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 PTY
Export CSVShares Held
Position Value (USD)
16 of 16 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,218,419 | 349,786 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,595,255 | 278,702 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,883,493 | 268,940 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $3,596,110 | 258,527 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $3,395,555 | 234,824 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,260,006 | 226,862 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,018,403 | 209,757 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,910,797 | 203,410 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,894,891 | 194,680 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,561,794 | 193,489 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,402,096 | 183,787 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,533,972 | 180,998 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,616,505 | 209,824 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $2,348,795 | 195,570 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,678,224 | 227,934 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,565,200 | 205,052 | Shares | Sole | 2022-07-27 | |
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