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Portfolio (Quarterly) Guide ↗

Dynamic Advisor Solutions LLC

· CIK 0001599747
13F Portfolio $3.1B AUM 932 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 79 New 277 Added 490 Reduced 79 Exited
Page 12 of 14  ·  277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CBRE CBRE GROUP INC Real Estate 2,393.0 $385K 0.01% +181.0 +8.2% $160.79 -18.5%
222 HFXI NEW YORK LIFE INVESTMENTS ET 11,776.0 $382K 0.01% +508.0 +4.5% $32.45 +14.3%
223 CLM CORNERSTONE STRATEGIC INVEST Financial Services 44,746.0 $374K 0.01% +6K +14.9% $8.36 -9.9%
224 MPLX MPLX LP Energy 6,883.0 $367K 0.01% +164.0 +2.4% $53.37 +4.2%
225 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,486.0 $364K 0.01% +60.0 +2.5% $146.58 -10.3%
226 VPU VANGUARD WORLD FD 1,949.0 $361K 0.01% +720.0 +58.6% $185.06 +5.3%
227 EATON VANCE TAX-MANAGED BUY- 24,711.0 $355K 0.01% +472.0 +1.9% $14.36
228 OKLO OKLO INC Utilities 4,874.0 $350K 0.01% +569.0 +13.2% $71.76 -9.3%
229 MSD MORGAN STANLEY EMKT DBT FD I Financial Services 47,049.0 $348K 0.01% +2K +4.2% $7.39 -0.4%
230 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 57,849.0 $337K 0.01% +2K +4.2% $5.83 -21.6%
231 BSJR INVESCO EXCH TRD SLF IDX FD 14,873.0 $336K 0.01% +300.0 +2.1% $22.61 -1.1%
232 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,190.0 $332K 0.01% +70.0 +6.2% $278.86 -9.0%
233 SCHC SCHWAB STRATEGIC TR 7,281.0 $332K 0.01% +361.0 +5.2% $45.53 +10.3%
234 STE STERIS PLC Healthcare 1,305.0 $331K 0.01% +10.0 +0.8% $253.54 -14.8%
235 NUE NUCOR CORP Basic Materials 1,981.0 $323K 0.01% +10.0 +0.5% $163.09 +38.8%
236 PBP INVESCO EXCHANGE TRADED FD T 14,058.0 $321K 0.01% +204.0 +1.5% $22.83 -0.7%
237 JMEE J P MORGAN EXCHANGE TRADED F 4,889.0 $315K 0.01% +202.0 +4.3% $64.38 +13.2%
238 VFQY VANGUARD WELLINGTON FD 2,045.0 $314K 0.01% +451.0 +28.3% $153.41 +5.2%
239 IREN IREN LIMITED Financial Services 8,183.0 $309K 0.01% +3K +55.8% $37.77 +53.7%
240 IMCG ISHARES TR 3,861.0 $308K 0.01% +182.0 +5.0% $79.84 +13.4%
Page 12 of 14  ·  277 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.3%
Financial Services 20.1%
Consumer Cyclical 9.8%
Communication Services 8.3%
Industrials 8.3%
Healthcare 7.8%
Consumer Defensive 5.1%
Energy 3.8%
Utilities 2.9%
Real Estate 1.9%