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,
  "RJF",
  null,
  "SNOW",
  "MU",
  null,
  null,
  null,
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  "FNDA",
  "MPLX",
  "ACN",
  "ZS",
  null,
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  null,
  null,
  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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Bank of New York Mellon Corp

BK|064058100

Shares:21.0K

Value:$1.8M

33738D309

Shares:37.5K

Value:$1.7M

78464A755

Shares:30.5K

Value:$1.7M

Arista Networks, Inc.

ANET|040413205

Shares:22.0K

Value:$1.7M

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:3.2K

Value:$1.7M

14021L109

Shares:55.0K

Value:$1.7M

EVERSOURCE ENERGY

ES|30040W108

Shares:27.1K

Value:$1.7M

Booking Holdings Inc.

BKNG|09857L108

Shares:365

Value:$1.7M

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:4.8K

Value:$1.7M

78433H501

Shares:33.8K

Value:$1.7M

81369Y407

Shares:8.4K

Value:$1.7M

35473P546

Shares:67.7K

Value:$1.7M

78463X509

Shares:42.1K

Value:$1.7M

NOVO NORDISK A S

NVO|670100205

Shares:23.8K

Value:$1.7M

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:3.1K

Value:$1.6M

American Healthcare REIT, Inc.

AHR|398182303

Shares:54.0K

Value:$1.6M

921937819

BIV|921937819

Shares:21.4K

Value:$1.6M

KROGER CO

KR|501044101

Shares:24.1K

Value:$1.6M

46434G863

Shares:46.6K

Value:$1.6M

464288356

Shares:28.8K

Value:$1.6M

Instrument	Shares		Other Manager	Value
Bank Of New York Mellon Corp(BKcusip064058100)	21.0K	QoQ NEW(+21.0K) YoY NEW(+21.0K)	All Managers (Combined)	$1.8M	QoQ NEW(+$1.8M) YoY NEW(+$1.8M)
(cusip33738D309)✕	37.5K	QoQ +0.06% (-23) YoY +23.39% (+7.1K)	All Managers (Combined)	$1.7M	QoQ -1.21% (-$21.1K) YoY +21.90% (+$307.6K)
(cusip78464A755)✕	30.5K	QoQ +2.59% (+771) YoY +5.64% (-1.6K)	All Managers (Combined)	$1.7M	QoQ +1.22% (+$20.6K) YoY -1.87% (-$32.7K)
Arista Networks, Inc.(ANETcusip040413205)	22.0K	QoQ +22.04% (-4.0K) YoY NEW(+22.0K)	All Managers (Combined)	$1.7M	QoQ -14.44% (-$288.3K) YoY NEW(+$1.7M)
Spdr S&P Midcap 400 Etf Trust(MDYcusip78467Y107)	3.2K	QoQ NEW(+3.2K) YoY +56.65% (+1.2K)	All Managers (Combined)	$1.7M	QoQ NEW(+$1.7M) YoY +50.19% (+$568.9K)
(cusip14021L109)✕	55.0K	QoQ +8.84% (+4.5K) YoY NEW(+55.0K)	All Managers (Combined)	$1.7M	QoQ +13.47% (+$201.9K) YoY NEW(+$1.7M)
Eversource Energy(EScusip30040W108)	27.1K	QoQ +0.48% (+132) YoY +0.21% (+59)	All Managers (Combined)	$1.7M	QoQ +8.68% (+$134.3K) YoY +4.14% (+$66.9K)
Booking Holdings Inc.(BKNGcusip09857L108)	365	QoQ -0.27% (-1) YoY -24.11% (-116)	All Managers (Combined)	$1.7M	QoQ -7.52% (-$136.9K) YoY -3.63% (-$63.4K)
Crowdstrike Holdings, Inc.(CRWDcusip22788C105)	4.8K	QoQ +118.16% (+2.6K) YoY -76.24% (-15.3K)	All Managers (Combined)	$1.7M	QoQ +124.80% (+$933.5K) YoY -73.87% (-$4.8M)
(cusip78433H501)✕	33.8K	QoQ +3.19% (+1.0K) YoY +2.30% (+760)	All Managers (Combined)	$1.7M	QoQ +2.80% (+$45.7K) YoY +1.95% (+$32.1K)
(cusip81369Y407)✕	8.4K	QoQ NEW(+8.4K) YoY -19.66% (-2.1K)	All Managers (Combined)	$1.7M	QoQ NEW(+$1.7M) YoY -13.74% (-$265.6K)
(cusip35473P546)✕	67.7K	QoQ +160.64% (+41.8K) YoY NEW(+67.7K)	All Managers (Combined)	$1.7M	QoQ +167.62% (+$1.0M) YoY NEW(+$1.7M)
(cusip78463X509)✕	42.1K	QoQ -1.70% (-731) YoY -43.73% (-32.7K)	All Managers (Combined)	$1.7M	QoQ +0.85% (-$14.1K) YoY -38.79% (-$1.1M)
Novo Nordisk A S(NVOcusip670100205)	23.8K	QoQ -2.62% (-642) YoY +3.09% (-716)	All Managers (Combined)	$1.7M	QoQ -21.39% (-$450.5K) YoY -44.24% (-$1.3M)
Axon Enterprise, Inc.(AXONcusip05464C101)	3.1K	QoQ -3.94% (-128) YoY +29.16% (+704)	All Managers (Combined)	$1.6M	QoQ -14.99% (-$289.3K) YoY +117.12% (+$884.6K)
American Healthcare Reit, Inc.(AHRcusip398182303)	54.0K	QoQ -2.54% (-1.4K) YoY NEW(+54.0K)	All Managers (Combined)	$1.6M	QoQ +3.89% (-$61.4K) YoY NEW(+$1.6M)
(BIVcusip921937819)	21.4K	QoQ NEW(+21.4K) YoY -4.18% (-933)	All Managers (Combined)	$1.6M	QoQ NEW(+$1.6M) YoY -2.69% (-$45.4K)
Kroger Co(KRcusip501044101)	24.1K	QoQ -4.34% (-1.1K) YoY -8.41% (-2.2K)	All Managers (Combined)	$1.6M	QoQ +5.88% (-$90.6K) YoY +8.51% (-$128.0K)
(cusip46434G863)✕	46.6K	QoQ -34.19% (-24.2K) YoY -51.59% (-49.7K)	All Managers (Combined)	$1.6M	QoQ -31.11% (-$735.8K) YoY -47.51% (-$1.5M)
(cusip464288356)✕	28.8K	QoQ -2.62% (-778) YoY -66.03% (-56.0K)	All Managers (Combined)	$1.6M	QoQ -4.32% (-$73.4K) YoY -66.78% (-$3.3M)