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Dynamic Advisor Solutions LLC

Q2 2019 Holdings

Filed 2019-08-13 | 529 holdings | $19.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares TR(SHV)SHORT TREAS BD464288679$1.4K12,4900.0%
Southern Co(SO)COM842587107$1.4K25,1300.0%
Ishares TR(EMB)JPMORGAN USD EMG464288281$1.4K12,5370.0%
American Tower Corp New(AMT)COM03027X100$1.4K6,9930.0%
Proshares TR(NOBL)S&P 500 DV ARIST74348A467$1.4K20,6710.0%
First TR Exchange Traded FD(MDIV)MULTI ASSET DI33738R100$1.4K77,9250.0%
Intuit(INTU)COM461202103$1.5K5,6130.0%
Vanguard Index FDS(VO)MID CAP ETF922908629$1.5K8,9890.0%
Invesco Exchange Traded FD T(RSP)S&P500 EQL WGT46137V357$1.5K14,1890.0%
Select Sector Spdr TR(XLK)TECHNOLOGY81369Y803$1.6K20,0760.0%
Vanguard Charlotte FDS(BNDX)INTL BD IDX ETF92203J407$1.6K27,4270.0%
Ishares TR(IVV)CORE S&P500 ETF464287200$1.6K5,3700.0%
Nvidia Corp(NVDA)COM67066G104$1.6K9,7510.0%
CVS Health Corp(CVS)COM126650100$1.6K29,5740.0%
Ishares TR(EFAV)MIN VOL EAFE ETF46429B689$1.6K22,2490.0%
Flexshares TR(GUNR)MORNSTAR UPSTR33939L407$1.6K49,5300.0%
Wells Fargo Co New(WFC)COM949746101$1.6K34,6310.0%
Zoetis Inc(ZTS)CL A98978V103$1.6K14,4760.0%
Wisdomtree TR(DGRW)US QTLY DIV GRT97717X669$1.7K37,8700.0%
Starbucks Corp(SBUX)COM855244109$1.7K20,2380.0%
Vanguard Group(VIG)DIV APP ETF921908844$1.7K15,1010.0%
Ishares TR(EFA)MSCI EAFE ETF464287465$1.7K26,6100.0%
Bristol Myers Squibb Co(BMY)COM110122108$1.8K39,9130.0%
Mcdonalds Corp(MCD)COM580135101$1.8K8,7690.0%
Merck & Co Inc(MRK)COM58933Y105$1.8K21,9620.0%
Select Sector Spdr TR(XLF)SBI INT-FINL81369Y605$1.8K67,0070.0%
Paccar Inc(PCAR)COM693718108$1.9K25,8900.0%
Union Pacific Corp(UNP)COM907818108$1.9K11,1750.0%
Facebook Inc(META)CL A30303M102$1.9K9,9900.0%
Ishares Inc(ACWV)MIN VOL GBL ETF464286525$1.9K20,9370.0%
Select Sector Spdr TR(XLV)SBI HEALTHCARE81369Y209$1.9K21,0140.0%
Schwab Strategic TR(SCHG)US LCAP GR ETF808524300$2.0K24,0570.0%
Lockheed Martin Corp(LMT)COM539830109$2.0K5,5740.0%
Xcel Energy Inc(XEL)COM98389B100$2.0K34,2080.0%
First TR Exchange Traded FD(FTCS)CAP STRENGTH ETF33733E104$2.0K36,0780.0%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$2.0K48,1820.0%
Schwab Strategic TR(SCHV)US LCAP VA ETF808524409$2.1K37,7250.0%
Ishares TR(HYG)IBOXX HI YD ETF464288513$2.1K24,5770.0%
Spdr Series Trust(SDY)S&P DIVID ETF78464A763$2.2K21,6960.0%
Alphabet Inc(GOOG)CAP STK CL C02079K107$2.2K2,0370.0%
Schwab Strategic TR(SCHF)INTL EQTY ETF808524805$2.2K69,7670.0%
Bank Amer Corp(BAC)COM060505104$2.4K82,5750.0%
Eversource Energy(ES)COM30040W108$2.4K32,1420.0%
Select Sector Spdr TR(XLP)SBI CONS STPLS81369Y308$2.5K42,2150.0%
United Technologies Corp(UTXZ)COM913017109$2.5K18,8300.0%
Abbott Labs(ABT)COM002824100$2.5K29,4040.0%
Boeing Co(BA)COM097023105$2.5K6,7990.0%
Pfizer Inc(PFE)COM717081103$2.6K61,0980.0%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$2.7K17,7810.0%
Ishares TR(DGRO)CORE DIV GRWTH46434V621$2.7K70,2540.0%
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