Advisor Net Financial, Inc Reduced Holdings in Q3 2025

Advisor Net Financial, Inc

  • $1.66 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ISRG
Intuitive Surgical Inc

Healthcare
-84
- 6.61%
$433.66 - $544.47 $36.4K - $45.7K
1.19K $530K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-2.03K
- 98.31%
$75.26 - $80.19 $153K - $163K
35 $2K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-16.9K
- 8.33%
$21.69 - $23.34 $366K - $394K
186K $4.32M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-2.36K
- 81.2%
$63.88 - $69.11 $151K - $163K
546 $37K
XLE
Energy Sector Spdr

ETFs
-2.01K
- 23.35%
$84.25 - $91.99 $169K - $185K
6.6K $589K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-794
- 75.55%
$138.59 - $171.12 $110K - $136K
257 $36K
LLY
Eli Lilly & CO

Healthcare
-113
- 4.66%
$625.65 - $812.69 $70.7K - $91.8K
2.31K $1.76M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-3.78K
- 7.79%
$41.43 - $44.2 $157K - $167K
44.7K $1.98M
PFE
Pfizer Inc

Healthcare
-6.76K
- 15.94%
$23.29 - $25.88 $157K - $175K
35.7K $908K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-5.73K
- 6.64%
$22.64 - $23.22 $130K - $133K
80.5K $1.86M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-1.05K
- 25.58%
$133.48 - $144.38 $140K - $151K
3.05K $434K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-1.68K
- 33.27%
$67.48 - $71.55 $113K - $120K
3.36K $238K
ACN
Accenture PLC

Technology
-77
- 4.37%
$232.56 - $304.78 $17.9K - $23.5K
1.69K $415K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-4.09K
- 33.08%
$33.13 - $36.31 $136K - $149K
8.28K $299K
MRK
Merck & Co., Inc.

Healthcare
-2.06K
- 14.74%
$77.6 - $87.37 $160K - $180K
11.9K $1M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-2.71K
- 28.85%
$42.21 - $43.91 $114K - $119K
6.69K $293K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-104
- 1.8%
$38.58 - $58.24 $4.01K - $6.06K
5.68K $222K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.31K
- 15.13%
$45.6 - $46.92 $105K - $108K
13K $605K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.17K
- 10.16%
N/A
10.4K $889K
V
Visa Inc.

Financial Services
-18
- 0.26%
$332.09 - $358.86 $5.98K - $6.46K
6.84K $2.34M
ADBE
Adobe Inc.

Technology
-90
- 4.5%
$333.65 - $392.1 $30K - $35.3K
1.91K $673K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-980
- 98.99%
$94.03 - $117.16 $92.1K - $115K
10 $0
DOW
Dow Inc.

Basic Materials
-2.27K
- 17.36%
$20.87 - $30.37 $47.5K - $69.1K
10.8K $248K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-32.4K
- 3.28%
$26.38 - $27.95 $854K - $905K
955K $26.1M
INTC
Intel Corp

Technology
-8.7K
- 48.43%
$19.31 - $35.5 $168K - $309K
9.26K $310K
FDS
Factset Research Systems Inc

Financial Services
-1
- 0.18%
$283.86 - $450.3 $284 - $450
568 $162K
PKI
Perkinelmer Inc

Healthcare
-751
- 82.17%
N/A
163 $19K
CMCSA
Comcast Corp

Communication Services
-1.19K
- 9.71%
$31.41 - $36.33 $37.4K - $43.3K
11.1K $348K
INTU
Intuit Inc

Technology
-74
- 25.87%
$646.03 - $807.39 $47.8K - $59.7K
212 $144K
IYH
Ishares Tr

ETFs
-1.47K
- 49.92%
$54.36 - $58.96 $80.1K - $86.9K
1.48K $86K
FSK
Fs Kkr Capital Corp

Financial Services
-1.95K
- 23.69%
$14.93 - $22.48 $29.1K - $43.8K
6.27K $93K
VEEV
Veeva Systems Inc

Healthcare
-270
- 76.7%
$269.2 - $297.91 $72.7K - $80.4K
82 $24K
TGT
Target Corp

Consumer Defensive
-380
- 8.18%
$86.56 - $107.43 $32.9K - $40.8K
4.27K $382K
EKG
First Tr Exc Trd Fd Ii Nasdaq

ETFs
-4.19K
- 57.85%
$16.64 - $17.88 $69.7K - $74.9K
3.05K $53K
EFG
Msci Eafe Growth ETF

ETFs
-694
- 24.85%
$106.99 - $114.46 $74.3K - $79.4K
2.1K $239K
CPRT
Copart Inc

Consumer Cyclical
-1.39K
- 63.63%
$44.6 - $49.97 $61.9K - $69.4K
794 $35K
DIS
Walt Disney CO

Communication Services
-51
- 0.8%
$112.25 - $124.0 $5.72K - $6.32K
6.32K $723K
KMI
Kinder Morgan, Inc.

Energy
-838
- 2.08%
$26.23 - $28.5 $22K - $23.9K
39.4K $1.11M
BMY
Bristol Myers Squibb CO

Healthcare
-471
- 1.26%
$43.31 - $48.98 $20.4K - $23.1K
36.8K $1.66M
AWK
American Water Works Company, Inc.

Utilities
-458
- 27.67%
$135.05 - $147.0 $61.9K - $67.3K
1.2K $166K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.19K
- 11.69%
$91.28 - $97.59 $108K - $116K
8.97K $860K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
-1.51K
- 20.64%
$49.55 - $52.25 $74.6K - $78.6K
5.79K $302K
TWLO
Twilio Inc

Communication Services
-500
- 94.16%
$92.44 - $132.7 $46.2K - $66.4K
31 $3K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.32K
- 22.72%
$49.05 - $49.99 $64.5K - $65.8K
4.48K $222K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-1.46K
- 37.31%
$45.4 - $47.61 $66.2K - $69.4K
2.45K $116K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-774
- 85.71%
$82.42 - $87.03 $63.8K - $67.4K
129 $11K
OKTA
Okta, Inc.

Technology
-602
- 85.39%
$88.51 - $101.1 $53.3K - $60.9K
103 $9K
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
-4.99K
- 59.35%
$11.75 - $12.05 $58.6K - $60.1K
3.42K $40K
ALC
Alcon Inc

Healthcare
-492
- 29.41%
$73.24 - $92.22 $36K - $45.4K
1.18K $87K
Activity Summary
Buys All Purchases 836 New Holdings 124 Increased Positions 712 Sells All Sells 568 Reductions 568 Sold out 0 Options Calls 12 Puts 1
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