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 | +$181,276,322 | -$529,410,739 | -$348,134,417 | AAPL, SPYM, MSFT, NVDA, FBND | 13F-HR | 08 Jan 2026, 18:30 |
| Q3 2025 | 932 | $3,445,822,948 | +$154,329,631 | -$134,464,452 | +$19,865,179 | AAPL, MSFT, NVDA, DFCF, SPLG | 13F-HR | 09 Oct 2025, 09:50 |
| Q2 2025 | 895 | $3,237,479,254 | +$174,973,755 | -$178,781,942 | -$3,808,187 | AAPL, MSFT, DFCF, SPLG, NVDA | 13F-HR | 09 Jul 2025, 15:30 |
| Q1 2025 | 843 | $3,034,449,554 | +$895,838,244 | -$125,594,555 | +$770,243,689 | AAPL, QQQ, DFCF, MSFT, SPLG | 13F-HR | 16 Apr 2025, 21:46 |
| Q4 2024 | 644 | $2,310,889,542 | +$99,342,629 | -$1,115,238,430 | -$1,015,895,801 | AAPL, QQQ, MSFT, DFCF, NVDA | 13F-HR | 21 Jan 2025, 11:43 |
| Q3 2024 | 925 | $3,314,373,959 | +$166,680,489 | -$173,768,191 | -$7,087,702 | AAPL, QQQ, IVV, MSFT, DFCF | 13F-HR | 07 Oct 2024, 13:54 |
| Q2 2024 | 945 | $3,175,937,493 | +$392,973,784 | -$173,008,269 | +$219,965,515 | AAPL, QQQ, MSFT, IVV, DFCF | 13F-HR | 15 Jul 2024, 15:09 |
| Q1 2024 | 932 | $2,961,818,511 | +$231,239,193 | -$124,291,058 | +$106,948,135 | AAPL, QQQ, MSFT, IVV, SPLG | 13F-HR | 12 Apr 2024, 14:15 |
| Q4 2023 | 897 | $2,682,530,276 | +$508,653,247 | -$102,700,693 | +$405,952,554 | AAPL, QQQ, MSFT, IVV, SPLG | 13F-HR | 10 Jan 2024, 14:47 |
| Q3 2023 | 844 | $2,116,461,985 | +$332,680,912 | -$65,988,344 | +$266,692,568 | AAPL, QQQ, MSFT, SPLG, IVV | 13F-HR | 10 Oct 2023, 21:29 |
| Q2 2023 | 802 | $1,927,882,136 | +$305,667,553 | -$165,661,680 | +$140,005,873 | AAPL, QQQ, MSFT, SPLG, TSLA | 13F-HR | 03 Aug 2023, 12:58 |
| Q1 2023 | 755 | $1,708,873,447 | +$309,454,040 | -$137,343,196 | +$172,110,844 | AAPL, QQQ, MSFT, JHMM, SPY | 13F-HR | 10 Apr 2023, 21:56 |
| Q4 2022 | 721 | $1,464,242,586 | +$171,052,959 | -$83,118,510 | +$87,934,449 | AAPL, QQQ, SPY, MSFT, JPST | 13F-HR | 12 Jan 2023, 21:31 |
| Q3 2022 | 680 | $1,311,452,000 | +$177,715,428 | -$78,926,310 | +$98,789,118 | AAPL, QQQ, SPY, JPST, MSFT | 13F-HR | 20 Oct 2022, 10:26 |
| Q2 2022 | 697 | $1,301,742,000 | +$205,765,330 | -$136,075,254 | +$69,690,076 | AAPL, SPY, MSFT, QQQ, JPST | 13F-HR | 26 Jul 2022, 19:23 |
| Q1 2022 | 718 | $1,436,108,000 | +$254,953,498 | -$140,188,176 | +$114,765,322 | AAPL, SPY, MSFT, QQQ, TSLA | 13F-HR | 11 Apr 2022, 16:48 |
| Q4 2021 | 715 | $1,399,935,000 | +$154,276,118 | -$155,313,980 | -$1,037,862 | AAPL, SPY, TSLA, JPST, MSFT | 13F-HR | 25 Jan 2022, 18:19 |
| Q3 2021 | 733 | $1,315,091,000 | +$181,824,633 | -$91,296,640 | +$90,527,993 | AAPL, JPST, SPY, QQQ, MSFT | 13F-HR | 28 Oct 2021, 15:45 |
| Q2 2021 | 718 | $1,249,043,000 | +$193,862,534 | -$64,713,265 | +$129,149,269 | AAPL, SPY, JPST, QQQ, MSFT | 13F-HR | 10 Aug 2021, 17:00 |
| Q1 2021 | 654 | $1,076,375,000 | +$148,960,687 | -$177,725,219 | -$28,764,532 | AAPL, JPST, SPY, QQQ, DIA | 13F-HR | 27 Apr 2021, 09:39 |
| Q4 2020 | 652 | $1,067,094,000 | +$190,073,668 | -$81,655,246 | +$108,418,422 | AAPL, JPST, DIA, AMZN, QQQ | 13F-HR | 02 Feb 2021, 19:57 |
| Q3 2020 | 583 | $880,674,000 | +$158,617,311 | -$39,854,632 | +$118,762,679 | AAPL, JPST, DIA, TAIL, AMZN | 13F-HR | 27 Oct 2020, 17:15 |
| Q2 2020 | 535 | $740,250,000 | +$173,532,929 | -$64,945,634 | +$108,587,295 | AAPL, JPST, DIA, TAIL, SCHX | 13F-HR | 04 Aug 2020, 21:08 |
| Q1 2020 | 471 | $546,217,000 | +$84,338,271 | -$160,476,571 | -$76,138,300 | QQQ, AAPL, JPST, TLT, SCHX | 13F-HR | 07 May 2020, 16:04 |
