Notify me when Dynamic Advisor Solutions LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 932 | $3,116,420,564 | +$181,276,326 | -$529,410,733 | -$348,134,407 | AAPL, SPYM, MSFT, NVDA, FBND | 13F-HR | 08 Jan 2026, 18:30 |
| Q3 2025 | 932 | $3,445,822,948 | +$154,329,632 | -$134,464,464 | +$19,865,168 | AAPL, MSFT, NVDA, DFCF, SPLG | 13F-HR | 09 Oct 2025, 09:50 |
| Q2 2025 | 895 | $3,237,479,254 | +$174,973,745 | -$178,781,939 | -$3,808,194 | AAPL, MSFT, DFCF, SPLG, NVDA | 13F-HR | 09 Jul 2025, 15:30 |
| Q1 2025 | 843 | $3,034,449,554 | +$895,838,322 | -$125,594,531 | +$770,243,791 | AAPL, QQQ, DFCF, MSFT, SPLG | 13F-HR | 16 Apr 2025, 21:46 |
| Q4 2024 | 644 | $2,310,889,542 | +$99,342,623 | -$1,115,238,445 | -$1,015,895,822 | AAPL, QQQ, MSFT, DFCF, NVDA | 13F-HR | 21 Jan 2025, 11:43 |
| Q3 2024 | 925 | $3,314,373,959 | +$166,680,484 | -$173,768,200 | -$7,087,716 | AAPL, QQQ, IVV, MSFT, DFCF | 13F-HR | 07 Oct 2024, 13:54 |
| Q2 2024 | 945 | $3,175,937,493 | +$392,922,211 | -$172,354,508 | +$220,567,703 | AAPL, QQQ, MSFT, IVV, DFCF | 13F-HR | 15 Jul 2024, 15:09 |
| Q1 2024 | 927 | $2,960,288,739 | +$231,016,233 | -$123,918,843 | +$107,097,390 | AAPL, QQQ, MSFT, IVV, SPLG | 13F-HR | 12 Apr 2024, 14:15 |
| Q4 2023 | 894 | $2,681,656,334 | +$508,249,148 | -$102,700,679 | +$405,548,469 | AAPL, QQQ, MSFT, IVV, SPLG | 13F-HR | 10 Jan 2024, 14:47 |
| Q3 2023 | 845 | $2,112,276,492 | +$332,682,690 | -$49,634,436 | +$283,048,254 | AAPL, QQQ, MSFT, SPLG, IVV | 13F-HR | 10 Oct 2023, 21:29 |
| Q2 2023 | 803 | $1,927,897,708 | +$305,683,122 | -$148,029,651 | +$157,653,471 | AAPL, QQQ, MSFT, SPLG, TSLA | 13F-HR | 03 Aug 2023, 12:58 |
| Q1 2023 | 756 | $1,708,873,647 | +$309,505,285 | -$101,665,004 | +$207,840,281 | AAPL, QQQ, MSFT, JHMM, SPY | 13F-HR | 10 Apr 2023, 21:56 |
| Q4 2022 | 718 | $1,464,242,586 | +$171,052,972 | -$70,341,513 | +$100,711,459 | AAPL, QQQ, SPY, MSFT, JPST | 13F-HR | 12 Jan 2023, 20:31 |
| Q3 2022 | 680 | $1,307,662,109 | +$175,580,991 | -$44,609,893 | +$130,971,098 | AAPL, QQQ, SPY, JPST, MSFT | 13F-HR | 20 Oct 2022, 10:26 |
| Q2 2022 | 697 | $1,299,993,663 | +$204,896,407 | -$82,603,675 | +$122,292,732 | AAPL, SPY, MSFT, QQQ, JPST | 13F-HR | 26 Jul 2022, 19:23 |
| Q1 2022 | 714 | $1,432,081,285 | +$251,981,693 | -$71,078,611 | +$180,903,082 | AAPL, SPY, MSFT, QQQ, TSLA | 13F-HR | 11 Apr 2022, 16:48 |
