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CIK: 0001573876
Total reported value
$8.8B
$8.8B
1742 檔
9.1%
According to the latest 13F quarterly dataset, Advisory Services Network, LLC managed an equity portfolio of $8.8B at the end of Q2 2025, spanning 1742 distinct U.S. exchange-listed positions.
In Q2 2025, Advisory Services Network, LLC displayed an active expansion posture, initiating 18 new positions and adding to 118 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1742 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.63% | +0.03% | +5.21% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.95% | -0.05% | +3.31% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.38% | -0.12% | +10.55% | |
| 4 | WMT | Walmart Inc | Stock-Consumer Staples | 2.02% | -0.44% | +426.98% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.93% | +0.03% | +0.10% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.76% | +0.13% | -19.61% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.73% | +0.04% | +20.47% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.52% | +0.32% | +2.44% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.11% | +0.08% | +0.03% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.99% | -0.09% | -9.95% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | — | +9.73% | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.82% | +0.11% | -17.86% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | +0.12% | +15.67% | |
| 14 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.72% | -0.15% | +8.20% | |
| 15 | ZECP | Zacks Earnings Consistent Po | ETF-Other | 0.64% | — | +8.07% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | +0.01% | +49.19% | |
| 17 | ACIO | Aptus Collared Invest Opp | ETF-Other | 0.60% | -0.01% | +63.13% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | +0.07% | +2.86% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.52% | -0.01% | -6.48% | |
| 20 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.52% | -0.06% | -12.50% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 0.51% | -0.10% | +15.55% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | -0.01% | +8.87% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.49% | +0.02% | -3.37% | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 0.47% | -0.02% | -1.35% | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 0.47% | -0.03% | +4.81% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | -0.02% | +20.12% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.46% | +0.01% | -1.73% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | +0.05% | -13.99% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.45% | +0.03% | -14.67% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.45% | +0.08% | -7.65% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.44% | -0.03% | -9.57% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.24% | -7.61% | |
| 33 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.43% | +0.03% | +154.93% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | +0.01% | +9.62% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.40% | -0.04% | +3.05% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.40% | -0.02% | -0.02% | |
| 37 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.38% | — | -0.87% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | +0.01% | +7.48% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.36% | +0.10% | +21.13% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.36% | -0.15% | -6.29% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.35% | -0.08% | +11.94% | |
| 42 | ANET | Arista Networks Inc | Stock-Tech | 0.35% | +0.05% | -2.86% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.35% | -0.03% | -6.15% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.34% | +0.07% | -10.75% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.34% | +0.02% | -7.72% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.34% | +0.01% | +15.45% | |
| 47 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.33% | -0.09% | +346.73% | |
| 48 | FXU | First Trust Utilities Alphad | ETF-Other | 0.33% | -0.01% | EXIT | |
