Dynamic Advisors Solutions

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

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Portfolio Holdings for Dynamic Advisor Solutions

Companies in the Dynamic Advisor Solutions portfolio as of the March 2021 quarterly 13F filing

Dynamic Advisor Solutions has 654 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.3 $37M -4% 303k 122.15
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.1 $35M +102% 108k 319.12
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.2 $24M -65% 61k 396.32
Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.0 $23M NEW 169k 135.36
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 2.0 $22M +7% 440k 50.76
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.5 $17M -17% 50k 330.18
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.4 $16M 166k 96.03
Microsoft Corporation (MSFT) 1.4 $16M -8% 66k 235.77
Amazon (AMZN) 1.3 $15M -7% 4.8k 3094.05
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 1.3 $15M +19% 254k 57.12
Spdr Gold Tr Gold Shs (GLD) 1.1 $13M +2% 81k 159.96
Dbx Etf Tr Xtrack Msci All (DBAW) 1.1 $13M +38% 392k 32.67
Ishares Tr Core S&p Scp Etf (IJR) 1.1 $12M -3% 114k 108.53
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.1 $12M +10% 118k 101.91

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John Hancock Exchange Traded Multifactor Mi (JHMM) 1.0 $12M +10% 233k 49.13
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) 1.0 $11M +28% 162k 69.28
Spdr Ser Tr Blomberg Brc Inv (FLRN) 1.0 $11M +2% 362k 30.64
Sherwin-Williams Company (SHW) 0.8 $9.2M -5% 13k 738.05
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.8 $9.0M -11% 104k 87.18
Ishares Tr Rus 1000 Etf (IWB) 0.8 $8.6M +17% 38k 223.83
Ishares Tr Pfd And Incm Sec (PFF) 0.8 $8.5M -14% 222k 38.40
First Tr Value Line Divid In SHS (FVD) 0.7 $8.2M +9% 216k 37.98
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $8.2M +19% 72k 113.83
JPMorgan Chase & Co. (JPM) 0.7 $7.9M -15% 52k 152.23
Spdr Ser Tr S&p Divid Etf (SDY) 0.7 $7.8M +12% 66k 118.04
Ishares Gold Tr Ishares (IAU) 0.7 $7.7M -22% 474k 16.26
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.7 $7.4M +14% 37k 198.92
Home Depot (HD) 0.6 $7.2M +13% 24k 305.27
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $6.9M -11% 27k 255.46
Johnson & Johnson (JNJ) 0.6 $6.8M +30% 41k 164.36
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $6.7M +3% 32k 206.68
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $6.7M -28% 73k 91.86
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $6.3M 24k 260.30
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $6.2M 99k 62.70
Verizon Communications (VZ) 0.5 $6.2M +9% 106k 58.15
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.5 $6.1M +57% 118k 51.78
Alphabet Cap Stk Cl A (GOOGL) 0.5 $6.1M -7% 2.9k 2062.39
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $6.0M 47k 129.77
Costco Wholesale Corporation (COST) 0.5 $6.0M -10% 17k 352.46
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $6.0M -4% 112k 53.34
Proshares Tr Short S&p 500 Ne (SH) 0.5 $5.9M 355k 16.76
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $5.9M -2% 90k 65.28
