Dynamic Advisor Solutions LLC
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 PKST
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $378,297 | 18,109 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $146,068 | 10,179 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $143,847 | 10,964 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $153,711 | 11,636 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $152,258 | 12,084 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $133,769 | 12,084 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $164,704 | 12,084 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $128,090 | 12,084 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $206,593 | 12,808 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $255,263 | 12,808 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $218,632 | 13,139 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $429,409 | 15,380 | Shares | Sole | 2023-08-03 | |
| No 13F history on record for this holder in this stock. | ||||||