Dynamic Advisor Solutions LLC Q1 2025 Filing
Filed April 17, 2025
Portfolio Value
$3.0T
Holdings
843
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (843 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CSCOCISCO SYS INC | 117,889 | $7.3B | 0.24% | |
| 102 | DIHPDIMENSIONAL ETF TRUST | 269,958 | $7.3B | 0.24% | |
| 103 | DONWISDOMTREE TR | 145,105 | $7.2B | 0.24% | |
| 104 | SCHFSCHWAB STRATEGIC TR | 358,228 | $7.1B | 0.23% | |
| 105 | XLKSELECT SECTOR SPDR TR | 34,183 | $7.1B | 0.23% | |
| 106 | CGUSCAPITAL GROUP CORE EQUITY ET | 210,620 | $7.0B | 0.23% | |
| 107 | JEPQJ P MORGAN EXCHANGE TRADED F | 134,132 | $6.9B | 0.23% | |
| 108 | ACNACCENTURE PLC IRELAND | 21,841 | $6.8B | 0.22% | |
| 109 | CGDGCAPITAL GROUP DIVIDEND VALUE | 185,859 | $6.6B | 0.22% | |
| 110 | BSVVANGUARD BD INDEX FDS | 84,269 | $6.6B | 0.22% | |
| 111 | TXNTEXAS INSTRS INC | 36,196 | $6.5B | 0.21% | |
| 112 | ARESARES MANAGEMENT CORPORATION | 44,359 | $6.5B | 0.21% | |
| 113 | ADBEADOBE INC | 16,860 | $6.5B | 0.21% | |
| 114 | FRELFIDELITY COVINGTON TRUST | 234,589 | $6.4B | 0.21% | |
| 115 | PFFISHARES TR | 208,201 | $6.4B | 0.21% | |
| 116 | FIXDFIRST TR EXCHNG TRADED FD VI | 144,085 | $6.3B | 0.21% | |
| 117 | HYLBDBX ETF TR | 173,519 | $6.3B | 0.21% | |
| 118 | GILDGILEAD SCIENCES INC | 55,310 | $6.2B | 0.20% | |
| 119 | NOCNORTHROP GRUMMAN CORP | 12,042 | $6.2B | 0.20% | |
| 120 | BUFRFIRST TR EXCHNG TRADED FD VI | 207,587 | $6.2B | 0.20% | |
| 121 | ROPROPER TECHNOLOGIES INC | 10,341 | $6.1B | 0.20% | |
| 122 | ONEVSPDR SER TR | 47,844 | $6.1B | 0.20% | |
| 123 | CTASIMPLIFY EXCHANGE TRADED FUN | 203,248 | $6.0B | 0.20% | |
| 124 | TRITHOMSON REUTERS CORP | 34,774 | $6.0B | 0.20% | |
| 125 | SPGIS&P GLOBAL INC | 11,723 | $6.0B | 0.20% | |
| 126 | INTUINTUIT | 9,594 | $5.9B | 0.19% | |
| 127 | XLUSELECT SECTOR SPDR TR | 74,024 | $5.8B | 0.19% | |
| 128 | IAGGISHARES TR | 114,729 | $5.7B | 0.19% | |
| 129 | PLTRPALANTIR TECHNOLOGIES INC | 67,586 | $5.7B | 0.19% | |
| 130 | BLKBLACKROCK INC | 5,935 | $5.6B | 0.19% | |
| 131 | XLFISELECT SECTOR SPDR TR | 68,470 | $5.6B | 0.18% | |
| 132 | ORLYOREILLY AUTOMOTIVE INC | 3,903 | $5.6B | 0.18% | |
| 133 | BACVERIZON COMMUNICATIONS INC | 120,895 | $5.5B | 0.18% | |
| 134 | HONHONEYWELL INTL INC | 25,875 | $5.5B | 0.18% | |
| 135 | CRMSALESFORCE INC | 20,270 | $5.4B | 0.18% | |
| 136 | IQLTISHARES TR | 136,663 | $5.4B | 0.18% | |
| 137 | PANWPALO ALTO NETWORKS INC | 31,609 | $5.4B | 0.18% | |
| 138 | TAXFAMERICAN CENTY ETF TR | 108,012 | $5.3B | 0.18% | |
| 139 | NETLETF SER SOLUTIONS | 212,889 | $5.3B | 0.18% | |
| 140 | DEDEERE & CO | 11,340 | $5.3B | 0.18% | |
| 141 | FNDCSCHWAB STRATEGIC TR | 145,991 | $5.3B | 0.17% | |
| 142 | ISRGINTUITIVE SURGICAL INC | 10,589 | $5.2B | 0.17% | |
| 143 | MCDMCDONALDS CORP | 16,747 | $5.2B | 0.17% | |
| 144 | VOVANGUARD INDEX FDS | 20,158 | $5.2B | 0.17% | |
| 145 | TEQIT ROWE PRICE ETF INC | 124,218 | $5.2B | 0.17% | |
| 146 | KOCOCA COLA CO | 72,487 | $5.2B | 0.17% | |
| 147 | PAYXPAYCHEX INC | 33,376 | $5.1B | 0.17% | |
