Dynamic Advisor Solutions LLC
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 RSSS
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $717,983 | 317,692 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $851,179 | 289,517 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,029,606 | 276,034 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $811,354 | 282,702 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $477,601 | 183,693 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $757,715 | 182,582 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $510,843 | 187,122 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $439,038 | 172,172 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $383,993 | 121,517 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $333,806 | 128,387 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $323,212 | 129,285 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $262,680 | 128,765 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $249,400 | 124,080 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $236,277 | 123,061 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $242,627 | 118,935 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $204,708 | 115,005 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $124,871 | 58,625 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $121,410 | 49,354 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $113,875 | 43,464 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $124,307 | 43,464 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $100,372 | 43,264 | Shares | Sole | 2021-04-27 | |
| No 13F history on record for this holder in this stock. | ||||||