Ark Etf Tr Innovation Etf (ARKK) 0.5 $5.8M -2% 48k 119.95
Tesla Motors (TSLA) 0.5 $5.7M +24% 8.5k 667.97
Walt Disney Company (DIS) 0.5 $5.6M -17% 31k 184.53
Ishares Tr Russell 2000 Etf (IWM) 0.5 $5.5M 25k 220.93
Chevron Corporation (CVX) 0.5 $5.5M +21% 53k 104.79
Facebook Cl A (FB) 0.5 $5.1M -8% 17k 294.52
Proshares Tr Pshs Ultsh 20yrs (TBT) 0.4 $5.1M NEW 233k 21.74
Proshares Tr Shrt 20+yr Tre (TBF) 0.4 $5.0M +9% 278k 18.12
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $4.8M +11% 34k 141.65
Ishares Tr U.s. Med Dvc Etf (IHI) 0.4 $4.8M +18% 15k 330.39
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $4.8M +4% 37k 130.06
UnitedHealth (UNH) 0.4 $4.8M +7% 13k 372.08
Lockheed Martin Corporation (LMT) 0.4 $4.7M +90% 13k 369.49
Visa Com Cl A (V) 0.4 $4.6M -2% 22k 211.74
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $4.5M -12% 20k 221.34
Bank of America Corporation (BAC) 0.4 $4.4M -3% 114k 38.69
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.4 $4.2M -5% 60k 70.83
Ishares Core Msci Emkt (IEMG) 0.4 $4.2M +24% 65k 64.36
Cisco Systems (CSCO) 0.4 $4.2M +45% 81k 51.71
Netflix (NFLX) 0.4 $4.0M 7.7k 521.74
Global X Fds Glbl X Mlp Etf (MLPA) 0.4 $4.0M +8% 121k 33.08
Honeywell International (HON) 0.4 $4.0M -20% 18k 217.06
At&t (T) 0.4 $4.0M +70% 131k 30.27
Ishares Tr Core Div Grwth (DGRO) 0.3 $3.9M +7% 80k 48.27
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $3.9M -5% 26k 147.09
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $3.8M 29k 129.90
NVIDIA Corporation (NVDA) 0.3 $3.7M -14% 7.0k 533.91
Coca-Cola Company (KO) 0.3 $3.7M -12% 71k 52.71
McDonald's Corporation (MCD) 0.3 $3.7M -10% 17k 224.17
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.3 $3.7M -4% 63k 59.24
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $3.7M +3% 73k 51.31
Pfizer (PFE) 0.3 $3.7M +58% 101k 36.23
Vanguard World Fds Utilities Etf (VPU) 0.3 $3.6M +29% 26k 140.51
3M Company (MMM) 0.3 $3.6M +238% 19k 192.67
Etf Ser Solutions Nationwide Rsk (NUSI) 0.3 $3.5M NEW 130k 26.83
Proshares Tr Shrt Russell2000 (RWM) 0.3 $3.4M NEW 156k 22.04
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.3 $3.4M +82% 75k 45.81
Ishares Tr U.s. Tech Etf (IYW) 0.3 $3.4M +2% 39k 87.69
Vanguard Index Fds Growth Etf (VUG) 0.3 $3.3M +8% 13k 257.06
Procter & Gamble Company (PG) 0.3 $3.3M -15% 24k 135.42
Ishares Tr Core S&p500 Etf (IVV) 0.3 $3.2M +7% 8.2k 397.84
Mastercard Incorporated Cl A (MA) 0.3 $3.2M -34% 9.1k 356.06
CVS Caremark Corporation (CVS) 0.3 $3.2M +50% 43k 75.23
Intel Corporation (INTC) 0.3 $3.2M +39% 50k 64.01
Boeing Company (BA) 0.3 $3.2M +70% 13k 254.71
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $3.1M +14% 61k 50.78
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.3 $3.1M -38% 63k 49.11
BlackRock (BLK) 0.3 $3.1M -22% 4.1k 754.00
Vaneck Vectors Etf Tr Oil Svcs Etf (OIH) 0.3 $3.1M NEW 16k 191.15
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.3 $3.1M +51% 60k 51.28
Etf Ser Solutions Netlease Corp (NETL) 0.3 $3.0M +45% 111k 27.49
Pepsi (PEP) 0.3 $3.0M +32% 22k 141.47
Alphabet Cap Stk Cl C (GOOG) 0.3 $3.0M -34% 1.5k 2068.49
Vanguard World Mega Cap Index (MGC) 0.3 $2.9M +29% 21k 140.22
