AdvisorNet Financial, Inc

CIK
1409362
City
MINNETONKA
State / Country
MN

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

25 quarters · across all stocks

Holdings in MAT

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Shares Held

Position Value (USD)

16 of 16 shown
Report Date Value (USD) Shares
2026-03-31 $43 3
2025-12-31 $257 13
2025-09-30 $218 13
2025-06-30 $256 13
2025-03-31 $58 3
2024-12-31 $372 21
2024-09-30 $2,381 125
2024-06-30 $260 16
2024-03-31 $158 8
2023-12-31 $1,302 69
2023-09-30 $1,652 75
2023-06-30 $1,191 61
2023-03-31 $1,123 61
2022-12-31 $927 52
2022-06-30 $334 15
2020-03-31 $39,645 4,500