Dynamic Advisors Solutions
Latest statistics and disclosures from Dynamic Advisor Solutions's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, QQQ, SPY, MSFT, TSLA, and represent 14.21% of Dynamic Advisor Solutions's stock portfolio.
- Added to shares of these 10 stocks: QQQ (+$24M), MSFT (+$9.9M), SCHX (+$9.6M), DIA (+$8.6M), SPY (+$7.1M), XLK (+$7.0M), SH (+$6.6M), PHDG (+$6.0M), TEQI (+$5.9M), TBX (+$5.5M).
- Started 92 new stock positions in IXN, CE, GSG, Barclays Bk Plc cmn, IDV, PSQ, TEQI, Fortress Value Acquisition Corp Ii, AIG, iShares Gold Trust.
- Reduced shares in these 10 stocks: XLG (-$11M), DFAC (-$8.0M), TAIL (-$5.5M), DFUS, VXUS, RSP, MOAT, ZIP, XME, .
- Sold out of its positions in ATIP, AFRM, ABNB, BUD, AZN, AXON, VXX, TAIL, CGC, CARR.
- Dynamic Advisor Solutions was a net buyer of stock by $133M.
- Dynamic Advisor Solutions has $1.5B in assets under management (AUM), dropping by 3.86%.
- Central Index Key (CIK): 0001599747
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Portfolio Holdings for Dynamic Advisor Solutions
Companies in the Dynamic Advisor Solutions portfolio as of the March 2022 quarterly 13F filing
Dynamic Advisor Solutions has 718 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Dynamic Advisor Solutions March 31, 2022 positions
- Download the Dynamic Advisor Solutions March 2022 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 4.1 | $60M | +6% | 341k | 174.61 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.2 | $47M | +110% | 128k | 362.54 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.6 | $38M | +23% | 83k | 451.64 | |
Microsoft Corporation (MSFT) | 2.3 | $34M | +40% | 110k | 308.31 | |
Tesla Motors (TSLA) | 2.0 | $29M | +4% | 27k | 1077.61 | |
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 1.8 | $26M | 515k | 50.27 | ||
Dbx Etf Tr Xtrack Msci All (DBAW) | 1.7 | $25M | +22% | 777k | 32.20 | |
John Hancock Exchange Traded Multifactor Mi (JHMM) | 1.5 | $22M | +21% | 412k | 52.55 | |
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.4 | $21M | +16% | 395k | 52.44 | |
Amazon (AMZN) | 1.4 | $20M | +3% | 6.1k | 3260.02 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.3 | $19M | +106% | 345k | 53.85 | |
Spdr Gold Tr Gold Shs (GLD) | 1.1 | $16M | -5% | 86k | 180.65 | |
Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 1.1 | $15M | +39% | 310k | 49.36 | |
Ishares Tr Rus 1000 Etf (IWB) | 1.0 | $15M | +20% | 60k | 250.07 | |
Setup an alertDynamic Advisors Solutions will file the next quarterly 13-HR in about 2 months. Would you like to be notified? |
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Ishares Tr Core S&p Scp Etf (IJR) | 1.0 | $14M | +28% | 134k | 107.88 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 1.0 | $14M | +10% | 128k | 108.37 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.9 | $14M | +169% | 39k | 346.81 | |
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.9 | $13M | 131k | 100.16 | ||
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.9 | $13M | -4% | 107k | 120.94 | |
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.9 | $13M | +18% | 65k | 198.04 | |
Spdr Ser Tr Bloomberg Invt (FLRN) | 0.8 | $12M | +3% | 404k | 30.49 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $12M | +7% | 112k | 107.10 | |
NVIDIA Corporation (NVDA) | 0.8 | $11M | +10% | 42k | 272.85 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.8 | $11M | +5% | 88k | 128.11 | |
