Dynamic Advisor Solutions LLC

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1599747

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PHOENIX

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T — At&T Inc.

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%

25 quarters · across all stocks

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25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,616,125	124,737	+5.5%	Shares	Sole	2026-04-08
2025-12-31	$2,935,889	118,192	-24.1%	Shares	Sole	2026-01-09
2025-09-30	$4,399,057	155,774	+1.9%	Shares	Sole	2025-10-09
2025-06-30	$4,424,868	152,898	-9.0%	Shares	Sole	2025-07-09
2025-03-31	$4,752,482	168,051	-3.3%	Shares	Sole	2025-04-17
2024-12-31	$3,957,334	173,796	+2.9%	Shares	Sole	2025-01-21
2024-09-30	$3,717,230	168,965	-0.4%	Shares	Sole	2024-10-07
2024-06-30	$3,242,393	169,670	-3.0%	Shares	Sole	2024-07-15
2024-03-31	$3,078,064	174,890	+1.1%	Shares	Sole	2024-04-12
2023-12-31	$2,902,134	172,952	+16.9%	Shares	Sole	2024-01-10
2023-09-30	$2,221,277	147,888	-1.8%	Shares	Sole	2023-10-11
2023-06-30	$2,402,532	150,629	-42.7%	Shares	Sole	2023-08-03
2023-03-31	$5,062,480	262,986	-15.8%	Shares	Sole	2023-04-11
2022-12-31	$5,747,546	312,197	+31.7%	Shares	Sole	2023-01-13
2022-09-30	$3,635,365	236,986	+12.0%	Shares	Sole	2022-10-20
2022-06-30	$4,434,360	211,563	+67.2%	Shares	Sole	2022-07-27
2022-03-31	$2,258,588	126,550	+42.4%	Shares	Sole	2022-04-11
2021-12-31	$1,651,250	88,872	-8.1%	Shares	Sole	2022-01-26
2021-09-30	$1,972,586	96,694	-16.6%	Shares	Sole	2021-10-28
2021-06-30	$2,520,232	115,941	-11.7%	Shares	Sole	2021-08-10
2021-03-31	$3,000,680	131,249	+70.3%	Shares	Sole	2021-04-27
2020-12-31	$1,674,491	77,087	-4.4%	Shares	Sole	2021-02-03
2020-09-30	$1,737,233	80,677	+5.6%	Shares	Sole	2020-10-27
2020-06-30	$1,744,227	76,393	-10.7%	Shares	Sole	2020-08-05
2020-03-31	$1,883,520	85,550	—	Shares	Sole	2020-05-07
No quarters match your search.