Dynamic Advisors Solutions

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

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Positions held by Dynamic Advisors Solutions consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Dynamic Advisor Solutions

Dynamic Advisor Solutions holds 803 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Dynamic Advisor Solutions has 803 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.8 $73M 378k 193.97
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Invesco Qqq Tr Unit Ser 1 (QQQ) 3.1 $60M +6% 163k 369.42
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Microsoft Corporation (MSFT) 2.1 $42M -2% 122k 340.54
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Spdr Ser Tr Portfolio S&p500 (SPLG) 1.8 $36M +63% 682k 52.11
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Tesla Motors (TSLA) 1.4 $27M +2% 101k 261.77
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Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $24M +10% 110k 220.28
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John Hancock Exchange Traded Multifactor Mi (JHMM) 1.2 $24M -15% 477k 49.69
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.2 $22M +109% 257k 87.30
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Spdr Gold Tr Gold Shs (GLD) 1.1 $22M +34% 122k 178.27
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.1 $21M +53% 465k 45.42
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Ishares Tr Rus 1000 Val Etf (IWD) 1.1 $21M 130k 157.83
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.0 $20M -9% 399k 50.14
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Amazon (AMZN) 1.0 $19M 142k 130.36
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Ishares Tr Russell 2000 Etf (IWM) 0.9 $18M +201% 97k 187.27
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Ishares Tr Core Msci Eafe (IEFA) 0.9 $18M +81% 266k 67.50
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.9 $17M -8% 331k 52.37
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $17M +126% 234k 72.69
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NVIDIA Corporation (NVDA) 0.9 $17M -13% 39k 423.02
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.8 $15M +65% 214k 71.03
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $15M -46% 33k 443.28
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.7 $13M 163k 79.79
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Spdr Ser Tr Portfolio Short (SPSB) 0.7 $13M +128% 429k 29.44
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $12M 36k 341.00
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.6 $12M +5% 215k 55.33
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Ishares Tr Core Div Grwth (DGRO) 0.6 $12M +31% 229k 51.53
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $12M +24% 156k 75.66
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $12M +25% 254k 46.18
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Dbx Etf Tr Xtrack Msci All (DBAW) 0.6 $12M -43% 402k 28.95
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.6 $12M +20% 429k 27.15
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.6 $12M +25% 241k 48.16
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $11M -29% 141k 81.08
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Ishares Tr Core S&p Scp Etf (IJR) 0.6 $11M -6% 115k 99.65
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Spdr Ser Tr S&p Divid Etf (SDY) 0.6 $11M -2% 93k 122.58
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.5 $11M -43% 218k 48.88
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Sherwin-Williams Company (SHW) 0.5 $11M 40k 265.52
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First Tr Value Line Divid In SHS (FVD) 0.5 $11M 263k 40.09
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Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.5 $10M +30% 208k 48.98
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $10M +63% 250k 40.68
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JPMorgan Chase & Co. (JPM) 0.5 $10M +4% 69k 145.44
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Alphabet Cap Stk Cl A (GOOGL) 0.5 $9.9M +2% 82k 119.70
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Ishares Tr Core S&p500 Etf (IVV) 0.5 $9.5M +20% 21k 445.72
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Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.5 $9.3M +34% 195k 47.79
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First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.5 $8.9M +32% 368k 24.17
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Ishares Emng Mkts Eqt (EMGF) 0.4 $8.7M +131% 209k 41.57
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Johnson & Johnson (JNJ) 0.4 $8.5M +26% 51k 165.52
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $8.3M +77% 20k 407.27
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Home Depot (HD) 0.4 $8.2M 26k 310.64
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.4 $8.0M +3% 80k 99.76
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Chevron Corporation (CVX) 0.4 $8.0M +2% 51k 157.35
