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
CODI
Compass Diversified Holdings

Industrials
957
+ 359.77%
$18.67 - $22.9 $17.9K - $21.9K
1.22K $23K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
106
+ 10600.0%
$166.63 - $185.86 $17.7K - $19.7K
107 $17K
LNT
Alliant Energy Corp

Utilities
122
+ 7.09%
$56.66 - $66.04 $6.91K - $8.06K
1.84K $118K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
1.21K
+ 103.77%
$13.05 - $13.97 $15.8K - $16.9K
2.38K $32K
ITRN
Ituran Location & Control Ltd.

Technology
450
New
$31.47 - $43.91 $14.2K - $19.8K
450 $16K
GL
Globe Life Inc.

Financial Services
114
+ 438.46%
$111.2 - $131.72 $12.7K - $15K
140 $18K
CNQ
Canadian Natural Resources LTD

Energy
525
+ 8.03%
$26.72 - $32.74 $14K - $17.2K
7.07K $217K
VGT
Vanguard Information Technolog

ETFs
85
+ 22.08%
$542.38 - $646.34 $46.1K - $54.9K
470 $255K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
1.05K
New
$14.91 - $15.74 $15.7K - $16.5K
1.05K $16K
DEMZ
The Advisors Inner Circle Fd I

ETFs
516
+ 46.74%
$33.5 - $37.49 $17.3K - $19.3K
1.62K $55K
EAPR
Innovator Etfs Tr Emerging Mkt
188
+ 1.18%
$25.4 - $27.53 $4.78K - $5.18K
16.2K $429K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
400
+ 33.33%
$41.35 - $44.46 $16.5K - $17.8K
1.6K $67K
PSX
Phillips 66

Energy
48
+ 4.36%
$113.93 - $131.55 $5.47K - $6.31K
1.15K $141K
IQV
Iqvia Holdings Inc.

Healthcare
90
+ 281.25%
$176.3 - $209.96 $15.9K - $18.9K
122 $21K
SPSB
Spdr Portfolio Short Term Corp

ETFs
389
+ 2.64%
$29.82 - $30.1 $11.6K - $11.7K
15.1K $454K
SPG
Simon Property Group Inc

Real Estate
95
+ 77.24%
$159.48 - $187.78 $15.2K - $17.8K
218 $36K
VGSH
Vanguard

ETFs
218
+ 7.7%
$58.07 - $58.69 $12.7K - $12.8K
3.05K $179K
TRGP
Targa Resources Corp.

Energy
72
+ 313.04%
$178.44 - $217.22 $12.8K - $15.6K
95 $19K
BCAT
Black Rock Capital Allocation Trust

ETFs
1.06K
New
$14.35 - $15.88 $15.2K - $16.9K
1.06K $15K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
559
+ 11.71%
$22.46 - $23.26 $12.6K - $13K
5.33K $123K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
638
+ 22.02%
$23.32 - $23.84 $14.9K - $15.2K
3.54K $82K
IRT
Independence Realty Trust, Inc.

Real Estate
728
New
$18.23 - $21.8 $13.3K - $15.9K
728 $15K
VEEV
Veeva Systems Inc

Healthcare
62
+ 326.32%
$210.58 - $246.8 $13.1K - $15.3K
81 $18K
ROP
Roper Technologies Inc

Industrials
5
+ 2.94%
$502.71 - $593.81 $2.51K - $2.97K
175 $103K
SCHW
Schwab Charles Corp

Financial Services
147
+ 17.93%
$71.24 - $83.64 $10.5K - $12.3K
967 $75K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
296
+ 182.72%
$42.4 - $44.11 $12.6K - $13.1K
458 $20K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
266
New
N/A
266 $14K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
167
+ 59.64%
$96.93 - $109.51 $16.2K - $18.3K
447 $43K
FLMI
Franklin Dynamic Municipal Bon

ETFs
600
New
$24.22 - $24.86 $14.5K - $14.9K
600 $14K
FDUS
Fidus Investment Corp

Financial Services
701
+ 2596.3%
$20.39 - $23.37 $14.3K - $16.4K
728 $14K
OXLC
Oxford Lane Capital Corp.

Financial Services
3.22K
New
$4.3 - $5.17 $13.8K - $16.6K
3.22K $14K
TMQ
Trilogy Metals Inc.

Basic Materials
9.26K
New
$1.08 - $1.99 $10K - $18.4K
9.26K $14K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
502
New
$28.55 - $29.09 $14.3K - $14.6K
502 $14K
CTRA
Coterra Energy Inc.

Energy
326
+ 28.82%
$25.51 - $29.83 $8.32K - $9.72K
1.46K $42K
BBY
Best Buy CO Inc

Consumer Cyclical
352
+ 37.01%
$70.3 - $91.1 $24.7K - $32.1K
1.3K $95K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
280
+ 45.31%
$49.67 - $51.43 $13.9K - $14.4K
898 $45K
TYL
Tyler Technologies Inc

Technology
19
+ 6.99%
$553.41 - $646.74 $10.5K - $12.3K
291 $169K
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
150
+ 214.29%
$125.01 - $201.52 $18.8K - $30.2K
220 $27K
CACI
Caci International Inc

Technology
31
New
N/A
31 $13K
USLM
United States Lime & Minerals Inc

Basic Materials
150
New
$85.17 - $125.32 $12.8K - $18.8K
150 $13K
NET
Cloudflare, Inc.

Technology
100
+ 45.45%
$110.71 - $176.5 $11.1K - $17.7K
320 $36K
CSWC
Capital Southwest Corp

Financial Services
608
New
$21.69 - $23.81 $13.2K - $14.5K
608 $13K
EFG
Msci Eafe Growth ETF

ETFs
50
+ 2.41%
$96.1 - $106.37 $4.81K - $5.32K
2.13K $214K
TDSC
Exchange Listed Fds Tr Cabana

ETFs
547
New
$24.36 - $25.91 $13.3K - $14.2K
547 $13K
PTC
Ptc Inc.

Technology
98
+ 200.0%
$153.3 - $193.48 $15K - $19K
147 $22K
NUE
Nucor Corp

Basic Materials
82
+ 10.82%
$114.48 - $142.52 $9.39K - $11.7K
840 $101K
MGK
Vanguard Mega Cap Growth ETF

ETFs
178
+ 14.86%
$307.43 - $357.48 $54.7K - $63.6K
1.38K $424K
GOLD
Barrick Gold Corp

Basic Materials
125
+ 5.0%
$15.45 - $19.56 $1.93K - $2.45K
2.63K $51K
CAH
Cardinal Health Inc

Healthcare
92
+ 180.39%
$118.02 - $137.77 $10.9K - $12.7K
143 $19K
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
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.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email