Ishares Esg Awr Msci Em (ESGE) 0.3 $2.9M +11% 67k 43.31
Kinder Morgan (KMI) 0.3 $2.9M +116% 173k 16.65
Ishares Tr Tips Bd Etf (TIP) 0.3 $2.8M -22% 23k 125.48
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $2.8M -10% 34k 82.18
Bristol Myers Squibb (BMY) 0.2 $2.8M +73% 44k 63.12
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 0.2 $2.8M +11% 54k 51.04
Union Pacific Corporation (UNP) 0.2 $2.8M +28% 13k 220.38
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $2.7M -6% 11k 243.02
Exxon Mobil Corporation (XOM) 0.2 $2.6M +3% 47k 55.82
Crowdstrike Hldgs Cl A (CRWD) 0.2 $2.6M -20% 14k 182.54
Eversource Energy (ES) 0.2 $2.6M 30k 86.60
Qualcomm (QCOM) 0.2 $2.5M +22% 19k 132.61
Ishares Tr Msci Euro Fl Etf (EUFN) 0.2 $2.5M NEW 130k 19.27
Ishares Msci Jpn Etf New (EWJ) 0.2 $2.5M +43% 36k 68.51
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $2.4M -16% 45k 54.69
Amgen (AMGN) 0.2 $2.4M -7% 9.6k 248.83
salesforce (CRM) 0.2 $2.4M -11% 11k 211.89
Spdr Ser Tr S&p Regl Bkg (KRE) 0.2 $2.3M NEW 35k 66.33
Constellation Brands Cl A (STZ) 0.2 $2.3M -13% 10k 227.97
Adobe Systems Incorporated (ADBE) 0.2 $2.3M -35% 4.8k 475.31
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 0.2 $2.3M -7% 72k 31.93
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.2 $2.3M +11% 87k 25.97
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $2.2M -4% 60k 37.63
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.2 $2.2M -38% 44k 50.49
Morgan Stanley Com New (MS) 0.2 $2.2M +61% 29k 77.66
Raytheon Technologies Corp (RTX) 0.2 $2.2M 29k 77.29
Merck & Co (MRK) 0.2 $2.2M +5% 29k 77.10
Abbvie (ABBV) 0.2 $2.2M -22% 20k 108.23
Cambria Etf Tr Tail Risk (TAIL) 0.2 $2.2M +18% 117k 18.75
Broadcom (AVGO) 0.2 $2.2M +7% 4.7k 463.70
Strategy Ns 7handl Idx (HNDL) 0.2 $2.2M +151% 88k 24.74
Paypal Holdings (PYPL) 0.2 $2.2M -38% 8.9k 242.84
FedEx Corporation (FDX) 0.2 $2.2M -34% 7.6k 284.07
Ishares Tr Micro-cap Etf (IWC) 0.2 $2.2M +15% 15k 146.93
Altria (MO) 0.2 $2.1M +2% 42k 51.16
Comcast Corp Cl A (CMCSA) 0.2 $2.1M 40k 54.11
Ishares Tr Modert Alloc Etf (AOM) 0.2 $2.1M +14% 49k 43.55
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $2.1M +252% 20k 105.74
Intuit (INTU) 0.2 $2.1M -37% 5.4k 383.04
Ishares Tr Calif Mun Bd Etf (CMF) 0.2 $2.0M +73% 33k 62.12
Abbott Laboratories (ABT) 0.2 $2.0M -45% 17k 119.86
Gilead Sciences (GILD) 0.2 $2.0M +119% 31k 64.64
Albemarle Corporation (ALB) 0.2 $2.0M +39% 14k 146.09
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) 0.2 $2.0M -19% 8.5k 230.68
General Dynamics Corporation (GD) 0.2 $2.0M +441% 11k 181.56
Prudential Financial (PRU) 0.2 $1.9M +289% 21k 91.12
Select Sector Spdr Tr Energy (XLE) 0.2 $1.9M NEW 39k 49.05
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $1.9M +9% 31k 61.16
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $1.9M -4% 22k 88.71
Wal-Mart Stores (WMT) 0.2 $1.9M -27% 14k 135.83
Advisorshares Tr Pure Us Cannabis (MSOS) 0.2 $1.9M -16% 45k 42.39
Crown Castle Intl (CCI) 0.2 $1.9M +9% 11k 172.14
Target Corporation (TGT) 0.2 $1.9M +22% 9.4k 198.03
Draftkings Com Cl A (DKNG) 0.2 $1.9M -30% 30k 61.34
Fidelity Covington Trust Total Bd Etf (FBND) 0.2 $1.9M +139% 35k 52.40
