Dynamic Advisor Solutions LLC
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 CLM
Shares Held
Position Value (USD)
22 of 22 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $355,249 | 48,798 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $374,076 | 44,746 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $322,481 | 38,947 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $337,345 | 41,545 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $288,439 | 39,442 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $352,975 | 41,749 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $269,580 | 35,663 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $214,878 | 28,353 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $238,331 | 32,200 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $234,419 | 33,125 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $268,232 | 33,854 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $349,657 | 42,393 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $311,691 | 40,652 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $273,283 | 37,674 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $290,838 | 34,480 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $320,737 | 37,980 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $393,812 | 28,397 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $429,770 | 30,556 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $353,737 | 28,078 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $284,125 | 24,864 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $248,187 | 18,720 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $140,090 | 12,134 | Shares | Sole | 2021-02-03 | |
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