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

Companies in the Dynamic Advisor Solutions portfolio as of the March 2022 quarterly 13F filing

Dynamic Advisor Solutions has 718 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.1 $60M +6% 341k 174.61
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.2 $47M +110% 128k 362.54
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.6 $38M +23% 83k 451.64
Microsoft Corporation (MSFT) 2.3 $34M +40% 110k 308.31
Tesla Motors (TSLA) 2.0 $29M +4% 27k 1077.61
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 1.8 $26M 515k 50.27
Dbx Etf Tr Xtrack Msci All (DBAW) 1.7 $25M +22% 777k 32.20
John Hancock Exchange Traded Multifactor Mi (JHMM) 1.5 $22M +21% 412k 52.55
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.4 $21M +16% 395k 52.44
Amazon (AMZN) 1.4 $20M +3% 6.1k 3260.02
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.3 $19M +106% 345k 53.85
Spdr Gold Tr Gold Shs (GLD) 1.1 $16M -5% 86k 180.65
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 1.1 $15M +39% 310k 49.36
Ishares Tr Rus 1000 Etf (IWB) 1.0 $15M +20% 60k 250.07

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Ishares Tr Core S&p Scp Etf (IJR) 1.0 $14M +28% 134k 107.88
Vanguard Index Fds Real Estate Etf (VNQ) 1.0 $14M +10% 128k 108.37
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.9 $14M +169% 39k 346.81
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.9 $13M 131k 100.16
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.9 $13M -4% 107k 120.94
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.9 $13M +18% 65k 198.04
Spdr Ser Tr Bloomberg Invt (FLRN) 0.8 $12M +3% 404k 30.49
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $12M +7% 112k 107.10
NVIDIA Corporation (NVDA) 0.8 $11M +10% 42k 272.85
Spdr Ser Tr S&p Divid Etf (SDY) 0.8 $11M +5% 88k 128.11
Invesco Actively Managed Etf S&p500 Downsid (PHDG) 0.8 $11M +115% 309k 36.14
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $11M 31k 352.91
Alphabet Cap Stk Cl A (GOOGL) 0.7 $11M +9% 3.8k 2781.31
First Tr Value Line Divid In SHS (FVD) 0.7 $11M +7% 249k 42.30
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.7 $9.5M -27% 127k 74.70
Sherwin-Williams Company (SHW) 0.7 $9.5M 38k 249.63
JPMorgan Chase & Co. (JPM) 0.6 $9.3M +10% 68k 136.32
Select Sector Spdr Tr Technology (XLK) 0.6 $8.6M +444% 54k 158.92
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.6 $8.4M +66% 111k 75.89
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $8.3M +22% 35k 237.85
Chevron Corporation (CVX) 0.6 $8.0M -7% 49k 162.83
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $7.6M -15% 33k 227.67
Home Depot (HD) 0.5 $7.3M 25k 299.33
Ishares Core Msci Emkt (IEMG) 0.5 $7.1M +20% 127k 55.55
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $6.8M +7% 25k 268.33
Ishares Tr Core Div Grwth (DGRO) 0.5 $6.8M +41% 128k 53.41
UnitedHealth (UNH) 0.5 $6.7M -4% 13k 509.95
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $6.6M +2% 83k 79.54
Proshares Tr Short S&p 500 Ne (SH) 0.5 $6.6M NEW 467k 14.09
Costco Wholesale Corporation (COST) 0.4 $6.5M -12% 11k 575.83
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $6.4M -24% 86k 74.46
Ishares Tr U.s. Med Dvc Etf (IHI) 0.4 $6.3M +6% 103k 60.96
Alphabet Cap Stk Cl C (GOOG) 0.4 $6.3M +20% 2.2k 2793.15
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.4 $6.1M +36% 138k 43.96
McDonald's Corporation (MCD) 0.4 $6.0M +3% 24k 247.30
J P Morgan Exchange-traded F Equity Premium (JEPI) 0.4 $6.0M +38% 98k 61.40
Walt Disney Company (DIS) 0.4 $5.9M 43k 137.17
T Rowe Price Etf Price Eqt Income (TEQI) 0.4 $5.9M NEW 160k 36.97
Visa Com Cl A (V) 0.4 $5.9M +15% 27k 221.78
Johnson & Johnson (JNJ) 0.4 $5.8M -12% 33k 177.22
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $5.6M +24% 34k 162.16
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $5.5M -42% 35k 157.72
Verizon Communications (VZ) 0.4 $5.5M +10% 108k 50.94
Proshares Tr Sht 7-10 Yr Tr (TBX) 0.4 $5.5M NEW 212k 25.85
