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
VOXVANGUARD WORLD FD
$243K
NUENUCOR CORP
$243K
WDCWESTERN DIGITAL CORP
$240K
PSEPINNOVATOR ETFS TRUST
$240K
PRUPRUDENTIAL FINL INC
$240K
ESGFLEXSHARES TR
$239K
VPUVANGUARD WORLD FD
$238K
WDAYWORKDAY INC
$238K
QGRWWISDOMTREE TR
$238K
XLRESELECT SECTOR SPDR TR
$238K
BSJRINVESCO EXCH TRD SLF IDX FD
$237K
JMOMJ P MORGAN EXCHANGE TRADED F
$236K
XLBSELECT SECTOR SPDR TR
$235K
FMHIFIRST TR EXCH TRADED FD III
$234K
MKLMARKEL GROUP INC
$234K
BSCTINVESCO EXCH TRD SLF IDX FD
$232K
SPYDSPDR SERIES TRUST
$231K
XCCCBONDBLOXX ETF TRUST
$231K
FTNTFORTINET INC
$229K
ORIOLD REP INTL CORP
$228K
FBTCFIDELITY WISE ORIGIN BITCOIN
$227K
TERTERADYNE INC
$226K
SCZISHARES TR
$225K
CHKPCHECK POINT SOFTWARE TECH LT
$224K
EFTEATON VANCE FLTING RATE INC
$223K
DUOLDUOLINGO INC
$223K
DFEMDIMENSIONAL ETF TRUST
$223K
IVOGVANGUARD ADMIRAL FDS INC
$222K
IWSISHARES TR
$221K
IDHQINVESCO EXCH TRADED FD TR II
$221K
SONYSONY GROUP CORP
$220K
SLYVSPDR SERIES TRUST
$218K
BSCVINVESCO EXCH TRD SLF IDX FD
$218K
DISVDIMENSIONAL ETF TRUST
$216K
LHLABCORP HOLDINGS INC
$215K
VTWOVANGUARD SCOTTSDALE FDS
$215K
SCHJSCHWAB STRATEGIC TR
$215K
RBARB GLOBAL INC
$214K
TWLOTWILIO INC
$213K
XARSPDR SERIES TRUST
$213K
VGSRMANAGER DIRECTED PORTFOLIOS
$212K
ITA*ISHARES TR
$210K
PKWINVESCO EXCHANGE TRADED FD T
$209K
BFLYBUTTERFLY NETWORK INC
$208K
SMLFISHARES TR
$206K
XBBBONDBLOXX ETF TRUST
$206K
ONEYSPDR SERIES TRUST
$206K
BBAIBIGBEAR AI HLDGS INC
$205K
SYYSYSCO CORP
$205K
FPXFIRST TR EXCHANGE-TRADED FD
$205K
IUSINVESCO EXCH TRD SLF IDX FD
$205K
AFLAFLAC INC
$204K
VEEVVEEVA SYS INC
$204K
IQDYFLEXSHARES TR
$204K
BSJQINVESCO EXCH TRD SLF IDX FD
$204K
MARMARRIOTT INTL INC NEW
$204K
IUSGISHARES TR
$202K
SMCISUPER MICRO COMPUTER INC
$202K
RSIRUSH STREET INTERACTIVE INC
$201K
STXSEAGATE TECHNOLOGY HLDNGS PL
$201K
AGNCAGNC INVT CORP
$199K
MGFMFS GOVT MKTS INCOME TR
$198K
HCATHEALTH CATALYST INC
$184K
BSLBLACKSTONE SENI FLTN RAT 202
$178K
ATNIATN INTL INC
$176K
CIKCREDIT SUISSE ASSET MGMT INC
$175K
FAXABRDN ASIA PACIFIC INCOME FU
$173K
OWNSTIDAL TRUST III
$172K
MUFGMITSUBISHI UFJ FINL GROUP IN
$167K
TSLLDIREXION SHS ETF TR
$163K
MCSEFRANKLIN TEMPLETON ETF TR
$161K
PKSTPEAKSTONE REALTY TRUST
$154K
VGMINVESCO TR INVT GRADE MUNS
$135K
NMZNUVEEN MUN HIGH INCOME OPPOR
$135K
GSBDGOLDMAN SACHS BDC INC
$135K
EVHEVOLENT HEALTH INC
$133K
EFRENERGY FUELS INC
$129K
ERCALLSPRING MULTI SECTOR INCOM
$118K
PPTPUTNAM PREMIER INCOME TR
$114K
JOBYJOBY AVIATION INC
$108K
BOSCBOS BETTER ONLINE SOLUTIONS
$105K
BUTIDAL TR II
$94K
NIMNUVEEN SELECT MAT MUN FD
$93K
WITWIPRO LTD
$92K
GUTGABELLI UTIL TR
$88K
CALYTOPGOLF CALLAWAY BRANDS CORP
$81K
CRNTCERAGON NETWORKS LTD
$57K
OPENOPENDOOR TECHNOLOGIES INC
$43K
PNBKPATRIOT NATL BANCORP INC
$31K
CCIVGBPLUCID GROUP INC
$23K
PHPNGALECTIN THERAPEUTICS INC
$21K
TOMZTOMI ENVIRONMENTAL SOLUTIONS
$12K
ZZFCARPARTS COM INC
$8K
IMUXIMMUNIC INC
$7K
NVTSNAVITAS SEMICONDUCTOR CORP
$4K
NPWR/WSNET POWER INC
$3K
HAINHAIN CELESTIAL GROUP INC
$2K
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