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

Dynamic Advisor Solutions holds 721 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Dynamic Advisor Solutions has 721 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.4 $50M +17% 384k 129.93
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.8 $40M -19% 152k 266.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.3 $33M -4% 86k 382.43
Microsoft Corporation (MSFT) 1.9 $28M 117k 239.82
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.8 $26M -6% 521k 50.13
John Hancock Exchange Traded Multifactor Mi (JHMM) 1.6 $24M +3% 513k 46.54
Dbx Etf Tr Xtrack Msci All (DBAW) 1.6 $24M -4% 884k 26.93
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.3 $20M -5% 412k 47.43
Ishares Tr Rus 1000 Val Etf (IWD) 1.3 $20M 129k 151.65
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $19M +2% 98k 191.19
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.2 $17M 375k 45.15
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 1.1 $16M -15% 327k 47.86
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.0 $14M -15% 43k 331.33
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $13M -8% 129k 96.99

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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.8 $12M -11% 70k 173.31
Tesla Motors (TSLA) 0.8 $12M +28% 98k 123.18
Spdr Ser Tr S&p Divid Etf (SDY) 0.8 $12M 96k 125.11
Ishares Tr Rus 1000 Etf (IWB) 0.8 $12M -24% 57k 210.52
Spdr Gold Tr Gold Shs (GLD) 0.8 $11M -4% 66k 169.64
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $11M +2% 117k 94.64
Amazon (AMZN) 0.8 $11M -8% 131k 84.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $11M +3% 34k 308.90
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.7 $10M 161k 64.91
First Tr Value Line Divid In SHS (FVD) 0.7 $10M 261k 39.91
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.7 $10M +27% 129k 81.17
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.7 $10M +10% 190k 54.49
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $9.9M -12% 120k 82.48
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $9.7M +20% 129k 75.19
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.7 $9.6M +81% 214k 45.02
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.6 $9.2M +12% 378k 24.28
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.6 $9.1M -8% 100k 91.47
Ishares Tr Short Treas Bd (SHV) 0.6 $9.1M +3536% 83k 109.92
Sherwin-Williams Company (SHW) 0.6 $8.9M 38k 237.33
Ishares Tr Core Div Grwth (DGRO) 0.6 $8.9M +12% 178k 50.00
JPMorgan Chase & Co. (JPM) 0.6 $8.7M 65k 134.10
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.6 $8.6M NEW 296k 29.11
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $8.5M -6% 42k 203.81
Chevron Corporation (CVX) 0.6 $8.5M 47k 179.49
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.5 $7.9M +118% 163k 48.24
Home Depot (HD) 0.5 $7.8M +2% 25k 315.86
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.5 $7.7M +4% 189k 40.89
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.5 $7.7M +8% 109k 70.50
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $7.6M +18% 106k 71.84
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $7.2M +8% 153k 46.71
Ishares Core Msci Emkt (IEMG) 0.5 $6.7M -8% 144k 46.70
T Rowe Price Etf Price Eqt Income (TEQI) 0.5 $6.7M -3% 197k 34.08
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $6.7M -7% 62k 108.21
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $6.7M +92% 160k 41.97
UnitedHealth (UNH) 0.5 $6.7M -4% 13k 530.16
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $6.5M +8% 27k 241.89
Johnson & Johnson (JNJ) 0.4 $6.5M +6% 37k 176.65
NVIDIA Corporation (NVDA) 0.4 $6.3M -3% 43k 146.14
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $6.2M +10% 44k 141.25
Ishares Tr U.s. Med Dvc Etf (IHI) 0.4 $6.1M -4% 116k 52.57
Alphabet Cap Stk Cl A (GOOGL) 0.4 $5.9M 67k 88.23
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $5.8M -11% 55k 105.43