Invesco Actively Managed Etf S&p500 Downsid (PHDG) | 0.8 | $11M | +115% | 309k | 36.14 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $11M | 31k | 352.91 | ||
Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $11M | +9% | 3.8k | 2781.31 | |
First Tr Value Line Divid In SHS (FVD) | 0.7 | $11M | +7% | 249k | 42.30 | |
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.7 | $9.5M | -27% | 127k | 74.70 | |
Sherwin-Williams Company (SHW) | 0.7 | $9.5M | 38k | 249.63 | ||
JPMorgan Chase & Co. (JPM) | 0.6 | $9.3M | +10% | 68k | 136.32 | |
Select Sector Spdr Tr Technology (XLK) | 0.6 | $8.6M | +444% | 54k | 158.92 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.6 | $8.4M | +66% | 111k | 75.89 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.6 | $8.3M | +22% | 35k | 237.85 | |
Chevron Corporation (CVX) | 0.6 | $8.0M | -7% | 49k | 162.83 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $7.6M | -15% | 33k | 227.67 | |
Home Depot (HD) | 0.5 | $7.3M | 25k | 299.33 | ||
Ishares Core Msci Emkt (IEMG) | 0.5 | $7.1M | +20% | 127k | 55.55 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $6.8M | +7% | 25k | 268.33 | |
Ishares Tr Core Div Grwth (DGRO) | 0.5 | $6.8M | +41% | 128k | 53.41 | |
UnitedHealth (UNH) | 0.5 | $6.7M | -4% | 13k | 509.95 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $6.6M | +2% | 83k | 79.54 | |
Proshares Tr Short S&p 500 Ne (SH) | 0.5 | $6.6M | NEW | 467k | 14.09 | |
Costco Wholesale Corporation (COST) | 0.4 | $6.5M | -12% | 11k | 575.83 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $6.4M | -24% | 86k | 74.46 | |
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.4 | $6.3M | +6% | 103k | 60.96 | |
Alphabet Cap Stk Cl C (GOOG) | 0.4 | $6.3M | +20% | 2.2k | 2793.15 | |
Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.4 | $6.1M | +36% | 138k | 43.96 | |
McDonald's Corporation (MCD) | 0.4 | $6.0M | +3% | 24k | 247.30 | |
J P Morgan Exchange-traded F Equity Premium (JEPI) | 0.4 | $6.0M | +38% | 98k | 61.40 | |
Walt Disney Company (DIS) | 0.4 | $5.9M | 43k | 137.17 | ||
T Rowe Price Etf Price Eqt Income (TEQI) | 0.4 | $5.9M | NEW | 160k | 36.97 | |
Visa Com Cl A (V) | 0.4 | $5.9M | +15% | 27k | 221.78 | |
Johnson & Johnson (JNJ) | 0.4 | $5.8M | -12% | 33k | 177.22 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $5.6M | +24% | 34k | 162.16 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $5.5M | -42% | 35k | 157.72 | |
Verizon Communications (VZ) | 0.4 | $5.5M | +10% | 108k | 50.94 | |
Proshares Tr Sht 7-10 Yr Tr (TBX) | 0.4 | $5.5M | NEW | 212k | 25.85 | |
First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.4 | $5.5M | +4% | 67k | 81.98 | |
Etf Ser Solutions Netlease Corp (NETL) | 0.4 | $5.3M | 182k | 29.35 | ||
Bank of America Corporation (BAC) | 0.4 | $5.3M | +12% | 128k | 41.22 | |
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $5.3M | -2% | 40k | 132.09 | |
Ishares Tr Barclays 7 10 Yr (IEF) | 0.4 | $5.1M | +1220% | 48k | 107.48 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $5.1M | +87% | 69k | 74.82 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $5.1M | -2% | 113k | 45.15 | |
Vanguard World Fds Utilities Etf (VPU) | 0.3 | $5.0M | +2% | 31k | 161.80 | |
Meta Platforms Cl A (FB) | 0.3 | $5.0M | +7% | 22k | 222.38 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $4.9M | -11% | 24k | 205.26 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $4.8M | +263% | 29k | 165.97 | |
Pfizer (PFE) | 0.3 | $4.7M | +5% | 90k | 51.76 | |
