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 |
|---|---|---|---|---|---|
| 201 | PTYPIMCO CORPORATE & INCOME OPP | 234,824 | $3.4B | 0.11% | |
| 202 | BHKBLACKROCK CORE BD TR | 311,883 | $3.4B | 0.11% | |
| 203 | EPDENTERPRISE PRODS PARTNERS L | 99,090 | $3.4B | 0.11% | |
| 204 | 4I1PHILIP MORRIS INTL INC | 21,224 | $3.4B | 0.11% | |
| 205 | HEQTSIMPLIFY EXCHANGE TRADED FUN | 116,456 | $3.3B | 0.11% | |
| 206 | ABTABBOTT LABS | 24,955 | $3.3B | 0.11% | |
| 207 | VTIPVANGUARD MALVERN FDS | 66,161 | $3.3B | 0.11% | |
| 208 | AMTAMERICAN TOWER CORP NEW | 15,029 | $3.3B | 0.11% | |
| 209 | XLVSELECT SECTOR SPDR TR | 22,044 | $3.2B | 0.11% | |
| 210 | GSSCGOLDMAN SACHS ETF TR | 49,983 | $3.2B | 0.10% | |
| 211 | GSIEGOLDMAN SACHS ETF TR | 88,912 | $3.2B | 0.10% | |
| 212 | CGGRCAPITAL GROUP GROWTH ETF | 92,462 | $3.2B | 0.10% | |
| 213 | JMSTJ P MORGAN EXCHANGE TRADED F | 62,238 | $3.2B | 0.10% | |
| 214 | MUBISHARES TR | 29,925 | $3.2B | 0.10% | |
| 215 | ELVELEVANCE HEALTH INC | 7,217 | $3.1B | 0.10% | |
| 216 | DUKDUKE ENERGY CORP NEW | 25,588 | $3.1B | 0.10% | |
| 217 | SPTSSPDR SER TR | 106,634 | $3.1B | 0.10% | |
| 218 | SNYSANOFI | 55,837 | $3.1B | 0.10% | |
| 219 | VNQVANGUARD INDEX FDS | 34,031 | $3.1B | 0.10% | |
| 220 | AVEMAMERICAN CENTY ETF TR | 48,700 | $2.9B | 0.10% | |
| 221 | GOVIINVESCO EXCH TRADED FD TR II | 104,687 | $2.9B | 0.10% | |
| 222 | TFLOISHARES TR | 57,429 | $2.9B | 0.10% | |
| 223 | WMBWILLIAMS COS INC | 47,235 | $2.8B | 0.09% | |
| 224 | VOTVANGUARD INDEX FDS | 11,241 | $2.8B | 0.09% | |
| 225 | PSAPUBLIC STORAGE OPER CO | 9,162 | $2.7B | 0.09% | |
| 226 | BBLUEA SERIES TRUST | 213,695 | $2.7B | 0.09% | |
| 227 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 16,335 | $2.7B | 0.09% | |
| 228 | QCOMQUALCOMM INC | 17,609 | $2.7B | 0.09% | |
| 229 | VTEBVANGUARD MUN BD FDS | 54,490 | $2.7B | 0.09% | |
| 230 | IYWISHARES TR | 19,073 | $2.7B | 0.09% | |
| 231 | MDTMEDTRONIC PLC | 29,764 | $2.7B | 0.09% | |
| 232 | BILSPDR SER TR | 29,128 | $2.7B | 0.09% | |
| 233 | ASTSAST SPACEMOBILE INC | 116,847 | $2.7B | 0.09% | |
| 234 | GEVGE VERNOVA INC | 8,661 | $2.6B | 0.09% | |
| 235 | SPMBSPDR SER TR | 119,896 | $2.6B | 0.09% | |
| 236 | ESGDISHARES TR | 31,881 | $2.6B | 0.09% | |
| 237 | NUSCNUSHARES ETF TR | 66,390 | $2.5B | 0.08% | |
| 238 | ETNEATON CORP PLC | 9,235 | $2.5B | 0.08% | |
| 239 | CVSCVS HEALTH CORP | 37,013 | $2.5B | 0.08% | |
| 240 | SDYSPDR SER TR | 18,457 | $2.5B | 0.08% | |
| 241 | UMIUSCF ETF TR | 47,751 | $2.5B | 0.08% | |
| 242 | CBCHUBB LIMITED | 8,091 | $2.4B | 0.08% | |
| 243 | IHIISHARES TR | 40,419 | $2.4B | 0.08% | |
| 244 | MRSKNORTHERN LIGHTS FD TR | 76,647 | $2.4B | 0.08% | |
| 245 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.4B | 0.08% | |
| 246 | SHYDVANECK ETF TRUST | 105,928 | $2.4B | 0.08% | |
| 247 | DFICDIMENSIONAL ETF TRUST | 85,675 | $2.4B | 0.08% | |
| 248 | SYKSTRYKER CORPORATION | 6,388 | $2.4B | 0.08% | |
| 249 | UPSUNITED PARCEL SERVICE INC | 21,543 | $2.4B | 0.08% | |
