Advisor Net Financial, Inc Incresed Positions in Q2 2025

Advisor Net Financial, Inc

  • $1.46 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
34.9K
+ 46.38%
$498.8 - $620.9 $17.4M - $21.7M
110K $68.4M
DFAU
Dimensional ETF Tr

ETFs
324K
+ 54.49%
$34.04 - $42.36 $11M - $13.7M
918K $38.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
192K
+ 1183.28%
$72.02 - $73.82 $13.8M - $14.2M
208K $15.4M
IDEV
Ishares Core Msci Intl Develop

ETFs
166K
+ 31897.89%
$61.79 - $76.67 $10.3M - $12.7M
167K $12.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
83.5K
+ 200.47%
$114.78 - $133.31 $9.58M - $11.1M
125K $16.7M
DFIC
Dimensional ETF Tr Dimensional

ETFs
144K
+ 15.83%
$24.94 - $31.15 $3.59M - $4.48M
1.05M $32.7M
VO
Vanguard Mid Cap ETF

ETFs
24.4K
+ 137.87%
$228.54 - $279.83 $5.59M - $6.84M
42.2K $11.8M
NVDA
Nvidia Corp

Technology
567
+ 0.43%
$94.31 - $157.99 $53.5K - $89.6K
133K $21.1M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
96.8K
+ 146.55%
$45.88 - $54.4 $4.44M - $5.27M
163K $8.86M
JEPI
J P Morgan Exchange Traded Fd

ETFs
93.3K
+ 60.92%
$51.14 - $57.0 $4.77M - $5.32M
246K $14M
DFAS
Dimensional ETF Tr U S Small C

ETFs
49.4K
+ 18.89%
$52.31 - $63.72 $2.58M - $3.15M
311K $19.8M
CGGR
Capital Group Growth ETF Shs C

ETFs
19.9K
+ 4.19%
$30.53 - $40.65 $609K - $811K
496K $20.1M
VEA
Vanguard Ftse Developed Market

ETFs
26.3K
+ 6.74%
$45.65 - $57.01 $1.2M - $1.5M
417K $23.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
34.9K
+ 23.04%
$58.41 - $72.69 $2.04M - $2.54M
186K $13.5M
VB
Vanguard Small Cap ETF

ETFs
14.3K
+ 100.09%
$193.73 - $237.37 $2.77M - $3.4M
28.6K $6.78M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
58.8K
+ 10.66%
$23.4 - $29.68 $1.38M - $1.74M
610K $18.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
40.7K
+ 6.56%
$29.12 - $35.84 $1.18M - $1.46M
661K $23.7M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
118K
+ 2033.93%
$22.92 - $28.05 $2.7M - $3.3M
124K $3.47M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
63.4K
+ 12.17%
$50.36 - $50.68 $3.19M - $3.21M
584K $29.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
34.9K
+ 215.79%
$91.43 - $91.74 $3.19M - $3.2M
51.1K $4.69M
CGXU
Capital Group Intl Focus Equit

ETFs
32.8K
+ 3.59%
$21.44 - $27.35 $704K - $898K
947K $25.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
29.7K
+ 59.75%
$72.96 - $90.39 $2.17M - $2.69M
79.5K $7.11M
GLD
Spdr Gold Trust

ETFs
5.23K
+ 8.36%
$273.71 - $316.29 $1.43M - $1.65M
67.8K $20.7M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
25.5K
+ 13.48%
$82.21 - $83.12 $2.1M - $2.12M
215K $17.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
398
+ 1.77%
$416.06 - $551.64 $166K - $220K
22.8K $12.6M
PVAL
Putnam ETF Tr Putnam Focused L
27.8K
+ 7.55%
$33.6 - $40.23 $935K - $1.12M
396K $15.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.9K
+ 3.19%
$39.89 - $49.46 $436K - $540K
354K $17.5M
IEMG
Ishares Inc

ETFs
34.9K
+ 70.91%
N/A
84K $4.51M
APH
Amphenol Corp

Technology
15.4K
+ 164.06%
$59.09 - $98.75 $912K - $1.52M
24.8K $2.45M
PEY
Invesco Exchange Traded Fd Tr

ETFs
89.8K
+ 82.9%
$18.68 - $21.54 $1.68M - $1.93M
198K $4.04M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
99.4K
+ 11.2%
$24.32 - $27.87 $2.42M - $2.77M
987K $26.2M
AVGO
Broadcom Inc.

Technology
543
+ 3.87%
$146.29 - $275.65 $79.4K - $150K
14.6K $4.02M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
574
+ 2.71%
$456.74 - $568.03 $262K - $326K
21.8K $12.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
14.1K
+ 4.84%
$96.84 - $99.46 $1.36M - $1.4M
305K $30.2M
AFIF
Two Rds Shared Tr

ETFs
146K
+ 31.42%
$9.07 - $9.31 $1.32M - $1.36M
610K $5.68M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
766
+ 3.81%
$141.37 - $228.57 $108K - $175K
20.9K $4.73M
TSLA
Tesla, Inc.

Consumer Cyclical
1.28K
+ 7.73%
$221.86 - $362.89 $283K - $463K
17.8K $5.64M
CGDV
Capital Group Divid Value ETF

ETFs
13.4K
+ 6.49%
$31.93 - $39.49 $427K - $528K
219K $8.67M
JPM
Jpmorgan Chase & CO

Financial Services
521
+ 1.93%
$210.28 - $289.91 $110K - $151K
27.5K $7.97M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
41.5K
+ 128.29%
$28.02 - $32.37 $1.16M - $1.34M
73.8K $2.35M
ARKW
Ark Next Generation Internet E

ETFs
5
+ 0.02%
$82.77 - $147.9 $414 - $740
25K $3.69M
SHV
Ishares Tr

ETFs
11.2K
+ 8.96%
$110.06 - $110.46 $1.24M - $1.24M
137K $15.1M
AMZN
Amazon Com Inc

Consumer Cyclical
366
+ 0.93%
$167.32 - $223.3 $61.2K - $81.7K
39.5K $8.67M
PLTR
Palantir Technologies Inc.

Technology
2.84K
+ 17.8%
$74.01 - $144.25 $210K - $409K
18.8K $2.56M
GE
General Electric CO

Industrials
621
+ 3.65%
$166.81 - $257.39 $104K - $160K
17.6K $4.54M
VONG
Vanguard Russell 1000 Growth E

ETFs
9.53K
+ 187.66%
$82.51 - $109.2 $787K - $1.04M
14.6K $1.6M
CNP
Centerpoint Energy Inc

Utilities
28.2K
+ 257.23%
$35.5 - $39.05 $1M - $1.1M
39.1K $1.44M
COF
Capital One Financial Corp

Financial Services
2.57K
+ 19.04%
$150.57 - $212.76 $387K - $547K
16.1K $3.42M
AMGN
Amgen Inc

Healthcare
3.76K
+ 177.81%
$262.28 - $309.85 $986K - $1.16M
5.87K $1.64M
Activity Summary
Buys All Purchases 1040 New Holdings 226 Increased Positions 814 Sells All Sells 636 Reductions 636 Sold out 0 Options Calls 9 Puts 3
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