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CIK: 0001573876
Total reported value
$8.8B
$8.8B
1564 檔
8.5%
In Q4 2024, Advisory Services Network, LLC's U.S. equity holdings reached a combined market value of $8.8B, distributed across 1564 disclosed stock positions.
In Q4 2024, Advisory Services Network, LLC displayed an active expansion posture, initiating 20 new positions and adding to 113 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1564 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.92% | -0.05% | +1.24% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.04% | +0.03% | -0.49% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.67% | +0.13% | +2.25% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.20% | +0.03% | +5.08% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.08% | -0.12% | +4.31% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.66% | +0.04% | +46.54% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.21% | +0.32% | -19.06% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.20% | +0.11% | -11.33% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.10% | +0.08% | +923.89% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.01% | -0.09% | +0.30% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 0.85% | +0.02% | -6.06% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.84% | -0.01% | -4.24% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | +0.12% | -3.69% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.73% | — | +8.03% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | +0.07% | -1.97% | |
| 16 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.69% | -0.06% | -16.99% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.67% | +0.05% | -0.64% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.64% | +0.03% | +19.99% | |
| 19 | ZECP | Zacks Earnings Consistent Po | ETF-Other | 0.59% | — | +39.65% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.53% | +0.01% | +13.82% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.52% | -0.24% | -0.94% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.52% | -0.03% | +7.83% | |
| 23 | XLK | Ss Technology Select Sector | ETF-Tech | 0.51% | +0.08% | +0.41% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.01% | +4.23% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | -0.04% | +16.05% | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.49% | +0.03% | -8.67% | |
| 27 | VTV | Vanguard Value ETF | ETF-Other | 0.48% | -0.03% | +7.37% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.48% | +0.03% | +0.66% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | +0.02% | -0.15% | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.48% | +0.03% | -10.51% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.48% | +0.02% | +10.40% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.47% | -0.44% | +16.70% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.44% | -0.15% | +1.34% | |
| 34 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.43% | — | +3.69% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.43% | -0.02% | -2.96% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.42% | -0.03% | +3.02% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | +0.01% | +7.72% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.40% | +0.07% | +50.88% | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.39% | -0.10% | -3.96% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.39% | +0.01% | -16.09% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.38% | -0.01% | +4.38% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.38% | +0.01% | -4.70% | |
| 43 | FXR | First Trust Indst/producers | ETF-Other | 0.37% | — | EXIT | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | -0.02% | +12.04% | |
| 45 | ANET | Arista Networks Inc | Stock-Tech | 0.37% | +0.05% | — | |
| 46 | CGGR | Cap Group Growth Equity | ETF-Other | 0.36% | — | -0.79% | |
| 47 | FXO | First Trust Financial Alphad | ETF-Other | 0.35% | — | — | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.34% | -0.02% | +27.29% | |
| 49 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.33% | +0.04% | -22.50% | |
