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Asset Manager ← All Institutions

AdvisorShares Investments LLC

4800 MONTGOMERY LANE SUITE 150, BETHESDA, MD 20814 • 877-843-3831

Q2 2025 · Filed 2025-08-04
Market Value
$544M
+8.6%
Holdings
311
+13
New Purchases
71
Added To
111
Closed
48
Reduced
72
Top 10 Concentration
48.3%
Turnover
38.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPLV 10.02% 0.00% +10.02% $55M
MTUM 19.05% 10.93% +8.12% $104M
IDLV 7.13% 0.00% +7.13% $39M
IESC 1.85% 1.12% +0.73% $10M
APH 1.86% 1.31% +0.55% $10M
XLI 0.43% 0.00% +0.43% $2M
IWO 0.39% 0.00% +0.39% $2M
VFF 0.68% 0.39% +0.29% $4M
INTU 1.63% 1.35% +0.28% $9M
HEI 1.80% 1.57% +0.23% $10M
EONGY 0.23% 0.00% +0.23% $1M
VRNA 0.54% 0.32% +0.23% $3M
DTEGY 0.20% 0.00% +0.20% $1M
OGI 0.20% 0.00% +0.20% $1M
NOK 0.19% 0.00% +0.19% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 0.00% 11.04% -11.04% $0
IMCG 0.00% 7.71% -7.71% $0
RPG 0.00% 7.52% -7.52% $0
XLF 0.00% 0.57% -0.57% $0
FI 1.10% 1.50% -0.40% $6M
TMO 1.02% 1.28% -0.27% $6M
ABB 0.00% 0.22% -0.22% $0
UBS 0.00% 0.21% -0.21% $0
OTIS 1.49% 1.68% -0.18% $8M
XLY 0.66% 0.84% -0.18% $4M
AWK 1.48% 1.66% -0.18% $8M
TSM 0.00% 0.14% -0.14% $0
TEVA 0.00% 0.13% -0.13% $0
MSOS 1.44% 1.57% -0.13% $8M
TMUS 0.00% 0.11% -0.11% $0

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 50.0%
Healthcare 13.8%
Industrials 9.8%
Technology 8.0%
Consumer Cyclical 7.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 21 $10M 1.8%
Large Cap 148 $327M 60.1%
Mid Cap 79 $129M 23.7%
Small Cap 41 $64M 11.8%
Micro Cap 22 $14M 2.6%

Portfolio Analytics

Avg Market Cap
$97.6B
Median Market Cap
$12.5B
Avg P/E
28.1
Median P/E
21.6
Avg Dividend Yield
0.02%
Avg Beta
1.00
# Stocks
296
# ETFs / Funds
15

