Dynamic Advisor Solutions LLC
CIK
1599747
City
PHOENIX
State / Country
AZ
Top Portfolio Positions
421 positions ·
$1,279,306,912 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
401,291 | $101,843,642 | 7.96% |
| NVDA |
Nvidia Corp
Technology
|
318,684 | $55,578,489 | 4.34% |
| MSFT |
Microsoft Corp
Technology
|
131,358 | $48,624,790 | 3.80% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
178,043 | $37,081,015 | 2.90% |
| QQQ |
Invesco Qqq Trust, Series 1
|
61,706 | $35,615,469 | 2.78% |
| GOOGL |
Alphabet Inc.
Communication Services
|
119,341 | $34,317,697 | 2.68% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
85,477 | $31,776,074 | 2.48% |
| AVGO |
Broadcom Inc.
Technology
|
93,903 | $29,063,917 | 2.27% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
81,031 | $23,836,078 | 1.86% |
| META |
Meta Platforms, Inc.
Communication Services
|
40,829 | $23,359,495 | 1.83% |
Portfolio Trend
Holdings in CIK
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $172,505 | 67,385 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $180,667 | 63,840 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $176,037 | 60,081 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $175,282 | 59,217 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $182,195 | 62,826 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $157,473 | 54,489 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $140,097 | 45,339 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $135,509 | 45,626 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $146,974 | 49,822 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $159,019 | 50,805 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $130,297 | 50,308 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $126,390 | 42,990 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $109,667 | 42,672 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $94,560 | 37,524 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $103,580 | 39,087 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $101,400 | 37,143 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $110,849 | 36,344 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $110,809 | 32,306 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $106,799 | 30,778 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $106,032 | 30,123 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $89,735 | 26,549 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $78,022 | 24,769 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $68,593 | 23,331 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $79,270 | 29,251 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $136,827 | 57,250 | Shares | Sole | 2020-05-07 | |
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