Advisornet Financial, Inc
CIK Number: 0001409362
Main Sectors:
Top Industries:
Filing Date: Apr 7, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 646.52 | -0.25% | 75.28K | +18.67% | 42.3M | 495.88 | 3.14% | Share |
| 2 | AGG | iShares Core U.... | 98.94 | -0.15% | 290.81K | +10.95% | 28.77M | 99.47 | 2.14% | Share |
| 3 | JPST | JPMorgan Ultra-... | 50.63 | +0.04% | 520.8K | +24.40% | 26.37M | 50.41 | 1.96% | Share |
| 4 | DFIC | Dimensional Int... | 32.26 | +0.51% | 908.78K | +6.14% | 25.24M | 24.99 | 1.87% | Share |
| 5 | SCHD | Schwab U.S. Div... | 27.34 | -0.02% | 887.61K | +13.35% | 24.82M | 25.1 | 1.84% | Share |
| 6 | AAPL | Apple Inc. | 231.56 | -0.52% | 108.69K | -0.07% | 24.14M | 68.01 | 1.79% | Share |
| 7 | DFAU | Dimensional US ... | 44.16 | -0.28% | 594.3K | +23.14% | 22.84M | 31.9 | 1.70% | Share |
| 8 | MSFT | Microsoft Corpo... | 519.97 | -0.48% | 59.71K | +0.15% | 22.42M | 135.97 | 1.66% | Share |
| 9 | CGXU | Capital Group I... | 28.09 | +0.63% | 914.21K | +35.48% | 22.38M | 24.27 | 1.66% | Share |
| 10 | VTI | Vanguard Total ... | 316.44 | -0.24% | 80.61K | +0.85% | 22.15M | 207.29 | 1.64% | Share |
| 11 | DFAC | Dimensional U.S... | 37.33 | -0.35% | 620.15K | +46.14% | 20.46M | 30.04 | 1.52% | Share |
| 12 | VEA | Vanguard Develo... | 58.88 | +0.45% | 390.41K | +3.83% | 19.84M | 49.49 | 1.47% | Share |
| 13 | SCHO | Schwab Short-Te... | 24.32 | +0.02% | 757.1K | +12.73% | 18.43M | 24.24 | 1.37% | Share |
| 14 | GLD | SPDR Gold Share... | 307.46 | +0.07% | 62.56K | +26.15% | 18.03M | 228.34 | 1.34% | Share |
| 15 | VUG | Vanguard Growth... | 462.00 | -0.33% | 47.7K | +4.72% | 17.69M | 271.13 | 1.31% | Share |
| 16 | CGGR | Capital Group G... | 42.27 | -0.11% | 475.57K | +79.37% | 16.29M | 33.88 | 1.21% | Share |
| 17 | SPY | SPDR S&P 500 ET... | 643.36 | -0.25% | 28.34K | +35.90% | 15.86M | 407.98 | 1.18% | Share |
| 18 | SHY | iShares 1-3 Yea... | 82.69 | -0.02% | 189.13K | +14.89% | 15.65M | 81.98 | 1.16% | Share |
| 19 | DFAS | Dimensional U.S... | 66.30 | -0.63% | 261.39K | +5.32% | 15.62M | 53.81 | 1.16% | Share |
| 20 | VWO | Vanguard Emergi... | 51.35 | +0.28% | 343.02K | +14.12% | 15.52M | 44.13 | 1.15% | Share |
| 21 | DFEM | Dimensional Eme... | 30.80 | +0.37% | 551.37K | +10.40% | 14.59M | 23.4 | 1.08% | Share |
| 22 | NVDA | NVIDIA Corporat... | 180.46 | -0.86% | 132.77K | +5.22% | 14.39M | 18.61 | 1.07% | Share |
| 23 | PVAL | Putnam Focused ... | 41.14 | -0.17% | 368.3K | +42.86% | 14.02M | 36.53 | 1.04% | Share |
| 24 | SHV | iShares Short T... | 110.30 | +0.04% | 125.4K | +25.15% | 13.85M | 110.31 | 1.03% | Share |
