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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
SPYVSpdr Portfolio S&p 500 Value Etf
| 0.19% | $2.238M 43,765 shares@ $51.14 avg price | Increased 6.56% |
BXBlackstone Inc Com
| 0.19% | $2.189M 12,694 shares@ $172.42 avg price | Increased 57.77% |
MMM3m Co Com
| 0.19% | $2.174M 16,843 shares@ $129.09 avg price | Increased 10.01% |
SCHASchwab Etfs- Us Small-cap Etf
| 0.19% | $2.159M 83,479 shares@ $25.87 avg price | Increased 95.05% |
HDHome Depot
| 0.18% | $2.097M 5,392 shares@ $388.97 avg price | Increased 35.89% |
WMTWalmart Inc Com
| 0.18% | $2.096M 23,204 shares@ $90.35 avg price | Increased 0.39% |
JMHIJpmorgan High Yield Municipal Etf
| 0.18% | $2.052M 40,865 shares@ $50.22 avg price | Increased 248.98% |
VYMIVanguard International High Dividend Yield Etf
| 0.17% | $2.006M 29,559 shares@ $67.88 avg price | Increased 0.77% |
SPDWSpdr Portfolio Developed World Ex-us Etf
| 0.17% | $1.991M 58,343 shares@ $34.14 avg price | Increased 36.24% |
PJANInnovator U.s. Equity Power Buffer Etf - January
| 0.17% | $1.93M 45,687 shares@ $42.26 avg price | Increased 1.67% |