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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, DFCF, and represent 11.71% of Dynamic Advisor Solutions's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$44M), DFCF (+$29M), IWB (+$23M), DFUS (+$13M), FLHY (+$12M), GTO (+$12M), DFAC (+$11M), IVV (+$9.2M), BND (+$7.7M), FBND (+$7.6M).
Started 72 new stock positions in TER, TPSC, WULF, Sila Realty Trust, IBN, ROST, TPHD, OAIM, HYMB, USHY.
Reduced shares in these 10 stocks: BBHY (-$10M), JHMM (-$9.6M), SRLN (-$9.2M), SPY (-$7.7M), SYPR (-$6.9M), GSLC (-$6.7M), CRWD (-$6.4M), Pioneer Natural Resources (-$5.4M), CSCO (-$5.1M), SDY (-$5.0M).
Sold out of its positions in AMP, BUD, ADSK, BKR, BBD, BRKL, CCL, CNC, Crescent Point Energy Trust, DTE.
Dynamic Advisor Solutions was a net buyer of stock by $210M.
Dynamic Advisor Solutions has $3.2B in assets under management (AUM), dropping by 6.88%.
Central Index Key (CIK): 0001599747

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Portfolio Holdings for Dynamic Advisor Solutions

Dynamic Advisor Solutions holds 945 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Dynamic Advisor Solutions has 945 total positions. Only the first 250 positions are shown.

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Download the Dynamic Advisor Solutions June 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.1	$98M		484k	203.11	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.6	$83M	+3%	174k	479.11	View chart
Microsoft Corporation (MSFT)	2.3	$72M		161k	446.95	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$66M	+16%	121k	547.23	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.6	$52M	+126%	1.2M	41.54	View chart
NVIDIA Corporation (NVDA)	1.5	$49M	+910%	398k	123.54	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.5	$48M	+5%	757k	64.00	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.3	$42M	+22%	925k	44.93	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	1.2	$38M	+50%	653k	58.85	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$35M	-2%	130k	267.51	View chart
Amazon (AMZN)	1.1	$34M	+13%	178k	193.25	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.0	$33M	+46%	1.0M	32.24	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.0	$32M	+31%	446k	72.05	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.0	$32M	-17%	299k	106.95	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$28M	+11%	391k	72.64	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.9	$28M	+488%	95k	297.54	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.9	$28M	+19%	476k	58.52	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.8	$26M		407k	64.25	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$26M		141k	182.15	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.8	$24M	+18%	311k	77.83	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.7	$24M	+6%	730k	32.56	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$24M		134k	174.47	View chart
Powershares Actively Managed Total Return (GTO)	0.7	$22M	+115%	483k	46.36	View chart
Costco Wholesale Corporation (COST)	0.7	$21M	+6%	25k	849.98	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$21M		99k	215.01	View chart
Broadcom (AVGO)	0.7	$21M	-3%	13k	1605.53	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.7	$21M	-31%	379k	55.04	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.6	$20M	+25%	806k	24.45	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$20M	+10%	184k	106.66	View chart
JPMorgan Chase & Co. (JPM)	0.6	$19M		96k	202.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$19M	+2%	47k	406.80	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$19M	+4%	405k	47.45	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$19M	+10%	248k	77.28	View chart
Chevron Corporation (CVX)	0.6	$18M	+10%	114k	156.42	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$18M	+10%	110k	160.41	View chart
Meta Platforms Cl A (META)	0.6	$18M	+9%	35k	504.21	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$17M	-30%	32k	544.21	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.5	$17M	+56%	572k	29.67	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.5	$17M	+2%	195k	86.61	View chart
Tesla Motors (TSLA)	0.5	$17M		85k	197.88	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.5	$17M		347k	48.54	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$16M	-5%	33k	500.13	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$16M	+8%	328k	49.42	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$16M		273k	57.61	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.5	$16M	+7%	442k	35.03	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	0.5	$15M	+7%	543k	27.59	View chart
Eli Lilly & Co. (LLY)	0.5	$15M	+5%	16k	905.40	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$15M	+43%	244k	60.08	View chart
