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Dynamic Advisors Solutions

Latest statistics and disclosures from Dynamic Advisor Solutions's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, QQQ, MSFT, IVV, SPLG, and represent 10.92% of Dynamic Advisor Solutions's stock portfolio.
Added to shares of these 10 stocks: IJH (+$19M), VTV (+$11M), KEYS (+$7.1M), BIL (+$6.0M), WMT (+$5.9M), SOXX, SPIB, FBND, DFCF, AOA.
Started 74 new stock positions in BKR, TBIL, MYPS, ERIC, MSCI, GM, ANET, APO, TG, AIQ.
Reduced shares in these 10 stocks: FVD (-$9.4M), AOR, GLD, SCHO, CCI, FTCS, ISTB, CRM, UTWO, BRK.A.
Sold out of its positions in BIDU, CHTR, CMA, CAG, FNGG, Dish Network Corp note 2.375% 3/1, DLTR, ENPH, LIT, HIVE.
Dynamic Advisor Solutions was a net buyer of stock by $106M.
Dynamic Advisor Solutions has $3.0B in assets under management (AUM), dropping by 10.37%.
Central Index Key (CIK): 0001599747

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Portfolio Holdings for Dynamic Advisor Solutions

Dynamic Advisor Solutions holds 932 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Dynamic Advisor Solutions has 932 total positions. Only the first 250 positions are shown.

