AdvisorNet Financial, Inc
Top Portfolio Positions
1,369 positions ·
$522,245,035 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
118,039 | $29,957,117 | 5.74% |
| GLD |
Spdr Gold Trust
|
60,374 | $25,978,328 | 4.97% |
| MSFT |
Microsoft Corp
Technology
|
62,200 | $23,024,574 | 4.41% |
| NVDA |
Nvidia Corp
Technology
|
130,947 | $22,837,156 | 4.37% |
| SPY |
Spdr S&P 500 Etf Trust
|
30,063 | $19,551,171 | 3.74% |
| QQQ |
Invesco Qqq Trust, Series 1
|
22,923 | $13,230,697 | 2.53% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
58,015 | $12,082,784 | 2.31% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
34,698 | $10,206,763 | 1.95% |
| WTRG |
Essential Utilities, Inc.
Utilities
|
232,652 | $9,368,896 | 1.79% |
| IAU |
Ishares Gold Trust
|
99,684 | $8,788,141 | 1.68% |
Portfolio Trend
Holdings in JEF
Shares Held
Position Value (USD)
16 of 16 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $123 | 3 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $61 | 1 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $65 | 1 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $54 | 1 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $964 | 18 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $392 | 5 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,908 | 31 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,293 | 26 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,146 | 26 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,050 | 26 | Shares | Sole | 2024-01-19 | |
| 2023-06-30 | $663 | 20 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,158 | 68 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,720 | 83 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $705 | 25 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $264 | 10 | Shares | Sole | 2022-07-07 | |
| 2021-12-31 | $741 | 20 | Shares | Sole | 2022-01-19 | |
| No quarters match your search. | ||||||