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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 40 of 47  ·  932 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 DHR DANAHER CORPORATION Healthcare 1,315.0 $301K 0.01% -1K -48.1% $228.90 -24.3%
782 FDVV FIDELITY COVINGTON TRUST 5,303.0 $301K 0.01% +149.0 +2.9% $56.70 +6.1%
783 EL LAUDER ESTEE COS INC Consumer Defensive 2,861.0 $300K 0.01% NEW $104.71 -24.6%
784 UUUU ENERGY FUELS INC Energy 20,582.0 $299K 0.01% $14.54 +15.4%
785 RJF RAYMOND JAMES FINL INC Financial Services 1,863.0 $299K 0.01% -22.0 -1.2% $160.60 -5.3%
786 VFMF VANGUARD WELLINGTON FD 1,984.0 $299K 0.01% +98.0 +5.2% $150.72 +12.1%
787 OXY OCCIDENTAL PETE CORP Energy 7,270.0 $299K 0.01% -677.0 -8.5% $41.12 +43.1%
788 LALT FIRST TR EXCHNG TRADED FD VI 13,090.0 $298K 0.01% -640.0 -4.7% $22.79 +8.9%
789 THC TENET HEALTHCARE CORP Healthcare 1,492.0 $296K 0.01% -117.0 -7.3% $198.72 -5.7%
790 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,326.0 $296K 0.01% -103.0 -7.2% $223.23 -32.8%
791 ANGL VANECK ETF TRUST 9,987.0 $293K 0.01% +1K +11.9% $29.37 -1.2%
792 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,101.0 $290K 0.01% -213.0 -9.2% $137.83 -1.3%
793 FPXI FIRST TR EXCHANGE TRADED FD 4,891.0 $289K 0.01% -102.0 -2.0% $59.14 +25.8%
794 VLU SPDR SERIES TRUST 1,363.0 $287K 0.01% +61.0 +4.7% $210.71 +11.1%
795 CARR CARRIER GLOBAL CORPORATION Industrials 5,415.0 $286K 0.01% +87.0 +1.6% $52.84 +17.7%
796 SCHE SCHWAB STRATEGIC TR 8,687.0 $284K 0.01% -2K -20.8% $32.75 +8.6%
797 XCCC BONDBLOXX ETF TRUST 7,464.0 $284K 0.01% +996.0 +15.4% $38.03 -3.3%
798 MOAT VANECK ETF TRUST 2,738.0 $284K 0.01% -225K -98.8% $103.56 -2.3%
799 MLM MARTIN MARIETTA MATLS INC Basic Materials 453.0 $282K 0.01% -27.0 -5.6% $622.66 -13.6%
800 SUSA ISHARES TR 2,021.0 $282K 0.01% -25.0 -1.2% $139.36 +8.1%
Page 40 of 47  ·  932 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%