Dynamic Advisor Solutions LLC
Investment Portfolio & 13F Holdings Analysis
About
Dynamic Advisor Solutions LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 843 holdings worth $2.9 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified494 identified349 unidentified
Holdings
843 positions
Manager:
Search and click to pin securities to the top
Page 1 of 43
25434V872
Shares:
1469863(+1.6%)
Value:
$61.8B(+3.6%)
316188309
Shares:
1022826(+3.2%)
Value:
$46.7B(+5.0%)
25434V401
Shares:
655212(+0.4%)
Value:
$39.6B(-4.8%)
46090A804
Shares:
581845(+3.6%)
Value:
$27.3B(+4.7%)
46641Q837
Shares:
536136(+87.4%)
Value:
$27.1B(+88.4%)
78464A375
Shares:
768542(-11.3%)
Value:
$25.5B(-10.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
147.3K | All Managers (Combined) | $69.1M | |||
(cusip25434V872)✕ | 1.5M | All Managers (Combined) | $61.8M | ||
Microsoft Corp(MSFTcusip594918104) | 151.7K | All Managers (Combined) | $56.9M | ||
742.4K | QoQ NEW(+742.4K) | All Managers (Combined) | $48.8M | QoQ NEW(+$48.8M) | |
(cusip316188309)✕ | 1.0M | All Managers (Combined) | $46.7M | ||
(cusip25434V401)✕ | 655.2K | All Managers (Combined) | $39.6M | ||
512.7K | QoQ NEW(+512.7K) | All Managers (Combined) | $37.7M | QoQ NEW(+$37.7M) | |
1.1M | All Managers (Combined) | $37.1M | |||
317.9K | All Managers (Combined) | $35.0M | |||
Amazon Com Inc(AMZNcusip023135106) | 176.6K | All Managers (Combined) | $33.6M | ||
120.2K | QoQ NEW(+120.2K) | All Managers (Combined) | $33.0M | QoQ NEW(+$33.0M) | |
51.4K | All Managers (Combined) | $28.9M | |||
1.2M | QoQ NEW(+1.2M) | All Managers (Combined) | $27.5M | QoQ NEW(+$27.5M) | |
(cusip46090A804)✕ | 581.8K | All Managers (Combined) | $27.3M | ||
(cusip46641Q837)✕ | 536.1K | All Managers (Combined) | $27.1M | ||
743.8K | QoQ NEW(+743.8K) | All Managers (Combined) | $26.9M | QoQ NEW(+$26.9M) | |
(cusip78464A375)✕ | 768.5K | All Managers (Combined) | $25.5M | ||
332.0K | All Managers (Combined) | $25.1M | |||
133.1K | All Managers (Combined) | $25.0M | |||
Spdr Gold Trust(GLDcusip78463V107) | 86.2K | All Managers (Combined) | $24.8M |