Home Depot (HD)	0.5	$15M	+2%	42k	344.24	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$14M	+8%	328k	43.76	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$14M	+18%	64k	218.04	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.4	$14M		274k	50.47	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$14M	+56%	350k	39.27	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$14M		73k	183.42	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$13M	+15%	66k	202.89	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$13M	+49%	511k	25.87	View chart
UnitedHealth (UNH)	0.4	$13M		26k	509.25	View chart
Ishares Emng Mkts Eqt (EMGF)	0.4	$13M	-17%	270k	46.67	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.4	$13M	-15%	237k	52.49	View chart
Exxon Mobil Corporation (XOM)	0.4	$12M	+88%	107k	115.12	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$12M	+12%	51k	242.10	View chart
Franklin Templeton Etf Tr High Yield Corp (FLHY)	0.4	$12M	NEW	515k	23.71	View chart
Sherwin-Williams Company (SHW)	0.4	$12M		40k	298.43	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$11M	-2%	200k	56.68	View chart
Abbvie (ABBV)	0.3	$11M		65k	171.52	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$11M	+4%	181k	61.09	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$11M	-3%	117k	91.78	View chart
Wal-Mart Stores (WMT)	0.3	$11M	+2%	157k	67.71	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.3	$10M	-27%	350k	29.70	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$10M	-2%	103k	100.65	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.3	$10M	+16%	219k	47.00	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$10M	+5%	97k	106.55	View chart
Merck & Co (MRK)	0.3	$10M	+3%	81k	123.80	View chart
Visa Com Cl A (V)	0.3	$9.9M		38k	262.47	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$9.9M		204k	48.67	View chart
Ishares Tr Exponential Tech (XT)	0.3	$9.8M	-4%	166k	58.83	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$9.8M	+26%	183k	53.53	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.3	$9.5M	-23%	100k	94.67	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$9.2M		56k	164.28	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.3	$9.2M	+36%	287k	31.99	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.3	$9.1M	-14%	158k	57.58	View chart
Flexshares Tr Glb Qlt R/e Idx (GQRE)	0.3	$8.9M	-11%	163k	54.58	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$8.7M	+2%	86k	100.84	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$8.6M	+6%	98k	88.13	View chart
Mastercard Incorporated Cl A (MA)	0.3	$8.4M		19k	441.16	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$8.1M	+15%	210k	38.42	View chart
Johnson & Johnson (JNJ)	0.3	$8.0M	+2%	55k	146.16	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.3	$8.0M		175k	45.59	View chart
Caterpillar (CAT)	0.2	$7.9M		24k	333.10	View chart
Pepsi (PEP)	0.2	$7.8M	-4%	47k	164.93	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.2	$7.8M	+68%	352k	22.10	View chart
Texas Instruments Incorporated (TXN)	0.2	$7.7M		40k	194.53	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$7.6M	-13%	97k	77.76	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$7.6M	-2%	33k	226.23	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.2	$7.5M	-30%	101k	74.74	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$7.5M	+14%	77k	97.07	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$7.5M		156k	48.13	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$7.4M	-4%	159k	46.61	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$7.3M	+2%	30k	246.63	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$7.3M		143k	51.24	View chart
Keysight Technologies (KEYS)	0.2	$7.3M	+3%	53k	136.75	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$7.2M	+4%	106k	68.14	View chart
Union Pacific Corporation (UNP)	0.2	$7.2M		32k	226.26	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$7.1M	+9%	68k	104.55	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.2	$7.1M	-26%	185k	38.14	View chart
Emerson Electric (EMR)	0.2	$7.0M	+5%	64k	110.16	View chart
Southern Company (SO)	0.2	$7.0M	+10%	91k	77.57	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$7.0M	+8%	23k	303.40	View chart
Netflix (NFLX)	0.2	$6.9M		10k	674.90	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$6.9M	+15%	131k	52.95	View chart
Intuit (INTU)	0.2	$6.9M		11k	657.19	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$6.9M	+2%	90k	76.70	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$6.9M	+5%	86k	79.93	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$6.8M	+162%	266k	25.64	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.2	$6.8M	+2%	71k	95.20	View chart
Cisco Systems (CSCO)	0.2	$6.7M	-43%	141k	47.51	View chart