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.4 $5.8M +10% 78k 74.55
Proshares Tr Short Qqq New (PSQ) 0.4 $5.8M -48% 391k 14.72
At&t (T) 0.4 $5.7M +31% 312k 18.41
Visa Com Cl A (V) 0.4 $5.7M +7% 28k 207.76
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.4 $5.7M NEW 178k 31.83
Exxon Mobil Corporation (XOM) 0.4 $5.6M +4% 51k 110.30
Costco Wholesale Corporation (COST) 0.4 $5.6M 12k 456.52
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.4 $5.6M +991% 124k 44.98
Vanguard Index Fds Value Etf (VTV) 0.4 $5.5M +6% 39k 140.37
McDonald's Corporation (MCD) 0.4 $5.3M -15% 20k 263.53
International Business Machines (IBM) 0.4 $5.3M +15% 38k 140.89
Pfizer (PFE) 0.4 $5.2M 102k 51.24
Merck & Co (MRK) 0.4 $5.2M +24% 47k 110.95
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.4 $5.2M +15% 103k 50.45
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $5.1M +7% 34k 151.85
Dimensional Etf Trust Us Equity Etf (DFUS) 0.4 $5.1M +11% 123k 41.61
Ishares Tr Tips Bd Etf (TIP) 0.3 $5.0M -13% 47k 106.44
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $4.9M +11% 65k 75.28
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.3 $4.9M +14% 114k 42.94
Vanguard World Fds Utilities Etf (VPU) 0.3 $4.9M +2% 32k 153.36
Etf Ser Solutions Netlease Corp (NETL) 0.3 $4.9M 191k 25.51
Bank of America Corporation (BAC) 0.3 $4.8M +6% 146k 33.12
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.3 $4.7M +555% 61k 76.13
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.3 $4.7M 62k 74.95
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.3 $4.7M +13% 196k 23.77
Cisco Systems (CSCO) 0.3 $4.6M +12% 97k 47.64
Pepsi (PEP) 0.3 $4.6M +19% 25k 180.66
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $4.5M +5% 97k 46.74
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $4.4M +8% 80k 55.56
Verizon Communications (VZ) 0.3 $4.4M -11% 112k 39.40
Direxion Shs Etf Tr Dly S&p500 Br 1x (SPDN) 0.3 $4.4M -7% 265k 16.51
Boeing Company (BA) 0.3 $4.4M -9% 23k 190.49
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $4.3M 51k 84.75
Ishares Tr Russell 2000 Etf (IWM) 0.3 $4.3M -2% 25k 174.36
Abbvie (ABBV) 0.3 $4.3M +3% 27k 161.61
Coca-Cola Company (KO) 0.3 $4.2M +5% 67k 63.61
Ishares Tr Core S&p500 Etf (IVV) 0.3 $4.2M +6% 11k 384.22
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.3 $4.1M +254% 87k 47.40
Alphabet Cap Stk Cl C (GOOG) 0.3 $4.1M +4% 46k 88.73
Broadcom (AVGO) 0.3 $3.9M +8% 7.1k 559.15
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.3 $3.8M +27% 59k 64.34
Walt Disney Company (DIS) 0.3 $3.8M 44k 86.88
BlackRock (BLK) 0.3 $3.8M -7% 5.3k 708.64
Ark Etf Tr Innovation Etf (ARKK) 0.3 $3.7M +15% 119k 31.24
Procter & Gamble Company (PG) 0.2 $3.6M +3% 24k 151.56
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $3.6M +6% 71k 51.15
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $3.6M +4% 72k 50.53
Altria (MO) 0.2 $3.6M +2% 78k 45.71
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $3.6M -11% 46k 77.51
Two Rds Shared Tr Anfield Unvl Etf (AFIF) 0.2 $3.5M 404k 8.75
Thermo Fisher Scientific (TMO) 0.2 $3.5M +26% 6.4k 550.73
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.2 $3.5M +133% 146k 24.11
Ishares Tr Core Msci Eafe (IEFA) 0.2 $3.4M +200% 55k 61.64
CVS Caremark Corporation (CVS) 0.2 $3.4M +25% 36k 93.19
Ishares Tr Calif Mun Bd Etf (CMF) 0.2 $3.3M +14% 59k 56.11
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.2 $3.3M +53% 35k 94.26
Vanguard World Mega Cap Index (MGC) 0.2 $3.3M -6% 25k 132.40
Select Sector Spdr Tr Energy (XLE) 0.2 $3.3M 37k 87.47
Honeywell International (HON) 0.2 $3.2M -13% 15k 214.31
Raytheon Technologies Corp (RTX) 0.2 $3.2M +8% 32k 100.92
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.2 $3.2M -6% 64k 49.25
John Hancock Exchange Traded Multi Intl Etf (JHMD) 0.2 $3.2M -2% 112k 28.17
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $3.2M 92k 34.18
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) 0.2 $3.1M +239% 129k 24.13
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $3.1M +37% 41k 75.54
