Dynamic Advisor Solutions LLC Portfolio Holdings
Dynamic Advisor Solutions LLC
- $2.92 Billion
- Q1 2024
Dynamic Advisor Solutions LLC has filed its 13F form on April 12, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.92 Billion distributed in 937 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $81M, Invesco Qqq Trust, Series 1 with a value of $74.6M, Microsoft Corp with a value of $66.8M, Ishares Core S&P 500 ETF with a value of $54.9M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $44.1M.
Examining the 13F form we can see an increase of $211M in the current position value, from $2.71B to 2.92B.
Below you can find more details about Dynamic Advisor Solutions LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.92 Billion
ETFs: $1.81 Billion
Technology: $330 Million
Financial Services: $142 Million
Healthcare: $130 Million
Consumer Cyclical: $108 Million
Industrials: $106 Million
Consumer Defensive: $81.4 Million
Communication Services: $76.2 Million
Other: $128 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 937
- Current Value $2.92 Billion
- Prior Value $2.71 Billion
- Filing
- Period Q1 2024
- Filing Date April 12, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 75 stocks
- Additional Purchases 508 stocks
- Sold out of 0 stocks
- Reduced holdings in 314 stocks