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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, IVV, MSFT, DFCF, and represent 11.82% of Dynamic Advisor Solutions's stock portfolio.
Added to shares of these 10 stocks: AVGO (+$19M), SPY (+$8.6M), GOVI (+$7.1M), DFCF (+$6.4M), ING, SDVY, PEG, IVV, BND, GTO.
Started 75 new stock positions in SDVY, AJUL, FNGU, RBLX, NDAQ, IUSG, ARKB, Innovator Etfs Trust, VRT, BINC.
Reduced shares in these 10 stocks: MFUS (-$6.5M), DES (-$6.0M), PYLD (-$5.7M), BOND, SPHD, CMF, QQQ, SLV, , DGRO.
Sold out of its positions in FAX, ARAY, A, AMH, AMKR, ANGO, ASRT, FNGS, BBY, BHP.
Dynamic Advisor Solutions was a net buyer of stock by $1.5M.
Dynamic Advisor Solutions has $3.3B in assets under management (AUM), dropping by 4.92%.
Central Index Key (CIK): 0001599747

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Portfolio Holdings for Dynamic Advisor Solutions

Dynamic Advisor Solutions holds 925 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Dynamic Advisor Solutions has 925 total positions. Only the first 250 positions are shown.

Sign up to view all of the Dynamic Advisor Solutions Sept. 30, 2024 positions
Download the Dynamic Advisor Solutions September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.3	$110M		488k	224.70	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.5	$82M	-3%	168k	488.07	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.2	$73M	+4%	127k	576.82	View chart
Microsoft Corporation (MSFT)	2.1	$69M		160k	430.30	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.8	$60M	+11%	1.4M	43.19	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.5	$51M		759k	67.51	View chart
NVIDIA Corporation (NVDA)	1.5	$49M	+2%	407k	121.44	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.3	$45M	+3%	957k	46.74	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.2	$40M		650k	62.20	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$37M		129k	283.16	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.1	$37M	+8%	485k	75.11	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.1	$36M	+3%	1.1M	34.29	View chart
Amazon (AMZN)	1.0	$34M	+2%	183k	186.33	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.0	$34M		299k	112.94	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$30M		474k	62.32	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.9	$29M	-2%	92k	314.39	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$29M	-6%	368k	78.05	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.8	$28M		408k	67.85	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.8	$27M	+5%	328k	83.09	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.8	$27M	+9%	801k	33.71	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.8	$26M	+11%	541k	48.30	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.8	$25M		134k	189.80	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$24M		144k	165.85	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$24M		97k	243.06	View chart
Tesla Motors (TSLA)	0.7	$23M	+3%	88k	261.63	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	0.7	$23M	+44%	787k	29.08	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.7	$23M		379k	60.20	View chart
Costco Wholesale Corporation (COST)	0.7	$23M		26k	886.51	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$21M		183k	116.96	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.6	$21M	+4%	841k	25.13	View chart
Broadcom (AVGO)	0.6	$21M	+827%	122k	172.50	View chart
Meta Platforms Cl A (META)	0.6	$21M	+4%	37k	572.44	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$20M	-9%	43k	460.26	View chart
JPMorgan Chase & Co. (JPM)	0.6	$20M	-2%	94k	210.86	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$20M	-6%	381k	51.50	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$20M		112k	174.57	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$19M		244k	79.42	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.6	$19M		197k	96.95	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$19M	+2%	587k	31.78	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.6	$19M	+8%	377k	49.04	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.5	$18M	+8%	481k	37.37	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$18M	+92%	62k	290.37	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$18M	+2%	337k	52.81	View chart
Home Depot (HD)	0.5	$17M		42k	405.20	View chart
Chevron Corporation (CVX)	0.5	$17M		115k	147.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$17M		32k	527.67	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$16M	+10%	73k	220.89	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$16M		248k	64.86	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$16M		326k	47.85	View chart
