Dynamic Advisors Solutions

Latest statistics and disclosures from Dynamic Advisor Solutions's latest quarterly 13F-HR filing:

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Positions held by Dynamic Advisors Solutions consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Dynamic Advisor Solutions

Dynamic Advisor Solutions holds 898 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Dynamic Advisor Solutions has 898 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.2 $87M +13% 479k 181.18
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Invesco Qqq Tr Unit Ser 1 (QQQ) 2.5 $67M 169k 396.75
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Microsoft Corporation (MSFT) 2.1 $58M +17% 157k 367.75
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Ishares Tr Core S&p500 Etf (IVV) 1.7 $47M +54% 100k 470.12
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Spdr Ser Tr Portfolio S&p500 (SPLG) 1.5 $40M +3% 724k 55.06
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 1.2 $31M +7% 336k 92.37
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.1 $31M +16% 671k 45.50
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Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $29M +11% 125k 233.12
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John Hancock Exchange Traded Multifactor Mi (JHMM) 1.0 $28M +2% 535k 51.57
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Ishares Tr Core Msci Eafe (IEFA) 0.9 $25M +22% 356k 69.20
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Amazon (AMZN) 0.9 $24M +6% 166k 145.24
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $23M +28% 318k 72.75
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $23M +35% 49k 467.92
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.8 $23M +12% 409k 55.48
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Ishares Tr Rus 1000 Val Etf (IWD) 0.8 $22M +4% 135k 164.57
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Spdr Gold Tr Gold Shs (GLD) 0.8 $22M -6% 113k 189.35
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Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $21M +62% 78k 270.50
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.8 $21M +12% 407k 50.89
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.8 $20M +11% 277k 73.47
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Tesla Motors (TSLA) 0.7 $20M -23% 85k 237.49
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.7 $20M +27% 476k 41.95
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NVIDIA Corporation (NVDA) 0.7 $19M -7% 40k 490.97
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Alphabet Cap Stk Cl A (GOOGL) 0.7 $19M +51% 138k 135.73
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.7 $19M +13% 651k 28.66
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.7 $18M +27% 555k 32.56
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Ishares Tr Core S&p Scp Etf (IJR) 0.6 $17M +10% 166k 104.39
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $17M +62% 368k 45.55
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JPMorgan Chase & Co. (JPM) 0.6 $16M +34% 95k 172.27
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $16M +3% 205k 77.00
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $16M +36% 36k 429.98
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $16M +12% 43k 365.59
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Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.6 $15M +17% 318k 48.30
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First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.5 $15M +15% 602k 24.57
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Costco Wholesale Corporation (COST) 0.5 $15M +60% 22k 656.01
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $15M 308k 47.13
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Broadcom (AVGO) 0.5 $14M +68% 14k 1049.28
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.5 $14M +2% 172k 83.02
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Chevron Corporation (CVX) 0.5 $14M +75% 95k 150.40
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Ishares Tr Core Div Grwth (DGRO) 0.5 $14M +21% 261k 53.68
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.5 $14M -3% 278k 50.25
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Home Depot (HD) 0.5 $14M +47% 41k 342.94
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Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.5 $14M +7% 277k 50.28
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Spdr Ser Tr Portfolio Short (SPSB) 0.5 $14M +2% 454k 29.71
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Ishares Emng Mkts Eqt (EMGF) 0.5 $13M +23% 312k 42.01
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.5 $12M +40% 125k 99.91
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $12M +4% 305k 40.49
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Cisco Systems (CSCO) 0.4 $12M +92% 242k 50.09
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Sherwin-Williams Company (SHW) 0.4 $12M 40k 296.68
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UnitedHealth (UNH) 0.4 $12M +43% 22k 537.39
