Steve Corless

@Advisornet Financial, Inc

Latest period2024 - Q4

Reported6d 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
FUNSix Flags Entertainment Corp Com Recent Activity New Position	0.01%	$27,950 580 shares@ $48.19 avg price	New Position
RSPTInvesco S&p 500 Equal Weight Technology Etf Recent Activity New Position	0.01%	$25,283 676 shares@ $37.41 avg price	New Position
SMLRSemler Scientific Inc Com Recent Activity New Position	0.01%	$24,300 450 shares@ $54.0 avg price	New Position
ROIVRoivant Sciences Ltd Shs Recent Activity New Position	0.01%	$20,194 1,707 shares@ $11.84 avg price	New Position
BSCUInvesco Bulletshares 2030 Corporate Bond Etf Recent Activity New Position	0.01%	$19,251 1,176 shares@ $16.37 avg price	New Position
BSCVInvesco Bulletshares 2031 Corporate Bond Etf Recent Activity New Position	0.01%	$19,212 1,197 shares@ $16.06 avg price	New Position
BBCBJpmorgan Betabuilders Usd Investment Grade Corporate Bond Etf Recent Activity New Position	0.01%	$17,583 393 shares@ $44.75 avg price	New Position
NVAXNovavax Inc Com New Recent Activity New Position	0.01%	$16,080 2,000 shares@ $8.04 avg price	New Position
CGCVCapital Group Conservative Equity Etf Recent Activity New Position	0.01%	$14,944 563 shares@ $26.55 avg price	New Position
MSTUT-rex 2x Long Mstr Daily Target Etf Recent Activity New Position	0.01%	$13,300 1,750 shares@ $7.6 avg price	New Position