AdvisorNet Financial, Inc
CIK
1409362
City
MINNETONKA
State / Country
MN
Top Portfolio Positions
1,371 positions ·
$522,258,422 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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 NMS
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,010 | 247 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $2,894 | 247 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,941 | 247 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,818 | 247 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,964 | 247 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $3,047 | 247 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $3,188 | 247 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,803 | 247 | Shares | Sole | 2024-07-16 | |
| 2023-12-31 | $19,215 | 1,750 | Shares | Sole | 2024-01-19 | |
| 2020-09-30 | $5,287 | 375 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $5,336 | 375 | Shares | Sole | 2020-08-26 | |
| 2020-03-31 | $216,360 | 16,554 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||