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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Dynamic Advisor Solutions LLC INSTITUTION : Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC Portfolio (reported on 2020-02-04)
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
APPLE INC    (COM) AAPL 20,312,000 69,172 2.76%
JP MORGAN EXCHANGE TRADED FD    (ULTRA SHRT INC) 15,560,000 308,551 2.12%
VANECK VECTORS ETF TRUST    (MORNINGSTAR WIDE) 14,839,000 270,885 2.02%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 12,000,000 156,227 1.63%
ISHARES TR    (RUS 1000 ETF) IWB 11,084,000 62,121 1.51%
ISHARES TR    (TIPS BD ETF) TIP 10,781,000 92,484 1.46%
MICROSOFT CORP    (COM) MSFT 9,980,000 63,288 1.36%
ISHARES TR    (RUSSELL 2000 ETF) IWM 8,772,000 52,947 1.19%
ISHARES TR    (CORE S&P SCP ETF) IJR 8,693,000 103,670 1.18%
ALPS ETF TR    (SECTR DIV DOGS) SDOG 8,585,000 183,317 1.17%
SPDR GOLD TRUST    (GOLD SHS) GLD 8,496,000 59,453 1.15%
ISHARES TR    (20 YR TR BD ETF) TLT 7,845,000 57,907 1.06%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 7,402,000 79,770 1.00%
JPMORGAN CHASE & CO    (COM) JPM 7,390,000 53,012 1.00%
INVESCO QQQ TR    (UNIT SER 1) 7,309,000 34,377 0.99%
SHERWIN WILLIAMS CO    (COM) SHW 7,280,000 12,475 0.99%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 7,205,000 88,922 0.98%
ISHARES TR    (CORE HIGH DV ETF) HDV 7,086,000 72,251 0.96%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 7,032,000 124,293 0.95%
AMAZON COM INC    (COM) AMZN 6,898,000 3,733 0.94%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 6,639,000 114,059 0.90%
ISHARES GOLD TRUST    (ISHARES) IAU 6,397,000 441,159 0.87%
SELECT SECTOR SPDR TR    (SBI INT-UTILS) XLU 6,360,000 98,420 0.86%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 5,716,000 25,238 0.77%
ISHARES TR    (CORE S&P MCP ETF) IJH 5,565,000 27,036 0.75%
DISNEY WALT CO    (COM DISNEY) DIS 5,418,000 37,461 0.73%
SPDR SERIES TRUST    (SPDR BLOOMBERG) 5,397,000 59,026 0.73%
VERIZON COMMUNICATIONS INC    (COM) VZ 5,197,000 84,643 0.70%
ISHARES TR    (SHORT TREAS BD) SHV 5,001,000 45,277 0.68%
VISA INC    (COM CL A) V 4,899,000 26,673 0.66%
SPDR SERIES TRUST    (BLOMBERG BRC INV) FLRN 4,847,000 157,729 0.66%
SCHWAB STRATEGIC TR    (SHT TM US TRES) SCHO 4,797,000 95,036 0.65%
MASTERCARD INC    (CL A) MA 4,619,000 15,471 0.62%
CHEVRON CORP NEW    (COM) CVX 4,522,000 37,526 0.61%
FIRST TR EXCHANGE TRADED FD    (US EQTY OPPT ETF) FPX 4,481,000 70,396 0.61%
COCA COLA CO    (COM) KO 4,280,000 77,326 0.58%
ALPHABET INC    (CAP STK CL A) GOOGL 4,279,000 3,195 0.58%
COSTCO WHSL CORP NEW    (COM) COST 4,193,000 14,267 0.57%
AGF INVESTMENTS TRUST    (AGFIQ US MK ANTI) 4,013,000 181,190 0.54%
ALTRIA GROUP INC    (COM) MO 3,867,000 77,488 0.52%
HOME DEPOT INC    (COM) HD 3,865,000 17,800 0.52%
ISHARES TR    (CORE DIV GRWTH) DGRO 3,809,000 90,535 0.51%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 3,761,000 22,988 0.51%
VANGUARD BD INDEX FD INC    (INTERMED TERM) BIV 3,758,000 43,091 0.51%
