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Advisornet Financial, Inc Top Holdings and 13F Report (2025)

About Advisornet Financial, Inc

Investment Activity

  • Advisornet Financial, Inc has $1.35 billion in total holdings as of March 31, 2025.
  • Advisornet Financial, Inc owns shares of 2,151 different stocks, but just 179 companies or ETFs make up 80% of its holdings.
  • Approximately 14.66% of the portfolio was purchased this quarter.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Advisornet Financial, Inc has purchased 1,951 new stocks and bought additional shares in 877 stocks.
  • Advisornet Financial, Inc sold shares of 464 stocks and completely divested from 99 stocks this quarter.

Largest New Holdings this Quarter

90214Q766 - Anfield Universal Fixed Income ETF
$4,272,464 Holding
464287515 - iShares Expanded Tech-Software Sector ETF
$2,994,514 Holding
30151E806 - Saba Closed-End Funds ETF
$2,443,805 Holding
92189F411 - VanEck BDC Income ETF
$2,442,623 Holding

Largest Purchases this Quarter

Capital Group Growth ETF
210,434 shares (about $7.21M)
iShares Core S&P 500 ETF
11,845 shares (about $6.66M)
Dimensional U.S. Core Equity 2 ETF
195,805 shares (about $6.46M)
Capital Group International Focus Equity ETF
239,415 shares (about $5.86M)
JPMorgan Ultra-Short Income ETF
102,151 shares (about $5.17M)

