Dynamic Advisor Solutions LLC Q3 2020 Filing

Filed October 27, 2020

Portfolio Value

$881.1B

Holdings

584

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (584 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
320,297$37.0B4.19%Put
2
JPSTJ P MORGAN EXCHANGE-TRADED F
386,309$19.6B2.23%
3
DONSPDR DOW JONES INDL AVERAGE
64,406$16.7B1.90%Put
4
TAILCAMBRIA ETF TR
750,757$16.2B1.84%
5
AMZNAMAZON COM INC
5,615$15.5B1.76%Call
6
MSFTMICROSOFT CORP
70,531$14.5B1.65%Put
7
SCHXSCHWAB STRATEGIC TR
168,513$13.6B1.54%
8
NDQINVESCO QQQ TR
56,177$13.4B1.53%Put
9
TLTISHARES TR
80,685$13.2B1.50%
10
GQ9SPDR GOLD TR
77,883$12.7B1.45%Call
11
SPYSPDR S&P 500 ETF TR
53,502$12.3B1.39%Put
12
IAUUSDISHARES GOLD TRUST
595,508$10.7B1.22%
13
BNDXVANGUARD CHARLOTTE FDS
171,691$10.0B1.13%
14
FLRNSPDR SER TR
309,183$9.5B1.07%
15
MINTPIMCO ETF TR
91,817$9.4B1.06%
16
SHWSHERWIN WILLIAMS CO
13,216$9.2B1.05%
17
IYTISHARES TR
39,473$7.9B0.89%
18
IJRISHARES TR
110,678$7.8B0.88%
19
COSTCOSTCO WHSL CORP NEW
20,522$7.3B0.82%Call
20
VNQVANGUARD INDEX FDS
90,582$7.2B0.81%
21
PFFISHARES TR
195,455$7.1B0.81%
22
JHMMJOHN HANCOCK EXCHANGE TRADED
173,179$6.5B0.74%
23
BRK/BBERKSHIRE HATHAWAY INC DEL
29,374$6.3B0.71%
24
FVDFIRST TR VALUE LINE DIVID IN
185,729$5.8B0.66%
25
HDHOME DEPOT INC
21,245$5.5B0.63%Call
26
JPMJPMORGAN CHASE & CO
57,556$5.5B0.63%
27
BACVERIZON COMMUNICATIONS INC
90,241$5.4B0.61%
28
IWBISHARES TR
25,731$4.8B0.55%
29
MAMASTERCARD INCORPORATED
14,233$4.8B0.55%
30
EEMISHARES TR
108,729$4.8B0.54%
31
SDYSPDR SER TR
51,417$4.8B0.54%
32
DISDISNEY WALT CO
38,251$4.7B0.54%
33
DBAWDBX ETF TR
173,878$4.7B0.54%
34
JNJJOHNSON & JOHNSON
31,377$4.7B0.53%
35
SCHGSCHWAB STRATEGIC TR
40,294$4.6B0.53%
36
GOOGLALPHABET INC
3,120$4.6B0.52%
37
AGGISHARES TR
38,738$4.6B0.52%
38
ARKKARK ETF TR
49,459$4.5B0.52%
39
NVDANVIDIA CORPORATION
8,356$4.5B0.51%Call
40
VVISA INC
21,870$4.4B0.50%
41
VTIVANGUARD INDEX FDS
25,646$4.4B0.50%
42
METAFACEBOOK INC
18,082$4.4B0.49%Put
43
SCHVSCHWAB STRATEGIC TR
82,716$4.3B0.49%
44
IJHISHARES TR
23,000$4.3B0.48%
45
FTCSFIRST TR EXCHANGE-TRADED FD
64,880$4.1B0.47%
46
VCITVANGUARD SCOTTSDALE FDS
42,694$4.1B0.46%
47
LQDISHARES TR
29,708$4.0B0.45%