Top Holdings (311 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MTUM 19.05% 431,238 $104M $240.32 $49M +162,186 +60.3%
2 SPLV 10.02% 748,955 $55M $72.82 +748,955 NEW
3 IDLV 7.13% 1,171,328 $39M $33.13 +1,171,328 NEW
4 APH 1.86% 102,415 $10M $98.75 $4M +3,232 +3.3%
5 IESC 1.85% 33,996 $10M $296.23 $4M +806 +2.4%
6 HEI 1.80% 29,861 $10M $328.00 $2M +702 +2.4%
7 ABC 1.75% 31,775 $10M $299.85 $922K +754 +2.4%
8 INTU 1.63% 11,245 $9M $787.63 $2M +255 +2.3%
9 ICE 1.63% 48,222 $9M $183.47 $774K +1,144 +2.4%
10 ROL 1.60% 154,374 $9M $56.42 $517K +3,653 +2.4%
11 ABT 1.57% 62,959 $9M $136.01 $470K +1,500 +2.4%
12 OTIS 1.49% 81,956 $8M $99.02 -$279K +1,289 +1.6%
13 AWK 1.48% 57,770 $8M $139.11 -$255K +1,365 +2.4%
14 MSOS 1.44% 3,259,493 $8M $2.41 -$4K +225,040 +7.4%
15 BR 1.43% 32,034 $8M $243.03 $130K +754 +2.4%
16 SYK 1.43% 19,646 $8M $395.63 $613K +468 +2.4%
17 MCO 1.39% 15,120 $8M $501.59 $207K -616 -3.9%
18 MGRC 1.38% 64,738 $8M $115.96 $403K +1,534 +2.4%
19 HSIC 1.38% 102,501 $7M $73.05 $576K +2,431 +2.4%
20 SLGN 1.37% 137,438 $7M $54.18 $563K +3,250 +2.4%
21 SAIC 1.35% 65,065 $7M $112.61 $128K +1,534 +2.4%
22 MLI 1.31% 89,952 $7M $79.47 $341K +2,132 +2.4%
23 ALSN 1.24% 71,287 $7M $94.99 $50K +2,240 +3.2%
24 FDS 1.22% 14,859 $7M $447.28 $16K +351 +2.4%
25 FICO 1.18% 3,503 $6M $1,827.96 $4K +78 +2.3%
26 ADBE 1.15% 16,150 $6M $386.88 $211K +395 +2.5%
27 FI 1.10% 34,645 $6M $172.41 -$2M +819 +2.4%
28 TMO 1.02% 13,651 $6M $405.46 -$901K +325 +2.4%
29 XLK 0.93% 20,029 $5M $253.23 $147K -3,652 -15.4%
30 IYW 0.93% 29,168 $5M $173.27 $268K -4,571 -13.6%
31 MLR 0.88% 107,374 $5M $44.46 $272K +2,547 +2.4%
32 GLD 0.81% 14,529 $4M $304.83 $1M +2,919 +25.1%
33 VFF 0.68% 3,368,688 $4M $1.10 $2M +25,880 +0.8%
34 XLY 0.66% 16,400 $4M $217.33 -$631K -4,628 -22.0%
35 HITI 0.62% 1,475,990 $3M $2.30 $549K +31,340 +2.2%
36 VRNA 0.54% 31,126 $3M $94.58 $1M +4,158 +15.4%
37 ERJ 0.47% 44,872 $3M $56.91 $834K +7,761 +20.9%
38 XLI 0.43% 15,996 $2M $147.52 +15,996 NEW
39 XLC 0.41% 20,468 $2M $108.53 $116K -1,348 -6.2%
40 IWO 0.39% 7,400 $2M $285.86 +7,400 NEW
41 GGAL 0.34% 37,253 $2M $50.39 $114K +5,317 +16.6%
42 SE 0.33% 11,389 $2M $159.94 $436K +926 +8.8%
43 QFIN 0.32% 40,309 $2M $43.36 $230K +6,029 +17.6%
44 MUFG 0.30% 119,733 $2M $13.72 $318K +20,119 +20.2%
45 BBVA 0.30% 105,006 $2M $15.37 $420K +17,951 +20.6%
46 YPF 0.29% 50,978 $2M $31.45 $84K +8,177 +19.1%
47 BMA 0.29% 22,703 $2M $70.21 $127K +3,574 +18.7%
48 SAP 0.29% 5,161 $2M $304.10 $411K +875 +20.4%
49 HMY 0.28% 108,343 $2M $13.97 $112K +15,526 +16.7%
50 TIGR 0.27% 154,066 $1M $9.65 $436K +33,058 +27.3%
51 BCS 0.27% 79,893 $1M $18.59 $471K +14,007 +21.3%
52 MELI 0.27% 554 $1M $2,613.63 $602K +112 +25.3%
53 PAM 0.26% 20,740 $1M $69.38 $77K +3,450 +19.9%
54 RELX 0.24% 24,179 $1M $54.34 $294K +4,060 +20.2%
55 EONGY 0.23% 66,364 $1M $18.53 +66,364 NEW
