AF

AdvisorNet Financial, Inc

13F
AdvisorNet Financial, Inc
Last update 2025-01-14 1968 Stocks (139 new)
Value $1.20 Bil Turnover 14 %
Countries:
Top Holdings: IVV(3.13%)AAPL(2.28%)AGG(2.13%)MSFT(2.10%)VTI(1.94%)
Portfolio Report
Summary Stock Picks Current Portfolio
AdvisorNet Financial, Inc Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
63,439
37345.190
+7.35%
3.130
+0.21%
0.010
-0.15%
-0.76%
582107.711
 
AAPL 		Apple Inc
108,764
27236.660
-6.84%
2.280
-0.14%
0.000
+0.87%
-6.94%
3508035.250
Hardware
AGG 		iShares Core U.S. Aggregate Bond ETF
262,108
25398.280
+28.02%
2.130
+0.47%
0.020
-2.63%
-1.05%
118709.373
 
MSFT 		Microsoft Corp
59,624
25131.320
-9.05%
2.100
-0.19%
0.000
-0.90%
-1.65%
3090456.894
Software
VTI 		Vanguard Total Stock Market ETF
79,929
23164.130
+1.29%
1.940
+0.02%
0.010
+0.23%
-0.59%
438547.530
 
DFIC 		Dimensional International Core Equity 2 ETF
856,218
22128.970
+6.31%
1.850
+0.11%
0.310
-6.80%
-0.77%
7131.444
 
SCHD 		Schwab US Dividend Equity ETF
783,068
21393.430
+226.33%
1.790
+1.24%
0.030
-3.27%
+0.65%
66555.747
 
JPST 		JPMorgan Ultra-Short Income ETF
418,650
21087.410
+24.27%
1.770
+0.35%
0.070
+0.96%
+0.08%
28213.449
 
DFAU 		Dimensional US Core Equity Market ETF
482,603
19540.600
+20.13%
1.640
+0.27%
0.280
+0.11%
-0.38%
7070.714
 
VUG 		Vanguard Growth ETF
45,551
18695.940
+13.22%
1.560
+0.18%
0.010
+2.97%
-1.75%
140801.743
 

AdvisorNet Financial, Inc's Historical Top Holdings Breakdowns

AdvisorNet Financial, Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GSLC 		Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF2024-12-31Sold Out
-4.67%
●
111.84 ($116.37) 120.71
$114.84
-1.31%
Sold Out
0
-546,218
SPLG 		SPDR Portfolio S&P 500 ETF2024-12-31Reduce
-4.41%
●
66.77 ($69.35) 71.52
$68.48
-1.25%
Reduce -87.31%
125,382
-862,883
SPLG 		SPDR Portfolio S&P 500 ETF2024-09-30Add
+3.17%
●
60.84 ($65.03) 67.51
$68.48
5.30%
Add 168.82%
988,265
620,633
VTIP 		Vanguard Short-Term Inflation-Protected Securities2023-12-31Reduce
-2.05%
●
46.72 ($47.37) 48.12
$48.52
2.43%
Reduce -93.26%
34,131
-472,384
AAPL 		Apple Inc2024-03-31Reduce
-1.58%
●
169 ($181.83) 195.18
$233.28
28.30%
Reduce -43.69%
112,564
-87,345
IAGG 		iShares International Aggregate Bond Fund2023-12-31Reduce
-1.55%
●
48.37 ($49.41) 51.03
$49.41
-0.01%
Reduce -99.89%
384
-346,577
AVUS 		Avantis U.S. Equity ETF2024-03-31Sold Out
-1.48%
●
79.93 ($84.45) 89.5
$97.21
15.10%
Sold Out
0
-193,867
SPTM 		SPDR Portfolio S&P 1500 Composite Stock Market ETF2023-12-31Reduce
-1.45%
●
50.31 ($54.6) 58.65
$71.05
30.13%
Reduce -99.94%
167
-300,642
VOO 		Vanguard S&P 500 ETF2024-03-31Reduce
-1.32%
●
429.43 ($457.68) 481.35
$535.29
16.96%
Reduce -69.11%
14,385
-32,182
LGLV 		SPDR SSGA US Large Cap Low Volatility Index ETF2023-12-31Reduce
-1.25%
●
130.07 ($138.1) 145.59
$165.24
19.65%
Reduce -97.69%
2,410
-102,107

AdvisorNet Financial, Inc Total Holding History ($B)

To

AdvisorNet Financial, Inc's Asset Allocation

To

AdvisorNet Financial, Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

AdvisorNet Financial, Inc's Hypothetical Growth since 2024-12-31

AdvisorNet Financial, Inc's Yearly Returns

Year Portfolio % % Excess Gain %

AdvisorNet Financial, Inc's Holdings Heat Map

Size field:

AdvisorNet Financial, Inc's Holdings Bubble Chart

AdvisorNet Financial, Inc News

  • 1

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