48
PGPROCTER AND GAMBLE CO
28,310$3.9B0.45%
49
NFLXNETFLIX INC
9,365$3.9B0.45%Put
50
AIAISHARES TR
53,763$3.9B0.44%
51
TBFPROSHARES TR
250,358$3.8B0.44%
52
HONHONEYWELL INTL INC
23,224$3.8B0.43%Call
53
VEAVANGUARD TAX-MANAGED INTL FD
92,180$3.8B0.43%
54
KOCOCA COLA CO
76,236$3.8B0.43%
55
RWMPROSHARES TR
110,205$3.7B0.42%
56
VIGVANGUARD SPECIALIZED FUNDS
28,934$3.7B0.42%
57
FEZSPDR INDEX SHS FDS
101,729$3.7B0.42%
58
SCHOSCHWAB STRATEGIC TR
71,814$3.7B0.42%
59
TIPISHARES TR
29,124$3.7B0.42%
60
UNHUNITEDHEALTH GROUP INC
11,771$3.7B0.42%
61
ADBEADOBE SYSTEMS INCORPORATED
7,457$3.7B0.42%
62
VXUSVANGUARD STAR FDS
69,431$3.6B0.41%
63
VBVANGUARD INDEX FDS
23,431$3.6B0.41%
64
PSQUSDPROSHARES TR
217,665$3.6B0.41%
65
GSYINVESCO ACTIVELY MANAGED ETF
69,795$3.5B0.40%
66
XLUSELECT SECTOR SPDR TR
57,469$3.4B0.39%
67
CRMSALESFORCE COM INC
13,523$3.4B0.39%
68
FXEINVESCO CURRENCYSHARES EURO
30,795$3.4B0.39%
69
DGROISHARES TR
84,914$3.4B0.38%
70
VOOVANGUARD INDEX FDS
10,930$3.4B0.38%
71
VOVANGUARD INDEX FDS
19,032$3.4B0.38%
72
ABTABBOTT LABS
30,302$3.3B0.37%Call
73
BSVVANGUARD BD INDEX FDS
37,591$3.1B0.35%
74
IWMISHARES TR
27,271$3.1B0.35%Put
75
MOATVANECK VECTORS ETF TR
56,387$3.1B0.35%
76
VCSHVANGUARD SCOTTSDALE FDS
37,093$3.1B0.35%
77
GOOGALPHABET INC
2,088$3.1B0.35%
78
AMGNAMGEN INC
12,033$3.1B0.35%
79
ACNACCENTURE PLC IRELAND
13,466$3.0B0.35%
80
VIOOVANGUARD ADMIRAL FDS INC
23,420$3.0B0.34%
81
BLKCHFBLACKROCK INC
5,328$3.0B0.34%
82
IGIBISHARES TR
48,279$2.9B0.33%
83
IHIISHARES TR
9,583$2.9B0.33%
84
TSLATESLA INC
6,680$2.9B0.33%
85
ACWVISHARES INC
31,125$2.9B0.32%
86
IEIISHARES TR
21,073$2.8B0.32%
87
INTUINTUIT
8,488$2.8B0.31%
88
IVVISHARES TR
8,179$2.7B0.31%
89
GDXVANECK VECTORS ETF TR
70,142$2.7B0.31%
90
PYPLPAYPAL HLDGS INC
13,838$2.7B0.31%
91
MOALTRIA GROUP INC
69,515$2.7B0.30%
92
MCDMCDONALDS CORP
12,220$2.7B0.30%
93
IYWISHARES TR
8,892$2.7B0.30%
94
FLOTISHARES TR
52,410$2.7B0.30%
95
ABBVABBVIE INC
29,784$2.6B0.30%
96
CRWDCROWDSTRIKE HLDGS INC
18,359$2.5B0.28%Call
97
CVXCHEVRON CORP NEW
34,799$2.5B0.28%
98
ESEVERSOURCE ENERGY
29,872$2.5B0.28%
99
RSPINVESCO EXCHANGE TRADED FD T
22,803$2.5B0.28%
100
IAGGISHARES TR
42,980$2.4B0.27%
Page 1 of 6Next