EXXON MOBIL CORP    (COM) XOM 3,689,000 52,863 0.50%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 3,611,000 21,801 0.49%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 3,583,000 39,228 0.48%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 3,488,000 11,791 0.47%
JOHNSON & JOHNSON    (COM) JNJ 3,450,000 23,649 0.47%
UNITEDHEALTH GROUP INC    (COM) UNH 3,426,000 11,655 0.46%
ISHARES TR    (CORE S&P500 ETF) IVV 3,351,000 10,368 0.45%
ISHARES INC    (MSCI CDA ETF) EWC 3,340,000 111,736 0.45%
PROCTER & GAMBLE CO    (COM) PG 3,307,000 26,479 0.45%
ISHARES INC    (MSCI ITALY ETF) 3,218,000 109,093 0.43%
ISHARES TR    (FLTG RATE NT ETF) FLOT 3,191,000 62,658 0.43%
BOEING CO    (COM) BA 3,172,000 12,000 0.43%
ISHARES TR    (PFD AND INCM SEC) PFF 3,169,000 84,312 0.43%
UNITED TECHNOLOGIES CORP    (COM) UTX 3,156,000 21,072 0.43%
SELECT SECTOR SPDR TR    (ENERGY) XLE 3,149,000 52,456 0.42%
AT&T INC    (COM) T 3,128,000 80,038 0.42%
INTEL CORP    (COM) INTC 3,095,000 51,715 0.42%
INVESCO ACTIVELY MANAGD ETF    (ULTRA SHRT DUR) 3,088,000 61,288 0.42%
HONEYWELL INTL INC    (COM) HON 3,007,000 16,989 0.40%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 2,992,000 14,211 0.40%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 2,928,000 66,464 0.39%
EVERSOURCE ENERGY    (COM) ES 2,820,000 33,145 0.38%
CISCO SYS INC    (COM) CSCO 2,813,000 58,652 0.38%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 2,809,000 83,538 0.38%
NETFLIX INC    (COM) NFLX 2,609,000 8,064 0.35%
VANGUARD STAR FD    (VG TL INTL STK F) VXUS 2,549,000 45,777 0.34%
BANK AMER CORP    (COM) BAC 2,544,000 72,244 0.34%
SPDR SERIES TRUST    (S&P DIVID ETF) SDY 2,540,000 23,617 0.34%
ABBOTT LABS    (COM) ABT 2,531,000 29,141 0.34%
CVS HEALTH CORP    (COM) CVS 2,504,000 33,708 0.34%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 2,479,000 68,794 0.33%
MERCK & CO INC    (COM) MRK 2,444,000 26,872 0.33%
ABBVIE INC    (COM) ABBV 2,438,000 27,537 0.33%
INVESCO ACTIVELY MANAGD ETF    (OPTIMUM YIELD) 2,428,000 146,594 0.33%
ISHARES INC    (MIN VOL GBL ETF) ACWV 2,408,000 25,127 0.32%
SCHWAB STRATEGIC TR    (US LCAP VA ETF) SCHV 2,401,000 39,938 0.32%
ISHARES TR    (CORE US AGGBD ET) AGG 2,336,000 20,786 0.31%
ISHARES TR    (INTRM TR CRP ETF) CIU 2,299,000 39,655 0.31%
FACEBOOK INC    (CL A) FB 2,290,000 11,157 0.31%
FIRST TR EXCHANGE TRADED FD    (NASD TECH DIV) TDIV 2,270,000 52,636 0.30%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 2,255,000 24,269 0.30%
LOCKHEED MARTIN CORP    (COM) LMT 2,254,000 5,790 0.30%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 2,242,000 19,372 0.30%
ISHARES INC    (MSCI GERMANY ETF) EWG 2,207,000 75,078 0.30%
VANGUARD INDEX FDS    (MID CAP ETF) VO 2,186,000 12,266 0.29%
XCEL ENERGY INC    (COM) XEL 2,173,000 34,221 0.29%
STARBUCKS CORP    (COM) SBUX 2,172,000 24,701 0.29%
VANGUARD GROUP    (DIV APP ETF) VIG 2,135,000 17,127 0.29%
ADOBE INC    (COM) ADBE 2,117,000 6,420 0.28%
WISDOMTREE TR    (US MIDCAP DIVID) DON 2,116,000 55,629 0.28%
ISHARES TR    (MSCI EAFE ETF) EFA 2,105,000 30,314 0.28%
ISHARES TR    (IBOXX HI YD ETF) HYG 2,104,000 23,930 0.28%
ALPHABET INC    (CAP STK CL C) GOOG 2,091,000 1,564 0.28%
PACCAR INC    (COM) PCAR 2,045,000 25,856 0.27%
