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 3 of 43
35473P629
35473P629
Shares:
654808(+3.5%)
Value:
$15.6B(+3.4%)
25434V724
25434V724
Shares:
374168(+1.0%)
Value:
$15.4B(+1.7%)
46434G889
46434G889
Shares:
325829(+13.8%)
Value:
$15.2B(+17.7%)
25434V500
25434V500
Shares:
253867(+1.4%)
Value:
$15.2B(-6.8%)
921943858
VEA|921943858
Shares:
293412
Value:
$14.9B
SPDR S&P 500 ETF TRUST
SPY|78462F103
Shares:
26429(-69.5%)
Value:
$14.8B(+10398.5%)
25434V302
25434V302
Shares:
555516(+1.9%)
Value:
$14.4B(+3.9%)
46434V621
DGRO|46434V621
Shares:
227840(-2.1%)
Value:
$14.1B(-1.4%)
46641Q886
46641Q886
Shares:
139692(+32.6%)
Value:
$14.0B(+30.2%)
464287655
IWM|464287655
Shares:
69372(+7.7%)
Value:
$13.8B(-2.8%)
46138J619
46138J619
Shares:
258493(+6.9%)
Value:
$13.8B(+5.0%)
SHERWIN WILLIAMS CO
SHW|824348106
Shares:
39373
Value:
$13.7B
46641Q332
46641Q332
Shares:
239621(+39.6%)
Value:
$13.7B(+38.7%)
922908363
VOO|922908363
Shares:
26403
Value:
$13.6B
922042858
VWO|922042858
Shares:
299579
Value:
$13.6B
464287804
IJR|464287804
Shares:
118687(-3.9%)
Value:
$12.4B(-12.8%)
78464A474
78464A474
Shares:
404867(+8.5%)
Value:
$12.2B(+9.3%)
Walmart Inc.
WMT|931142103
Shares:
137710
Value:
$12.1B
AbbVie Inc.
ABBV|00287Y109
Shares:
56866(-1.7%)
Value:
$11.9B(+15.9%)
VISA INC.
V|92826C839
Shares:
33719
Value:
$11.8B