| 250 | NEENEXTERA ENERGY INC | 33,410 | $2.4B | 0.08% | |
| 251 | ETENERGY TRANSFER L P | 126,743 | $2.4B | 0.08% | |
| 252 | BITOPROSHARES TR | 128,310 | $2.4B | 0.08% | |
| 253 | GBCIGLACIER BANCORP INC NEW | 52,069 | $2.3B | 0.08% | |
| 254 | CGXUCAPITAL GROUP INTL FOCUS EQT | 93,745 | $2.3B | 0.08% | |
| 255 | AVLVAMERICAN CENTY ETF TR | 35,120 | $2.3B | 0.08% | |
| 256 | HYGISHARES TR | 28,929 | $2.3B | 0.08% | |
| 257 | REGLPROSHARES TR | 28,256 | $2.3B | 0.08% | |
| 258 | SDGISHARES TR | 31,477 | $2.3B | 0.08% | |
| 259 | ORCLORACLE CORP | 16,131 | $2.3B | 0.07% | |
| 260 | WFCWELLS FARGO CO NEW | 31,375 | $2.3B | 0.07% | |
| 261 | ENBENBRIDGE INC | 50,655 | $2.2B | 0.07% | |
| 262 | AVUVAMERICAN CENTY ETF TR | 25,714 | $2.2B | 0.07% | |
| 263 | ADPAUTOMATIC DATA PROCESSING IN | 7,333 | $2.2B | 0.07% | |
| 264 | FUTYFIDELITY COVINGTON TRUST | 43,955 | $2.2B | 0.07% | |
| 265 | DONSPDR DOW JONES INDL AVERAGE | 5,297 | $2.2B | 0.07% | |
| 266 | VGITVANGUARD SCOTTSDALE FDS | 37,390 | $2.2B | 0.07% | |
| 267 | TMOTHERMO FISHER SCIENTIFIC INC | 4,458 | $2.2B | 0.07% | |
| 268 | MLB1MERCADOLIBRE INC | 1,132 | $2.2B | 0.07% | |
| 269 | EFAISHARES TR | 26,814 | $2.2B | 0.07% | |
| 270 | MIGAMICROSTRATEGY INC | 7,554 | $2.2B | 0.07% | |
| 271 | LINLINDE PLC | 4,611 | $2.1B | 0.07% | |
| 272 | GSYINVESCO ACTIVELY MANAGED EXC | 42,654 | $2.1B | 0.07% | |
| 273 | OEFISHARES TR | 7,852 | $2.1B | 0.07% | |
| 274 | KLACKLA CORP | 3,093 | $2.1B | 0.07% | |
| 275 | APDAIR PRODS & CHEMS INC | 7,120 | $2.1B | 0.07% | |
| 276 | PRMBPRIMO BRANDS CORPORATION | 58,968 | $2.1B | 0.07% | |
| 277 | SHMSPDR SER TR | 43,842 | $2.1B | 0.07% | |
| 278 | HDEFDBX ETF TR | 76,640 | $2.1B | 0.07% | |
| 279 | AMDADVANCED MICRO DEVICES INC | 20,206 | $2.1B | 0.07% | |
| 280 | TJXTJX COS INC NEW | 16,894 | $2.1B | 0.07% | |
| 281 | VIGIVANGUARD WHITEHALL FDS | 24,763 | $2.1B | 0.07% | |
| 282 | CGCPCAPITAL GRP FIXED INCM ETF T | 90,623 | $2.0B | 0.07% | |
| 283 | HYDBISHARES TR | 43,103 | $2.0B | 0.07% | |
| 284 | DBAWDBX ETF TR | 56,688 | $2.0B | 0.07% | |
| 285 | VWOBVANGUARD WHITEHALL FDS | 31,191 | $2.0B | 0.07% | |
| 286 | SPHQINVESCO EXCHANGE TRADED FD T | 29,798 | $2.0B | 0.07% | |
| 287 | PFEPFIZER INC | 77,600 | $2.0B | 0.06% | |
| 288 | SLVISHARES SILVER TR | 63,019 | $2.0B | 0.06% | |
| 289 | CMCSACOMCAST CORP NEW | 51,932 | $1.9B | 0.06% | |
| 290 | IGIBISHARES TR | 36,031 | $1.9B | 0.06% | |
| 291 | IEMGISHARES INC | 34,893 | $1.9B | 0.06% | |
| 292 | GSGOLDMAN SACHS GROUP INC | 3,419 | $1.9B | 0.06% | |
| 293 | COPCONOCOPHILLIPS | 17,715 | $1.9B | 0.06% | |
| 294 | BMYBRISTOL-MYERS SQUIBB CO | 30,491 | $1.9B | 0.06% | |
| 295 | NOBLPROSHARES TR | 18,069 | $1.8B | 0.06% | |
| 296 | NVSNNOVARTIS AG | 16,516 | $1.8B | 0.06% | |
| 297 | COFCAPITAL ONE FINL CORP | 10,015 | $1.8B | 0.06% | |
| 298 | BOXXEA SERIES TRUST | 16,054 | $1.8B | 0.06% | |
| 299 | NUMVNUSHARES ETF TR | 52,196 | $1.8B | 0.06% | |
| 300 | XLISELECT SECTOR SPDR TR | 13,616 | $1.8B | 0.06% |