American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.3 | $4.6M | 77k | 59.28 | ||
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.3 | $4.5M | +9% | 94k | 48.03 | |
Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.3 | $4.4M | +27% | 85k | 51.21 | |
Ark Etf Tr Innovation Etf (ARKK) | 0.3 | $4.3M | +19% | 66k | 66.29 | |
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.3 | $4.3M | +32% | 91k | 47.60 | |
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.3 | $4.1M | -3% | 84k | 49.54 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $4.1M | +34% | 49k | 83.36 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $4.1M | +44% | 9.0k | 453.69 | |
Coca-Cola Company (KO) | 0.3 | $4.0M | 65k | 62.00 | ||
Netflix (NFLX) | 0.3 | $4.0M | +20% | 11k | 374.63 | |
BlackRock (BLK) | 0.3 | $4.0M | +7% | 5.2k | 764.17 | |
Abbvie (ABBV) | 0.3 | $4.0M | 25k | 162.12 | ||
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) | 0.3 | $3.9M | +14% | 77k | 50.65 | |
Vanguard World Mega Cap Index (MGC) | 0.3 | $3.9M | +2% | 24k | 159.02 | |
Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.3 | $3.9M | +19% | 157k | 24.63 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $3.9M | +26% | 14k | 277.65 | |
Broadcom (AVGO) | 0.3 | $3.8M | +15% | 6.1k | 629.64 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $3.8M | -20% | 17k | 227.05 | |
Boeing Company (BA) | 0.3 | $3.8M | +34% | 20k | 191.50 | |
Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.3 | $3.8M | -7% | 31k | 122.05 | |
Spdr Ser Tr S&p Biotech (XBI) | 0.3 | $3.7M | +1046% | 42k | 89.88 | |
Ishares Tr Esg Awr Msci Usa (ESGU) | 0.3 | $3.7M | +45% | 37k | 101.36 | |
Union Pacific Corporation (UNP) | 0.3 | $3.7M | +3% | 14k | 273.22 | |
Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.3 | $3.7M | +40% | 71k | 51.64 | |
Select Sector Spdr Tr Energy (XLE) | 0.3 | $3.6M | +48% | 48k | 76.44 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $3.6M | 8.7k | 415.20 | ||
Procter & Gamble Company (PG) | 0.2 | $3.6M | +5% | 24k | 152.79 | |
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $3.5M | 58k | 60.72 | ||
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $3.5M | +10% | 45k | 78.09 | |
Cisco Systems (CSCO) | 0.2 | $3.5M | +4% | 63k | 55.76 | |
Pepsi (PEP) | 0.2 | $3.5M | +3% | 21k | 167.40 | |
Vanguard Index Fds Value Etf (VTV) | 0.2 | $3.5M | +51% | 23k | 147.79 | |
Two Rds Shared Tr Anfield Unvl Etf (AFIF) | 0.2 | $3.4M | +18% | 372k | 9.23 | |
Honeywell International (HON) | 0.2 | $3.4M | +12% | 18k | 194.57 | |
Vanguard Index Fds Growth Etf (VUG) | 0.2 | $3.4M | -7% | 12k | 287.62 | |
Exxon Mobil Corporation (XOM) | 0.2 | $3.2M | -6% | 39k | 82.60 | |
Ishares Tr U.s. Real Es Etf (IYR) | 0.2 | $3.2M | +1165% | 30k | 108.22 | |
Morgan Stanley Com New (MS) | 0.2 | $3.0M | +7% | 35k | 87.39 | |
Glacier Ban (GBCI) | 0.2 | $3.0M | -6% | 60k | 50.28 | |
Target Corporation (TGT) | 0.2 | $3.0M | +47% | 14k | 212.23 | |
At&t (T) | 0.2 | $3.0M | +42% | 127k | 23.63 | |
Albemarle Corporation (ALB) | 0.2 | $2.9M | 13k | 221.14 | ||
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $2.9M | -10% | 41k | 71.40 | |
Ishares Tr Tips Bd Etf (TIP) | 0.2 | $2.9M | +19% | 23k | 124.57 | |
Amgen (AMGN) | 0.2 | $2.9M | +28% | 12k | 241.83 | |
Spdr Ser Tr Bloomberg Conv (CWB) | 0.2 | $2.9M | +22% | 38k | 76.95 | |
Strategy Ns 7handl Idx (HNDL) | 0.2 | $2.9M | 118k | 24.11 | ||
Comcast Corp Cl A (CMCSA) | 0.2 | $2.8M | 61k | 46.82 | ||