Amgen (AMGN) 0.2 $3.1M 12k 262.63
Lockheed Martin Corporation (LMT) 0.2 $3.1M +2% 6.3k 486.47
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $3.0M -3% 14k 214.24
Eli Lilly & Co. (LLY) 0.2 $3.0M +46% 8.1k 365.82
Union Pacific Corporation (UNP) 0.2 $3.0M +2% 14k 207.07
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $2.9M -2% 96k 30.53
Netflix (NFLX) 0.2 $2.9M 9.9k 294.88
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $2.9M 44k 65.74
Ishares Tr Msci Gbl Sus Dev (SDG) 0.2 $2.9M 37k 78.91
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $2.9M -6% 55k 51.79
Blackrock Core Bd Tr Shs Ben Int (BHK) 0.2 $2.8M -11% 272k 10.38
Bristol Myers Squibb (BMY) 0.2 $2.8M +36% 39k 71.95
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $2.8M 28k 98.65
Northrop Grumman Corporation (NOC) 0.2 $2.7M -4% 5.0k 545.65
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $2.7M +22% 55k 49.49
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $2.7M -7% 41k 66.02
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH) 0.2 $2.7M -2% 33k 82.01
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $2.7M +52% 26k 104.27
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.2 $2.7M +27% 86k 31.26
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $2.7M 53k 50.33
Spdr Ser Tr Portfolio Short (SPSB) 0.2 $2.7M +95% 91k 29.38
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $2.7M +230% 40k 65.61
Glacier Ban (GBCI) 0.2 $2.6M -10% 52k 49.42
Proshares Tr Shrt Russell2000 (RWM) 0.2 $2.5M -56% 103k 24.60
Adobe Systems Incorporated (ADBE) 0.2 $2.5M +7% 7.5k 336.53
Waste Management (WM) 0.2 $2.5M +20% 16k 156.88
Comcast Corp Cl A (CMCSA) 0.2 $2.5M -5% 71k 34.97
Emerson Electric (EMR) 0.2 $2.5M +42% 26k 96.06
Wal-Mart Stores (WMT) 0.2 $2.5M 17k 141.79
Crown Castle Intl (CCI) 0.2 $2.4M +9% 18k 135.64
American Tower Reit (AMT) 0.2 $2.4M +8% 11k 211.86
Ishares Tr National Mun Etf (MUB) 0.2 $2.4M +32% 23k 105.52
Eversource Energy (ES) 0.2 $2.4M 28k 83.84
PIMCO Corporate Opportunity Fund (PTY) 0.2 $2.3M -14% 196k 12.01
Abbott Laboratories (ABT) 0.2 $2.3M +41% 21k 109.79
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $2.3M +88% 55k 40.90
Nextera Energy (NEE) 0.2 $2.3M +32% 27k 83.60
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.2 $2.2M -2% 69k 32.23
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $2.2M +45% 48k 46.44
ConocoPhillips (COP) 0.2 $2.2M -3% 19k 118.00
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $2.2M -30% 23k 95.78
United Parcel Service CL B (UPS) 0.1 $2.2M +9% 13k 173.85
Meta Platforms Cl A (META) 0.1 $2.1M -28% 18k 120.34
Norfolk Southern (NSC) 0.1 $2.1M +2% 8.7k 246.43
Vanguard World Fds Health Car Etf (VHT) 0.1 $2.1M -15% 8.6k 248.06
John Hancock Exchange Traded Multifactr Sml (JHSC) 0.1 $2.1M -9% 70k 30.59
Automatic Data Processing (ADP) 0.1 $2.1M +30% 8.8k 238.87
Vanguard Index Fds Growth Etf (VUG) 0.1 $2.1M -6% 9.9k 213.11
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $2.1M +5% 71k 29.75
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $2.1M -35% 15k 135.85
salesforce (CRM) 0.1 $2.1M +9% 16k 132.59
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $2.1M +4% 96k 21.60
Ishares Esg Awr Msci Em (ESGE) 0.1 $2.1M +2% 69k 30.07
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $2.0M +117% 52k 38.98
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $2.0M +28% 81k 25.04
Target Corporation (TGT) 0.1 $2.0M -3% 14k 149.03
Select Sector Spdr Tr Technology (XLK) 0.1 $2.0M 16k 124.44
Philip Morris International (PM) 0.1 $2.0M +4% 20k 101.21
Albemarle Corporation (ALB) 0.1 $2.0M +3% 9.1k 216.87
Constellation Brands Cl A (STZ) 0.1 $2.0M -2% 8.5k 231.74
Southern Company (SO) 0.1 $1.9M +10% 27k 71.41
Intuit (INTU) 0.1 $1.9M +11% 4.9k 389.23
Phillips 66 (PSX) 0.1 $1.9M +3% 18k 104.08
Goldman Sachs Etf Tr Activebeta Us (GSSC) 0.1 $1.9M -7% 34k 54.61
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $1.9M +60% 46k 40.51
Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.9M +8% 7.0k 266.85
Chubb (CB) 0.1 $1.9M +6% 8.5k 220.61
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS) 0.1 $1.8M -19% 53k 34.18
Duke Energy Corp Com New (DUK) 0.1 $1.8M +12% 17k 102.99
Ishares Tr Micro-cap Etf (IWC) 0.1 $1.8M -8% 17k 107.83
Crowdstrike Hldgs Cl A (CRWD) 0.1 $1.7M +2% 17k 105.29
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $1.7M -2% 109k 15.91
Dbx Etf Tr Xtrack Usd High (HYLB) 0.1 $1.7M +326% 51k 33.71
Enbridge (ENB) 0.1 $1.7M +26% 44k 39.10
Ishares Msci Emerg Mkt (EMGF) 0.1 $1.7M +681% 41k 41.04
Gilead Sciences (GILD) 0.1 $1.7M +67% 20k 85.85
Advanced Micro Devices (AMD) 0.1 $1.7M -6% 26k 64.77
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.1 $1.7M 34k 49.46
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $1.7M +14% 76k 21.95
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $1.6M -19% 17k 98.21
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $1.6M +4% 51k 32.21
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $1.6M +6% 18k 89.99
Lauder Estee Cos Cl A (EL) 0.1 $1.6M +10% 6.5k 248.12
Enterprise Products Partners (EPD) 0.1 $1.6M +7% 67k 24.12
Air Products & Chemicals (APD) 0.1 $1.6M +22% 5.2k 308.25
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $1.6M 34k 46.98
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $1.6M 25k 63.90
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.1 $1.6M NEW 38k 41.52
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 0.1 $1.6M +9% 75k 21.03
Select Sector Spdr Tr Financial (XLF) 0.1 $1.5M -22% 45k 34.20
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.5M -15% 4.4k 351.36
Freeport-mcmoran CL B (FCX) 0.1 $1.5M +12% 40k 38.00
Mastercard Incorporated Cl A (MA) 0.1 $1.5M +4% 4.4k 347.74
Paypal Holdings (PYPL) 0.1 $1.5M 21k 71.22
FedEx Corporation (FDX) 0.1 $1.5M -27% 8.7k 173.20
Ford Motor Company (F) 0.1 $1.5M 128k 11.63
Ishares Tr Exponential Tech (XT) 0.1 $1.5M NEW 31k 47.34
Ishares Tr Mbs Etf (MBB) 0.1 $1.5M +22% 16k 92.75
Eaton Corp SHS (ETN) 0.1 $1.5M +3% 9.3k 156.95
Qualcomm (QCOM) 0.1 $1.5M -22% 13k 109.94
Ziprecruiter Cl A (ZIP) 0.1 $1.5M 89k 16.42
Marathon Petroleum Corp (MPC) 0.1 $1.5M 13k 116.39
Investment Managers Ser Tr I Axs Short Innov (SARK) 0.1 $1.4M -2% 27k 54.51
Fidelity Covington Trust Vlu Factor Etf (FVAL) 0.1 $1.4M NEW 33k 43.85
Spdr Ser Tr S&p Oilgas Exp (XOP) 0.1 $1.4M +15% 11k 135.88
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB) 0.1 $1.4M +12% 28k 51.58
Absolute Software Corporation (ABST) 0.1 $1.4M +26% 136k 10.44
Strategy Ns 7handl Idx (HNDL) 0.1 $1.4M -4% 72k 19.58
Kraft Heinz (KHC) 0.1 $1.4M 34k 40.71
Wisdomtree Tr Us High Dividend (DHS) 0.1 $1.4M -15% 16k 86.06
Oneok (OKE) 0.1 $1.4M -9% 21k 65.70
Medtronic SHS (MDT) 0.1 $1.4M -3% 18k 77.72
Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.1 $1.4M +3% 39k 35.20
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $1.4M 26k 51.72
Mondelez Intl Cl A (MDLZ) 0.1 $1.3M +15% 20k 66.65
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.3M -7% 7.3k 183.53
Invesco Actively Managed Etf Total Return (GTO) 0.1 $1.3M +341% 29k 46.47
Ishares Silver Tr Ishares (SLV) 0.1 $1.3M -14% 60k 22.02
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 0.1 $1.3M +3% 57k 23.01
Blackstone Group Inc Com Cl A (BX) 0.1 $1.3M -11% 17k 74.19
Flexshares Tr Glb Qlt R/e Idx (GQRE) 0.1 $1.3M NEW 24k 52.64
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $1.3M +14% 44k 29.07
Dollar General (DG) 0.1 $1.3M +5% 5.1k 246.24
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $1.3M +368% 18k 70.63
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 0.1 $1.2M +412% 19k 64.10
Caterpillar (CAT) 0.1 $1.2M -5% 5.1k 239.54
CSX Corporation (CSX) 0.1 $1.2M +286% 39k 30.98
Devon Energy Corporation (DVN) 0.1 $1.2M -31% 19k 61.51
Ishares Tr Core Intl Aggr (IAGG) 0.1 $1.2M +54% 25k 47.55

Past Filings by Dynamic Advisor Solutions

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

View all past filings