Skip to main content

Dynamic Advisor Solutions LLC

SEC CIK
0001599747
Latest filing
Jul 7, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Oct 7, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
925
−20 vs. Q2 2024
Portfolio value
$3.33B
+$156.3M (+4.9%) vs. Q2 2024
Filed
Oct 7, 2024
SEC
Holdings of Dynamic Advisor Solutions LLC in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock488,030$109.7M3.3%+3,621+0.7%AddedHistory
Invesco QQQ Trust Series I46090E103ETF167,838$81.9M2.5%−5,664−3.3%Reduced–
iShares Core S&P 500 ETF464287200ETF126,709$73.1M2.2%+5,506+4.5%Added–
MSFTMicrosoft CorpStock160,105$68.9M2.1%−1,316−0.8%ReducedHistory
Dimensional ETF Trust25434V872CORE FIXE IN ETF1,397,712$60.4M1.8%+147,714+11.8%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF759,370$51.3M1.5%+2,907+0.4%Added–
NVDANVIDIA CorpStock406,472$49.4M1.5%+8,362+2.1%AddedHistory
Fidelity Merrimack STR Tr316188309TOTAL BD ETF956,513$44.7M1.3%+31,357+3.4%Added–
Dimensional ETF Trust25434V401US EQUI MARK ETF650,121$40.4M1.2%−2,672−0.4%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF128,897$36.5M1.1%−1,079−0.8%Reduced–
Vanguard Total Bond Market ETF921937835ETF485,319$36.5M1.1%+39,517+8.9%Added–
Dimensional U.S. Core Equity 2 ETF25434V708ETF1,062,169$36.4M1.1%+37,911+3.7%Added–
AMZNAmazon Com IncStock182,562$34.0M1.0%+4,956+2.8%AddedHistory
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG299,138$33.8M1.0%+626+0.2%Added–
iShares Core S&P Mid-Cap ETF464287507ETF473,750$29.5M0.9%−1,882−0.4%Reduced–
iShares Tr464287622RUS 1000 ETF92,429$29.1M0.9%−2,159−2.3%Reduced–
iShares Core MSCI Eafe ETF46432F842ETF367,768$28.7M0.9%−23,486−6.0%Reduced–
Schwab U.S. Large-Cap ETF808524201ETF408,445$27.7M0.8%+1,713+0.4%Added–
Schwab U.S. Mid-Cap ETF808524508ETF328,140$27.3M0.8%+16,955+5.4%Added–
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF801,401$27.0M0.8%+71,206+9.8%Added–
Invesco Actively Managed Exc46090A804TOTAL RETURN541,055$26.1M0.8%+57,893+12.0%Added–
iShares Russell 1000 Value ETF464287598ETF133,674$25.4M0.8%−774−0.6%Reduced–
GOOGLAlphabet Inc.Stock143,529$23.8M0.7%+2,389+1.7%AddedHistory
GLDSPDR Gold TrustETF97,042$23.6M0.7%−1,537−1.6%ReducedHistory
TSLATesla, Inc.Stock88,241$23.1M0.7%+2,973+3.5%AddedHistory
Invesco Exch Traded FD Tr II46138E107EQUAL WEGT 0-30786,972$22.9M0.7%+244,179+45.0%Added–
John Hancock Exchange Traded47804J206MULTIFACTOR MI379,190$22.8M0.7%+640.0%Added–
COSTCostco Wholesale CorpStock25,546$22.6M0.7%+323+1.3%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF182,555$21.4M0.6%−1,278−0.7%Reduced–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF841,434$21.1M0.6%+35,327+4.4%Added–
AVGOBroadcom Inc.Stock121,774$21.0M0.6%−9,556−7.3%ReducedConverted for a 10-for-1 splitHistory
METAMeta Platforms, Inc.Stock36,544$20.9M0.6%+1,507+4.3%AddedHistory
BRK.BBerkshire Hathaway IncStock42,963$19.8M0.6%−4,469−9.4%ReducedHistory
JPMJPMorgan Chase & CoStock93,743$19.8M0.6%−2,021−2.1%ReducedHistory
Schwab U.S. Small-Cap ETF808524607ETF380,556$19.6M0.6%−24,637−6.1%Reduced–
Vanguard Morningstar Value ETF922908744ETF111,549$19.5M0.6%+1,251+1.1%Added–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD243,594$19.3M0.6%−4,144−1.7%Reduced–
VanEck Morningstar Wide Moat ETF92189F643ETF197,121$19.1M0.6%+2,275+1.2%Added–
Dimensional ETF Trust25434V203INTL CORE EQT MK587,366$18.7M0.6%+15,447+2.7%Added–
