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Asset Manager ← All Institutions

AdvisorNet Financial, Inc

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

Q4 2025 · Filed 2026-01-20
Market Value
$1.9B
+5.9%
Holdings
2,269
+20
New Purchases
130
Added To
900
Closed
129
Reduced
468
Top 10 Concentration
21.2%
Turnover
11.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SOXX 0.40% 0.00% +0.39% $7M
REM 0.34% 0.00% +0.34% $6M
WTRG 0.48% 0.23% +0.25% $9M
PAAA 0.71% 0.49% +0.22% $13M
IHE 0.18% 0.00% +0.18% $3M
TCHP 0.17% 0.00% +0.17% $3M
JMUB 0.29% 0.14% +0.15% $5M
PYLD 0.19% 0.05% +0.14% $3M
VUG 1.31% 1.20% +0.10% $24M
PVAL 1.29% 1.19% +0.10% $24M
IJH 1.11% 1.01% +0.10% $21M
ARDC 0.35% 0.26% +0.09% $6M
CEFS 0.34% 0.25% +0.09% $6M
HYGH 0.35% 0.26% +0.09% $7M
BUFZ 0.11% 0.03% +0.08% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FLBL 0.01% 0.26% -0.25% $260K
FLRT 0.01% 0.26% -0.25% $275K
LQDH 0.01% 0.26% -0.25% $275K
IGV 0.01% 0.24% -0.23% $200K
VOX 0.02% 0.24% -0.22% $367K
SCHD 1.27% 1.48% -0.21% $24M
MSFT 1.62% 1.82% -0.20% $30M
IYG 0.02% 0.19% -0.17% $413K
SHY 0.67% 0.79% -0.12% $12M
VCR 0.02% 0.13% -0.12% $295K
TBIL 0.15% 0.25% -0.10% $3M
VYM 1.09% 1.18% -0.09% $20M
NVDA 1.35% 1.44% -0.09% $25M
PEY 0.16% 0.24% -0.08% $3M
META 0.56% 0.64% -0.08% $10M

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 $528M 28.4%
Large Cap 913 $904M 48.5%
Mid Cap 672 $272M 14.6%
Small Cap 412 $107M 5.7%
Micro Cap 193 $52M 2.8%

Portfolio Analytics

Avg Market Cap
$47.0B
Median Market Cap
$7.6B
Avg P/E
32.8
Median P/E
21.5
Avg Dividend Yield
0.02%
Avg Beta
0.97
# Stocks
1,348
# ETFs / Funds
921

