Advisor Net Financial, Inc Reduced Holdings in Q1 2025

Advisor Net Financial, Inc

  • $1.27 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-71
- 0.07%
$209.68 - $247.1 $14.9K - $17.5K
109K $24.1M
MUB
Ishares National Muni Bond ETF

ETFs
-15.7K
- 42.66%
$104.71 - $107.69 $1.64M - $1.69M
21.1K $2.22M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-31.4K
- 66.97%
$49.25 - $50.66 $1.55M - $1.59M
15.5K $767K
XLK
Technology Sector Spdr

ETFs
-3.22K
- 11.12%
$206.38 - $242.18 $665K - $780K
25.7K $5.31M
AVGO
Broadcom Inc.

Technology
-1.9K
- 11.93%
$167.43 - $244.7 $318K - $465K
14K $2.35M
CSX
Csx Corp

Industrials
-28.1K
- 22.7%
$29.11 - $33.67 $817K - $945K
95.6K $2.81M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-36.1K
- 43.3%
$23.16 - $27.04 $837K - $977K
47.3K $1.11M
FNDX
Schwab Fundamental U S Large C

ETFs
-39.7K
- 25.34%
$23.03 - $25.01 $915K - $994K
117K $2.74M
BX
Blackstone Inc.

Financial Services
-2.9K
- 22.85%
$136.53 - $186.74 $396K - $542K
9.79K $1.37M
BNDX
Vanguard Total International B

ETFs
-15.3K
- 15.65%
$48.33 - $49.5 $739K - $757K
82.4K $4.02M
NJUL
Innovator Growth 100 Power Buf

Technology
-10.5K
- 59.07%
$59.98 - $64.86 $628K - $679K
7.25K $435K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-18.6K
- 31.05%
$24.91 - $29.02 $463K - $539K
41.3K $1.03M
CARR
Carrier Global Corp

Industrials
-2.46K
- 3.07%
$62.07 - $70.55 $153K - $174K
77.8K $4.93M
ETN
Eaton Corp PLC

Industrials
-520
- 8.24%
$271.83 - $371.23 $141K - $193K
5.79K $1.57M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-5.37K
- 98.15%
$68.14 - $78.99 $366K - $424K
101 $6K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-4.43K
- 43.58%
$111.19 - $129.47 $492K - $573K
5.73K $733K
FSK
Fs Kkr Capital Corp

Financial Services
-16.8K
- 63.69%
$20.47 - $24.06 $345K - $405K
9.6K $201K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-160
- 1.48%
$254.58 - $302.92 $40.7K - $48.5K
10.6K $2.74M
ROBO
Robo Global Robotics And Autom

ETFs
-6.09K
- 72.15%
$52.29 - $60.89 $319K - $371K
2.35K $122K
PKG
Packaging Corp Of America

Consumer Cyclical
-891
- 14.34%
$192.03 - $242.13 $171K - $216K
5.32K $1.05M
MRK
Merck & Co., Inc.

Healthcare
-1.59K
- 9.1%
$83.01 - $101.02 $132K - $161K
15.9K $1.43M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-12.3K
- 23.64%
$25.77 - $27.6 $317K - $339K
39.7K $1.05M
FNDA
Schwab Fundamental U S Small C

ETFs
-9.38K
- 43.96%
$26.87 - $30.99 $252K - $291K
12K $326K
CE
Celanese Corp

Basic Materials
-3.36K
- 36.09%
$47.02 - $74.12 $158K - $249K
5.95K $337K
FNDB
Schwab Fundamental U S Broad M

ETFs
-12.5K
- 29.42%
$22.52 - $24.48 $281K - $306K
30K $684K
JPM
Jpmorgan Chase & CO

Financial Services
-1.89K
- 6.56%
$225.19 - $279.95 $426K - $530K
27K $6.61M
VTWG
Vanguard Russell 2000 Growth E

ETFs
-135
- 1.13%
$185.73 - $221.19 $25.1K - $29.9K
11.8K $2.22M
XLI
Industrial Sector Spdr

ETFs
-2.11K
- 38.38%
$128.78 - $141.67 $271K - $298K
3.38K $439K
CAT
Caterpillar Inc

Industrials
-214
- 3.86%
$326.75 - $407.63 $69.9K - $87.2K
5.33K $1.76M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-63
- 0.64%
$497.6 - $606.74 $31.3K - $38.2K
9.73K $4.84M
GBIL
Goldman Sachs Access Treasury

ETFs
-2.44K
- 57.97%
$99.85 - $100.19 $243K - $244K
1.77K $177K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.31K
- 15.69%
$102.49 - $119.96 $134K - $157K
7.05K $733K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-3.1K
- 66.1%
$48.65 - $66.04 $151K - $205K
1.59K $84K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
-1.21K
- 1.69%
$19.2 - $24.32 $23.2K - $29.4K
70.6K $1.36M
HON
Honeywell International Inc

Industrials
-404
- 4.5%
$202.75 - $226.52 $81.9K - $91.5K
8.58K $1.82M
IWP
Ishares Russell Mid Cap Growth

ETFs
-315
- 1.72%
$114.9 - $139.6 $36.2K - $44K
18K $2.12M
VBR
Vanguard Small Cap Value ETF

ETFs
-71
- 0.47%
$183.02 - $207.75 $13K - $14.8K
15.1K $2.8M
IR
Ingersoll Rand Inc.

Industrials
-82
- 0.44%
$79.44 - $94.23 $6.51K - $7.73K
18.6K $1.49M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-467
- 1.15%
$40.03 - $46.81 $18.7K - $21.9K
40.2K $1.63M
PATH
Ui Path, Inc.

Technology
-15K
- 96.21%
$9.97 - $15.19 $149K - $227K
589 $6K
BAC
Bank Of America Corp

Financial Services
-1.6K
- 3.35%
$39.61 - $47.74 $63.5K - $76.6K
46.2K $1.93M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-4K
- 70.96%
$39.91 - $43.97 $160K - $176K
1.64K $66K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-304
- 45.37%
$314.47 - $431.35 $95.6K - $131K
366 $134K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-40
- 0.19%
$120.29 - $134.6 $4.81K - $5.38K
20.6K $2.5M
O
Realty Income Corp

Real Estate
-3.29K
- 38.62%
$51.67 - $58.49 $170K - $192K
5.22K $302K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-2.98K
- 24.09%
$50.72 - $50.92 $151K - $152K
9.39K $477K
USB
Us Bancorp \De\

Financial Services
-2.15K
- 20.37%
$40.92 - $50.9 $88.1K - $110K
8.42K $355K
ADBE
Adobe Inc.

Technology
-37
- 1.71%
$377.84 - $464.11 $14K - $17.2K
2.13K $815K
NLOK
Norton Life Lock Inc.

Technology
-6.7K
- 13.04%
N/A
44.7K $960K
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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