Dynamic Advisor Solutions LLC Q2 2025 Filing

Filed July 9, 2025

Portfolio Value

$3.2T

Holdings

897

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (897 positions)

#StockSharesValue% PortfolioType
101
VYMVANGUARD WHITEHALL FDS
57,924$7.7B0.24%
102
PEPPEPSICO INC
57,261$7.6B0.23%
103
BLKBLACKROCK INC
7,158$7.5B0.23%
104
DONWISDOMTREE TR
148,454$7.4B0.23%
105
RSPINVESCO EXCHANGE TRADED FD T
40,682$7.4B0.23%
106
INTUINTUIT
9,251$7.3B0.23%
107
UNPUNION PAC CORP
31,000$7.1B0.22%
108
JEPQJ P MORGAN EXCHANGE TRADED F
129,696$7.1B0.22%
109
TRITHOMSON REUTERS CORP
34,789$7.0B0.22%
110
CGUSCAPITAL GROUP CORE EQUITY ET
184,004$6.8B0.21%
111
PANWPALO ALTO NETWORKS INC
33,076$6.8B0.21%
112
FIXDFIRST TR EXCHNG TRADED FD VI
153,087$6.7B0.21%
113
HYLBDBX ETF TR
181,140$6.7B0.21%
114
ADBEADOBE INC
17,243$6.7B0.21%
115
PFFISHARES TR
214,229$6.6B0.20%
116
SPGIS&P GLOBAL INC
12,456$6.6B0.20%
117
FRELFIDELITY COVINGTON TRUST
240,990$6.5B0.20%
118
XLUSELECT SECTOR SPDR TR
79,463$6.5B0.20%
119
AMGNAMGEN INC
22,995$6.4B0.20%
120
IAGGISHARES TR
124,745$6.4B0.20%
121
IWDISHARES TR
32,772$6.4B0.20%
122
NOCNORTHROP GRUMMAN CORP
12,718$6.4B0.20%
123
BSVVANGUARD BD INDEX FDS
78,605$6.2B0.19%
124
SCHOSCHWAB STRATEGIC TR
253,610$6.2B0.19%
125
BUFRFIRST TR EXCHNG TRADED FD VI
193,290$6.1B0.19%
126
FQIDIGITAL RLTY TR INC
35,238$6.1B0.19%
127
IQLTISHARES TR
141,141$6.1B0.19%
128
GILDGILEAD SCIENCES INC
54,886$6.1B0.19%
129
VUGVANGUARD INDEX FDS
13,848$6.1B0.19%
130
ONEVSPDR SERIES TRUST
46,832$6.0B0.19%
131
ASTSAST SPACEMOBILE INC
128,796$6.0B0.19%
132
FNDCSCHWAB STRATEGIC TR
142,753$6.0B0.19%
133
ROPROPER TECHNOLOGIES INC
10,508$6.0B0.18%
134
XLFISELECT SECTOR SPDR TR
73,153$5.9B0.18%
135
ISRGINTUITIVE SURGICAL INC
10,884$5.9B0.18%
136
CGDGCAPITAL GROUP DIVIDEND VALUE
149,492$5.9B0.18%
137
PWBINVESCO EXCHANGE TRADED FD T
49,788$5.8B0.18%
138
VPLSVANGUARD MALVERN FDS
74,600$5.8B0.18%
139
VOVANGUARD INDEX FDS
20,724$5.8B0.18%
140
DEDEERE & CO
11,355$5.8B0.18%
141
SOXXISHARES TR
23,934$5.7B0.18%
142
LAMRLAMAR ADVERTISING CO NEW
46,256$5.6B0.17%
143
NETLETF SER SOLUTIONS
229,706$5.6B0.17%
144
TAXFAMERICAN CENTY ETF TR
113,495$5.6B0.17%
145
HONHONEYWELL INTL INC
23,523$5.5B0.17%
146
CRMSALESFORCE INC
19,819$5.4B0.17%
147
IWFISHARES TR
12,712$5.4B0.17%
148
DFISDIMENSIONAL ETF TRUST
177,754$5.3B0.16%
149