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $12M +4% 216k 54.75
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.4 $12M +5% 351k 33.43
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Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI) 0.4 $12M +170% 408k 28.37
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Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.4 $12M +51% 122k 94.59
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First Tr Value Line Divid In SHS (FVD) 0.4 $11M +2% 278k 40.38
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Meta Platforms Cl A (META) 0.4 $11M +11% 32k 351.95
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Vanguard Index Fds Small Cp Etf (VB) 0.4 $11M +14% 54k 206.87
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Abbvie (ABBV) 0.4 $11M +98% 67k 162.14
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J P Morgan Exchange Traded F Betabuilders Usd (BBHY) 0.4 $11M +22% 233k 45.51
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Vanguard Index Fds Mid Cap Etf (VO) 0.4 $10M +20% 46k 228.12
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $10M +55% 106k 96.29
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.4 $10M 210k 48.36
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Alphabet Cap Stk Cl C (GOOG) 0.4 $10M +16% 74k 137.39
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $10M 205k 48.91
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Spdr Index Shs Fds Msci Eafe Strtgc (QEFA) 0.4 $9.9M +45% 138k 72.29
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.4 $9.9M +21% 237k 41.84
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $9.7M +12% 342k 28.22
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Invesco Actively Managed Etf Total Return (GTO) 0.4 $9.6M +26% 205k 46.75
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Visa Com Cl A (V) 0.4 $9.5M +11% 37k 259.69
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Flexshares Tr Glb Qlt R/e Idx (GQRE) 0.3 $9.3M +35% 171k 54.63
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Ishares Tr National Mun Etf (MUB) 0.3 $9.3M +24% 86k 108.07
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Ishares Tr Exponential Tech (XT) 0.3 $9.3M +6% 162k 57.18
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $9.3M +9% 161k 57.58
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Eli Lilly & Co. (LLY) 0.3 $9.3M +2% 15k 618.54
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Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $9.1M -17% 73k 124.10
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Johnson & Johnson (JNJ) 0.3 $9.0M +8% 56k 161.13
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Fidelity Covington Trust Vlu Factor Etf (FVAL) 0.3 $9.0M +4% 172k 52.35
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Wal-Mart Stores (WMT) 0.3 $8.8M +110% 56k 156.71
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $8.7M -5% 45k 193.25
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Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.3 $8.7M +22% 240k 36.07
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Merck & Co (MRK) 0.3 $8.6M +51% 73k 117.22
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Sypris Solutions (SYPR) 0.3 $8.6M +4% 4.2M 2.06
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $8.5M -12% 55k 155.71
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $8.5M +11% 358k 23.71
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Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.3 $8.4M +39% 248k 34.03
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Union Pacific Corporation (UNP) 0.3 $8.3M +61% 35k 239.91
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Dimensional Etf Trust Short Duration F (DFSD) 0.3 $8.3M +22% 177k 46.78
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Mastercard Incorporated Cl A (MA) 0.3 $8.1M +69% 19k 419.41
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Ishares Tr Core Us Aggbd Et (AGG) 0.3 $8.0M -10% 82k 98.20
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $8.0M +75% 105k 76.37
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Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $7.8M 93k 84.19
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.3 $7.8M +14% 210k 36.98
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Ishares Tr Short Treas Bd (SHV) 0.3 $7.7M 70k 110.19
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Pepsi (PEP) 0.3 $7.4M +77% 44k 168.94
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Dbx Etf Tr Xtrack Msci All (DBAW) 0.3 $7.2M -34% 240k 30.09
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $7.2M 130k 55.34
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.3 $7.1M -6% 110k 64.53
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Ishares Core Msci Emkt (IEMG) 0.3 $7.0M +14% 141k 49.68
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.3 $6.9M +12% 147k 47.23
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Northrop Grumman Corporation (NOC) 0.3 $6.9M +73% 15k 469.88
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $6.9M +865% 135k 51.03
