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James Cannon

@Dynamic Advisor Solutions Llc

Latest period2024 - Q3ReportedManaged Assets$3.332BTotal holdings925
Assets growth rate4.93%Assets growth rate (2-Q avg)6.07%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Dynamic Advisor Solutions Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 925 positions.

Assets under management

The assets under management (AUM) of Dynamic Advisor Solutions Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.332B in assets, with a quarterly growth rate of 4.93% and a 2-quarter average growth rate of 6.07%. The portfolio is managed by James Cannon, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -9.42%
0.6%
$19.774M
42,963 shares@ $460.26 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -2.11%
0.6%
$19.767M
93,743 shares@ $210.87 avg price
SCHASchwab Strategic Tr
Recent Activity
Decreased -6.08%
0.59%
$19.599M
380,556 shares@ $51.51 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -1.67%
0.59%
$19.346M
243,594 shares@ $79.43 avg price
HDHome Depot Inc
Recent Activity
Decreased -1.16%
0.51%
$16.93M
41,783 shares@ $405.2 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -1.68%
0.51%
$16.919M
32,063 shares@ $527.68 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -0.7%
0.47%
$15.578M
325,552 shares@ $47.86 avg price
DGROIshares Tr
Recent Activity
Decreased -14.05%
0.45%
$14.726M
234,906 shares@ $62.69 avg price
VBVanguard Index Fds
Recent Activity
Decreased -4.14%
0.44%
$14.53M
61,256 shares@ $237.21 avg price
VOVanguard Index Fds
Recent Activity
Decreased -2.22%
0.4%
$13.091M
49,619 shares@ $263.84 avg price