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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, SPY, QQQ, MSFT, DFCF, and represent 16.80% of Dynamic Advisor Solutions's stock portfolio.
Added to shares of these 10 stocks: SPY (+$45M), DFLV (+$6.0M), BLK (+$5.9M), TLT, MMIT, TAXF, LLY, PANW, MS, SPIB.
Started 35 new stock positions in KMI, LTPZ, DFLV, CVSB, FSMB, XONE, PRMB, BSJQ, BLK, XSVN.
Reduced shares in these 10 stocks: , IVV (-$45M), VTI (-$37M), BND (-$37M), IWB (-$28M), SCHX (-$28M), SCHM (-$27M), , SCHA (-$20M), VTV (-$20M).
Sold out of its positions in AFL, ATNI, AEM, Akoustis Technologies, ALB, BABA, AMRC, APP, ADM, ANET.
Dynamic Advisor Solutions was a net seller of stock by $-954M.
Dynamic Advisor Solutions has $2.4B in assets under management (AUM), dropping by -28.29%.
Central Index Key (CIK): 0001599747

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Portfolio Holdings for Dynamic Advisor Solutions

Dynamic Advisor Solutions holds 644 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Dynamic Advisor Solutions has 644 total positions. Only the first 250 positions are shown.

Sign up to view all of the Dynamic Advisor Solutions Dec. 31, 2024 positions
Download the Dynamic Advisor Solutions December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.9	$117M	-4%	467k	250.42	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	3.4	$81M	+125%	138k	586.09	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.3	$80M	-7%	156k	511.23	View chart
Microsoft Corporation (MSFT)	2.7	$64M	-5%	152k	421.50	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	2.5	$60M	+3%	1.4M	41.27	View chart
NVIDIA Corporation (NVDA)	2.1	$49M	-9%	367k	134.29	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.9	$45M	+3%	991k	44.87	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.7	$42M		653k	63.75	View chart
Amazon (AMZN)	1.6	$38M	-4%	175k	219.39	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.6	$38M	+2%	1.1M	34.59	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	1.4	$33M	-2%	290k	115.18	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$29M	-60%	50k	588.68	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	1.2	$28M	+8%	867k	32.76	View chart
Invesco Actively Managed Exc Total Return (GTO)	1.1	$26M	+3%	562k	46.40	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$26M	-4%	137k	189.30	View chart
Broadcom (AVGO)	1.1	$25M	-10%	109k	231.84	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.0	$25M		133k	185.13	View chart
Costco Wholesale Corporation (COST)	0.9	$23M	-3%	25k	916.26	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.9	$22M	+8%	910k	24.65	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$22M	-13%	319k	70.28	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.9	$22M		372k	59.73	View chart
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)	0.9	$22M	+2%	805k	27.03	View chart
JPMorgan Chase & Co. (JPM)	0.9	$21M	-8%	86k	239.71	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$20M	-16%	81k	242.13	View chart
Meta Platforms Cl A (META)	0.8	$19M	-9%	33k	585.52	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.8	$19M		381k	48.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$18M	-37%	296k	62.31	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$18M	-6%	40k	453.28	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.8	$18M	+4%	615k	29.20	View chart
Chevron Corporation (CVX)	0.7	$17M		114k	144.84	View chart
Eli Lilly & Co. (LLY)	0.7	$16M	+24%	21k	772.00	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.7	$16M		250k	65.08	View chart
Home Depot (HD)	0.7	$16M	-2%	41k	388.99	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.6	$16M	+32%	178k	87.33	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.6	$15M	+2%	370k	40.92	View chart
Franklin Templeton Etf Tr High Yield Corp (FLHY)	0.6	$15M	+2%	632k	23.87	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.6	$14M	+4%	286k	50.37	View chart
Ishares Tr Core Div Grwth (DGRO)	0.6	$14M		233k	61.34	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$14M	-32%	124k	115.22	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$14M	-11%	64k	220.96	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.6	$14M	+3%	545k	25.37	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.5	$13M		242k	54.23	View chart
Ishares Emng Mkts Eqt (EMGF)	0.5	$13M	+4%	286k	45.23	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$13M		68k	190.44	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$12M	+7%	208k	58.79	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.5	$12M	+8%	340k	33.79	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.5	$11M	+3%	373k	29.86	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.5	$11M	+2%	236k	46.88	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.5	$11M	+9%	105k	102.47	View chart