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.3 $6.9M +11% 166k 41.39
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salesforce (CRM) 0.3 $6.8M +2% 27k 251.12
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Amgen (AMGN) 0.2 $6.7M +35% 22k 303.00
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $6.7M +2% 83k 80.68
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Caterpillar (CAT) 0.2 $6.7M +412% 23k 288.93
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $6.6M +4% 83k 80.16
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $6.6M +147% 181k 36.39
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Accenture Plc Ireland Shs Class A (ACN) 0.2 $6.5M +102% 19k 336.62
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $6.5M +26% 85k 76.70
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $6.5M +14% 61k 105.31
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $6.5M +42% 81k 79.51
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $6.4M 135k 47.39
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McDonald's Corporation (MCD) 0.2 $6.4M +11% 22k 288.99
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $6.3M -12% 77k 81.89
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $6.2M +65% 127k 49.15
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $6.2M -2% 60k 103.04
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Intuit (INTU) 0.2 $6.2M 10k 588.99
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Texas Instruments Incorporated (TXN) 0.2 $6.1M +121% 37k 165.10
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Ishares Tr Pfd And Incm Sec (PFF) 0.2 $6.1M +45% 196k 31.12
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BlackRock (BLK) 0.2 $6.1M 7.8k 782.79
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.2 $6.0M +9% 247k 24.37
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Lockheed Martin Corporation (LMT) 0.2 $5.9M +19% 13k 456.51
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Boeing Company (BA) 0.2 $5.9M 24k 248.99
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Walt Disney Company (DIS) 0.2 $5.9M -29% 65k 90.90
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $5.8M +19% 16k 374.64
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Flexshares Tr Iboxx 3r Targt (TDTT) 0.2 $5.8M -17% 247k 23.54
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Exxon Mobil Corporation (XOM) 0.2 $5.8M +11% 56k 102.63
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $5.8M +5% 52k 111.87
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $5.7M -2% 76k 74.36
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Pimco Equity Ser Rafi Dyn Ml Us (MFUS) 0.2 $5.7M -7% 137k 41.45
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Wisdomtree Tr Us Smallcap Divd (DES) 0.2 $5.7M NEW 181k 31.31
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Select Sector Spdr Tr Technology (XLK) 0.2 $5.7M +13% 31k 184.12
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Netflix (NFLX) 0.2 $5.7M +2% 12k 474.06
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $5.6M 65k 86.61
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Emerson Electric (EMR) 0.2 $5.6M +93% 59k 95.47
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Dimensional Etf Trust Us High Profitab (DUHP) 0.2 $5.6M +14% 199k 28.18
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Ishares Tr Grwt Allocat Etf (AOR) 0.2 $5.6M +427% 106k 52.44
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Southern Company (SO) 0.2 $5.5M +131% 77k 71.61
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Roper Industries (ROP) 0.2 $5.5M +132% 11k 523.06
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $5.5M +3% 32k 168.47
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Crowdstrike Hldgs Cl A (CRWD) 0.2 $5.4M -8% 22k 247.46
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Honeywell International (HON) 0.2 $5.4M +3% 27k 203.53
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Pfizer (PFE) 0.2 $5.4M +28% 184k 29.47
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $5.4M +27% 106k 50.84
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Gilead Sciences (GILD) 0.2 $5.4M +139% 64k 83.31
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Adobe Systems Incorporated (ADBE) 0.2 $5.4M +5% 9.5k 564.60
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Ares Management Corporation Cl A Com Stk (ARES) 0.2 $5.3M +1078% 46k 117.05
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Procter & Gamble Company (PG) 0.2 $5.3M +7% 36k 147.42
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Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) 0.2 $5.3M -12% 216k 24.54
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Abbott Laboratories (ABT) 0.2 $5.2M +49% 47k 110.80
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Thomson Reuters Corp. (TRI) 0.2 $5.2M NEW 36k 143.93
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T Rowe Price Etf Price Eqt Income (TEQI) 0.2 $5.1M -6% 141k 36.63
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Verizon Communications (VZ) 0.2 $5.1M 128k 40.20
