Advisor Net Financial, Inc Portfolio Holdings
Advisor Net Financial, Inc
- $1.46 Billion
- Q2 2025
Advisor Net Financial, Inc has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.46 Billion distributed in 2240 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 $68.4M, Dimensional ETF Tr with a value of $38.9M, Dimensional ETF Tr Dimensional with a value of $32.7M, Ishares Core U.S. Aggregate Bo with a value of $30.2M, and Jp Morgan ETF Tr Ultra Short I with a value of $29.6M.
Examining the 13F form we can see an increase of $191M in the current position value, from $1.27B to 1.46B.
Below you can find more details about Advisor Net Financial, Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 2,240
- Current Value $1.46 Billion
- Prior Value $1.27 Billion
- Filing
- Period Q2 2025
- Filing Date July 14, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 226 stocks
- Additional Purchases 814 stocks
- Sold out of 0 stocks
- Reduced holdings in 636 stocks