CVS Caremark Corporation (CVS) | 0.2 | $2.8M | -35% | 28k | 101.22 | |
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.2 | $2.8M | NEW | 43k | 65.15 | |
FedEx Corporation (FDX) | 0.2 | $2.8M | -8% | 12k | 231.40 | |
Thermo Fisher Scientific (TMO) | 0.2 | $2.7M | +35% | 4.6k | 590.66 | |
salesforce (CRM) | 0.2 | $2.7M | +13% | 13k | 212.33 | |
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) | 0.2 | $2.7M | +28% | 48k | 56.71 | |
Select Sector Spdr Tr Financial (XLF) | 0.2 | $2.7M | +17% | 71k | 38.32 | |
Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $2.7M | +21% | 37k | 73.73 | |
Paypal Holdings (PYPL) | 0.2 | $2.7M | +15% | 23k | 115.63 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $2.7M | +12% | 5.8k | 455.65 | |
Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.2 | $2.6M | -14% | 85k | 30.40 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $2.6M | +66% | 23k | 112.23 | |
Altria (MO) | 0.2 | $2.6M | -3% | 49k | 52.25 | |
Lockheed Martin Corporation (LMT) | 0.2 | $2.6M | 5.8k | 441.35 | ||
International Business Machines (IBM) | 0.2 | $2.6M | +48% | 20k | 130.01 | |
Advanced Micro Devices (AMD) | 0.2 | $2.6M | +5% | 24k | 109.33 | |
Raytheon Technologies Corp (RTX) | 0.2 | $2.5M | +7% | 26k | 99.07 | |
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS) | 0.2 | $2.5M | +39% | 65k | 38.86 | |
John Hancock Exchange Traded Multi Intl Etf (JHMD) | 0.2 | $2.5M | +31% | 80k | 31.67 | |
Mastercard Incorporated Cl A (MA) | 0.2 | $2.5M | -29% | 7.0k | 357.41 | |
Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.2 | $2.5M | 66k | 37.71 | ||
Eversource Energy (ES) | 0.2 | $2.5M | -8% | 28k | 88.20 | |
Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.2 | $2.5M | -26% | 24k | 102.97 | |
Vanguard World Fds Health Car Etf (VHT) | 0.2 | $2.5M | +5% | 9.7k | 254.37 | |
Wal-Mart Stores (WMT) | 0.2 | $2.4M | +5% | 16k | 148.95 | |
Qualcomm (QCOM) | 0.2 | $2.4M | -18% | 16k | 152.80 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $2.4M | -2% | 31k | 77.89 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $2.3M | 30k | 78.89 | ||
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.2 | $2.3M | +57% | 58k | 39.85 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $2.3M | +102% | 24k | 94.91 | |
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH) | 0.2 | $2.3M | +29% | 26k | 87.09 | |
Ishares Esg Awr Msci Em (ESGE) | 0.2 | $2.2M | -2% | 61k | 36.73 | |
Blackstone Group Inc Com Cl A (BX) | 0.2 | $2.2M | +39% | 17k | 126.97 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.2M | +2% | 6.5k | 337.25 | |
Crown Castle Intl (CCI) | 0.1 | $2.2M | +4% | 12k | 184.60 | |
Ishares Tr Micro-cap Etf (IWC) | 0.1 | $2.2M | +6% | 17k | 128.87 | |
Ishares Tr Msci Gbl Sus Dev (SDG) | 0.1 | $2.2M | +37% | 25k | 85.28 | |
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) | 0.1 | $2.1M | +10% | 60k | 35.38 | |
Merck & Co (MRK) | 0.1 | $2.1M | 26k | 82.04 | ||
Southern Company (SO) | 0.1 | $2.1M | +19% | 29k | 72.50 | |
Waste Management (WM) | 0.1 | $2.1M | 13k | 158.48 | ||
Constellation Brands Cl A (STZ) | 0.1 | $2.0M | -40% | 8.8k | 230.32 | |
Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.1 | $2.0M | +523% | 69k | 29.01 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $2.0M | -15% | 23k | 86.03 | |
ConocoPhillips (COP) | 0.1 | $1.9M | +22% | 19k | 99.98 | |
Intuit (INTU) | 0.1 | $1.9M | 4.0k | 480.78 | ||
United Parcel Service CL B (UPS) | 0.1 | $1.9M | 9.0k | 214.52 | ||
