Dynamic Advisor Solutions LLC Q2 2025 Filing

Filed July 9, 2025

Portfolio Value

$3.2B

Holdings

897

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (897 positions)

StockValue
IRMIRON MTN INC DEL
$340K
QLTAISHARES TR
$339K
DFLVDIMENSIONAL ETF TRUST
$339K
GSKGSK PLC
$338K
RCLROYAL CARIBBEAN GROUP
$337K
CLMCORNERSTONE STRATEGIC INVEST
$337K
DVNDEVON ENERGY CORP NEW
$337K
ETVEATON VANCE TAX-MANAGED BUY-
$337K
RWKINVESCO EXCH TRADED FD TR II
$335K
GVIISHARES TR
$333K
MSDMORGAN STANLEY EMKT DBT FD I
$332K
SWKHSWK HLDGS CORP
$332K
AMRCAMERESCO INC
$332K
DESWISDOMTREE TR
$332K
WPCWP CAREY INC
$331K
DDOMINION ENERGY INC
$331K
VLOVALERO ENERGY CORP
$330K
RYLDGLOBAL X FDS
$329K
VICIVICI PPTYS INC
$328K
SPYGSPDR SERIES TRUST
$327K
ROKROCKWELL AUTOMATION INC
$327K
SPDSIMPLIFY EXCHANGE TRADED FUN
$326K
GWRSGLOBAL WTR RES INC
$325K
AKXANSYS INC
$321K
INODINNODATA INC
$320K
SOFISOFI TECHNOLOGIES INC
$319K
JMUBJ P MORGAN EXCHANGE TRADED F
$319K
OMFSINVESCO EXCH TRD SLF IDX FD
$317K
DEODIAGEO PLC
$316K
IIPRINNOVATIVE INDL PPTYS INC
$314K
ACWXISHARES TR
$312K
CSQCALAMOS STRATEGIC TOTAL RETU
$312K
DYHTARGET CORP
$310K
VMBSVANGUARD SCOTTSDALE FDS
$309K
JCPBJ P MORGAN EXCHANGE TRADED F
$308K
IMCGISHARES TR
$307K
JKHYHENRY JACK & ASSOC INC
$307K
PPLPPL CORP
$306K
DVADAVITA INC
$306K
ON1OLD NATL BANCORP IND
$306K
DUSBDIMENSIONAL ETF TRUST
$302K
FPXIFIRST TR EXCHANGE TRADED FD
$300K
EVSMMORGAN STANLEY ETF TRUST
$300K
NETCLOUDFLARE INC
$299K
AQLTISHARES TR
$299K
HOODROBINHOOD MKTS INC
$299K
CITCINTAS CORP
$298K
PHMPULTE GROUP INC
$297K
SPYVSPDR SERIES TRUST
$296K
DOVDOVER CORP
$296K
WRBBERKLEY W R CORP
$296K
SCHESCHWAB STRATEGIC TR
$296K
LALTFIRST TR EXCHNG TRADED FD VI
$296K
SCHCSCHWAB STRATEGIC TR
$295K
STESTERIS PLC
$294K
CPAYCORPAY INC
$291K
VLUSPDR SERIES TRUST
$291K
CTVACORTEVA INC
$290K
JMEEJ P MORGAN EXCHANGE TRADED F
$287K
WELLWELLTOWER INC
$287K
HIGHARTFORD INSURANCE GROUP INC
$285K
MRVLMARVELL TECHNOLOGY INC
$285K
RJFRAYMOND JAMES FINL INC
$284K
THCTENET HEALTHCARE CORP
$282K
PBPINVESCO EXCHANGE TRADED FD T
$281K
AWCAMERICAN WTR WKS CO INC NEW
$280K
KRKROGER CO
$280K
ANGLVANECK ETF TRUST
$277K
SCHZSCHWAB STRATEGIC TR
$275K
GDXVANECK ETF TRUST
$274K
IBNICICI BANK LIMITED
$274K
VFMFVANGUARD WELLINGTON FD
$274K
QLTY2023 ETF SERIES TRUST II
$274K
CGCARLYLE GROUP INC
$273K
CGBLCAPITAL GROUP CORE BALANCED
$271K
GBDCGOLUB CAP BDC INC
$270K
IDXXIDEXX LABS INC
$269K
CDCVICTORY PORTFOLIOS II
$268K
NDAQNASDAQ INC
$268K
FDVVFIDELITY COVINGTON TRUST
$267K
KHCKRAFT HEINZ CO
$264K
CBRECBRE GROUP INC
$263K
EXGEATON VANCE TAX ADVT DIV INC
$262K
MLMMARTIN MARIETTA MATLS INC
$261K
AOMISHARES TR
$261K
LUVSOUTHWEST AIRLS CO
$260K
FLBLFRANKLIN TEMPLETON ETF TR
$260K
SUSAISHARES TR
$259K
ARKTARK ETF TR
$258K
ARKGARK ETF TR
$257K
OTISOTIS WORLDWIDE CORP
$256K
TSCOTRACTOR SUPPLY CO
$255K
JPMBJ P MORGAN EXCHANGE TRADED F
$253K
VSSVANGUARD INTL EQUITY INDEX F
$253K
ARKQARK ETF TR
$251K
XLGINVESCO EXCHANGE TRADED FD T
$249K
RIVNRIVIAN AUTOMOTIVE INC
$249K
EIXEDISON INTL
$247K
HDBHDFC BANK LTD
$246K
XYZBLOCK INC
$244K
PreviousPage 8 of 9Next