Amgen (AMGN)	0.2	$6.7M	-5%	21k	312.45	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$6.6M	+42%	252k	26.32	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$6.6M	-8%	55k	119.32	View chart
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)	0.2	$6.5M		137k	47.41	View chart
International Business Machines (IBM)	0.2	$6.4M	+112%	37k	172.95	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$6.3M		35k	182.55	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$6.3M		17k	364.51	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.2	$6.3M	+74%	60k	104.64	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.2	$6.3M		47k	133.28	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$6.2M		53k	118.60	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.2	$6.1M	-5%	250k	24.49	View chart
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT)	0.2	$6.1M	+6%	251k	24.18	View chart
Northrop Grumman Corporation (NOC)	0.2	$6.0M		14k	435.95	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$6.0M	+2%	191k	31.55	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$6.0M	+10%	73k	81.65	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$6.0M	+11%	169k	35.46	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$6.0M	NEW	185k	32.25	View chart
Thomson Reuters Corp. (TRI)	0.2	$5.9M	-3%	35k	168.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.2	$5.9M	+29%	204k	28.92	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$5.9M		16k	374.00	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$5.9M	-7%	74k	78.78	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$5.8M		105k	55.50	View chart
Adobe Systems Incorporated (ADBE)	0.2	$5.8M		11k	555.54	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$5.8M	+2%	116k	50.11	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$5.7M	+2%	97k	59.20	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.2	$5.7M		184k	31.15	View chart
Honeywell International (HON)	0.2	$5.7M		27k	213.54	View chart
Roper Industries (ROP)	0.2	$5.7M		10k	563.65	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$5.6M	+226%	171k	33.00	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.2	$5.6M	+11%	221k	25.34	View chart
Advanced Micro Devices (AMD)	0.2	$5.6M	+9%	35k	162.21	View chart
Digital Realty Trust (DLR)	0.2	$5.6M		37k	152.05	View chart
salesforce (CRM)	0.2	$5.5M	+4%	22k	257.11	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$5.5M	+11%	47k	118.78	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$5.5M	+2%	117k	46.77	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$5.4M	-13%	59k	91.78	View chart
Procter & Gamble Company (PG)	0.2	$5.3M	-3%	32k	164.92	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$5.3M	+346%	136k	39.05	View chart
T Rowe Price Etf Price Eqt Income (TEQI)	0.2	$5.3M	-3%	134k	39.24	View chart
Lamar Advertising Cl A (LAMR)	0.2	$5.2M		44k	119.53	View chart
Etf Ser Solutions Netlease Corp (NETL)	0.2	$5.1M	+11%	230k	22.32	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.2	$5.1M	-30%	148k	34.76	View chart
Coca-Cola Company (KO)	0.2	$5.1M	-3%	80k	63.65	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.2	$5.1M		54k	94.45	View chart
Lockheed Martin Corporation (LMT)	0.2	$5.1M	-6%	11k	467.09	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$5.0M		65k	76.58	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$5.0M	+4%	103k	48.54	View chart
BlackRock (BLK)	0.2	$4.9M	-2%	6.2k	787.32	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.2	$4.9M	+2%	249k	19.64	View chart
Verizon Communications (VZ)	0.2	$4.9M	-6%	118k	41.24	View chart
Boston Scientific Corporation (BSX)	0.2	$4.9M		63k	77.01	View chart
McDonald's Corporation (MCD)	0.2	$4.9M	-13%	19k	254.83	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.2	$4.9M		113k	43.05	View chart
Dbx Etf Tr Xtrack Msci All (DBAW)	0.2	$4.9M	-33%	145k	33.38	View chart
Bank of America Corporation (BAC)	0.1	$4.7M	+5%	119k	39.77	View chart
Walt Disney Company (DIS)	0.1	$4.7M	-3%	47k	99.29	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$4.6M	-3%	82k	56.88	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$4.6M		91k	50.66	View chart
Deere & Company (DE)	0.1	$4.6M		12k	373.64	View chart
Intuitive Surgical Com New (ISRG)	0.1	$4.6M	+2%	10k	444.83	View chart
EOG Resources (EOG)	0.1	$4.5M	-16%	36k	125.87	View chart
Spdr Ser Tr Russell Low Vol (ONEV)	0.1	$4.5M	+59%	38k	118.19	View chart
Palo Alto Networks (PANW)	0.1	$4.5M	+22%	13k	339.01	View chart
General Mills (GIS)	0.1	$4.5M		71k	63.26	View chart
Gilead Sciences (GILD)	0.1	$4.4M	-2%	64k	68.61	View chart
O'reilly Automotive (ORLY)	0.1	$4.4M		4.1k	1056.06	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$4.3M	+34%	175k	24.63	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$4.3M	-32%	39k	110.50	View chart
