Dynamic Advisor Solutions LLC Portfolio Holdings
Dynamic Advisor Solutions LLC
- $3.14 Billion
- Q2 2025
Dynamic Advisor Solutions LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.14 Billion distributed in 900 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $90.9M, Microsoft Corp with a value of $74.9M, Dimensional ETF Tr Core Fxd In with a value of $63M, Spdr Portfolio S&P 500 ETF (Ma with a value of $55.7M, and Nvidia Corp with a value of $54.9M.
Examining the 13F form we can see an increase of $170M in the current position value, from $2.97B to 3.14B.
Below you can find more details about Dynamic Advisor Solutions LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.14 Billion
ETFs: $1.94 Billion
Technology: $368 Million
Financial Services: $170 Million
Consumer Cyclical: $117 Million
Industrials: $113 Million
Healthcare: $105 Million
Communication Services: $104 Million
Consumer Defensive: $75.9 Million
Other: $129 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 900
- Current Value $3.14 Billion
- Prior Value $2.97 Billion
- Filing
- Period Q2 2025
- Filing Date July 09, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 80 stocks
- Additional Purchases 450 stocks
- Sold out of 0 stocks
- Reduced holdings in 342 stocks