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
GIS
General Mills Inc

Consumer Defensive
-845
- 9.21%
$45.98 - $50.93 $38.9K - $43K
8.33K $394K
BNDX
Vanguard Total International B

ETFs
-1.38K
- 3.65%
$49.3 - $49.91 $68K - $68.9K
36.5K $1.8M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.4K
- 9.2%
$46.57 - $47.16 $65.3K - $66.2K
13.8K $645K
PKG
Packaging Corp Of America

Consumer Cyclical
-114
- 5.54%
$195.59 - $215.64 $22.3K - $24.6K
1.94K $383K
OXY
Occidental Petroleum Corp

Energy
-677
- 8.52%
$39.75 - $47.72 $26.9K - $32.3K
7.27K $310K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.36K
- 10.6%
$55.63 - $58.98 $75.4K - $79.9K
11.4K $669K
EEM
Ishares Msci Emerging Markets

ETFs
-1.83K
- 7.68%
$51.94 - $56.01 $95.2K - $103K
22K $1.21M
AVTR
Avantor, Inc.

Basic Materials
-2.05K
- 5.55%
$11.05 - $15.6 $22.6K - $31.9K
34.8K $395K
SPYG
Spdr Portfolio

ETFs
-629
- 16.4%
$102.4 - $109.39 $64.4K - $68.8K
3.21K $336K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-105
- 1.55%
$94.37 - $113.5 $9.91K - $11.9K
6.67K $694K
EDV
Vanguard Extended Duration Tre

ETFs
-810
- 10.08%
$67.2 - $71.16 $54.4K - $57.6K
7.22K $488K
CEG
Constellation Energy Corp

Utilities
-292
- 6.87%
$335.74 - $401.43 $98K - $117K
3.96K $1.34M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.1K
- 6.09%
$42.66 - $43.29 $47K - $47.7K
17K $725K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-1.37K
- 13.07%
$50.39 - $55.82 $68.9K - $76.3K
9.09K $497K
CTAS
Cintas Corp

Industrials
-174
- 13.06%
$182.04 - $203.64 $31.7K - $35.4K
1.16K $216K
DXCM
Dexcom Inc

Healthcare
-55
- 0.95%
$54.84 - $71.06 $3.02K - $3.91K
5.72K $332K
SBUX
Starbucks Corp

Consumer Cyclical
-660
- 8.18%
$78.46 - $87.26 $51.8K - $57.6K
7.41K $627K
GD
General Dynamics Corp

Industrials
-181
- 7.25%
$330.59 - $353.77 $59.8K - $64K
2.32K $796K
PSX
Phillips 66

Energy
-891
- 7.54%
$126.76 - $142.32 $113K - $127K
10.9K $1.55M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-432
- 3.25%
$142.79 - $150.05 $61.7K - $64.8K
12.9K $1.88M
CG
Carlyle Group Inc.

Financial Services
-145
- 3.01%
$51.16 - $63.48 $7.42K - $9.2K
4.67K $249K
DBAW
Xtrackers Msci All World Ex Us

ETFs
-3.55K
- 6.57%
$39.22 - $41.8 $139K - $148K
50.4K $2.07M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-3.54K
- 2.0%
$31.41 - $33.69 $111K - $119K
173K $5.58M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
-2.09K
- 14.27%
$24.14 - $24.4 $50.4K - $50.9K
12.5K $303K
AWK
American Water Works Company, Inc.

Utilities
-283
- 14.09%
$125.97 - $145.43 $35.6K - $41.2K
1.73K $227K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-77
- 4.33%
$176.58 - $207.02 $13.6K - $15.9K
1.7K $307K
GTLB
Gitlab Inc.

Technology
-1.04K
- 16.26%
$43.65 - $51.04 $45.2K - $52.9K
5.33K $236K
GDO
Western Asset Global Corporate Defined Opportunity Fund Inc.

Financial Services
-2.64K
- 4.64%
$11.43 - $12.11 $30.2K - $32K
54.3K $630K
USFR
Wisdomtree Floating Rate Treas

ETFs
-1.02K
- 11.36%
$50.24 - $50.4 $51K - $51.2K
7.93K $399K
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
-445
- 3.48%
$16.55 - $20.54 $7.36K - $9.14K
12.4K $213K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-709
- 1.48%
$47.86 - $48.14 $33.9K - $34.1K
47.1K $2.26M
DE
Deere & CO

Industrials
-541
- 4.82%
$439.11 - $480.78 $238K - $260K
10.7K $5.08M
ENFR
Alerian Energy Infrastructure

ETFs
-590
- 2.54%
$29.86 - $32.39 $17.6K - $19.1K
22.7K $706K
EQIX
Equinix Inc

Real Estate
-62
- 7.09%
$772.6 - $846.01 $47.9K - $52.5K
812 $637K
VICI
Vici Properties Inc.

Real Estate
-781
- 7.51%
$29.52 - $32.91 $23.1K - $25.7K
9.62K $292K
IWS
Ishares Russell Midcap Value E

ETFs
-309
- 12.48%
$135.66 - $140.93 $41.9K - $43.5K
2.17K $298K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-935
- 9.05%
$49.78 - $50.16 $46.5K - $46.9K
9.4K $469K
BXSL
Blackstone Secured Lending Fund

Financial Services
-2.33K
- 8.34%
$25.02 - $27.16 $58.3K - $63.3K
25.6K $683K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
-46
- 0.82%
$128.96 - $165.33 $5.93K - $7.61K
5.55K $715K
HDV
Ishares Core High Dividend ETF

ETFs
-349
- 11.54%
$118.22 - $122.79 $41.3K - $42.9K
2.68K $327K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-922
- 15.94%
$47.0 - $48.26 $43.3K - $44.5K
4.86K $232K
ETR
Entergy Corp

Utilities
-539
- 10.04%
$93.4 - $97.65 $50.3K - $52.6K
4.83K $458K
USB
Us Bancorp \De\

Financial Services
-471
- 6.52%
$45.28 - $48.26 $21.3K - $22.7K
6.75K $306K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-895
- 9.65%
$46.85 - $47.44 $41.9K - $42.5K
8.38K $393K
DAL
Delta Air Lines, Inc.

Industrials
-828
- 19.18%
$55.65 - $62.32 $46.1K - $51.6K
3.49K $203K
DVN
Devon Energy Corp

Energy
-1.36K
- 14.14%
$31.74 - $35.84 $43.2K - $48.7K
8.26K $296K
BR
Broadridge Financial Solutions, Inc.

Technology
-103
- 7.21%
$217.49 - $236.9 $22.4K - $24.4K
1.33K $299K
FPX
First Trust Us Equity Opportun

ETFs
-180
- 12.75%
$156.44 - $170.2 $28.2K - $30.6K
1.23K $193K
AOR
Ishares Tr Core Growth Allocat

ETFs
-706
- 4.03%
$63.43 - $65.6 $44.8K - $46.3K
16.8K $1.09M
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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