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
$3.53 Million 0.11% of portfolio
140,343
Q2 2025 Reduced 7.58%
$0
$3.58 Million 0.11% of portfolio
81,833
Q2 2025 Reduced 0.9%
$0
$3.53 Million 0.11% of portfolio
70,283
Q2 2025 Added 6.23%
$0
$3.55 Million 0.11% of portfolio
33,353
Q2 2025 Reduced 7.91%
$610B
$3.6 Million 0.11% of portfolio
16,473
Q2 2025 Added 2.12%
$0
$3.6 Million 0.11% of portfolio
88,673
Q2 2025 Reduced 4.1%
$0
$3.5 Million 0.11% of portfolio
35,320
Q2 2025 Added 2.15%
$20.6B
$3.45 Million 0.11% of portfolio
61,582
Q2 2025 New
$0
$3.49 Million 0.11% of portfolio
116,258
Q2 2025 Reduced 0.17%
$0
$3.6 Million 0.11% of portfolio
258,527
Q2 2025 Added 10.09%
$0
$3.45 Million 0.11% of portfolio
355,078
Q2 2025 Added 13.85%
$18.1B
$3.28 Million 0.1% of portfolio
9,402
Q2 2025 Reduced 13.59%
$0
$3.2 Million 0.1% of portfolio
67,404
Q2 2025 Added 885.87%
$139B
$3.24 Million 0.1% of portfolio
9,075
Q2 2025 Reduced 1.73%
$0
$3.2 Million 0.1% of portfolio
11,264
Q2 2025 Added 0.2%
$0
$3.14 Million 0.1% of portfolio
107,360
Q2 2025 Added 0.68%
$0
$3.16 Million 0.1% of portfolio
46,979
Q2 2025 Added 53.99%
$70.7B
$3.12 Million 0.1% of portfolio
8,034
Q2 2025 Added 11.32%
$0
$3.18 Million 0.1% of portfolio
62,541
Q2 2025 Added 0.49%
$213B
$3.23 Million 0.1% of portfolio
40,856
Q2 2025 Reduced 11.99%
$16.6B
$3.15 Million 0.1% of portfolio
56,263
Q2 2025 Added 1.83%
$3.68B
$2.76 Million 0.09% of portfolio
6,832
Q2 2025 Reduced 9.56%
$124B
$2.82 Million 0.09% of portfolio
58,352
Q2 2025 Added 4.5%
$0
$2.96 Million 0.09% of portfolio
43,248
Q2 2025 Reduced 11.2%
$0
$2.98 Million 0.09% of portfolio
107,764
Q2 2025 Reduced 33.16%
$69.9B
$2.84 Million 0.09% of portfolio
91,654
Q2 2025 Reduced 7.5%
$0
$2.92 Million 0.09% of portfolio
93,818
Q2 2025 Added 9.5%
$0
$2.75 Million 0.09% of portfolio
56,146
Q2 2025 Added 3.04%
$0
$2.7 Million 0.09% of portfolio
30,295
Q2 2025 Reduced 10.98%
$0
$2.73 Million 0.09% of portfolio
45,683
Q2 2025 Added 22.18%
$0
$2.69 Million 0.09% of portfolio
39,166
Q2 2025 Reduced 21.64%
$51.7B
$2.8 Million 0.09% of portfolio
9,535
Q2 2025 Added 4.07%
$124B
$2.98 Million 0.09% of portfolio
3,322
Q2 2025 Added 7.4%
$254B
$2.73 Million 0.09% of portfolio
3,855
Q2 2025 Added 12.75%
$39.6B
$2.56 Million 0.08% of portfolio
8,163
Q2 2025 Added 2.2%
$0
$2.49 Million 0.08% of portfolio
34,995
Q2 2025 Added 17.44%
$0
$2.5 Million 0.08% of portfolio
27,203
Q2 2025 Reduced 6.61%
$164B
$2.43 Million 0.08% of portfolio
8,136
Q2 2025 Reduced 62.75%
$263B
$2.66 Million 0.08% of portfolio
18,747
Q2 2025 Reduced 7.22%
$0
$2.59 Million 0.08% of portfolio
117,127
Q2 2025 Reduced 2.31%
$0
$2.57 Million 0.08% of portfolio
19,061
Q2 2025 Reduced 13.53%
$0
$2.63 Million 0.08% of portfolio
48,370
Q2 2025 Added 196.86%
$272B
$2.47 Million 0.08% of portfolio
20,377
Q2 2025 Added 23.38%
$142B
$2.52 Million 0.08% of portfolio
36,287
Q2 2025 Added 8.61%
$91B
$2.42 Million 0.08% of portfolio
4,742
Q2 2025 Reduced 0.57%
$0
$2.49 Million 0.08% of portfolio
27,848
Q2 2025 Added 3.86%
$148B
$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%
$0
$2.57 Million 0.08% of portfolio
76,637
Q2 2025 Reduced 0.01%

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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