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% |
Holdings in ES
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,853,447 | 26,753 | Shares | Sole | 2026-04-08 | |
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