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
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-1.2K
- 11.13%
$123.29 - $134.49 $148K - $162K
9.6K $1.29M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-3.33K
- 11.06%
$58.83 - $63.18 $196K - $210K
26.8K $1.67M
VIG
Vanguard Dividend Appreciation

ETFs
-760
- 2.78%
N/A
26.5K $4.83M
LNG
Cheniere Energy, Inc.

Energy
-337
- 10.31%
$205.63 - $235.74 $69.3K - $79.4K
2.93K $630K
WMB
Williams Companies, Inc.

Energy
-1.52K
- 8.32%
$56.51 - $64.48 $85.8K - $97.9K
16.7K $1.02M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.11K
- 18.4%
$524.58 - $588.02 $582K - $652K
4.92K $2.79M
KKR
Kkr & Co. Inc.

Financial Services
-469
- 6.1%
$117.52 - $127.65 $55.1K - $59.9K
7.22K $865K
D
Dominion Energy, Inc

Utilities
-2.09K
- 37.78%
$58.49 - $61.69 $122K - $129K
3.45K $208K
MTB
M&T Bank Corp

Financial Services
-137
- 1.39%
$178.63 - $195.63 $24.5K - $26.8K
9.71K $1.81M
GWW
W.W. Grainger, Inc.

Industrials
-112
- 10.92%
$926.21 - $979.0 $104K - $110K
914 $846K
VXF
Vanguard Extended Market ETF

ETFs
-562
- 27.6%
$204.22 - $215.05 $115K - $121K
1.47K $301K
ECL
Ecolab Inc.

Basic Materials
-187
- 3.73%
$253.06 - $281.35 $47.3K - $52.6K
4.82K $1.25M
DFIV
Dimensional ETF Tr

ETFs
-2.95K
- 30.46%
$45.13 - $48.25 $133K - $142K
6.73K $322K
VBK
Vanguard Small Cap Growth ETF

ETFs
-354
- 10.55%
$291.71 - $309.36 $103K - $110K
3K $876K
TRV
Travelers Companies, Inc.

Financial Services
-582
- 10.48%
$261.57 - $287.42 $152K - $167K
4.97K $1.43M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-862
- 12.37%
$100.68 - $106.15 $86.8K - $91.5K
6.11K $614K
ADI
Analog Devices Inc

Technology
-75
- 1.26%
$225.32 - $246.37 $16.9K - $18.5K
5.89K $1.35M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-147
- 3.05%
$178.37 - $198.46 $26.2K - $29.2K
4.67K $859K
NTRS
Northern Trust Corp

Financial Services
-69
- 0.5%
$124.57 - $133.24 $8.6K - $9.19K
13.9K $1.77M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.14K
- 15.79%
$61.89 - $76.13 $70.4K - $86.6K
6.07K $375K
AJG
Arthur J. Gallagher & Co.

Financial Services
-55
- 3.06%
$242.98 - $310.48 $13.4K - $17.1K
1.75K $451K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.03K
- 27.53%
$100.37 - $100.72 $103K - $104K
2.71K $272K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-541
- 12.04%
$325.34 - $368.61 $176K - $199K
3.95K $1.36M
UMI
Uscf ETF Tr Uscf Midstream Ene

ETFs
-1.7K
- 8.26%
$47.82 - $51.39 $81.1K - $87.2K
18.8K $952K
ED
Consolidated Edison Inc

Utilities
-1.06K
- 15.61%
$96.11 - $102.39 $101K - $108K
5.7K $579K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-1.91K
- 16.51%
$43.03 - $44.7 $82.3K - $85.5K
9.67K $418K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-883
- 5.23%
$100.8 - $103.83 $89K - $91.7K
16K $1.65M
PPL
Ppl Corp

Utilities
-2.46K
- 28.98%
$36.25 - $37.97 $89.2K - $93.5K
6.03K $221K
WELL
Welltower Inc.

Real Estate
-637
- 32.94%
$165.94 - $193.82 $106K - $123K
1.3K $251K
VBR
Vanguard Small Cap Value ETF

ETFs
-341
- 5.02%
$201.42 - $211.15 $68.7K - $72K
6.45K $1.32M
ALL
Allstate Corp

Financial Services
-419
- 10.6%
$190.0 - $214.3 $79.6K - $89.8K
3.53K $757K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-683
- 7.32%
$106.25 - $112.78 $72.6K - $77K
8.65K $940K
C
Citigroup Inc

Financial Services
-563
- 5.69%
$93.93 - $102.87 $52.9K - $57.9K
9.32K $915K
ING
Ing Groep Nv

Financial Services
-2.04K
- 1.0%
$23.66 - $26.51 $48.4K - $54.2K
203K $5.26M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-1.18K
- 6.32%
$54.74 - $57.0 $64.4K - $67.1K
17.5K $966K
EUSB
Ishares Tr Esg Advanced Total

Technology
-1.83K
- 18.82%
$43.82 - $44.38 $80.2K - $81.3K
7.9K $346K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-616
- 1.42%
$119.13 - $120.38 $73.4K - $74.2K
42.9K $5.12M
ABBV
Abb Vie Inc.

Healthcare
-962
- 1.6%
$211.96 - $244.38 $204K - $235K
59K $13.8M
SRLN
Ssga Active Trust

ETFs
-1.72K
- 8.7%
$41.05 - $41.54 $70.5K - $71.4K
18K $743K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-253
- 2.51%
$17.53 - $24.57 $4.44K - $6.22K
9.81K $171K
WFC
Wells Fargo & Company

Financial Services
-763
- 2.55%
$77.62 - $87.3 $59.2K - $66.6K
29.2K $2.43M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-1.33K
- 14.18%
$46.96 - $49.73 $62.2K - $65.9K
8.02K $386K
GWRS
Global Water Resources, Inc.

Utilities
-451
- 0.85%
$8.99 - $10.92 $4.05K - $4.92K
52.4K $470K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.28K
- 20.81%
$32.35 - $34.37 $73.9K - $78.5K
8.69K $293K
NXPI
Nxp Semiconductors N.V.

Technology
-18
- 0.79%
$197.1 - $231.42 $3.55K - $4.17K
2.25K $443K
MDT
Medtronic PLC

Healthcare
-1K
- 4.1%
$90.06 - $98.43 $90.1K - $98.4K
23.4K $2.25M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-1.18K
- 14.25%
$59.91 - $60.13 $70.8K - $71K
7.11K $426K
PFE
Pfizer Inc

Healthcare
-1.66K
- 2.48%
$24.23 - $27.37 $40.3K - $45.5K
65.5K $1.64M
ENOV
Enovis Corp

Industrials
-1.94K
- 6.32%
$28.06 - $32.87 $54.4K - $63.7K
28.7K $861K
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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