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $1.9M -19% 19k 99.68
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $1.8M +10% 22k 84.74
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.2 $1.8M +38% 53k 34.05
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.2 $1.8M +8% 36k 49.56
Ishares Tr Mbs Etf (MBB) 0.2 $1.8M -20% 17k 108.43
Accenture Plc Ireland Shs Class A (ACN) 0.2 $1.8M -47% 6.4k 276.21
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $1.8M -2% 26k 68.30
Ishares Tr Core Intl Aggr (IAGG) 0.2 $1.7M -14% 32k 54.86
Waste Management (WM) 0.2 $1.7M +70% 13k 128.99
Vanguard World Fds Health Car Etf (VHT) 0.2 $1.7M +4% 7.5k 228.72
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.2 $1.7M -11% 47k 36.32
International Business Machines (IBM) 0.2 $1.7M +302% 13k 133.29
Starbucks Corporation (SBUX) 0.1 $1.7M -34% 15k 109.29
Walgreen Boots Alliance (WBA) 0.1 $1.7M NEW 31k 54.89
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $1.7M +24% 9.8k 168.02
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.1 $1.7M +13% 44k 37.47
Two Rds Shared Tr Anfield Unvl Etf (AFIF) 0.1 $1.6M +48% 169k 9.72
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $1.6M +289% 18k 87.81
American Express Company (AXP) 0.1 $1.6M +392% 11k 141.41
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $1.6M 17k 90.87
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.1 $1.6M +4% 31k 50.88
Las Vegas Sands (LVS) 0.1 $1.6M +365% 26k 60.77
American Tower Reit (AMT) 0.1 $1.6M -18% 6.5k 239.05
Eagle Materials (EXP) 0.1 $1.6M +5% 12k 134.40
Etf Ser Solutions Us Glb Jets (JETS) 0.1 $1.5M +14% 56k 26.91
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $1.5M +12% 21k 73.76
First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 0.1 $1.5M -6% 22k 67.98
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $1.5M +21% 34k 43.78
Ishares Tr National Mun Etf (MUB) 0.1 $1.5M +3% 13k 116.01
Northrop Grumman Corporation (NOC) 0.1 $1.5M 4.6k 323.64
Hanesbrands (HBI) 0.1 $1.5M NEW 76k 19.67
John Hancock Exchange Traded Multi Intl Etf (JHMD) 0.1 $1.5M +7% 45k 32.46
Medtronic SHS (MDT) 0.1 $1.5M -34% 12k 118.14
Wisdomtree Tr Us High Dividend (DHS) 0.1 $1.5M 19k 76.30
Southern Company (SO) 0.1 $1.5M -4% 23k 62.18
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $1.5M -70% 16k 93.02
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $1.4M +8% 15k 98.43
Expedia Group Com New (EXPE) 0.1 $1.4M -5% 8.3k 172.06
Square Cl A (SQ) 0.1 $1.4M -42% 6.3k 226.98
Ishares Silver Tr Ishares (SLV) 0.1 $1.4M +16% 62k 22.70
Thermo Fisher Scientific (TMO) 0.1 $1.4M -25% 3.1k 456.51
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.4M +27% 19k 72.94
Eaton Corp SHS (ETN) 0.1 $1.4M +6% 10k 138.30
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.4M -24% 12k 118.31
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.4M -64% 3.8k 364.17
Ishares Msci Gbl Min Vol (ACWV) 0.1 $1.4M -29% 14k 98.65
Brink's Company (BCO) 0.1 $1.4M +7% 17k 79.23
First Tr Exchange-traded Multi Asset Di (MDIV) 0.1 $1.4M -7% 84k 16.15
Emerson Electric (EMR) 0.1 $1.3M -9% 15k 90.22
Duke Energy Corp Com New (DUK) 0.1 $1.3M +13% 14k 96.53
