Dynamic Advisor Solutions LLC
Top Portfolio Positions
424 positions ·
$1,279,894,749 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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 PPT
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $117,778 | 33,177 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $99,204 | 28,024 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $113,984 | 30,890 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $114,070 | 31,082 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $115,231 | 31,920 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $106,504 | 29,917 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $104,965 | 28,141 | Shares | Sole | 2024-10-07 | |
| 2020-12-31 | $58,548 | 12,591 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $56,029 | 12,591 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $59,681 | 12,591 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $75,164 | 16,556 | Shares | Sole | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||