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Asset Manager ← All Institutions

AdvisorNet Financial, Inc

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

Q3 2025 · Filed 2025-10-09
Market Value
$1.8B
+14.0%
Holdings
2,249
-48
New Purchases
109
Added To
701
Closed
110
Reduced
559
Top 10 Concentration
21.4%
Turnover
9.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AFIF 1.12% 0.37% +0.75% $20M
IVV 4.91% 4.44% +0.47% $86M
PAAA 0.49% 0.07% +0.42% $9M
BND 1.31% 1.00% +0.31% $23M
AAPL 1.71% 1.44% +0.27% $30M
SHOP 0.32% 0.05% +0.26% $6M
IDEV 1.03% 0.82% +0.21% $18M
AMZN 0.72% 0.56% +0.16% $13M
PVAL 1.19% 1.03% +0.16% $21M
VO 0.91% 0.77% +0.14% $16M
VOO 0.92% 0.80% +0.12% $16M
VIOO 0.65% 0.53% +0.12% $11M
JPM 0.62% 0.52% +0.10% $11M
VYM 1.18% 1.08% +0.10% $21M
XLC 0.42% 0.34% +0.09% $7M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SHY 0.79% 1.15% -0.36% $14M
SCHD 1.48% 1.70% -0.21% $26M
DFAU 2.35% 2.52% -0.18% $41M
ARCC 0.02% 0.17% -0.15% $411K
DFAS 1.13% 1.28% -0.15% $20M
BIZD 0.01% 0.14% -0.14% $170K
SCHO 1.09% 1.21% -0.12% $19M
AINV 0.01% 0.13% -0.12% $168K
AGG 1.85% 1.96% -0.12% $32M
NJAN 0.49% 0.60% -0.11% $9M
DFIC 2.02% 2.12% -0.10% $35M
META 0.64% 0.74% -0.10% $11M
HEFA 0.17% 0.26% -0.09% $3M
CARR 0.28% 0.37% -0.09% $5M
TBIL 0.25% 0.34% -0.09% $4M

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 $502M 28.5%
Large Cap 923 $857M 48.8%
Mid Cap 660 $250M 14.2%
Small Cap 407 $104M 5.9%
Micro Cap 180 $45M 2.6%

Portfolio Analytics

Avg Market Cap
$47.4B
Median Market Cap
$7.9B
Avg P/E
32.6
Median P/E
21.7
Avg Dividend Yield
0.02%
Avg Beta
0.97
# Stocks
1,348
# ETFs / Funds
901