| 25 | IJH | iShares Core S&... | 63.51 | -0.56% | 235.82K | +13.22% | 13.76M | 55.25 | 1.02% | Share |
| 26 | DUHP | Dimensional US ... | 36.80 | -0.12% | 393.16K | +3.47% | 13.03M | 33.77 | 0.97% | Share |
| 27 | BOND | PIMCO Active Bo... | 91.98 | -0.17% | 133.35K | +25.23% | 12.33M | 93.49 | 0.92% | Share |
| 28 | VOO | Vanguard S&P 50... | 591.43 | -0.24% | 21.21K | +16.36% | 10.9M | 441.31 | 0.81% | Share |
| 29 | QQQ | Invesco QQQ Tru... | 577.11 | -0.48% | 22.43K | +6.05% | 10.52M | 328.63 | 0.78% | Share |
| 30 | XOM | Exxon Mobil Cor... | 106.53 | -0.79% | 87.87K | -0.69% | 10.45M | 67.69 | 0.78% | Share |
| 31 | SPLG | SPDR Portfolio ... | 75.69 | -0.25% | 151.43K | +20.77% | 9.96M | 60.87 | 0.74% | Share |
| 32 | NJAN | Innovator Growt... | 52.20 | -0.13% | 199.51K | +3.40% | 9.25M | 44.17 | 0.69% | Share |
| 33 | META | Meta Platforms,... | 784.78 | +0.34% | 15.63K | +3.73% | 9.01M | 256.63 | 0.67% | Share |
| 34 | JEPI | JPMorgan Equity... | 56.70 | +0.13% | 153.18K | +34.26% | 8.75M | 57.05 | 0.65% | Share |
| 35 | DFSV | Dimensional US ... | 30.93 | -0.94% | 294.39K | +5.69% | 8.29M | 29.73 | 0.62% | Share |
| 36 | IDV | iShares Interna... | 36.78 | +0.12% | 249.94K | +8.86% | 7.75M | 27.78 | 0.58% | Share |
| 37 | VIOO | Vanguard S&P Sm... | 106.08 | -0.67% | 79.92K | +11.75% | 7.71M | 99.48 | 0.57% | Share |
| 38 | AMZN | Amazon.com, Inc... | 231.03 | +0.02% | 39.15K | +5.72% | 7.45M | 104.97 | 0.55% | Share |
| 39 | CGDV | Capital Group D... | 41.08 | -0.09% | 206.09K | +21.34% | 7.35M | 30.75 | 0.55% | Share |
| 40 | UITB | VictoryShares U... | 46.91 | -0.13% | 144.5K | +16.36% | 6.78M | 46.26 | 0.50% | Share |
| 41 | JPM | JPMorgan Chase ... | 290.56 | -1.22% | 26.95K | -6.56% | 6.61M | 123.05 | 0.49% | Share |
| 42 | QQQM | Invesco NASDAQ ... | 237.56 | -0.48% | 33.81K | +3.49% | 6.53M | 172.06 | 0.48% | Share |
| 43 | IQLT | iShares MSCI In... | 43.15 | +0.40% | 163.67K | +1.45% | 6.5M | 35.77 | 0.48% | Share |
| 44 | IXUS | iShares Core MS... | 79.96 | +0.44% | 91.03K | +0.68% | 6.35M | 61.82 | 0.47% | Share |
| 45 | ABT | Abbott Laborato... | 131.73 | +1.90% | 45.54K | -7.25% | 6.04M | 94.95 | 0.45% | Share |
| 46 | UNH | UnitedHealth Gr... | 304.04 | +11.99% | 11.34K | +52.77% | 5.94M | 416.52 | 0.44% | Share |
| 47 | COWZ | Pacer US Cash C... | 56.84 | +0.29% | 107.57K | +4.92% | 5.89M | 53.42 | 0.44% | Share |
| 48 | IAU | iShares Gold Tr... | 62.94 | +0.06% | 97.48K | +0.49% | 5.75M | 33.61 | 0.43% | Share |
| 49 | FDVV | Fidelity High D... | 54.66 | -0.21% | 110.61K | +2.17% | 5.49M | 38.8 | 0.41% | Share |
