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LAURA TEDBALL

@Advisory Services Network, Llc

Latest period2024 - Q3ReportedManaged Assets$4.837BTotal holdings1526
Assets growth rate0%Assets growth rate (2-Q avg)3.64%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Advisory Services Network, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1526 positions.

Assets under management

The assets under management (AUM) of Advisory Services Network, Llc 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 - Q3, they manage 4.837B in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 3.64%. The portfolio is managed by LAURA TEDBALL, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SHVIshares Tr
Recent Activity
0.93%
$44.605M
403,666 shares@ $110.5 avg price
VUGVanguard Index Fds
Recent Activity
0.92%
$44.198M
118,172 shares@ $374.02 avg price
GOOGLAlphabet Inc
Recent Activity
0.86%
$41.325M
226,871 shares@ $182.16 avg price
AVGOBroadcom Inc
Recent Activity
0.83%
$39.761M
24,764 shares@ $1605.59 avg price
GOOGAlphabet Inc
Recent Activity
0.73%
$34.892M
190,229 shares@ $183.42 avg price
JPMJpmorgan Chase & Co.
Recent Activity
0.64%
$30.638M
151,477 shares@ $202.26 avg price
XOMExxon Mobil Corp
Recent Activity
0.63%
$30.427M
264,307 shares@ $115.12 avg price
IYWIshares Tr
Recent Activity
0.57%
$27.232M
180,943 shares@ $150.5 avg price
XLKSelect Sector Spdr Tr
Recent Activity
0.56%
$26.777M
118,361 shares@ $226.24 avg price
IJRIshares Tr
Recent Activity
0.55%
$26.527M
248,703 shares@ $106.66 avg price