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Asset Manager ← All Institutions

Advisory Services Network, LLC

Q2 2025 · Filed 2025-08-19
Market Value
$6.2B
+19.1%
Holdings
1,822
+109
New Purchases
242
Added To
833
Closed
123
Reduced
570
Top 10 Concentration
20.1%
Turnover
20.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
WMT 2.03% 0.41% +1.62% $125M
NVDA 3.65% 2.52% +1.13% $226M
MSFT 2.39% 1.81% +0.58% $148M
AVGO 1.12% 0.76% +0.36% $69M
PLTR 0.73% 0.43% +0.30% $45M
QQXT 0.28% 0.00% +0.28% $18M
SGOV 0.43% 0.20% +0.23% $26M
SPY 1.74% 1.52% +0.22% $108M
TPL 0.33% 0.12% +0.21% $21M
ACIO 0.60% 0.41% +0.19% $37M
BBIN 0.20% 0.01% +0.19% $12M
VTI 0.62% 0.44% +0.18% $39M
GEV 0.33% 0.15% +0.18% $20M
IYF 0.18% 0.01% +0.17% $11M
ORCL 0.48% 0.32% +0.16% $29M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 2.97% 3.66% -0.69% $183M
IVV 1.77% 2.32% -0.55% $109M
BIL 0.83% 1.20% -0.37% $51M
QTEC 0.00% 0.33% -0.33% $0
ICSH 0.27% 0.53% -0.27% $16M
IYW 0.25% 0.50% -0.26% $15M
IVW 0.26% 0.46% -0.20% $16M
SHV 0.52% 0.71% -0.19% $32M
SPTS 0.00% 0.19% -0.19% $0
LLY 0.58% 0.75% -0.17% $36M
XOM 0.44% 0.60% -0.16% $27M
IJH 0.32% 0.48% -0.16% $20M
IJR 0.45% 0.60% -0.15% $28M
CVX 0.36% 0.50% -0.14% $22M
SHY 0.44% 0.58% -0.14% $27M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 77 $2.3B 37.3%
Large Cap 773 $2.7B 44.3%
Mid Cap 464 $595M 9.6%
Small Cap 370 $441M 7.1%
Micro Cap 138 $101M 1.6%

Portfolio Analytics

Avg Market Cap
$55.4B
Median Market Cap
$8.1B
Avg P/E
32.2
Median P/E
21.9
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
956
# ETFs / Funds
866