| 50 | MOAT | VanEck Mornings... | 97.61 | -0.45% | 61.95K | +2.16% | 5.45M | 85.55 | 0.40% | Share |
| 51 | BRK-B | Berkshire Hatha... | 477.61 | -0.34% | 10.2K | -6.01% | 5.43M | 252.29 | 0.40% | Share |
| 52 | IWF | iShares Russell... | 448.97 | -0.32% | 14.91K | +12.49% | 5.39M | 260.3 | 0.40% | Share |
| 53 | VYM | Vanguard High D... | 136.98 | -0.3% | 41.64K | +29.16% | 5.37M | 116.14 | 0.40% | Share |
| 54 | XLK | Technology Sele... | 265.69 | -0.76% | 25.73K | -11.12% | 5.31M | 176.29 | 0.39% | Share |
| 55 | GOVT | iShares U.S. Tr... | 22.86 | -0.17% | 223.92K | +2.43% | 5.15M | 23.57 | 0.38% | Share |
| 56 | COST | Costco Wholesal... | 971.81 | -0.37% | 5.31K | +3.07% | 5.02M | 438.14 | 0.37% | Share |
| 57 | VGIT | Vanguard Interm... | 59.58 | -0.11% | 83.53K | +5.68% | 4.96M | 58.08 | 0.37% | Share |
| 58 | CARR | Carrier Global ... | 65.44 | -0.49% | 77.77K | -3.07% | 4.93M | 42.61 | 0.37% | Share |
| 59 | DFGR | Dimensional Glo... | 26.82 | +0.47% | 184.56K | +5.71% | 4.85M | 25 | 0.36% | Share |
| 60 | TMO | Thermo Fisher S... | 489.04 | +0.82% | 9.72K | -0.64% | 4.84M | 326.65 | 0.36% | Share |
| 61 | XLC | Communication S... | 111.48 | +0.26% | 48.23K | +831.86% | 4.65M | 94.1 | 0.35% | Share |
| 62 | DFAI | Dimensional Int... | 35.75 | +0.49% | 148.59K | -0.88% | 4.64M | 25.22 | 0.34% | Share |
| 63 | VO | Vanguard Mid Ca... | 285.65 | -0.23% | 17.73K | +12.46% | 4.59M | 232.27 | 0.34% | Share |
| 64 | PM | Philip Morris I... | 166.16 | +0.54% | 27.77K | +2.56% | 4.41M | 98.18 | 0.33% | Share |
| 65 | TSLA | Tesla, Inc. | 330.38 | -1.55% | 16.49K | +17.02% | 4.27M | 108.85 | 0.32% | Share |
| 66 | AFIF | Anfield Univers... | 9.37 | -0.13% | 463.89K | +100.00% | 4.27M | 9.21 | 0.32% | Share |
| 67 | IJAN | Innovator Inter... | 34.84 | +0.33% | 132.71K | 0.00% | 4.24M | 27.44 | 0.32% | Share |
| 68 | GOOGL | Alphabet Inc. | 203.83 | +0.44% | 27.14K | +2.01% | 4.2M | 100.8 | 0.31% | Share |
| 69 | DFCF | Dimensional Cor... | 42.36 | -0.12% | 98.32K | +44.07% | 4.14M | 41.82 | 0.31% | Share |
| 70 | EFA | iShares MSCI EA... | 92.19 | +0.59% | 49.77K | +8.89% | 4.07M | 77.59 | 0.30% | Share |
| 71 | SCHF | Schwab Internat... | 22.83 | +0.44% | 203.85K | +1.83% | 4.03M | 16.93 | 0.30% | Share |
| 72 | BNDX | Vanguard Total ... | 49.14 | -0.36% | 82.38K | -15.65% | 4.02M | 50.29 | 0.30% | Share |
| 73 | WTRG | Essential Utili... | 39.15 | +0.19% | 101.5K | +0.86% | 4.01M | 48.69 | 0.30% | Share |
| 74 | HEFA | iShares Currenc... | 39.06 | +0.32% | 109.33K | +2.94% | 3.97M | 32.83 | 0.29% | Share |
