Dynamic Advisor Solutions LLC

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "VSGX",
  null,
  null,
  "PKST",
  null,
  "ENVX",
  "ARES",
  null,
  null,
  "GDX",
  null,
  "NLY",
  null,
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  null,
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  "MU",
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  null,
  null,
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  "FNDA",
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  "ZS",
  null,
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  "ADBE",
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  null,
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  null,
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  null,
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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% identified

494 identified349 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

843 positions • $2,883,530.913K total value

843 positions

Manager:

SEC FilingSEC DataHachi Filing

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233051820

Shares:56.7K

Value:$2.0M

921946885

Shares:31.2K

Value:$2.0M

46137V241

Shares:29.8K

Value:$2.0M

PFIZER INC

PFE|717081103

Shares:77.6K

Value:$2.0M

46428Q109

Shares:63.0K

Value:$2.0M

COMCAST CORP

CMCSA|20030N101

Shares:51.9K

Value:$1.9M

464288638

Shares:36.0K

Value:$1.9M

46434G103

IEMG|46434G103

Shares:34.9K

Value:$1.9M

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:3.4K

Value:$1.9M

CONOCOPHILLIPS

COP|20825C104

Shares:17.7K

Value:$1.9M

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:30.5K

Value:$1.9M

74348A467

Shares:18.1K

Value:$1.8M

NOVARTIS AG

NVS|66987V109

Shares:16.5K

Value:$1.8M

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:10.0K

Value:$1.8M

02072L565

Shares:16.1K

Value:$1.8M

67092P508

Shares:52.2K

Value:$1.8M

81369Y704

Shares:13.6K

Value:$1.8M

M&T BANK CORP

MTB|55261F104

Shares:9.9K

Value:$1.8M

97717W315

Shares:42.1K

Value:$1.8M

53700T827

Shares:69.9K

Value:$1.8M

Instrument	Shares		Other Manager	Value
(cusip233051820)✕	56.7K	QoQ -22.38% (-16.3K) YoY -74.14% (-162.6K)	All Managers (Combined)	$2.0M	QoQ -19.10% (-$473.9K) YoY -72.12% (-$5.2M)
(cusip921946885)✕	31.2K	QoQ NEW(+31.2K) YoY -27.25% (-11.7K)	All Managers (Combined)	$2.0M	QoQ NEW(+$2.0M) YoY -26.85% (-$735.2K)
(cusip46137V241)✕	29.8K	QoQ +1.05% (+312) YoY +2.58% (+751)	All Managers (Combined)	$2.0M	QoQ +0.01% (+$328) YoY +12.63% (+$221.8K)
Pfizer Inc(PFEcusip717081103)	77.6K	QoQ -9.59% (-8.2K) YoY -34.59% (-41.1K)	All Managers (Combined)	$2.0M	QoQ -13.65% (-$310.9K) YoY -40.27% (-$1.3M)
(cusip46428Q109)✕	63.0K	QoQ +0.92% (+576) YoY -58.95% (-90.5K)	All Managers (Combined)	$2.0M	QoQ +18.78% (+$308.8K) YoY -44.08% (-$1.5M)
Comcast Corp(CMCSAcusip20030N101)	51.9K	QoQ +74.28% (+22.1K) YoY -41.47% (-36.8K)	All Managers (Combined)	$1.9M	QoQ +71.36% (+$798.0K) YoY -50.18% (-$1.9M)
(cusip464288638)✕	36.0K	QoQ +3.38% (+1.2K) YoY +64.94% (+14.2K)	All Managers (Combined)	$1.9M	QoQ +5.40% (+$97.1K) YoY +67.88% (+$765.2K)
(IEMGcusip46434G103)	34.9K	QoQ -2.39% (-855) YoY -75.84% (-109.6K)	All Managers (Combined)	$1.9M	QoQ +0.88% (-$16.4K) YoY -74.73% (-$5.6M)
Goldman Sachs Group Inc(GScusip38141G104)	3.4K	QoQ +73.72% (+1.5K) YoY +17.53% (+510)	All Managers (Combined)	$1.9M	QoQ +65.76% (+$741.0K) YoY +53.70% (+$652.7K)
Conocophillips(COPcusip20825C104)	17.7K	QoQ -0.52% (-94) YoY -20.04% (-4.4K)	All Managers (Combined)	$1.9M	QoQ +5.34% (-$94.3K) YoY -34.03% (-$959.8K)
Bristol Myers Squibb Co(BMYcusip110122108)	30.5K	QoQ +60.02% (+11.4K) YoY -11.16% (-3.8K)	All Managers (Combined)	$1.9M	QoQ +72.55% (+$781.9K) YoY -0.09% (-$1.7K)
(cusip74348A467)✕	18.1K	QoQ +0.32% (+58) YoY -0.08% (-16)	All Managers (Combined)	$1.8M	QoQ +2.97% (+$53.3K) YoY +0.67% (-$12.3K)
Novartis Ag(NVScusip66987V109)	16.5K	QoQ -0.12% (-20) YoY +14.55% (+2.1K)	All Managers (Combined)	$1.8M	QoQ +14.41% (-$232.0K) YoY +32.02% (+$446.6K)
Capital One Financial Corp(COFcusip14040H105)	10.0K	QoQ +0.02% (+3) YoY -15.99% (-1.9K)	All Managers (Combined)	$1.8M	QoQ +0.58% (+$10.4K) YoY +1.16% (-$20.7K)
(cusip02072L565)✕	16.1K	QoQ +7.78% (+1.2K) YoY NEW(+16.1K)	All Managers (Combined)	$1.8M	QoQ +8.96% (+$147.2K) YoY NEW(+$1.8M)
(cusip67092P508)✕	52.2K	QoQ -37.64% (-31.5K) YoY -47.54% (-47.3K)	All Managers (Combined)	$1.8M	QoQ -38.72% (-$1.1M) YoY -47.52% (-$1.6M)
(cusip81369Y704)✕	13.6K	QoQ NEW(+13.6K) YoY +15.32% (+1.8K)	All Managers (Combined)	$1.8M	QoQ NEW(+$1.8M) YoY +20.00% (+$297.5K)
M&T Bank Corp(MTBcusip55261F104)	9.9K	QoQ +0.23% (-23) YoY +15.95% (+1.4K)	All Managers (Combined)	$1.8M	QoQ -4.70% (-$87.6K) YoY +42.50% (+$529.4K)
(cusip97717W315)✕	42.1K	QoQ NEW(+42.1K) YoY -41.69% (-30.1K)	All Managers (Combined)	$1.8M	QoQ NEW(+$1.8M) YoY -41.36% (-$1.2M)
(cusip53700T827)✕	69.9K	QoQ -5.56% (-4.1K) YoY +19.52% (+11.4K)	All Managers (Combined)	$1.8M	QoQ -8.81% (-$170.7K) YoY +5.27% (+$88.5K)