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