Dynamic Advisor Solutions LLC Portfolio Holdings
Dynamic Advisor Solutions LLC
- $3.28 Billion
- Q3 2024
Dynamic Advisor Solutions LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.28 Billion distributed in 925 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $114M, Invesco Qqq Trust, Series 1 with a value of $81.9M, Ishares Core S&P 500 ETF with a value of $73.1M, Microsoft Corp with a value of $68.9M, and Dimensional ETF Tr Core Fxd In with a value of $60.4M.
Examining the 13F form we can see an increase of $157M in the current position value, from $3.12B to 3.28B.
Below you can find more details about Dynamic Advisor Solutions LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.28 Billion
ETFs: $2.05 Billion
Technology: $381 Million
Financial Services: $148 Million
Healthcare: $135 Million
Consumer Cyclical: $115 Million
Industrials: $109 Million
Consumer Defensive: $88.9 Million
Communication Services: $85.8 Million
Other: $140 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 925
- Current Value $3.28 Billion
- Prior Value $3.12 Billion
- Filing
- Period Q3 2024
- Filing Date October 07, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 75 stocks
- Additional Purchases 377 stocks
- Sold out of 0 stocks
- Reduced holdings in 449 stocks