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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 22 of 25  ·  490 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 FISV FISERV INC Technology 4,617.0 $310K 0.01% -1K -22.5% $67.17 -16.9%
422 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 16,097.0 $309K 0.01% -994.0 -5.8% $19.20 +5.2%
423 LUV SOUTHWEST AIRLS CO Industrials 7,459.0 $308K 0.01% -563.0 -7.0% $41.33 -1.3%
424 VXF VANGUARD INDEX FDS 1,474.0 $308K 0.01% -562.0 -27.6% $209.12 +9.3%
425 IWS ISHARES TR 2,166.0 $306K 0.01% -309.0 -12.5% $141.08 +11.7%
426 ARKG ARK ETF TR 10,469.0 $303K 0.01% -531.0 -4.8% $28.97 +5.4%
427 DVN DEVON ENERGY CORP NEW Energy 8,261.0 $303K 0.01% -1K -14.1% $36.63 +28.6%
428 MRVL MARVELL TECHNOLOGY INC Technology 3,559.0 $302K 0.01% -97.0 -2.6% $84.97 +124.4%
429 TDTT FLEXSHARES TR 12,535.0 $302K 0.01% -2K -14.3% $24.06 +0.7%
430 DHR DANAHER CORPORATION Healthcare 1,315.0 $301K 0.01% -1K -48.1% $228.90 -24.3%
431 RJF RAYMOND JAMES FINL INC Financial Services 1,863.0 $299K 0.01% -22.0 -1.2% $160.60 -5.3%
432 OXY OCCIDENTAL PETE CORP Energy 7,270.0 $299K 0.01% -677.0 -8.5% $41.12 +43.1%
433 LALT FIRST TR EXCHNG TRADED FD VI 13,090.0 $298K 0.01% -640.0 -4.7% $22.79 +8.9%
434 THC TENET HEALTHCARE CORP Healthcare 1,492.0 $296K 0.01% -117.0 -7.3% $198.72 -5.7%
435 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,326.0 $296K 0.01% -103.0 -7.2% $223.23 -32.8%
436 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,101.0 $290K 0.01% -213.0 -9.2% $137.83 -1.3%
437 FPXI FIRST TR EXCHANGE TRADED FD 4,891.0 $289K 0.01% -102.0 -2.0% $59.14 +25.8%
438 SCHE SCHWAB STRATEGIC TR 8,687.0 $284K 0.01% -2K -20.8% $32.75 +8.6%
439 MOAT VANECK ETF TRUST 2,738.0 $284K 0.01% -225K -98.8% $103.56 -2.3%
440 MLM MARTIN MARIETTA MATLS INC Basic Materials 453.0 $282K 0.01% -27.0 -5.6% $622.66 -13.6%
Page 22 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%