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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, SPLG, TSLA, and represent 12.22% of Dynamic Advisor Solutions's stock portfolio.
Added to shares of these 10 stocks: SPLG (+$14M), IWM (+$12M), GSLC (+$12M), BND (+$9.5M), IEFA (+$8.1M), SYPR (+$7.6M), FBND (+$7.3M), SPSB (+$7.1M), SCHM (+$6.0M), MFUS (+$5.5M).
Started 103 new stock positions in TSHA, RDVY, RING, ARAY, BSL, NULV, III, JZRO, WIT, IXUS.
Reduced shares in these 10 stocks: SPY (-$13M), DBAW (-$9.1M), DBMF (-$8.6M), BNDX (-$8.2M), SLQD (-$6.9M), PKG (-$5.8M), SHY, JHMM, VIOO, SHYG.
Sold out of its positions in Ati Physical Therapy, ABST, BABA, AAL, Aspira Womens Health, AXON, BTAI, Bright Health Group, Cbre Gbl Real Estate, CE.
Dynamic Advisor Solutions was a net buyer of stock by $151M.
Dynamic Advisor Solutions has $1.9B in assets under management (AUM), dropping by 13.44%.
Central Index Key (CIK): 0001599747

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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.

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Download the Dynamic Advisor Solutions June 2023 csv data

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

Past Filings by Dynamic Advisor Solutions

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

Dynamic Advisor Solutions 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
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

View all past filings

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