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 ETV
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $362,870 | 26,545 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $354,849 | 24,711 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $345,405 | 24,239 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $336,763 | 24,280 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $378,783 | 28,674 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $412,659 | 28,637 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $450,252 | 32,627 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $472,503 | 34,565 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $441,313 | 34,131 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $397,038 | 32,201 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $413,180 | 34,518 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $440,143 | 34,440 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $347,413 | 27,507 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $322,865 | 26,292 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $331,813 | 25,233 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $291,099 | 21,547 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $275,958 | 17,667 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $207,157 | 12,375 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $189,785 | 11,869 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $198,046 | 12,165 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $202,671 | 13,084 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $224,217 | 14,607 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $215,360 | 15,572 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $223,265 | 15,812 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $183,553 | 15,220 | Shares | Sole | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||