| 75 | FLOT | iShares Floatin... | 51.00 | +0.04% | 77.26K | -1.49% | 3.94M | 50.65 | 0.29% | Share |
| 76 | CME | CME Group Inc. | 273.91 | -0.29% | 14.69K | -4.89% | 3.9M | 209.28 | 0.29% | Share |
| 77 | VOX | Vanguard Commun... | 179.18 | +0.20% | 26.23K | +6.03K% | 3.89M | 147.43 | 0.29% | Share |
| 78 | FMDE | Fidelity Coving... | 35.14 | -0.2% | 121.83K | +31.58% | 3.82M | 31.49 | 0.28% | Share |
| 79 | KJAN | Innovator U.S. ... | 38.66 | -0.18% | 101.33K | -1.56% | 3.62M | 32.39 | 0.27% | Share |
| 80 | BK | The Bank of New... | 101.03 | -2.24% | 43.08K | -3.85% | 3.61M | 46.04 | 0.27% | Share |
| 81 | XLV | Health Care Sel... | 136.22 | +1.68% | 24.69K | -4.47% | 3.6M | 124.13 | 0.27% | Share |
| 82 | RWL | Invesco S&P 500... | 106.42 | +0.09% | 35.89K | +2.68% | 3.57M | 84.93 | 0.26% | Share |
| 83 | LMT | Lockheed Martin... | 437.72 | +0.09% | 7.95K | +0.28% | 3.55M | 335.55 | 0.26% | Share |
| 84 | JEPQ | JPMorgan Nasdaq... | 55.78 | -0.04% | 66.06K | +104.83% | 3.42M | 51.31 | 0.25% | Share |
| 85 | GE | GE Aerospace | 267.62 | -0.77% | 17.01K | +4.87% | 3.41M | 82.86 | 0.25% | Share |
| 86 | OKE | ONEOK, Inc. | 74.01 | -1.06% | 34.13K | +14.70% | 3.39M | 64.27 | 0.25% | Share |
| 87 | GILD | Gilead Sciences... | 118.35 | -0.56% | 29.79K | -3.04% | 3.34M | 68.12 | 0.25% | Share |
| 88 | TSM | Taiwan Semicond... | 238.93 | -0.86% | 20.1K | -1.2% | 3.34M | 72.2 | 0.25% | Share |
| 89 | MMM | 3M Company | 152.26 | -2.8% | 21.88K | +32.26% | 3.21M | 153.03 | 0.24% | Share |
| 90 | VB | Vanguard Small ... | 245.92 | -0.39% | 14.3K | +5.78% | 3.17M | 213.75 | 0.24% | Share |
| 91 | VTV | Vanguard Value ... | 180.22 | -0.14% | 18.35K | +2.42% | 3.17M | 125.63 | 0.24% | Share |
| 92 | GOOG | Alphabet Inc. | 204.80 | +0.48% | 20.05K | +7.18% | 3.13M | 85.22 | 0.23% | Share |
| 93 | TBIL | US Treasury 3 M... | 49.92 | +0.03% | 60.58K | +5.06% | 3.03M | 49.88 | 0.22% | Share |
| 94 | NOC | Northrop Grumma... | 584.01 | +0.05% | 5.88K | -8.17% | 3.01M | 337.95 | 0.22% | Share |
| 95 | IGV | iShares Expande... | 109.09 | +0.69% | 33.65K | +100.00% | 2.99M | 88.99 | 0.22% | Share |
| 96 | LIN | Linde plc | 480.12 | +0.52% | 6.36K | -5.85% | 2.96M | 362.94 | 0.22% | Share |
| 97 | VXUS | Vanguard Total ... | 71.44 | +0.41% | 46.3K | -0.42% | 2.88M | 61.22 | 0.21% | Share |
| 98 | DGT | SPDRÂ Global Dow... | 156.33 | +0.24% | 20.39K | +2.18% | 2.85M | 122.55 | 0.21% | Share |
| 99 | ARCC | Ares Capital Co... | 22.43 | -1.04% | 127.26K | +5.13K% | 2.82M | 22.13 | 0.21% | Share |
| 100 | CSX | CSX Corporation | 36.33 | -0.07% | 95.62K | -22.7% | 2.81M | 30.05 | 0.21% | Share |
