Advisor Net Financial, Inc Purchases in Q3 2024

Advisor Net Financial, Inc

  • $1.27 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
621K
+ 168.82%
$60.84 - $67.51 $37.8M - $41.9M
988K $66.7M
IVV
Ishares Core S&P 500 ETF

ETFs
13.4K
+ 29.38%
$520.18 - $576.82 $6.98M - $7.74M
59.1K $34.1M
VEA
Vanguard Ftse Developed Market

ETFs
97.5K
+ 39.95%
$47.6 - $53.31 $4.64M - $5.2M
342K $18M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
47.7K
+ 30.37%
$96.25 - $101.98 $4.59M - $4.86M
205K $20.7M
CGGR
Capital Group Growth ETF Shs C

ETFs
151K
+ 254.67%
$30.71 - $34.79 $4.64M - $5.26M
210K $7.32M
CGXU
Capital Group Intl Focus Equit

ETFs
153K
+ 43.54%
$24.27 - $27.46 $3.71M - $4.2M
504K $13.6M
GLD
Spdr Gold Trust

ETFs
15.7K
+ 71.5%
$215.56 - $246.98 $3.38M - $3.88M
37.6K $9.15M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
27K
+ 12.7%
$77.02 - $85.06 $2.08M - $2.3M
240K $20.3M
SHV
Ishares Tr

ETFs
33.3K
+ 86.36%
$110.05 - $110.63 $3.66M - $3.68M
71.8K $7.95M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
70.3K
+ 26.39%
$50.25 - $50.74 $3.53M - $3.57M
337K $17.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
80.5K
+ 27.14%
$31.05 - $34.29 $2.5M - $2.76M
377K $12.9M
PVAL
Putnam ETF Tr Putnam Focused L
78.6K
+ 93.87%
$35.03 - $37.94 $2.76M - $2.98M
162K $6.16M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
35.6K
+ 24.35%
$57.32 - $62.65 $2.04M - $2.23M
182K $11.3M
DFAU
Dimensional ETF Tr

ETFs
47.5K
+ 13.42%
$35.8 - $39.69 $1.7M - $1.89M
402K $15.9M
EFV
Msci Eafe Value ETF

ETFs
41.6K
+ 121.96%
$51.72 - $57.96 $2.15M - $2.41M
75.8K $4.36M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
33.2K
+ 17.01%
$41.9 - $48.26 $1.39M - $1.6M
228K $10.9M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
59.3K
+ 13.96%
$25.21 - $28.46 $1.49M - $1.69M
484K $13.6M
BOND
Pimco Active Bond Exchange Tra

ETFs
22K
+ 41.33%
$90.01 - $95.32 $1.98M - $2.1M
75.2K $7.12M
JEPI
J P Morgan Exchange Traded Fd

ETFs
33.1K
+ 63.03%
$54.98 - $59.51 $1.82M - $1.97M
85.6K $5.1M
CGDV
Capital Group Divid Value ETF

ETFs
45.6K
+ 44.3%
$32.96 - $36.48 $1.5M - $1.66M
148K $5.41M
DFIC
Dimensional ETF Tr Dimensional

ETFs
19.6K
+ 2.49%
$25.36 - $28.37 $496K - $555K
805K $22.7M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
19.4K
+ 15.53%
$81.31 - $83.29 $1.58M - $1.62M
144K $12M
MUB
Ishares National Muni Bond ETF

ETFs
15.9K
+ 74.29%
$106.13 - $108.7 $1.69M - $1.73M
37.3K $4.05M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
12K
+ 26.41%
$97.19 - $109.09 $1.16M - $1.3M
57.2K $6.19M
ORCL
Oracle Corp

Technology
2.03K
+ 4.27%
$125.9 - $170.35 $256K - $346K
49.6K $8.45M
VUG
Vanguard Growth ETF

ETFs
3.38K
+ 9.18%
$341.08 - $391.94 $1.15M - $1.33M
40.2K $15.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
31.4K
+ 167.29%
$49.93 - $51.15 $1.57M - $1.6M
50.1K $2.56M
CAT
Caterpillar Inc

Industrials
3.76K
+ 158.91%
$316.8 - $391.12 $1.19M - $1.47M
6.12K $2.39M
EFA
Ishares Tr Msci Eafe ETF

ETFs
17.6K
+ 117.2%
$75.32 - $84.37 $1.33M - $1.49M
32.7K $2.73M
TSLA
Tesla, Inc.

Consumer Cyclical
738
+ 3.77%
$191.76 - $263.26 $142K - $194K
20.3K $5.32M
META
Meta Platforms, Inc.

Communication Services
700
+ 4.9%
$453.41 - $572.44 $317K - $401K
15K $8.58M
IDV
Ishares Tr

ETFs
25.6K
+ 14.92%
$27.62 - $30.64 $708K - $785K
197K $5.96M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
28.9K
+ 593.25%
$36.02 - $41.68 $1.04M - $1.21M
33.8K $1.39M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.29K
+ 36.76%
$117.9 - $128.2 $859K - $935K
27.1K $3.48M
LMT
Lockheed Martin Corp

Industrials
246
+ 3.09%
$460.3 - $584.56 $113K - $144K
8.21K $4.8M
PNW
Pinnacle West Capital Corp

Utilities
12K
+ 2925.79%
$75.52 - $91.31 $908K - $1.1M
12.4K $1.1M
UNH
Unitedhealth Group Inc

Healthcare
977
+ 14.77%
$488.01 - $604.18 $477K - $590K
7.59K $4.44M
DFAI
Dimensional ETF Tr

ETFs
24.9K
+ 20.65%
$28.69 - $32.06 $716K - $800K
146K $4.63M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.01K
+ 9.44%
$405.19 - $478.57 $409K - $483K
11.7K $5.39M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.16K
+ 7.7%
$475.2 - $527.7 $550K - $611K
16.2K $8.54M
DFSV
Dimensional ETF Tr Dimensional

ETFs
14.7K
+ 5.8%
$28.25 - $31.7 $414K - $465K
267K $8.24M
BNDX
Vanguard Total International B

ETFs
16.7K
+ 23.89%
$48.42 - $50.35 $807K - $840K
86.5K $4.35M
VB
Vanguard Small Cap ETF

ETFs
2.98K
+ 30.89%
$214.77 - $237.72 $639K - $708K
12.6K $2.99M
PAPR
Innovator U.S. Equity Power Bu

ETFs
22.9K
+ 48.47%
$33.61 - $35.94 $771K - $824K
70.3K $2.53M
VO
Vanguard Mid Cap ETF

ETFs
2.32K
+ 19.98%
$237.84 - $263.83 $551K - $611K
13.9K $3.67M
MSFT
Microsoft Corp

Technology
4.32K
+ 7.06%
$395.15 - $467.56 $1.71M - $2.02M
65.6K $28.2M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
15.5K
+ 1741.03%
$51.02 - $52.74 $792K - $819K
16.4K $864K
IEMG
Ishares Inc

ETFs
14.2K
+ 30.92%
$53.64 - $53.64 $760K - $760K
60K $3.22M
ABT
Abbott Laboratories

Healthcare
2.11K
+ 4.14%
$100.07 - $118.13 $211K - $249K
53K $6.04M
Activity Summary
Buys All Purchases 1108 New Holdings 228 Increased Positions 880 Sells All Sells 403 Reductions 403 Sold out 0 Options Calls 1 Puts 0
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