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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
SHVIshares Short Treasury Bond Etf
Recent Activity
Increased 39.52%
0.93%
$11.033M
100,200 shares@ $110.12 avg price
QQQInvesco Qqq Trust
Recent Activity
Increased 7.88%
0.92%
$10.915M
21,350 shares@ $511.25 avg price
CGGRCapital Group Growth Etf
Recent Activity
Increased 26.02%
0.83%
$9.855M
265,134 shares@ $37.17 avg price
VOOVanguard S&p 500 Etf
Recent Activity
Increased 12.6%
0.83%
$9.821M
18,228 shares@ $538.8 avg price
BONDPimco Active Bond Exchange-traded Fund
Recent Activity
Increased 41.59%
0.81%
$9.629M
106,488 shares@ $90.42 avg price
PVALPutnam Focused Large Cap Value Etf
Recent Activity
Increased 58.71%
0.81%
$9.569M
257,796 shares@ $37.13 avg price
NJANInnovator Growth-100 Power Buffer Etf - January
Recent Activity
Increased 17.58%
0.78%
$9.279M
192,952 shares@ $48.1 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Increased 0.52%
0.75%
$8.88M
15,167 shares@ $585.52 avg price
DFSVDimensional Us Small Cap Value Etf
Recent Activity
Increased 4.17%
0.72%
$8.573M
278,536 shares@ $30.79 avg price
AMZNAmazon.com Inc
Recent Activity
Increased 0.95%
0.69%
$8.125M
37,035 shares@ $219.4 avg price