| 101 | VBR | Vanguard Small ... | 202.89 | -0.71% | 15.09K | -0.47% | 2.81M | 164.83 | 0.21% | Share |
| 102 | FNDX | Schwab Fundamen... | 25.32 | -0.22% | 117.08K | -25.34% | 2.76M | 16.86 | 0.21% | Share |
| 103 | JCI | Johnson Control... | 103.47 | -1.48% | 34.39K | -1.71% | 2.76M | 39.73 | 0.20% | Share |
| 104 | IYG | iShares U.S. Fi... | 87.02 | -1.12% | 34.9K | +1.25K% | 2.74M | 77.22 | 0.20% | Share |
| 105 | IWO | iShares Russell... | 299.27 | -0.39% | 10.64K | -1.48% | 2.72M | 228.53 | 0.20% | Share |
| 106 | PG | The Procter & G... | 154.24 | +0.33% | 15.84K | -1.81% | 2.7M | 110.45 | 0.20% | Share |
| 107 | IEMG | iShares Core MS... | 62.10 | +0.22% | 49.15K | +9.95% | 2.65M | 53.38 | 0.20% | Share |
| 108 | MA | Mastercard Inco... | 582.05 | -0.29% | 4.83K | +3.51% | 2.65M | 328.1 | 0.20% | Share |
| 109 | FBND | Fidelity Total ... | 45.76 | -0.13% | 56.58K | -6.1% | 2.58M | 45.87 | 0.19% | Share |
| 110 | RSP | Invesco S&P 500... | 185.81 | -0.27% | 14.81K | +37.90% | 2.57M | 157.75 | 0.19% | Share |
| 111 | ITOT | iShares Core S&... | 140.54 | -0.26% | 20.58K | -0.19% | 2.51M | 96.1 | 0.19% | Share |
| 112 | VTWV | Vanguard Russel... | 147.11 | -0.66% | 18.73K | +0.76% | 2.49M | 136.27 | 0.19% | Share |
| 113 | V | Visa Inc. | 344.47 | -0.3% | 7.11K | +4.33% | 2.49M | 198.44 | 0.18% | Share |
| 114 | SCHX | Schwab U.S. Lar... | 25.45 | -0.29% | 111.34K | +3.99% | 2.46M | 14.94 | 0.18% | Share |
| 115 | PFFA | Virtus InfraCap... | 21.77 | +0.11% | 115.47K | +10.83K% | 2.45M | 21.23 | 0.18% | Share |
| 116 | CEFS | Saba Closed-End... | 22.52 | -0.18% | 114.57K | +100.00% | 2.44M | 21.33 | 0.18% | Share |
| 117 | HYGH | iShares Interes... | 86.29 | +0.15% | 28.67K | +100.00% | 2.44M | 85.2 | 0.18% | Share |
| 118 | BIZD | VanEck BDC Inco... | 15.91 | -1.09% | 145.74K | +100.00% | 2.44M | 16.76 | 0.18% | Share |
| 119 | BKLN | Invesco Senior ... | 20.96 | 0.00% | 117.77K | +13.1K% | 2.44M | 20.7 | 0.18% | Share |
| 120 | IWM | iShares Russell... | 226.97 | -0.55% | 12.21K | +12.33% | 2.44M | 179.01 | 0.18% | Share |
| 121 | FLRT | Pacer Pacific A... | 47.54 | +0.02% | 51.63K | +100.00% | 2.43M | 47.09 | 0.18% | Share |
| 122 | LQDH | iShares Interes... | 93.19 | +0.20% | 26.3K | +100.00% | 2.43M | 92.27 | 0.18% | Share |
| 123 | FLBL | Franklin Senior... | 24.12 | -0.17% | 100.67K | +100.00% | 2.42M | 24.07 | 0.18% | Share |
| 124 | COF | Capital One Fin... | 215.62 | -2.47% | 13.51K | -2.17% | 2.42M | 74.5 | 0.18% | Share |
| 125 | ICE | Intercontinenta... | 181.02 | -0.91% | 13.99K | -0.9% | 2.41M | 116.13 | 0.18% | Share |