Top Holdings (1,822 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 3.65% 1,269,375 $226M $177.87 $95M +62,827 +5.2%
2 AAPL 2.97% 883,828 $183M $207.57 -$7M +28,315 +3.3%
3 MSFT 2.39% 276,784 $148M $533.50 $54M +26,417 +10.6%
4 WMT 2.03% 1,280,829 $125M $97.98 $104M +1,037,777 +427.0%
5 AMZN 1.94% 512,204 $120M $234.11 $23M +513 +0.1%
6 IVV 1.77% 172,387 $109M $634.90 -$11M -42,052 -19.6%
7 SPY 1.74% 170,140 $108M $632.08 $29M +28,915 +20.5%
8 QQQ 1.53% 167,053 $94M $565.01 $18M +3,975 +2.4%
9 AVGO 1.12% 235,684 $69M $293.70 $30M +69 +0.0%
10 META 0.99% 79,409 $61M $773.44 $11M -8,772 -9.9%
11 JPM 0.84% 176,168 $52M $296.24 $13M +15,625 +9.7%
12 BIL 0.83% 556,406 $51M $91.75 -$11M -120,981 -17.9%
13 GOOGL 0.81% 260,422 $50M $191.90 $15M +35,280 +15.7%
14 PLTR 0.73% 283,720 $45M $158.35 $23M +21,506 +8.2%
15 ZECP 0.64% 1,227,500 $40M $32.34 $6M +91,685 +8.1%
16 VTI 0.62% 124,123 $39M $310.89 $16M +40,923 +49.2%
17 ACIO 0.60% 890,834 $37M $41.74 $16M +344,758 +63.1%
18 LLY 0.58% 48,563 $36M $740.06 -$3M +1,351 +2.9%
19 TSLA 0.52% 105,109 $32M $308.27 $3M -7,288 -6.5%
20 SHV 0.52% 289,879 $32M $110.41 -$5M -41,418 -12.5%
21 GLD 0.52% 105,196 $32M $302.96 $6M +14,155 +15.6%
22 BRK-B 0.49% 64,713 $31M $471.88 -$1M +5,273 +8.9%
23 VUG 0.49% 66,879 $30M $455.18 $5M -2,332 -3.4%
24 ORCL 0.48% 115,988 $29M $253.77 $13M -1,583 -1.4%
25 VTV 0.48% 166,107 $29M $177.04 $2M +7,622 +4.8%
26 VOO 0.48% 50,594 $29M $581.02 $8M +8,476 +20.1%
27 ITOT 0.47% 208,641 $29M $138.12 $3M -3,677 -1.7%
28 GOOG 0.46% 148,057 $29M $192.86 $2M -24,083 -14.0%
29 IJR 0.45% 253,292 $28M $110.28 -$3M -43,533 -14.7%
30 XLK 0.45% 105,241 $28M $262.74 $4M -8,716 -7.7%
31 SHY 0.44% 328,065 $27M $82.52 -$3M -34,720 -9.6%
32 XOM 0.44% 242,051 $27M $111.64 -$4M -19,938 -7.6%
33 SGOV 0.43% 263,078 $26M $100.72 $16M +159,883 +154.9%
34 ABBV 0.42% 137,081 $26M $189.02 -$289K +12,033 +9.6%
35 COST 0.40% 26,589 $25M $939.66 $582K +788 +3.0%
36 MA 0.40% 44,011 $25M $566.45 $802K -8 -0.0%
37 FDN 0.38% 86,111 $24M $273.83 $4M -757 -0.9%
38 V 0.36% 64,146 $22M $345.47 $1M +4,462 +7.5%
39 TSM 0.36% 91,361 $22M $241.62 $10M +15,940 +21.1%
40 CVX 0.36% 145,461 $22M $151.64 -$4M -9,756 -6.3%
41 NFLX 0.35% 18,762 $22M $1,159.41 $6M +2,001 +11.9%
42 ANET 0.35% 176,186 $22M $123.22 $8M -5,179 -2.9%
43 AGG 0.35% 219,448 $22M $98.62 -$1M -14,370 -6.2%
44 RSP 0.35% 116,486 $21M $183.63 -$1M -14,026 -10.8%
45 HD 0.34% 57,428 $21M $367.51 -$2M -4,803 -7.7%
46 VEA 0.34% 372,683 $21M $56.22 $5M +49,882 +15.4%
47 TPL 0.33% 21,202 $21M $968.11 $14M +16,456 +346.7%
48 FXU 0.33% 455,369 $20M $44.47 $2M -928 -0.2%
49 GEV 0.33% 30,579 $20M $660.30 $13M +5,813 +23.5%
50 FXO 0.32% 351,062 $20M $57.03 $1M +715 +0.2%
51 FXR 0.32% 257,724 $20M $77.22 $2M -671 -0.3%
52 IJH 0.32% 314,681 $20M $63.03 -$5M -113,666 -26.5%
53 IBIT 0.32% 298,935 $20M $66.32 $11M +100,052 +50.3%
54 CRWD 0.31% 41,883 $19M $454.57 $5M +1,465 +3.6%
