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Asset Manager ← All Institutions

AdvisorNet Financial, Inc

110 CHESHIRE LANE SUITE 200, MINNETONKA, MN 55305 • (612) 347-8600

Q2 2025 · Filed 2025-07-14
Market Value
$1.5B
+15.1%
Holdings
2,297
+122
New Purchases
209
Added To
806
Closed
157
Reduced
626
Top 10 Concentration
21.3%
Turnover
15.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 4.44% 3.16% +1.28% $68M
BND 1.00% 0.09% +0.91% $15M
IDEV 0.82% 0.00% +0.82% $13M
DFAU 2.52% 1.71% +0.82% $39M
VYM 1.08% 0.40% +0.68% $17M
VO 0.77% 0.34% +0.42% $12M
JEPQ 0.57% 0.26% +0.32% $9M
NVDA 1.37% 1.07% +0.29% $21M
JEPI 0.91% 0.65% +0.26% $14M
DFIC 2.12% 1.88% +0.24% $33M
IDV 0.81% 0.58% +0.23% $13M
MSFT 1.90% 1.67% +0.23% $29M
SCHM 0.22% 0.01% +0.21% $3M
VB 0.44% 0.24% +0.20% $7M
BIL 0.30% 0.11% +0.19% $5M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DUHP 0.52% 0.97% -0.46% $8M
UITB 0.12% 0.51% -0.39% $2M
AAPL 1.44% 1.80% -0.37% $22M
IQLT 0.14% 0.48% -0.35% $2M
COWZ 0.09% 0.44% -0.35% $1M
QQQM 0.15% 0.49% -0.34% $2M
MOAT 0.07% 0.41% -0.34% $1M
BOND 0.63% 0.92% -0.30% $10M
VTI 1.38% 1.65% -0.27% $21M
IXUS 0.21% 0.47% -0.26% $3M
GOVT 0.13% 0.38% -0.26% $2M
UNH 0.24% 0.44% -0.21% $4M
AGG 1.96% 2.15% -0.19% $30M
XLK 0.21% 0.40% -0.18% $3M
SCHO 1.21% 1.38% -0.16% $19M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 79.7%
Technology 6.5%
Industrials 3.2%
Healthcare 2.4%
Utilities 1.8%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 79 $417M 27.0%
Large Cap 946 $787M 51.0%
Mid Cap 691 $214M 13.9%
Small Cap 407 $95M 6.2%
Micro Cap 174 $29M 1.9%

Portfolio Analytics

Avg Market Cap
$46.7B
Median Market Cap
$7.9B
Avg P/E
32.3
Median P/E
21.6
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
1,407
# ETFs / Funds
890

