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%

Holdings in ES

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Report Date Value (USD) Shares
2026-03-31 $1,853,447 26,753