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $7.8M +5% 119k 65.44
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.4 $7.6M -11% 158k 48.06
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Flexshares Tr Iboxx 3r Targt (TDTT) 0.4 $7.6M -13% 323k 23.53
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Sypris Solutions (SYPR) 0.4 $7.6M NEW 3.7M 2.04
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Alphabet Cap Stk Cl C (GOOG) 0.4 $7.4M +3% 61k 120.97
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.4 $7.3M +3% 129k 56.46
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Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $7.3M 28k 261.48
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Visa Com Cl A (V) 0.4 $7.2M +14% 30k 237.48
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UnitedHealth (UNH) 0.4 $7.2M +4% 15k 480.62
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Costco Wholesale Corporation (COST) 0.4 $7.1M -7% 13k 538.38
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Ishares Tr Calif Mun Bd Etf (CMF) 0.4 $7.1M +198% 125k 56.95
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.4 $7.1M +37% 169k 41.73
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.4 $7.1M +10% 220k 32.11
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Ishares Tr Core S&p Us Vlu (IUSV) 0.4 $7.0M +67% 89k 78.26
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Cisco Systems (CSCO) 0.4 $7.0M +6% 135k 51.74
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Ishares Tr Exponential Tech (XT) 0.4 $6.9M +4% 124k 55.60
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Ishares Tr Core Us Aggbd Et (AGG) 0.3 $6.7M -26% 68k 97.95
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Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.3 $6.6M +39% 71k 93.74
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Meta Platforms Cl A (META) 0.3 $6.6M +6% 23k 286.98
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Broadcom (AVGO) 0.3 $6.6M 7.6k 867.48
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Fidelity Covington Trust Vlu Factor Etf (FVAL) 0.3 $6.5M +97% 133k 49.10
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $6.5M 44k 149.64
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $6.4M -14% 136k 47.42
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Eli Lilly & Co. (LLY) 0.3 $6.4M +81% 14k 469.00
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $6.4M +24% 32k 198.89
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Exxon Mobil Corporation (XOM) 0.3 $6.4M +11% 59k 107.25
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $6.3M -6% 80k 79.03
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $6.3M +8% 117k 53.81
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $6.3M -6% 58k 108.14
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.3 $6.2M +160% 134k 46.64
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.3 $6.2M +37% 148k 41.87
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $6.2M +19% 63k 97.46
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Walt Disney Company (DIS) 0.3 $6.2M +25% 69k 89.28
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $6.1M +2% 81k 74.95
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $6.0M +23% 81k 74.17
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $6.0M +53% 137k 43.80
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $6.0M +25% 109k 54.80
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Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) 0.3 $5.9M +13% 243k 24.36
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Ishares Tr Tips Bd Etf (TIP) 0.3 $5.8M 54k 107.62
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Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $5.8M -31% 69k 83.56
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $5.8M +78% 79k 72.93
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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.3 $5.7M -40% 62k 91.89
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Invesco Actively Managed Etf Total Return (GTO) 0.3 $5.7M +81% 123k 46.46
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Ishares Tr Short Treas Bd (SHV) 0.3 $5.7M -23% 52k 110.45
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Dbx Etf Tr Xtrack Usd High (HYLB) 0.3 $5.5M +77% 161k 34.50
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Pimco Equity Ser Rafi Dyn Ml Us (MFUS) 0.3 $5.5M NEW 140k 39.47
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Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.3 $5.5M +116% 32k 171.83
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $5.5M +13% 117k 47.17
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Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.3 $5.5M -55% 114k 48.21
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Flexshares Tr Glb Qlt R/e Idx (GQRE) 0.3 $5.4M +90% 102k 53.04
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J P Morgan Exchange Traded F Betabuilders Usd (BBHY) 0.3 $5.4M +67% 121k 44.61
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McDonald's Corporation (MCD) 0.3 $5.3M -10% 18k 298.40
