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Portfolio (Quarterly) Guide ↗

AdvisorNet Financial, Inc

· CIK 0001409362
13F Portfolio $1.9B AUM Filed Jan 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2236 New
Page 85 of 112  ·  2,236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 ILMN ILLUMINA INC Healthcare 47.0 $6K NEW $131.17 +7.2%
1682 FCVT FIRST TRUST SSI STRATEGIC CONVERTIBLE SECURITIES ETF 143.0 $6K NEW $43.06 +17.9%
1683 FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF 137.0 $6K NEW $44.55 +11.1%
1684 BBH VANECK BIOTECH ETF 32.0 $6K NEW $190.22 -4.2%
1685 AAL AMERICAN AIRLS GROUP INC COM Industrials 397.0 $6K NEW $15.33 -15.5%
1686 FSV FIRSTSERVICE CORP NEW COM Real Estate 39.0 $6K NEW $155.54 -16.1%
1687 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 21.0 $6K NEW $287.24 +12.6%
1688 ESUM EVENTIDE US MARKET ETF 224.0 $6K NEW $26.93 +7.1%
1689 PEBO PEOPLES BANCORP INC COM Financial Services 200.0 $6K NEW $30.03 +13.8%
1690 FTXO FIRST TRUST NASDAQ BANK ETF 158.0 $6K NEW $37.79 +0.0%
1691 MMT MFS MULTIMARKET INCOME TR SH BEN INT Financial Services 1,282.0 $6K NEW $4.65 -4.4%
1692 THO THOR INDS INC COM Consumer Cyclical 58.0 $6K NEW $102.67 -27.1%
1693 ROST ROSS STORES INC COM Consumer Cyclical 33.0 $6K NEW $180.15 +21.9%
1694 CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 Communication Services 142.0 $6K NEW $41.71 +5.3%
1695 SOUN SOUNDHOUND AI INC CLASS A COM Technology 591.0 $6K NEW $9.97 -15.3%
1696 ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A Technology 24.0 $6K NEW $242.83 +1.1%
1697 VGLT VANGUARD LONG-TERM TREASURY ETF 103.0 $6K NEW $55.92 -4.0%
1698 NG NOVAGOLD RES INC COM NEW Basic Materials 618.0 $6K NEW $9.32 -14.2%
1699 HYLB XTRACKERS USD HIGH YIELD CORPORATE BOND ETF 156.0 $6K NEW $36.83 -1.1%
1700 PSIX POWER SOLUTIONS INTL INC COM NEW Industrials 100.0 $6K NEW $57.14 -36.0%
Page 85 of 112  ·  2,236 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
Financial Services 26.4%
Technology 25.9%
Industrials 10.5%
Healthcare 8.6%
Consumer Cyclical 6.7%
Utilities 5.8%
Communication Services 5.4%
Consumer Defensive 4.9%
Energy 3.7%
Basic Materials 1.7%