Dynamic Advisor Solutions LLC

Filing Details

13F-HR • 2025-03-31
SEC
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

843 positions
Manager:
SEC
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Page 2 of 43
92206C409
92206C409
Shares:
312546
Value:
$24.7B
808524508
808524508
Shares:
923532
Value:
$24.2B
47804J206
47804J206
Shares:
414074(+11.2%)
Value:
$23.7B(+6.7%)
COSTCO WHOLESALE CORP /NEW
COST|22160K105
Shares:
24221(-1.5%)
Value:
$22.9B(+1.6%)
33740F888
33740F888
Shares:
922024(+1.3%)
Value:
$22.8B(+1.7%)
Tesla, Inc.
TSLA|88160R101
Shares:
87447
Value:
$22.7B
808524607
SCHA|808524607
Shares:
943056
Value:
$22.1B
BERKSHIRE HATHAWAY INC
BRK-B|084670702
Shares:
40000(-0.1%)
Value:
$21.3B(+17.3%)
Alphabet Inc.
GOOGL|02079K305
Shares:
135712(-1.1%)
Value:
$21.0B(-19.2%)
Meta Platforms, Inc.
META|30303M102
Shares:
36325(+9.7%)
Value:
$20.9B(+7.9%)
JPMORGAN CHASE & CO
JPM|46625H100
Shares:
82762(-3.9%)
Value:
$20.3B(-1.6%)
922908744
VTV|922908744
Shares:
117125
Value:
$20.2B
464287457
464287457
Shares:
242533(+121.1%)
Value:
$20.1B(+123.1%)
92189F643
92189F643
Shares:
224137
Value:
$19.7B
25434V203
25434V203
Shares:
624942(+1.6%)
Value:
$19.5B(+8.6%)
CHEVRON CORP
CVX|166764100
Shares:
116099(+2.0%)
Value:
$19.4B(+17.9%)
47103U886
47103U886
Shares:
386376(+1.4%)
Value:
$19.0B(+1.9%)
464287507
IJH|464287507
Shares:
308833(+4.5%)
Value:
$18.0B(-2.1%)
Broadcom Inc.
AVGO|11135F101
Shares:
106005(-2.3%)
Value:
$17.7B(-29.5%)
HOME DEPOT, INC.
HD|437076102
Shares:
42763(+4.8%)
Value:
$15.7B(-1.2%)