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $5.1M -26% 96k 53.25
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $5.1M +36% 17k 294.77
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Dbx Etf Tr Xtrack Usd High (HYLB) 0.2 $5.1M +9% 145k 35.23
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Vanguard Index Fds Value Etf (VTV) 0.2 $5.1M +62% 34k 149.62
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Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.2 $5.1M 194k 26.12
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Vanguard Index Fds Growth Etf (VUG) 0.2 $5.1M +4% 17k 301.38
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Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.2 $5.0M NEW 237k 21.08
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Etf Ser Solutions Netlease Corp (NETL) 0.2 $4.9M 200k 24.68
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Ishares Tr Calif Mun Bd Etf (CMF) 0.2 $4.9M -26% 85k 57.86
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Wisdomtree Tr Us Midcap Divid (DON) 0.2 $4.9M +774% 108k 45.15
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $4.9M -11% 68k 72.01
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.2 $4.7M +143% 99k 47.13
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J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 0.2 $4.6M +19% 51k 90.83
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $4.6M +5% 98k 47.38
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Ishares Msci Emrg Chn (EMXC) 0.2 $4.6M +2% 84k 54.54
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CVS Caremark Corporation (CVS) 0.2 $4.5M +4% 56k 81.42
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Deere & Company (DE) 0.2 $4.5M +309% 11k 395.95
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Coca-Cola Company (KO) 0.2 $4.5M +10% 75k 59.67
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.2 $4.4M NEW 100k 44.04
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EOG Resources (EOG) 0.2 $4.4M +181% 37k 120.38
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $4.3M 113k 37.89
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Dimensional Etf Trust Us Real Estate E (DFAR) 0.2 $4.2M +17% 190k 22.36
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Pioneer Natural Resources (PXD) 0.2 $4.2M +700% 18k 230.08
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Select Sector Spdr Tr Energy (XLE) 0.2 $4.2M 50k 84.68
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Crown Castle Intl (CCI) 0.2 $4.2M +82% 37k 113.77
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Ishares Tr Rus 1000 Etf (IWB) 0.2 $4.2M +20% 16k 257.93
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D.R. Horton (DHI) 0.2 $4.2M +546% 28k 148.63
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Ishares Tr Ishares Semicdtr (SOXX) 0.2 $4.2M NEW 7.7k 541.81
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Ishares Tr Msci Gbl Sus Dev (SDG) 0.2 $4.2M +9% 52k 79.47
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $4.2M +41% 40k 103.32
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Lamar Advertising Cl A (LAMR) 0.2 $4.1M NEW 41k 102.42
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Invesco Exchange Traded Fd T Large Cap Growth (PWB) 0.2 $4.1M +1421% 54k 75.99
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Dimensional Etf Trust Intl High Profit (DIHP) 0.1 $4.0M +15% 160k 25.19
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Ishares Tr TRS FLT RT BD (TFLO) 0.1 $4.0M -30% 79k 50.52
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) 0.1 $3.9M +40% 149k 26.36
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Digital Realty Trust (DLR) 0.1 $3.9M NEW 30k 130.83
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Comcast Corp Cl A (CMCSA) 0.1 $3.9M +19% 90k 43.04
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Intel Corporation (INTC) 0.1 $3.9M +44% 83k 46.89
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Bank of America Corporation (BAC) 0.1 $3.9M -24% 112k 34.43
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General Mills (GIS) 0.1 $3.9M +921% 59k 64.99
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $3.8M +2% 75k 50.73
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Nike CL B (NKE) 0.1 $3.7M +39% 36k 102.08
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O'reilly Automotive (ORLY) 0.1 $3.7M +240% 4.0k 925.40
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Boston Scientific Corporation (BSX) 0.1 $3.6M -5% 63k 58.16
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $3.6M +6% 26k 139.12
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Raytheon Technologies Corp (RTX) 0.1 $3.6M +7% 42k 85.38
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $3.6M NEW 50k 70.76
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $3.6M +80% 102k 34.93
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Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $3.5M NEW 152k 22.83
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Vanguard World Mega Cap Index (MGC) 0.1 $3.5M -9% 21k 166.66