| Q4 2021 | 714 | $1,396,712,517 | +$154,123,559 | -$95,856,081 | +$58,267,478 | AAPL, SPY, TSLA, JPST, MSFT | 13F-HR | 25 Jan 2022, 17:19 |
| Q3 2021 | 732 | $1,315,600,000 | +$181,760,047 | -$91,296,655 | +$90,463,392 | AAPL, JPST, SPY, QQQ, MSFT | 13F-HR | 28 Oct 2021, 15:45 |
| Q2 2021 | 716 | $1,249,043,000 | +$193,862,544 | -$64,713,250 | +$129,149,294 | AAPL, SPY, JPST, QQQ, MSFT | 13F-HR | 10 Aug 2021, 17:00 |
| Q1 2021 | 654 | $1,076,375,000 | +$148,960,690 | -$178,154,097 | -$29,193,407 | AAPL, JPST, SPY, QQQ, DIA | 13F-HR | 27 Apr 2021, 09:39 |
| Q4 2020 | 652 | $1,066,482,149 | +$189,749,165 | -$51,078,955 | +$138,670,210 | AAPL, JPST, DIA, AMZN, QQQ | 13F-HR | 02 Feb 2021, 18:57 |
| Q3 2020 | 583 | $879,523,152 | +$158,254,713 | -$26,712,637 | +$131,542,076 | AAPL, JPST, DIA, TAIL, AMZN | 13F-HR | 27 Oct 2020, 17:15 |
| Q2 2020 | 536 | $739,102,150 | +$173,532,936 | -$43,981,851 | +$129,551,085 | AAPL, JPST, DIA, TAIL, SCHX | 13F-HR | 04 Aug 2020, 21:08 |
| Q1 2020 | 472 | $544,344,693 | +$84,152,203 | -$84,107,314 | +$44,889 | QQQ, AAPL, JPST, TLT, SCHX | 13F-HR | 07 May 2020, 16:04 |
| Q4 2019 | 552 | $724,187,651 | +$109,688,079 | -$35,620,670 | +$74,067,409 | AAPL, JPST, MOAT, SCHX, IWB | 13F-HR | 04 Feb 2020, 07:27 |
| Q3 2019 | 515 | $642,729,313 | +$60,697,689 | -$40,641,030 | +$20,056,659 | AAPL, JPST, MOAT, GLD, SCHX | 13F-HR | 13 Nov 2019, 09:09 |
| Q2 2019 | 499 | $621,851,000 | +$145,206,117 | -$47,968,175 | +$97,237,942 | SDOG, HDV, AAPL, JPST, SCHX | 13F-HR | 13 Aug 2019, 10:58 |
| Q1 2019 | 421 | $529,688,202 | +$108,895,571 | -$53,157,792 | +$55,737,779 | SDOG, SHY, HDV, BIL, AAPL | 13F-HR | 10 Apr 2019, 11:49 |
| Q4 2018 | 376 | $462,991,000 | +$107,732,677 | -$51,440,435 | +$56,292,242 | SH, BIL, SDOG, SCHX, SHY | 13F-HR | 29 Jan 2019, 16:22 |
| Q3 2018 | 408 | $481,904,261 | +$53,610,692 | -$19,973,268 | +$33,637,424 | AAPL, IJR, SCHX, SH, BIL | 13F-HR | 14 Nov 2018, 14:03 |
| Q2 2018 | 410 | $440,717,000 | +$90,450,820 | -$15,981,011 | +$74,469,809 | AAPL, IJR, SCHX, SH, VZ | 13F-HR | 06 Aug 2018, 20:14 |
| Q1 2018 | 368 | $389,732,000 | +$147,185,142 | -$32,159,338 | +$115,025,804 | SH, IJR, SCHX, AAPL, QQQXXXX | 13F-HR | 01 May 2018, 16:53 |
