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Portfolio (Quarterly) Guide ↗

AdvisorNet Financial, Inc

· CIK 0001409362
13F Portfolio $2.2B AUM 2,278 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 133 New 767 Added 541 Reduced 121 Exited
Page 39 of 114  ·  2,274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 EMLC MARKET VECTORS ETF EMERGING MKTS LOCAL ETF 5,338.0 $136K 0.01% +775.0 +17.0% $25.56 +1.1%
762 CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF 4,967.0 $136K 0.01% $27.33 -0.7%
763 SCHR SCHWAB INTMEDIATE TERM US TREASURY ETF 5,456.0 $135K 0.01% +3K +153.2% $24.66 -1.1%
764 SNDK SANDISK CORP COM Technology 59.0 $134K 0.01% +14.0 +31.1% $2276.39 -29.9%
765 ED CONSOLIDATED EDISON INC COM Utilities 1,212.0 $134K 0.01% -7.0 -0.6% $110.63 -3.9%
766 FFEB FT VEST U.S. EQUITY BUFFER FUND - FEBRUARY 2,195.0 $134K 0.01% -150.0 -6.4% $60.98 +2.0%
767 ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 2,643.0 $134K 0.01% $50.58 -0.1%
768 PAYX PAYCHEX INC Industrials 1,358.0 $134K 0.01% +32.0 +2.4% $98.33 +26.6%
769 AOM ISHARES TR S&P MODERATE ALLOCATION FD 2,675.0 $133K 0.01% +425.0 +18.9% $49.90 -0.3%
770 PTL INSPIRE 500 ETF 466.0 $133K 0.01% +135.0 +40.8% $286.09 -0.3%
771 FEOE FIRST EAGLE OVERSEAS EQUITY ETF 2,495.0 $133K 0.01% +1K +99.6% $53.40 +6.1%
772 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 2,250.0 $133K 0.01% $58.92 -4.3%
773 FDS FACTSET RESH SYS INC COM Financial Services 573.0 $132K 0.01% +5.0 +0.9% $230.08 +30.4%
774 IDVO AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF 3,125.0 $131K 0.01% $42.00 +3.0%
775 MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF 1,377.0 $131K 0.01% $94.85 +0.9%
776 NXPI NXP SEMICONDUCTORS N V COM Technology 463.0 $130K 0.01% +136.0 +41.6% $281.03 -19.7%
777 NFLT VIRTUS NEWFLEET MULTI-SECTOR BOND ETF 5,668.0 $130K 0.01% +5K +1185.3% $22.95 -1.0%
778 HORIZON MANAGED RISK ETF 4,224.0 $130K 0.01% NEW $30.76
779 WDC WESTERN DIGITAL CORP COM Technology 203.0 $130K 0.01% +57.0 +39.0% $638.72 -28.1%
780 B BARRICK GOLD CORP F Basic Materials 3,520.0 $129K 0.01% -97.0 -2.7% $36.73 +29.6%
Page 39 of 114  ·  2,274 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.7%
Financial Services 25.5%
Industrials 12.3%
Healthcare 8.5%
Consumer Cyclical 6.4%
Utilities 6.2%
Consumer Defensive 4.9%
Communication Services 3.8%
Energy 2.3%
Basic Materials 1.9%