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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,977
  • Current Value $1.13 Billion
  • Prior Value $1.27 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 128 stocks
  • Additional Purchases 510 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 846 stocks
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