Portfolio (Quarterly)
Guide ↗
Dynamic Advisor Solutions LLC
· CIK 0001599747| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | QLTY | 2023 ETF SERIES TRUST II | — | 7,434 | $269K | 0.01% | SOLD |
| 42 | DOV | DOVER CORP | Industrials | 1,603 | $267K | 0.01% | SOLD |
| 43 | — | BLOCK INC | — | 3,695 | $267K | 0.01% | SOLD |
| 44 | AMRC | AMERESCO INC | Industrials | 7,881 | $265K | 0.01% | SOLD |
| 45 | KHC | KRAFT HEINZ CO | Consumer Defensive | 9,867 | $257K | 0.01% | SOLD |
| 46 | LH | LABCORP HOLDINGS INC | Healthcare | 872 | $250K | 0.01% | SOLD |
| 47 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 2,505 | $250K | 0.01% | SOLD |
| 48 | ITA | ISHARES TR | — | 1,181 | $247K | 0.01% | SOLD |
| 49 | — | FRANKLIN TEMPLETON ETF TR | — | 17,138 | $246K | 0.01% | SOLD |
| 50 | DFEM | DIMENSIONAL ETF TRUST | — | 7,536 | $242K | 0.01% | SOLD |
| 51 | IXUS | ISHARES TR | — | 2,862 | $236K | 0.01% | SOLD |
| 52 | SFM | SPROUTS FMRS MKT INC | Consumer Defensive | 2,111 | $230K | 0.01% | SOLD |
| 53 | — | CORPAY INC | — | 797 | $230K | 0.01% | SOLD |
| 54 | AFL | AFLAC INC | Financial Services | 2,037 | $227K | 0.01% | SOLD |
| 55 | VSS | VANGUARD INTL EQUITY INDEX F | — | 1,592 | $227K | 0.01% | SOLD |
| 56 | DISV | DIMENSIONAL ETF TRUST | — | 6,294 | $225K | 0.01% | SOLD |
| 57 | FLBL | FRANKLIN TEMPLETON ETF TR | — | 9,244 | $222K | 0.01% | SOLD |
| 58 | CLS | CELESTICA INC | Technology | 896 | $221K | 0.01% | SOLD |
| 59 | MET | METLIFE INC | Financial Services | 2,658 | $219K | 0.01% | SOLD |
| 60 | SCZ | ISHARES TR | — | 2,841 | $218K | 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%