John Hancock Exchange Traded Multifactr Sml (JHSC) | 0.1 | $1.9M | +31% | 56k | 34.30 | |
Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $1.9M | 20k | 96.82 | ||
Goldman Sachs Etf Tr Activebeta Us (GSSC) | 0.1 | $1.9M | NEW | 31k | 61.90 | |
Norfolk Southern (NSC) | 0.1 | $1.9M | +44% | 6.6k | 285.28 | |
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.1 | $1.9M | +19% | 38k | 49.58 | |
Northrop Grumman Corporation (NOC) | 0.1 | $1.8M | -3% | 4.1k | 447.19 | |
Goldman Sachs (GS) | 0.1 | $1.8M | +81% | 5.5k | 330.15 | |
First Tr Exchange-traded A Mid Cp Gr Alph (FNY) | 0.1 | $1.8M | +5% | 27k | 66.67 | |
Invesco Actively Managed Etf Total Return (GTO) | 0.1 | $1.8M | -9% | 34k | 52.45 | |
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 0.1 | $1.8M | -8% | 35k | 49.82 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $1.8M | +168% | 13k | 134.62 | |
Abbott Laboratories (ABT) | 0.1 | $1.7M | -15% | 15k | 118.37 | |
Eli Lilly & Co. (LLY) | 0.1 | $1.7M | +25% | 6.0k | 286.38 | |
Enterprise Products Partners (EPD) | 0.1 | $1.7M | +2% | 66k | 25.82 | |
Wisdomtree Tr Us High Dividend (DHS) | 0.1 | $1.7M | 19k | 88.12 | ||
Travelers Companies (TRV) | 0.1 | $1.7M | 9.3k | 182.77 | ||
Nextera Energy (NEE) | 0.1 | $1.7M | -29% | 20k | 84.69 | |
American Tower Reit (AMT) | 0.1 | $1.7M | +2% | 6.7k | 251.16 | |
Duke Energy Corp Com New (DUK) | 0.1 | $1.7M | 15k | 111.65 | ||
Marathon Petroleum Corp (MPC) | 0.1 | $1.7M | +54% | 20k | 85.50 | |
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $1.7M | +3% | 35k | 47.34 | |
J P Morgan Exchange-traded F Intl Bd Opp Etf (JPIB) | 0.1 | $1.7M | +253% | 34k | 48.91 | |
Emerson Electric (EMR) | 0.1 | $1.7M | +2% | 17k | 98.08 | |
Medtronic SHS (MDT) | 0.1 | $1.7M | +18% | 15k | 110.96 | |
Dow (DOW) | 0.1 | $1.6M | +143% | 26k | 63.73 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $1.6M | -25% | 45k | 36.71 | |
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $1.6M | +303% | 47k | 34.27 | |
Freeport-mcmoran CL B (FCX) | 0.1 | $1.6M | +2% | 32k | 49.75 | |
Automatic Data Processing (ADP) | 0.1 | $1.6M | +16% | 7.0k | 227.58 | |
Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.1 | $1.6M | +49% | 44k | 36.00 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.6M | +17% | 7.3k | 212.47 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.6M | -3% | 34k | 46.12 | |
Bristol Myers Squibb (BMY) | 0.1 | $1.5M | +18% | 21k | 73.04 | |
3M Company (MMM) | 0.1 | $1.5M | -19% | 10k | 148.85 | |
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $1.5M | -13% | 30k | 50.51 | |
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $1.5M | +8% | 34k | 43.96 | |
Oneok (OKE) | 0.1 | $1.5M | +49% | 21k | 70.61 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $1.5M | -10% | 8.1k | 185.05 | |
Philip Morris International (PM) | 0.1 | $1.5M | -4% | 16k | 93.92 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $1.5M | -75% | 25k | 59.73 | |
Enbridge (ENB) | 0.1 | $1.5M | +7% | 32k | 46.09 | |
Lauder Estee Cos Cl A (EL) | 0.1 | $1.5M | +20% | 5.4k | 272.36 | |
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $1.5M | +515% | 77k | 19.03 | |
Draftkings Com Cl A (DKNG) | 0.1 | $1.5M | +59% | 75k | 19.47 | |
First Tr Exchange-traded Multi Asset Di (MDIV) | 0.1 | $1.4M | -2% | 86k | 16.85 | |
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.1 | $1.4M | +2% | 58k | 24.93 | |
Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $1.4M | -6% | 18k | 81.07 | |
Phillips 66 (PSX) | 0.1 | $1.4M | 17k | 86.38 | ||
Ishares Silver Tr Ishares (SLV) | 0.1 | $1.4M | +20% | 62k | 22.88 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.4M | +95% | 26k | 53.39 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.4M | +40% | 18k | 76.37 | |
Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) | 0.1 | $1.4M | +20% | 4.8k | 289.06 | |
Devon Energy Corporation (DVN) | 0.1 | $1.4M | +113% | 23k | 59.13 | |
Ishares Tr Msci Euro Fl Etf (EUFN) | 0.1 | $1.4M | -5% | 72k | 18.91 | |
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $1.3M | +191% | 49k | 27.77 | |
Kraft Heinz (KHC) | 0.1 | $1.3M | 34k | 39.40 | ||
Invesco Exch Traded Fd Tr Ii Purbta Msci Us (PBUS) | 0.1 | $1.3M | -4% | 29k | 45.51 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.3M | +36% | 26k | 51.55 | |
S&p Global (SPGI) | 0.1 | $1.3M | -4% | 3.2k | 410.14 | |
Eaton Corp SHS (ETN) | 0.1 | $1.3M | -6% | 8.7k | 151.75 | |
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $1.3M | +94% | 28k | 47.38 | |
Truist Financial Corp equities (TFC) | 0.1 | $1.3M | 23k | 56.70 | ||
Nucor Corporation (NUE) | 0.1 | $1.3M | +20% | 8.7k | 148.63 | |
Air Products & Chemicals (APD) | 0.1 | $1.3M | +32% | 5.1k | 249.95 | |
Vaneck Etf Trust Preferred Securt (PFXF) | 0.1 | $1.3M | NEW | 61k | 20.54 | |
Vanguard World Mega Grwth Ind (MGK) | 0.1 | $1.3M | +42% | 5.3k | 235.37 | |
Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $1.2M | -35% | 15k | 81.89 | |
Eagle Materials (EXP) | 0.1 | $1.2M | -4% | 9.7k | 128.40 | |
Public Storage (PSA) | 0.1 | $1.2M | -2% | 3.2k | 390.41 | |
Annaly Capital Management (NLY) | 0.1 | $1.2M | +7% | 173k | 7.04 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $1.2M | +5% | 2.9k | 416.52 | |
Lincoln National Corporation (LNC) | 0.1 | $1.2M | 18k | 65.34 | ||
Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.2M | +24% | 15k | 78.03 | |
4068594 Enphase Energy (ENPH) | 0.1 | $1.2M | +37% | 5.9k | 201.76 | |
Ishares Tr Mbs Etf (MBB) | 0.1 | $1.2M | +12% | 12k | 101.89 | |
Caterpillar (CAT) | 0.1 | $1.2M | +24% | 5.2k | 222.88 | |
Ford Motor Company (F) | 0.1 | $1.2M | +23% | 68k | 16.90 | |
Dollar General (DG) | 0.1 | $1.1M | +6% | 5.1k | 222.65 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.1M | +4% | 8.3k | 136.94 | |
Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $1.1M | -15% | 11k | 101.75 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $1.1M | +197% | 45k | 24.90 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.1M | -5% | 11k | 104.25 | |
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.1 | $1.1M | NEW | 14k | 75.56 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $1.1M | -5% | 4.9k | 222.79 | |
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $1.1M | -8% | 28k | 38.65 |
Past Filings by Dynamic Advisor Solutions
SEC 13F filings are viewable for Dynamic Advisor Solutions going back to 2013
- 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
- Dynamic Advisor Solutions 2020 Q1 filed May 7, 2020
- Dynamic Advisor Solutions 2019 Q4 filed Feb. 4, 2020
- Dynamic Advisor Solutions 2019 Q3 filed Nov. 13, 2019
- Dynamic Advisor Solutions 2019 Q2 filed Aug. 13, 2019
- Dynamic Advisor Solutions 2019 Q1 filed April 10, 2019
- Dynamic Advisor Solutions 2018 Q4 filed Jan. 29, 2019
- Dynamic Advisor Solutions 2018 Q3 filed Nov. 14, 2018
- Dynamic Advisor Solutions 2018 Q2 filed Aug. 7, 2018