CIK 1599747
Dynamic Advisor Solutions LLC
Institutional 13F holdings & portfolio
Holdings
932
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 932
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HON | HONEYWELL INTL INC | 24K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 122K | $1M+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 51K | $1M+ | SH |
| GOVT | ISHARES TR | 203K | $1M+ | SH |
| CRM | SALESFORCE INC | 17K | $1M+ | SH |
| MCD | MCDONALDS CORP | 15K | $1M+ | SH |
| KLAC | KLA CORP | 4K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 70K | $1M+ | SH |
| XME | SPDR SERIES TRUST | 43K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 9K | $1M+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 110K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 13K | $1M+ | SH |
| SDOG | ALPS ETF TR | 72K | $1M+ | SH |
| ROP | ROPER TECHNOLOGIES INC | 10K | $1M+ | SH |
| DUSB | DIMENSIONAL ETF TRUST | 86K | $1M+ | SH |
| MRK | MERCK & CO INC | 41K | $1M+ | SH |
| XLI | SELECT SECTOR SPDR TR | 27K | $1M+ | SH |
| DBEF | DBX ETF TR | 88K | $1M+ | SH |
| VPL | VANGUARD INTL EQUITY INDEX F | 47K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 5K | $1M+ | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 52K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 7K | $1M+ | SH |
| DHI | D R HORTON INC | 29K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 67K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 19K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 19K | $1M+ | SH |
| ADBE | ADOBE INC | 12K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 26K | $1M+ | SH |
| DIS | DISNEY WALT CO | 35K | $1M+ | SH |
| PAYX | PAYCHEX INC | 35K | $1M+ | SH |
| UNP | UNION PAC CORP | 17K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 89K | $1M+ | SH |
| EPI | WISDOMTREE TR | 83K | $1M+ | SH |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 62K | $1M+ | SH |
| AGG | ISHARES TR | 38K | $1M+ | SH |
| UL | UNILEVER PLC | 58K | $1M+ | SH |
| ABT | ABBOTT LABS | 30K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 91K | $1M+ | SH |
| BHK | BLACKROCK CORE BD TR | 382K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 31K | $1M+ | SH |
| PTY | PIMCO CORPORATE & INCOME OPP | 279K | $1M+ | SH |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 135K | $1M+ | SH |
| WAT | WATERS CORP | 9K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 13K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 78K | $1M+ | SH |
| XTRE | BONDBLOXX ETF TRUST | 70K | $1M+ | SH |
| SUB | ISHARES TR | 32K | $1M+ | SH |
| ETN | EATON CORP PLC | 11K | $1M+ | SH |
| EFA | ISHARES TR | 36K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 44K | $1M+ | SH |