KOCOCA COLA CO
74,869$5.3B0.16%
150
VIGVANGUARD SPECIALIZED FUNDS
25,790$5.3B0.16%
151
ORLYOREILLY AUTOMOTIVE INC
57,949$5.2B0.16%
152
ABTABBOTT LABS
38,392$5.2B0.16%
153
AXPAMERICAN EXPRESS CO
16,332$5.2B0.16%
154
LMTLOCKHEED MARTIN CORP
11,136$5.2B0.16%
155
CGCBCAPITAL GRP FIXED INCM ETF T
195,948$5.2B0.16%
156
GEGE AEROSPACE
19,798$5.1B0.16%
157
RTXRTX CORPORATION
34,812$5.1B0.16%
158
BACVERIZON COMMUNICATIONS INC
117,036$5.1B0.16%
159
BACBANK AMERICA CORP
106,811$5.1B0.16%
160
ICSHISHARES TR
99,128$5.0B0.16%
161
ICVTISHARES TR
55,592$5.0B0.15%
162
MCDMCDONALDS CORP
16,823$4.9B0.15%
163
XLYSELECT SECTOR SPDR TR
22,510$4.9B0.15%
164
PAYXPAYCHEX INC
33,498$4.9B0.15%
165
DISDISNEY WALT CO
39,020$4.8B0.15%
166
IEIISHARES TR
40,433$4.8B0.15%
167
QYLDGLOBAL X FDS
286,677$4.8B0.15%
168
DWDMORGAN STANLEY
33,749$4.8B0.15%
169
WCMIFIRST TR EXCHANGE-TRADED FD
296,866$4.7B0.15%
170
TFLOISHARES TR
90,818$4.6B0.14%
171
VGSHVANGUARD SCOTTSDALE FDS
77,749$4.6B0.14%
172
AXONAXON ENTERPRISE INC
5,511$4.6B0.14%
173
MLPXGLOBAL X FDS
71,441$4.5B0.14%
174
PGPROCTER AND GAMBLE CO
28,000$4.5B0.14%
175
INGING GROEP N.V.
203,856$4.5B0.14%
176
TAT&T INC
152,898$4.4B0.14%
177
UNHUNITEDHEALTH GROUP INC
14,171$4.4B0.14%
178
GEVGE VERNOVA INC
8,307$4.4B0.14%
179
EOGEOG RES INC
36,685$4.4B0.14%
180
SCHRSCHWAB STRATEGIC TR
174,175$4.4B0.13%
181
AQLTISHARES TR
188,531$4.3B0.13%
182
CSBVICTORY PORTFOLIOS II
78,103$4.3B0.13%
183
WMWASTE MGMT INC DEL
18,849$4.3B0.13%
184
AMTAMERICAN TOWER CORP NEW
19,330$4.3B0.13%
185
OWLBLUE OWL CAPITAL INC
219,488$4.2B0.13%
186
TEQIT ROWE PRICE ETF INC
99,044$4.2B0.13%
187
4I1PHILIP MORRIS INTL INC
23,124$4.2B0.13%
188
MOALTRIA GROUP INC
71,458$4.2B0.13%
189
PEGPUBLIC SVC ENTERPRISE GRP IN
49,637$4.2B0.13%
190
SDVYFIRST TR EXCHANGE-TRADED FD
117,853$4.2B0.13%
191
BITOPROSHARES TR
193,218$4.2B0.13%
192
DONSPDR DOW JONES INDL AVERAGE
9,176$4.0B0.12%
193
SDOGALPS ETF TR
69,789$4.0B0.12%
194
FTCSFIRST TR EXCHANGE-TRADED FD
43,331$3.9B0.12%
195
ULUNILEVER PLC
64,131$3.9B0.12%
196
CGMSCAPITAL GRP FIXED INCM ETF T
141,617$3.9B0.12%
197
VPLVANGUARD INTL EQUITY INDEX F
47,343$3.9B0.12%
198
TSMTAIWAN SEMICONDUCTOR MFG LTD
17,113$3.9B0.12%
199
DIVOAMPLIFY ETF TR
90,734$3.9B0.12%
200
QQQMINVESCO EXCH TRADED FD TR II
16,955$3.9B0.12%
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