Top Holdings (2,269 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 4.96% 135,021 $92M $684.94 $6M +6,112 +4.7%
2 DFAU 2.31% 921,164 $43M $46.80 $2M +19,628 +2.2%
3 DFIC 2.04% 1,100,743 $38M $34.46 $2M +19,041 +1.8%
4 JPST 2.02% 742,191 $38M $50.59 $3M +62,598 +9.2%
5 AGG 1.78% 331,574 $33M $99.88 $664K +7,851 +2.4%
6 AAPL 1.75% 119,911 $33M $271.86 $3M +2,116 +1.8%
7 CGXU 1.69% 1,068,173 $32M $29.55 $1M +41,848 +4.1%
8 MSFT 1.62% 62,510 $30M $483.62 -$2M +669 +1.1%
9 VEA 1.59% 473,984 $30M $62.47 $2M +13,970 +3.0%
10 DFAC 1.46% 687,201 $27M $39.59 $161K -13,994 -2.0%
11 VTI 1.39% 77,046 $26M $335.27 $2M +3,081 +4.2%
12 NVDA 1.35% 135,134 $25M $186.50 -$169K -851 -0.6%
13 GLD 1.33% 62,542 $25M $396.31 $2M -1,578 -2.5%
14 BND 1.33% 333,884 $25M $74.07 $2M +25,135 +8.1%
15 VUG 1.31% 49,833 $24M $487.86 $3M +5,733 +13.0%
16 PVAL 1.29% 528,175 $24M $45.57 $3M +37,639 +7.7%
17 SCHD 1.27% 861,205 $24M $27.43 -$2M -93,457 -9.8%
18 CGGR 1.24% 517,700 $23M $44.47 $939K +14,886 +3.0%
19 VWO 1.17% 403,887 $22M $53.76 $1M +26,269 +7.0%
20 AFIF 1.16% 2,300,059 $22M $9.41 $2M +209,520 +10.0%
21 DFEM 1.15% 649,188 $21M $33.08 $1M +17,191 +2.7%
22 IJH 1.11% 312,949 $21M $66.00 $3M +40,738 +15.0%
23 SPY 1.10% 30,060 $20M $681.91 $1M +1,368 +4.8%
24 VYM 1.09% 141,732 $20M $143.52 -$458K -5,834 -4.0%
25 IDEV 1.08% 244,863 $20M $82.48 $2M +19,127 +8.5%
26 DFAS 1.07% 285,119 $20M $69.67 -$65K -5,983 -2.1%
27 SCHO 1.03% 790,290 $19M $24.37 $110K +5,479 +0.7%
28 SPLG 0.96% 222,100 $18M $80.22 $2M +20,804 +10.3%
29 VO 0.93% 59,473 $17M $290.22 $1M +5,214 +9.6%
30 VOO 0.91% 27,001 $17M $627.12 $729K +541 +2.0%
31 SHV 0.91% 153,207 $17M $110.15 $602K +5,921 +4.0%
32 IDV 0.90% 422,823 $17M $39.45 $2M +14,467 +3.5%
33 JEPI 0.88% 285,063 $16M $57.24 $1M +19,180 +7.2%
34 QQQ 0.79% 23,853 $15M $614.31 $656K +539 +2.3%
35 AMZN 0.73% 59,203 $14M $230.82 $980K +1,430 +2.5%
36 PAAA 0.71% 258,014 $13M $51.26 $5M +90,751 +54.3%
37 VIOO 0.70% 116,735 $13M $110.96 $1M +13,019 +12.6%
38 SHY 0.67% 150,381 $12M $82.82 -$1M -17,137 -10.2%
39 JPM 0.60% 34,636 $11M $322.22 $272K +119 +0.3%
40 BOND 0.59% 118,958 $11M $93.08 $465K +5,330 +4.7%
41 EFA 0.57% 111,379 $11M $96.03 $2M +14,902 +15.4%
42 DFSV 0.57% 322,866 $11M $32.89 $593K +7,972 +2.5%
43 XOM 0.56% 86,532 $10M $120.34 $790K +1,184 +1.4%
44 META 0.56% 15,739 $10M $660.10 -$888K +383 +2.5%
45 CGDV 0.55% 236,177 $10M $43.64 $139K -5,734 -2.4%
46 VB 0.52% 37,724 $10M $257.95 $743K +2,376 +6.7%
47 JEPQ 0.49% 156,525 $9M $58.12 -$952K -18,191 -10.4%
48 XLC 0.48% 76,339 $9M $117.72 $2M +13,326 +21.1%
49 WTRG 0.48% 232,963 $9M $38.36 $5M +131,712 +130.1%
50 DUHP 0.48% 234,763 $9M $38.03 $164K +2,728 +1.2%
51 IAU 0.44% 100,187 $8M $81.17 $888K +642 +0.6%
52 VGIT 0.42% 131,110 $8M $59.93 $349K +6,028 +4.8%
53 GOOGL 0.42% 25,021 $8M $313.00 $2M -505 -2.0%
54 NJAN 0.42% 141,981 $8M $54.92 -$856K -20,710 -12.7%
55 TSLA 0.41% 17,019 $8M $449.72 -$156K -542 -3.1%
56 SOXX 0.40% 24,678 $7M $301.15 $7M +24,415 +9283.3%
57 IEMG 0.37% 102,996 $7M $67.22 $451K +4,805 +4.9%
58 FDVV 0.36% 118,781 $7M $56.69 $513K +7,126 +6.4%
59 TSM 0.35% 21,726 $7M $303.88 $575K +147 +0.7%
60 HYGH 0.35% 76,090 $7M $86.20 $2M +22,809 +42.8%
61 BIL 0.35% 70,853 $6M $91.38 $253K +3,046 +4.5%
62 ARDC 0.35% 485,021 $6M $13.30 $2M +165,888 +52.0%
63 COST 0.35% 7,472 $6M $862.31 $724K +1,293 +20.9%
64 PFFA 0.34% 295,733 $6M $21.55 $2M +80,180 +37.2%
65 CEFS 0.34% 275,727 $6M $23.04 $2M +81,559 +42.0%
66 FMDE 0.34% 173,464 $6M $36.38 $505K +12,864 +8.0%
67 BKLN 0.34% 298,955 $6M $21.00 $2M +72,000 +31.7%
68 REM 0.34% 281,893 $6M $22.18 +281,893 NEW
69 SHOP 0.33% 37,682 $6M $160.97 $468K +16 +0.0%
70 JBBB 0.32% 124,765 $6M $47.70 $1M +27,847 +28.7%
71 DFCF 0.31% 133,858 $6M $42.56 $918K +22,099 +19.8%
72 SEIX 0.30% 241,859 $6M $23.34 $941K +42,419 +21.3%
73 GOOG 0.30% 17,872 $6M $313.81 $1M -338 -1.9%
74 TMO 0.30% 9,578 $6M $579.46 $916K +24 +0.2%
75 SCHM 0.30% 182,913 $6M $30.07 $346K +9,030 +5.2%
76 BRK-B 0.29% 10,905 $5M $502.64 $162K +325 +3.1%
77 JMUB 0.29% 108,239 $5M $50.50 $3M +59,429 +121.8%
78 GE 0.29% 17,453 $5M $308.03 $104K -73 -0.4%
79 DFGR 0.29% 203,243 $5M $26.42 $13K +7,112 +3.6%
80 ABT 0.29% 42,568 $5M $125.29 -$333K +265 +0.6%
81 ARKW 0.28% 35,067 $5M $147.73 $615K +8,922 +34.1%
82 AVGO 0.26% 14,252 $5M $346.10 $172K -178 -1.2%
83 DFAI 0.26% 128,254 $5M $38.11 -$151K -10,363 -7.5%
84 BK 0.26% 41,491 $5M $116.09 $246K -453 -1.1%
85 RWL 0.26% 41,963 $5M $114.50 $485K +2,923 +7.5%
86 SCHF 0.24% 185,125 $4M $24.04 $127K -581 -0.3%
87 IWF 0.24% 9,324 $4M $473.32 -$62K -231 -2.4%
88 PM 0.24% 27,437 $4M $160.40 -$127K -477 -1.7%
89 CARR 0.23% 81,205 $4M $52.84 -$549K +131 +0.2%
90 VXUS 0.23% 55,714 $4M $75.44 $719K +8,289 +17.5%
91 BNDX 0.22% 86,691 $4M $48.32 -$141K -849 -1.0%
92 IJAN 0.22% 112,520 $4M $36.16 -$585K -19,723 -14.9%
93 JCI 0.22% 33,887 $4M $119.75 $318K -126 -0.4%
94 LMT 0.21% 8,183 $4M $483.67 -$80K +94 +1.2%
95 CAT 0.21% 6,715 $4M $572.87 $668K +53 +0.8%
96 COF 0.21% 15,837 $4M $242.36 $439K -152 -0.9%
97 MMM 0.21% 23,896 $4M $160.10 $183K +422 +1.8%
98 IXUS 0.20% 44,381 $4M $84.64 $375K +3,434 +8.4%
99 KJAN 0.20% 89,575 $4M $41.42 -$330K -10,544 -10.5%
100 NOC 0.20% 6,445 $4M $570.25 -$391K -229 -3.4%