Largest Sales this Quarter

iShares National Muni Bond ETF
15,669 shares (about $1.65M)
Vanguard Tax-Exempt Bond ETF
31,400 shares (about $1.56M)
Schwab US Small-Cap ETF
36,146 shares (about $846.90K)
CSX
28,079 shares (about $826.37K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAdvisornet Financial, Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$42,302,314$6,655,742 18.7%75,2843.1%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$28,766,897$2,839,199 11.0%290,8102.1%Finance
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$26,368,142$5,171,903 24.4%520,8012.0%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$25,236,828$1,459,647 6.1%908,7801.9%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$24,817,618$2,923,049 13.4%887,6121.8%ETF
Apple Inc. stock logo
AAPL
Apple
$24,143,868$15,771 -0.1%108,6931.8%Computer and Technology
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$22,844,893$4,293,633 23.1%594,3001.7%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$22,415,636$191,824 -0.8%59,7131.7%Computer and Technology
Capital Group International Focus Equity ETF stock logo
CGXU
Capital Group International Focus Equity ETF
$22,379,807$5,860,878 35.5%914,2081.7%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$22,154,915$187,167 0.9%80,6101.6%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$20,458,661$6,459,611 46.1%620,1471.5%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$19,844,668$731,646 3.8%390,4131.5%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$18,427,772$2,081,485 12.7%757,0981.4%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$18,026,615$3,737,176 26.2%62,5621.3%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$17,689,355$798,010 4.7%47,7031.3%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$16,288,217$7,207,370 79.4%475,5681.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$15,855,949$4,132,784 35.3%28,3451.2%Finance
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$15,646,996$2,027,715 14.9%189,1331.2%Manufacturing
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$15,617,972$788,400 5.3%261,3891.2%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$15,524,912$1,920,700 14.1%343,0161.2%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$14,589,295$1,374,914 10.4%551,3721.1%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$14,442,230$768,000 5.6%133,2711.1%Computer and Technology
Putnam Focused Large Cap Value ETF stock logo
PVAL
Putnam Focused Large Cap Value ETF
$14,024,859$4,207,991 42.9%368,3001.0%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$13,851,651$2,783,585 25.1%125,4001.0%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$13,760,082$1,606,490 13.2%235,8201.0%ETF
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$13,029,444$436,951 3.5%393,1641.0%ETF
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
$12,331,369$2,484,398 25.2%133,3550.9%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$10,900,086$1,532,487 16.4%21,2100.8%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$10,517,630$505,975 5.1%22,4290.8%Finance
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$10,449,918$72,547 -0.7%87,8660.8%Energy
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$9,958,001$1,712,856 20.8%151,4290.7%ETF
NJAN
Innovator Growth-100 Power Buffer ETF - January
$9,251,631$304,061 3.4%199,5090.7%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$9,180,590$439,174 5.0%15,9290.7%Computer and Technology
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$8,752,708$2,233,375 34.3%153,1800.6%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$8,286,953$446,177 5.7%294,3860.6%ETF
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$7,753,176$630,854 8.9%249,9410.6%ETF
Vanguard S&P Small-Cap 600 ETF stock logo
VIOO
Vanguard S&P Small-Cap 600 ETF
$7,713,006$810,686 11.7%79,9190.6%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,449,440$403,161 5.7%39,1540.6%Retail/Wholesale
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$7,345,220$1,291,842 21.3%206,0950.5%ETF
VictoryShares Core Intermediate Bond ETF stock logo
UITB
VictoryShares Core Intermediate Bond ETF
$6,782,950$953,865 16.4%144,5030.5%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$6,611,832$464,109 -6.6%26,9540.5%Finance
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$6,527,001$219,851 3.5%33,8150.5%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$6,495,999$93,073 1.5%163,6680.5%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$6,354,489$43,143 0.7%91,0250.5%Manufacturing
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$6,041,334$471,973 -7.2%45,5430.4%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$5,939,147$2,051,467 52.8%11,3400.4%Medical
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$5,890,547$276,265 4.9%107,5700.4%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$5,747,362$28,006 0.5%97,4790.4%Finance
Fidelity High Dividend ETF stock logo
FDVV
Fidelity High Dividend ETF
$5,486,242$116,411 2.2%110,6100.4%ETF
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$5,451,882$115,016 2.2%61,9530.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,432,316$347,242 -6.0%10,2000.4%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$5,385,627$597,962 12.5%14,9150.4%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$5,369,834$1,212,210 29.2%41,6400.4%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$5,311,739$664,871 -11.1%25,7250.4%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$5,146,753$121,912 2.4%223,9180.4%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$5,023,787$149,427 3.1%5,3120.4%Retail/Wholesale
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$4,961,530$266,707 5.7%83,5270.4%ETF
Carrier Global Co. stock logo
CARR
Carrier Global
$4,930,297$156,027 -3.1%77,7650.4%Computer and Technology
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$4,846,520$261,655 5.7%184,5590.4%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$4,839,236$31,349 -0.6%9,7250.4%Medical
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$4,652,046$4,152,824 831.9%48,2330.3%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$4,640,590$41,067 -0.9%148,5940.3%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$4,585,410$507,938 12.5%17,7300.3%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$4,407,264$109,999 2.6%27,7660.3%Consumer Staples
Tesla, Inc. stock logo
TSLA
Tesla
$4,298,773$647,459 17.7%16,5920.3%Auto/Tires/Trucks
AFIF
Anfield Universal Fixed Income ETF
$4,272,464$4,272,464 New Holding463,8940.3%ETF
IJAN
Innovator MSCI EAFE Power Buffer ETF - January
$4,243,3150.0%132,7110.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,197,478$82,731 2.0%27,1440.3%Computer and Technology
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$4,135,459$1,264,953 44.1%98,3230.3%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$4,067,315$332,234 8.9%49,7650.3%Finance
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$4,032,139$72,652 1.8%203,8490.3%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$4,021,925$746,211 -15.6%82,3830.3%ETF
Essential Utilities, Inc. stock logo
WTRG
Essential Utilities
$4,012,202$34,233 0.9%101,4980.3%Utilities
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$3,967,580$113,297 2.9%109,3300.3%ETF
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$3,944,123$59,575 -1.5%77,2600.3%ETF
CME Group Inc. stock logo
CME
CME Group
$3,897,641$200,294 -4.9%14,6920.3%Finance
Vanguard Communication Services ETF stock logo
VOX
Vanguard Communication Services ETF
$3,892,972$3,829,462 6,029.7%26,2350.3%ETF
FIDELITY ENHANCED MID CAP ETF
$3,818,271$916,411 31.6%121,8340.3%ETF
KJAN
Innovator U.S. Small Cap Power Buffer ETF - January
$3,621,713$57,577 -1.6%101,3350.3%ETF
The Bank of New York Mellon Co. stock logo
BK
Bank of New York Mellon
$3,613,296$144,676 -3.8%43,0820.3%Finance
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$3,604,562$168,496 -4.5%24,6870.3%ETF
Invesco S&P 500 Revenue ETF stock logo
RWL
Invesco S&P 500 Revenue ETF
$3,565,471$92,981 2.7%35,8920.3%ETF
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$3,550,923$9,828 0.3%7,9490.3%Aerospace
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$3,420,840$1,750,731 104.8%66,0650.3%ETF
GE Aerospace stock logo
GE
GE Aerospace
$3,405,175$158,120 4.9%17,0130.3%Industrials
ONEOK, Inc. stock logo
OKE
ONEOK
$3,386,617$434,093 14.7%34,1320.3%Energy
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$3,337,569$104,768 -3.0%29,7860.2%Medical
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$3,336,766$40,670 -1.2%20,1010.2%Computer and Technology
3M stock logo
MMM
3M
$3,257,230$783,650 31.7%22,1790.2%Multi-Sector Conglomerates
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$3,170,277$173,182 5.8%14,2970.2%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$3,169,693$74,798 2.4%18,3490.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$3,163,749$241,058 8.2%20,2510.2%Computer and Technology
US Treasury 3 Month Bill ETF stock logo
TBIL
US Treasury 3 Month Bill ETF
$3,029,406$145,979 5.1%60,5760.2%ETF
Northrop Grumman Co. stock logo
NOC
Northrop Grumman
$3,011,131$267,781 -8.2%5,8810.2%Aerospace
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$2,994,514$2,994,514 New Holding33,6500.2%ETF
LINDE PLC SHS
$2,962,402$183,928 -5.8%6,3620.2%Stock
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$2,875,275$12,047 -0.4%46,3010.2%ETF
SPDR Global Dow ETF stock logo
DGT
SPDR Global Dow ETF
$2,850,283$60,814 2.2%20,3880.2%ETF
Ares Capital Co. stock logo
ARCC
Ares Capital
$2,820,085$2,766,214 5,134.9%127,2600.2%Finance
CSX Co. stock logo
CSX
CSX
$2,814,168$826,369 -22.7%95,6220.2%Transportation

Showing largest 100 holdings. View all holdings.
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