Sign up to view all of the Dynamic Advisor Solutions March 31, 2024 positions
Download the Dynamic Advisor Solutions March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	2.8	$84M	+2%	490k	171.48	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.5	$75M		168k	444.01	View chart
Microsoft Corporation (MSFT)	2.2	$67M		159k	420.72	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$55M	+4%	104k	525.73	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.5	$44M		716k	61.53	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.3	$38M	+7%	362k	103.79	View chart
NVIDIA Corporation (NVDA)	1.2	$36M		39k	903.55	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$35M	+6%	133k	259.90	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.2	$34M	+12%	755k	45.31	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	1.1	$32M	+3%	554k	57.38	View chart
Amazon (AMZN)	0.9	$28M	-6%	156k	180.38	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$26M		352k	74.22	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.8	$25M	-2%	399k	62.06	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.8	$25M	+6%	433k	56.98	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.8	$25M	+6%	339k	72.63	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.8	$24M		136k	179.11	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$24M	+408%	397k	60.74	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$24M	-5%	46k	523.08	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.8	$23M	+15%	552k	41.95	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.8	$22M	+23%	684k	32.69	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.7	$22M	+6%	697k	31.95	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.7	$22M	-4%	264k	81.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$21M	+2%	142k	150.93	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$20M	-13%	99k	205.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$20M	+9%	46k	420.52	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$19M	+5%	390k	49.24	View chart
JPMorgan Chase & Co. (JPM)	0.6	$19M		94k	200.30	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$18M		166k	110.52	View chart
Broadcom (AVGO)	0.6	$18M		14k	1325.45	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$17M	+9%	224k	77.31	View chart
Costco Wholesale Corporation (COST)	0.6	$17M	+5%	24k	732.62	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.6	$17M	+10%	190k	89.90	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.6	$17M	+10%	351k	48.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$17M	-5%	35k	480.70	View chart
Chevron Corporation (CVX)	0.6	$16M	+9%	104k	157.74	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$16M	+194%	100k	162.86	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.5	$16M	+7%	644k	24.60	View chart
Home Depot (HD)	0.5	$16M		41k	383.60	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$16M	+3%	270k	58.06	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.5	$16M		281k	55.23	View chart
Meta Platforms Cl A (META)	0.5	$16M		32k	485.58	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$15M		303k	50.17	View chart
Tesla Motors (TSLA)	0.5	$15M		85k	175.79	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.5	$15M	+16%	411k	35.61	View chart
Ishares Emng Mkts Eqt (EMGF)	0.5	$15M	+4%	327k	44.54	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.5	$14M	+5%	480k	29.77	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	0.5	$14M	+23%	504k	28.08	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.5	$14M		277k	50.45	View chart
Sherwin-Williams Company (SHW)	0.5	$14M		40k	347.33	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$13M		301k	41.77	View chart
UnitedHealth (UNH)	0.4	$12M	+13%	25k	494.69	View chart
Cisco Systems (CSCO)	0.4	$12M	+2%	248k	49.91	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$12M		54k	228.59	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.4	$12M	+7%	130k	94.86	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$12M	+27%	57k	210.30	View chart
Eli Lilly & Co. (LLY)	0.4	$12M	+2%	15k	777.97	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$12M	-4%	206k	57.86	View chart
Abbvie (ABBV)	0.4	$12M	-3%	65k	182.10	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.4	$12M	+7%	251k	46.19	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$12M	+14%	121k	94.62	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$11M		45k	249.86	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.4	$11M	+6%	146k	76.09	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$11M	+6%	365k	30.22	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$11M		72k	152.26	View chart
Visa Com Cl A (V)	0.4	$11M	+4%	38k	279.08	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.4	$11M	+6%	254k	42.11	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.4	$11M	-14%	106k	100.54	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$11M	+5%	170k	62.34	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.4	$11M	+6%	184k	57.05	View chart
Invesco Actively Managed Etf Total Return (GTO)	0.4	$11M	+9%	224k	46.81	View chart
Flexshares Tr Glb Qlt R/e Idx (GQRE)	0.4	$10M	+7%	184k	56.81	View chart
Ishares Tr Exponential Tech (XT)	0.3	$10M	+7%	174k	59.62	View chart
Merck & Co (MRK)	0.3	$10M	+6%	78k	131.95	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$10M		206k	49.19	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$10M	+32%	173k	57.96	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$9.9M	+6%	92k	107.60	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.3	$9.9M	+4%	251k	39.28	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$9.5M	+2%	56k	169.37	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.3	$9.3M	-3%	71k	131.24	View chart
Mastercard Incorporated Cl A (MA)	0.3	$9.2M		19k	481.56	View chart
Wal-Mart Stores (WMT)	0.3	$9.2M	+173%	153k	60.17	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$9.2M	+6%	224k	40.90	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$9.0M	+7%	112k	80.63	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.3	$8.9M	+6%	188k	47.04	View chart
Caterpillar (CAT)	0.3	$8.7M	+2%	24k	366.43	View chart
Pepsi (PEP)	0.3	$8.7M	+13%	50k	175.01	View chart
Johnson & Johnson (JNJ)	0.3	$8.5M	-4%	54k	158.19	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$8.4M	-4%	341k	24.72	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$8.3M		92k	90.44	View chart
Keysight Technologies (KEYS)	0.3	$8.1M	+693%	52k	156.38	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.3	$8.1M	+5%	176k	45.94	View chart
Union Pacific Corporation (UNP)	0.3	$7.9M	-7%	32k	245.93	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.3	$7.8M	+12%	165k	47.06	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$7.8M		84k	92.72	View chart
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)	0.3	$7.5M	-14%	212k	35.47	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$7.5M	-25%	156k	48.21	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$7.5M	+7%	146k	51.28	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$7.5M	+2%	144k	51.60	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$7.4M	+9%	21k	346.61	View chart
Dbx Etf Tr Xtrack Msci All (DBAW)	0.2	$7.2M	-8%	219k	32.82	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$7.1M	+11%	34k	208.27	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$7.1M		181k	39.02	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$7.0M		61k	114.96	View chart
Texas Instruments Incorporated (TXN)	0.2	$6.9M	+7%	40k	174.21	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.2	$6.9M	+35%	69k	99.14	View chart
Emerson Electric (EMR)	0.2	$6.9M	+3%	61k	113.42	View chart
Sypris Solutions (SYPR)	0.2	$6.9M	+3%	4.3M	1.59	View chart
Intuit (INTU)	0.2	$6.7M		10k	649.98	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$6.7M	+3%	88k	76.67	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$6.7M	-7%	101k	65.65	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$6.6M	-17%	68k	97.94	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.2	$6.6M	+5%	210k	31.61	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$6.6M		82k	80.51	View chart
Exxon Mobil Corporation (XOM)	0.2	$6.6M		57k	116.24	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$6.5M	+277%	29k	225.92	View chart
Northrop Grumman Corporation (NOC)	0.2	$6.5M	-7%	14k	478.64	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$6.5M		62k	104.73	View chart
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)	0.2	$6.5M		137k	47.18	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.2	$6.5M	+6%	264k	24.48	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$6.4M	+5%	81k	79.91	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$6.4M	-8%	20k	320.59	View chart
Amgen (AMGN)	0.2	$6.4M		23k	284.32	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$6.3M	-17%	57k	110.54	View chart
