Dynamic Advisor Solutions LLC

CIK

1599747

City

PHOENIX

State / Country

AZ

Stock

EVT — Eaton Vance Tax-Advantaged Dividend Income Fund

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 EVT

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$264,280	10,765	-0.9%	Shares	Sole	2026-04-08
2025-12-31	$273,580	10,865	+0.2%	Shares	Sole	2026-01-09
2025-09-30	$265,038	10,840	-0.5%	Shares	Sole	2025-10-09
2025-06-30	$262,449	10,890	+4.6%	Shares	Sole	2025-07-09
2025-03-31	$242,357	10,415	0.0%	Shares	Sole	2025-04-17
2024-12-31	$250,480	10,415	-2.4%	Shares	Sole	2025-01-21
2024-09-30	$263,565	10,675	-2.3%	Shares	Sole	2024-10-07
2024-06-30	$254,443	10,925	+0.5%	Shares	Sole	2024-07-15
2024-03-31	$256,650	10,875	0.0%	Shares	Sole	2024-04-12
2023-12-31	$241,968	10,875	+0.7%	Shares	Sole	2024-01-10
2023-09-30	$228,744	10,800	+1.6%	Shares	Sole	2023-10-11
2023-06-30	$241,718	10,625	+8.6%	Shares	Sole	2023-08-03
2023-03-31	$221,238	9,785	+6.6%	Shares	Sole	2023-04-11
2022-12-31	$209,304	9,180	—	Shares	Sole	2023-01-13
No 13F history on record for this holder in this stock.