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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
GOOGLGoogle Inc
Recent Activity
Decreased -5.01%
0.43%
$5.037M
26,609 shares@ $189.31 avg price
GOVTIshares U.s. Treasury Bond Etf
Recent Activity
Decreased -4.71%
0.43%
$5.024M
218,614 shares@ $22.98 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Decreased -7.31%
0.42%
$4.919M
10,852 shares@ $453.29 avg price
IAUIshares Gold Trust Etf
Recent Activity
Decreased -8.53%
0.41%
$4.803M
97,004 shares@ $49.51 avg price
COSTCostco Wholesale Corp
Recent Activity
Decreased -0.69%
0.4%
$4.722M
5,154 shares@ $916.27 avg price
TSMTaiwan Semiconductor Manufacturing Co Ltd
Recent Activity
Decreased -11.53%
0.34%
$4.018M
20,346 shares@ $197.5 avg price
CSXCsx Corp
Recent Activity
Decreased -15.72%
0.34%
$3.992M
123,701 shares@ $32.27 avg price
FLOTIshares Floating Rate Bond Etf
Recent Activity
Decreased -10.11%
0.34%
$3.99M
78,427 shares@ $50.89 avg price
MUBIshares Amt-free Muni Bond Etf
Recent Activity
Decreased -1.4%
0.33%
$3.913M
36,728 shares@ $106.56 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -3.48%
0.33%
$3.852M
7,927 shares@ $485.93 avg price