Dynamic Advisor Solutions LLC Q4 2022 Filing

Filed January 13, 2023

Portfolio Value

$1.5B

Holdings

721

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (721 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
384,146$49.9T3407783.50%
2
NDQINVESCO QQQ TR
151,471$40.3T2753817.98%
3
SPYSPDR S&P 500 ETF TR
86,365$33.0T2255038.13%
4
MSFTMICROSOFT CORP
116,918$28.0T1914394.09%
5
JPSTJ P MORGAN EXCHANGE TRADED F
520,568$26.1T1781728.54%
6
JHMMJOHN HANCOCK EXCHANGE TRADED
512,730$23.9T1629225.89%
7
DBAWDBX ETF TR
883,888$23.8T1625174.34%
8
BNDXVANGUARD CHARLOTTE FDS
412,123$19.5T1334586.22%
9
IWDISHARES TR
128,561$19.5T1331122.79%
10
VTIVANGUARD INDEX FDS
97,621$18.7T1274308.61%
11
SCHXSCHWAB STRATEGIC TR
375,265$16.9T1156810.91%
12
SLQDISHARES TR
326,821$15.6T1067943.74%
13
DONSPDR DOW JONES INDL AVERAGE
43,286$14.3T979195.58%
14
AGGISHARES TR
129,449$12.6T857216.88%
15
VIOOVANGUARD ADMIRAL FDS INC
69,625$12.1T823859.28%
16
TSLATESLA INC
97,907$12.1T823416.04%
17
SDYSPDR SER TR
96,215$12.0T821869.12%
18
IWBISHARES TR
56,860$12.0T817277.10%
19
GQ9SPDR GOLD TR
65,631$11.1T760157.24%
20
IJRISHARES TR
117,334$11.1T758168.30%
21
AMZNAMAZON COM INC
131,336$11.0T753232.79%
22
BRK/BBERKSHIRE HATHAWAY INC DEL
34,004$10.5T717156.73%
23
MOATVANECK ETF TRUST
160,946$10.4T713276.82%
24
FVDFIRST TR VALUE LINE DIVID IN
261,374$10.4T712212.82%
25
SHYISHARES TR
128,456$10.4T711892.81%
26
JEPIJ P MORGAN EXCHANGE TRADED F
189,628$10.3T705481.99%
27
VNQVANGUARD INDEX FDS
119,502$9.9T672963.30%
28
VCSHVANGUARD SCOTTSDALE FDS
128,476$9.7T659549.79%
29
FBNDFIDELITY MERRIMACK STR TR
213,997$9.6T657777.97%
30
DFACDIMENSIONAL ETF TRUST
377,852$9.2T626377.50%
31
BILSPDR SER TR
99,721$9.1T622775.41%
32
SHVISHARES TR
82,558$9.1T619586.66%
33
SHWSHERWIN WILLIAMS CO
37,635$8.9T609840.03%
34
DGROISHARES TR
178,367$8.9T608906.84%
35
JPMJPMORGAN CHASE & CO
65,157$8.7T596564.37%
36
DBMFLITMAN GREGORY FDS TR
295,689$8.6T587683.54%
37
VOVANGUARD INDEX FDS
41,888$8.5T582880.48%
38
CVXCHEVRON CORP NEW
47,219$8.5T578661.52%
39
SCHOSCHWAB STRATEGIC TR
163,016$7.9T536912.71%
40
HDHOME DEPOT INC
24,725$7.8T533207.39%
41
SHYGISHARES TR
189,062$7.7T527821.19%
42
XLUSELECT SECTOR SPDR TR
109,066$7.7T524982.90%
43
BNDVANGUARD BD INDEX FDS
105,658$7.6T518242.92%
44
VTIPVANGUARD MALVERN FDS
153,146$7.2T488405.83%
45
IEMGISHARES INC
144,280$6.7T460031.82%
46
TEQIT ROWE PRICE ETF INC
197,222$6.7T458903.01%
47
VYMVANGUARD WHITEHALL FDS
62,020$6.7T458213.16%
