
DYNAMIC ADVISOR SOLUTIONS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | BK | 24K | $2.60M |
![]() | MCHP | 24K | $1.53M |
![]() | CAT | 24K | $11.37M |
![]() | UPS | 24K | $1.98M |
![]() | PM | 23K | $3.78M |
![]() | TTD | 23K | $1.14M |
![]() | CRNT | 23K | $53.59K |
![]() | GE | 23K | $6.80M |
![]() | EVRG | 22K | $1.69M |
![]() | SWKH | 22K | $319.93K |
![]() | GLW | 22K | $1.79M |
![]() | BOSC | 22K | $103.22K |
![]() | AMGN | 22K | $6.09M |
![]() | BNS | 22K | $1.39M |
![]() | LKQ | 22K | $656.61K |
![]() | HAIN | 20K | $232 |
![]() | AMD | 20K | $3.22M |
![]() | NVS | 20K | $2.55M |
![]() | CRM | 19K | $4.62M |
![]() | WM | 19K | $4.20M |

The Bank of New York Mellon Corporation
BK
Shares Held
24K
Value
$2.60M

Microchip Technology Incorporated
MCHP
Shares Held
24K
Value
$1.53M

Caterpillar Inc.
CAT
Shares Held
24K
Value
$11.37M

United Parcel Service, Inc.
UPS
Shares Held
24K
Value
$1.98M

Philip Morris International Inc.
PM
Shares Held
23K
Value
$3.78M

The Trade Desk, Inc.
TTD
Shares Held
23K
Value
$1.14M

Ceragon Networks Ltd.
CRNT
Shares Held
23K
Value
$53.59K

GE Aerospace
GE
Shares Held
23K
Value
$6.80M

Evergy, Inc.
EVRG
Shares Held
22K
Value
$1.69M

SWK Holdings Corporation
SWKH
Shares Held
22K
Value
$319.93K

Corning Incorporated
GLW
Shares Held
22K
Value
$1.79M

B.O.S. Better Online Solutions Ltd.
BOSC
Shares Held
22K
Value
$103.22K

Amgen Inc.
AMGN
Shares Held
22K
Value
$6.09M

The Bank of Nova Scotia
BNS
Shares Held
22K
Value
$1.39M

LKQ Corporation
LKQ
Shares Held
22K
Value
$656.61K

The Hain Celestial Group, Inc.
HAIN
Shares Held
20K
Value
$232

Advanced Micro Devices, Inc.
AMD
Shares Held
20K
Value
$3.22M

Novartis AG
NVS
Shares Held
20K
Value
$2.55M

Salesforce, Inc.
CRM
Shares Held
19K
Value
$4.62M

Waste Management, Inc.
WM
Shares Held
19K
Value
$4.20M