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.4 $5.5M +4% 67k 81.98
Etf Ser Solutions Netlease Corp (NETL) 0.4 $5.3M 182k 29.35
Bank of America Corporation (BAC) 0.4 $5.3M +12% 128k 41.22
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $5.3M -2% 40k 132.09
Ishares Tr Barclays 7 10 Yr (IEF) 0.4 $5.1M +1220% 48k 107.48
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $5.1M +87% 69k 74.82
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $5.1M -2% 113k 45.15
Vanguard World Fds Utilities Etf (VPU) 0.3 $5.0M +2% 31k 161.80
Meta Platforms Cl A (FB) 0.3 $5.0M +7% 22k 222.38
Ishares Tr Russell 2000 Etf (IWM) 0.3 $4.9M -11% 24k 205.26
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $4.8M +263% 29k 165.97
Pfizer (PFE) 0.3 $4.7M +5% 90k 51.76
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $4.6M 77k 59.28
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.3 $4.5M +9% 94k 48.03
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $4.4M +27% 85k 51.21
Ark Etf Tr Innovation Etf (ARKK) 0.3 $4.3M +19% 66k 66.29
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.3 $4.3M +32% 91k 47.60
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $4.1M -3% 84k 49.54
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $4.1M +34% 49k 83.36
Ishares Tr Core S&p500 Etf (IVV) 0.3 $4.1M +44% 9.0k 453.69
Coca-Cola Company (KO) 0.3 $4.0M 65k 62.00
Netflix (NFLX) 0.3 $4.0M +20% 11k 374.63
BlackRock (BLK) 0.3 $4.0M +7% 5.2k 764.17
Abbvie (ABBV) 0.3 $4.0M 25k 162.12
J P Morgan Exchange-traded F Ultra Sht Muncpl (JMST) 0.3 $3.9M +14% 77k 50.65
Vanguard World Mega Cap Index (MGC) 0.3 $3.9M +2% 24k 159.02
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.3 $3.9M +19% 157k 24.63
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $3.9M +26% 14k 277.65
Broadcom (AVGO) 0.3 $3.8M +15% 6.1k 629.64
Crowdstrike Hldgs Cl A (CRWD) 0.3 $3.8M -20% 17k 227.05
Boeing Company (BA) 0.3 $3.8M +34% 20k 191.50
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $3.8M -7% 31k 122.05
Spdr Ser Tr S&p Biotech (XBI) 0.3 $3.7M +1046% 42k 89.88
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $3.7M +45% 37k 101.36
Union Pacific Corporation (UNP) 0.3 $3.7M +3% 14k 273.22
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $3.7M +40% 71k 51.64
Select Sector Spdr Tr Energy (XLE) 0.3 $3.6M +48% 48k 76.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $3.6M 8.7k 415.20
Procter & Gamble Company (PG) 0.2 $3.6M +5% 24k 152.79
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $3.5M 58k 60.72
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $3.5M +10% 45k 78.09
Cisco Systems (CSCO) 0.2 $3.5M +4% 63k 55.76
Pepsi (PEP) 0.2 $3.5M +3% 21k 167.40
Vanguard Index Fds Value Etf (VTV) 0.2 $3.5M +51% 23k 147.79
Two Rds Shared Tr Anfield Unvl Etf (AFIF) 0.2 $3.4M +18% 372k 9.23
Honeywell International (HON) 0.2 $3.4M +12% 18k 194.57
Vanguard Index Fds Growth Etf (VUG) 0.2 $3.4M -7% 12k 287.62
Exxon Mobil Corporation (XOM) 0.2 $3.2M -6% 39k 82.60
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $3.2M +1165% 30k 108.22
Morgan Stanley Com New (MS) 0.2 $3.0M +7% 35k 87.39
Glacier Ban (GBCI) 0.2 $3.0M -6% 60k 50.28
Target Corporation (TGT) 0.2 $3.0M +47% 14k 212.23
At&t (T) 0.2 $3.0M +42% 127k 23.63
Albemarle Corporation (ALB) 0.2 $2.9M 13k 221.14
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $2.9M -10% 41k 71.40
Ishares Tr Tips Bd Etf (TIP) 0.2 $2.9M +19% 23k 124.57
Amgen (AMGN) 0.2 $2.9M +28% 12k 241.83
Spdr Ser Tr Bloomberg Conv (CWB) 0.2 $2.9M +22% 38k 76.95
Strategy Ns 7handl Idx (HNDL) 0.2 $2.9M 118k 24.11
Comcast Corp Cl A (CMCSA) 0.2 $2.8M 61k 46.82
CVS Caremark Corporation (CVS) 0.2 $2.8M -35% 28k 101.22
Invesco Exchange Traded Fd T Wilderhil Clan (PBW) 0.2 $2.8M NEW 43k 65.15
FedEx Corporation (FDX) 0.2 $2.8M -8% 12k 231.40
Thermo Fisher Scientific (TMO) 0.2 $2.7M +35% 4.6k 590.66
salesforce (CRM) 0.2 $2.7M +13% 13k 212.33
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.2 $2.7M +28% 48k 56.71
