Long-term investor
Dynamic Advisor Solutions LLC @dynamicadvisorsolutionsl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001599747).
Record
- Tracked since 2025-06-30 (446 days), 54 trades recorded
- Returns: week n/a · month n/a · 90 days +8.3% · 6 months n/a · 1 year +13.6% · all +13.6%
- Max drawdown n/a · win rate 37% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 3.2% · long · since 2025-06-30
- 78464A854 · 2.1% · long · since 2025-06-30
- NVDA · 1.7% · long · since 2025-06-30
- 381430503 · 1.4% · long · since 2025-06-30
- 316188309 · 1.4% · long · since 2025-06-30
- MSFT · 1.3% · long · since 2025-06-30
- 25434V401 · 1.3% · long · since 2025-06-30
- 808524508 · 1.3% · long · since 2025-06-30
- 46090E103 · 1.2% · long · since 2025-06-30
- AMZN · 1.1% · long · since 2025-06-30
- 808524755 · 1.1% · long · since 2025-06-30
- 808524201 · 1.1% · long · since 2025-06-30