Netflix (NFLX)	0.2	$6.3M	-12%	10k	607.33	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$6.3M	+6%	35k	182.61	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.2	$6.3M	+3%	47k	132.98	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$6.3M		52k	120.99	View chart
McDonald's Corporation (MCD)	0.2	$6.2M		22k	281.95	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$6.2M	+2747%	68k	91.80	View chart
salesforce (CRM)	0.2	$6.2M	-23%	21k	301.18	View chart
Walt Disney Company (DIS)	0.2	$6.0M	-23%	49k	122.36	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$6.0M	-4%	187k	32.23	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.2	$6.0M		183k	32.68	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$6.0M	+14%	113k	52.87	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$5.9M		17k	337.05	View chart
Southern Company (SO)	0.2	$5.9M	+6%	82k	71.74	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$5.8M	+7%	114k	50.60	View chart
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT)	0.2	$5.7M	+9%	235k	24.39	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$5.7M	-17%	105k	54.24	View chart
Advanced Micro Devices (AMD)	0.2	$5.7M	+35%	32k	180.49	View chart
Roper Industries (ROP)	0.2	$5.7M	-3%	10k	560.83	View chart
Thomson Reuters Corp. (TRI)	0.2	$5.7M		36k	155.83	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$5.6M	+5%	114k	48.77	View chart
T Rowe Price Etf Price Eqt Income (TEQI)	0.2	$5.5M		139k	39.64	View chart
EOG Resources (EOG)	0.2	$5.5M	+17%	43k	127.84	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$5.5M	-5%	16k	344.21	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$5.5M	+12%	95k	57.57	View chart
Procter & Gamble Company (PG)	0.2	$5.4M	-7%	33k	162.25	View chart
Pioneer Natural Resources (PXD)	0.2	$5.4M	+12%	21k	262.50	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$5.4M	-13%	66k	81.78	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$5.4M	+4%	151k	35.71	View chart
Honeywell International (HON)	0.2	$5.4M		26k	205.25	View chart
BlackRock (BLK)	0.2	$5.3M	-17%	6.4k	833.75	View chart
Verizon Communications (VZ)	0.2	$5.3M		127k	41.96	View chart
Lockheed Martin Corporation (LMT)	0.2	$5.3M	-10%	12k	454.86	View chart
Digital Realty Trust (DLR)	0.2	$5.2M	+21%	36k	144.04	View chart
Adobe Systems Incorporated (ADBE)	0.2	$5.2M	+8%	10k	504.60	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.2	$5.2M		198k	26.09	View chart
Lamar Advertising Cl A (LAMR)	0.2	$5.1M	+6%	43k	119.41	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$5.1M	-9%	88k	58.59	View chart
Deere & Company (DE)	0.2	$5.1M	+8%	12k	410.74	View chart
Coca-Cola Company (KO)	0.2	$5.0M	+9%	82k	61.18	View chart
D.R. Horton (DHI)	0.2	$5.0M	+8%	31k	164.55	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.2	$5.0M	+2%	243k	20.65	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$4.9M	-4%	65k	76.36	View chart
General Mills (GIS)	0.2	$4.9M	+18%	70k	69.97	View chart
Etf Ser Solutions Netlease Corp (NETL)	0.2	$4.9M	+2%	206k	23.74	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.2	$4.9M	+4%	117k	41.59	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.2	$4.9M		85k	57.54	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.2	$4.8M	+10%	111k	43.60	View chart
Gilead Sciences (GILD)	0.2	$4.8M		66k	73.25	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$4.8M	+3%	42k	115.30	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.2	$4.8M		54k	89.29	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$4.8M	+10%	177k	26.94	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$4.7M	-31%	55k	85.65	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$4.7M		98k	47.89	View chart
O'reilly Automotive (ORLY)	0.2	$4.7M	+3%	4.2k	1128.88	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.2	$4.7M	+10%	209k	22.37	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$4.6M		16k	288.04	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$4.6M	+14%	91k	50.69	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)	0.1	$4.4M	+5%	157k	27.96	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.1	$4.4M	+6%	56k	78.71	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$4.4M	-31%	92k	47.44	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$4.3M	-29%	11k	397.78	View chart
Boston Scientific Corporation (BSX)	0.1	$4.3M		63k	68.49	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$4.3M	-23%	50k	86.48	View chart
Bank of America Corporation (BAC)	0.1	$4.3M		113k	37.92	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.1	$4.2M	-28%	177k	23.75	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$4.1M	+315%	57k	73.46	View chart
Paychex (PAYX)	0.1	$4.1M	+20%	34k	122.80	View chart
Waste Management (WM)	0.1	$4.0M	+8%	19k	213.15	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$4.0M	-14%	43k	94.41	View chart
Intuitive Surgical Com New (ISRG)	0.1	$4.0M	+14%	10k	399.07	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$3.9M	+2%	77k	50.74	View chart
Raytheon Technologies Corp (RTX)	0.1	$3.9M	-5%	40k	97.53	View chart
Comcast Corp Cl A (CMCSA)	0.1	$3.8M		89k	43.35	View chart
Boeing Company (BA)	0.1	$3.8M	-16%	20k	192.99	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$3.8M	+9%	167k	22.77	View chart
Qualcomm (QCOM)	0.1	$3.7M	-8%	22k	169.30	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.1	$3.7M	+9%	69k	53.95	View chart
Intel Corporation (INTC)	0.1	$3.7M		83k	44.17	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$3.7M	-4%	48k	76.03	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$3.6M	+24%	63k	58.07	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$3.6M	+59%	74k	48.99	View chart
Unilever Spon Adr New (UL)	0.1	$3.6M	+5%	73k	50.19	View chart
Abbott Laboratories (ABT)	0.1	$3.6M	-31%	32k	113.66	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$3.6M	+24%	40k	91.86	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$3.6M	+6%	34k	105.27	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$3.6M	+4%	200k	17.91	View chart
Eaton Corp SHS (ETN)	0.1	$3.6M	-3%	11k	312.68	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$3.5M	-9%	19k	186.87	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$3.5M	+5%	154k	22.75	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$3.5M	+2%	101k	34.29	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$3.5M	-9%	23k	147.73	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$3.4M		45k	75.98	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.1	$3.4M	+3%	100k	34.20	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$3.4M	+9%	87k	38.88	View chart
Waters Corporation (WAT)	0.1	$3.4M	+22%	9.8k	344.23	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$3.4M	+3%	44k	76.19	View chart
International Business Machines (IBM)	0.1	$3.3M	-16%	18k	190.95	View chart
General Electric Com New (GE)	0.1	$3.3M	+13%	19k	175.53	View chart
Altria (MO)	0.1	$3.3M	+3%	76k	43.62	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$3.3M	+41%	28k	115.81	View chart
Pfizer (PFE)	0.1	$3.3M	-35%	119k	27.75	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$3.3M	-5%	32k	101.50	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$3.3M	+18%	77k	42.42	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$3.3M	+10%	131k	25.06	View chart
CVS Caremark Corporation (CVS)	0.1	$3.2M	-27%	40k	79.76	View chart
Anthem (ELV)	0.1	$3.2M	+38%	6.2k	518.52	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$3.2M	+7%	64k	49.95	View chart
Spdr Ser Tr S&p Oilgas Exp (XOP)	0.1	$3.1M	+76%	20k	154.93	View chart
Fidelity National Financial Fnf Group Com (FNF)	0.1	$3.1M		59k	53.10	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$3.1M	+2%	46k	67.86	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$3.1M	+6%	96k	32.23	View chart
At&t (T)	0.1	$3.1M		175k	17.60	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$3.1M	-4%	75k	40.93	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$3.1M	+11%	23k	131.93	View chart
Palo Alto Networks (PANW)	0.1	$3.1M	+233%	11k	284.13	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$3.0M	+128%	72k	41.84	View chart
S&p Global (SPGI)	0.1	$3.0M	+4%	7.1k	425.44	View chart
Novo-nordisk A S Adr (NVO)	0.1	$3.0M	-21%	23k	128.40	View chart
Spdr Ser Tr Russell Low Vol (ONEV)	0.1	$3.0M	+13%	24k	124.18	View chart
TJX Companies (TJX)	0.1	$3.0M	+12%	29k	101.42	View chart
American Tower Reit (AMT)	0.1	$2.9M	+4%	15k	197.59	View chart
American Express Company (AXP)	0.1	$2.9M	+86%	13k	227.69	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$2.9M	-11%	59k	49.22	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.1	$2.9M		195k	14.87	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.1	$2.9M		44k	65.55	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.1	$2.9M		132k	21.72	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.9M	-23%	4.9k	581.19	View chart

