Dynamic Advisor Solutions LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 17, 2025
Value $
$3.03B
Signature - Title
James Cannon - Chief Executive Officer
Location
Phoenix, AZ
Summary
This page shows a list of all the recent 13F filings made by Dynamic Advisor Solutions LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Dynamic Advisor Solutions LLC reported 843 stock holdings with total value $3.03B as of Q1 2025. Top holdings included AAPL, QQQ, DFCF, MSFT, and SPLG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 843 $3.03B +$896M -$126M +$770M AAPL, QQQ, DFCF, MSFT, SPLG 13F-HR 4/16/2025, 09:46 PM
Q4 2024 644 $2.31B +$99.3M -$1.12B -$1.02B AAPL, QQQ, MSFT, DFCF, NVDA 13F-HR 1/21/2025, 11:43 AM
Q3 2024 925 $3.31B +$167M -$174M -$7.09M AAPL, QQQ, IVV, MSFT, DFCF 13F-HR 10/7/2024, 01:54 PM
Q2 2024 945 $3.18B +$393M -$172M +$221M AAPL, QQQ, MSFT, IVV, DFCF 13F-HR 7/15/2024, 03:09 PM
Q1 2024 927 $2.96B +$231M -$124M +$107M AAPL, QQQ, MSFT, IVV, SPLG 13F-HR 4/12/2024, 02:15 PM
Q4 2023 894 $2.68B +$508M -$103M +$406M AAPL, QQQ, MSFT, IVV, SPLG 13F-HR 1/10/2024, 02:47 PM
Q3 2023 845 $2.11B +$333M -$49.6M +$283M AAPL, QQQ, MSFT, SPLG, IVV 13F-HR 10/10/2023, 09:29 PM
Q2 2023 803 $1.93B +$306M -$148M +$158M AAPL, QQQ, MSFT, SPLG, TSLA 13F-HR 8/3/2023, 12:58 PM
Q1 2023 756 $1.71B +$310M -$102M +$208M AAPL, QQQ, MSFT, JHMM, SPY 13F-HR 4/10/2023, 09:56 PM
Q4 2022 718 $1.46B +$171M -$70.3M +$101M AAPL, QQQ, SPY, MSFT, JPST 13F-HR 1/12/2023, 08:31 PM
Q3 2022 680 $1.31B +$176M -$44.6M +$131M AAPL, QQQ, SPY, JPST, MSFT 13F-HR 10/20/2022, 10:26 AM
Q2 2022 697 $1.3B +$205M -$82.6M +$122M AAPL, SPY, MSFT, QQQ, JPST 13F-HR 7/26/2022, 07:23 PM
Q1 2022 714 $1.43B +$252M -$71.1M +$181M AAPL, SPY, MSFT, QQQ, TSLA 13F-HR 4/11/2022, 04:48 PM
Q4 2021 714 $1.4B +$154M -$95.9M +$58.3M AAPL, SPY, TSLA, JPST, MSFT 13F-HR 1/25/2022, 05:19 PM
Q3 2021 732 $1.32B +$182M -$91.3M +$90.5M AAPL, JPST, SPY, QQQ, MSFT 13F-HR 10/28/2021, 03:45 PM
Q2 2021 716 $1.25B +$194M -$64.7M +$129M AAPL, SPY, JPST, QQQ, MSFT 13F-HR 8/10/2021, 05:00 PM
Q1 2021 654 $1.08B +$149M -$178M -$29.2M AAPL, JPST, SPY, QQQ, DIA 13F-HR 4/27/2021, 09:39 AM
Q4 2020 652 $1.07B +$190M -$51.1M +$139M AAPL, JPST, DIA, AMZN, QQQ 13F-HR 2/2/2021, 06:57 PM
Q3 2020 583 $880M +$158M -$26.7M +$132M AAPL, JPST, DIA, TAIL, AMZN 13F-HR 10/27/2020, 05:15 PM
Q2 2020 536 $739M +$174M -$44M +$130M AAPL, JPST, DIA, TAIL, SCHX 13F-HR 8/4/2020, 09:08 PM
