Dynamic Advisor Solutions LLC Q4 2019 Filing

Filed February 4, 2020

Portfolio Value

$733.4B

Holdings

555

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (555 positions)

#StockSharesValue% PortfolioType
201
QUALISHARES TR
9,021$911.0M0.12%
202
FNDFSCHWAB STRATEGIC TR
31,410$908.0M0.12%
203
CLXCLOROX CO DEL
5,903$906.0M0.12%
204
ITWILLINOIS TOOL WKS INC
4,980$894.0M0.12%
205
ADIANALOG DEVICES INC
7,465$887.0M0.12%
206
DUKDUKE ENERGY CORP NEW
9,702$885.0M0.12%
207
BAXBAXTER INTL INC
10,462$875.0M0.12%
208
UPSUNITED PARCEL SERVICE INC
7,470$874.0M0.12%
209
IOOISHARES TR
16,092$868.0M0.12%
210
IVEISHARES TR
6,653$865.0M0.12%
211
EPDENTERPRISE PRODS PARTNERS L
30,639$863.0M0.12%
212
LLYLILLY ELI & CO
6,545$860.0M0.12%
213
ETNEATON CORP PLC
9,033$856.0M0.12%
214
RDS/AROYAL DUTCH SHELL PLC
14,481$854.0M0.12%
215
TRVTRAVELERS COMPANIES INC
6,229$853.0M0.12%
216
HCAHCA HEALTHCARE INC
5,726$846.0M0.12%
217
EEMISHARES TR
18,721$840.0M0.11%
218
TRVCCITIGROUP INC
10,476$837.0M0.11%
219
SPYMSPDR SERIES TRUST
21,432$811.0M0.11%
220
AMJEURJPMORGAN CHASE & CO
37,194$811.0M0.11%
221
MUBISHARES TR
7,103$809.0M0.11%
222
CCLCARNIVAL CORP
15,882$807.0M0.11%
223
QCOMQUALCOMM INC
9,109$804.0M0.11%
224
DCIDONALDSON INC
13,940$803.0M0.11%
225
SCHASCHWAB STRATEGIC TR
10,581$800.0M0.11%
226
BAMBROOKFIELD ASSET MGMT INC
13,826$799.0M0.11%
227
VIOOVANGUARD ADMIRAL FDS INC
5,200$791.0M0.11%
228
MINTPIMCO ETF TR
7,770$789.0M0.11%
229
COFCAPITAL ONE FINL CORP
7,604$783.0M0.11%
230
JHSCJOHN HANCOCK ETF TRUST
28,092$782.0M0.11%
231
VTVVANGUARD INDEX FDS
6,457$774.0M0.11%
232
WIWWESTERN AST INFL LKD OPP & I
66,653$769.0M0.10%
233
MTUMISHARES TR
6,123$769.0M0.10%
234
USBUS BANCORP DEL
12,868$763.0M0.10%
235
MDLZMONDELEZ INTL INC
13,819$761.0M0.10%
236
PSXPHILLIPS 66
6,721$749.0M0.10%
237
APDAIR PRODS & CHEMS INC
3,167$744.0M0.10%
238
BNDVANGUARD BD INDEX FD INC
8,579$719.0M0.10%
239
MDTMEDTRONIC PLC
6,305$715.0M0.10%
240
SCHPSCHWAB STRATEGIC TR
12,503$708.0M0.10%
241
TFCTRUIST FINL CORP
12,462$702.0M0.10%
242
IWRISHARES TR
11,696$697.0M0.10%
243
VPUVANGUARD WORLD FDS
4,848$693.0M0.09%
244
COPCONOCOPHILLIPS
10,629$691.0M0.09%
245
KMIKINDER MORGAN INC DEL
32,596$690.0M0.09%
246
JHMLJOHN HANCOCK ETF TRUST
16,613$685.0M0.09%
247
FNDXSCHWAB STRATEGIC TR
15,962$681.0M0.09%
248
NEENEXTERA ENERGY INC
2,797$677.0M0.09%
249
BKNGBOOKING HLDGS INC
326$670.0M0.09%
