Advisor Net Financial, Inc has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.13 Billion distributed in 1977 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $37.3M, Apple Inc. with a value of $27.2M, Ishares Core U.S. Aggregate Bo with a value of $25.4M, Microsoft Corp with a value of $25.1M, and Vanguard Total Stock Market Et with a value of $23.2M.
Examining the 13F form we can see an decrease of $145M in the current position value, from $1.27B to 1.13B.
Also it can be appreciated an additional of 128 stocks purchases and 2 closed positions.
Below you can find more details about Advisor Net Financial, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.13 Billion
ETFs: $752 Million
Technology: $104 Million
Financial Services: $55 Million
Industrials: $49.9 Million
Healthcare: $38.7 Million
Consumer Cyclical: $27.6 Million
Communication Services: $22.7 Million
Consumer Defensive: $21.4 Million
Other: $41.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