| Q4 2017 | 248 | $305,185,000 | +$72,763,768 | -$21,644,615 | +$51,119,153 | FDL, HDV, IVV, QQQXXXX, ABBV | 13F-HR | 09 Feb 2018, 15:58 |
| Q3 2017 | 219 | $252,681,231 | +$33,487,544 | -$24,260,358 | +$9,227,186 | VZ, DIV, IDV, T, ABBV | 13F-HR | 16 Oct 2017, 17:25 |
| Q2 2017 | 217 | $258,477,000 | +$31,484,402 | -$15,622,508 | +$15,861,894 | SH, DIV, VZ, IDV, T | 13F-HR | 10 Jul 2017, 17:33 |
| Q1 2017 | 209 | $256,587,000 | +$62,417,377 | -$21,241,988 | +$41,175,389 | SH, TBF, T, VZ, GEXXXX | 13F-HR | 10 Apr 2017, 15:38 |
| Q4 2016 | 207 | $250,827,000 | +$62,478,661 | -$42,626,726 | +$19,851,935 | RWM, VZ, GEXXXX, T, DIV | 13F-HR | 19 Jan 2017, 14:37 |
| Q3 2016 | 226 | $263,608,315 | +$59,187,386 | -$32,218,481 | +$26,968,905 | SH, VZ, T, GEXXXX, BCE | 13F-HR | 11 Oct 2016, 16:01 |
| Q2 2016 | 201 | $246,540,283 | +$48,254,290 | -$35,100,003 | +$13,154,287 | SH, VZ, T, GEXXXX, DOGXXXX | 13F-HR | 21 Jul 2016, 20:23 |
| Q1 2016 | 199 | $235,540,000 | +$24,329,480 | -$29,921,879 | -$5,592,399 | DOGXXXX, VZ, GEXXXX, T, ED | 13F-HR | 29 Apr 2016, 20:40 |
| Q4 2015 | 206 | $241,504,000 | +$56,564,485 | -$9,762,662 | +$46,801,823 | DOGXXXX, GEXXXX, ED, VZ, T | 13F-HR | 20 Jan 2016, 09:32 |
| Q3 2015 | 174 | $198,220,000 | +$86,109,081 | -$4,669,226 | +$81,439,855 | DOGXXXX, VZ, T, ED, GEXXXX | 13F-HR | 22 Oct 2015, 18:21 |
| Q2 2015 | 159 | $171,190,000 | +$38,538,391 | -$11,167,794 | +$27,370,597 | DOGXXXX, TBF, GEXXXX, T, VZ | 13F-HR | 14 Aug 2015, 12:25 |
| Q1 2015 | 191 | $199,431,000 | +$60,014,279 | -$11,063,424 | +$48,950,855 | DOGXXXX, TBF, VZ, GEXXXX, T | 13F-HR | 11 May 2015, 21:09 |
| Q4 2014 | 188 | $186,394,000 | +$46,319,894 | -$18,545,032 | +$27,774,862 | PSQ, REMXXXX, HE, VTR, GEXXXX | 13F-HR | 02 Feb 2015, 07:16 |
| Q3 2014 | 193 | $183,854,000 | +$58,817,590 | -$21,900,333 | +$36,917,257 | RWM, AMLPXXXX, REMXXXX, GEXXXX, VZ | Restatement | 03 Dec 2014, 11:34 |
| Q2 2014 | 197 | $166,452,000 | +$51,295,449 | -$10,009,663 | +$41,285,786 | SHXXXX, AMLPXXXX, VZ, COP, AAPL | 13F-HR | 11 Aug 2014, 09:12 |
| Q1 2014 | 194 | $146,630,000 | +$36,861,036 | -$7,947,989 | +$28,913,047 | SHXXXX, AMLPXXXX, INTC, SPY, GEXXXX | 13F-HR | 05 May 2014, 13:48 |
| Q4 2013 | 187 | $133,981,000 | $0 | BKLNXXXX, AMLPXXXX, INTC, GEXXXX, SPY | 13F-HR | 11 Feb 2014, 18:52 |