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Thermo Fisher Scientific (TMO) 0.1 $3.4M -20% 6.4k 531.21
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Unilever Spon Adr New (UL) 0.1 $3.4M +794% 69k 48.76
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International Business Machines (IBM) 0.1 $3.3M 21k 159.16
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Paychex (PAYX) 0.1 $3.3M +944% 28k 117.98
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Qualcomm (QCOM) 0.1 $3.3M -7% 24k 136.73
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Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $3.3M -23% 192k 17.13
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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $3.3M -41% 34k 95.50
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Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.1 $3.3M -33% 67k 49.02
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Alps Etf Tr Sectr Div Dogs (SDOG) 0.1 $3.2M NEW 63k 51.61
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Ishares Msci Gbl Min Vol (ACWV) 0.1 $3.2M +106% 32k 100.35
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Advanced Micro Devices (AMD) 0.1 $3.2M -11% 23k 138.58
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $3.2M +6% 46k 69.83
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Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $3.2M +29% 98k 32.29
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United Parcel Service CL B (UPS) 0.1 $3.1M +5% 20k 158.72
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Novo-nordisk A S Adr (NVO) 0.1 $3.1M 30k 105.98
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Ishares Silver Tr Ishares (SLV) 0.1 $3.1M 146k 21.21
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Waste Management (WM) 0.1 $3.1M +9% 17k 177.77
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American Tower Reit (AMT) 0.1 $3.0M 14k 214.29
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Altria (MO) 0.1 $3.0M 73k 41.49
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At&t (T) 0.1 $3.0M +16% 173k 17.47
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Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.1 $3.0M +8% 96k 31.05
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Nextera Energy (NEE) 0.1 $3.0M -2% 48k 62.08
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $3.0M +92% 43k 69.60
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Ishares Tr Core Intl Aggr (IAGG) 0.1 $2.9M +19% 60k 49.43
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $2.9M +551% 50k 58.21
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Pimco Etf Tr Active Bd Etf (BOND) 0.1 $2.9M +459% 32k 91.51
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $2.9M +17% 78k 36.91
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S&p Global (SPGI) 0.1 $2.9M +270% 6.7k 427.95
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Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.1 $2.9M +2% 79k 36.43
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Uscf Etf Tr Midstream Energy (UMI) 0.1 $2.9M -5% 78k 36.81
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Spdr Ser Tr Port Mtg Bk Etf (SPMB) 0.1 $2.9M NEW 131k 21.80
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Ishares Tr Core Msci Total (IXUS) 0.1 $2.9M 45k 63.86
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Ishares Esg Awr Msci Em (ESGE) 0.1 $2.8M +5% 90k 31.33
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Fidelity National Financial Fnf Group Com (FNF) 0.1 $2.8M NEW 58k 48.85
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Intuitive Surgical Com New (ISRG) 0.1 $2.8M +50% 8.7k 322.48
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Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $2.8M +12% 119k 23.60
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Philip Morris International (PM) 0.1 $2.8M +12% 29k 95.30
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $2.8M NEW 5.00 554300.00
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Eaton Corp SHS (ETN) 0.1 $2.8M +19% 12k 234.87
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Fidelity Covington Trust Msci Utils Index (FUTY) 0.1 $2.7M +348% 65k 41.50
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Goldman Sachs Etf Tr Activebeta Us (GSSC) 0.1 $2.7M 44k 60.87
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Blackrock Core Bd Tr Shs Ben Int (BHK) 0.1 $2.7M 246k 10.89
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Travelers Companies (TRV) 0.1 $2.7M +124% 14k 193.07
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $2.6M +15% 42k 62.28
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PIMCO Corporate Opportunity Fund (PTY) 0.1 $2.6M +5% 194k 13.60
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Ishares Tr Us Aer Def Etf (ITA) 0.1 $2.6M +9% 21k 123.84
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Duke Energy Corp Com New (DUK) 0.1 $2.5M +4% 26k 98.54
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Past Filings by Dynamic Advisor Solutions

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

View all past filings