Dynamic Advisor Solutions LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Introduction:

In the ever-evolving world of finance, it's essential for investors and financial professionals to stay updated on the latest changes in holdings. This article will provide an in-depth analysis of the Q2 2023 and Q3 2023 13F Holdings Comparison for Dynamic Advisor Solutions LLC, a prominent player in the investment industry. We'll explore the noteworthy shifts in holdings and their potential implications for the investment landscape.

Analyzing the Holdings:

1. Apple Inc (AAPL):

Dynamic Advisor Solutions LLC reduced its holdings in Apple Inc (AAPL) by 1.2% during Q3 2023, owning 423,701 shares compared to 378,431 shares in Q2 2023. The value of the holdings slightly decreased from $73,403,000 to $72,541,000.

2. Invesco QQQ Trust (QQQ):

The holdings in Invesco QQQ Trust (QQQ) witnessed a marginal decline of 0.5% during the same period. Dynamic Advisor Solutions LLC held 166,725 shares in Q3 2023, compared to 162,568 shares in Q2 2023. The value of the holdings decreased from $60,055,000 to $59,732,000.

3. Microsoft Corporation (MSFT):

Dynamic Advisor Solutions LLC increased its holdings in Microsoft Corporation (MSFT) by 1.1% during Q3 2023. The number of shares held rose from 121,771 in Q2 2023 to 132,839 in Q3 2023. The value of the holdings also increased from $41,467,000 to $41,943,000.

4. SPDR Series Trust (SPLG):

During Q3 2023, Dynamic Advisor Solutions LLC witnessed a slight decrease in holdings in SPDR Series Trust (SPLG). The number of shares owned decreased from 682,028 in Q2 2023 to 700,043 in Q3 2023, representing a 1% decline. The value of the holdings decreased from $35,540,000 to $35,184,000.

5. iShares Trust (IVV):

Dynamic Advisor Solutions LLC saw significant growth in its holdings of iShares Trust (IVV) during Q3 2023. The number of shares held rose from 21,412 in Q2 2023 to 64,699 in Q3 2023, representing an impressive 191.1% increase. The value of the holdings also skyrocketed from $9,543,000 to $27,783,000.

6. Tesla Inc (TSLA):

Dynamic Advisor Solutions LLC increased its holdings in Tesla Inc (TSLA) by 4.4% during Q3 2023. The number of shares held rose from 101,249 in Q2 2023 to 110,604 in Q3 2023. The value of the holdings increased from $26,503,000 to $27,675,000.

7. Goldman Sachs ETF Trust (GSLC):

During Q3 2023, Dynamic Advisor Solutions LLC witnessed a significant increase in its holdings in Goldman Sachs ETF Trust (GSLC). The number of shares held surged from 256,771 in Q2 2023 to 312,731 in Q3 2023, representing a remarkable 17.5% increase. The value of the holdings also saw substantial growth from $22,416,000 to $26,341,000.

8. Fidelity Merrimack Street Trust (FBND):

Dynamic Advisor Solutions LLC experienced substantial growth in its holdings of Fidelity Merrimack Street Trust (FBND) during Q3 2023. The number of shares held rose from 464,630 in Q2 2023 to 575,275 in Q3 2023, representing a significant 18.7% increase. The value of the holdings also saw a considerable rise from $21,103,000 to $25,058,000.

9. John Hancock Exchange Traded Fund Trust (JHMM):

During Q3 2023, Dynamic Advisor Solutions LLC increased its holdings in John Hancock Exchange Traded Fund Trust (JHMM) by 4.5%. The number of shares held rose from 476,692 in Q2 2023 to 522,968 in Q3 2023. The value of the holdings increased from $23,686,000 to $24,746,000.

10. Vanguard Index Funds (VTI):

Dynamic Advisor Solutions LLC witnessed a decrease in its holdings of Vanguard Index Funds (VTI) during Q3 2023. The number of shares owned decreased from 110,440 in Q2 2023 to 112,389 in Q3 2023, representing a 1.9% decline. The value of the holdings also decreased from $24,327,000 to $23,872,000.

Conclusion:

These are just a few highlights from the Q2 2023 and Q3 2023 13F Holdings Comparison for Dynamic Advisor Solutions LLC. The data shows a mix of increases and decreases in holdings across various companies and sectors. It's essential for investors and financial professionals to monitor these changes as they could provide valuable insights into market trends and investment strategies. By staying informed and adapting to the evolving landscape, investors can make informed decisions and maximize their returns in the stock market.