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
FTHIFirst Trust Buywrite Income Etf Recent Activity New Position	0.01%	$65,226 2,803 shares@ $23.28 avg price	New Position
ISPYProshares S&p 500 High Income Etf Recent Activity New Position	0.01%	$64,752 1,462 shares@ $44.3 avg price	New Position
CEIXConsol Energy Inc New Com Recent Activity New Position	0.01%	$64,008 600 shares@ $106.68 avg price	New Position
BBMCJpmorgan Betabuilders U.s. Mid Cap Equity Etf Recent Activity New Position	0.01%	$56,102 583 shares@ $96.23 avg price	New Position
BSCTInvesco Bulletshares 2029 Corporate Bond Etf Recent Activity New Position	0.01%	$53,626 2,924 shares@ $18.34 avg price	New Position
SUBIshares Short-term National Muni Bond Etf Recent Activity New Position	0.01%	$43,774 415 shares@ $105.48 avg price	New Position
BBHYJpmorgan Betabuilders Usd High Yield Corporate Bond Etf Recent Activity New Position	0.01%	$43,453 943 shares@ $46.08 avg price	New Position
INOVInnovator International Developed Power Buffer Etf November Recent Activity New Position	0.01%	$41,256 1,441 shares@ $28.64 avg price	New Position
GSYInvesco Ultra Short Duration Etf Recent Activity New Position	0.01%	$35,328 705 shares@ $50.12 avg price	New Position
QQQINeos Nasdaq 100 High Income Etf Recent Activity New Position	0.01%	$29,537 564 shares@ $52.38 avg price	New Position