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
PEY
Invesco Exchange Traded Fd Tr

ETFs
29.4K
+ 37.29%
$20.82 - $22.08 $612K - $649K
108K $2.3M
IQLT
Ishares Msci Intl Quality Fact

ETFs
2.35K
+ 1.45%
$36.91 - $41.03 $86.6K - $96.2K
164K $6.55M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
26K
+ 81343.75%
$16.18 - $18.56 $421K - $483K
26.1K $435K
IXUS
Ishares Tr

ETFs
618
+ 0.68%
$65.06 - $72.31 $40.2K - $44.7K
91K $6.4M
VV
Vanguard Large Cap ETF

ETFs
1.91K
+ 38.1%
$253.32 - $282.66 $484K - $540K
6.93K $1.77M
OKE
Oneok Inc

Energy
4.38K
+ 14.7%
$89.57 - $109.85 $392K - $481K
34.1K $3.39M
VO
Vanguard Mid Cap ETF

ETFs
1.96K
+ 12.46%
$251.87 - $277.95 $495K - $546K
17.7K $4.56M
VGIT
Vanguard Intermediate Term Tre

ETFs
4.49K
+ 5.68%
$57.44 - $59.4 $258K - $267K
83.5K $4.95M
MSTR
Microstrategy Inc

Technology
1.27K
+ 28.99%
$239.27 - $396.5 $304K - $504K
5.65K $1.64M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.67K
+ 1.83%
$18.36 - $20.51 $67.4K - $75.3K
204K $4.07M
CVX
Chevron Corp

Energy
512
+ 4.3%
$146.71 - $167.97 $75.1K - $86K
12.4K $2.08M
V
Visa Inc.

Financial Services
295
+ 4.33%
$306.92 - $362.71 $90.5K - $107K
7.11K $2.49M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
12.1K
+ 59.48%
$31.63 - $35.22 $382K - $425K
32.3K $1.03M
MDT
Medtronic PLC

Healthcare
3.02K
+ 55.37%
$79.84 - $94.5 $241K - $285K
8.47K $761K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.6K
+ 7.89%
$33.84 - $37.77 $156K - $174K
62.9K $2.31M
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.48K
+ 259.85%
$106.31 - $123.73 $264K - $307K
3.43K $424K
WMT
Walmart Inc.

Consumer Defensive
4.27K
+ 18.41%
$84.5 - $105.05 $361K - $449K
27.5K $2.41M
HEFA
Ishares Currency Hedged Msci E

ETFs
3.12K
+ 2.94%
$34.83 - $37.52 $109K - $117K
109K $4M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.06K
+ 36.48%
$50.48 - $51.04 $306K - $309K
22.7K $1.15M
ABBV
Abb Vie Inc.

Healthcare
593
+ 10.49%
$169.2 - $216.66 $100K - $128K
6.25K $1.31M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3K
+ 78.77%
$100.34 - $100.68 $301K - $302K
6.8K $684K
COST
Costco Wholesale Corp

Consumer Defensive
158
+ 3.07%
$890.62 - $1076.86 $141K - $170K
5.31K $5.02M
JNJ
Johnson & Johnson

Healthcare
362
+ 3.26%
$142.06 - $167.7 $51.4K - $60.7K
11.5K $1.9M
EMB
Ishares Tr

ETFs
2.84K
+ 18.64%
$88.64 - $92.03 $252K - $262K
18.1K $1.64M
FE
Firstenergy Corp

Utilities
6.32K
+ 58.93%
$37.95 - $43.5 $240K - $275K
17K $689K
PNW
Pinnacle West Capital Corp

Utilities
1.4K
+ 11.8%
$81.76 - $95.25 $115K - $134K
13.3K $1.27M
TBUX
T Rowe Price Exchange Traded F

ETFs
5.11K
+ 43.16%
$49.57 - $49.82 $253K - $254K
16.9K $840K
XEL
Xcel Energy Inc

Utilities
2.87K
+ 20.73%
$63.37 - $72.1 $182K - $207K
16.7K $1.18M
IEMG
Ishares Inc

ETFs
4.45K
+ 9.95%
N/A
49.2K $2.64M
IBM
International Business Machines Corp

Technology
218
+ 3.53%
$217.4 - $264.74 $47.4K - $57.7K
6.4K $1.59M
ISRG
Intuitive Surgical Inc

Healthcare
510
+ 65.98%
$476.63 - $610.45 $243K - $311K
1.28K $635K
EXC
Exelon Corp

Utilities
563
+ 2.34%
$37.3 - $46.08 $21K - $25.9K
24.6K $1.14M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
652
+ 2.21%
$67.08 - $76.14 $43.7K - $49.6K
30.2K $2.24M
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
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
4.8K
+ 53.58%
$44.81 - $46.22 $215K - $222K
13.8K $618K
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
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
BMY
Bristol Myers Squibb CO

Healthcare
479
+ 1.38%
$53.9 - $63.11 $25.8K - $30.2K
35.3K $2.15M
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
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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