DYNAMIC ADVISOR SOLUTIONS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CSX | 40K | $1.41M |
 | SHW | 39K | $13.61M |
 | DIS | 39K | $4.47M |
 | META | 39K | $28.63M |
 | BRK-B | 39K | $19.44M |
 | AVTR | 37K | $459.78K |
 | RTX | 37K | $6.16M |
 | CVS | 36K | $2.73M |
 | CTRA | 36K | $852.17K |
 | DLR | 36K | $6.20M |
 | V | 35K | $12.10M |
 | TRI | 35K | $5.45M |
 | NEE | 35K | $2.61M |
 | PANW | 34K | $6.99M |
 | PAYX | 34K | $4.33M |
 | MS | 34K | $5.39M |
 | BBAI | 34K | $219.91K |
 | DUK | 32K | $4.02M |
 | VNT | 32K | $1.33M |
 | PG | 32K | $4.85M |
CSX Corporation
CSX
Shares Held
40K
Value
$1.41M
The Sherwin-Williams Company
SHW
Shares Held
39K
Value
$13.61M
The Walt Disney Company
DIS
Shares Held
39K
Value
$4.47M
Meta Platforms, Inc.
META
Shares Held
39K
Value
$28.63M
Berkshire Hathaway Inc.
BRK-B
Shares Held
39K
Value
$19.44M
Avantor, Inc.
AVTR
Shares Held
37K
Value
$459.78K
RTX Corporation
RTX
Shares Held
37K
Value
$6.16M
CVS Health Corporation
CVS
Shares Held
36K
Value
$2.73M
Coterra Energy Inc.
CTRA
Shares Held
36K
Value
$852.17K
Digital Realty Trust, Inc.
DLR
Shares Held
36K
Value
$6.20M
Visa Inc.
V
Shares Held
35K
Value
$12.10M
Thomson Reuters Corporation
TRI
Shares Held
35K
Value
$5.45M
NextEra Energy, Inc.
NEE
Shares Held
35K
Value
$2.61M
Palo Alto Networks, Inc.
PANW
Shares Held
34K
Value
$6.99M
Paychex, Inc.
PAYX
Shares Held
34K
Value
$4.33M
Morgan Stanley
MS
Shares Held
34K
Value
$5.39M
BigBear.ai Holdings, Inc.
BBAI
Shares Held
34K
Value
$219.91K
Duke Energy Corporation
DUK
Shares Held
32K
Value
$4.02M
Vontier Corporation
VNT
Shares Held
32K
Value
$1.33M
The Procter & Gamble Company
PG
Shares Held
32K
Value
$4.85M