INTUIT    (COM) INTU 1,999,000 7,630 0.27%
ISHARES TR    (SELECT DIVID ETF) DVY 1,942,000 18,376 0.26%
BRISTOL MYERS SQUIBB CO    (COM) BMY 1,942,000 30,247 0.26%
FLEXSHARES TR    (MORNSTAR UPSTR) GUNR 1,935,000 57,708 0.26%
ISHARES TR    (CORE MSCI EAFE) IEFA 1,861,000 28,519 0.25%
SALESFORCE COM INC    (COM) CRM 1,826,000 11,230 0.24%
ISHARES TR    (CORE INTL AGGR) 1,819,000 33,208 0.24%
UNION PACIFIC CORP    (COM) UNP 1,792,000 9,911 0.24%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 1,789,000 40,231 0.24%
ISHARES TR    (ESG 1 5 YR USD) 1,756,000 69,061 0.23%
FIRST TR EXCHANGE TRADED FD    (MULTI ASSET DI) MDIV 1,747,000 92,959 0.23%
MCDONALDS CORP    (COM) MCD 1,743,000 8,818 0.23%
DBX ETF TR    (XTRACK MSCI EAFE) DBEF 1,706,000 50,508 0.23%
PFIZER INC    (COM) PFE 1,698,000 43,334 0.23%
BLACKROCK INC    (COM) BLK 1,696,000 3,374 0.23%
NORTHROP GRUMMAN CORP    (COM) NOC 1,680,000 4,885 0.22%
ZOETIS INC    (CL A) ZTS 1,677,000 12,672 0.22%
ISHARES TR    (MSCI MIN VOL ETF) USMV 1,670,000 25,461 0.22%
PROSHARES TR    (S&P 500 DV ARIST) NOBL 1,605,000 21,236 0.21%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 1,594,000 21,386 0.21%
DBX ETF TR    (XTRACK MSCI ALL) DBAW 1,569,000 54,251 0.21%
NVIDIA CORP    (COM) NVDA 1,563,000 6,643 0.21%
ISHARES TR    (U.S. TECH ETF) IYW 1,544,000 6,637 0.21%
PIMCO ETF TR    (ACTIVE BD ETF) BOND 1,528,000 14,171 0.20%
AMERICAN TOWER CORP NEW    (COM) AMT 1,528,000 6,648 0.20%
WISDOMTREE TR    (US HIGH DIVIDEND) DHS 1,508,000 19,627 0.20%
PEPSICO INC    (COM) PEP 1,502,000 10,990 0.20%
CONSTELLATION BRANDS INC    (CL A) STZ 1,490,000 7,854 0.20%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 1,480,000 16,145 0.20%
WELLS FARGO CO NEW    (COM) WFC 1,471,000 27,345 0.20%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 1,460,000 47,444 0.19%
SOUTHERN CO    (COM) SO 1,455,000 22,835 0.19%
PHILIP MORRIS INTL INC    (COM) PM 1,454,000 17,087 0.19%
WISDOMTREE TR    (US QTLY DIV GRT) DGRW 1,452,000 29,950 0.19%
INVESCO EXCHANGE TRADED FD T    (S&P500 QUALITY) 1,440,000 39,373 0.19%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 1,434,000 11,433 0.19%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 1,433,000 4,410 0.19%
ISHARES TR    (YLD OPTIM BD) BYLD 1,431,000 55,772 0.19%
ISHARES TR    (MSCI AC ASIA ETF) 1,423,000 19,361 0.19%
SPDR SERIES TRUST    (S&P BK ETF) KBE 1,418,000 29,982 0.19%
CROWN CASTLE INTL CORP NEW    (COM) CCI 1,413,000 9,942 0.19%
ISHARES INC    (CORE MSCI EMKT) IEMG 1,397,000 25,994 0.19%
SPDR DOW JONES INDL AVRG ETF    (UT SER 1) DIA 1,396,000 4,895 0.19%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 1,394,000 7,271 0.19%
CROWDSTRIKE HLDGS INC    (CL A) 1,376,000 27,583 0.18%
PROSHARES TR    (PSHS SHORT DOW30) 1,360,000 27,579 0.18%
VANECK VECTORS ETF TRUST    (SEMICONDUCTOR ET) 1,339,000 9,472 0.18%
ISHARES TR    (JPMORGAN USD EMG) EMB 1,338,000 11,677 0.18%
PAYPAL HLDGS INC    (COM) PYPL 1,334,000 12,332 0.18%
EDWARDS LIFESCIENCES CORP    (COM) EW 1,324,000 5,677 0.18%
WALMART INC    (COM) WMT 1,314,000 11,059 0.17%
SPDR INDEX SHS FDS    (PORTFOLIO EMG MK) GMM 1,305,000 34,719 0.17%
