Dynamic Advisor Solutions LLC Portfolio Holdings
Dynamic Advisor Solutions LLC
- $2.97 Billion
- Q1 2025
Dynamic Advisor Solutions LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.97 Billion distributed in 847 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $100M, Invesco Qqq Trust, Series 1 with a value of $69.1M, Dimensional ETF Tr Core Fxd In with a value of $61.8M, Microsoft Corp with a value of $56.9M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $48.5M.
Examining the 13F form we can see an increase of $665M in the current position value, from $2.31B to 2.97B.
Below you can find more details about Dynamic Advisor Solutions LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.97 Billion
ETFs: $1.87 Billion
Technology: $319 Million
Financial Services: $151 Million
Healthcare: $116 Million
Consumer Cyclical: $103 Million
Industrials: $102 Million
Communication Services: $82.9 Million
Consumer Defensive: $76.3 Million
Other: $132 Million
Stock Holdings Table Market Cap. of $200 Billions or more
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 847
- Current Value $2.97 Billion
- Prior Value $2.31 Billion
- Filing
- Period Q1 2025
- Filing Date April 16, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 239 stocks
- Additional Purchases 350 stocks
- Sold out of 0 stocks
- Reduced holdings in 234 stocks