Top Holdings (2,249 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 4.91% 128,909 $86M $669.30 $18M +18,708 +17.0%
2 DFAU 2.35% 901,536 $41M $45.76 $2M -16,584 -1.8%
3 DFIC 2.02% 1,081,702 $35M $32.79 $3M +29,062 +2.8%
4 JPST 1.96% 679,593 $34M $50.73 $5M +95,424 +16.3%
5 AGG 1.85% 323,723 $32M $100.25 $2M +18,852 +6.2%
6 MSFT 1.82% 61,841 $32M $517.95 $3M +2,890 +4.9%
7 CGXU 1.73% 1,026,325 $30M $29.62 $5M +79,283 +8.4%
8 AAPL 1.71% 117,795 $30M $254.63 $8M +9,880 +9.2%
9 VEA 1.57% 460,014 $28M $59.92 $4M +43,278 +10.4%
10 DFAC 1.54% 701,195 $27M $38.57 $3M +40,355 +6.1%
11 SCHD 1.48% 954,662 $26M $27.30 -$94K -32,366 -3.3%
12 NVDA 1.44% 135,985 $25M $186.58 $4M +2,647 +2.0%
13 VTI 1.38% 73,965 $24M $328.17 $3M +3,907 +5.6%
14 BND 1.31% 308,749 $23M $74.37 $8M +100,255 +48.1%
15 GLD 1.30% 64,120 $23M $355.47 $2M -3,674 -5.4%
16 CGGR 1.26% 502,814 $22M $43.92 $2M +7,298 +1.5%
17 VUG 1.20% 44,100 $21M $479.61 $3M +2,782 +6.7%
18 PVAL 1.19% 490,536 $21M $42.72 $5M +94,419 +23.8%
19 VYM 1.18% 147,566 $21M $140.95 $4M +22,452 +17.9%
20 VWO 1.16% 377,618 $20M $54.18 $3M +23,674 +6.7%
21 DFEM 1.15% 631,997 $20M $32.07 $2M +21,843 +3.6%
22 DFAS 1.13% 291,102 $20M $68.46 $130K -19,661 -6.3%
23 AFIF 1.12% 2,090,539 $20M $9.39 $14M +1,480,879 +242.9%
24 SCHO 1.09% 784,811 $19M $24.40 $460K +18,212 +2.4%
25 SPY 1.09% 28,692 $19M $666.19 $2M +744 +2.7%
26 IDEV 1.03% 225,736 $18M $80.17 $5M +59,027 +35.4%
27 IJH 1.01% 272,211 $18M $65.26 $3M +39,459 +16.9%
28 SHV 0.93% 147,286 $16M $110.49 $1M +10,651 +7.8%
29 VOO 0.92% 26,460 $16M $612.39 $4M +4,676 +21.5%
30 VO 0.91% 54,259 $16M $293.74 $4M +12,085 +28.7%
31 SPLG 0.90% 201,296 $16M $78.34 $2M +14,974 +8.0%
32 JEPI 0.86% 265,883 $15M $57.10 $1M +19,391 +7.9%
33 IDV 0.85% 408,356 $15M $36.55 $2M +44,790 +12.3%
34 QQQ 0.80% 23,314 $14M $600.37 $1M +487 +2.1%
35 SHY 0.79% 167,518 $14M $82.96 -$4M -47,112 -21.9%
36 AMZN 0.72% 57,773 $13M $219.57 $4M +18,253 +46.2%
37 VIOO 0.65% 103,716 $11M $110.47 $3M +22,458 +27.6%
38 META 0.64% 15,356 $11M $734.38 -$207K -204 -1.3%
39 JPM 0.62% 34,517 $11M $315.43 $3M +7,042 +25.6%
40 BOND 0.60% 113,628 $11M $93.35 $966K +9,042 +8.7%
41 CGDV 0.58% 241,911 $10M $42.03 $2M +22,436 +10.2%
42 JEPQ 0.57% 174,716 $10M $57.52 $1M +11,836 +7.3%
43 DFSV 0.57% 314,894 $10M $31.84 $889K +4,415 +1.4%
44 XOM 0.55% 85,348 $10M $112.75 $105K -2,947 -3.3%
45 EFA 0.51% 96,477 $9M $93.37 $2M +16,975 +21.4%
46 VB 0.51% 35,348 $9M $254.28 $2M +6,741 +23.6%
47 DUHP 0.50% 232,035 $9M $37.77 $807K +8,266 +3.7%
48 NJAN 0.49% 162,691 $9M $53.19 -$655K -20,723 -11.3%
49 PAAA 0.49% 167,263 $9M $51.50 $7M +145,338 +662.9%
50 TSLA 0.44% 17,561 $8M $444.72 $2M -206 -1.2%
51 VGIT 0.43% 125,082 $8M $60.03 $2M +31,123 +33.1%
52 XLC 0.42% 63,013 $7M $118.37 $2M +15,109 +31.5%
53 IAU 0.41% 99,545 $7M $72.77 $1M +3,166 +3.3%
54 IEMG 0.37% 98,191 $6M $65.92 $1M +14,187 +16.9%
55 BIL 0.35% 67,807 $6M $91.75 $2M +16,725 +32.7%
56 FDVV 0.35% 111,655 $6M $55.71 $295K -2,251 -2.0%
57 GOOGL 0.35% 25,526 $6M $243.10 $2M +77 +0.3%
58 TSM 0.34% 21,579 $6M $279.29 $1M +712 +3.4%
59 FMDE 0.33% 160,600 $6M $36.15 $822K +15,791 +10.9%
60 COST 0.33% 6,179 $6M $925.59 $330K +735 +13.5%
61 ABT 0.32% 42,303 $6M $133.94 -$181K -690 -1.6%
62 SHOP 0.32% 37,666 $6M $148.61 $5M +30,316 +412.5%
63 DFGR 0.30% 196,131 $5M $27.31 $267K +6,436 +3.4%
64 BRK-B 0.30% 10,580 $5M $502.73 $688K +1,046 +11.0%
65 GE 0.30% 17,526 $5M $300.83 $734K -108 -0.6%
66 SCHM 0.29% 173,883 $5M $29.64 $2M +50,307 +40.7%
67 DFAI 0.29% 138,617 $5M $36.35 -$41K -8,334 -5.7%
68 CARR 0.28% 81,074 $5M $59.70 -$793K +4,103 +5.3%
69 DFCF 0.27% 111,759 $5M $42.76 $275K +5,188 +4.9%
70 AVGO 0.27% 14,430 $5M $329.90 $743K -146 -1.0%
71 BKLN 0.27% 226,955 $5M $20.93 $1M +65,396 +40.5%
72 SEIX 0.27% 199,440 $5M $23.59 $1M +60,536 +43.6%
73 PFFA 0.27% 215,553 $5M $21.71 $1M +55,398 +34.6%
74 JBBB 0.27% 96,918 $5M $48.17 $1M +28,919 +42.5%
75 FLBL 0.26% 193,873 $5M $24.02 $1M +55,418 +40.0%
76 FLRT 0.26% 98,238 $5M $47.39 $1M +27,541 +39.0%
77 IJAN 0.26% 132,243 $5M $35.19 $120K -293 -0.2%
78 LQDH 0.26% 49,723 $5M $93.55 $1M +13,560 +37.5%
79 TMO 0.26% 9,554 $5M $485.03 $752K -20 -0.2%
80 HYGH 0.26% 53,281 $5M $86.84 $1M +13,946 +35.5%
81 BK 0.26% 41,944 $5M $108.96 $639K -1,206 -2.8%
82 ARKW 0.26% 26,145 $5M $174.61 $874K +1,140 +4.6%
83 PM 0.26% 27,914 $5M $162.20 -$585K -159 -0.6%
84 ARDC 0.26% 319,133 $4M $14.07 $1M +84,013 +35.7%
85 IWF 0.25% 9,555 $4M $468.41 $293K -295 -3.0%
86 GOOG 0.25% 18,210 $4M $243.55 $1M -637 -3.4%
87 CEFS 0.25% 194,168 $4M $22.77 $1M +61,084 +45.9%
88 TBIL 0.25% 88,210 $4M $50.00 -$819K -16,400 -15.7%
89 BNDX 0.25% 87,540 $4M $49.46 -$47K -870 -1.0%
90 SCHF 0.25% 185,706 $4M $23.28 -$154K -16,868 -8.3%
91 RWL 0.25% 39,040 $4M $110.66 $434K +1,773 +4.8%
92 PEY 0.24% 203,803 $4M $21.07 $252K +5,783 +2.9%
93 IGV 0.24% 37,143 $4M $115.01 $631K +3,889 +11.7%
94 VOX 0.24% 22,304 $4M $187.73 -$228K -3,508 -13.6%
95 NOC 0.23% 6,674 $4M $609.32 $712K -36 -0.5%
96 KJAN 0.23% 100,119 $4M $40.35 $259K -775 -0.8%
97 WTRG 0.23% 101,251 $4M $39.90 $269K -285 -0.3%
98 LMT 0.23% 8,089 $4M $499.21 $415K +266 +3.4%
99 FLOT 0.21% 73,550 $4M $51.09 -$175K -3,520 -4.6%
100 JCI 0.21% 34,013 $4M $109.95 $109K -364 -1.1%

