AdvisorNet Financial, Inc

CIK

1409362

City

MINNETONKA

State / Country

Stock

WTRG — Essential Utilities, Inc.

Top Portfolio Positions

1,374 positions · $527,205,880 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

24 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,368,896	232,652	-0.1%	Shares	Sole	2026-04-17
2025-12-31	$8,936,460	232,963	+130.1%	Shares	Sole	2026-01-20
2025-09-30	$4,039,914	101,251	-0.3%	Shares	Sole	2025-10-09
2025-06-30	$3,771,047	101,536	+0.0%	Shares	Sole	2025-07-14
2025-03-31	$4,012,215	101,498	+0.9%	Shares	Sole	2025-04-07
2024-12-31	$3,654,954	100,632	-2.8%	Shares	Sole	2025-01-13
2024-09-30	$3,991,802	103,495	+0.1%	Shares	Sole	2024-10-15
2024-06-30	$3,861,340	103,438	-1.3%	Shares	Sole	2024-07-16
2024-03-31	$3,880,913	104,748	+0.1%	Shares	Sole	2024-04-12
2023-12-31	$3,909,984	104,685	+0.4%	Shares	Sole	2024-01-19
2023-09-30	$3,578,181	104,229	+3.8%	Shares	Sole	2023-10-12
2023-06-30	$4,007,442	100,412	-0.1%	Shares	Sole	2023-07-14
2023-03-31	$4,388,352	100,535	-0.8%	Shares	Sole	2023-04-28
2022-12-31	$4,836,194	101,324	+0.9%	Shares	Sole	2023-01-13
2022-09-30	$4,153,972	100,386	+0.2%	Shares	Sole	2022-10-04
2022-06-30	$4,593,528	100,186	+0.0%	Shares	Sole	2022-07-07
2022-03-31	$5,122,101	100,178	0.0%	Shares	Sole	2022-04-14
2021-12-31	$5,378,556	100,178	+78.2%	Shares	Sole	2022-01-19
2021-09-30	$2,590,940	56,227	+33977.0%	Shares	Sole	2021-10-15
2021-03-31	$7,383	165	-11.3%	Shares	Sole	2021-04-14
2020-12-31	$8,795	186	0.0%	Shares	Sole	2021-02-04
2020-09-30	$7,486	186	0.0%	Shares	Sole	2020-11-06
2020-06-30	$7,856	186	0.0%	Shares	Sole	2020-08-26
2020-03-31	$7,570	186	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.