56 KT 0.22% 56,747 $1M $20.78 $357K +10,251 +22.1%
57 CRDL 0.21% 857,388 $1M $1.36 $255K -125,100 -12.7%
58 VNET 0.21% 168,691 $1M $6.90 $96K +33,193 +24.5%
59 SIEGY 0.21% 8,990 $1M $128.87 $296K +1,535 +20.6%
60 TCEHY 0.21% 17,867 $1M $64.50 $182K +2,833 +18.8%
61 CRON 0.21% 591,068 $1M $1.91 -$7K -43,460 -6.8%
62 DTEGY 0.20% 30,206 $1M $36.59 +30,206 NEW
63 JAZZ 0.20% 10,340 $1M $106.12 -$373K -1,420 -12.1%
64 OGI 0.20% 802,394 $1M $1.35 +802,394 NEW
65 NOK 0.19% 204,506 $1M $5.18 +204,506 NEW
66 MMYT 0.19% 10,804 $1M $98.02 $204K +2,181 +25.3%
67 ERIC 0.19% 122,151 $1M $8.48 $226K +18,254 +17.6%
68 CHKP 0.19% 4,673 $1M $221.25 $127K +744 +18.9%
69 SMFG 0.19% 67,819 $1M $15.11 $161K +10,572 +18.5%
70 PROSY 0.19% 91,155 $1M $11.13 $309K +15,406 +20.3%
71 FUTU 0.18% 7,795 $963K $123.59 $295K +1,330 +20.6%
72 BYD 0.17% 12,025 $941K $78.23 $31K -1,816 -13.1%
73 NRXP 0.16% 263,797 $860K $3.26 $304K -23,000 -8.0%
74 ATAI 0.16% 389,762 $854K $2.19 $347K -19,000 -4.7%
75 TCOM 0.15% 14,183 $832K $58.64 $28K +1,463 +11.5%
76 PSO 0.15% 54,740 $817K $14.93 $72K +8,471 +18.3%
77 MO 0.15% 13,525 $793K $58.63 -$91K -1,517 -10.1%
78 SAGE 0.14% 83,642 $763K $9.12 $105K
79 KC 0.14% 59,552 $746K $12.52 $46K +9,092 +18.0%
80 CYBN 0.14% 88,383 $742K $8.39 $385K +28,000 +46.4%
81 REFI 0.13% 52,011 $726K $13.96 -$410K -24,800 -32.3%
82 BKNG 0.12% 111 $643K $5,789.24 -$23K -31 -21.8%
83 HLT 0.11% 2,332 $621K $266.34 $77K -63 -2.6%
84 DPZ 0.11% 1,315 $593K $450.60 -$67K -103 -7.3%
85 YUM 0.11% 3,988 $591K $148.18 -$128K -536 -11.8%
86 WH 0.10% 6,557 $532K $81.21 -$46K +200 +3.1%
87 WING 0.10% 1,581 $532K $336.74 $6K -644 -28.9%
88 FIX 0.10% 989 $530K $536.21 $157K -141 -12.5%
89 SEIC 0.09% 5,547 $498K $89.86 $41K -373 -6.3%
90 PAGS 0.09% 51,440 $496K $9.64 +51,440 NEW
91 BDC 0.09% 4,221 $489K $115.80 $84K +221 +5.5%
92 TKO 0.09% 2,684 $488K $181.95 $45K -216 -7.5%
93 RS 0.09% 1,551 $487K $313.90 $33K -19 -1.2%
94 CMPS 0.09% 173,541 $486K $2.80 $94K +33,000 +23.5%
95 BBWI 0.09% 16,160 $484K $29.96 +16,160 NEW
96 URI 0.09% 642 $484K $753.40 $104K +42 +7.0%
97 MTG 0.09% 17,324 $482K $27.84 $15K -1,229 -6.6%
98 FCFS 0.09% 3,560 $481K $135.14 +3,560 NEW
99 NEUP 0.09% 67,733 $481K $7.10 $84K -1,926 -2.8%
100 LVS 0.09% 11,047 $481K $43.51 $115K +1,704 +18.2%

New Positions

SymbolValue% Port
SPLV $55M 10.02%
IDLV $39M 7.13%
XLI $2M 0.43%
IWO $2M 0.39%
EONGY $1M 0.23%
DTEGY $1M 0.20%
OGI $1M 0.20%
NOK $1M 0.19%
PAGS $496K 0.09%
BBWI $484K 0.09%
FCFS $481K 0.09%
KR $480K 0.09%
GOOGL $476K 0.09%
ACT $476K 0.09%
CI $473K 0.09%

Sold Out Positions

SymbolValue% Port
HR —%
ALLE —%
INN —%
CWEN —%
HUYA —%
TEVA —%
PFGC —%
DHT —%
HPQ —%
CBT —%
EXP —%
G —%
CTVA —%
CCK —%
LEN —%
View SEC EDGAR Filings for AdvisorShares Investments LLC →

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