Advisor Net Financial, Inc Reduced Holdings in Q4 2024

Advisor Net Financial, Inc

  • $1.13 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-863K
- 87.31%
$66.77 - $71.52 $57.6M - $61.7M
125K $8.64M
IYW
Ishares Dj Us Tech ETF

ETFs
-94.4K
- 91.45%
$148.14 - $166.23 $14M - $15.7M
8.82K $1.41M
ORCL
Oracle Corp

Technology
-41.2K
- 83.03%
$165.41 - $192.43 $6.81M - $7.92M
8.41K $1.4M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-32.8K
- 95.7%
$176.42 - $186.91 $5.79M - $6.13M
1.48K $262K
IVW
Ishares S&P 500 Growth ETF

ETFs
-61.8K
- 82.38%
$94.43 - $105.47 $5.84M - $6.52M
13.2K $1.34M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-160K
- 98.9%
$29.73 - $30.81 $4.75M - $4.92M
1.78K $54K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-95.3K
- 95.75%
$49.03 - $53.35 $4.67M - $5.09M
4.23K $216K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-99.3K
- 88.97%
$45.07 - $47.1 $4.47M - $4.68M
12.3K $556K
EFG
Msci Eafe Growth ETF

ETFs
-39.6K
- 95.01%
$96.83 - $106.88 $3.84M - $4.23M
2.08K $201K
IFRA
Ishares Tr

ETFs
-89.9K
- 99.44%
$45.94 - $51.71 $4.13M - $4.65M
506 $23K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-66.4K
- 93.3%
$22.63 - $47.53 $1.5M - $3.16M
4.77K $108K
MSFT
Microsoft Corp

Technology
-5.93K
- 9.05%
$406.35 - $454.46 $2.41M - $2.69M
59.6K $25.1M
IVE
Ishares S&P 500 Value ETF

ETFs
-13K
- 63.78%
$189.5 - $206.17 $2.46M - $2.68M
7.39K $1.41M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-18.2K
- 83.52%
$124.61 - $133.96 $2.27M - $2.44M
3.6K $463K
MBB
Ishares Tr

ETFs
-21.1K
- 81.72%
$91.26 - $95.82 $1.92M - $2.02M
4.71K $431K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-31.9K
- 95.92%
$55.45 - $61.08 $1.77M - $1.95M
1.36K $75K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.18K
- 10.77%
$501.29 - $612.85 $593K - $724K
9.79K $5.09M
CARR
Carrier Global Corp

Industrials
-7.32K
- 8.36%
$66.69 - $82.65 $488K - $605K
80.2K $5.48M
MRK
Merck & Co., Inc.

Healthcare
-11.4K
- 39.4%
$96.31 - $114.76 $1.1M - $1.31M
17.5K $1.74M
IWP
Ishares Russell Mid Cap Growth

ETFs
-12.5K
- 40.59%
$116.4 - $138.52 $1.46M - $1.74M
18.4K $2.33M
HON
Honeywell International Inc

Industrials
-7.06K
- 44.01%
$202.84 - $236.0 $1.43M - $1.67M
8.99K $2.03M
NJUL
Innovator Growth 100 Power Buf

Technology
-20.2K
- 53.29%
$60.22 - $63.94 $1.22M - $1.29M
17.7K $1.11M
XOM
Exxon Mobil Corp

Energy
-1.94K
- 2.14%
$105.51 - $125.37 $204K - $243K
88.5K $9.52M
CSX
Csx Corp

Industrials
-23.1K
- 15.73%
$31.58 - $36.88 $729K - $851K
124K $3.99M
LLY
Eli Lilly & CO

Healthcare
-841
- 26.3%
$727.2 - $932.06 $612K - $784K
2.36K $1.82M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-9.48K
- 79.33%
$87.1 - $98.49 $826K - $934K
2.47K $215K
LMT
Lockheed Martin Corp

Industrials
-286
- 3.48%
$479.66 - $614.62 $137K - $176K
7.93K $3.85M
IEMG
Ishares Inc

ETFs
-15.3K
- 25.49%
N/A
44.7K $2.4M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-13.5K
- 74.9%
$51.58 - $52.91 $694K - $712K
4.51K $233K
UNH
Unitedhealth Group Inc

Healthcare
-169
- 2.23%
$485.52 - $625.25 $82.1K - $106K
7.42K $3.75M
PH
Parker Hannifin Corp

Industrials
-1.07K
- 42.85%
$621.74 - $709.46 $667K - $761K
1.43K $910K
GBIL
Goldman Sachs Access Treasury

ETFs
-6.66K
- 61.29%
$99.85 - $100.22 $665K - $667K
4.2K $420K
TGT
Target Corp

Consumer Defensive
-3.93K
- 65.8%
$121.59 - $160.69 $477K - $631K
2.04K $275K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-11.9K
- 49.04%
$50.67 - $50.9 $604K - $606K
12.4K $627K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-3.26K
- 94.03%
$170.03 - $192.78 $554K - $628K
207 $38K
NOC
Northrop Grumman Corp

Industrials
-349
- 5.17%
$466.52 - $543.88 $163K - $190K
6.4K $3.01M
VZ
Verizon Communications Inc

Communication Services
-7.32K
- 13.69%
$39.6 - $45.21 $290K - $331K
46.2K $1.85M
XEL
Xcel Energy Inc

Utilities
-8.75K
- 38.72%
$62.16 - $72.92 $544K - $638K
13.9K $935K
IEFA
Ishares Tr

ETFs
-4.05K
- 14.03%
$70.06 - $77.43 $284K - $313K
24.8K $1.74M
ABT
Abbott Laboratories

Healthcare
-3.91K
- 7.37%
$111.93 - $119.39 $437K - $467K
49.1K $5.55M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-857
- 7.32%
$442.29 - $483.08 $379K - $414K
10.9K $4.92M
IAU
Ishares Gold Trust

ETFs
-9.05K
- 8.53%
$48.37 - $52.65 $438K - $477K
97K $4.8M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-8.82K
- 10.11%
$50.73 - $51.08 $448K - $451K
78.4K $3.99M
RTX
Raytheon Technologies Corp

Industrials
-2.86K
- 13.2%
$114.45 - $127.21 $327K - $363K
18.8K $2.17M
TDG
Trans Digm Group Inc

Industrials
-216
- 20.79%
$1239.0 - $1442.53 $268K - $312K
823 $1.04M
JNJ
Johnson & Johnson

Healthcare
-1.42K
- 11.33%
$143.34 - $165.86 $204K - $236K
11.1K $1.61M
MELI
Mercadolibre Inc

Consumer Cyclical
-45
- 4.61%
$1666.0 - $2117.3 $75K - $95.3K
932 $1.58M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.43K
- 29.08%
$113.92 - $127.38 $391K - $437K
8.36K $963K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-8.5K
- 73.96%
$43.84 - $48.76 $372K - $414K
2.99K $131K
Activity Summary
Buys All Purchases 638 New Holdings 128 Increased Positions 510 Sells All Sells 848 Reductions 846 Sold out 2 Options Calls 6 Puts 3
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