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CIK: 0001573876
Total reported value
$8.8B
$8.8B
1609 檔
7.2%
The Q1 2025 SEC filing reveals that Advisory Services Network, LLC held a total portfolio value of $8.8B, covering 1609 public equity positions.
In Q1 2025, Advisory Services Network, LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1609 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.65% | -0.05% | +1.80% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.51% | +0.03% | -0.87% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.32% | +0.13% | -11.83% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.87% | +0.03% | -4.82% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.81% | -0.12% | -5.26% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.52% | +0.04% | -7.02% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.47% | +0.32% | +27.83% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.19% | +0.11% | -4.06% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.98% | -0.09% | -4.91% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | +0.08% | -7.08% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.76% | — | -1.89% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.75% | +0.07% | -2.85% | |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.70% | -0.06% | -1.14% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.12% | +3.04% | |
| 15 | ZECP | Zacks Earnings Consistent Po | ETF-Other | 0.66% | — | +9.79% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.01% | -1.73% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.24% | +0.06% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.60% | +0.03% | -0.54% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.58% | -0.03% | +6.77% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.56% | -0.01% | +0.84% | |
| 21 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.53% | -0.05% | +598.35% | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 0.53% | -0.03% | +3.33% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.05% | -8.92% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.50% | -0.10% | +4.10% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | +0.01% | +5.52% | |
| 26 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.50% | +0.03% | +14.87% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.50% | -0.15% | -4.27% | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.50% | +0.01% | -4.59% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.49% | +0.02% | -37.66% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.48% | +0.03% | +2.93% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | -0.04% | -9.29% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.46% | -0.02% | +0.50% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.45% | +0.02% | +1.23% | |
| 34 | XLK | Ss Technology Select Sector | ETF-Tech | 0.45% | +0.08% | -4.12% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.44% | -0.03% | -0.35% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.44% | +0.01% | +6.41% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | +0.02% | -6.35% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.43% | +0.07% | +6.25% | |
| 39 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.43% | -0.15% | +12.83% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | -0.02% | +14.83% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.41% | -0.44% | -12.67% | |
| 42 | ACIO | Aptus Collared Invest Opp | ETF-Other | 0.41% | -0.01% | +50.80% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.40% | +0.01% | -6.58% | |
| 44 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.37% | — | -8.60% | |
| 45 | FXU | First Trust Utilities Alphad | ETF-Other | 0.36% | -0.01% | EXIT | |
| 46 | FXO | First Trust Financial Alphad | ETF-Other | 0.36% | — | +2.01% | |
| 47 | FXR | First Trust Indst/producers | ETF-Other | 0.35% | — | EXIT | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.34% | -0.03% | +2.51% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.34% | +0.04% | +8.49% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.33% | +0.02% | -5.91% |
According to official SEC Form 13F filings, Advisory Services Network, LLC reported a total U.S. public equity portfolio value of $8.8B across 1609 disclosed positions in Q1 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 AAPL, NVDA, IVV) accounted for 7.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $190.0M
During Q1 2025, Advisory Services Network, LLC's top holdings by market value included AAPL (3.6%)、NVDA (2.5%)、IVV (2.3%). The largest single position, AAPL, represented 3.6% of total portfolio value.
In Q1 2025, Advisory Services Network, LLC made 200 total portfolio adjustments, initiating 200 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.
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