INVESCO EXCHANGE TRADED FD T    (NASDAQ INTERNT) 1,301,000 9,203 0.17%
ISHARES TR    (MBS ETF) MBB 1,287,000 11,908 0.17%
ISHARES TR    (U.S. UTILITS ETF) IDU 1,276,000 7,874 0.17%
NIKE INC    (CL B) NKE 1,254,000 12,374 0.17%
SELECT SECTOR SPDR TR    (SBI INT-INDS) XLI 1,247,000 15,309 0.17%
RAYTHEON CO    (COM NEW) RTN 1,210,000 5,506 0.16%
INVESCO EXCHNG TRADED FD TR    (S&P500 LOW VOL) 1,210,000 20,746 0.16%
MCCORMICK & CO INC    (COM NON VTG) MKC 1,204,000 7,092 0.16%
AMGEN INC    (COM) AMGN 1,197,000 4,967 0.16%
ISHARES TR    (US TREAS BD ETF) GOVT 1,196,000 46,125 0.16%
ISHARES TR    (S&P 500 GRWT ETF) IVW 1,194,000 6,166 0.16%
GLACIER BANCORP INC NEW    (COM) GBCI 1,182,000 25,699 0.16%
JOHN HANCOCK ETF TRUST    (MULTIFACTOR MI) 1,179,000 30,104 0.16%
ISHARES TR    (SH TR CRPORT ETF) CSJ 1,168,000 21,787 0.15%
ECOLAB INC    (COM) ECL 1,167,000 6,046 0.15%
ISHARES US ETF TR    (SHT MAT BD ETF) NEAR 1,130,000 22,492 0.15%
BARCLAYS BK PLC    (IPATH B SHRT TRM) 1,128,000 74,636 0.15%
ISHARES INC    (MSCI JPN ETF NEW) 1,119,000 18,889 0.15%
DBX ETF TR    (XTRACK USD HIGH) 1,113,000 22,100 0.15%
TARGET CORP    (COM) TGT 1,095,000 8,540 0.14%
WILLIAMS COS INC DEL    (COM) WMB 1,093,000 46,086 0.14%
TEXAS INSTRS INC    (COM) TXN 1,084,000 8,450 0.14%
VANGUARD BD INDEX FD INC    (SHORT TRM BOND) BSV 1,082,000 13,428 0.14%
DEERE & CO    (COM) DE 1,073,000 6,194 0.14%
EXCHANGE TRADED CONCEPTS TR    (ROBO GLB ETF) ROBO 1,072,000 25,535 0.14%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 1,066,000 13,864 0.14%
SCHWAB STRATEGIC TR    (SCHWAB FDT US SC) FNDA 1,065,000 26,462 0.14%
GILEAD SCIENCES INC    (COM) GILD 1,063,000 16,356 0.14%
VANGUARD WHITEHALL FDS INC    (HIGH DIV YLD) VYM 1,062,000 11,332 0.14%
KRAFT HEINZ CO    (COM) KHC 1,061,000 33,011 0.14%
LAS VEGAS SANDS CORP    (COM) LVS 1,060,000 15,353 0.14%
CORNING INC    (COM) GLW 1,057,000 36,323 0.14%
CONSOLIDATED EDISON INC    (COM) ED 1,037,000 11,464 0.14%
ISHARES TR    (MODERT ALLOC ETF) 1,033,000 25,740 0.14%
INTUITIVE SURGICAL INC    (COM NEW) ISRG 1,029,000 1,741 0.14%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 1,022,000 5,991 0.13%
EAGLE MATERIALS INC    (COM) EXP 1,021,000 11,264 0.13%
ISHARES TR    (IBOXX INV CP ETF) LQD 1,017,000 7,950 0.13%
TAIWAN SEMICONDUCTOR MFG LTD    (SPONSORED ADS) TSM 1,008,000 17,354 0.13%
SCHWAB STRATEGIC TR    (SCHWB FDT INT SC) FNDC 1,008,000 30,322 0.13%
ISHARES TR    (RUS 1000 GRW ETF) IWF 997,000 5,669 0.13%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 996,000 9,781 0.13%
PROSHARES TR    (S&P MDCP 400 DIV) 994,000 16,513 0.13%
ISHARES TR    (S&P 100 ETF) OEF 986,000 6,842 0.13%
EMERSON ELEC CO    (COM) EMR 976,000 12,801 0.13%
TJX COS INC NEW    (COM) TJX 961,000 15,746 0.13%
WASTE MGMT INC DEL    (COM) WMI 942,000 8,267 0.12%
NORFOLK SOUTHERN CORP    (COM) NSC 930,000 4,789 0.12%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 923,000 17,176 0.12%
LOWES COS INC    (COM) LOW 918,000 7,666 0.12%
1 2 3 Next >Full Portfolio View
Total Value As 2019-12-31: 733,417,000 SEC FILING
* Portfolios do not reflect changes after reporting
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