Sherwin-Williams Company (SHW)	0.5	$15M		40k	381.67	View chart
Eli Lilly & Co. (LLY)	0.5	$15M	+4%	17k	885.95	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.5	$15M	+3%	362k	41.69	View chart
Franklin Templeton Etf Tr High Yield Corp (FLHY)	0.5	$15M	+19%	617k	24.45	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$15M	-14%	235k	62.69	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$15M	-4%	61k	237.21	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$15M	+3%	528k	27.41	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$14M		275k	50.74	View chart
Ishares Emng Mkts Eqt (EMGF)	0.4	$14M		274k	49.79	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$13M	+14%	134k	98.10	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$13M	-2%	50k	263.83	View chart
UnitedHealth (UNH)	0.4	$13M	-12%	22k	584.67	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.4	$13M		241k	52.99	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$13M	+7%	194k	64.60	View chart
Abbvie (ABBV)	0.4	$13M	-2%	63k	197.48	View chart
Exxon Mobil Corporation (XOM)	0.4	$13M		106k	117.22	View chart
Wal-Mart Stores (WMT)	0.4	$12M		154k	80.75	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$11M	-7%	68k	167.19	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.3	$11M	+5%	231k	47.74	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$11M	-7%	185k	59.51	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.3	$11M	+3%	361k	30.28	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.3	$11M	+9%	314k	34.07	View chart
Flexshares Tr Glb Qlt R/e Idx (GQRE)	0.3	$11M	+5%	171k	62.27	View chart
Visa Com Cl A (V)	0.3	$11M		39k	274.95	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.3	$10M	+35%	97k	105.04	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$10M	-3%	93k	108.63	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$10M		200k	50.28	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.3	$9.9M	+3%	163k	60.60	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$9.9M	-6%	172k	57.41	View chart
Ishares Tr Exponential Tech (XT)	0.3	$9.8M	-3%	161k	60.88	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$9.7M	-6%	97k	100.69	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$9.5M		99k	95.49	View chart
Mastercard Incorporated Cl A (MA)	0.3	$9.4M		19k	493.81	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$9.4M	+9%	116k	80.78	View chart
Caterpillar (CAT)	0.3	$9.3M		24k	391.12	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.3	$9.3M	+2%	362k	25.64	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.3	$9.2M	-4%	96k	95.96	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$9.1M	-8%	51k	179.16	View chart
Merck & Co (MRK)	0.3	$8.9M	-2%	79k	113.56	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$8.7M		211k	41.12	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.3	$8.6M	+7%	189k	45.70	View chart
Keysight Technologies (KEYS)	0.3	$8.5M		53k	158.93	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.3	$8.4M	+4%	105k	80.48	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.3	$8.4M	+13%	149k	56.57	View chart
Pepsi (PEP)	0.2	$8.3M	+3%	49k	170.05	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$8.3M	-7%	80k	104.18	View chart
International Business Machines (IBM)	0.2	$8.2M		37k	221.08	View chart
Johnson & Johnson (JNJ)	0.2	$8.2M	-7%	51k	162.06	View chart
Texas Instruments Incorporated (TXN)	0.2	$8.1M		39k	206.57	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$8.0M	+2%	79k	101.27	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$8.0M		23k	353.47	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.2	$8.0M	+3%	192k	41.55	View chart
Union Pacific Corporation (UNP)	0.2	$7.9M		32k	246.48	View chart
Southern Company (SO)	0.2	$7.9M	-3%	88k	90.18	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$7.6M		145k	52.66	View chart
Emerson Electric (EMR)	0.2	$7.6M	+8%	69k	109.37	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$7.6M		156k	48.59	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$7.5M		153k	48.98	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.2	$7.5M	+8%	65k	114.53	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$7.5M	-9%	88k	84.53	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$7.4M	+2%	89k	83.75	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$7.4M	+21%	89k	83.15	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.2	$7.3M		47k	155.84	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$7.2M	+20%	142k	51.13	View chart
Amgen (AMGN)	0.2	$7.2M	+4%	22k	322.20	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$7.1M		255k	27.70	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$6.9M	-4%	65k	106.19	View chart
