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CIK: 0001599747
Total reported value
$3.5B
$3.5B
644 檔
10.4%
As reported in its official Q4 2024 Form 13F filing, Dynamic Advisor Solutions LLC's tracked investment portfolio stood at $3.5B with 644 total positions.
During Q4 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 644 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.87% | +0.17% | -4.36% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.45% | +0.12% | -7.07% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.77% | -0.21% | -5.09% | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.58% | -0.10% | +3.45% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.13% | -0.01% | -9.63% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.92% | +0.02% | +3.64% | |
| 7 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.80% | +0.03% | +0.39% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.66% | -0.03% | -4.13% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.63% | — | +2.34% | |
| 10 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.45% | +0.17% | -2.97% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.27% | -0.69% | -60.63% | |
| 12 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.23% | -0.02% | +8.18% | |
| 13 | GTO | Invesco Total Return Bond Et | ETF-Other | 1.13% | +0.02% | +3.84% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.12% | +0.03% | -4.39% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.09% | +0.05% | -10.88% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.07% | — | -0.21% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.97% | -0.09% | -3.73% | |
| 18 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.97% | -0.02% | +8.19% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.97% | +0.05% | -13.31% | |
| 20 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.96% | +0.06% | -1.84% | |
| 21 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-Other | 0.94% | -0.02% | +2.26% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.89% | +0.01% | -8.13% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.85% | -0.16% | -16.16% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | -0.08% | -9.35% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.84% | +0.04% | +125.05% | |
| 26 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.81% | -0.02% | +1.13% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.80% | +0.01% | -37.62% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.79% | -0.06% | -6.78% | |
| 29 | DFAI | Dimensional International Co | ETF-Other | 0.78% | -0.03% | +4.75% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.71% | -0.18% | -1.00% | |
| 31 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.70% | +0.01% | +1.02% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.69% | — | -2.38% | |
| 33 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.66% | — | +2.26% | |
| 34 | FLHY | Franklin High Yield Corporat | ETF-High Yield | 0.65% | -0.01% | +2.52% | |
| 35 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.62% | -0.02% | +4.06% | |
| 36 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.62% | — | -0.92% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.62% | +0.01% | -32.33% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.62% | +0.02% | -11.66% | |
| 39 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.60% | +0.02% | +3.22% | |
| 40 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.57% | -0.01% | +0.32% | |
| 41 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 0.56% | +0.10% | +4.45% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.11% | +0.30% | |
| 43 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.53% | +0.02% | +7.03% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | +0.24% | +24.52% | |
| 45 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.50% | — | +8.31% | |
| 46 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.48% | -0.02% | +3.42% | |
| 47 | DFSD | Dimensional Short Duration | ETF-Other | 0.48% | -0.02% | +2.20% | |
| 48 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.47% | — | +9.09% | |
| 49 | GQRE | Flexshares Global Quality Re | ETF-Other | 0.46% | +0.01% | +7.89% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.45% | -0.16% | -8.79% |
According to official SEC Form 13F filings, Dynamic Advisor Solutions LLC reported a total U.S. public equity portfolio value of $3.5B across 644 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, QQQ, MSFT) accounted for 10.4% of total reported equity market value during Q4 2024.
During Q4 2024, Dynamic Advisor Solutions LLC's top holdings by market value included AAPL (4.9%)、QQQ (3.5%)、MSFT (2.8%). The largest single position, AAPL, represented 4.9% of total portfolio value.
In Q4 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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