Flexshares Tr Glb Qlt R/e Idx (GQRE)	0.4	$11M	+7%	185k	56.98	View chart
Exxon Mobil Corporation (XOM)	0.4	$10M	-8%	97k	107.57	View chart
Abbvie (ABBV)	0.4	$10M	-8%	58k	177.70	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.4	$9.9M		161k	61.52	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$9.9M	-7%	172k	57.53	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.4	$9.8M	+58%	407k	24.01	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.4	$9.7M	+14%	170k	57.27	View chart
Ishares Tr Exponential Tech (XT)	0.4	$9.7M		162k	59.66	View chart
Mastercard Incorporated Cl A (MA)	0.4	$9.4M	-6%	18k	526.58	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$9.1M	+2%	52k	175.23	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.4	$9.1M		96k	94.99	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.4	$9.1M		98k	92.59	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$9.0M	+23%	110k	81.98	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.4	$8.7M	+3%	375k	23.27	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.4	$8.6M	+20%	79k	109.20	View chart
Caterpillar (CAT)	0.4	$8.5M		24k	362.75	View chart
Emerson Electric (EMR)	0.3	$8.2M	-4%	66k	123.93	View chart
International Business Machines (IBM)	0.3	$8.2M		37k	219.83	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.3	$8.0M	-3%	45k	177.03	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.3	$7.9M		191k	41.61	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.3	$7.9M	+3%	109k	72.51	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$7.9M	-18%	79k	100.34	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$7.8M	+3%	150k	51.70	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$7.7M	-3%	22k	351.79	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$7.5M	+20%	134k	56.38	View chart
Pepsi (PEP)	0.3	$7.2M	-2%	47k	152.06	View chart
Cisco Systems (CSCO)	0.3	$7.1M	-7%	120k	59.20	View chart
Amgen (AMGN)	0.3	$6.9M	+18%	26k	260.64	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.3	$6.8M	-5%	147k	46.44	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.3	$6.8M		194k	34.97	View chart
Netflix (NFLX)	0.3	$6.7M	-18%	7.6k	891.35	View chart
Johnson & Johnson (JNJ)	0.3	$6.7M	-8%	47k	144.62	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.3	$6.7M	+3%	265k	25.23	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$6.4M	-6%	50k	128.82	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$6.4M		181k	35.26	View chart
Digital Realty Trust (DLR)	0.3	$6.4M	-2%	36k	177.33	View chart
Adobe Systems Incorporated (ADBE)	0.3	$6.3M	+35%	14k	444.70	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.3	$6.3M		174k	36.08	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$6.2M	+2%	197k	31.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.3	$6.2M		203k	30.47	View chart
Ishares Tr Short Treas Bd (SHV)	0.3	$6.2M	+39%	56k	110.11	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.3	$6.0M		224k	27.02	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.2	$6.0M	NEW	199k	30.03	View chart
Blackrock (BLK)	0.2	$5.9M	NEW	5.8k	1025.07	View chart
Intuit (INTU)	0.2	$5.8M	-2%	9.2k	628.50	View chart
Honeywell International (HON)	0.2	$5.8M	-4%	26k	225.89	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$5.8M	+4%	27k	215.49	View chart
Northrop Grumman Corporation (NOC)	0.2	$5.6M	-3%	12k	469.27	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$5.6M	-17%	14k	401.59	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.2	$5.6M	+5%	130k	42.97	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.2	$5.5M	-7%	224k	24.70	View chart
S&p Global (SPGI)	0.2	$5.5M	+34%	11k	498.04	View chart
Intuitive Surgical Com New (ISRG)	0.2	$5.5M		11k	521.94	View chart
Palo Alto Networks (PANW)	0.2	$5.4M	+99%	30k	181.96	View chart
Lamar Advertising Cl A (LAMR)	0.2	$5.4M		44k	121.74	View chart
Roper Industries (ROP)	0.2	$5.4M	+2%	10k	519.83	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.2	$5.3M	+173%	106k	50.14	View chart
Gilead Sciences (GILD)	0.2	$5.3M	-8%	57k	92.37	View chart
Palantir Technologies Cl A (PLTR)	0.2	$5.2M	-12%	69k	75.63	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.2	$5.2M	-2%	51k	101.74	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.2	$5.1M	+16%	282k	18.22	View chart
Lockheed Martin Corporation (LMT)	0.2	$5.1M		11k	485.93	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$5.1M	+6%	102k	49.92	View chart
McDonald's Corporation (MCD)	0.2	$5.0M	-8%	17k	289.89	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$4.9M	+6%	43k	115.55	View chart
Deere & Company (DE)	0.2	$4.8M	-2%	11k	423.71	View chart