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF376,687$18.5M0.6%+30,207+8.7%Added–
Schwab Fundamental International Equity ETF808524755ETF481,039$18.0M0.5%+39,316+8.9%Added–
SPYSPDR S&P 500 ETF TrustETF61,474$17.8M0.5%+29,498+92.3%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF336,795$17.8M0.5%+8,891+2.7%Added–
HDHome Depot, Inc.Stock41,783$16.9M0.5%−491−1.2%ReducedHistory
CVXChevron CorpStock114,935$16.9M0.5%+603+0.5%AddedHistory
Vanguard S&P 500 ETF922908363ETF32,063$16.9M0.5%−551−1.7%Reduced–
iShares Russell 2000 ETF464287655ETF72,906$16.1M0.5%+7,104+10.8%Added–
Dimensional U.S. Small Cap ETF25434V500ETF247,678$16.1M0.5%+3,358+1.4%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF325,552$15.6M0.5%−2,301−0.7%Reduced–
SHWSherwin Williams CoCOM40,168$15.3M0.5%+88+0.2%AddedHistory
LLYEli Lilly & CoStock17,049$15.1M0.5%+799+4.9%AddedHistory
Dimensional ETF Trust25434V724US MKTWIDE VALUE362,173$15.1M0.5%+12,045+3.4%Added–
Franklin Templeton ETF Tr35473P629HIGH YIELD CORP616,902$15.1M0.5%+102,361+19.9%Added–
iShares Core Dividend Growth ETF46434V621ETF234,906$14.7M0.4%−38,407−14.1%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF61,256$14.5M0.4%−2,648−4.1%Reduced–
Dimensional Emerging Core Equity Market ETF25434V302ETF528,377$14.5M0.4%+17,251+3.4%Added–
JPMorgan Ultra-Short Income ETF46641Q837ETF274,947$14.0M0.4%+932+0.3%Added–
iShares Inc46434G889EMNG MKTS EQT274,110$13.6M0.4%+4,369+1.6%Added–
iShares Tr46428743220 YR TR BD ETF134,096$13.2M0.4%+17,226+14.7%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF49,619$13.1M0.4%−1,131−2.2%Reduced–
UNHUnitedHealth Group IncStock22,339$13.1M0.4%−3,231−12.6%ReducedHistory
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM241,118$12.8M0.4%+3,786+1.6%Added–
American Centy ETF Tr025072604AVANTIS EMGMKT194,423$12.6M0.4%+13,428+7.4%Added–
ABBVAbbVie Inc.Stock63,292$12.5M0.4%−1,357−2.1%ReducedHistory
XOMExxonMobil Holdings CorpCOM106,318$12.5M0.4%−1,040−1.0%ReducedHistory
WMTWalmart Inc.Stock154,101$12.4M0.4%−2,452−1.6%ReducedHistory
GOOGAlphabet Inc.Stock67,780$11.3M0.3%−5,654−7.7%ReducedHistory
Dimensional ETF Trust25434V864SHOR DUR FIX ETF230,923$11.0M0.3%+11,692+5.3%Added–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM184,957$11.0M0.3%−15,104−7.5%Reduced–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF360,881$10.9M0.3%+11,166+3.2%Added–
Dimensional ETF Trust25434V831US HIGH PROF ETF313,539$10.7M0.3%+26,865+9.4%Added–
Flexshares Tr33939L787GLB QLT R/E IDX171,355$10.7M0.3%+8,854+5.4%Added–
VVisa Inc.Stock38,610$10.6M0.3%+702+1.9%AddedHistory
J P Morgan Exchange Traded F46641Q886DIVERSFED RTRN96,541$10.1M0.3%+25,191+35.3%Added–
iShares Tr464288414NATIONAL MUN ETF92,756$10.1M0.3%−3,828−4.0%Reduced–
Vanguard Total International Bond ETF92203J407ETF200,212$10.1M0.3%−4,074−2.0%Reduced–
Fidelity Covington Trust316092782VLU FACTOR ETF163,423$9.90M0.3%+5,735+3.6%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF171,675$9.86M0.3%−11,110−6.1%Reduced–
iShares Tr46434V381FUTU EXPO TE ETF161,191$9.81M0.3%−5,144−3.1%Reduced–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF96,706$9.74M0.3%−6,276−6.1%Reduced–
iShares Core S&P US Value ETF464287663ETF99,110$9.46M0.3%+1,282+1.3%Added–
MAMastercard IncStock19,053$9.41M0.3%−34−0.2%ReducedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF115,876$9.36M0.3%+9,596+9.0%Added–
CATCaterpillar IncStock23,760$9.29M0.3%+61+0.3%AddedHistory
