Dynamic Advisor Solutions LLC Sells in Q4 2025

Dynamic Advisor Solutions LLC

  • $2.96 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-8.45K
- 2.39%
$86.09 - $89.88 $727K - $759K
345K $30.6M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
-5.57K
- 24.47%
$42.41 - $43.07 $236K - $240K
17.2K $730K
TJX
Tjx Companies Inc

Consumer Cyclical
-1.8K
- 10.43%
$138.56 - $147.63 $249K - $266K
15.5K $2.26M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-3.84K
- 27.12%
$29.81 - $42.36 $114K - $162K
10.3K $325K
GRMN
Garmin LTD

Technology
-19
- 0.44%
$194.13 - $259.77 $3.69K - $4.94K
4.3K $834K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-9.69K
- 2.72%
$24.18 - $24.45 $234K - $237K
346K $8.42M
CB
Chubb LTD

Financial Services
-1.13K
- 13.82%
$268.2 - $296.22 $303K - $335K
7.05K $2.08M
ACN
Accenture PLC

Technology
-760
- 9.84%
$234.02 - $253.35 $178K - $193K
6.96K $1.68M
RGLD
Royal Gold Inc

Basic Materials
-819
- 17.01%
$169.08 - $206.65 $138K - $169K
4K $742K
LHX
L3 Harris Technologies, Inc.

Industrials
-640
- 34.24%
$283.87 - $306.76 $182K - $196K
1.23K $355K
PWB
Invesco Exchange Traded Fd Tr

ETFs
-1.8K
- 3.62%
$124.19 - $131.31 $223K - $236K
47.9K $6.01M
COF
Capital One Financial Corp

Financial Services
-437
- 4.05%
$201.01 - $225.01 $87.8K - $98.3K
10.4K $2.08M
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
-13.5K
- 54.61%
$15.26 - $15.77 $206K - $213K
11.2K $173K
CBOE
Cboe Global Markets, Inc.

Financial Services
-1.1K
- 19.82%
$232.68 - $260.88 $255K - $286K
4.43K $1.14M
SNPS
Synopsys Inc

Technology
-219
- 18.25%
$389.83 - $489.36 $85.4K - $107K
981 $382K
VNT
Vontier Corp

Technology
-442
- 1.39%
$35.9 - $43.21 $15.9K - $19.1K
31.3K $1.12M
BMY
Bristol Myers Squibb CO

Healthcare
-5.57K
- 18.1%
$42.6 - $49.08 $237K - $273K
25.2K $1.18M
AMAT
Applied Materials Inc

Technology
-1.91K
- 19.69%
$209.95 - $240.89 $401K - $460K
7.79K $1.78M
SUB
Ishares Short Term National Mu

ETFs
-1.83K
- 5.35%
$106.22 - $106.81 $194K - $195K
32.3K $3.44M
VGT
Vanguard Information Technolog

ETFs
-294
- 11.37%
$736.33 - $801.52 $216K - $236K
2.29K $1.73M
OEF
Ishares S&P 100 ETF

ETFs
-744
- 10.71%
N/A
6.2K $1.65M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-483
- 12.69%
$454.87 - $482.76 $220K - $233K
3.32K $1.57M
GS
Goldman Sachs Group Inc

Financial Services
-122
- 2.48%
$744.6 - $838.97 $90.8K - $102K
4.8K $3.73M
EVR
Evercore Inc.

Financial Services
-163
- 5.02%
$291.66 - $334.01 $47.5K - $54.4K
3.08K $914K
SPOT
Spotify Technology S.A.

Communication Services
-36
- 1.43%
$616.91 - $707.3 $22.2K - $25.5K
2.49K $1.58M
KLAC
Kla Corp

Technology
-360
- 8.77%
$982.75 - $1235.28 $354K - $445K
3.74K $4.25M
RBLX
Roblox Corp

Communication Services
-172
- 3.89%
$101.27 - $138.56 $17.4K - $23.8K
4.25K $434K
DUK
Duke Energy Corp

Utilities
-1.78K
- 5.48%
$121.57 - $129.03 $216K - $230K
30.7K $3.84M
URI
United Rentals, Inc.

Industrials
-30
- 2.94%
$806.61 - $1020.0 $24.2K - $30.6K
992 $800K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-3.46K
- 19.79%
$67.07 - $73.01 $232K - $253K
14K $1.01M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-4.16K
- 13.32%
$42.06 - $42.92 $175K - $179K
27.1K $1.15M
AVGO
Broadcom Inc.

Technology
-4.27K
- 4.22%
$324.63 - $385.98 $1.39M - $1.65M
97K $33.2M
CSX
Csx Corp

Industrials
-4.26K
- 10.75%
$34.88 - $36.67 $149K - $156K
35.4K $1.24M
CDNS
Cadence Design Systems Inc

Technology
-42
- 0.97%
$314.93 - $353.36 $13.2K - $14.8K
4.31K $1.36M
WEC
Wec Energy Group, Inc.

Utilities
-1.37K
- 27.42%
$110.61 - $117.5 $151K - $160K
3.61K $401K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
-3.73K
- 41.37%
$46.44 - $50.36 $173K - $188K
5.29K $261K
APD
Air Products & Chemicals, Inc.

Basic Materials
-278
- 3.9%
$237.56 - $271.47 $66K - $75.5K
6.85K $1.78M
FISV
Fiserv Inc

Technology
-1.34K
- 22.47%
N/A
4.62K $578K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-5.3K
- 4.81%
$28.46 - $29.45 $151K - $156K
105K $3.04M
SHYD
Vaneck Short High Yield Muni E

ETFs
-6.65K
- 5.46%
$22.74 - $22.89 $151K - $152K
115K $2.62M
IWY
Ishares Tr Russell 200 Growth

ETFs
-628
- 17.71%
$268.43 - $288.26 $169K - $181K
2.92K $805K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-3.14K
- 8.93%
$50.37 - $50.58 $158K - $159K
32K $1.61M
VRT
Vertiv Holdings CO

Industrials
-1.88K
- 19.98%
N/A
7.53K $652K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-6.35K
- 27.45%
$25.2 - $26.46 $160K - $168K
16.8K $433K
AWI
Armstrong World Industries Inc

Industrials
-498
- 9.67%
$182.66 - $203.71 $91K - $101K
4.65K $849K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-38
- 0.39%
$73.78 - $98.43 $2.8K - $3.74K
9.72K $716K
TMUS
T Mobile Us, Inc.

Communication Services
-226
- 5.05%
$201.01 - $233.26 $45.4K - $52.7K
4.25K $917K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-1.02K
- 8.55%
$132.67 - $138.39 $136K - $142K
10.9K $1.47M
KMB
Kimberly Clark Corp

Consumer Defensive
-228
- 3.89%
$100.05 - $123.23 $22.8K - $28.1K
5.63K $585K
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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