Dynamic Advisor Solutions LLC Portfolio Holdings
Dynamic Advisor Solutions LLC
- $3.12 Billion
- Q2 2024
Dynamic Advisor Solutions LLC has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3.12 Billion distributed in 945 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $102M, Invesco Qqq Trust, Series 1 with a value of $83.1M, Microsoft Corp with a value of $72.1M, Ishares Core S&P 500 ETF with a value of $66.3M, and Dimensional ETF Tr Core Fxd In with a value of $51.9M.
Examining the 13F form we can see an increase of $197M in the current position value, from $2.92B to 3.12B.
Below you can find more details about Dynamic Advisor Solutions LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.12 Billion
ETFs: $1.96 Billion
Technology: $370 Million
Financial Services: $137 Million
Healthcare: $132 Million
Consumer Cyclical: $104 Million
Industrials: $99 Million
Consumer Defensive: $83.2 Million
Communication Services: $82.9 Million
Other: $128 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 945
- Current Value $3.12 Billion
- Prior Value $2.92 Billion
- Filing
- Period Q2 2024
- Filing Date July 15, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 72 stocks
- Additional Purchases 433 stocks
- Sold out of 0 stocks
- Reduced holdings in 409 stocks