Dynamic Advisor Solutions LLC

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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922908751

VB|922908751

39892

Value:

$8.8B

AMGEN INC

AMGN|031162100

27928(+6.0%)

Value:

$8.7B(+26.8%)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

34206(-8.0%)

Value:

$8.5B(+4.1%)

72201R833

84333(+7.2%)

Value:

$8.5B(+7.4%)

SOUTHERN CO

SO|842587107

90063

Value:

$8.3B

PEPSICO INC

PEP|713448108

55157(+16.4%)

Value:

$8.3B(+14.8%)

JOHNSON & JOHNSON

JNJ|478160104

48689(+4.8%)

Value:

$8.1B(+20.1%)

NETFLIX INC

NFLX|64110L106

8593(+13.6%)

Value:

$8.0B(+18.9%)

464288646

152126(+1.4%)

Value:

$8.0B(+2.7%)

46137V597

209521(+9.9%)

Value:

$7.9B(+0.0%)

CATERPILLAR INC

CAT|149123101

23875(+1.5%)

Value:

$7.9B(-7.7%)

921946406

VYM|921946406

60276

Value:

$7.8B

UNION PACIFIC CORP

UNP|907818108

32356

Value:

$7.6B

46137V357

RSP|46137V357

43405(-16.6%)

Value:

$7.5B(-17.6%)

92206C870

VCIT|92206C870

91741

Value:

$7.5B

EMERSON ELECTRIC CO

EMR|291011104

68250(+3.3%)

Value:

$7.5B(-8.6%)

808524862

301980

Value:

$7.4B

CISCO SYSTEMS, INC.

CSCO|17275R102

117889(-1.4%)

Value:

$7.3B(+2.8%)

25434V765

269958(+1.9%)

Value:

$7.3B(+8.8%)

97717W505

145105

Value:

$7.2B

Instrument	Shares		Other Manager	Value
(VBcusip922908751)	39.9K	QoQ NEW(+39.9K) YoY -26.25% (-14.2K)	All Managers (Combined)	$8.8M	QoQ NEW(+$8.8M) YoY -28.46% (-$3.5M)
Amgen Inc(AMGNcusip031162100)	27.9K	QoQ +6.04% (+1.6K) YoY +23.72% (+5.4K)	All Managers (Combined)	$8.7M	QoQ +26.75% (+$1.8M) YoY +35.56% (+$2.3M)
International Business Machines Corp(IBMcusip459200101)	34.2K	QoQ -7.96% (-3.0K) YoY +95.84% (+16.7K)	All Managers (Combined)	$8.5M	QoQ +4.10% (-$335.7K) YoY +155.02% (+$5.2M)
(cusip72201R833)✕	84.3K	QoQ +7.15% (+5.6K) YoY -20.53% (-21.8K)	All Managers (Combined)	$8.5M	QoQ +7.44% (+$588.3K) YoY -20.47% (-$2.2M)
Southern Co(SOcusip842587107)	90.1K	QoQ NEW(+90.1K) YoY +10.12% (+8.3K)	All Managers (Combined)	$8.3M	QoQ NEW(+$8.3M) YoY +41.14% (+$2.4M)
Pepsico Inc(PEPcusip713448108)	55.2K	QoQ +16.43% (+7.8K) YoY +10.95% (-5.4K)	All Managers (Combined)	$8.3M	QoQ +14.81% (+$1.1M) YoY -4.93% (-$429.8K)
Johnson & Johnson(JNJcusip478160104)	48.7K	QoQ +4.75% (+2.2K) YoY -9.25% (-5.0K)	All Managers (Combined)	$8.1M	QoQ +20.12% (+$1.4M) YoY -4.86% (-$413.3K)
Netflix Inc(NFLXcusip64110L106)	8.6K	QoQ +13.61% (+1.0K) YoY -17.69% (-1.8K)	All Managers (Combined)	$8.0M	QoQ +18.87% (+$1.3M) YoY +26.37% (-$1.7M)
(cusip464288646)✕	152.1K	QoQ +1.36% (+2.0K) YoY +4.40% (+6.4K)	All Managers (Combined)	$8.0M	QoQ +2.67% (+$207.8K) YoY +6.62% (+$494.7K)
(cusip46137V597)✕	209.5K	QoQ +9.90% (+18.9K) YoY -16.59% (-41.7K)	All Managers (Combined)	$7.9M	QoQ 0.00% (+$106) YoY -19.60% (-$1.9M)
Caterpillar Inc(CATcusip149123101)	23.9K	QoQ +1.49% (-352) YoY +0.45% (-108)	All Managers (Combined)	$7.9M	QoQ -7.72% (-$659.0K) YoY -9.58% (-$835.0K)
(VYMcusip921946406)	60.3K	QoQ NEW(+60.3K) YoY +16.20% (+8.4K)	All Managers (Combined)	$7.8M	QoQ NEW(+$7.8M) YoY +23.86% (+$1.5M)
Union Pacific Corp(UNPcusip907818108)	32.4K	QoQ NEW(+32.4K) YoY +1.13% (-362)	All Managers (Combined)	$7.6M	QoQ NEW(+$7.6M) YoY -2.85% (-$224.5K)
(RSPcusip46137V357)	43.4K	QoQ -16.65% (-8.7K) YoY -22.30% (-12.5K)	All Managers (Combined)	$7.5M	QoQ -17.60% (-$1.6M) YoY -20.53% (-$1.9M)
(VCITcusip92206C870)	91.7K	QoQ NEW(+91.7K) YoY +11.79% (+9.7K)	All Managers (Combined)	$7.5M	QoQ NEW(+$7.5M) YoY +13.52% (+$893.7K)
Emerson Electric Co(EMRcusip291011104)	68.3K	QoQ +3.29% (-2.2K) YoY +12.54% (+7.6K)	All Managers (Combined)	$7.5M	QoQ -8.61% (-$705.5K) YoY +8.78% (+$604.6K)
(cusip808524862)✕	302.0K	QoQ NEW(+302.0K) YoY +94.25% (-146.5K)	All Managers (Combined)	$7.4M	QoQ NEW(+$7.4M) YoY -1.92% (-$144.4K)
Cisco Systems, Inc.(CSCOcusip17275R102)	117.9K	QoQ -1.37% (-1.6K) YoY -52.47% (-130.2K)	All Managers (Combined)	$7.3M	QoQ +2.81% (-$198.9K) YoY -41.23% (-$5.1M)
(cusip25434V765)✕	270.0K	QoQ +1.92% (+5.1K) YoY +52.52% (+93.0K)	All Managers (Combined)	$7.3M	QoQ +8.82% (+$589.9K) YoY +52.52% (+$2.5M)
(cusip97717W505)✕	145.1K	QoQ NEW(+145.1K) YoY +27.18% (+31.0K)	All Managers (Combined)	$7.2M	QoQ NEW(+$7.2M) YoY +29.14% (+$1.6M)