Select Sector Spdr Tr Financial (XLF) 0.2 $2.7M +17% 71k 38.32
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $2.7M +21% 37k 73.73
Paypal Holdings (PYPL) 0.2 $2.7M +15% 23k 115.63
Adobe Systems Incorporated (ADBE) 0.2 $2.7M +12% 5.8k 455.65
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.2 $2.6M -14% 85k 30.40
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $2.6M +66% 23k 112.23
Altria (MO) 0.2 $2.6M -3% 49k 52.25
Lockheed Martin Corporation (LMT) 0.2 $2.6M 5.8k 441.35
International Business Machines (IBM) 0.2 $2.6M +48% 20k 130.01
Advanced Micro Devices (AMD) 0.2 $2.6M +5% 24k 109.33
Raytheon Technologies Corp (RTX) 0.2 $2.5M +7% 26k 99.07
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS) 0.2 $2.5M +39% 65k 38.86
John Hancock Exchange Traded Multi Intl Etf (JHMD) 0.2 $2.5M +31% 80k 31.67
Mastercard Incorporated Cl A (MA) 0.2 $2.5M -29% 7.0k 357.41
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.2 $2.5M 66k 37.71
Eversource Energy (ES) 0.2 $2.5M -8% 28k 88.20
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $2.5M -26% 24k 102.97
Vanguard World Fds Health Car Etf (VHT) 0.2 $2.5M +5% 9.7k 254.37
Wal-Mart Stores (WMT) 0.2 $2.4M +5% 16k 148.95
Qualcomm (QCOM) 0.2 $2.4M -18% 16k 152.80
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $2.4M -2% 31k 77.89
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $2.3M 30k 78.89
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $2.3M +57% 58k 39.85
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $2.3M +102% 24k 94.91
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH) 0.2 $2.3M +29% 26k 87.09
Ishares Esg Awr Msci Em (ESGE) 0.2 $2.2M -2% 61k 36.73
Blackstone Group Inc Com Cl A (BX) 0.2 $2.2M +39% 17k 126.97
Accenture Plc Ireland Shs Class A (ACN) 0.1 $2.2M +2% 6.5k 337.25
Crown Castle Intl (CCI) 0.1 $2.2M +4% 12k 184.60
Ishares Tr Micro-cap Etf (IWC) 0.1 $2.2M +6% 17k 128.87
Ishares Tr Msci Gbl Sus Dev (SDG) 0.1 $2.2M +37% 25k 85.28
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.1 $2.1M +10% 60k 35.38
Merck & Co (MRK) 0.1 $2.1M 26k 82.04
Southern Company (SO) 0.1 $2.1M +19% 29k 72.50
Waste Management (WM) 0.1 $2.1M 13k 158.48
Constellation Brands Cl A (STZ) 0.1 $2.0M -40% 8.8k 230.32
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $2.0M +523% 69k 29.01
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $2.0M -15% 23k 86.03
ConocoPhillips (COP) 0.1 $1.9M +22% 19k 99.98
Intuit (INTU) 0.1 $1.9M 4.0k 480.78
United Parcel Service CL B (UPS) 0.1 $1.9M 9.0k 214.52
John Hancock Exchange Traded Multifactr Sml (JHSC) 0.1 $1.9M +31% 56k 34.30
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $1.9M 20k 96.82
Goldman Sachs Etf Tr Activebeta Us (GSSC) 0.1 $1.9M NEW 31k 61.90
Norfolk Southern (NSC) 0.1 $1.9M +44% 6.6k 285.28
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $1.9M +19% 38k 49.58
Northrop Grumman Corporation (NOC) 0.1 $1.8M -3% 4.1k 447.19
Goldman Sachs (GS) 0.1 $1.8M +81% 5.5k 330.15
First Tr Exchange-traded A Mid Cp Gr Alph (FNY) 0.1 $1.8M +5% 27k 66.67
Invesco Actively Managed Etf Total Return (GTO) 0.1 $1.8M -9% 34k 52.45
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.1 $1.8M -8% 35k 49.82
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $1.8M +168% 13k 134.62
Abbott Laboratories (ABT) 0.1 $1.7M -15% 15k 118.37
Eli Lilly & Co. (LLY) 0.1 $1.7M +25% 6.0k 286.38
Enterprise Products Partners (EPD) 0.1 $1.7M +2% 66k 25.82
Wisdomtree Tr Us High Dividend (DHS) 0.1 $1.7M 19k 88.12
Travelers Companies (TRV) 0.1 $1.7M 9.3k 182.77
Nextera Energy (NEE) 0.1 $1.7M -29% 20k 84.69
American Tower Reit (AMT) 0.1 $1.7M +2% 6.7k 251.16
Duke Energy Corp Com New (DUK) 0.1 $1.7M 15k 111.65
Marathon Petroleum Corp (MPC) 0.1 $1.7M +54% 20k 85.50
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $1.7M +3% 35k 47.34
J P Morgan Exchange-traded F Intl Bd Opp Etf (JPIB) 0.1 $1.7M +253% 34k 48.91
Emerson Electric (EMR) 0.1 $1.7M +2% 17k 98.08
