Analyzing Dynamic Advisor Solutions LLC Q4 2022 vs. Q1 2023 13F Holdings

In the world of finance, an investor always looks for new opportunities to grow their wealth. One of the most popular investment options is mutual funds. A mutual fund is an investment vehicle that pools money from many investors to purchase securities. These securities can be equity, bonds, or a mix of both.

Dynamic Advisor Solutions LLC is one such mutual fund that invests in equity and debt securities with a focus on long-term growth. Recently, Dynamic Advisor Solutions LLC released its Q4 2022 vs. Q1 2023 13F holdings, which have shown some interesting revelations for investors. In this article, we will analyze the holdings of Dynamic Advisor Solutions LLC and what changes have occurred in the last quarter.

Apple, Inc. (AAPL)

In the Q4 of 2022, Dynamic Advisor Solutions LLC held 384,146 shares in Apple Inc. With a total value of $49,912,000, it was the largest holding of the fund in Q4. However, by Q1 2023, the number of shares decreased to 375,082, which is approximately 2.4% lower than Q4. The value of these shares increased by over 23.9%, and the fund's total value in Apple Inc. rose to $61,850,000.

Invesco QQQ TR (QQQ)

The Invesco QQQ TR was the second-largest holding of Dynamic Advisor Solutions LLC in Q4 of 2022, with 151,471 shares valued at $40,333,000. By Q1 2023, the number of shares increased to 153,165, with a value of $49,155,000, which represents an increase of 21.9%.

Microsoft Corp (MSFT)

Dynamic Advisor Solutions LLC also invested heavily in Microsoft Corp, with 116,918 shares valued at $28,039,000 in Q4 of 2022. In Q1 2023, the number of shares increased to 124,552, with a total value of $35,908,000, representing a 28.1% increase.

Tesla Inc (TSLA)

Tesla, Inc. was another significant holding of Dynamic Advisor Solutions LLC. In Q4 of 2022, the fund held 97,907 shares of the company, with a total value of $12,060,000. By Q1 2023, the number of shares increased to 98,443, and the total value became $20,422,000. This increase in share value is a staggering 69.3%.

Other Significant Holdings

Other notable holdings of Dynamic Advisor Solutions LLC include Amazon.com Inc, NVIDIA Corporation, and Johnson & Johnson. In Q1 2023, the number of shares held in Amazon.com Inc. and NVIDIA Corporation increased by 34.5% and 98.8%, respectively. Johnson & Johnson had a minimal increase of 0.9%, with 36,770 shares held in Q4 of 2022, as compared to 40,646 shares held in Q1 of 2023.

Conclusion

In conclusion, the holdings of the Dynamic Advisor Solutions LLC Q4 of 2022 vs. Q1 of 2023 showed some significant changes. Although there were decreases in some holdings, like Apple Inc. and SPDR S&P 500 ETF TR. Overall, the fund's holdings have increased in value due to the increase in share prices of Amazon.com, NVIDIA Corporation, and Tesla, Inc. As always, investors should conduct thorough research before making a mutual fund investment decision.