Etf Ser Solutions Netlease Corp (NETL)	0.2	$4.8M	-12%	202k	23.53	View chart
Procter & Gamble Company (PG)	0.2	$4.7M	-12%	28k	167.65	View chart
Paychex (PAYX)	0.2	$4.7M	-2%	33k	140.22	View chart
O'reilly Automotive (ORLY)	0.2	$4.7M	-2%	3.9k	1185.80	View chart
American Express Company (AXP)	0.2	$4.6M	-5%	16k	296.80	View chart
Walt Disney Company (DIS)	0.2	$4.6M	-6%	42k	111.35	View chart
Bank of America Corporation (BAC)	0.2	$4.6M	-8%	105k	43.95	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$4.6M	+13%	54k	84.97	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$4.6M	+3%	83k	55.45	View chart
General Mills (GIS)	0.2	$4.6M		72k	63.77	View chart
Coca-Cola Company (KO)	0.2	$4.6M	-4%	73k	62.26	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$4.5M	-9%	122k	37.12	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.2	$4.5M	+4%	184k	24.55	View chart
Merck & Co (MRK)	0.2	$4.5M	-42%	45k	99.48	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$4.5M	+2%	111k	40.48	View chart
EOG Resources (EOG)	0.2	$4.3M	-5%	35k	122.58	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.2	$4.3M	+2%	166k	25.79	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.2	$4.2M		101k	41.88	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$4.1M	-2%	47k	87.82	View chart
Morgan Stanley Com New (MS)	0.2	$4.1M	+119%	33k	125.72	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$4.1M	-40%	38k	105.48	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$4.0M		174k	22.98	View chart
Public Service Enterprise (PEG)	0.2	$4.0M	+6%	47k	84.49	View chart
At&t (T)	0.2	$4.0M	+2%	174k	22.77	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$3.9M	+9%	110k	35.85	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$3.9M	+3%	52k	76.14	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.2	$3.9M		69k	56.51	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$3.9M	+10%	77k	50.71	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.2	$3.8M	-20%	63k	60.56	View chart
Altria (MO)	0.2	$3.7M		72k	52.29	View chart
Raytheon Technologies Corp (RTX)	0.2	$3.7M	-6%	32k	115.72	View chart
Ishares Tr Msci Gbl Sus Dev (SDG)	0.2	$3.7M	+4%	52k	71.56	View chart
D.R. Horton (DHI)	0.2	$3.6M	-3%	26k	139.82	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.1	$3.5M	+6%	51k	69.13	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$3.5M	+2%	69k	50.47	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$3.4M	-65%	32k	106.55	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$3.3M		121k	27.28	View chart
Advanced Micro Devices (AMD)	0.1	$3.3M	-28%	27k	120.79	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$3.3M	+6%	79k	41.40	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.1	$3.3M	+8%	227k	14.37	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$3.3M		98k	33.34	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$3.2M	-2%	87k	37.17	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$3.2M	+23%	64k	50.71	View chart
Eaton Corp SHS (ETN)	0.1	$3.2M	-11%	9.7k	331.89	View chart
Blackrock Core Bd Tr Shs Ben Int (BHK)	0.1	$3.2M	+11%	304k	10.46	View chart
Fidelity National Financial Fnf Group Com (FNF)	0.1	$3.2M		56k	56.14	View chart
Enterprise Products Partners (EPD)	0.1	$3.1M		99k	31.36	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$3.0M	-60%	31k	96.90	View chart
Ge Aerospace Com New (GE)	0.1	$3.0M	-5%	18k	166.79	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$2.9M	+3%	18k	159.52	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.1	$2.9M		84k	34.81	View chart
Ea Series Trust Bridgeway Blue (BBLU)	0.1	$2.9M	+3%	220k	13.05	View chart
Abbott Laboratories (ABT)	0.1	$2.8M	-15%	25k	113.11	View chart
Anthem (ELV)	0.1	$2.8M	+22%	7.6k	368.88	View chart
American Tower Reit (AMT)	0.1	$2.8M		15k	183.41	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$2.8M	+2%	141k	19.59	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.1	$2.8M	+141%	48k	57.32	View chart
Ing Groep Sponsored Adr (ING)	0.1	$2.7M	-15%	174k	15.67	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$2.7M	-27%	20k	132.10	View chart
Qualcomm (QCOM)	0.1	$2.7M	-8%	17k	153.62	View chart
Duke Energy Corp Com New (DUK)	0.1	$2.7M	-6%	25k	107.74	View chart
Philip Morris International (PM)	0.1	$2.6M	-16%	22k	120.35	View chart
Glacier Ban (GBCI)	0.1	$2.6M		52k	50.22	View chart
Oracle Corporation (ORCL)	0.1	$2.6M	-18%	16k	166.64	View chart
Public Storage (PSA)	0.1	$2.5M	+97%	8.3k	299.43	View chart
Dbx Etf Tr Xtrack Msci All (DBAW)	0.1	$2.5M	-32%	73k	33.96	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.1	$2.5M	-3%	114k	21.55	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$2.4M		25k	96.53	View chart
W.W. Grainger (GWW)	0.1	$2.4M	-2%	2.3k	1053.85	View chart