Options Breakdown

26 Calls $707K Call Value 1 Puts $164K Put Value 0.23 P/C Ratio

Top Calls

SymbolSharesValueStatus
META 200 $132K
ASML 100 $107K
AMD 400 $86K
SFM 900 $72K
UNH 200 $66K
NVDA 300 $56K
LULU 200 $42K
PLTR 200 $36K
CLS 100 $30K
SNOW 100 $22K

Top Puts

SymbolSharesValueStatus
XLF 3,000 $164K

New Positions

SymbolValue% Port
REM $6M 0.34%
IHE $3M 0.18%
TCHP $3M 0.17%
HFSI $665K 0.04%
AKRE $433K 0.02%
TOTB.DE $402K 0.02%
RAUS $241K 0.01%
BSOL $228K 0.01%
Q $135K 0.01%
IDR $121K 0.01%
XRPC $119K 0.01%
DTCR $115K 0.01%
AIPO $112K 0.01%
SIGI $111K 0.01%
MINO $100K 0.01%

Sold Out Positions

SymbolValue% Port
FOUR —%
CUBE —%
KW —%
MUX —%
COTY —%
RNG —%
FMC —%
ASH —%
ALK —%
QSR —%
AM —%
SON —%
DSL —%
MATX —%
AROC —%
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