Dynamic Advisor Solutions LLC

CIK
0001599747
City
PHOENIX
State / Country
AZ

Top Portfolio Positions

384 positions · $1,253,352,500 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
384,747 $104,597,319 8.35%
MSFT
Microsoft Corp
Technology
135,706 $65,630,135 5.24%
NVDA
Nvidia Corp
Technology
306,212 $57,108,538 4.56%
QQQ
Invesco Qqq Trust, Series 1
66,491 $40,846,086 3.26%
AMZN
Amazon Com Inc
173,677 $40,088,125 3.20%
GOOGL
Alphabet Inc.
121,203 $37,936,539 3.03%
TSLA
Tesla, Inc.
Consumer Cyclical
83,113 $37,377,578 2.98%
AVGO
Broadcom Inc.
Technology
96,972 $33,562,009 2.68%
META
Meta Platforms, Inc.
Communication Services
40,186 $26,526,376 2.12%
JPM
Jpmorgan Chase & Co
Financial Services
79,330 $25,561,712 2.04%

Portfolio Trend

24 quarters · across all stocks

Holdings in ING

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Shares Held

Position Value (USD)

6 of 6 shown
Report Date Value (USD) Shares
2025-12-31 $5,682,180 202,935
2025-09-30 $5,345,852 204,979
2025-06-30 $4,458,330 203,856
2025-03-31 $3,964,016 202,349
2024-12-31 $2,732,268 174,363
2024-09-30 $3,729,882 205,390