Q1 2020 472 $544M +$84.2M -$84.1M +$44.9K QQQ, AAPL, JPST, TLT, SCHX 13F-HR 5/7/2020, 04:04 PM
Q4 2019 552 $724M +$110M -$35.6M +$74.1M AAPL, JPST, MOAT, SCHX, IWB 13F-HR 2/4/2020, 07:27 AM
Q3 2019 515 $643M +$60.7M -$40.6M +$20.1M AAPL, JPST, MOAT, GLD, SCHX 13F-HR 11/13/2019, 09:09 AM
Q2 2019 499 $622M +$145M -$48M +$97.2M SDOG, HDV, AAPL, JPST, SCHX 13F-HR 8/13/2019, 10:58 AM
Q1 2019 421 $530M +$109M -$53.2M +$55.7M SDOG, SHY, HDV, BIL, AAPL 13F-HR 4/10/2019, 11:49 AM
Q4 2018 376 $463M +$108M -$51.4M +$56.3M SH, BIL, SDOG, SCHX, SHY 13F-HR 1/29/2019, 04:22 PM
Q3 2018 408 $482M +$53.6M -$20M +$33.6M AAPL, IJR, SCHX, SH, BIL 13F-HR 11/14/2018, 02:03 PM
Q2 2018 410 $441M +$90.5M -$16M +$74.5M AAPL, IJR, SCHX, SH, VZ 13F-HR 8/6/2018, 08:14 PM
Q1 2018 368 $390M +$147M -$32.2M +$115M SH, IJR, SCHX, AAPL, QQQXXXX 13F-HR 5/1/2018, 04:53 PM
Q4 2017 248 $305M +$72.8M -$21.6M +$51.1M FDL, HDV, IVV, QQQXXXX, ABBV 13F-HR 2/9/2018, 03:58 PM
Q3 2017 219 $253M +$33.5M -$24.3M +$9.23M VZ, DIV, IDV, T, ABBV 13F-HR 10/16/2017, 05:25 PM
Q2 2017 217 $258M +$31.5M -$15.6M +$15.9M SH, DIV, VZ, IDV, T 13F-HR 7/10/2017, 05:33 PM
Q1 2017 209 $257M +$62.4M -$21.2M +$41.2M SH, TBF, T, VZ, GEXXXX 13F-HR 4/10/2017, 03:38 PM
Q4 2016 207 $251M +$62.5M -$42.6M +$19.9M RWM, VZ, GEXXXX, T, DIV 13F-HR 1/19/2017, 02:37 PM
Q3 2016 226 $264M +$59.2M -$32.2M +$27M SH, VZ, T, GEXXXX, BCE 13F-HR 10/11/2016, 04:01 PM
Q2 2016 201 $247M +$48.3M -$35.1M +$13.2M SH, VZ, T, GEXXXX, DOGXXXX 13F-HR 7/21/2016, 08:23 PM
Q1 2016 199 $236M +$24.3M -$29.9M -$5.59M DOGXXXX, VZ, GEXXXX, T, ED 13F-HR 4/29/2016, 08:40 PM
Q4 2015 206 $242M +$56.6M -$9.76M +$46.8M DOGXXXX, GEXXXX, ED, VZ, T 13F-HR 1/20/2016, 09:32 AM
Q3 2015 174 $198M +$86.1M -$4.67M +$81.4M DOGXXXX, VZ, T, ED, GEXXXX 13F-HR 10/22/2015, 06:21 PM
Q2 2015 159 $171M +$38.5M -$11.2M +$27.4M DOGXXXX, TBF, GEXXXX, T, VZ 13F-HR 8/14/2015, 12:25 PM
Q1 2015 191 $199M +$60M -$11.1M +$49M DOGXXXX, TBF, VZ, GEXXXX, T 13F-HR 5/11/2015, 09:09 PM
Q4 2014 188 $186M +$46.3M -$18.5M +$27.8M PSQ, REMXXXX, HE, VTR, GEXXXX 13F-HR 2/2/2015, 07:16 AM
Q3 2014 193 $184M +$58.8M -$21.9M +$36.9M RWM, AMLPXXXX, REMXXXX, GEXXXX, VZ Restatement 12/3/2014, 11:34 AM
Q2 2014 197 $166M +$51.3M -$10M +$41.3M SHXXXX, AMLPXXXX, VZ, COP, AAPL 13F-HR 8/11/2014, 09:12 AM
Q1 2014 194 $147M +$36.9M -$7.95M +$28.9M SHXXXX, AMLPXXXX, INTC, SPY, GEXXXX 13F-HR 5/5/2014, 01:48 PM
Q4 2013 187 $134M BKLNXXXX, AMLPXXXX, INTC, GEXXXX, SPY 13F-HR 2/11/2014, 06:52 PM