| 50 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.33% | -0.15% | +102.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1% | +923.89% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +46.54% | Add |
| 3 | ANET | Arista Networks Inc | +0.4% | NEW | New buy |
| 4 | TSLA | Tesla Inc | +0.4% | -4.24% | Trim |
| 5 | FXO | First Trust Financial Alphad | +0.4% | NEW | New buy |
| 6 | AAPL | Apple Inc | +0.3% | +1.24% | Add |
| 7 | PLTR | Palantir Technologies Inc-a | +0.3% | +102.37% | Add |
| 8 | MAR | Marriott International -cl A | +0.2% | +597.69% | Add |
| 9 | LRCX | Lam Research CORP | +0.2% | NEW | New buy |
| 10 | IAI | Ishares U.s. Broker-dealers | +0.2% | NEW | New buy |
| 11 | IYC | Ishares US Consumer Discreti | +0.2% | +1937.07% | Add |
| 12 | AFL | Aflac Inc | +0.2% | +341.75% | Add |
| 13 | ACIO | Aptus Collared Invest Opp | +0.2% | +246.41% | Add |
| 14 | EQWL | Invesco S&p 100 Equal Weight | +0.2% | +958.60% | Add |
| 15 | AMZN | Amazon.com Inc | +0.1% | +5.08% | Add |
| 16 | ZECP | Zacks Earnings Consistent Po | +0.1% | +39.65% | Add |
| 17 | WMT | Walmart Inc | +0.1% | +16.70% | Add |
| 18 | APP | Applovin Corp-class A | +0.1% | +569.91% | Add |
| 19 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +50.88% | Add |
| 20 | NOW | Servicenow Inc | +0.1% | +38.48% | Add |
| 21 | IWM | Ishares Russell 2000 ETF | +0.1% | +76.61% | Add |
| 22 | BITI | Proshares Short Bitc Etf-usd | +0.1% | NEW | New buy |
| 23 | PAUG | Innovator U.s. Equity Power | +0.1% | +2391.74% | Add |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | +8.03% | Add |
| 25 | IJR | Ishares Core S&p Small-cap E | +0.1% | +19.99% | Add |
| 26 | CGBL | Cap Group Core Balanced | +0.1% | +153.59% | Add |
| 27 | GEV | GE Vernova Inc | +0.1% | +115.30% | Add |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +142.56% | Add |
| 29 | SCHG | Schwab US Large-cap Growth | +0.1% | +881.25% | Add |
| 30 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.1% | NEW | New buy |
| 31 | ORCL | Oracle CORP | +0.1% | +27.29% | Add |
| 32 | ✓ | Proshares Tr | +0.1% | NEW | New buy |
| 33 | GOCT | Ft Vest US Equity Moderate B | +0.1% | NEW | New buy |
| 34 | BTAL | Agf US Market Neutral Anti-b | +0.1% | NEW | New buy |
| 35 | GMAY | Ft Vest U.s. Equity Moderate | +0.1% | NEW | New buy |
| 36 | POCT | Innovator U.s. Equity Power | +0.1% | NEW | New buy |
| 37 | NFLX | Netflix Inc | +0.1% | +13.24% | Add |
| 38 | BX | Blackstone Inc | +0.1% | +26.65% | Add |
| 39 | SUSA | Ishares Esg Optimized Msci U | +0.1% | +93.53% | Add |
| 40 | FTNT | Fortinet Inc | +0.1% | +40.74% | Add |
| 41 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 42 | COST | Costco Wholesale CORP | +0.1% | +16.05% | Add |
| 43 | DRSK | Aptus Defined Risk ETF | +0.1% | +100.76% | Add |
| 44 | PWR | Quanta Services Inc | +0.1% | +45.91% | Add |
| 45 | SHOP | Shopify Inc - Class A | +0.1% | +7.48% | Add |
| 46 | USFR | Wisdomtree Floating Rate Tre | +0.1% | +149.91% | Add |
| 47 | DBB | Invesco Db Base Metals Fund | +0.1% | NEW | New buy |
| 48 | SMCI | Super Micro Computer Inc | +0.1% | NEW | New buy |
| 49 | CLIP | Global X 1-3 Month T-bill | +0.1% | NEW | New buy |
| 50 | UOCT | Innovator U.s. Equity Ultra | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Advisory Services Network, LLC reported a total U.S. public equity portfolio value of $8.8B across 1564 disclosed positions in Q4 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 AAPL, NVDA, IVV) accounted for 8.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $19.7M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $15.9M
During Q4 2024, Advisory Services Network, LLC's top holdings by market value included AAPL (3.9%)、NVDA (3.0%)、IVV (2.7%). The largest single position, AAPL, represented 3.9% of total portfolio value.
In Q4 2024, Advisory Services Network, LLC made 200 total portfolio adjustments, initiating 20 new buys, adding to 113 positions, trimming 56 holdings, and fully liquidating 11 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.
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