| 49 | GEV | GE Vernova Inc | Stock-Industrials | 0.32% | +0.06% | +23.47% | |
| 50 | FXO | First Trust Financial Alphad | ETF-Other | 0.32% | — | +0.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +1.6% | +426.98% | Add |
| 2 | NVDA | Nvidia CORP | +1.1% | +5.21% | Add |
| 3 | MSFT | Microsoft CORP | +0.6% | +10.55% | Add |
| 4 | AVGO | Broadcom Inc | +0.4% | +0.03% | Add |
| 5 | PLTR | Palantir Technologies Inc-a | +0.3% | +8.20% | Add |
| 6 | QQXT | First Trust Nasdaq-100 Ex-te | +0.3% | NEW | New buy |
| 7 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +154.93% | Add |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +20.47% | Add |
| 9 | TPL | Texas Pacific Land CORP | +0.2% | +346.73% | Add |
| 10 | ACIO | Aptus Collared Invest Opp | +0.2% | +63.13% | Add |
| 11 | BBIN | JPM Betabuilders Intl Eqty | +0.2% | +1451.32% | Add |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +49.19% | Add |
| 13 | GEV | GE Vernova Inc | +0.2% | +23.47% | Add |
| 14 | IYF | Ishares US Financials ETF | +0.2% | +1871.06% | Add |
| 15 | ORCL | Oracle CORP | +0.2% | -1.35% | Trim |
| 16 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +50.31% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +15.67% | Add |
| 18 | MSTR | Strategy Inc | +0.1% | +244.62% | Add |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +21.13% | Add |
| 20 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +487.05% | Add |
| 21 | AUGU | Allianzim US Bf15 Uncap Aug | +0.1% | NEW | New buy |
| 22 | JPST | Jpmorgan Ultra-short Income | +0.1% | +98.45% | Add |
| 23 | HELO | Jpmorgan Hedged Equity ETF | +0.1% | +84.48% | Add |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | +9.73% | Add |
| 25 | ANET | Arista Networks Inc | +0.1% | -2.86% | Trim |
| 26 | PULS | Pgim Ultra Short Bond ETF | +0.1% | +293.39% | Add |
| 27 | FXE | Invesco Currencyshares Euro | +0.1% | NEW | New buy |
| 28 | DRSK | Aptus Defined Risk ETF | +0.1% | +47.91% | Add |
| 29 | AMD | Advanced Micro Devices | +0.1% | -2.51% | Trim |
| 30 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +95.58% | Add |
| 31 | SCHX | Schwab US Large-cap ETF | +0.1% | +103.47% | Add |
| 32 | VEEV | Veeva Systems Inc-class A | +0.1% | +293.76% | Add |
| 33 | MSB | Mesabi Trust | +0.1% | +351.25% | Add |
| 34 | AMZN | Amazon.com Inc | +0.1% | +0.10% | Add |
| 35 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +58.03% | Add |
| 36 | DVY | Ishares Select Dividend ETF | +0.1% | +57.78% | Add |
| 37 | SCHG | Schwab US Large-cap Growth | +0.1% | +31.36% | Add |
| 38 | APH | Amphenol Corp-cl A | +0.1% | +57.06% | Add |
| 39 | GSY | Invesco Ultra Short Duration | +0.1% | +465.54% | Add |
| 40 | COF | Capital One Financial CORP | +0.1% | +141.82% | Add |
| 41 | COIN | Coinbase Global Inc -class A | +0.1% | +47.99% | Add |
| 42 | LB | Landbridge Co Llc-a | +0.1% | +476.03% | Add |
| 43 | NRG | Nrg Energy Inc | +0.1% | +91.72% | Add |
| 44 | DBP | Invesco Db Precious Metals F | +0.1% | NEW | New buy |
| 45 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +2.44% | Add |
| 46 | VOO | Vanguard S&p 500 ETF | +0.1% | +20.12% | Add |
| 47 | NFLX | Netflix Inc | +0.1% | +11.94% | Add |
| 48 | CAT | Caterpillar Inc | +0.1% | +8.32% | Add |
| 49 | LRCX | Lam Research CORP | +0.1% | +11.31% | Add |
| 50 | CGGR | Cap Group Growth Equity | +0.1% | +27.99% | Add |
According to official SEC Form 13F filings, Advisory Services Network, LLC reported a total U.S. public equity portfolio value of $8.8B across 1742 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 NVDA, AAPL, MSFT) accounted for 9.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
QQXT
市值: $17.5M
Top Position Liquidated / Trimmed
QTEC
前期市值: $17.2M
During Q2 2025, Advisory Services Network, LLC's top holdings by market value included NVDA (3.6%)、AAPL (3.0%)、MSFT (2.4%). The largest single position, NVDA, represented 3.6% of total portfolio value.
In Q2 2025, Advisory Services Network, LLC made 200 total portfolio adjustments, initiating 18 new buys, adding to 118 positions, trimming 59 holdings, and fully liquidating 5 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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