Dynamic Advisor Solutions LLC
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% |
Portfolio Trend
Holdings in OWLT
Shares Held
Position Value (USD)
11 of 11 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $229,475 | 44,645 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $722,802 | 44,645 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $378,143 | 44,645 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $375,018 | 44,645 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $164,293 | 44,645 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $198,670 | 44,645 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $200,456 | 44,645 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $183,937 | 44,645 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $192,419 | 44,645 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $235,725 | 44,645 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $200,009 | 44,645 | Shares | Sole | 2023-10-11 | |
| No quarters match your search. | ||||||