Cisco Systems (CSCO)	0.2	$6.9M	-8%	129k	53.22	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$6.9M	-3%	87k	78.69	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$6.8M	-9%	30k	225.76	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$6.7M	+6%	197k	34.28	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$6.7M	-3%	53k	126.18	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$6.6M	+6%	182k	36.44	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.2	$6.6M		224k	29.48	View chart
Netflix (NFLX)	0.2	$6.6M	-9%	9.3k	709.29	View chart
Northrop Grumman Corporation (NOC)	0.2	$6.6M	-10%	12k	528.09	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$6.5M	-3%	51k	128.20	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$6.4M		192k	33.23	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$6.4M		17k	375.38	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$6.3M		172k	36.92	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.2	$6.3M	+2%	258k	24.60	View chart
Lockheed Martin Corporation (LMT)	0.2	$6.3M		11k	584.58	View chart
Advanced Micro Devices (AMD)	0.2	$6.2M	+9%	38k	164.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$6.1M		206k	29.89	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$6.1M	-10%	31k	198.06	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.2	$6.1M	-2%	244k	25.16	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$6.1M	+5%	111k	54.93	View chart
Thomson Reuters Corp. (TRI)	0.2	$6.0M		35k	170.60	View chart
salesforce (CRM)	0.2	$6.0M		22k	273.71	View chart
Etf Ser Solutions Netlease Corp (NETL)	0.2	$6.0M		230k	25.98	View chart
Digital Realty Trust (DLR)	0.2	$6.0M		37k	161.83	View chart
Lamar Advertising Cl A (LAMR)	0.2	$5.9M		44k	133.60	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$5.9M	-14%	26k	230.59	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$5.9M	-2%	15k	383.94	View chart
Intuit (INTU)	0.2	$5.9M	-10%	9.5k	620.99	View chart
BlackRock (BLK)	0.2	$5.9M		6.2k	949.58	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$5.8M		46k	125.62	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$5.8M	+6%	70k	83.00	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$5.7M	-3%	112k	51.12	View chart
McDonald's Corporation (MCD)	0.2	$5.7M		19k	304.51	View chart
Roper Industries (ROP)	0.2	$5.6M		10k	556.41	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$5.6M		135k	41.49	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.2	$5.6M	+9%	123k	45.24	View chart
Procter & Gamble Company (PG)	0.2	$5.5M		32k	173.20	View chart
T Rowe Price Etf Price Eqt Income (TEQI)	0.2	$5.5M		132k	41.77	View chart
Honeywell International (HON)	0.2	$5.5M		27k	206.71	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.2	$5.5M		251k	21.93	View chart
Coca-Cola Company (KO)	0.2	$5.5M	-4%	76k	71.86	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.2	$5.5M	-2%	143k	38.15	View chart
Adobe Systems Incorporated (ADBE)	0.2	$5.4M		11k	517.78	View chart
Boston Scientific Corporation (BSX)	0.2	$5.3M		63k	83.80	View chart
Verizon Communications (VZ)	0.2	$5.3M		117k	44.91	View chart
Gilead Sciences (GILD)	0.2	$5.2M	-2%	63k	83.84	View chart
General Mills (GIS)	0.2	$5.2M		71k	73.85	View chart
Intuitive Surgical Com New (ISRG)	0.2	$5.2M	+3%	11k	491.25	View chart
Spdr Ser Tr Russell Low Vol (ONEV)	0.2	$5.2M	+4%	40k	129.79	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.2	$5.2M		53k	98.68	View chart
Palo Alto Networks (PANW)	0.2	$5.1M	+13%	15k	341.80	View chart
D.R. Horton (DHI)	0.2	$5.1M	-12%	27k	190.77	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$5.0M		101k	49.31	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$4.9M	+15%	96k	51.82	View chart
Deere & Company (DE)	0.1	$4.9M	-4%	12k	417.33	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$4.9M	-17%	80k	61.11	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$4.8M	+14%	40k	119.61	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$4.7M		176k	26.83	View chart
O'reilly Automotive (ORLY)	0.1	$4.6M	-3%	4.0k	1151.60	View chart
Paychex (PAYX)	0.1	$4.6M	+2%	34k	134.19	View chart
Unilever Spon Adr New (UL)	0.1	$4.6M		71k	64.96	View chart
EOG Resources (EOG)	0.1	$4.6M	+3%	37k	122.93	View chart
Bank of America Corporation (BAC)	0.1	$4.5M	-3%	114k	39.68	View chart
American Express Company (AXP)	0.1	$4.5M	+29%	17k	271.21	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$4.5M	+3%	40k	110.63	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$4.4M	+12%	108k	41.19	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$4.4M	+4%	243k	18.04	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$4.4M	+16%	162k	26.95	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$4.4M	-6%	48k	90.80	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$4.3M	-2%	102k	42.84	View chart