250
VTEBVANGUARD MUN BD FD INC
12,465$667.0M0.09%
251
CIBRFIRST TR EXCHANGE TRADED FD
22,098$664.0M0.09%
252
ICVTISHARES TR
10,538$661.0M0.09%
253
NORWGLOBAL X FDS
52,670$647.0M0.09%
254
ALBALBEMARLE CORP
8,837$645.0M0.09%
255
SLBSCHLUMBERGER LTD
16,002$643.0M0.09%
256
MPCMARATHON PETE CORP
10,565$637.0M0.09%
257
SCHWTHE CHARLES SCHWAB CORPORATI
13,117$624.0M0.09%
258
SPDWSPDR INDEX SHS FDS
19,867$623.0M0.08%
259
KMBKIMBERLY CLARK CORP
4,529$623.0M0.08%
260
SPYDSPDR SERIES TRUST
15,581$615.0M0.08%
261
QUSSPDR SERIES TRUST
6,475$613.0M0.08%
262
NZFNUVEEN MUNICIPAL CREDIT INC
37,416$612.0M0.08%
263
DWDMORGAN STANLEY
11,953$611.0M0.08%
264
SRESEMPRA ENERGY
4,014$608.0M0.08%
265
PRUPRUDENTIAL FINL INC
6,489$608.0M0.08%
266
EEMVISHARES INC
10,351$607.0M0.08%
267
CRCCANADIAN NAT RES LTD
18,640$603.0M0.08%
268
GEGENERAL ELECTRIC CO
67,268$602.0M0.08%Call
269
TSLATESLA INC
1,427$597.0M0.08%
270
CLCOLGATE PALMOLIVE CO
8,652$596.0M0.08%
271
ITA*ISHARES TR
2,679$595.0M0.08%
272
MGCVANGUARD WORLD FD
5,323$595.0M0.08%
273
GOVIINVESCO EXCHNG TRADED FD TR
13,581$593.0M0.08%
274
SWKSTANLEY BLACK & DECKER INC
3,576$593.0M0.08%
275
NBBNUVEEN TAXABLE MUNICPL INCM
26,870$587.0M0.08%
276
ULTAULTA BEAUTY INC
2,316$586.0M0.08%
277
EDFSTONE HBR EMERG MRKTS INC FD
42,412$584.0M0.08%
278
GDGENERAL DYNAMICS CORP
3,307$583.0M0.08%
279
EQWLINVESCO EXCHANGE TRADED FD T
9,425$581.0M0.08%
280
ENBENBRIDGE INC
14,477$575.0M0.08%
281
SHMSPDR SERIES TRUST
11,547$567.0M0.08%
282
VGTVANGUARD WORLD FDS
2,308$565.0M0.08%
283
SLQDISHARES TR
10,991$561.0M0.08%
284
SIGISELECTIVE INS GROUP INC
8,575$559.0M0.08%
285
SPYGSPDR SERIES TRUST
13,322$558.0M0.08%
286
JHMDJOHN HANCOCK ETF TRUST
18,860$558.0M0.08%
287
METMETLIFE INC
10,907$556.0M0.08%
288
DEODIAGEO P L C
3,301$556.0M0.08%
289
BFKBLACKROCK MUN INCOME TR
39,167$555.0M0.08%
290
OMCOMNICOM GROUP INC
6,840$554.0M0.08%
291
MNSTMONSTER BEVERAGE CORP NEW
8,676$551.0M0.08%
292
AVGOBROADCOM INC
1,740$550.0M0.07%
293
RSPTINVESCO EXCHANGE TRADED FD T
2,768$548.0M0.07%
294
WTMFWISDOMTREE TR
14,775$548.0M0.07%
295
MMTMFS MULTIMARKET INCOME TR
89,155$546.0M0.07%
296
SCHESCHWAB STRATEGIC TR
19,744$540.0M0.07%
297
PHBINVESCO EXCHNG TRADED FD TR
28,057$540.0M0.07%
298
SPYVSPDR SERIES TRUST
15,433$539.0M0.07%
299
WDCWESTERN DIGITAL CORP
8,455$537.0M0.07%
300
ROSTROSS STORES INC
4,581$533.0M0.07%
PreviousPage 3 of 6Next