Dynamic Advisor Solutions LLC
CIK
1599747
City
PHOENIX
State / Country
AZ
Top Portfolio Positions
425 positions ·
$1,296,253,532 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
401,291 | $101,843,642 | 7.86% | |
| NVDA |
Nvidia Corp
Technology
|
318,684 | $55,578,489 | 4.29% | |
| 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 | 2.75% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
119,341 | $34,317,697 | 2.65% | |
| 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 MSD
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $338,827 | 48,266 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $347,692 | 47,049 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $332,659 | 45,137 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $332,413 | 43,003 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $346,439 | 43,036 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $269,500 | 35,000 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $229,081 | 28,888 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $125,506 | 17,099 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $101,516 | 14,041 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $90,801 | 13,065 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $73,895 | 11,386 | Shares | Sole | 2023-10-11 | |
| No 13F history on record for this holder in this stock. | ||||||