D.R. Horton (DHI)	0.1	$4.3M		31k	140.93	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$4.3M	-7%	51k	84.04	View chart
Waste Management (WM)	0.1	$4.2M	+5%	20k	213.34	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$4.1M		156k	26.57	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$4.1M	+29%	83k	49.92	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$4.1M	+16%	234k	17.67	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$4.1M	-11%	104k	39.34	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$4.0M	+22%	35k	115.47	View chart
Novo-nordisk A S Adr (NVO)	0.1	$4.0M	+21%	28k	142.74	View chart
Paychex (PAYX)	0.1	$4.0M		34k	118.56	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$4.0M	+4%	78k	51.05	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$4.0M	+2%	44k	91.15	View chart
Unilever Spon Adr New (UL)	0.1	$4.0M		72k	54.99	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$3.9M	-55%	31k	127.18	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$3.9M	+3%	172k	22.57	View chart
Qualcomm (QCOM)	0.1	$3.9M	-11%	19k	199.18	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$3.8M	+5%	42k	91.08	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.1	$3.8M	-10%	50k	75.07	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$3.7M	+8%	48k	78.05	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$3.7M		64k	57.99	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.1	$3.7M		70k	52.83	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$3.7M	+10%	95k	38.70	View chart
Raytheon Technologies Corp (RTX)	0.1	$3.7M	-8%	37k	100.39	View chart
Eaton Corp SHS (ETN)	0.1	$3.7M	+2%	12k	313.56	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$3.6M	+15%	84k	43.31	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$3.6M	NEW	139k	25.82	View chart
Comcast Corp Cl A (CMCSA)	0.1	$3.6M	+2%	91k	39.16	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$3.6M	+4%	24k	145.75	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$3.5M	-27%	63k	56.04	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$3.5M	-2%	47k	74.18	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.1	$3.5M	-16%	148k	23.59	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$3.5M	+25%	79k	44.43	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$3.5M	+33%	20k	173.81	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$3.4M	+2%	46k	74.08	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$3.4M	+36%	43k	78.63	View chart
Anthem (ELV)	0.1	$3.4M		6.2k	541.89	View chart
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB)	0.1	$3.4M	+39%	63k	53.44	View chart
TJX Companies (TJX)	0.1	$3.3M	+3%	30k	110.10	View chart
Boeing Company (BA)	0.1	$3.3M	-7%	18k	182.01	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$3.3M	-14%	65k	50.74	View chart
Altria (MO)	0.1	$3.3M	-4%	72k	45.55	View chart
At&t (T)	0.1	$3.2M	-2%	170k	19.11	View chart
Abbott Laboratories (ABT)	0.1	$3.2M	-2%	31k	103.91	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$3.2M	-5%	95k	33.65	View chart
Enterprise Products Partners (EPD)	0.1	$3.2M	+17%	109k	28.98	View chart
Waters Corporation (WAT)	0.1	$3.2M	+11%	11k	290.12	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$3.1M		76k	41.44	View chart
S&p Global (SPGI)	0.1	$3.1M	-2%	6.9k	446.01	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$3.1M	-4%	92k	33.53	View chart
United Parcel Service CL B (UPS)	0.1	$3.1M	+17%	22k	136.85	View chart
Ge Aerospace Com New (GE)	0.1	$3.0M		19k	158.97	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$3.0M	-3%	44k	67.56	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$3.0M	+12%	39k	77.14	View chart
American Express Company (AXP)	0.1	$3.0M		13k	231.55	View chart
American Tower Reit (AMT)	0.1	$2.9M		15k	194.38	View chart
Pfizer (PFE)	0.1	$2.9M	-11%	105k	27.98	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.1	$2.9M	+4%	203k	14.31	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$2.9M	-5%	22k	132.05	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$2.9M	+8%	6.2k	468.72	View chart
Blackrock Core Bd Tr Shs Ben Int (BHK)	0.1	$2.9M	+4%	271k	10.65	View chart
Fidelity National Financial Fnf Group Com (FNF)	0.1	$2.8M		58k	49.42	View chart
Oracle Corporation (ORCL)	0.1	$2.8M	+2%	20k	141.20	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.1	$2.8M	-13%	86k	33.03	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$2.8M	+65%	17k	168.79	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.1	$2.8M		44k	63.35	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.8M		5.0k	553.00	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 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
Dynamic Advisor Solutions 2020 Q3 filed Oct. 27, 2020

View all past filings

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