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CIK: 0001599747
Total reported value
$3.5B
$3.5B
932 檔
9.1%
As reported in its official Q1 2024 Form 13F filing, Dynamic Advisor Solutions LLC's tracked investment portfolio stood at $3.5B with 932 total positions.
During Q1 2024, Dynamic Advisor Solutions LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 932 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.74% | +0.17% | +2.30% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.52% | +0.12% | -0.54% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.26% | -0.21% | +1.37% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.85% | -0.69% | +4.27% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.49% | +0.07% | -1.15% | |
| 6 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.27% | +0.17% | +7.67% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.20% | -0.01% | -0.32% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.17% | -0.23% | +6.67% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.15% | +0.02% | +12.46% | |
| 10 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 1.07% | +0.06% | +3.52% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.95% | -0.03% | -6.02% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.88% | +0.05% | -1.10% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.84% | +0.09% | -2.29% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.83% | +0.03% | +6.52% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 0.83% | -0.10% | +6.76% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.82% | — | +0.76% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.81% | +0.01% | +408.85% | |
| 18 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.78% | -0.10% | +15.93% | |
| 19 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.76% | -0.02% | +23.33% | |
| 20 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.75% | — | +7.00% | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.72% | +0.14% | -4.83% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | +0.03% | +2.68% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.68% | -0.16% | -13.10% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.06% | +9.09% | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.65% | +0.12% | +5.85% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | +0.01% | -1.33% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.62% | +0.01% | -0.17% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | +0.05% | -0.87% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.60% | +0.04% | -5.47% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.58% | -0.01% | +9.03% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.09% | +5.73% | |
| 32 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.58% | — | +10.00% | |
| 33 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.57% | -0.02% | +10.28% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | +0.14% | -5.13% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.55% | -0.18% | +9.14% | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.55% | -0.12% | +194.65% | |
| 37 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.54% | -0.02% | +7.12% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.53% | — | +1.47% | |
| 39 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.53% | — | +3.45% | |
| 40 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.52% | -0.01% | +1.39% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | -0.08% | +1.22% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.51% | -0.01% | -1.62% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | -0.07% | -0.15% | |
| 44 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.49% | +0.02% | +16.99% | |
| 45 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 0.49% | +0.10% | +4.78% | |
| 46 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.48% | -0.02% | +5.63% | |
| 47 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-Other | 0.48% | -0.02% | +23.38% | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.47% | -0.02% | -0.39% | |
| 49 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.47% | -0.02% | -0.08% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.42% | +0.01% | -1.40% |
According to official SEC Form 13F filings, Dynamic Advisor Solutions LLC reported a total U.S. public equity portfolio value of $3.5B across 932 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, QQQ, MSFT) accounted for 9.1% of total reported equity market value during Q1 2024.
During Q1 2024, Dynamic Advisor Solutions LLC's top holdings by market value included AAPL (2.7%)、QQQ (2.5%)、MSFT (2.3%). The largest single position, AAPL, represented 2.7% of total portfolio value.
In Q1 2024, Dynamic Advisor Solutions LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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