Dynamic Advisor Solutions LLC Portfolio Holdings
Dynamic Advisor Solutions LLC
- $2.31 Billion
- Q4 2024
Dynamic Advisor Solutions LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.31 Billion distributed in 652 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $113M, Invesco Qqq Trust, Series 1 with a value of $79.7M, Microsoft Corp with a value of $64.1M, Dimensional ETF Tr Core Fxd In with a value of $59.8M, and Nvidia Corp with a value of $49.3M.
Examining the 13F form we can see an decrease of $966M in the current position value, from $3.28B to 2.31B.
Below you can find more details about Dynamic Advisor Solutions LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.31 Billion
ETFs: $1.36 Billion
Technology: $334 Million
Financial Services: $120 Million
Industrials: $82.3 Million
Consumer Cyclical: $82.2 Million
Healthcare: $79.9 Million
Communication Services: $78.9 Million
Consumer Defensive: $59.9 Million
Other: $95.4 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 652
- Current Value $2.31 Billion
- Prior Value $3.28 Billion
- Filing
- Period Q4 2024
- Filing Date January 21, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 35 stocks
- Additional Purchases 249 stocks
- Sold out of 0 stocks
- Reduced holdings in 343 stocks