| 126 | WMT | Walmart Inc. | 99.98 | -0.86% | 27.48K | +18.41% | 2.41M | 48.63 | 0.18% | Share |
| 127 | RTX | RTX Corporation | 153.85 | -0.79% | 18.11K | -3.58% | 2.4M | 80.77 | 0.18% | Share |
| 128 | JBBB | Janus Henderson... | 48.42 | +0.02% | 49.11K | +100.00% | 2.39M | 48.67 | 0.18% | Share |
| 129 | SEIX | Virtus Seix Sen... | 23.65 | -0.03% | 100.95K | +100.00% | 2.38M | 23.61 | 0.18% | Share |
| 130 | SPYV | SPDR Portfolio ... | 54.05 | -0.21% | 46.54K | +6.34% | 2.38M | 40.14 | 0.18% | Share |
| 131 | ARKW | ARK Next Genera... | 159.75 | -0.17% | 25K | +99.9K% | 2.37M | 94.65 | 0.18% | Share |
| 132 | FI | Fiserv, Inc. | 136.78 | +1.60% | 10.72K | +0.07% | 2.37M | 76.69 | 0.18% | Share |
| 133 | JMUB | JPMorgan Munici... | 49.41 | -0.02% | 47.08K | +100.00% | 2.35M | 50 | 0.17% | Share |
| 134 | AVGO | Broadcom Inc. | 306.07 | -1.66% | 14.03K | -11.93% | 2.35M | 78.1 | 0.17% | Share |
| 135 | CGCP | Capital Group C... | 22.54 | -0.16% | 103.64K | +41.12% | 2.33M | 22.44 | 0.17% | Share |
| 136 | IWS | iShares Russell... | 136.00 | -0.36% | 18.45K | +0.91% | 2.32M | 109.22 | 0.17% | Share |
| 137 | PEY | Invesco High Yi... | 21.09 | -0.68% | 108.26K | +37.29% | 2.32M | 20.86 | 0.17% | Share |
| 138 | CGMU | Capital Group M... | 26.79 | -0.13% | 85.56K | +30.23% | 2.29M | 26.99 | 0.17% | Share |
| 139 | SPDW | SPDR Portfolio ... | 41.84 | +0.54% | 62.95K | +7.89% | 2.29M | 34.73 | 0.17% | Share |
| 140 | VYMI | Vanguard Intern... | 84.22 | +0.47% | 30.21K | +2.21% | 2.23M | 62.05 | 0.17% | Share |
| 141 | MUB | iShares Nationa... | 104.04 | -0.01% | 21.06K | -42.66% | 2.22M | 109.22 | 0.16% | Share |
| 142 | SPMD | SPDR Portfolio ... | 55.66 | -0.58% | 43.35K | +1.70% | 2.22M | 52.71 | 0.16% | Share |
| 143 | VTWG | Vanguard Russel... | 218.63 | -0.45% | 11.81K | -1.13% | 2.2M | 187.77 | 0.16% | Share |
| 144 | MFIC | MidCap Financia... | 12.89 | -1.04% | 170.85K | +100.00% | 2.2M | 12.86 | 0.16% | Share |
| 145 | PAPR | Innovator S&P 5... | 37.91 | -0.03% | 61.1K | -0.09% | 2.18M | 33.91 | 0.16% | Share |
| 146 | VMBS | Vanguard Mortga... | 46.27 | -0.12% | 46.81K | -1.18% | 2.17M | 46.02 | 0.16% | Share |
| 147 | BMY | Bristol-Myers S... | 48.47 | +1.37% | 35.29K | +1.38% | 2.15M | 57.91 | 0.16% | Share |
| 148 | IWP | iShares Russell... | 139.77 | -0.01% | 18.05K | -1.72% | 2.12M | 86.29 | 0.16% | Share |
| 149 | HYG | iShares iBoxx $... | 80.42 | +0.03% | 26.79K | +11.78% | 2.11M | 79.36 | 0.16% | Share |
| 150 | BTI | British America... | 57.13 | -0.5% | 50.83K | -2.14% | 2.1M | 38.15 | 0.16% | Share |