Dynamic Advisor Solutions LLC
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 ERC
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $109,165 | 12,116 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $115,710 | 12,442 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $120,037 | 12,530 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $118,172 | 12,505 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $125,604 | 13,623 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $127,979 | 13,359 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $115,285 | 12,838 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $116,102 | 12,444 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $112,449 | 11,912 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $119,109 | 13,089 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $130,232 | 14,064 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $105,334 | 11,512 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $111,220 | 11,349 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $95,078 | 11,030 | Shares | Sole | 2022-10-20 | |
| 2020-03-31 | $103,031 | 10,699 | Shares | Sole | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||