Top Holdings (2,297 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 4.44% 110,201 $68M $620.90 $26M +34,917 +46.4%
2 DFAU 2.52% 918,120 $39M $42.36 $16M +323,820 +54.5%
3 DFIC 2.12% 1,052,640 $33M $31.09 $7M +143,860 +15.8%
4 AGG 1.96% 304,871 $30M $99.20 $1M +14,061 +4.8%
5 JPST 1.92% 584,169 $30M $50.68 $3M +63,368 +12.2%
6 MSFT 1.90% 58,951 $29M $497.41 $7M -762 -1.3%
7 SCHD 1.70% 987,028 $26M $26.50 $1M +99,416 +11.2%
8 CGXU 1.67% 947,042 $26M $27.13 $3M +32,834 +3.6%
9 VEA 1.54% 416,736 $24M $57.01 $4M +26,323 +6.7%
10 DFAC 1.54% 660,840 $24M $35.84 $3M +40,693 +6.6%
11 AAPL 1.44% 107,915 $22M $205.17 -$2M -778 -0.7%
12 VTI 1.38% 70,058 $21M $303.93 -$862K -10,552 -13.1%
13 NVDA 1.37% 133,338 $21M $157.99 $7M +567 +0.4%
14 GLD 1.34% 67,794 $21M $304.83 $3M +5,232 +8.4%
15 CGGR 1.31% 495,516 $20M $40.65 $4M +19,948 +4.2%
16 DFAS 1.28% 310,763 $20M $63.71 $4M +49,374 +18.9%
17 SCHO 1.21% 766,599 $19M $24.38 $262K +9,501 +1.2%
18 VUG 1.17% 41,318 $18M $438.40 $425K -6,385 -13.4%
19 DFEM 1.17% 610,154 $18M $29.68 $4M +58,782 +10.7%
20 SHY 1.15% 214,630 $18M $82.86 $2M +25,497 +13.5%
21 VWO 1.13% 353,944 $18M $49.46 $2M +10,928 +3.2%
22 SPY 1.12% 27,948 $17M $617.84 $1M -397 -1.4%
23 VYM 1.08% 125,114 $17M $133.31 $11M +83,474 +200.5%
24 PVAL 1.03% 396,117 $16M $40.23 $2M +27,817 +7.5%
25 BND 1.00% 208,494 $15M $73.63 $14M +192,247 +1183.3%
26 SHV 0.98% 136,635 $15M $110.42 $1M +11,235 +9.0%
27 IJH 0.94% 232,752 $14M $62.02 $675K -3,068 -1.3%
28 JEPI 0.91% 246,492 $14M $56.85 $5M +93,312 +60.9%
29 SPLG 0.88% 186,322 $14M $72.69 $4M +34,893 +23.0%
30 IDEV 0.82% 166,709 $13M $76.04 $13M +166,188 +31897.9%
31 QQQ 0.82% 22,827 $13M $551.63 $2M +398 +1.8%
32 IDV 0.81% 363,566 $13M $34.51 $5M +113,625 +45.5%
33 VOO 0.80% 21,784 $12M $568.03 $1M +574 +2.7%
34 VO 0.77% 42,174 $12M $279.83 $7M +24,444 +137.9%
35 META 0.74% 15,560 $11M $738.08 $2M -69 -0.4%
36 BOND 0.63% 104,586 $10M $92.18 -$3M -28,769 -21.6%
37 XOM 0.62% 88,295 $10M $107.80 -$932K +429 +0.5%
38 NJAN 0.60% 183,414 $9M $50.75 $57K -16,095 -8.1%
39 DFSV 0.59% 310,479 $9M $29.43 $850K +16,093 +5.5%
40 JEPQ 0.57% 162,880 $9M $54.40 $5M +96,815 +146.6%
41 AMZN 0.56% 39,520 $9M $219.39 $1M +366 +0.9%
42 CGDV 0.56% 219,475 $9M $39.49 $1M +13,380 +6.5%
43 VIOO 0.53% 81,258 $8M $101.23 $513K +1,339 +1.7%
44 JPM 0.52% 27,475 $8M $289.91 $1M +521 +1.9%
45 DUHP 0.52% 223,769 $8M $35.56 -$5M -169,395 -43.1%
46 EFA 0.46% 79,502 $7M $89.39 $3M +29,737 +59.8%
47 VB 0.44% 28,607 $7M $236.98 $4M +14,310 +100.1%
48 IAU 0.39% 96,379 $6M $62.36 $263K -1,100 -1.1%
49 FDVV 0.38% 113,906 $6M $52.02 $439K +3,296 +3.0%
50 ABT 0.38% 42,993 $6M $136.01 -$194K -2,550 -5.6%
51 AFIF 0.37% 609,660 $6M $9.31 $1M +145,766 +31.4%
52 TSLA 0.37% 17,767 $6M $317.66 $1M +1,275 +7.7%
53 CARR 0.37% 76,971 $6M $73.19 $703K -794 -1.0%
54 VGIT 0.36% 93,959 $6M $59.81 $658K +10,432 +12.5%
55 COST 0.35% 5,444 $5M $989.97 $366K +132 +2.5%
56 TBIL 0.34% 104,610 $5M $50.00 $2M +44,034 +72.7%
57 XLC 0.34% 47,904 $5M $108.53 $547K -329 -0.7%
58 PM 0.33% 28,073 $5M $182.13 $706K +307 +1.1%
59 DFGR 0.33% 189,695 $5M $26.83 $243K +5,136 +2.8%
60 DFAI 0.33% 146,951 $5M $34.57 $439K -1,643 -1.1%
61 IEMG 0.33% 84,004 $5M $60.03 $2M +34,853 +70.9%
62 FMDE 0.32% 144,809 $5M $34.41 $1M +22,975 +18.9%
63 TSM 0.31% 20,867 $5M $226.49 $1M +766 +3.8%
64 BIL 0.30% 51,082 $5M $91.73 $3M +34,906 +215.8%
65 BRK-B 0.30% 9,534 $5M $485.77 -$801K -666 -6.5%
66 GE 0.29% 17,634 $5M $257.39 $1M +621 +3.6%
67 IJAN 0.29% 132,536 $5M $34.21 $290K -175 -0.1%
68 DFCF 0.29% 106,571 $5M $42.26 $368K +8,248 +8.4%
69 GOOGL 0.29% 25,449 $4M $176.23 $287K -1,695 -6.2%
70 SCHF 0.29% 202,574 $4M $22.10 $445K -1,275 -0.6%
71 VOX 0.29% 25,812 $4M $171.03 $522K -423 -1.6%
72 BNDX 0.28% 88,410 $4M $49.51 $355K +6,027 +7.3%
73 IWF 0.27% 9,850 $4M $424.60 -$1M -5,065 -34.0%
74 PEY 0.26% 198,020 $4M $20.41 $2M +89,756 +82.9%
75 AVGO 0.26% 14,576 $4M $275.66 $2M +543 +3.9%
76 HEFA 0.26% 105,203 $4M $37.96 $26K -4,127 -3.8%
77 FLOT 0.25% 77,070 $4M $51.02 -$12K -190 -0.2%
78 BK 0.25% 43,150 $4M $91.11 $318K +68 +0.2%
79 CME 0.25% 14,259 $4M $275.62 $32K -433 -3.0%
80 RWL 0.25% 37,267 $4M $104.29 $321K +1,375 +3.8%
81 TMO 0.25% 9,574 $4M $405.47 -$957K -151 -1.6%
82 KJAN 0.25% 100,894 $4M $37.48 $160K -441 -0.4%
83 WTRG 0.24% 101,536 $4M $37.14 -$241K +38 +0.0%
84 ARKW 0.24% 25,005 $4M $147.62 $1M +5 +0.0%
85 UNH 0.24% 11,761 $4M $311.98 -$2M +421 +3.7%
86 IGV 0.24% 33,254 $4M $109.50 $647K -396 -1.2%
87 JCI 0.24% 34,377 $4M $105.62 $876K -15 -0.0%
88 LMT 0.23% 7,823 $4M $463.13 $72K -126 -1.6%
89 SCHM 0.22% 123,576 $3M $28.05 $3M +117,785 +2033.9%
90 MMM 0.22% 22,515 $3M $152.24 $215K +636 +2.9%
91 COF 0.22% 16,080 $3M $212.76 $999K +2,572 +19.0%
92 HYGH 0.22% 39,335 $3M $86.53 $961K +10,661 +37.2%
93 BKLN 0.22% 161,559 $3M $20.92 $942K +43,785 +37.2%
94 FLRT 0.22% 70,697 $3M $47.60 $934K +19,072 +36.9%
95 NOC 0.22% 6,710 $3M $499.97 $344K +829 +14.1%
96 FLBL 0.22% 138,455 $3M $24.23 $932K +37,785 +37.5%
97 ARDC 0.22% 235,120 $3M $14.22 $953K +65,840 +38.9%
98 GOOG 0.22% 18,847 $3M $177.39 $211K -1,204 -6.0%
99 LQDH 0.22% 36,163 $3M $92.40 $915K +9,860 +37.5%
100 PFFA 0.22% 160,155 $3M $20.83 $887K +44,685 +38.7%