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Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $5.3M -15% 50k 106.07
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $5.3M +25% 194k 27.32
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BlackRock (BLK) 0.3 $5.3M +7% 7.7k 691.15
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Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 0.3 $5.3M +108% 75k 69.92
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Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.3 $5.2M +40% 158k 33.19
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.3 $5.2M +8% 218k 23.91
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Vanguard Specialized Funds Div App Etf (VIG) 0.3 $5.2M +4% 32k 162.43
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T Rowe Price Etf Price Eqt Income (TEQI) 0.3 $5.2M -21% 151k 34.46
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $5.2M +31% 220k 23.46
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Global X Fds Nasdaq 100 Cover (QYLD) 0.3 $5.1M +123% 289k 17.75
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Verizon Communications (VZ) 0.3 $5.1M 138k 37.19
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $5.1M -10% 68k 75.57
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $5.1M -25% 55k 91.82
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Pepsi (PEP) 0.3 $5.0M +3% 27k 185.22
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Pfizer (PFE) 0.3 $4.9M +13% 135k 36.68
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Merck & Co (MRK) 0.3 $4.9M -8% 42k 115.39
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.2 $4.8M +90% 121k 40.17
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Vanguard Index Fds Mid Cap Etf (VO) 0.2 $4.8M -39% 22k 220.16
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Ishares Tr TRS FLT RT BD (TFLO) 0.2 $4.8M -21% 94k 50.67
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Honeywell International (HON) 0.2 $4.8M +21% 23k 207.50
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Vanguard World Fds Utilities Etf (VPU) 0.2 $4.7M 33k 142.17
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Intuit (INTU) 0.2 $4.7M +40% 10k 458.21
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Crowdstrike Hldgs Cl A (CRWD) 0.2 $4.7M 32k 146.87
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Lockheed Martin Corporation (LMT) 0.2 $4.7M +18% 10k 460.38
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Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.2 $4.6M +81% 185k 25.09
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Ishares Core Msci Emkt (IEMG) 0.2 $4.6M -29% 94k 49.29
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Ishares Tr National Mun Etf (MUB) 0.2 $4.6M +45% 43k 106.73
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salesforce (CRM) 0.2 $4.5M 21k 211.26
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $4.4M +2% 42k 104.04
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Coca-Cola Company (KO) 0.2 $4.4M 73k 60.22
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Netflix (NFLX) 0.2 $4.3M -12% 9.8k 440.49
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $4.3M -4% 57k 75.08
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Procter & Gamble Company (PG) 0.2 $4.3M +7% 28k 151.74
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Etf Ser Solutions Netlease Corp (NETL) 0.2 $4.2M 174k 24.25
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Mastercard Incorporated Cl A (MA) 0.2 $4.2M +11% 11k 393.31
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Union Pacific Corporation (UNP) 0.2 $4.2M +18% 21k 204.62
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $4.1M +6% 57k 72.62
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Select Sector Spdr Tr Energy (XLE) 0.2 $4.1M 51k 81.17
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $3.9M +11% 105k 36.99
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Abbvie (ABBV) 0.2 $3.8M -6% 29k 134.73
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Boeing Company (BA) 0.2 $3.8M -12% 18k 211.15
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Agf Invts Tr Us Market Netrl (BTAL) 0.2 $3.8M +399% 201k 18.76
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Bank of America Corporation (BAC) 0.2 $3.8M 131k 28.69
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $3.8M +22% 74k 50.65
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Vanguard World Mega Cap Index (MGC) 0.2 $3.7M 24k 156.46
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Ishares Tr Pfd And Incm Sec (PFF) 0.2 $3.7M -3% 121k 30.93
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $3.7M +32% 108k 34.50
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Wal-Mart Stores (WMT) 0.2 $3.7M +6% 24k 157.18
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Raytheon Technologies Corp (RTX) 0.2 $3.6M +4% 37k 97.96
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Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.2 $3.6M +1214% 72k 49.72
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Thermo Fisher Scientific (TMO) 0.2 $3.6M +10% 6.9k 521.72