| Q4 2019 | 555 | $727,483,000 | +$111,816,715 | -$64,409,673 | +$47,407,042 | AAPL, JPST, MOAT, SCHX, IWB | 13F-HR | 04 Feb 2020, 08:27 |
| Q3 2019 | 515 | $644,041,000 | +$61,220,391 | -$48,340,038 | +$12,880,353 | AAPL, JPST, MOAT, GLD, SCHX | 13F-HR | 13 Nov 2019, 10:09 |
| Q2 2019 | 500 | $622,005,000 | +$145,360,119 | -$67,297,169 | +$78,062,950 | SDOG, HDV, AAPL, JPST, SCHX | 13F-HR | 13 Aug 2019, 10:58 |
| Q1 2019 | 421 | $529,890,000 | +$108,802,414 | -$70,747,375 | +$38,055,039 | SDOG, SHY, HDV, BIL, AAPL | 13F-HR | 10 Apr 2019, 11:49 |
| Q4 2018 | 392 | $463,009,000 | +$107,732,649 | -$86,795,429 | +$20,937,220 | SH, BIL, SDOG, SCHX, SHY | 13F-HR | 29 Jan 2019, 17:22 |
| Q3 2018 | 408 | $482,165,000 | +$53,871,435 | -$34,617,268 | +$19,254,167 | AAPL, IJR, SCHX, SH, BIL | 13F-HR | 14 Nov 2018, 15:03 |
| Q2 2018 | 408 | $440,704,000 | +$90,437,828 | -$46,615,011 | +$43,822,817 | AAPL, IJR, SCHX, SH, VZ | 13F-HR | 06 Aug 2018, 20:14 |
| Q1 2018 | 367 | $389,723,000 | +$147,176,140 | -$58,106,337 | +$89,069,803 | SH, IJR, SCHX, AAPL, QQQ | 13F-HR | 01 May 2018, 16:53 |
| Q4 2017 | 248 | $305,185,000 | +$72,763,761 | -$30,724,617 | +$42,039,144 | FDL, HDV, IVV, QQQ, ABBV | 13F-HR | 09 Feb 2018, 16:58 |
| Q3 2017 | 219 | $252,912,000 | +$33,487,538 | -$45,046,915 | -$11,559,377 | VZ, DIV, IDV, T, ABBV | 13F-HR | 16 Oct 2017, 17:25 |
| Q2 2017 | 217 | $258,477,000 | +$31,484,411 | -$33,557,511 | -$2,073,100 | SH, DIV, VZ, IDV, T | 13F-HR | 10 Jul 2017, 17:33 |
| Q1 2017 | 209 | $256,587,000 | +$62,417,388 | -$63,603,978 | -$1,186,590 | SH, TBF, T, VZ, GE | 13F-HR | 10 Apr 2017, 15:38 |
| Q4 2016 | 207 | $250,827,000 | +$62,478,674 | -$78,397,742 | -$15,919,068 | RWM, VZ, GE, T, DIV | 13F-HR | 19 Jan 2017, 15:37 |
| Q3 2016 | 225 | $264,070,000 | +$59,372,468 | -$43,569,478 | +$15,802,990 | SH, VZ, T, GE, BCE | 13F-HR | 11 Oct 2016, 16:01 |
| Q2 2016 | 200 | $246,815,000 | +$48,536,993 | -$45,354,982 | +$3,182,011 | SH, VZ, T, GE, DOG | 13F-HR | 21 Jul 2016, 20:23 |
| Q1 2016 | 198 | $235,526,000 | +$24,329,485 | -$42,457,874 | -$18,128,389 | DOG, VZ, GE, T, ED | 13F-HR | 29 Apr 2016, 20:40 |
| Q4 2015 | 205 | $241,792,000 | +$56,863,485 | -$18,296,661 | +$38,566,824 | DOG, GE, ED, VZ, T | 13F-HR | 20 Jan 2016, 10:32 |
| Q3 2015 | 173 | $198,204,000 | +$86,093,087 | -$51,678,228 | +$34,414,859 | DOG, VZ, T, ED, GE | 13F-HR | 22 Oct 2015, 18:21 |
| Q2 2015 | 159 | $171,190,000 | +$38,538,399 | -$64,176,793 | -$25,638,394 | DOG, TBF, GE, T, VZ | 13F-HR | 14 Aug 2015, 12:25 |
| Q1 2015 | 191 | $199,431,000 | +$60,014,300 | -$48,080,435 | +$11,933,865 | DOG, TBF, VZ, GE, T | 13F-HR | 11 May 2015, 21:09 |
| Q4 2014 | 188 | $186,394,000 | +$46,319,897 | -$47,786,007 | -$1,466,110 | PSQ, REM, HE, VTR, GE | 13F-HR | 02 Feb 2015, 08:16 |
| Q3 2014 | 193 | $183,854,000 | +$58,817,630 | -$37,760,348 | +$21,057,282 | RWM, AMLP, REM, GE, VZ | Restatement | 03 Dec 2014, 12:34 |
| Q2 2014 | 197 | $166,452,000 | +$51,295,462 | -$35,313,666 | +$15,981,796 | SH, AMLP, VZ, COP, AAPL | 13F-HR | 11 Aug 2014, 09:12 |
| Q1 2014 | 194 | $146,630,000 | +$36,288,861 | -$24,555,920 | +$11,732,941 | SH, AMLP, INTC, SPY, GE | 13F-HR | 05 May 2014, 13:48 |
| Q4 2013 | 189 | $133,981,000 | $0 | $0 | $0 | BKLN, AMLP, INTC, GE, SPY | 13F-HR | 11 Feb 2014, 19:52 |