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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 25  ·  490 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MU MICRON TECHNOLOGY INC Technology 5,560.0 $1.6M 0.05% -1K -15.6% $285.41 +167.0%
222 EVRG EVERGY INC Utilities 21,732.0 $1.6M 0.05% -488.0 -2.2% $72.49 +15.4%
223 APP APPLOVIN CORP Technology 2,298.0 $1.5M 0.05% -1K -36.0% $673.82 -27.9%
224 FPE FIRST TR EXCH TRADED FD III 84,299.0 $1.5M 0.05% -2K -2.7% $18.22 -1.8%
225 JAAA JANUS DETROIT STR TR 30,172.0 $1.5M 0.05% -21K -40.5% $50.58 +0.2%
226 MSI MOTOROLA SOLUTIONS INC Technology 3,975.0 $1.5M 0.05% -517.0 -11.5% $383.35 +4.4%
227 XMMO INVESCO EXCHANGE TRADED FD T 10,940.0 $1.5M 0.05% -1K -8.6% $138.45 +18.0%
228 QUAL ISHARES TR 7,507.0 $1.5M 0.05% -115.0 -1.5% $198.62 +7.1%
229 MCHP MICROCHIP TECHNOLOGY INC. Technology 23,305.0 $1.5M 0.05% -572.0 -2.4% $63.72 +43.0%
230 ESGU ISHARES TR 9,884.0 $1.5M 0.05% -15K -61.0% $148.98 +8.7%
231 GSIE GOLDMAN SACHS ETF TR 33,756.0 $1.4M 0.05% -23K -40.9% $42.94 +6.7%
232 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2,487.0 $1.4M 0.05% -36.0 -1.4% $580.64 -25.4%
233 TRV TRAVELERS COMPANIES INC Financial Services 4,971.0 $1.4M 0.05% -582.0 -10.5% $290.04 +5.8%
234 GLW CORNING INC Technology 16,301.0 $1.4M 0.05% -6K -25.2% $87.56 +119.2%
235 SMH VANECK ETF TRUST 3,951.0 $1.4M 0.05% -541.0 -12.0% $360.10 +57.6%
236 XBI SPDR SERIES TRUST 11,593.0 $1.4M 0.04% -145.0 -1.2% $121.93 +8.9%
237 PSX PHILLIPS 66 Energy 10,919.0 $1.4M 0.04% -891.0 -7.5% $129.04 +39.0%
238 CEG CONSTELLATION ENERGY CORP Utilities 3,958.0 $1.4M 0.04% -292.0 -6.9% $353.26 -19.1%
239 GSSC GOLDMAN SACHS ETF TR 18,449.0 $1.4M 0.04% -16K -45.9% $75.63 +9.7%
240 COP CONOCOPHILLIPS Energy 14,894.0 $1.4M 0.04% -2K -14.2% $93.61 +28.8%
Page 12 of 25  ·  490 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%