Past Filings by Dynamic Advisor Solutions

SEC 13F filings are viewable for Dynamic Advisor Solutions going back to 2013

Dynamic Advisor Solutions 2024 Q1 filed April 12, 2024
Dynamic Advisor Solutions 2023 Q4 filed Jan. 10, 2024
Dynamic Advisor Solutions 2023 Q3 filed Oct. 11, 2023
Dynamic Advisor Solutions 2023 Q2 filed Aug. 3, 2023
Dynamic Advisor Solutions 2023 Q1 filed April 11, 2023
Dynamic Advisor Solutions 2022 Q4 filed Jan. 13, 2023
Dynamic Advisor Solutions 2022 Q3 filed Oct. 20, 2022
Dynamic Advisor Solutions 2022 Q2 filed July 27, 2022
Dynamic Advisor Solutions 2022 Q1 filed April 11, 2022
Dynamic Advisor Solutions 2021 Q4 filed Jan. 26, 2022
Dynamic Advisor Solutions 2021 Q3 filed Oct. 28, 2021
Dynamic Advisor Solutions 2021 Q2 filed Aug. 10, 2021
Dynamic Advisor Solutions 2021 Q1 filed April 27, 2021
Dynamic Advisor Solutions 2020 Q4 filed Feb. 3, 2021
Dynamic Advisor Solutions 2020 Q3 filed Oct. 27, 2020
Dynamic Advisor Solutions 2020 Q2 filed Aug. 5, 2020

View all past filings

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