55 DRSK 0.31% 665,809 $19M $28.48 $7M +215,658 +47.9%
56 CSCO 0.30% 273,560 $19M $68.08 $3M +15,667 +6.1%
57 CAT 0.28% 40,108 $18M $438.03 $5M +3,079 +8.3%
58 QQXT 0.28% 177,640 $18M $98.62 +177,640 NEW
59 PG 0.28% 114,757 $17M $150.47 -$284K +11,767 +11.4%
60 TLT 0.28% 197,376 $17M $86.92 $6M +72,475 +58.0%
61 IBM 0.27% 66,609 $17M $253.15 -$448K -3,005 -4.3%
62 HDV 0.27% 141,620 $17M $118.28 $2M +21,970 +18.4%
63 SCHD 0.27% 630,378 $17M $26.50 $2M +95,628 +17.9%
64 ICSH 0.27% 325,337 $16M $50.69 -$11M -222,141 -40.6%
65 JEPI 0.27% 290,347 $16M $56.48 $120K +5,450 +1.9%
66 MTUM 0.26% 67,625 $16M $241.29 $1M -7,724 -10.2%
67 IVW 0.26% 139,461 $16M $113.90 -$8M -115,034 -45.2%
68 AMD 0.25% 89,137 $16M $176.31 $6M -2,293 -2.5%
69 DVY 0.25% 115,154 $16M $135.05 $6M +42,170 +57.8%
70 VZ 0.25% 362,539 $16M $42.76 -$297K +14,233 +4.1%
71 LRCX 0.25% 162,346 $15M $94.84 $5M +16,494 +11.3%
72 IYW 0.25% 84,022 $15M $181.31 -$11M -101,970 -54.8%
73 IVE 0.25% 77,037 $15M $196.98 $3M +11,493 +17.5%
74 ITA 0.25% 77,182 $15M $196.60 $712K -17,278 -18.3%
75 IAI 0.24% 84,695 $15M $175.64 $3M +2,831 +3.5%
76 SCHG 0.24% 485,749 $15M $30.22 $5M +115,961 +31.4%
77 CRM 0.23% 55,801 $14M $258.33 -$196K +1,355 +2.5%
78 MAR 0.23% 54,288 $14M $263.83 $1M -338 -0.6%
79 GE 0.23% 52,327 $14M $271.08 $4M +1,851 +3.7%
80 JNJ 0.23% 85,838 $14M $164.74 $2M +13,038 +17.9%
81 MCD 0.23% 47,044 $14M $300.07 $1M +5,934 +14.4%
82 VIG 0.23% 68,379 $14M $206.06 $1M +1,680 +2.5%
83 IEFA 0.23% 171,895 $14M $81.87 $2M +13,169 +8.3%
84 XLE 0.23% 159,506 $14M $87.21 $2M +29,852 +23.0%
85 UNH 0.22% 55,651 $14M $249.56 -$4M +22,194 +66.3%
86 HELO 0.22% 215,388 $14M $63.32 $7M +98,634 +84.5%
87 QCOM 0.22% 92,871 $14M $146.76 $548K +7,708 +9.1%
88 IAK 0.22% 106,596 $14M $127.47 $103K +8,745 +8.9%
89 ETN 0.22% 35,295 $14M $384.73 $4M -768 -2.1%
90 NOW 0.22% 14,372 $14M $943.10 $3M +682 +5.0%
91 JPST 0.22% 267,036 $14M $50.64 $7M +132,477 +98.5%
92 FTEC 0.22% 65,125 $13M $205.74 -$4M -41,311 -38.8%
93 PM 0.22% 81,582 $13M $164.05 $2M +7,478 +10.1%
94 MUB 0.21% 127,589 $13M $103.87 -$216K -145 -0.1%
95 TDG 0.21% 8,232 $13M $1,608.56 $812K -753 -8.4%
96 IGV 0.21% 117,301 $13M $111.66 $3M +5,473 +4.9%
97 ISRG 0.21% 26,752 $13M $481.09 $152K +1,073 +4.2%
98 SPSB 0.21% 427,035 $13M $30.11 $369K +12,132 +2.9%
99 SPLG 0.21% 172,286 $13M $74.34 $1M -5,723 -3.2%
100 NEE 0.21% 178,284 $13M $71.06 $2M +29,616 +19.9%

New Positions

SymbolValue% Port
QQXT $18M 0.28%
FXE $5M 0.08%
DBP $4M 0.06%
VXX $3M 0.05%
BAI $3M 0.05%
ISCV $3M 0.05%
PSCW $3M 0.05%
BILS $3M 0.04%
SCHM $3M 0.04%
FENI $2M 0.04%
FNDE $2M 0.04%
VWOB $2M 0.04%
ISHG $2M 0.03%
OUSM $2M 0.03%
TTWO $2M 0.03%

Sold Out Positions

SymbolValue% Port
AR —%
ALSN —%
EOI —%
CNR —%
AFG —%
DDD —%
WTRG —%
GOF —%
CPRI —%
BAX —%
NGVC —%
MGM —%
DAVA —%
BBY —%
DB —%
View SEC EDGAR Filings for Advisory Services Network, LLC →

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