Steve Corless

@Advisornet Financial, Inc

Latest period2024 - Q4

Reported5d ago

Managed Assets$1.195B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ETHGrayscale Ethereum Mini Trust Etf Recent Activity New Position	0.02%	$166,173 5,277 shares@ $31.5 avg price	New Position
SLQDIshares 0-5 Year Investment Grade Corporate Bond Etf Recent Activity New Position	0.02%	$139,769 2,810 shares@ $49.74 avg price	New Position
BNOUnited States Brent Oil Fund Lp Recent Activity New Position	0.02%	$134,775 4,500 shares@ $29.95 avg price	New Position
JEMAJpmorgan Activebuilders Emerging Markets Equity Etf Recent Activity New Position	0.02%	$125,062 3,343 shares@ $37.42 avg price	New Position
USFRWisdomtree Floating Rate Treasury Fund Recent Activity New Position	0.01%	$115,132 2,288 shares@ $50.32 avg price	New Position
UNOVInnovator U.s. Equity Ultra Buffer Etf - November Recent Activity New Position	0.01%	$97,905 2,828 shares@ $34.62 avg price	New Position
FTSMFirst Trust Enhanced Short Maturity Etf Recent Activity New Position	0.01%	$90,970 1,522 shares@ $59.78 avg price	New Position
SPGMSpdr Index Shares Funds Spdr Msci Acwiimi Etf Recent Activity New Position	0.01%	$84,292 1,331 shares@ $63.33 avg price	New Position
MSTYYieldmax Mstr Option Income Strategy Etf Recent Activity New Position	0.01%	$74,332 2,825 shares@ $26.32 avg price	New Position
CGMSCapital Group U.s. Multi-sector Income Etf Recent Activity New Position	0.01%	$74,065 2,715 shares@ $27.28 avg price	New Position