Dynamic Advisor Solutions LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 7, 2024
Value $
$3.31B
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 925 stock holdings with total value $3.31B as of Q3 2024. Top holdings included AAPL, QQQ, IVV, MSFT, and DFCF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 -$173M +$220M AAPL, QQQ, MSFT, IVV, DFCF 13F-HR 7/15/2024, 03:09 PM
Q1 2024 932 $2.96B +$231M -$124M +$107M AAPL, QQQ, MSFT, IVV, SPLG 13F-HR 4/12/2024, 02:15 PM
Q4 2023 897 $2.68B +$509M -$103M +$406M AAPL, QQQ, MSFT, IVV, SPLG 13F-HR 1/10/2024, 02:47 PM
Q3 2023 844 $2.12B +$333M -$66M +$267M AAPL, QQQ, MSFT, SPLG, IVV 13F-HR 10/10/2023, 09:29 PM
Q2 2023 802 $1.93B +$306M -$166M +$140M AAPL, QQQ, MSFT, SPLG, TSLA 13F-HR 8/3/2023, 12:58 PM
Q1 2023 755 $1.71B +$309M -$137M +$172M AAPL, QQQ, MSFT, JHMM, SPY 13F-HR 4/10/2023, 09:56 PM
Q4 2022 721 $1.46B +$171M -$83.1M +$87.9M AAPL, QQQ, SPY, MSFT, JPST 13F-HR 1/12/2023, 09:31 PM
Q3 2022 680 $1.31B +$178M -$78.9M +$98.8M AAPL, QQQ, SPY, JPST, MSFT 13F-HR 10/20/2022, 10:26 AM
Q2 2022 697 $1.3B +$206M -$136M +$69.7M AAPL, SPY, MSFT, QQQ, JPST 13F-HR 7/26/2022, 07:23 PM
Q1 2022 718 $1.44B +$255M -$140M +$115M AAPL, SPY, MSFT, QQQ, TSLA 13F-HR 4/11/2022, 04:48 PM
Q4 2021 715 $1.4B +$154M -$155M -$1.04M AAPL, SPY, TSLA, JPST, MSFT 13F-HR 1/25/2022, 06:19 PM
Q3 2021 733 $1.32B +$182M -$91.3M +$90.5M AAPL, JPST, SPY, QQQ, MSFT 13F-HR 10/28/2021, 03:45 PM
Q2 2021 718 $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 -$28.8M AAPL, JPST, SPY, QQQ, DIA 13F-HR 4/27/2021, 09:39 AM
Q4 2020 652 $1.07B +$190M -$81.7M +$108M AAPL, JPST, DIA, AMZN, QQQ 13F-HR 2/2/2021, 07:57 PM
Q3 2020 583 $881M +$159M -$39.9M +$119M AAPL, JPST, DIA, TAIL, AMZN 13F-HR 10/27/2020, 05:15 PM
Q2 2020 535 $740M +$174M -$64.9M +$109M AAPL, JPST, DIA, TAIL, SCHX 13F-HR 8/4/2020, 09:08 PM
Q1 2020 471 $546M +$84.3M -$160M -$76.1M QQQ, AAPL, JPST, TLT, SCHX 13F-HR 5/7/2020, 04:04 PM
Q4 2019 555 $727M +$112M -$64.4M +$47.4M AAPL, JPST, MOAT, SCHX, IWB 13F-HR 2/4/2020, 08:27 AM
Q3 2019 515 $644M +$61.2M -$48.3M +$12.9M AAPL, JPST, MOAT, GLD, SCHX 13F-HR 11/13/2019, 10:09 AM
Q2 2019 500 $622M +$145M -$67.3M +$78.1M SDOG, HDV, AAPL, JPST, SCHX 13F-HR 8/13/2019, 10:58 AM
Q1 2019 421 $530M +$109M -$70.7M +$38.1M SDOG, SHY, HDV, BIL, AAPL 13F-HR 4/10/2019, 11:49 AM
Q4 2018 392 $463M +$108M -$86.8M +$20.9M SH, BIL, SDOG, SCHX, SHY 13F-HR 1/29/2019, 05:22 PM
Q3 2018 408 $482M +$53.9M -$34.6M +$19.3M AAPL, IJR, SCHX, SH, BIL 13F-HR 11/14/2018, 03:03 PM
Q2 2018 408 $441M +$90.4M -$46.6M +$43.8M AAPL, IJR, SCHX, SH, VZ 13F-HR 8/6/2018, 08:14 PM
Q1 2018 367 $390M +$147M -$58.1M +$89.1M SH, IJR, SCHX, AAPL, QQQ 13F-HR 5/1/2018, 04:53 PM
Q4 2017 248 $305M +$72.8M -$30.7M +$42M FDL, HDV, IVV, QQQ, ABBV 13F-HR 2/9/2018, 04:58 PM
Q3 2017 219 $253M +$33.5M -$45M -$11.6M VZ, DIV, IDV, T, ABBV 13F-HR 10/16/2017, 05:25 PM
Q2 2017 217 $258M +$31.5M -$33.6M -$2.07M SH, DIV, VZ, IDV, T 13F-HR 7/10/2017, 05:33 PM
Q1 2017 209 $257M +$62.4M -$63.6M -$1.19M SH, TBF, T, VZ, GE 13F-HR 4/10/2017, 03:38 PM
Q4 2016 207 $251M +$62.5M -$78.4M -$15.9M RWM, VZ, GE, T, DIV 13F-HR 1/19/2017, 03:37 PM
Q3 2016 225 $264M +$59.4M -$43.6M +$15.8M SH, VZ, T, GE, BCE 13F-HR 10/11/2016, 04:01 PM
Q2 2016 200 $247M +$48.5M -$45.4M +$3.18M SH, VZ, T, GE, DOG 13F-HR 7/21/2016, 08:23 PM
Q1 2016 198 $236M +$24.3M -$42.5M -$18.1M DOG, VZ, GE, T, ED 13F-HR 4/29/2016, 08:40 PM
Q4 2015 205 $242M +$56.9M -$18.3M +$38.6M DOG, GE, ED, VZ, T 13F-HR 1/20/2016, 10:32 AM
Q3 2015 173 $198M +$86.1M -$51.7M +$34.4M DOG, VZ, T, ED, GE 13F-HR 10/22/2015, 06:21 PM
Q2 2015 159 $171M +$38.5M -$64.2M -$25.6M DOG, TBF, GE, T, VZ 13F-HR 8/14/2015, 12:25 PM
Q1 2015 191 $199M +$60M -$48.1M +$11.9M DOG, TBF, VZ, GE, T 13F-HR 5/11/2015, 09:09 PM
Q4 2014 188 $186M +$46.3M -$47.8M -$1.47M PSQ, REM, HE, VTR, GE 13F-HR 2/2/2015, 08:16 AM
Q3 2014 193 $184M +$58.8M -$37.8M +$21.1M RWM, AMLP, REM, GE, VZ Restatement 12/3/2014, 12:34 PM
Q2 2014 197 $166M +$51.3M -$35.3M +$16M SH, AMLP, VZ, COP, AAPL 13F-HR 8/11/2014, 09:12 AM
Q1 2014 194 $147M +$36.3M -$24.6M +$11.7M SH, AMLP, INTC, SPY, GE 13F-HR 5/5/2014, 01:48 PM
Q4 2013 189 $134M $0 $0 BKLN, AMLP, INTC, GE, SPY 13F-HR 2/11/2014, 07:52 PM