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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$119B
$28.7 Million 0.91% of portfolio
104,003
Q2 2025 Reduced 1.89%
$91.2B
$13.5 Million 0.43% of portfolio
39,231
Q2 2025 Reduced 0.36%
$83.1B
$9.18 Million 0.29% of portfolio
68,829
Q2 2025 Added 0.85%
$103B
$8.49 Million 0.27% of portfolio
92,413
Q2 2025 Added 2.61%
$32.3B
$7.75 Million 0.25% of portfolio
44,743
Q2 2025 Added 0.87%
$192B
$7.56 Million 0.24% of portfolio
57,261
Q2 2025 Added 3.81%
$137B
$7.13 Million 0.23% of portfolio
31,000
Q2 2025 Reduced 4.19%
$50.6B
$6.77 Million 0.22% of portfolio
33,076
Q2 2025 Added 4.64%
$157B
$6.67 Million 0.21% of portfolio
17,243
Q2 2025 Added 2.27%
$183B
$6.57 Million 0.21% of portfolio
12,456
Q2 2025 Added 6.25%
$49.5B
$6.14 Million 0.2% of portfolio
35,238
Q2 2025 Reduced 1.75%
$90.8B
$6.36 Million 0.2% of portfolio
12,718
Q2 2025 Added 5.61%
$161B
$6.42 Million 0.2% of portfolio
22,995
Q2 2025 Reduced 17.66%
$57B
$5.96 Million 0.19% of portfolio
10,508
Q2 2025 Added 1.61%
$141B
$6.09 Million 0.19% of portfolio
54,886
Q2 2025 Reduced 0.77%
$169B
$5.91 Million 0.19% of portfolio
10,884
Q2 2025 Added 2.79%
$153B
$5.77 Million 0.18% of portfolio
11,355
Q2 2025 Added 0.13%
$149B
$5.48 Million 0.17% of portfolio
23,523
Q2 2025 Reduced 9.09%
$112B
$5.16 Million 0.16% of portfolio
11,136
Q2 2025 Added 0.24%
$179B
$5.06 Million 0.16% of portfolio
117,036
Q2 2025 Reduced 3.19%
$61.6B
$4.56 Million 0.15% of portfolio
5,511
Q2 2025 Added 76.75%
$50.2B
$4.87 Million 0.15% of portfolio
33,498
Q2 2025 Added 0.37%
$97.8B
$4.27 Million 0.14% of portfolio
19,330
Q2 2025 Added 28.62%
$87.5B
$4.46 Million 0.14% of portfolio
203,856
Q2 2025 Added 0.74%
$198B
$4.42 Million 0.14% of portfolio
152,898
Q2 2025 Reduced 9.02%
$69B
$4.39 Million 0.14% of portfolio
36,685
Q2 2025 Added 0.21%
$94.3B
$4.31 Million 0.14% of portfolio
18,849
Q2 2025 Reduced 1.75%
$112B
$4.19 Million 0.13% of portfolio
71,458
Q2 2025 Added 0.73%
$44B
$4.18 Million 0.13% of portfolio
49,637
Q2 2025 Added 3.07%
$95.5B
$3.74 Million 0.12% of portfolio
31,683
Q2 2025 Added 23.82%
$152B
$3.92 Million 0.12% of portfolio
64,131
Q2 2025 Added 1.62%
$53.8B
$3.65 Million 0.12% of portfolio
28,306
Q2 2025 Added 4.54%
$177B
$3.35 Million 0.11% of portfolio
17,225
Q2 2025 Reduced 52.41%
$19.1B
$3.45 Million 0.11% of portfolio
61,582
Q2 2025 New
$16.8B
$3.28 Million 0.1% of portfolio
9,402
Q2 2025 Reduced 13.59%
$142B
$3.24 Million 0.1% of portfolio
9,075
Q2 2025 Reduced 1.73%
$66.3B
$3.12 Million 0.1% of portfolio
8,034
Q2 2025 Added 11.32%
$16.1B
$3.15 Million 0.1% of portfolio
56,263
Q2 2025 Added 1.83%
$120B
$2.82 Million 0.09% of portfolio
58,352
Q2 2025 Added 4.5%
$67.8B
$2.84 Million 0.09% of portfolio
91,654
Q2 2025 Reduced 7.5%
$49.5B
$2.8 Million 0.09% of portfolio
9,535
Q2 2025 Added 4.07%
$125B
$2.98 Million 0.09% of portfolio
3,322
Q2 2025 Added 7.4%
$40.3B
$2.56 Million 0.08% of portfolio
8,163
Q2 2025 Added 2.2%
$156B
$2.43 Million 0.08% of portfolio
8,136
Q2 2025 Reduced 62.75%
$140B
$2.52 Million 0.08% of portfolio
36,287
Q2 2025 Added 8.61%
$94.9B
$2.42 Million 0.08% of portfolio
4,742
Q2 2025 Reduced 0.57%
$144B
$2.63 Million 0.08% of portfolio
6,653
Q2 2025 Added 4.15%
$54.7B
$2.63 Million 0.08% of portfolio
144,850
Q2 2025 Added 14.29%
$83.3B
$2.54 Million 0.08% of portfolio
36,795
Q2 2025 Reduced 0.59%

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
Track This Portfolio

Track Dynamic Advisor Solutions LLC Portfolio

Follow Dynamic Advisor Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email