74 $1.04M - $1.04M
30.2K $1.53M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.52K
- 6.53%
$475.68 - $513.11 $1.2M - $1.3M
36.2K $18.4M
EPD
Enterprise Products Partners L.P.

Energy
-35.1K
- 37.1%
$30.19 - $32.26 $1.06M - $1.13M
59.5K $1.92M
ROP
Roper Technologies Inc

Industrials
-1.1K
- 10.13%
$443.27 - $520.0 $488K - $572K
9.76K $4.38M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-8.61K
- 10.27%
$117.88 - $120.77 $1.01M - $1.04M
75.2K $9.05M
XOM
Exxon Mobil Corp

Energy
-13K
- 11.93%
$110.64 - $119.78 $1.43M - $1.55M
95.7K $11.3M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-38.1K
- 27.96%
$25.18 - $25.37 $960K - $968K
98.3K $2.48M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.42K
- 5.14%
$653.02 - $687.39 $925K - $973K
26.1K $17.4M
XLF
Financial Sector Spdr

ETFs
-16.1K
- 22.64%
$51.76 - $53.77 $831K - $863K
54.9K $2.88M
CMF
Ishares California Muni Bond E

ETFs
-16.1K
- 62.48%
$56.96 - $57.62 $915K - $926K
9.65K $553K
QCOM
Qualcomm Inc

Technology
-5.43K
- 34.33%
$153.59 - $187.68 $833K - $1.02M
10.4K $1.73M
TEQI
T Rowe Price Exchange Traded F

Technology
-19.3K
- 24.22%
$42.88 - $44.46 $828K - $859K
60.4K $2.63M
IBM
International Business Machines Corp

Technology
-4.36K
- 14.12%
$275.97 - $314.98 $1.2M - $1.37M
26.5K $7.88M
DFAX
Dimensional ETF Tr
-26.7K
- 72.44%
$30.71 - $32.34 $819K - $862K
10.1K $324K
RTX
Raytheon Technologies Corp

Industrials
-6.42K
- 17.44%
$157.0 - $179.44 $1.01M - $1.15M
30.4K $5.34M
ARES
Ares Management Corp

Financial Services
-157
- 0.35%
$140.88 - $155.5 $22.1K - $24.4K
44.5K $6.32M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
-5.51K
- 11.9%
$130.04 - $134.12 $717K - $739K
40.8K $5.37M
DIS
Walt Disney CO

Communication Services
-4.27K
- 10.94%
$105.69 - $116.65 $451K - $498K
34.7K $3.67M
PM
Philip Morris International Inc.

Consumer Defensive
-3.73K
- 16.02%
$144.33 - $160.86 $538K - $600K
19.5K $2.99M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-9.08K
- 4.68%
$63.25 - $66.24 $574K - $601K
185K $11.9M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-23.3K
- 40.88%
N/A
33.8K $1.06M
GE
General Electric CO

Industrials
-2.37K
- 10.49%
$291.49 - $314.28 $691K - $745K
20.2K $6.07M
SO
Southern CO

Utilities
-3.6K
- 3.81%
$90.58 - $99.72 $326K - $359K
90.9K $8.24M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-14.1K
- 64.96%
$46.75 - $49.34 $657K - $694K
7.58K $354K
O
Realty Income Corp

Real Estate
-10.2K
- 36.42%
$56.12 - $60.64 $571K - $617K
17.8K $1.01M
PSA
Public Storage

Real Estate
-1.97K
- 19.89%
$272.78 - $311.8 $537K - $614K
7.94K $2.18M
HON
Honeywell International Inc

Industrials
-1.58K
- 6.09%
$194.07 - $220.67 $306K - $348K
24.3K $4.76M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
-40K
- 50.96%
$14.57 - $15.96 $583K - $639K
38.5K $595K
XLP
Consumer Staples Sector Spdr

ETFs
-8.59K
- 24.07%
N/A
27.1K $2.06M
WMT
Walmart Inc.

Consumer Defensive
-6.12K
- 4.22%
$101.18 - $109.03 $619K - $667K
139K $14.3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1.76K
- 38.43%
$358.39 - $376.54 $630K - $662K
2.82K $1.04M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-5.75K
- 11.8%
$90.08 - $108.94 $518K - $627K
43K $3.95M
NKE
Nike, Inc.

Consumer Cyclical
-7.63K
- 46.26%
$60.8 - $74.57 $464K - $569K
8.86K $557K
FDX
Fedex Corp

Industrials
-2.8K
- 55.02%
$224.63 - $268.67 $628K - $751K
2.29K $604K
MCD
Mcdonalds Corp

Consumer Cyclical
-1.98K
- 11.71%
$293.81 - $310.11 $583K - $615K
14.9K $4.56M
HEQT
Simplify Exchange Traded Fds H
-19.9K
- 17.06%
$30.98 - $31.88 $616K - $634K
96.7K $3.06M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-12K
- 16.63%
$47.89 - $48.53 $573K - $581K
60K $2.87M
MRSK
Toews Agility Shares Managed R

Technology
-16.2K
- 21.65%
$35.35 - $36.66 $573K - $594K
58.7K $2.11M
F
Ford Motor CO

Consumer Cyclical
-48K
- 75.09%
$11.41 - $13.84 $548K - $664K
15.9K $210K
VB
Vanguard Small Cap ETF

ETFs
-1.59K
- 4.76%
$248.1 - $260.08 $393K - $412K
31.7K $7.93M
MSI
Motorola Solutions, Inc.

Technology
-517
- 11.51%
$379.98 - $462.26 $196K - $239K
3.98K $1.51M
DLR
Digital Realty Trust, Inc.

Real Estate
-103
- 0.29%
$158.11 - $179.28 $16.3K - $18.5K
35.8K $5.66M
CGGO
Capital Group Global Growth Eq

ETFs
-15.5K
- 37.67%
$33.63 - $35.51 $522K - $551K
25.7K $878K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-3.54K
- 20.04%
$136.06 - $140.64 $481K - $497K
14.1K $1.95M
SCHO
Schwab Short Term Us Treasury

ETFs
-20.4K
- 8.24%
$24.31 - $24.46 $496K - $499K
227K $5.54M
UBER
Uber Technologies, Inc

Technology
-4.33K
- 24.39%
$91.62 - $100.1 $397K - $433K
13.4K $1.23M
FTSL
First Trust Senior Ln Fund

ETFs
-11.1K
- 29.71%
$45.62 - $45.98 $508K - $512K
26.4K $1.21M
UNH
Unitedhealth Group Inc

Healthcare
-512
- 3.7%
$320.52 - $369.92 $164K - $189K
13.3K $4.27M
CRM
Salesforce, Inc.

Technology
-2.13K
- 10.91%
$235.69 - $263.41 $501K - $560K
17.4K $4.11M
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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