Dynamic Advisor Solutions LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-17
- Total Holdings
- 843
- Total Value
- 2883530913
- Accession Number
- 0001085146-25-002128
- Form Type
- 13F-HR
- CIK
- 0001599747
- Manager Name
- Dynamic Advisor Solutions LLC
Data Enrichment
59% identified494 identified349 unidentified
Holdings
843 positions
Manager:
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Page 12 of 43
02072L714
Shares:
213695(-2.6%)
Value:
$2.7B(-4.7%)
464287721
Shares:
19073(+4.4%)
Value:
$2.7B(-8.1%)
78468R663
Shares:
29128
Value:
$2.7B
78464A383
Shares:
119896(+4.9%)
Value:
$2.6B(+7.3%)
67092P607
Shares:
66390(-34.3%)
Value:
$2.5B(-39.8%)
90290T882
Shares:
47751
Value:
$2.5B
464288810
Shares:
40419(+1.0%)
Value:
$2.4B(+4.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
11.2K | QoQ NEW(+11.2K) | All Managers (Combined) | $2.8M | QoQ NEW(+$2.8M) | |
Public Storage(PSAcusip74460D109) | 9.2K | All Managers (Combined) | $2.7M | ||
(cusip02072L714)✕ | 213.7K | All Managers (Combined) | $2.7M | ||
16.3K | QoQ NEW(+16.3K) | All Managers (Combined) | $2.7M | QoQ NEW(+$2.7M) | |
Qualcomm Inc/De(QCOMcusip747525103) | 17.6K | All Managers (Combined) | $2.7M | ||
54.5K | QoQ NEW(+54.5K) | All Managers (Combined) | $2.7M | QoQ NEW(+$2.7M) | |
(cusip464287721)✕ | 19.1K | All Managers (Combined) | $2.7M | ||
Medtronic Plc(MDTcusipG5960L103) | 29.8K | All Managers (Combined) | $2.7M | ||
(cusip78468R663)✕ | 29.1K | QoQ NEW(+29.1K) | All Managers (Combined) | $2.7M | QoQ NEW(+$2.7M) |
116.8K | All Managers (Combined) | $2.7M | |||
Ge Vernova Inc.(GEVcusip36828A101) | 8.7K | YoY NEW(+8.7K) | All Managers (Combined) | $2.6M | YoY NEW(+$2.6M) |
(cusip78464A383)✕ | 119.9K | All Managers (Combined) | $2.6M | ||
31.9K | All Managers (Combined) | $2.6M | |||
(cusip67092P607)✕ | 66.4K | All Managers (Combined) | $2.5M | ||
Eaton Corp Plc(ETNcusipG29183103) | 9.2K | All Managers (Combined) | $2.5M | ||
Cvs Health Corp(CVScusip126650100) | 37.0K | All Managers (Combined) | $2.5M | ||
18.5K | All Managers (Combined) | $2.5M | |||
(cusip90290T882)✕ | 47.8K | QoQ NEW(+47.8K) | All Managers (Combined) | $2.5M | QoQ NEW(+$2.5M) |
8.1K | All Managers (Combined) | $2.4M | |||
(cusip464288810)✕ | 40.4K | All Managers (Combined) | $2.4M |