Advisor Net Financial, Inc Purchases in Q1 2025

Advisor Net Financial, Inc

  • $1.27 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EXC
Exelon Corp

Utilities
563
+ 2.34%
$37.3 - $46.08 $21K - $25.9K
24.6K $1.14M
HYG
Ishares Tr

ETFs
2.82K
+ 11.78%
$78.51 - $80.11 $222K - $226K
26.8K $2.11M
DFUS
Dimensional ETF Tr U S Equity

ETFs
4.2K
+ 50.68%
$59.61 - $66.71 $250K - $280K
12.5K $750K
SO
Southern CO

Utilities
1.57K
+ 19.79%
$80.96 - $92.96 $127K - $146K
9.52K $875K
GBDC
Golub Capital Bdc, Inc.

Financial Services
14.3K
+ 610.94%
$14.46 - $15.96 $207K - $228K
16.6K $253K
T
At&T Inc.

Communication Services
3.75K
+ 18.9%
$21.56 - $28.28 $80.9K - $106K
23.6K $667K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
3.39K
New
$60.91 - $71.4 $206K - $242K
3.39K $210K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
4.8K
+ 53.58%
$44.81 - $46.22 $215K - $222K
13.8K $618K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
1.87K
New
$106.46 - $114.75 $199K - $215K
1.87K $207K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.26K
New
$89.18 - $104.04 $202K - $235K
2.26K $207K
MO
Altria Group, Inc.

Consumer Defensive
850
+ 4.25%
$50.81 - $60.02 $43.2K - $51K
20.9K $1.25M
FNDF
Schwab Fundamental Intl Large

ETFs
2.14K
+ 5.55%
$32.9 - $37.45 $70.3K - $80K
40.6K $1.48M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
4.1K
+ 114.66%
$46.86 - $50.66 $192K - $208K
7.67K $368K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
2.08K
New
$93.32 - $95.35 $194K - $198K
2.08K $194K
LLY
Eli Lilly & CO

Healthcare
79
+ 3.35%
$725.72 - $929.72 $57.3K - $73.4K
2.44K $2.01M
MA
Mastercard Inc

Financial Services
164
+ 3.51%
$504.67 - $576.31 $82.8K - $94.5K
4.83K $2.65M
CNP
Centerpoint Energy Inc

Utilities
4.37K
+ 66.26%
$30.87 - $36.25 $135K - $158K
11K $396K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.25K
+ 18.75%
$76.94 - $78.28 $173K - $176K
14.2K $1.11M
AZN
Astrazeneca PLC

Healthcare
196
+ 0.92%
$65.37 - $77.96 $12.8K - $15.3K
21.5K $1.58M
UBER
Uber Technologies, Inc

Technology
570
+ 5.02%
$63.17 - $81.49 $36K - $46.4K
11.9K $868K
WFC
Wells Fargo & Company

Financial Services
2.29K
+ 17.99%
$66.78 - $81.42 $153K - $187K
15K $1.08M
BMY
Bristol Myers Squibb CO

Healthcare
479
+ 1.38%
$53.9 - $63.11 $25.8K - $30.2K
35.3K $2.15M
DUK
Duke Energy Corp

Utilities
809
+ 13.61%
$105.87 - $121.97 $85.6K - $98.7K
6.75K $823K
GS
Goldman Sachs Group Inc

Financial Services
370
+ 49.01%
$524.81 - $672.19 $194K - $249K
1.13K $614K
TGT
Target Corp

Consumer Defensive
2.35K
+ 114.89%
$103.65 - $142.5 $243K - $334K
4.39K $457K
DVY
Ishares Tr

ETFs
1.29K
+ 157.33%
$128.58 - $138.1 $165K - $178K
2.11K $279K
MNST
Monster Beverage Corp

Consumer Defensive
2.88K
+ 18025.0%
$46.16 - $58.58 $133K - $169K
2.9K $169K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
117
+ 8.63%
$402.49 - $513.76 $47.1K - $60.1K
1.47K $714K
JHX
James Hardie Industries PLC

Basic Materials
7.4K
+ 672.73%
$23.56 - $34.63 $174K - $256K
8.5K $200K
VT
Vanguard Total World Stk Index

ETFs
1.5K
+ 35.83%
$115.08 - $123.97 $172K - $185K
5.67K $656K
HOOD
Robinhood Markets, Inc.

Technology
3.47K
+ 103.02%
$35.63 - $65.28 $124K - $227K
6.85K $284K
LHX
L3 Harris Technologies, Inc.

Industrials
754
+ 217.29%
$194.65 - $222.86 $147K - $168K
1.1K $230K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.52K
+ 11.87%
$48.43 - $49.9 $122K - $126K
23.8K $1.19M
IWB
Ishares Tr Russell 1000 ETF

ETFs
715
+ 18.71%
$302.31 - $337.54 $216K - $241K
4.54K $1.38M
CASY
Caseys General Stores Inc

Consumer Cyclical
309
+ 78.23%
$378.71 - $442.54 $117K - $137K
704 $305K
PLTR
Palantir Technologies Inc.

Technology
72
+ 0.45%
$64.98 - $124.62 $4.68K - $8.97K
15.9K $1.35M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
886
+ 143.37%
$132.75 - $177.12 $118K - $157K
1.5K $222K
XLE
Energy Sector Spdr

ETFs
990
+ 13.4%
$85.7 - $93.96 $84.8K - $93K
8.38K $774K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.17K
+ 6.21%
$56.51 - $62.98 $65.9K - $73.4K
19.9K $1.22M
APP
App Lovin Corp

Technology
520
+ 13000.0%
$238.08 - $510.13 $124K - $265K
524 $138K
IVE
Ishares S&P 500 Value ETF

ETFs
810
+ 10.97%
$185.78 - $198.58 $150K - $161K
8.2K $1.55M
ITB
Ishares Tr

ETFs
1.82K
+ 45.51%
$93.86 - $111.45 $171K - $203K
5.82K $549K
DE
Deere & CO

Industrials
156
+ 11.31%
$408.57 - $509.27 $63.7K - $79.4K
1.54K $720K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.29K
+ 250.39%
$97.25 - $104.79 $126K - $135K
1.81K $186K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
2.71K
+ 162.69%
$48.31 - $49.23 $131K - $134K
4.38K $215K
PULS
Pgim ETF Tr

ETFs
2.65K
+ 55.18%
$49.56 - $49.78 $131K - $132K
7.46K $370K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.65K
+ 21.54%
$44.72 - $46.25 $119K - $123K
15K $687K
BSX
Boston Scientific Corp

Healthcare
791
+ 18.42%
$89.38 - $106.18 $70.7K - $84K
5.09K $513K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
2.51K
+ 21.82%
$49.75 - $50.27 $125K - $126K
14K $698K
Activity Summary
Buys All Purchases 1173 New Holdings 294 Increased Positions 879 Sells All Sells 464 Reductions 462 Sold out 2 Options Calls 17 Puts 1
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