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
$24.5B
$1.19 Million 0.04% of portfolio
10,388
Q2 2025 Added 3.91%
$74.4B
$1.13 Million 0.04% of portfolio
20,389
Q2 2025 Added 339.99%
$26.1B
$1.13 Million 0.04% of portfolio
6,934
Q2 2025 Reduced 4.88%
$0
$1.3 Million 0.04% of portfolio
18,576
Q2 2025 Added 106.58%
$24.3B
$1.39 Million 0.04% of portfolio
19,242
Q2 2025 Added 5.86%
$0
$1.11 Million 0.04% of portfolio
19,757
Q2 2025 Added 2.44%
$0
$1.11 Million 0.04% of portfolio
4,105
Q2 2025 Reduced 3.41%
$186B
$1.12 Million 0.04% of portfolio
12,009
Q2 2025 Reduced 7.2%
$0
$1.1 Million 0.04% of portfolio
22,800
Q2 2025 Reduced 19.01%
$63.6B
$1.41 Million 0.04% of portfolio
5,275
Q2 2025 Added 0.82%
$0
$1.31 Million 0.04% of portfolio
28,242
Q2 2025 Added 39.83%
$0
$1.35 Million 0.04% of portfolio
41,342
Q2 2025 Added 19.89%
$92.3B
$1.31 Million 0.04% of portfolio
2,547
Q2 2025 Added 9.22%
$60.1B
$1.32 Million 0.04% of portfolio
5,827
Q2 2025 Added 0.78%
$84.2B
$1.29 Million 0.04% of portfolio
19,122
Q2 2025 Reduced 1.96%
$50.3B
$1.23 Million 0.04% of portfolio
15,736
Q2 2025 Added 1.48%
$0
$1.14 Million 0.04% of portfolio
26,989
Q2 2025 Reduced 2.11%
$0
$1.33 Million 0.04% of portfolio
6,804
Q2 2025 Added 3.2%
$0
$1.25 Million 0.04% of portfolio
4,469
Q2 2025 Added 3.52%
$0
$1.41 Million 0.04% of portfolio
37,215
Q2 2025 Reduced 1.02%
$0
$1.11 Million 0.04% of portfolio
22,949
Q2 2025 Added 8.79%
$6.76B
$1.18 Million 0.04% of portfolio
9,774
Q2 2025 Added 1.61%
$68.3B
$1.3 Million 0.04% of portfolio
39,739
Q2 2025 Added 2.53%
$0
$1.13 Million 0.04% of portfolio
15,080
Q2 2025 Added 78.1%
$0
$1.13 Million 0.04% of portfolio
18,320
Q2 2025 Added 4.89%
$0
$1.38 Million 0.04% of portfolio
10,965
Q2 2025 Added 0.51%
$0
$1.17 Million 0.04% of portfolio
22,854
Q2 2025 Reduced 52.14%
$129B
$1.41 Million 0.04% of portfolio
5,906
Q2 2025 Reduced 2.73%
$56.7B
$1.16 Million 0.04% of portfolio
21,986
Q2 2025 Reduced 1.76%
$79B
$1.34 Million 0.04% of portfolio
4,989
Q2 2025 Reduced 3.85%
$70.5B
$1.17 Million 0.04% of portfolio
18,565
Q2 2025 Reduced 60.7%
$6.64B
$1.19 Million 0.04% of portfolio
32,138
Q2 2025 Added 8.27%
$0
$1.15 Million 0.04% of portfolio
77,521
Q2 2025 Added 2.65%
$0
$1.19 Million 0.04% of portfolio
24,318
Q2 2025 New
$0
$1.14 Million 0.04% of portfolio
11,909
Q2 2025 Reduced 1.22%
$100B
$1.14 Million 0.04% of portfolio
50,868
Q2 2025 Reduced 0.29%
$0
$1.14 Million 0.04% of portfolio
10,518
Q2 2025 Reduced 20.11%
$0
$1.33 Million 0.04% of portfolio
36,776
Q2 2025 Reduced 0.71%
$0
$1.18 Million 0.04% of portfolio
29,353
Q2 2025 Added 6.33%
$0
$1.16 Million 0.04% of portfolio
26,549
Q2 2025 Added 231.41%
$0
$1.4 Million 0.04% of portfolio
79,024
Q2 2025 Added 239.45%
$0
$1.17 Million 0.04% of portfolio
15,425
Q2 2025 Added 2.58%
$25.9B
$1.19 Million 0.04% of portfolio
15,752
Q2 2025 Added 2.27%
$100B
$1.31 Million 0.04% of portfolio
2,939
Q2 2025 Added 5.3%
$0
$1.25 Million 0.04% of portfolio
25,033
Q2 2025 Added 0.42%
$0
$1.33 Million 0.04% of portfolio
41,586
Q2 2025 Reduced 13.28%
$0
$1.23 Million 0.04% of portfolio
23,974
Q2 2025 Added 11.07%
$73.2B
$1.11 Million 0.04% of portfolio
7,117
Q2 2025 Reduced 6.52%
$26.4B
$1.3 Million 0.04% of portfolio
5,580
Q2 2025 Added 111.85%

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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