Walt Disney Company (DIS)	0.1	$4.3M	-5%	45k	96.19	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$4.3M		78k	54.43	View chart
S&p Global (SPGI)	0.1	$4.2M	+19%	8.2k	516.63	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$4.2M	+5%	51k	83.21	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$4.2M	-32%	50k	84.17	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.1	$4.2M		50k	84.79	View chart
Raytheon Technologies Corp (RTX)	0.1	$4.1M	-6%	34k	121.16	View chart
Waste Management (WM)	0.1	$4.1M		20k	207.60	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$4.1M	+2%	176k	23.45	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.1	$4.1M		70k	58.97	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$4.0M	+10%	48k	83.67	View chart
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB)	0.1	$4.0M	+7%	68k	58.76	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$4.0M	-10%	28k	142.04	View chart
Public Service Enterprise (PEG)	0.1	$3.9M	+759%	44k	89.21	View chart
Waters Corporation (WAT)	0.1	$3.9M		11k	359.89	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$3.9M	+3%	25k	154.02	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$3.8M		65k	59.02	View chart
Dbx Etf Tr Xtrack Msci All (DBAW)	0.1	$3.8M	-25%	109k	34.90	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$3.8M	-30%	41k	91.81	View chart
Comcast Corp Cl A (CMCSA)	0.1	$3.7M		90k	41.77	View chart
Ing Groep Sponsored Adr (ING)	0.1	$3.7M	NEW	205k	18.16	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$3.7M		48k	78.39	View chart
At&t (T)	0.1	$3.7M		169k	22.00	View chart
Altria (MO)	0.1	$3.6M		71k	51.04	View chart
Eaton Corp SHS (ETN)	0.1	$3.6M	-5%	11k	331.45	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$3.6M	NEW	100k	36.38	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$3.6M	-5%	41k	87.80	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$3.6M	-2%	45k	80.37	View chart
Ge Aerospace Com New (GE)	0.1	$3.6M		19k	188.58	View chart
Fidelity National Financial Fnf Group Com (FNF)	0.1	$3.6M		57k	62.06	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$3.5M		20k	173.67	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$3.5M	+2%	97k	36.17	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$3.5M	+29%	69k	50.88	View chart
American Tower Reit (AMT)	0.1	$3.5M		15k	232.56	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$3.4M	-26%	67k	50.60	View chart
Abbott Laboratories (ABT)	0.1	$3.4M	-5%	30k	114.01	View chart
Marathon Petroleum Corp (MPC)	0.1	$3.4M	+80%	21k	162.91	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.1	$3.3M	+9%	48k	69.35	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$3.3M	+16%	119k	27.84	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$3.3M		22k	149.64	View chart
Blackrock Core Bd Tr Shs Ben Int (BHK)	0.1	$3.3M		272k	12.04	View chart
Oracle Corporation (ORCL)	0.1	$3.2M	-5%	19k	170.40	View chart
Novo-nordisk A S Adr (NVO)	0.1	$3.2M	-2%	27k	119.07	View chart
Sanofi Sponsored Adr (SNY)	0.1	$3.2M		56k	57.63	View chart
Qualcomm (QCOM)	0.1	$3.2M	-2%	19k	170.05	View chart
Anthem (ELV)	0.1	$3.2M		6.2k	520.01	View chart
Philip Morris International (PM)	0.1	$3.2M		26k	121.40	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$3.2M	+2%	39k	80.30	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$3.1M		74k	42.02	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$3.1M	+7%	90k	34.79	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$3.1M	+138%	7.3k	423.13	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.1	$3.1M	-2%	84k	36.84	View chart
United Parcel Service CL B (UPS)	0.1	$3.1M		23k	136.34	View chart
Servicenow (NOW)	0.1	$3.1M	+7%	3.4k	894.39	View chart
Duke Energy Corp Com New (DUK)	0.1	$3.0M	-3%	26k	115.30	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.1	$3.0M	+3%	210k	14.39	View chart
Thermo Fisher Scientific (TMO)	0.1	$3.0M	-2%	4.8k	618.58	View chart
Pfizer (PFE)	0.1	$3.0M		103k	28.94	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$3.0M		72k	41.28	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$3.0M	-5%	31k	97.42	View chart
Palantir Technologies Cl A (PLTR)	0.1	$3.0M	+23%	80k	37.20	View chart
Enterprise Products Partners (EPD)	0.1	$2.9M	-9%	99k	29.11	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$2.7M	-26%	46k	59.22	View chart
CVS Caremark Corporation (CVS)	0.1	$2.7M	-7%	43k	62.88	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 Q3 filed Oct. 7, 2024
Dynamic Advisor Solutions 2024 Q2 filed July 15, 2024
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

View all past filings

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