Advisor Net Financial, Inc Incresed Positions in Q1 2025

Advisor Net Financial, Inc

  • $1.27 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
210K
+ 79.37%
$33.98 - $39.84 $7.15M - $8.38M
476K $16.3M
CGXU
Capital Group Intl Focus Equit

ETFs
239K
+ 35.48%
$24.48 - $26.59 $5.86M - $6.37M
914K $22.7M
GLD
Spdr Gold Trust

ETFs
13K
+ 26.15%
$243.19 - $288.14 $3.15M - $3.74M
62.6K $18M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
196K
+ 46.14%
$32.42 - $36.13 $6.35M - $7.07M
620K $20.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
102K
+ 24.4%
$50.39 - $50.66 $5.15M - $5.17M
521K $26.4M
IVV
Ishares Core S&P 500 ETF

ETFs
11.8K
+ 18.67%
$554.06 - $615.85 $6.56M - $7.29M
75.3K $42M
PVAL
Putnam ETF Tr Putnam Focused L
111K
+ 42.86%
$36.8 - $39.59 $4.07M - $4.37M
368K $13.9M
XLC
Select Sector Spdr Tr Communic

ETFs
43.1K
+ 831.86%
$94.84 - $105.31 $4.08M - $4.53M
48.2K $4.62M
VOX
Vanguard Communication Service

ETFs
25.8K
+ 6029.67%
$147.73 - $169.24 $3.81M - $4.37M
26.2K $3.89M
SPY
Spdr S&P 500 ETF Trust

ETFs
7.49K
+ 35.9%
$551.42 - $612.93 $4.13M - $4.59M
28.3K $15.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
28.7K
+ 10.95%
$95.85 - $99.25 $2.75M - $2.85M
291K $28.7M
DFAU
Dimensional ETF Tr

ETFs
112K
+ 23.14%
$37.84 - $42.29 $4.23M - $4.72M
594K $22.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
105K
+ 13.35%
$27.01 - $28.54 $2.82M - $2.98M
888K $24.5M
SHV
Ishares Tr

ETFs
25.2K
+ 25.15%
$110.11 - $110.51 $2.77M - $2.78M
125K $13.9M
ARCC
Ares Capital Corp

Financial Services
125K
+ 5134.88%
$21.28 - $23.81 $2.66M - $2.97M
127K $2.82M
BOND
Pimco Active Bond Exchange Tra

ETFs
26.9K
+ 25.23%
$89.27 - $92.9 $2.4M - $2.5M
133K $12.3M
IYG
Ishares Tr

ETFs
32.3K
+ 1248.13%
$74.6 - $84.81 $2.41M - $2.74M
34.9K $2.71M
PFFA
Etfis Ser Tr I

ETFs
114K
+ 10834.66%
$21.21 - $22.3 $2.43M - $2.55M
115K $2.47M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
117K
+ 13103.36%
$20.7 - $21.15 $2.42M - $2.47M
118K $2.44M
ARKW
Ark Next Generation Internet E

ETFs
25K
+ 99900.0%
$91.59 - $125.64 $2.29M - $3.14M
25K $2.41M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
42.4K
+ 14.12%
$42.5 - $46.71 $1.8M - $1.98M
343K $15.5M
SCHO
Schwab Short Term Us Treasury

ETFs
85.5K
+ 12.73%
$24.1 - $24.34 $2.06M - $2.08M
757K $18.4M
UNH
Unitedhealth Group Inc

Healthcare
3.92K
+ 52.77%
$461.52 - $548.18 $1.81M - $2.15M
11.3K $5.94M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
24.5K
+ 14.89%
$81.83 - $82.73 $2.01M - $2.03M
189K $15.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
39.1K
+ 34.26%
$56.17 - $59.71 $2.2M - $2.33M
153K $8.68M
VEA
Vanguard Ftse Developed Market

ETFs
14.4K
+ 3.83%
$47.4 - $52.99 $682K - $763K
390K $20M
VCR
Vanguard Consumer Discretionar

ETFs
5.02K
+ 1081.47%
$318.51 - $391.75 $1.6M - $1.97M
5.48K $1.79M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
33.8K
+ 104.83%
$51.45 - $58.51 $1.74M - $1.98M
66.1K $3.42M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
52K
+ 10.4%
$25.35 - $27.46 $1.32M - $1.43M
551K $14.6M
XLY
Select Sector Spdr Consumer Di

ETFs
7.92K
+ 1903.13%
$192.6 - $233.2 $1.52M - $1.85M
8.33K $1.64M
IDV
Ishares Tr

ETFs
20.3K
+ 8.86%
$27.0 - $31.7 $549K - $645K
250K $7.8M
VDC
Vanguard Consumer Staples ETF

ETFs
6.41K
+ 826.58%
$206.54 - $226.16 $1.32M - $1.45M
7.18K $1.55M
CGDV
Capital Group Divid Value ETF

ETFs
36.2K
+ 21.34%
$34.95 - $37.36 $1.27M - $1.35M
206K $7.31M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
30.1K
+ 44.07%
$40.79 - $42.32 $1.23M - $1.27M
98.3K $4.13M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
26K
+ 20.77%
$64.88 - $72.1 $1.69M - $1.88M
151K $9.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
9.4K
+ 29.16%
$126.11 - $135.06 $1.19M - $1.27M
41.6K $5.31M
PM
Philip Morris International Inc.

Consumer Defensive
693
+ 2.56%
$117.15 - $158.79 $81.2K - $110K
27.8K $4.41M
MMM
3 M CO

Industrials
5.34K
+ 32.26%
$129.7 - $155.12 $692K - $828K
21.9K $3.21M
UITB
Usaa ETF Tr Core Intermediate

ETFs
20.3K
+ 16.36%
$45.41 - $47.18 $923K - $959K
145K $6.77M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.98K
+ 16.36%
$507.05 - $563.67 $1.51M - $1.68M
21.2K $10.8M
IAU
Ishares Gold Trust

ETFs
475
+ 0.49%
$49.74 - $58.96 $23.6K - $28K
97.5K $5.75M
KMI
Kinder Morgan, Inc.

Energy
31.6K
+ 402.46%
$26.1 - $31.22 $824K - $985K
39.4K $1.12M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
36.6K
+ 73.88%
$23.87 - $24.35 $874K - $892K
86.2K $2.06M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
27.5K
+ 13.22%
$57.21 - $65.8 $1.58M - $1.81M
236K $13.7M
GE
General Electric CO

Industrials
790
+ 4.87%
$168.59 - $212.13 $133K - $168K
17K $3.41M
CGCP
Capital Group Core Plus Income

ETFs
30.2K
+ 41.12%
$21.94 - $22.64 $663K - $684K
104K $2.32M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
20.6K
+ 45711.11%
$32.13 - $33.82 $661K - $696K
20.6K $665K
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.07K
+ 37.9%
$169.43 - $182.84 $690K - $744K
14.8K $2.54M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.07K
+ 8.89%
$74.85 - $84.89 $304K - $345K
49.8K $4.1M
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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