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Steve Corless

@Advisornet Financial, Inc

Latest period2024 - Q4ReportedManaged Assets$1.195BTotal holdings1954
Assets growth rate-10.75%Assets growth rate (2-Q avg)5.39%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Advisornet Financial, Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1954 positions.

Assets under management

The assets under management (AUM) of Advisornet Financial, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.195B in assets, with a quarterly growth rate of -10.75% and a 2-quarter average growth rate of 5.39%. The portfolio is managed by Steve Corless, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -6.83%
2.28%
$27.237M
108,764 shares@ $250.42 avg price
MSFTMicrosoft
Recent Activity
Decreased -8.13%
2.13%
$25.384M
60,224 shares@ $421.5 avg price
NVDANvidia Corporation Com
Recent Activity
Decreased -4.5%
1.42%
$16.945M
126,184 shares@ $134.29 avg price
XOMExxon Mobil Corp Com
Recent Activity
Decreased -2.14%
0.8%
$9.517M
88,476 shares@ $107.58 avg price
SPLGSpdr Portfolio S&p 500 Etf
Recent Activity
Decreased -87.31%
0.73%
$8.644M
125,382 shares@ $68.94 avg price
JPMJpmorgan Chase & Co. Com
Recent Activity
Decreased -2.6%
0.58%
$6.915M
28,846 shares@ $239.72 avg price
TSLATesla Motors Inc
Recent Activity
Decreased -30.62%
0.48%
$5.691M
14,093 shares@ $403.85 avg price
ABTAbbott Labs Com
Recent Activity
Decreased -7.37%
0.47%
$5.554M
49,101 shares@ $113.12 avg price
CARRCarrier Global Corporation Com
Recent Activity
Decreased -8.36%
0.46%
$5.476M
80,226 shares@ $68.26 avg price
TMOThermo Fisher Scientific Inc Com
Recent Activity
Decreased -10.77%
0.43%
$5.092M
9,788 shares@ $520.24 avg price