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Adobe Systems Incorporated (ADBE) 0.2 $3.6M -2% 7.3k 488.99
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $3.5M -2% 13k 275.17
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CVS Caremark Corporation (CVS) 0.2 $3.5M +13% 51k 69.13
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $3.4M -49% 82k 41.45
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Dimensional Etf Trust Short Duration F (DFSD) 0.2 $3.4M +38% 73k 46.35
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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.2 $3.4M -3% 9.6k 349.74
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Northrop Grumman Corporation (NOC) 0.2 $3.4M 7.4k 455.83
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Nextera Energy (NEE) 0.2 $3.3M +9% 45k 74.20
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Vanguard Index Fds Growth Etf (VUG) 0.2 $3.2M +7% 12k 282.95
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Altria (MO) 0.2 $3.2M 71k 45.30
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Ishares Tr Msci Gbl Sus Dev (SDG) 0.2 $3.2M +8% 41k 79.05
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United Parcel Service CL B (UPS) 0.2 $3.1M +24% 17k 179.25
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $3.1M +19% 24k 132.73
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Abbott Laboratories (ABT) 0.2 $3.1M -5% 28k 109.02
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Select Sector Spdr Tr Technology (XLK) 0.2 $3.1M +8% 18k 173.86
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Amgen (AMGN) 0.2 $3.1M +14% 14k 222.02
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Ishares Silver Tr Ishares (SLV) 0.2 $3.0M +137% 146k 20.89
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Philip Morris International (PM) 0.2 $3.0M +11% 31k 97.62
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Waste Management (WM) 0.2 $3.0M +3% 17k 173.42
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $2.9M -16% 9.4k 308.58
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Comcast Corp Cl A (CMCSA) 0.1 $2.9M -2% 69k 41.55
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Emerson Electric (EMR) 0.1 $2.8M +17% 31k 90.39
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Qualcomm (QCOM) 0.1 $2.8M +24% 24k 119.04
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $2.8M +35% 58k 48.37
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $2.8M 41k 67.09
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Ishares Tr A Rate Cp Bd Etf (QLTA) 0.1 $2.7M -16% 58k 47.18
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Advanced Micro Devices (AMD) 0.1 $2.7M -8% 24k 113.91
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Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $2.7M +24% 91k 29.63
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Nike CL B (NKE) 0.1 $2.7M +27% 24k 110.37
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Blackrock Core Bd Tr Shs Ben Int (BHK) 0.1 $2.7M -9% 252k 10.64
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Ishares Esg Awr Msci Em (ESGE) 0.1 $2.7M +41% 84k 31.63
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International Business Machines (IBM) 0.1 $2.7M -40% 20k 133.81
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Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $2.6M +38% 73k 36.00
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Dimensional Etf Trust Us High Profitab (DUHP) 0.1 $2.6M +36% 97k 26.54
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American Tower Reit (AMT) 0.1 $2.6M +6% 13k 193.94
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 0.1 $2.5M +30% 101k 25.04
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PIMCO Corporate Opportunity Fund (PTY) 0.1 $2.5M -13% 181k 14.00
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $2.5M +253% 184k 13.61
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Ishares Tr Core Msci Total (IXUS) 0.1 $2.4M NEW 39k 62.62
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $2.4M +32% 68k 35.65
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Albemarle Corporation (ALB) 0.1 $2.4M +15% 11k 223.08
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Uscf Etf Tr Midstream Energy (UMI) 0.1 $2.4M +172% 71k 34.25
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At&t (T) 0.1 $2.4M -42% 151k 15.95
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $2.4M 68k 35.37
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Ishares Tr Core Intl Aggr (IAGG) 0.1 $2.4M +160% 48k 49.29
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $2.3M +2% 24k 96.60
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $2.3M -4% 46k 50.22
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Texas Instruments Incorporated (TXN) 0.1 $2.3M +2% 13k 180.02
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $2.3M 44k 52.43
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Goldman Sachs Etf Tr Activebeta Us (GSSC) 0.1 $2.3M -2% 40k 57.74