Options Breakdown

28 Calls $1M Call Value 3 Puts $404K Put Value 0.34 P/C Ratio

Top Calls

SymbolSharesValueStatus
META 400 $294K
SFM 900 $98K NEW
ASML 100 $97K
NVDA 500 $93K
UNH 200 $69K
AMD 400 $65K
CLS 200 $49K
CE 1,000 $42K
PANW 200 $41K NEW
PLTR 200 $36K

Top Puts

SymbolSharesValueStatus
XLF 7,500 $404K
QQQ $0 SOLD
GLD $0 SOLD

New Positions

SymbolValue% Port
BUFZ $491K 0.03%
BMNR $262K 0.01%
GBCI $187K 0.01%
JIG $131K 0.01%
JIVE $131K 0.01%
EPAC $129K 0.01%
EVSM $122K 0.01%
PSKY $97K 0.01%
ETHA $90K 0.01%
VCTR $65K —%
DISV $59K —%
TGTX $59K —%
GJUL $52K —%
SKY $50K —%
SETM $49K —%

Sold Out Positions

SymbolValue% Port
ARW —%
PB —%
RYAN —%
BROS —%
SPB —%
GIB —%
BCS —%
ESAB —%
CRI —%
LEU —%
E —%
BCO —%
KRC —%
OPLN —%
ODC —%
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