Portfolio (Quarterly)
Guide ↗
Dynamic Advisor Solutions LLC
· CIK 0001599747| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | DCOR | DIMENSIONAL ETF TRUST | — | 6,727 | $484K | 0.01% | SOLD |
| 22 | WDC | WESTERN DIGITAL CORP | Technology | 3,871 | $465K | 0.01% | SOLD |
| 23 | DUOL | DUOLINGO INC | Technology | 1,433 | $461K | 0.01% | SOLD |
| 24 | DFNM | DIMENSIONAL ETF TRUST | — | 9,333 | $448K | 0.01% | SOLD |
| 25 | ISPY | PROSHARES TR | — | 9,849 | $444K | 0.01% | SOLD |
| 26 | BUFD | FIRST TR EXCHNG TRADED FD VI | — | 14,856 | $411K | 0.01% | SOLD |
| 27 | VBIL | VANGUARD INSTL INDEX FD | — | 5,381 | $407K | 0.01% | SOLD |
| 28 | PTRB | PGIM ETF TR | — | 9,528 | $402K | 0.01% | SOLD |
| 29 | ROK | ROCKWELL AUTOMATION INC | Industrials | 1,015 | $355K | 0.01% | SOLD |
| 30 | GVI | ISHARES TR | — | 3,120 | $335K | 0.01% | SOLD |
| 31 | CCI | CROWN CASTLE INC | Real Estate | 3,447 | $333K | 0.01% | SOLD |
| 32 | HIMS | HIMS & HERS HEALTH INC | Healthcare | 5,668 | $321K | 0.01% | SOLD |
| 33 | SWKH | SWK HLDGS CORP | Financial Services | 21,988 | $320K | 0.01% | SOLD |
| 34 | IRM | IRON MTN INC DEL | Real Estate | 3,101 | $316K | 0.01% | SOLD |
| 35 | GPIQ | GOLDMAN SACHS ETF TR | — | 5,967 | $313K | 0.01% | SOLD |
| 36 | HL | HECLA MNG CO | Basic Materials | 24,970 | $302K | 0.01% | SOLD |
| 37 | — | INGERSOLL RAND INC | — | 3,572 | $295K | 0.01% | SOLD |
| 38 | ALAB | ASTERA LABS INC | Technology | 1,465 | $287K | 0.01% | SOLD |
| 39 | BIL | SPDR SERIES TRUST | — | 3,095 | $284K | 0.01% | SOLD |
| 40 | SMCI | SUPER MICRO COMPUTER INC | Technology | 5,687 | $273K | 0.01% | SOLD |
Sector Allocation
Technology
30.3%
Financial Services
20.1%
Consumer Cyclical
9.8%
Communication Services
8.3%
Industrials
8.3%
Healthcare
7.8%
Consumer Defensive
5.1%
Energy
3.8%
Utilities
2.9%
Real Estate
1.9%