Dimensional ETF Trust25434V823US REAL ESTA ETF362,009$9.28M0.3%+10,344+2.9%Added–
PIMCO ETF Tr72201R718ENHNCD LW DUR AC95,454$9.16M0.3%−4,601−4.6%Reduced–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT51,044$9.15M0.3%−4,915−8.8%Reduced–
MRKMerck & Co., Inc.Stock78,705$8.94M0.3%−1,961−2.4%ReducedHistory
Schwab International Equity ETF808524805ETF210,664$8.66M0.3%+845+0.4%Added–
WisdomTree Tr97717X594ITL HDG QTLY DIV188,934$8.63M0.3%+13,827+7.9%Added–
KEYSKeysight Technologies, Inc.Stock53,407$8.49M0.3%+86+0.2%AddedHistory
SPDR Index Shs FDS78463X434ST STR MSCI EAFE104,904$8.44M0.3%+4,181+4.2%Added–
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR148,763$8.42M0.3%+17,764+13.6%Added–
PEPPepsiCo IncStock48,779$8.29M0.2%+1,432+3.0%AddedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF79,605$8.29M0.2%−6,417−7.5%Reduced–
IBMInternational Business Machines CorpStock37,287$8.24M0.2%+152+0.4%AddedHistory
JNJJohnson & JohnsonStock50,622$8.20M0.2%−4,111−7.5%ReducedHistory
TXNTexas Instruments IncStock39,228$8.10M0.2%−223−0.6%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF79,405$8.04M0.2%+1,962+2.5%Added–
ACNAccenture plcStock22,672$8.01M0.2%−376−1.6%ReducedHistory

Sold out since Q2 2024 (94)

Positions held at the end of Q2 2024 that are gone from this filing.

Positions of Dynamic Advisor Solutions LLC sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
PIMCO Equity Ser72202L363RAFI DYN ML US137,361$6.51M0.2%–
iShares Tr46432F859CORE 1 5 YR USD54,248$2.57M0.1%–
iShares Inc46434G855MSCI GBL GOLD MN80,120$2.21M0.1%–
iShares Tr46434V266INTERNATIONAL SL68,517$2.21M0.1%–
PCQPIMCO California Municipal Income FundCOM214,755$2.02M0.1%History
PIMCO Equity Ser72202L371RAFI DYN MULTI63,116$1.91M0.1%–
EGEverest Group, Ltd.COM4,803$1.83M0.1%History
Invesco Exch Traded FD Tr II46138E206CALIF AMT MUN66,297$1.64M0.1%–
iShares Inc464286475EM MKT SM-CP ETF25,980$1.59M<0.1%–
iShares Tr46434V1000-5YR INVT GR CP28,643$1.41M<0.1%–
PCKPIMCO California Municipal Income Fund IICOM238,311$1.39M<0.1%History
VanEck ETF Trust92189H409HIGH YLD MUNIETF24,158$1.25M<0.1%–
Fidelity MSCI Information Technology Index ETF316092808ETF5,680$974.2K<0.1%–
FNGSBank of MontrealNT LKD 3819,150$940.8K<0.1%History
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF8,346$857.8K<0.1%–
ProShares Tr74348A210SHRT RUSSELL200038,824$807.9K<0.1%–
ITIIteris, Inc.COM184,464$798.7K<0.1%History
iShares Tr46435G326CORE MSCI INTL11,576$759.8K<0.1%–
iShares Tr46434V696CORE MSCI PAC12,265$750.9K<0.1%–
Two RDS Shared Tr90214Q766ANFIELD UNVL ETF76,700$698.4K<0.1%–
Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735ETF20,194$652.6K<0.1%–
Vanguard Financials ETF92204A405ETF6,528$652.0K<0.1%–
AAgilent Technologies, Inc.COM5,020$650.8K<0.1%History
MODModine Manufacturing CoCOM5,980$599.1K<0.1%History
iShares MSCI Acwi Ex U.S. ETF464288240ETF11,177$593.9K<0.1%–
ODFLOld Dominion Freight Line, Inc.COM3,263$576.3K<0.1%History
KOPKoppers Holdings Inc.COM15,340$567.4K<0.1%History
AMHAmerican Homes 4 RentCL A14,639$544.0K<0.1%History
STNGScorpio Tankers Inc.SHS6,679$542.9K<0.1%History
AMKRAmkor Technology, Inc.COM12,422$497.1K<0.1%History
SPDR Series Trust78464A284ST NUVE HIGH ETF18,050$459.2K<0.1%–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW4,745$445.1K<0.1%–
WisdomTree Tr97717W760INTL SMCAP DIV6,659$422.4K<0.1%–
ZMZoom Communications, Inc.Stock6,990$413.7K<0.1%History
