13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001409362
Total reported value
$2.2B
$2.2B
2066 檔
7.2%
According to the latest 13F quarterly dataset, AdvisorNet Financial, Inc managed an equity portfolio of $2.2B at the end of Q2 2024, spanning 2066 distinct U.S. exchange-listed positions.
During Q2 2024, AdvisorNet Financial, Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 2066 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 5.32% | — | -0.51% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.48% | -0.16% | -0.24% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.27% | +0.26% | +13.48% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.15% | +0.17% | -1.16% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.14% | +0.08% | -14.37% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.95% | +0.04% | -1.74% | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 1.88% | -0.14% | +2.78% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.50% | -0.05% | +9.40% | |
| 9 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.42% | +0.02% | +17.09% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.41% | +0.01% | +900.39% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.38% | -0.19% | +18.17% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.27% | +0.01% | +0.91% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 1.25% | +0.23% | +2.48% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.22% | -0.20% | +36.21% | |
| 15 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.21% | -0.28% | -1.19% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.10% | — | +7.16% | |
| 17 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.06% | -0.05% | +0.05% | |
| 18 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.03% | +0.07% | +1.83% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.99% | +0.06% | -17.86% | |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.93% | -0.07% | +4.67% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.90% | -0.45% | EXIT | |
| 22 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.87% | +0.08% | +5.44% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.83% | +0.13% | +3.10% | |
| 24 | CGXU | Cap Group Intl Focus | ETF-Other | 0.82% | +0.10% | +4.24% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.78% | +0.19% | +4.27% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.77% | +0.01% | +4.25% | |
| 27 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.68% | -0.13% | -11.94% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | +0.04% | +4.50% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.68% | -0.01% | +112.33% | |
| 30 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.66% | +0.01% | +4.86% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | -0.07% | -0.74% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.61% | -0.01% | +633.73% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | +0.01% | -1.37% | |
| 34 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.56% | -0.03% | +0.19% | |
| 35 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.54% | +0.01% | +16.84% | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.54% | +0.05% | -3.54% | |
| 37 | IQLT | Ishares Msci International Q | ETF-Other | 0.54% | -0.01% | -3.82% | |
| 38 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.52% | +0.02% | -1.49% | |
| 39 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.52% | -0.01% | +10.69% | |
| 40 | CARR | Carrier Global CORP | Stock-Industrials | 0.51% | +0.03% | +0.09% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.51% | -0.09% | +3.08% | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.48% | -0.05% | +6.52% | |
| 43 | UITB | Victoryshares Core Intermedi | ETF-Other | 0.46% | -0.01% | +19.21% | |
| 44 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.45% | -0.05% | +9.80% | |
| 45 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.45% | -0.01% | +3.20% | |
| 46 | CSX | Csx CORP | Stock-Industrials | 0.45% | — | +1.94% | |
| 47 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.44% | +0.10% | +68.79% | |
| 48 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.43% | -0.01% | +20.10% | |
| 49 | IDV | Ishares International Select | ETF-Other | 0.43% | -0.12% | +4.56% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.43% | -0.35% | +78.58% |
According to official SEC Form 13F filings, AdvisorNet Financial, Inc reported a total U.S. public equity portfolio value of $2.2B across 2066 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GSLC, MSFT, IVV) accounted for 7.2% of total reported equity market value during Q2 2024.
During Q2 2024, AdvisorNet Financial, Inc's top holdings by market value included GSLC (5.3%)、MSFT (2.5%)、IVV (2.3%). The largest single position, GSLC, represented 5.3% of total portfolio value.
In Q2 2024, AdvisorNet Financial, Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.