Dynamic Advisor Solutions LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Phoenix, AZ
CIK
0001599747
Alternate names
Dynamic Advisors Solutions LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 925 3,332,223 AAPL, QQQ, IVV, MSFT 13F-HR 10/7/2024 000108514624004675
Q2 2024 945 3,175,937 AAPL, QQQ, MSFT, IVV 13F-HR 7/15/2024 000108514624002963
Q1 2024 937 2,962,139 AAPL, QQQ, MSFT, IVV 13F-HR 4/12/2024 000108514624001766
Q4 2023 903 2,683,338 AAPL, QQQ, MSFT, IVV 13F-HR 1/10/2024 000108514624000170
Q3 2023 847 2,116,585 AAPL, QQQ, MSFT, SPLG 13F-HR 10/10/2023 000108514623003687
Q2 2023 804 1,927,974 AAPL, QQQ, MSFT, SPLG 13F-HR 8/3/2023 000108514623003064
Q1 2023 757 1,708,900 AAPL, QQQ, MSFT, JHMM 13F-HR 4/10/2023 000108514623001601
Q4 2022 721 1,464,650 AAPL, QQQ, SPY, MSFT 13F-HR 1/12/2023 000108514623000113
Q3 2022 685 1,311,747 AAPL, QQQ, SPY, JPST 13F-HR 10/20/2022 000108514622003513
Q2 2022 701 1,301,992 AAPL, SPY, MSFT, QQQ 13F-HR 7/26/2022 000108514622002594
Q1 2022 722 1,436,569 AAPL, SPY, MSFT, QQQ 13F-HR 4/11/2022 000108514622001347
Q4 2021 715 1,399,935 AAPL, SPY, TSLA, JPST 13F-HR 1/25/2022 000108514622000308
Q3 2021 758 1,328,440 AAPL, JPST, SPY, QQQ 13F-HR 10/28/2021 000108514621002934
Q2 2021 757 1,262,307 AAPL, SPY, JPST, QQQ 13F-HR 8/10/2021 000108514621002358
Q1 2021 696 1,077,222 AAPL, JPST, SPY, QQQ 13F-HR 4/27/2021 000108514621001315
Q4 2020 685 1,068,732 AAPL, JPST, DIA, AMZN 13F-HR 2/3/2021 000108514621000422
Q3 2020 624 881,123 AAPL, JPST, DIA, TAIL 13F-HR 10/27/2020 000108514620002675
Q2 2020 557 740,381 AAPL, JPST, DIA, TAIL 13F-HR 8/5/2020 000108514620001993
Q1 2020 490 548,069 QQQ, AAPL, JPST, TLT 13F-HR 5/7/2020 000108514620001333
Q4 2019 569 733,417 AAPL, JPST, MOAT, SCHX 13F-HR 2/4/2020 000108514620000375
Q3 2019 541 644,309 AAPL, JPST, MOAT, GLD 13F-HR 11/13/2019 000108514619002889
Q2 2019 529 622,554 SDOG, HDV, AAPL, JPST 13F-HR 8/13/2019 000108514619002230
Q1 2019 431 530,042 SDOG, SHY, HDV, BIL 13F-HR 4/10/2019 000108514619001144
Q4 2018 400 470,720 SH, BIL, SDOG, SCHX 13F-HR 1/29/2019 000108514619000260
Q3 2018 408 482,165 AAPL, IJR, SCHX, SH 13F-HR 11/14/2018 000108514618002733
Q2 2018 411 440,999 AAPL, IJR, SCHX, SH 13F-HR 8/7/2018 000108514618001864
Q1 2018 368 389,732 SH, IJR, SCHX, AAPL 13F-HR 5/1/2018 000108514618001198
Q4 2017 249 305,185 FDL, HDV, IVV, QQQ 13F-HR 2/9/2018 000108514618000486
Q3 2017 219 252,912 VZ, DIV, IDV, T 13F-HR 10/16/2017 000108514617002063
Q2 2017 217 258,477 SH, DIV, VZ, IDV 13F-HR 7/11/2017 000108514617001466
Q1 2017 211 256,587 SH, TBF, T, VZ 13F-HR 4/10/2017 000108514617000940
Q4 2016 207 250,827 RWM, VZ, GE, T 13F-HR 1/19/2017 000108514617000143
Q3 2016 229 264,121 SH, VZ, T, GE 13F-HR 10/11/2016 000108514616004470
Q2 2016 201 246,823 SH, VZ, T, GE 13F-HR 7/22/2016 000108514616004021
Q1 2016 199 235,540 DOG, VZ, GE, T 13F-HR 5/2/2016 000108514616003551
Q4 2015 208 241,861 DOG, GE, ED, VZ 13F-HR 1/20/2016 000108514616002633
Q3 2015 174 198,220 DOG, VZ, T, ED 13F-HR 10/23/2015 000108514615002061
Q2 2015 159 171,190 DOG, TBF, GE, T 13F-HR 8/14/2015 000108514615001812
Q1 2015 191 199,431 DOG, TBF, VZ, GE 13F-HR 5/12/2015 000108514615001119
Q4 2014 188 186,394 PSQ, REM, HE, VTR 13F-HR 2/2/2015 000108514615000212
Q3 2014 193 183,854 RWM, AMLP, REM, GE RESTATEMENT 12/3/2014 000108514614002393
Q2 2014 197 166,452 SH, AMLP, VZ, COP 13F-HR 8/11/2014 000108514614001596
Q1 2014 194 146,630 SH, AMLP, INTC, SPY 13F-HR 5/5/2014 000108514614000961
Q4 2013 189 135,049 POWERSHARES ETF TRUST II, AMLP, INTC, GE 13F-HR 2/12/2014 000108514614000510
Additional filings from Dynamic Advisor Solutions LLC that have since been restated