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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 6 of 25  ·  490 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IEI ISHARES TR 42,882.0 $5.1M 0.16% -616.0 -1.4% $119.35 -1.8%
102 DE DEERE & CO Industrials 10,678.0 $5.0M 0.16% -541.0 -4.8% $465.58 +14.1%
103 BUFR FIRST TR EXCHNG TRADED FD VI 144,861.0 $5.0M 0.16% -41K -22.1% $34.26 +5.7%
104 DFIS DIMENSIONAL ETF TRUST 145,965.0 $4.8M 0.15% -36K -19.8% $32.94 +10.0%
105 HON HONEYWELL INTL INC Industrials 24,299.0 $4.7M 0.15% -2K -6.1% $195.09 +14.7%
106 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 51,275.0 $4.7M 0.15% -6K -11.1% $91.21 +1.2%
107 CRM SALESFORCE INC Technology 17,355.0 $4.6M 0.15% -2K -10.9% $264.91 -33.4%
108 MCD MCDONALDS CORP Consumer Cyclical 14,947.0 $4.6M 0.15% -2K -11.7% $305.64 -7.0%
109 KLAC KLA CORP Technology 3,744.0 $4.5M 0.15% -360.0 -8.8% $1214.94 +51.6%
110 XME SPDR SERIES TRUST 43,002.0 $4.5M 0.14% -6K -11.8% $103.61 +11.4%
111 LMT LOCKHEED MARTIN CORP Industrials 9,126.0 $4.4M 0.14% -2K -17.6% $483.68 +8.1%
112 CGUS CAPITAL GROUP CORE EQUITY ET 109,534.0 $4.4M 0.14% -73K -39.9% $40.23 +8.4%
113 UNH UNITEDHEALTH GROUP INC Healthcare 13,317.0 $4.4M 0.14% -512.0 -3.7% $330.11 +16.1%
114 ROP ROPER TECHNOLOGIES INC Industrials 9,755.0 $4.3M 0.14% -1K -10.1% $445.14 -26.1%
115 MRK MERCK & CO INC Healthcare 41,080.0 $4.3M 0.14% -3K -6.3% $105.26 +10.1%
116 VPL VANGUARD INTL EQUITY INDEX F 46,726.0 $4.2M 0.14% -586.0 -1.2% $90.40 +24.4%
117 GS GOLDMAN SACHS GROUP INC Financial Services 4,803.0 $4.2M 0.14% -122.0 -2.5% $879.06 +12.4%
118 ISRG INTUITIVE SURGICAL INC Healthcare 7,342.0 $4.2M 0.13% -4K -36.1% $566.35 -22.3%
119 AMD ADVANCED MICRO DEVICES INC Technology 19,127.0 $4.1M 0.13% -777.0 -3.9% $214.16 +109.9%
120 WM WASTE MGMT INC DEL Industrials 18,504.0 $4.1M 0.13% -534.0 -2.8% $219.71 -0.1%
Page 6 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%