PMXPIMCO Municipal Income Fund IIICOM52,155$411.0K<0.1%History
iShares Tr464288869MICRO-CAP ETF3,539$403.4K<0.1%–
IGRCbre Global Real Estate Income FundCOM75,452$380.3K<0.1%History
TXTTextron IncCOM4,235$363.6K<0.1%History
BHPBHP Group LtdADR6,280$358.5K<0.1%History
iShares Tr464287713US TELECOM ETF15,995$347.4K<0.1%–
Fidelity Covington Trust316092873MSCI COMMNTN SVC6,538$341.5K<0.1%–
PIMCO Equity Ser72202L389RAFI DYN EMERG15,894$325.2K<0.1%–
TBRGTruBridge, Inc.COM32,435$324.4K<0.1%History
BBYBest Buy Co IncStock3,847$324.3K<0.1%History
Invesco Exchange Traded FD T46137V480S&P SMCP VLU MNT6,182$323.8K<0.1%–
Fidelity Covington Trust316092386STOCK FOR INFL7,300$298.4K<0.1%–
PDXPIMCO Dynamic Income Strategy FundCOM SHS BEN INT13,153$293.0K<0.1%History
Direxion Shs ETF Tr25459W458DLY SCOND 3XBU5,195$287.6K<0.1%–
Goldman Sachs ETF Tr381430529ACCES TREASURY2,839$284.2K<0.1%–
Fidelity MSCI Health Care Index ETF316092600ETF3,938$270.1K<0.1%–
ANGOAngiodynamics IncCOM44,365$268.4K<0.1%History
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD18,883$265.3K<0.1%–
USOUnited States Oil Fund, LPUNITS3,319$264.2K<0.1%History
SNOWSnowflake Inc.Stock1,920$259.4K<0.1%History
KSSKOHLS CorpStock11,028$253.5K<0.1%History
iShares Tr464287325GLOB HLTHCRE ETF2,715$252.1K<0.1%–
HPQHP IncStock6,780$237.4K<0.1%History
Fidelity MSCI Financials Index ETF316092501ETF4,065$235.5K<0.1%–
Veren Inc92340V107COM NEW29,783$234.4K<0.1%–
KMIKinder Morgan, Inc.Stock11,373$226.0K<0.1%History
ELEstee Lauder Companies IncCL A2,098$223.2K<0.1%History
Innovator ETFs Trust45782C417US EQTY PWR BUF6,270$220.3K<0.1%–
BLDQXO Insulation, LLCStock548$211.1K<0.1%History
SPDR Series Trust78468R721STATE STREET SPD4,586$209.8K<0.1%–
COINCoinbase Global, Inc.COM CL A942$209.4K<0.1%History
J P Morgan Exchange Traded F46641Q308DIV RTN EM EQT3,858$208.6K<0.1%–
BIIBBiogen Inc.COM877$203.3K<0.1%History
SCCOSouthern Copper CorpStock1,859$200.3K<0.1%History
PLTKPlaytika Holding Corp.COM22,695$178.6K<0.1%History
FAMFirst Trust/Abrdn Global Opportunity Income FundCOM SHS28,154$178.5K<0.1%History
ARAYAccuray IncCOM96,900$176.4K<0.1%History
NATRNatures Sunshine Products IncCOM10,600$159.7K<0.1%History
HAHawaiian Holdings IncCOM12,603$156.7K<0.1%History
IIIInformation Services Group Inc.COM43,580$128.1K<0.1%History
VODVodafone Group Public Ltd CoADR13,118$116.4K<0.1%History
TSHATaysha Gene Therapies, Inc.COM SHS45,000$100.8K<0.1%History
MKTWMarketwise, Inc.COM CL A77,940$90.4K<0.1%History
ERICEricsson LM Telephone CoADR B SEK 1014,133$87.2K<0.1%History
HLNHaleon plcADR10,377$85.7K<0.1%History
YEXTYext, Inc.COM15,545$83.2K<0.1%History
PRTHPriority Technology Holdings, Inc.COM14,600$77.1K<0.1%History
EGHT8X8 IncCOM34,520$76.6K<0.1%History
VMEOVimeo, Inc.COMMON STOCK18,595$69.4K<0.1%History
CNDTCONDUENT IncCOM20,555$67.0K<0.1%History
JOBYJoby Aviation, Inc.COMMON STOCK13,132$67.0K<0.1%History
SVMSilvercorp Metals IncCOM18,100$60.8K<0.1%History
SIRISirius XM Holdings Inc.COM20,973$59.4K<0.1%History
MYPSPLAYSTUDIOS, Inc.CLASS A COM28,520$59.0K<0.1%History
LCIDLucid Group, Inc.COM21,137$55.2K<0.1%History
PFIEProfire Energy IncCOM32,400$46.0K<0.1%History
SBDSSolo Brands, Inc.COM CL A18,865$43.0K<0.1%History
LOOPLoop Industries, Inc.COM10,000$20.9K<0.1%History
ASRTAssertio Holdings, Inc.COM NEW12,500$15.5K<0.1%History
MTNBMatinas BioPharma Holdings, Inc.COM27,590$4.37K<0.1%History