| 148 | FQIDIGITAL RLTY TR INC | 35,867 | $5.1B | 0.17% | |
| 149 | LAMRLAMAR ADVERTISING CO NEW | 44,961 | $5.1B | 0.17% | |
| 150 | VIGVANGUARD SPECIALIZED FUNDS | 26,060 | $5.1B | 0.17% | |
| 151 | XLESELECT SECTOR SPDR TR | 53,791 | $5.0B | 0.17% | |
| 152 | IEIISHARES TR | 42,517 | $5.0B | 0.17% | |
| 153 | IWFISHARES TR | 13,850 | $5.0B | 0.16% | |
| 154 | LMTLOCKHEED MARTIN CORP | 11,109 | $5.0B | 0.16% | |
| 155 | SOXXISHARES TR | 26,327 | $5.0B | 0.16% | |
| 156 | VUGVANGUARD INDEX FDS | 13,247 | $4.9B | 0.16% | |
| 157 | PWBINVESCO EXCHANGE TRADED FD T | 50,809 | $4.9B | 0.16% | |
| 158 | DFISDIMENSIONAL ETF TRUST | 187,259 | $4.8B | 0.16% | |
| 159 | PGPROCTER AND GAMBLE CO | 28,277 | $4.8B | 0.16% | |
| 160 | TAT&T INC | 168,051 | $4.8B | 0.16% | |
| 161 | EOGEOG RES INC | 36,608 | $4.7B | 0.15% | |
| 162 | CSBVICTORY PORTFOLIOS II | 80,121 | $4.6B | 0.15% | |
| 163 | RTXRTX CORPORATION | 34,657 | $4.6B | 0.15% | |
| 164 | SCHRSCHWAB STRATEGIC TR | 183,132 | $4.6B | 0.15% | |
| 165 | VGSHVANGUARD SCOTTSDALE FDS | 77,271 | $4.5B | 0.15% | |
| 166 | CGCBCAPITAL GRP FIXED INCM ETF T | 172,441 | $4.5B | 0.15% | |
| 167 | QYLDGLOBAL X FDS | 271,501 | $4.5B | 0.15% | |
| 168 | DIVOAMPLIFY ETF TR | 110,506 | $4.5B | 0.15% | |
| 169 | WMWASTE MGMT INC DEL | 19,184 | $4.4B | 0.15% | |
| 170 | BACBANK AMERICA CORP | 105,435 | $4.4B | 0.14% | |
| 171 | AXPAMERICAN EXPRESS CO | 16,157 | $4.3B | 0.14% | |
| 172 | ICVTISHARES TR | 51,943 | $4.3B | 0.14% | |
| 173 | AQLTISHARES TR | 187,670 | $4.3B | 0.14% | |
| 174 | SCHVSCHWAB STRATEGIC TR | 161,217 | $4.3B | 0.14% | |
| 175 | MOALTRIA GROUP INC | 70,939 | $4.3B | 0.14% | |
| 176 | MLPXGLOBAL X FDS | 66,610 | $4.3B | 0.14% | |
| 177 | TLTISHARES TR | 45,858 | $4.2B | 0.14% | |
| 178 | MRKMERCK & CO INC | 46,420 | $4.2B | 0.14% | |
| 179 | SDOGALPS ETF TR | 69,204 | $4.0B | 0.13% | |
| 180 | WATWATERS CORP | 10,881 | $4.0B | 0.13% | |
| 181 | INGING GROEP N.V. | 202,349 | $4.0B | 0.13% | |
| 182 | PEGPUBLIC SVC ENTERPRISE GRP IN | 48,159 | $4.0B | 0.13% | |
| 183 | DISDISNEY WALT CO | 39,834 | $3.9B | 0.13% | |
| 184 | FTCSFIRST TR EXCHANGE-TRADED FD | 43,765 | $3.9B | 0.13% | |
| 185 | OWLBLUE OWL CAPITAL INC | 194,661 | $3.9B | 0.13% | |
| 186 | ESGUISHARES TR | 31,860 | $3.9B | 0.13% | |
| 187 | DWDMORGAN STANLEY | 32,846 | $3.8B | 0.13% | |
| 188 | SUBISHARES TR | 36,217 | $3.8B | 0.13% | |
| 189 | SUSBISHARES TR | 151,847 | $3.8B | 0.13% | |
| 190 | EAGGISHARES TR | 79,678 | $3.8B | 0.12% | |
| 191 | ULUNILEVER PLC | 63,106 | $3.8B | 0.12% | |
| 192 | SDVYFIRST TR EXCHANGE-TRADED FD | 111,829 | $3.7B | 0.12% | |
| 193 | DGRWWISDOMTREE TR | 46,642 | $3.7B | 0.12% | |
| 194 | GEGE AEROSPACE | 18,301 | $3.7B | 0.12% | |
| 195 | FNFFIDELITY NATIONAL FINANCIAL | 55,252 | $3.6B | 0.12% | |
| 196 | DBEFDBX ETF TR | 82,578 | $3.6B | 0.12% | |
| 197 | CGMSCAPITAL GRP FIXED INCM ETF T | 126,328 | $3.4B | 0.11% | |
| 198 | DHID R HORTON INC | 27,076 | $3.4B | 0.11% | |
| 199 | AGGISHARES TR | 34,578 | $3.4B | 0.11% | |
| 200 | VPLVANGUARD INTL EQUITY INDEX F | 47,086 | $3.4B | 0.11% |