Medtronic SHS (MDT) 0.1 $1.7M +18% 15k 110.96
Dow (DOW) 0.1 $1.6M +143% 26k 63.73
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $1.6M -25% 45k 36.71
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $1.6M +303% 47k 34.27
Freeport-mcmoran CL B (FCX) 0.1 $1.6M +2% 32k 49.75
Automatic Data Processing (ADP) 0.1 $1.6M +16% 7.0k 227.58
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $1.6M +49% 44k 36.00
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.6M +17% 7.3k 212.47
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.6M -3% 34k 46.12
Bristol Myers Squibb (BMY) 0.1 $1.5M +18% 21k 73.04
3M Company (MMM) 0.1 $1.5M -19% 10k 148.85
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $1.5M -13% 30k 50.51
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $1.5M +8% 34k 43.96
Oneok (OKE) 0.1 $1.5M +49% 21k 70.61
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $1.5M -10% 8.1k 185.05
Philip Morris International (PM) 0.1 $1.5M -4% 16k 93.92
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $1.5M -75% 25k 59.73
Enbridge (ENB) 0.1 $1.5M +7% 32k 46.09
Lauder Estee Cos Cl A (EL) 0.1 $1.5M +20% 5.4k 272.36
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $1.5M +515% 77k 19.03
Draftkings Com Cl A (DKNG) 0.1 $1.5M +59% 75k 19.47
First Tr Exchange-traded Multi Asset Di (MDIV) 0.1 $1.4M -2% 86k 16.85
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $1.4M +2% 58k 24.93
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $1.4M -6% 18k 81.07
Phillips 66 (PSX) 0.1 $1.4M 17k 86.38
Ishares Silver Tr Ishares (SLV) 0.1 $1.4M +20% 62k 22.88
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $1.4M +95% 26k 53.39
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.4M +40% 18k 76.37
Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) 0.1 $1.4M +20% 4.8k 289.06
Devon Energy Corporation (DVN) 0.1 $1.4M +113% 23k 59.13
Ishares Tr Msci Euro Fl Etf (EUFN) 0.1 $1.4M -5% 72k 18.91
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $1.3M +191% 49k 27.77
Kraft Heinz (KHC) 0.1 $1.3M 34k 39.40
Invesco Exch Traded Fd Tr Ii Purbta Msci Us (PBUS) 0.1 $1.3M -4% 29k 45.51
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $1.3M +36% 26k 51.55
S&p Global (SPGI) 0.1 $1.3M -4% 3.2k 410.14
Eaton Corp SHS (ETN) 0.1 $1.3M -6% 8.7k 151.75
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $1.3M +94% 28k 47.38
Truist Financial Corp equities (TFC) 0.1 $1.3M 23k 56.70
Nucor Corporation (NUE) 0.1 $1.3M +20% 8.7k 148.63
Air Products & Chemicals (APD) 0.1 $1.3M +32% 5.1k 249.95
Vaneck Etf Trust Preferred Securt (PFXF) 0.1 $1.3M NEW 61k 20.54
Vanguard World Mega Grwth Ind (MGK) 0.1 $1.3M +42% 5.3k 235.37
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $1.2M -35% 15k 81.89
Eagle Materials (EXP) 0.1 $1.2M -4% 9.7k 128.40
Public Storage (PSA) 0.1 $1.2M -2% 3.2k 390.41
Annaly Capital Management (NLY) 0.1 $1.2M +7% 173k 7.04
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $1.2M +5% 2.9k 416.52
Lincoln National Corporation (LNC) 0.1 $1.2M 18k 65.34
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.2M +24% 15k 78.03
4068594 Enphase Energy (ENPH) 0.1 $1.2M +37% 5.9k 201.76
Ishares Tr Mbs Etf (MBB) 0.1 $1.2M +12% 12k 101.89
Caterpillar (CAT) 0.1 $1.2M +24% 5.2k 222.88
Ford Motor Company (F) 0.1 $1.2M +23% 68k 16.90
Dollar General (DG) 0.1 $1.1M +6% 5.1k 222.65
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $1.1M +4% 8.3k 136.94
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $1.1M -15% 11k 101.75
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $1.1M +197% 45k 24.90
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.1M -5% 11k 104.25
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $1.1M NEW 14k 75.56
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $1.1M -5% 4.9k 222.79
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $1.1M -8% 28k 38.65

Past Filings by Dynamic Advisor Solutions

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

View all past filings