Options Breakdown

24 Calls $1M Call Value 4 Puts $520K Put Value 0.43 P/C Ratio

Top Calls

SymbolSharesValueStatus
META 500 $369K
SE 500 $80K
ASML 100 $80K
NVDA 500 $79K
SNOW 300 $67K
UNH 200 $62K NEW
CE 1,000 $55K
LULU 200 $48K
CLS 300 $47K
AMD 300 $43K

Top Puts

SymbolSharesValueStatus
XLF 5,500 $288K NEW
GLD 400 $122K NEW
QQQ 200 $110K NEW
CTAS $0 SOLD

New Positions

SymbolValue% Port
PAAA $1M 0.07%
SHLD $133K 0.01%
FBCV $129K 0.01%
EKG $129K 0.01%
GLXY $125K 0.01%
SLVR $117K 0.01%
DCMT $91K 0.01%
DB $90K 0.01%
DFP $87K 0.01%
EMLP $79K 0.01%
TS $66K —%
VOOV $64K —%
INEQ $62K —%
CALM $54K —%
JBND $53K —%

Sold Out Positions

SymbolValue% Port
ESTC —%
CPA —%
APAM —%
AN —%
ARMK —%
ASX —%
DECK —%
MC —%
CODI —%
NTST —%
SLGN —%
AVTR —%
BRX —%
IVZ —%
REXR —%
View SEC EDGAR Filings for AdvisorNet Financial, Inc →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms