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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.1 Million 0.48% of portfolio
69,779
Q2 2025 Added 0.59%
$0
$14.8 Million 0.47% of portfolio
231,335
Q2 2025 Added 1.53%
$0
$13.8 Million 0.44% of portfolio
243,531
Q2 2025 Added 1.63%
$0
$13.8 Million 0.44% of portfolio
278,264
Q2 2025 Reduced 7.11%
$263B
$13.5 Million 0.43% of portfolio
138,526
Q2 2025 Added 0.59%
$94.8B
$13.5 Million 0.43% of portfolio
39,231
Q2 2025 Reduced 0.36%
$0
$13.1 Million 0.42% of portfolio
367,059
Q2 2025 Added 3.06%
$0
$13.2 Million 0.42% of portfolio
437,579
Q2 2025 Added 8.08%
$0
$12.9 Million 0.41% of portfolio
118,315
Q2 2025 Reduced 0.31%
$1.3T
$12.6 Million 0.4% of portfolio
71,005
Q2 2025 Added 2.75%
$575B
$12.2 Million 0.39% of portfolio
34,456
Q2 2025 Added 2.19%
$0
$12.4 Million 0.39% of portfolio
21,854
Q2 2025 Reduced 17.23%
$0
$11.9 Million 0.38% of portfolio
248,180
Q2 2025 Added 3.76%
$0
$11.8 Million 0.37% of portfolio
197,665
Q2 2025 Added 0.25%
$0
$11.6 Million 0.37% of portfolio
235,286
Q2 2025 Added 2.38%
$0
$11.3 Million 0.36% of portfolio
173,122
Q2 2025 Added 0.56%
$696B
$11.2 Million 0.36% of portfolio
14,369
Q2 2025 Reduced 2.62%
$0
$11.4 Million 0.36% of portfolio
178,222
Q2 2025 Added 2.48%
$538B
$11 Million 0.35% of portfolio
8,181
Q2 2025 Reduced 4.79%
$372B
$10.9 Million 0.35% of portfolio
58,534
Q2 2025 Added 2.93%
$0
$10.7 Million 0.34% of portfolio
237,234
Q2 2025 Added 2.11%
$476B
$10.8 Million 0.34% of portfolio
100,602
Q2 2025 Added 2.41%
$568B
$9.99 Million 0.32% of portfolio
17,786
Q2 2025 Added 0.4%
$0
$10.2 Million 0.32% of portfolio
86,106
Q2 2025 Reduced 0.95%
$367B
$9.65 Million 0.31% of portfolio
70,790
Q2 2025 Added 4.74%
$0
$9.89 Million 0.31% of portfolio
104,510
Q2 2025 Added 3.24%
$0
$9.29 Million 0.3% of portfolio
395,881
Q2 2025 Added 2.14%
$0
$9.41 Million 0.3% of portfolio
98,192
Q2 2025 Added 1.02%
$0
$9.37 Million 0.3% of portfolio
54,103
Q2 2025 Added 183.66%
$0
$9.22 Million 0.29% of portfolio
123,288
Q2 2025 Added 0.57%
$78.1B
$9.18 Million 0.29% of portfolio
68,829
Q2 2025 Added 0.85%
$0
$9.21 Million 0.29% of portfolio
347,595
Q2 2025 Added 9.59%
$0
$9.26 Million 0.29% of portfolio
36,572
Q2 2025 Added 6.99%
$221B
$9.2 Million 0.29% of portfolio
23,692
Q2 2025 Reduced 0.77%
$218B
$8.95 Million 0.28% of portfolio
30,369
Q2 2025 Reduced 11.22%
$0
$8.86 Million 0.28% of portfolio
88,088
Q2 2025 Added 4.45%
$0
$8.86 Million 0.28% of portfolio
217,953
Q2 2025 Added 4.02%
$0
$8.49 Million 0.27% of portfolio
317,566
Q2 2025 Added 56.25%
$0
$8.49 Million 0.27% of portfolio
355,902
Q2 2025 Reduced 10.31%
$0
$8.48 Million 0.27% of portfolio
35,796
Q2 2025 Reduced 10.27%
$100B
$8.49 Million 0.27% of portfolio
92,413
Q2 2025 Added 2.61%
$0
$8.06 Million 0.26% of portfolio
364,882
Q2 2025 Added 1.86%
$0
$7.73 Million 0.25% of portfolio
93,210
Q2 2025 Added 1.6%
$0
$7.85 Million 0.25% of portfolio
268,831
Q2 2025 Reduced 25.37%
$284B
$7.73 Million 0.25% of portfolio
111,429
Q2 2025 Reduced 5.48%
$0
$8 Million 0.25% of portfolio
271,247
Q2 2025 Added 0.48%
$0
$7.98 Million 0.25% of portfolio
151,322
Q2 2025 Reduced 0.53%
$463B
$7.82 Million 0.25% of portfolio
51,196
Q2 2025 Added 5.15%
$30.8B
$7.75 Million 0.25% of portfolio
44,743
Q2 2025 Added 0.87%

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
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