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CIK: 0001409362
Total reported value
$2.2B
$2.2B
2203 檔
9.1%
In Q2 2025, AdvisorNet Financial, Inc's U.S. equity holdings reached a combined market value of $2.2B, distributed across 2203 disclosed stock positions.
In Q2 2025, AdvisorNet Financial, Inc displayed an active expansion posture, initiating 0 new positions and adding to 33 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2203 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.41% | +0.26% | +46.38% | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.51% | -0.28% | +54.49% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 2.11% | -0.14% | +15.83% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.95% | -0.19% | +4.84% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.91% | -0.20% | +12.17% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.89% | -0.16% | -1.28% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.69% | -0.05% | +11.20% | |
| 8 | CGXU | Cap Group Intl Focus | ETF-Other | 1.66% | +0.10% | +3.59% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.53% | — | +6.74% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.53% | +0.08% | +6.56% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.43% | +0.17% | -0.72% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.37% | +0.04% | -13.09% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.36% | +0.01% | +0.43% | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 1.34% | -0.35% | +9.00% | |
| 15 | CGGR | Cap Group Growth Equity | ETF-Other | 1.30% | +0.07% | +4.19% | |
| 16 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.28% | +0.01% | +18.89% | |
| 17 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.20% | -0.05% | +1.25% | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 1.17% | +0.23% | -13.38% | |
| 19 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.17% | +0.07% | +10.66% | |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.15% | -0.07% | +13.48% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.13% | +0.01% | +3.19% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.11% | +0.06% | -1.40% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.08% | +0.01% | +200.47% | |
| 24 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 1.03% | +0.09% | +7.55% | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 0.99% | -0.74% | +1183.28% | |
| 26 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.97% | +0.03% | +8.96% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.93% | +0.19% | -1.30% | |
| 28 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.90% | -0.19% | +60.92% | |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | +0.08% | +23.04% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.82% | +0.13% | +2.67% | |
| 31 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.82% | +0.01% | +31897.89% | |
| 32 | IDV | Ishares International Select | ETF-Other | 0.81% | -0.12% | +45.46% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | +0.04% | +2.71% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | -0.07% | +0.82% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.76% | +0.08% | +137.87% | |
| 36 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.62% | +0.10% | -21.57% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.45% | EXIT | |
| 38 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.60% | -0.13% | -8.07% | |
| 39 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.59% | +0.01% | +5.47% | |
| 40 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.57% | -0.15% | +146.55% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | +0.01% | +0.93% | |
| 42 | CGDV | Cap Group Dividend Value | ETF-Other | 0.56% | +0.03% | +6.49% | |
| 43 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.53% | +0.18% | +1.68% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.51% | -0.09% | +1.93% | |
| 45 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.51% | -0.01% | -43.09% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.46% | — | +59.75% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-Other | 0.44% | +0.06% | +100.09% | |
| 48 | IAU | Ishares Gold Trust | ETF-Commodities | 0.39% | -0.11% | -1.13% | |
| 49 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.38% | -0.01% | +2.98% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.38% | -0.05% | -5.60% |
According to official SEC Form 13F filings, AdvisorNet Financial, Inc reported a total U.S. public equity portfolio value of $2.2B across 2203 disclosed positions in Q2 2025.
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 IVV, DFAU, DFIC) accounted for 9.1% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
AAPL
前期市值: $24.1M
During Q2 2025, AdvisorNet Financial, Inc's top holdings by market value included IVV (4.4%)、DFAU (2.5%)、DFIC (2.1%). The largest single position, IVV, represented 4.4% of total portfolio value.
In Q2 2025, AdvisorNet Financial, Inc made 50 total portfolio adjustments, initiating 0 new buys, adding to 33 positions, trimming 17 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.
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