HoldingsChannel.com
Dynamic Advisor Solutions LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
APPLE INC 69,172 -3,025 $20,312
     AAPL69,172-3,025$20,312
JP MORGAN EXCHANGE TRADED FD (JPST) 308,551 +30,698 $15,560
     JPST308,551+30,698$15,560
VANECK VECTORS ETF TRUST (MOAT) 270,885 -7,160 $14,839
     MOAT270,885-7,160$14,839
SCHWAB STRATEGIC TR 156,227 +7,281 $12,000
     SCHX156,227+7,281$12,000
ISHARES TR (IWB) 62,121 +1,829 $11,084
     IWB62,121+1,829$11,084
ISHARES TR (TIP) 92,484 +66,031 $10,781
     TIP92,484+66,031$10,781
MICROSOFT CORP 63,288 -1,126 $9,980
     MSFT63,288-1,126$9,980
ISHARES TR (IWM) 52,947 +51,085 $8,772
     IWM52,947+48,585$8,772
ISHARES TR (IJR) 103,670 +6,284 $8,693
     IJR103,670+6,284$8,693
ALPS ETF TR (SDOG) 183,317 -11,977 $8,585
     SDOG183,317-11,977$8,585
SPDR GOLD TRUST (GLD) 59,453 -30,894 $8,496
     GLD59,453-26,394$8,496
ISHARES TR (TLT) 57,907 +738 $7,845
     TLT57,907+738$7,845
VANGUARD INDEX FDS (VNQ) 79,770 +7,845 $7,402
     VNQ79,770+7,845$7,402
JPMORGAN CHASE & CO 53,012 +153 $7,390
     JPM53,012+153$7,390
INVESCO QQQ TR 34,377 +1,636 $7,309
     QQQ34,377+1,636$7,309
SHERWIN WILLIAMS CO 12,475 UNCH $7,280
     SHW12,475UNCH$7,280
VANGUARD SCOTTSDALE FDS (VCSH) 88,922 +1,957 $7,205
     VCSH88,922+1,957$7,205
ISHARES TR (HDV) 72,251 -5,718 $7,086
     HDV72,251-5,718$7,086
VANGUARD CHARLOTTE FDS (BNDX) 124,293 +97,448 $7,032
     BNDX124,293+97,448$7,032
AMAZON COM INC 3,733 +180 $6,898
     AMZN3,733+180$6,898
ISHARES GOLD TRUST (IAU) 441,159 +38,876 $6,397
     IAU441,159+38,876$6,397
SELECT SECTOR SPDR TR (XLU) 98,420 -8,611 $6,360
     XLU98,420-13,611$6,360
SPDR S&P 500 ETF TR (SPY)      $6,153
     SPY18,559+4,996$5,974
     Call53,400+53,400$422
     Put42,100+28,500$243
BERKSHIRE HATHAWAY INC DEL      $5,716
     BRK.B25,238-341$5,716
ISHARES TR (IJH) 27,036 +3,799 $5,565
     IJH27,036+3,799$5,565
DISNEY WALT CO 37,461 +3,690 $5,418
     DIS37,461+3,690$5,418
SPDR SERIES TRUST (BIL) 59,026 +1,372 $5,397
     BIL59,026+1,372$5,397
VERIZON COMMUNICATIONS INC 84,643 +987 $5,197
     VZ84,643+987$5,197
ISHARES TR (SHV) 45,277 +32,999 $5,001
     SHV45,277+32,999$5,001
VISA INC      $4,899
     V26,073+595$4,899
     Call600UNCH$0
SPDR SERIES TRUST (FLRN) 157,729 +10,570 $4,847
     FLRN157,729+10,570$4,847
SCHWAB STRATEGIC TR 95,036 -6,485 $4,797
     SCHO95,036-6,485$4,797
MASTERCARD INC 15,471 +569 $4,619
     MA15,471+569$4,619
CHEVRON CORP NEW 37,526 +2,434 $4,522
     CVX37,526+2,434$4,522
FIRST TR EXCHANGE TRADED FD (FPX) 70,396 +70,396 $4,481
     FPX70,396+70,396$4,481
COCA COLA CO 77,326 +787 $4,280
     KO77,326+787$4,280
ALPHABET INC 3,195 +218 $4,279
     GOOGL3,195+218$4,279
COSTCO WHSL CORP NEW 14,267 -15 $4,193
     COST14,267-15$4,193
AGF INVESTMENTS TRUST 181,190 +16,713 $4,013
     BTAL181,190+16,713$4,013
ALTRIA GROUP INC 77,488 +2,009 $3,867
     MO77,488+2,009$3,867
HOME DEPOT INC      $3,865
     HD17,700+1,915$3,865
     Put100+100$0
ISHARES TR (DGRO) 90,535 +5,167 $3,809
     DGRO90,535+5,167$3,809
VANGUARD INDEX FDS (VTI) 22,988 +4,397 $3,761
     VTI22,988+4,397$3,761
VANGUARD BD INDEX FD INC (BIV) 43,091 -3,784 $3,758
     BIV43,091-3,784$3,758
EXXON MOBIL CORP 52,863 +4,041 $3,689
     XOM52,863+4,041$3,689
VANGUARD INDEX FDS (VB) 21,801 -35 $3,611
     VB21,801-35$3,611
VANGUARD SCOTTSDALE FDS (VCIT) 39,228 -34 $3,583
     VCIT39,228-34$3,583
VANGUARD INDEX FDS (VOO) 11,791 -473 $3,488
     VOO11,791-473$3,488
JOHNSON & JOHNSON 23,649 -648 $3,450
     JNJ23,649-648$3,450
UNITEDHEALTH GROUP INC 11,655 -52 $3,426
     UNH11,655-52$3,426

See Full List: All Stocks Held By Dynamic Advisor Solutions LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Dynamic Advisor Solutions LLC

Size ($ in 1000's)
At 12/31/2019: $733,417
At 09/30/2019: $644,309

Dynamic Advisor Solutions LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Dynamic Advisor Solutions LLC 13F filings. Link to 13F filings: SEC filings

Dynamic Advisor Solutions LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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