48
VEAVANGUARD TAX-MANAGED FDS
159,710$6.7T457652.89%
49
UNHUNITEDHEALTH GROUP INC
12,602$6.7T456156.90%
50
IJHISHARES TR
26,947$6.5T445039.43%
51
JNJJOHNSON & JOHNSON
36,770$6.5T443473.73%
52
NVDANVIDIA CORPORATION
43,332$6.3T432356.13%
53
RSPINVESCO EXCHANGE TRADED FD T
43,652$6.2T420978.12%
54
IHIISHARES TR
116,166$6.1T416950.53%
55
GOOGLALPHABET INC
66,783$5.9T402298.43%
56
LQDISHARES TR
55,355$5.8T398464.34%
57
XLFISELECT SECTOR SPDR TR
77,855$5.8T396279.79%
58
PSQUSDPROSHARES TR
391,303$5.8T393266.65%
59
TAT&T INC
312,197$5.7T392417.23%
60
VVISA INC
27,521$5.7T390388.22%
61
SPIBSPDR SER TR
178,322$5.7T387531.08%
62
XOMEXXON MOBIL CORP
50,857$5.6T382996.21%
63
COSTCOSTCO WHSL CORP NEW
12,276$5.6T382629.98%
64
SPYMSPDR SER TR
123,777$5.6T380122.96%
65
VTVVANGUARD INDEX FDS
38,843$5.5T372263.48%
66
MCDMCDONALDS CORP
20,084$5.3T361364.08%
67
IBMINTERNATIONAL BUSINESS MACHS
37,550$5.3T361207.05%
68
PFEPFIZER INC
102,269$5.2T357783.77%
69
MRKMERCK & CO INC
47,090$5.2T356718.94%
70
AVEMAMERICAN CENTY ETF TR
103,315$5.2T355868.09%
71
VIGVANGUARD SPECIALIZED FUNDS
33,813$5.1T350563.00%
72
DFUSDIMENSIONAL ETF TRUST
123,226$5.1T350078.65%
73
TIPISHARES TR
47,422$5.0T344624.72%
74
BSVVANGUARD BD INDEX FDS
65,268$4.9T335464.72%
75
OMFLINVESCO EXCH TRD SLF IDX FD
114,271$4.9T335016.22%
76
VPUVANGUARD WORLD FDS
31,898$4.9T333993.72%
77
NETLETF SER SOLUTIONS
191,249$4.9T333101.49%
78
BACBANK AMERICA CORP
146,238$4.8T330686.99%
79
GSLCGOLDMAN SACHS ETF TR
61,261$4.7T318424.67%
80
FTCSFIRST TR EXCHANGE-TRADED FD
62,164$4.7T318110.61%
81
SUSBISHARES TR
195,831$4.7T317816.95%
82
CSCOCISCO SYS INC
96,573$4.6T314118.32%
83
PEPPEPSICO INC
25,391$4.6T313194.42%
84
EAGGISHARES TR
97,088$4.5T309827.88%
85
SCHGSCHWAB STRATEGIC TR
80,036$4.4T303609.26%
86
BACVERIZON COMMUNICATIONS INC
112,280$4.4T302040.08%
87
SPDNDIREXION SHS ETF TR
265,091$4.4T298818.97%
88
BABOEING CO
22,881$4.4T297580.17%
89
ESGUISHARES TR
50,913$4.3T294603.01%
90
IWMISHARES TR
24,535$4.3T292075.92%
91
ABBVABBVIE INC
26,451$4.3T291856.35%
92
KOCOCA COLA CO
66,482$4.2T288734.51%
93
IVVISHARES TR
10,853$4.2T284705.63%
94
VNLAJANUS DETROIT STR TR
87,301$4.1T282528.86%
95
GOOGALPHABET INC
45,767$4.1T277263.92%
96
AVGOBROADCOM INC
7,052$3.9T269222.00%
97
CWBSPDR SER TR
59,111$3.8T259665.93%
98
DISDISNEY WALT CO
43,637$3.8T258847.37%
99
BLKCHFBLACKROCK INC
5,300$3.8T256430.82%
100
ARKKARK ETF TR
119,291$3.7T254439.56%
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