Northern Lights Fd Tr Toews Agilty Shs (MRSK)	0.1	$2.4M	+37%	73k	33.00	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$2.4M		71k	33.39	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$2.3M	-13%	40k	58.35	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$2.3M	+4%	29k	80.66	View chart
Chubb (CB)	0.1	$2.3M	-9%	8.4k	276.31	View chart
Nextera Energy (NEE)	0.1	$2.3M	+6%	32k	71.69	View chart
Pfizer (PFE)	0.1	$2.3M	-16%	86k	26.53	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$2.2M	-27%	28k	78.65	View chart
Ast Spacemobile Com Cl A (ASTS)	0.1	$2.2M	+89%	105k	21.10	View chart
Automatic Data Processing (ADP)	0.1	$2.2M	-7%	7.6k	292.72	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$2.2M	+6%	33k	66.77	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$2.2M		45k	48.77	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$2.2M	-32%	15k	145.35	View chart
Enbridge (ENB)	0.1	$2.2M	-4%	51k	42.43	View chart
AutoZone (AZO)	0.1	$2.1M		670.00	3202.00	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.1	$2.1M		45k	47.38	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$2.1M	+15%	7.3k	288.86	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$2.1M	-4%	42k	50.11	View chart
Novo-nordisk A S Adr (NVO)	0.1	$2.1M	-10%	25k	86.02	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$2.1M	+2%	84k	24.67	View chart
Arista Networks Com Shs	0.1	$2.0M	NEW	18k	110.53	View chart
Air Products & Chemicals (APD)	0.1	$2.0M	-2%	6.9k	290.06	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$2.0M	+3%	30k	67.03	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$1.9M	+2%	34k	56.77	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.1	$1.9M	+3%	74k	26.16	View chart
MercadoLibre (MELI)	0.1	$1.9M	+21%	1.1k	1700.44	View chart
Axon Enterprise (AXON)	0.1	$1.9M	+35%	3.2k	594.32	View chart
Linde SHS (LIN)	0.1	$1.9M	-13%	4.6k	418.70	View chart
Kla Corp Com New (KLAC)	0.1	$1.9M	-2%	3.1k	630.02	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.1	$1.9M	NEW	52k	37.07	View chart
Primo Brands Corporation Class A Com Shs (PRMB)	0.1	$1.9M	NEW	61k	30.77	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.1	$1.9M	+5%	77k	24.29	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.9M	-79%	36k	52.22	View chart
M&T Bank Corporation (MTB)	0.1	$1.9M		9.9k	188.01	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$1.9M		84k	22.20	View chart
Constellation Brands Cl A (STZ)	0.1	$1.9M	-3%	8.4k	221.01	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$1.8M		42k	43.64	View chart
Booking Holdings (BKNG)	0.1	$1.8M	-23%	366.00	4968.64	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.8M		24k	75.61	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$1.8M	+13%	35k	51.51	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$1.8M	+2%	18k	99.55	View chart
Proshares Tr Bitcoin Etf (BITO)	0.1	$1.8M	+29%	78k	22.78	View chart
Capital One Financial (COF)	0.1	$1.8M	-5%	10k	178.32	View chart
Ishares Tr Us Trsprtion (IYT)	0.1	$1.8M	+79%	26k	67.57	View chart
ConocoPhillips (COP)	0.1	$1.8M	-13%	18k	99.17	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$1.7M	+44%	37k	47.01	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$1.7M	+18%	38k	46.24	View chart
Oneok (OKE)	0.1	$1.7M	-19%	17k	100.40	View chart
FedEx Corporation (FDX)	0.1	$1.7M	-8%	6.0k	281.35	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$1.7M		30k	57.28	View chart
Trane Technologies SHS (TT)	0.1	$1.7M	-9%	4.6k	369.32	View chart
Spdr Ser Tr S&p Metals Mng (XME)	0.1	$1.7M		30k	56.75	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$1.6M	+29%	64k	25.84	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$1.6M		62k	26.33	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$1.6M	-40%	43k	38.37	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$1.6M	+60%	15k	110.28	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.1	$1.6M		33k	49.82	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.6M	-94%	5.0k	322.14	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$1.6M	+62%	32k	49.84	View chart
Novartis Sponsored Adr (NVS)	0.1	$1.6M		17k	97.31	View chart
Leidos Holdings (LDOS)	0.1	$1.6M	+416%	11k	144.06	View chart
Microstrategy Cl A New (MSTR)	0.1	$1.6M	-29%	5.5k	289.62	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.1	$1.6M	+6%	23k	68.47	View chart
Medtronic SHS (MDT)	0.1	$1.6M	-33%	20k	79.88	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$1.6M	-6%	55k	28.42	View chart
Eversource Energy (ES)	0.1	$1.5M		27k	57.43	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 Q4 filed Jan. 21, 2025
Dynamic Advisor Solutions 2024 Q3 filed Oct. 7, 2024
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

View all past filings

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