Advisor Net Financial, Inc has filed its 13F form on April 12, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1 Billion distributed in 2046 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $57.1M, Spdr Portfolio S&P 500 ETF (Ma with a value of $26.4M, Microsoft Corp with a value of $25.8M, Vanguard Total Stock Market Et with a value of $21.2M, and Ishares Core S&P 500 ETF with a value of $21.2M.

Examining the 13F form we can see an decrease of $47M in the current position value, from $1.05B to 1B. Also it can be appreciated an additional of 141 stocks purchases and 5 closed positions.

Below you can find more details about Advisor Net Financial, Inc portfolio as well as his latest detailed transactions.

Portfolio value $1 Billion
ETFs: $668 Million
Technology: $87.9 Million
Industrials: $49.4 Million
Financial Services: $46.9 Million
Healthcare: $43.6 Million
Consumer Cyclical: $24.6 Million
Consumer Defensive: $20 Million
Communication Services: $18.4 Million
Other: $38.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 2,046
  • Current Value $1 Billion
  • Prior Value $1.05 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 12, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 141 stocks
  • Additional Purchases 651 stocks
  • Sold out of 5 stocks
  • Reduced holdings in 780 stocks
Track This Portfolio

Track Advisor Net Financial, Inc Portfolio

Follow Advisor Net Financial, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Net Financial, Inc, based on Form 13F filings with the SEC.


Stay updated on Advisor Net Financial, Inc with notifications on news.