Back to Dynamic Advisor Solutions LLC

Dynamic Advisor Solutions LLC

All holdings · as of Dec 31, 2025

932 positions

CompanyClassValueShares% of portfolio
HONEYWELL INTERNATIONAL INC$4.74M24,2990.2%
FIRST TR EXCHANGE-TRADED FD$4.69M122,4730.2%
O REILLY AUTOMOTIVE INC$4.68M51,2750.2%
iShares MSCI UAE ETF$4.67M202,7810.1%
Salesforce Inc$4.60M17,3550.1%
MCDONALD'S CORP$4.57M14,9470.1%
KLA CORP$4.55M3,7440.1%
ISHARES SILVER TR$4.52M70,2350.1%
SPDR SERIES TRUST$4.46M43,0020.1%
LOCKHEED MARTIN CORP$4.41M9,1260.1%
CAPITAL GROUP CORE EQUITY ET$4.41M109,5340.1%
UNITEDHEALTH GROUP INC$4.40M13,3170.1%
ALPS ETF TR$4.35M71,9590.1%
ROPER TECHNOLOGIES INC$4.34M9,7550.1%
DIMENSIONAL ETF TRUST$4.34M85,5940.1%
Merck & Co., Inc.$4.32M41,0800.1%
SELECT SECTOR SPDR TR$4.24M27,3290.1%
DBX ETF TR$4.23M88,0120.1%
VANGUARD INTL EQUITY INDEX F$4.22M46,7260.1%
THE GOLDMAN SACHS GROUP, INC.$4.22M4,8030.1%
PUBLIC SERVICE ENTERPRISE GROUP INC$4.18M52,0860.1%
Intuitive Surgical Inc$4.16M7,3420.1%
HORTON D R INC /DE$4.15M28,8300.1%
BlackRock ETF Trust - iShares International Country Rotation Active ETF$4.10M67,4740.1%
ADVANCED MICRO DEVICES INC$4.10M19,1270.1%
WASTE MANAGEMENT INC$4.07M18,5040.1%
ADOBE INC.$4.03M11,5170.1%
SELECT SECTOR SPDR TR$3.99M25,8070.1%
Walt Disney Co$3.95M34,7300.1%
PAYCHEX INC$3.95M35,2130.1%
Union Pacific Corp$3.93M16,9940.1%
CAPITAL GROUP DIVIDEND VALUE$3.88M88,8190.1%
WISDOMTREE TR$3.83M82,7930.1%
INVESCO EXCH TRD SLF IDX FD$3.82M62,4690.1%
ISHARES TR$3.81M38,1830.1%
UNILEVER PLC$3.76M57,5020.1%
ABBOTT LABORATORIES$3.74M29,8850.1%
VERIZON COMMUNICATIONS INC$3.73M91,4930.1%
BLACKROCK CORE BOND TRUSTBHKClosed-End Fund$3.67M382,3050.1%
Duke Energy Corp$3.60M30,6760.1%
PIMCO CORPORATE & INCOME OPPORTUNITY FUNDPTYClosed-End Fund$3.60M278,7020.1%
CAPITAL GRP FIXED INCM ETF T$3.59M135,1990.1%
Waters Corp$3.58M9,4220.1%
VANGUARD INDEX FDS$3.55M12,7240.1%
SELECT SECTOR SPDR TR$3.50M78,2040.1%
BONDBLOXX ETF TRUST$3.46M69,5360.1%
iShares MSCI UAE ETF$3.45M32,3170.1%
Eaton Corp plc$3.44M10,8160.1%
ISHARES TR$3.44M35,8520.1%
AMERICAN CENTY ETF TR$3.37M43,7580.1%
← PrevPage 4 of 19Next →