AF
| |
AdvisorNet Financial, Inc13F | |
| AdvisorNet Financial, Inc | |
| Last update 2025-07-14 | 2227 Stocks (222 new) |
| Value $1.55 Bil | Turnover 13 % |
AdvisorNet Financial, Inc Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 110,201 | 68,423.7 | +46.38% | 4.410 | +1.40% | 0.010 | +23.14% | +8.35% | 637,738.4 | ||
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 918,120 | 38,891.6 | +54.49% | 2.510 | +0.89% | 0.460 | +23.15% | +7.48% | 8,755.3 | ||
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 1,052,640 | 32,726.6 | +15.83% | 2.110 | +0.29% | 0.340 | +13.87% | +22.57% | 9,717.2 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 304,871 | 30,243.2 | +4.84% | 1.950 | +0.09% | 0.020 | +2.23% | +3.63% | 128,463.4 | ||
JPST | JPMorgan Ultra-Short Income ETF | 584,169 | 29,605.7 | +12.17% | 1.910 | +0.21% | 0.090 | +1.30% | +2.75% | 32,080.1 | ||
MSFT | Microsoft Corp | 58,951 | 29,323.0 | -1.28% | 1.890 | -0.02% | 0.000 | +42.77% | +21.89% | 3,803,901.6 | Software | |
SCHD | Schwab US Dividend Equity ETF | 987,028 | 26,156.3 | +11.20% | 1.690 | +0.17% | 0.040 | +9.21% | +0.96% | 70,599.7 | ||
CGXU |
Capital Group International Focus Equity ETF
Capital Group International Focus Equity ETF
| 947,042 | 25,693.3 | +3.59% | 1.660 | +0.06% | 0.680 | +18.63% | +11.52% | 3,770.5 | ||
VEA | Vanguard FTSE Developed Markets ETF | 416,736 | 23,758.1 | +6.74% | 1.530 | +0.10% | 0.020 | +13.92% | +20.88% | 158,845.5 | ||
DFAC | Dimensional U.S. Core Equity 2 ETF | 660,840 | 23,684.5 | +6.56% | 1.530 | +0.09% | 0.070 | +21.94% | +6.65% | 35,699.0 |
AdvisorNet Financial, Inc's Historical Top Holdings Breakdowns
AdvisorNet Financial, Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Add Add | +1.40% | 498.8 ($573.99) 620.9 | $634.04 | 10.46% | Add 46.38% | 110,201 | 34,917 | |
BND | Vanguard Total Bond Market ETF | 2025-06-30 | Add Add | +0.91% | 71.88 ($72.74) 73.82 | $73.14 | 0.54% | Add 1183.28% | 208,494 | 192,247 | |
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 2025-06-30 | Add Add | +0.89% | 34.04 ($39.19) 42.36 | $43.30 | 10.49% | Add 54.49% | 918,120 | 323,820 | |
IDEV |
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
| 2025-06-30 | Add Add | +0.82% | 61.79 ($72.24) 76.67 | $76.05 | 5.27% | Add 31897.89% | 166,709 | 166,188 | |
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 2025-06-30 | Add Add | +0.72% | 114.78 ($126.73) 133.31 | $135.28 | 6.75% | Add 200.47% | 125,114 | 83,474 | |
VO | Vanguard Mid-Cap ETF | 2025-06-30 | Add Add | +0.44% | 228.54 ($262.5) 279.83 | $285.16 | 8.63% | Add 137.87% | 42,174 | 24,444 | |
DUHP |
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
| 2025-06-30 | Reduce Reduce | -0.42% | 29.36 ($33.38) 35.56 | $36.23 | 8.54% | Reduce -43.09% | 223,769 | -169,395 | |
UITB | VICTORY PTF II | 2025-06-30 | Reduce Reduce | -0.37% | 45.95 ($46.52) 47.33 | $46.74 | 0.47% | Reduce -73.57% | 38,185 | -106,318 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-06-30 | Add Add | +0.34% | 51.14 ($55.42) 57.14 | $56.97 | 2.80% | Add 60.92% | 246,492 | 93,312 | |
QQQM | Invesco NASDAQ 100 ETF | 2025-06-30 | Reduce Reduce | -0.34% | 171.4 ($204.58) 227.1 | $232.95 | 13.87% | Reduce -70.07% | 10,120 | -23,695 |
AdvisorNet Financial, Inc Total Holding History ($B)
AdvisorNet Financial, Inc's Asset Allocation
AdvisorNet Financial, Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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AdvisorNet Financial, Inc's Hypothetical Growth since 2025-06-30
AdvisorNet Financial, Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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AdvisorNet Financial, Inc's Holdings Heat Map
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AdvisorNet Financial, Inc's Holdings Bubble Chart
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