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Ishares Msci Gbl Gold Mn (RING) 0.1 $2.3M NEW 97k 23.30
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Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.1 $2.3M +35% 46k 49.53
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Ishares Tr Us Aer Def Etf (ITA) 0.1 $2.2M +50% 19k 116.67
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Novo-nordisk A S Adr (NVO) 0.1 $2.2M +10% 14k 161.83
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Kraft Heinz (KHC) 0.1 $2.2M +19% 61k 35.50
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Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $2.2M -20% 20k 107.32
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $2.1M 28k 75.07
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Bristol Myers Squibb (BMY) 0.1 $2.1M 33k 63.95
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $2.1M +99% 34k 62.27
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Pimco Dynamic Income SHS (PDI) 0.1 $2.1M NEW 112k 18.75
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Duke Energy Corp Com New (DUK) 0.1 $2.1M +7% 23k 89.74
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Vanguard Index Fds Value Etf (VTV) 0.1 $2.1M -45% 15k 142.10
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $2.1M +109% 35k 58.66
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Automatic Data Processing (ADP) 0.1 $2.1M +3% 9.3k 219.80
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Crown Castle Intl (CCI) 0.1 $2.0M +6% 18k 113.94
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Vanguard World Fds Health Car Etf (VHT) 0.1 $2.0M -2% 8.3k 244.82
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Medtronic SHS (MDT) 0.1 $2.0M +18% 23k 88.10
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Ishares Tr Micro-cap Etf (IWC) 0.1 $2.0M +2% 18k 109.30
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Intuitive Surgical Com New (ISRG) 0.1 $2.0M +5% 5.8k 341.91
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Eaton Corp SHS (ETN) 0.1 $2.0M 9.8k 201.10
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Southern Company (SO) 0.1 $2.0M -2% 28k 70.25
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Ishares Tr International Sl (ISCF) 0.1 $2.0M +752% 63k 30.85
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.9M +7% 27k 72.50
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Ishares Tr Mbs Etf (MBB) 0.1 $1.9M -25% 21k 93.26
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Intel Corporation (INTC) 0.1 $1.9M +9% 57k 33.44
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Victory Portfolios Ii Vcshs Us Smcp Hg (CSB) 0.1 $1.9M +5% 37k 51.34
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Wells Fargo & Company (WFC) 0.1 $1.9M +47% 44k 42.68
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Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $1.9M -3% 60k 31.35
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $1.9M 37k 50.82
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Eversource Energy (ES) 0.1 $1.9M 27k 70.92
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Chubb (CB) 0.1 $1.9M +5% 9.8k 192.56
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Enterprise Products Partners (EPD) 0.1 $1.9M -5% 71k 26.35
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ConocoPhillips (COP) 0.1 $1.9M 18k 103.61
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $1.9M +25% 11k 169.82
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Dimensional Etf Trust Intl High Profit (DIHP) 0.1 $1.9M +34% 76k 24.48
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Ford Motor Company (F) 0.1 $1.9M -2% 123k 15.13
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Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $1.8M +47% 84k 21.52
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Select Sector Spdr Tr Financial (XLF) 0.1 $1.8M +2% 54k 33.71
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Constellation Brands Cl A (STZ) 0.1 $1.8M -25% 7.3k 246.14
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Pacer Fds Tr Pacer Us Small (CALF) 0.1 $1.8M +623% 44k 40.70
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Novartis Sponsored Adr (NVS) 0.1 $1.8M +21% 18k 100.91
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Proshares Tr S&p Mdcp 400 Div (REGL) 0.1 $1.7M +12% 25k 70.27
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Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $1.7M +9% 44k 39.03
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Phillips 66 (PSX) 0.1 $1.7M -2% 18k 95.38
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $1.7M +235% 69k 24.63
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Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.1 $1.7M -9% 34k 49.64
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Roper Industries (ROP) 0.1 $1.7M +10% 3.4k 480.81
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Freeport-mcmoran CL B (FCX) 0.1 $1.7M 41k 40.00
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Past Filings by Dynamic Advisor Solutions

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

View all past filings