AdvisorNet Financial, Inc
CIK
1409362
City
MINNETONKA
State / Country
MN
Top Portfolio Positions
1,374 positions ·
$527,205,880 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
118,039 | $29,957,117 | 5.68% | |
| GLD |
Spdr Gold Trust
|
60,374 | $25,978,328 | 4.93% | |
| MSFT |
Microsoft Corp
Technology
|
62,200 | $23,024,574 | 4.37% | |
| NVDA |
Nvidia Corp
Technology
|
130,947 | $22,837,156 | 4.33% | |
| SPY |
Spdr S&P 500 ETF Trust
|
30,063 | $19,551,171 | 3.71% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
22,923 | $13,230,697 | 2.51% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
58,015 | $12,082,784 | 2.29% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
34,698 | $10,206,763 | 1.94% | |
| WTRG |
Essential Utilities, Inc.
Utilities
|
232,652 | $9,368,896 | 1.78% | |
| IAU |
Ishares Gold Trust
|
99,684 | $8,788,141 | 1.67% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CPZ
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,866 | 2,422 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $43,684 | 2,988 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $45,506 | 2,816 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $30,333 | 1,869 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $16,338 | 1,050 | Shares | Sole | 2025-04-07 | |
| 2020-03-31 | $57,760 | 4,000 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||