Kraft Heinz (KHC) 0.1 $1.3M 33k 40.00
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $1.3M -2% 49k 26.76
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $1.3M -61% 16k 82.48
Norfolk Southern (NSC) 0.1 $1.3M 4.8k 268.54
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.1 $1.3M +90% 16k 83.35
Royal Caribbean Cruises (RCL) 0.1 $1.3M 15k 85.61
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $1.3M 53k 24.30
Vanguard Index Fds Value Etf (VTV) 0.1 $1.3M 9.8k 131.46
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $1.3M 24k 53.55
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $1.3M -10% 13k 96.67
Glacier Ban (GBCI) 0.1 $1.3M -5% 22k 57.07
United Parcel Service CL B (UPS) 0.1 $1.2M -37% 7.3k 169.99
Lauder Estee Cos Cl A (EL) 0.1 $1.2M -6% 4.3k 290.82
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $1.2M -25% 11k 109.43
Ishares Tr Gbl Green Etf (BGRN) 0.1 $1.2M -11% 23k 54.65
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $1.2M 12k 101.06
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $1.2M +7% 7.9k 151.49
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.2M -18% 20k 60.70
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $1.2M -71% 29k 41.82
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.2M +3% 18k 65.10
Vornado Rlty Tr Sh Ben Int (VNO) 0.1 $1.2M NEW 26k 45.41
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $1.2M +22% 19k 61.39
Select Sector Spdr Tr Technology (XLK) 0.1 $1.2M -11% 8.9k 132.80
Boston Properties (BXP) 0.1 $1.2M NEW 12k 101.29
Amplify Etf Tr Blockchain Ldr (BLOK) 0.1 $1.2M NEW 21k 55.86
Ishares Tr Core Msci Eafe (IEFA) 0.1 $1.2M +11% 16k 72.02
Ishares Tr S&p 100 Etf (OEF) 0.1 $1.2M -3% 6.5k 179.79
John Hancock Exchange Traded Multifactr Sml (JHSC) 0.1 $1.2M +3% 35k 33.85
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.2M -14% 15k 75.88
Xcel Energy (XEL) 0.1 $1.2M 18k 66.51
Air Products & Chemicals (APD) 0.1 $1.1M +8% 4.0k 281.40
Automatic Data Processing (ADP) 0.1 $1.1M 6.0k 188.44
Ishares Tr U.s. Utilits Etf (IDU) 0.1 $1.1M -4% 14k 79.57
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $1.1M -5% 16k 69.17
Leuthold Fds Core Etf (LCR) 0.1 $1.1M -2% 38k 29.07
Nextera Energy (NEE) 0.1 $1.1M -10% 15k 75.59
Hldgs (UAL) 0.1 $1.1M -13% 19k 57.55
MercadoLibre (MELI) 0.1 $1.1M +117% 736.00 1473.21
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $1.1M +14% 8.0k 134.91
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.1 $1.1M 21k 50.20
Global X Fds Lnty Thmtc Etf (LNGR) 0.1 $1.0M +55% 37k 27.74
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $1.0M +14% 14k 75.91
S&p Global (SPGI) 0.1 $1.0M +21% 2.9k 353.00
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $1.0M +4% 4.8k 214.62
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $1.0M 13k 76.36
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $1.0M -3% 4.5k 226.65
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH) 0.1 $1.0M +29% 12k 87.84
Travelers Companies (TRV) 0.1 $1000k -10% 6.6k 150.47
Analog Devices (ADI) 0.1 $984k +12% 6.3k 155.11

Past Filings by Dynamic Advisor Solutions

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

View all past filings