Dynamic Advisor Solutions LLC Reduced Holdings in Q3 2024

Dynamic Advisor Solutions LLC

  • $3.28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PKG
Packaging Corp Of America

Consumer Cyclical
-269
- 5.64%
$176.32 - $215.7 $47.4K - $58K
4.5K $969K
SAP
Sap Se

Technology
-111
- 2.45%
$197.21 - $231.0 $21.9K - $25.6K
4.43K $1.01M
ATNI
Atn International, Inc.

Communication Services
-525
- 4.25%
$20.48 - $32.96 $10.8K - $17.3K
11.8K $382K
XOM
Exxon Mobil Corp

Energy
-1.04K
- 0.97%
$109.72 - $119.0 $114K - $124K
106K $12.5M
RY
Royal Bank Of Canada

Financial Services
-128
- 1.97%
$105.65 - $124.73 $13.5K - $16K
6.37K $794K
ESAB
Esab Corp

Industrials
-167
- 1.63%
$91.98 - $107.0 $15.4K - $17.9K
10.1K $1.07M
AEP
American Electric Power CO Inc

Utilities
-68
- 0.89%
$87.11 - $104.95 $5.92K - $7.14K
7.58K $778K
BFLY
Butterfly Network, Inc.

Healthcare
-109
- 0.09%
$0.87 - $1.99 $94.8 - $217
116K $205K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-318
- 1.07%
$54.2 - $65.22 $17.2K - $20.7K
29.4K $1.87M
NEM
Newmont Corp

Basic Materials
-713
- 5.51%
$41.65 - $55.85 $29.7K - $39.8K
12.2K $653K
TW
Tradeweb Markets Inc.

Financial Services
-19
- 0.29%
$104.25 - $123.67 $1.98K - $2.35K
6.63K $820K
NSC
Norfolk Southern Corp

Industrials
-27
- 0.73%
$213.75 - $259.69 $5.77K - $7.01K
3.69K $915K
PWB
Invesco Exchange Traded Fd Tr

ETFs
-1.07K
- 1.99%
$86.85 - $98.91 $92.6K - $105K
52.5K $5.18M
BNDX
Vanguard Total International B

ETFs
-4.07K
- 1.99%
$48.42 - $50.35 $197K - $205K
200K $10.1M
MKC
Mccormick & CO Inc

Consumer Defensive
-88
- 0.76%
$69.44 - $84.76 $6.11K - $7.46K
11.5K $948K
DHR
Danaher Corp

Healthcare
-327
- 4.25%
$239.25 - $280.76 $78.2K - $91.8K
7.38K $2.05M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-2K
- 3.62%
$113.45 - $126.18 $227K - $253K
53.4K $6.74M
ABT
Abbott Laboratories

Healthcare
-1.59K
- 5.1%
$100.07 - $118.13 $159K - $187K
29.5K $3.37M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-774
- 3.31%
$64.35 - $75.71 $49.8K - $58.6K
22.6K $1.66M
TTD
Trade Desk, Inc.

Technology
-99
- 0.75%
$83.08 - $110.79 $8.22K - $11K
13.1K $1.44M
KR
Kroger CO

Consumer Defensive
-712
- 2.72%
$50.43 - $57.3 $35.9K - $40.8K
25.5K $1.46M
CB
Chubb LTD

Financial Services
-566
- 5.77%
$252.51 - $292.2 $143K - $165K
9.25K $2.67M
LOW
Lowes Companies Inc

Consumer Cyclical
-170
- 4.01%
$213.3 - $270.78 $36.3K - $46K
4.07K $1.1M
CMCSA
Comcast Corp

Communication Services
-1.56K
- 1.71%
$37.33 - $41.78 $58.3K - $65.2K
89.6K $3.74M
FVD
First Tr Value Line Divid Inde

ETFs
-589
- 1.38%
$40.45 - $45.49 $23.8K - $26.8K
42.1K $1.91M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-2.82K
- 1.78%
$46.18 - $48.92 $130K - $138K
156K $7.57M
CSCO
Cisco Systems, Inc.

Technology
-11.8K
- 8.37%
$44.74 - $53.22 $528K - $628K
129K $6.88M
CCI
Crown Castle International Corp

Real Estate
-513
- 4.47%
$95.29 - $120.24 $48.9K - $61.7K
11K $1.3M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.3K
- 2.79%
$73.43 - $80.37 $95.1K - $104K
45.1K $3.62M
PRMW
Primo Water Corp

Consumer Defensive
-2.56K
- 3.29%
$20.4 - $25.47 $52.2K - $65.1K
75.1K $1.9M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-4.14K
- 1.67%
$76.94 - $79.54 $319K - $330K
244K $19.3M
JNJ
Johnson & Johnson

Healthcare
-4.11K
- 7.51%
$145.48 - $167.38 $598K - $688K
50.6K $8.2M
EVRG
Evergy, Inc.

Utilities
-84
- 0.36%
$52.46 - $62.01 $4.41K - $5.21K
23.5K $1.46M
PG
Procter & Gamble CO

Consumer Defensive
-323
- 1.0%
$160.76 - $177.82 $51.9K - $57.4K
31.9K $5.53M
BX
Blackstone Inc.

Financial Services
-73
- 0.94%
$120.77 - $159.66 $8.82K - $11.7K
7.69K $1.18M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-991
- 6.67%
$57.22 - $80.08 $56.7K - $79.4K
13.9K $1.08M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-146
- 2.92%
$531.86 - $624.21 $77.7K - $91.1K
4.85K $3M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-542
- 0.74%
$36.02 - $41.68 $19.5K - $22.6K
72.4K $2.99M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-134
- 3.23%
$1015.62 - $1159.62 $136K - $155K
4.01K $4.62M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-2.22K
- 2.58%
$32.65 - $36.84 $72.3K - $81.6K
83.6K $3.08M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-2.69K
- 2.58%
$38.89 - $42.97 $105K - $116K
102K $4.35M
TEQI
T Rowe Price Exchange Traded F

Technology
-2.06K
- 1.54%
$38.71 - $41.77 $79.9K - $86.2K
132K $5.53M
PH
Parker Hannifin Corp

Industrials
-16
- 0.75%
$501.01 - $635.92 $8.02K - $10.2K
2.12K $1.34M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.83K
- 3.48%
$117.9 - $128.2 $216K - $235K
50.8K $6.51M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.72K
- 5.34%
$82.97 - $98.97 $143K - $170K
30.5K $2.97M
IEFA
Ishares Tr

ETFs
-23.5K
- 6.0%
$70.09 - $78.74 $1.65M - $1.85M
368K $28.7M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-250
- 0.54%
$113.41 - $125.62 $28.4K - $31.4K
46.3K $5.82M
ADP
Automatic Data Processing Inc

Industrials
-61
- 0.73%
$233.44 - $279.45 $14.2K - $17K
8.24K $2.28M
ES
Eversource Energy

Utilities
-30
- 0.11%
$56.52 - $68.38 $1.7K - $2.05K
26.6K $1.81M
Activity Summary
Buys All Purchases 452 New Holdings 75 Increased Positions 377 Sells All Sells 449 Reductions 449 Sold out 0 Options Calls 0 Puts 0
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