Dynamic Advisor Solutions LLC
CIK
1599747
City
PHOENIX
State / Country
AZ
Top Portfolio Positions
425 positions ·
$1,297,620,357 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
401,291 | $101,843,642 | 7.85% | |
| NVDA |
Nvidia Corp
Technology
|
318,684 | $55,578,489 | 4.28% | |
| MSFT |
Microsoft Corp
Technology
|
131,358 | $48,624,790 | 3.75% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
178,043 | $37,081,015 | 2.86% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
61,706 | $35,615,469 | 2.74% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
119,341 | $34,317,697 | 2.64% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
85,477 | $31,776,074 | 2.45% | |
| AVGO |
Broadcom Inc.
Technology
|
93,903 | $29,063,917 | 2.24% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
81,031 | $23,836,078 | 1.84% | |
| META |
Meta Platforms, Inc.
Communication Services
|
40,829 | $23,359,495 | 1.80% |
Portfolio Trend
25 quarters · across all stocks
Holdings in EDF
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $456,050 | 95,408 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $463,169 | 93,193 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $485,572 | 96,153 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $474,927 | 94,045 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $473,408 | 93,559 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $535,748 | 102,242 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $560,754 | 106,405 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $680,237 | 125,737 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $565,803 | 131,277 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $559,921 | 126,679 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $527,890 | 117,049 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $518,439 | 113,444 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $488,101 | 117,332 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $398,638 | 108,032 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $439,296 | 99,840 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $703,568 | 107,744 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $669,569 | 100,536 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $631,529 | 84,769 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $641,499 | 75,117 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $548,007 | 65,084 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $455,550 | 56,380 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $359,341 | 55,454 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $310,707 | 44,072 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $308,701 | 41,548 | Shares | Sole | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||