AdvisorNet Financial, Inc Q1 2023 Filing

Filed April 28, 2023

Portfolio Value

$1.1B

Holdings

2,397

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (2,397 positions)

#StockSharesValue% PortfolioType
1
GSLCGOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF
581,065$47.2T4316549.09%
2
AAPLAPPLE INC
221,206$36.5T3336312.86%
3
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
473,174$22.6T2069567.53%
4
MSFTMICROSOFT
71,499$20.6T1885350.70%
5
VBVANGUARD SMALL CAP ETF
86,710$16.4T1503361.20%
6
IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
321,908$15.8T1441232.15%
7
VWOVANGUARD FTSE EMERGING MARKETS ETF
386,053$15.6T1426518.46%
8
SPYSPDR S&P 500 ETF
37,227$15.2T1393940.98%Put
9
VOOVANGUARD S&P 500 ETF
40,416$15.2T1390166.73%
10
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
331,169$15.0T1368199.78%
11
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF
579,934$14.8T1351535.08%
12
SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
289,729$14.6T1336380.17%
13
DFASDIMENSIONAL U.S. SMALL CAP ETF
257,575$13.6T1241548.06%
14
LGLVSPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF
98,648$13.5T1234312.54%
15
AVUSAVANTIS U.S. EQUITY ETF
180,779$12.8T1171984.65%
16
TIPISHARES TIPS BOND ETF
114,533$12.6T1154935.43%
17
ACWVISHARES MSCI GLOBAL MIN VOL FACTOR ETF
130,143$12.6T1151653.99%
18
SPYMSPDR PORTFOLIO S&P 500 ETF
251,152$12.1T1106068.16%
19
VTIVANGUARD TOTAL STOCK MARKET ETF
54,504$11.1T1017467.11%
20
DFAUDIMENSIONAL US CORE EQUITY MARKET ETF
377,598$10.9T993617.02%
21
VOVANGUARD MID CAP
51,372$10.8T991043.23%
22
VTVANGUARD TOTAL WORLD STOCK ETF
110,638$10.2T931895.25%
23
XOMEXXON MOBIL CORP COM
88,767$9.7T890328.16%
24
AGGISHARES AGGREGATE BOND ETF
95,644$9.5T871647.33%
25
XMLVINVESCO S&P MIDCAP LOW VOLATILITY ETF
181,463$9.5T869696.31%
26
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
151,715$9.4T859644.99%
27
AVDEAVANTIS INTERNATIONAL EQUITY ETF
150,130$8.6T783102.62%
28
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
262,595$8.4T771456.90%
29
VUGVANGUARD GROWTH ETF
32,335$8.1T737712.98%
30
CEMBISHARES J.P. MORGAN EM CORPORATE BOND ETF
184,658$8.0T735709.01%
31
IGEBISHARES INVESTMENT GRADE BOND FACTOR ETF
175,504$7.8T717697.88%
32
ISTBISHARES CORE 1-5 YEAR USD BOND ETF
164,200$7.7T708188.93%
33
DFEMDIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
301,260$7.1T650007.00%
34
SCHASCHWAB ETFS- US SMALL-CAP ETF
166,302$7.0T637779.39%
35
IVEISHARES S&P 500 VALUE ETF
45,829$7.0T636125.81%
36
IVWISHARES S&P 500 GROWTH ETF
104,956$6.7T613321.15%
37
SCHOSCHWAB SHORT TERM US TREASURY ETF
134,779$6.6T601455.28%
38
TMOTHERMO FISHER SCIENTIFIC INC COM
11,134$6.4T586961.56%
39
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
131,032$6.4T584732.23%
40
SMLVSPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF
58,322$6.1T560796.89%
41
SCZISHARES MSCI EAFE SMALL-CAP ETF
100,845$6.0T548900.38%
42
DFICDIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
243,987$5.9T537034.60%
43
QUALISHARES MSCI USA QUALITY FACTOR ETF
42,671$5.3T484211.07%
44
VTVVANGUARD VALUE ETF
38,155$5.3T481978.25%
45
SCHDSCHWAB US DIVIDEND EQUITY ETF
71,551$5.2T478784.34%
46
ABTABBOTT LABS COM
49,608$5.0T459450.54%
47
NDQInvesco QQQ Trust
15,183$4.9T445671.89%
48
XLKTECHNOLOGY SELECT SECTOR SPDR
31,861$4.8T440057.57%
49
GILDGILEAD SCIENCES INC
57,160$4.7T433771.35%
50
DFAIDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
175,751$4.7T433216.08%
51
IVVISHARES S&P 500 INDEX
11,295$4.6T424669.52%
52
NJANINNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY
120,984$4.6T419498.89%
53
RLYSPDR SSGA MULTI-ASSET REAL RETURN ETF
165,618$4.6T417781.93%
54
WPCWP CAREY INC COM
58,142$4.5T411870.44%
55
NVDANVIDIA CORPORATION COM
16,019$4.4T406975.94%
56
AVEMAVANTIS EMERGING MARKETS EQUITY ETF
83,977$4.4T406241.03%
57
JPMJPMORGAN CHASE & CO COM
33,872$4.4T403707.58%
58
AMZNAMAZON.COM INC
42,509$4.4T401596.87%
59
WTRGESSENTIAL UTILS INC COM
100,535$4.4T401375.34%
60
EFGISHARES MSCI EAFE GROWTH INDEX ETF
46,631$4.4T399553.20%
61
JNJJOHNSON & JOHNSON COM
28,043$4.3T397560.11%
62
MRKMERCK & CO INC
40,605$4.3T395124.16%
63
ESGUISHARES ESG AWARE MSCI USA ETF
47,155$4.3T390111.03%
64
IAU*ISHARES GOLD TRUST ETF
112,653$4.2T385048.14%
65
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
13,445$4.2T379703.91%
66
HONHONEYWELL INTL INC
21,647$4.1T378401.65%
67
IJANINNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY
144,289$4.1T375460.82%
68
XELXCEL ENERGY INC COM
60,795$4.1T375003.96%
69
LMTLOCKHEED MARTIN CORP
8,459$4.0T365747.73%
70
UNHUNITEDHEALTH GROUP
8,440$4.0T364810.59%
71
TSLATESLA MOTORS INC
19,217$4.0T364645.77%
72
PGPROCTER AND GAMBLE CO COM
26,412$3.9T359200.94%
73
CGXUCAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
167,553$3.9T355387.45%
74
EFVISHARES MSCI EAFE VALUE INDEX ETF
79,940$3.9T354831.99%
75
FLOTISHARES FLOATING RATE BOND ETF
76,317$3.8T351734.38%
76
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
74,959$3.8T344996.70%
77
4I1PHILIP MORRIS INTL INC
38,783$3.8T344970.00%
78
CSXCSX CORP
123,840$3.7T339125.28%
79
CARRCARRIER GLOBAL CORPORATION COM
80,751$3.7T337901.13%
80
KJANINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY
117,680$3.6T330761.01%
81
SCHZSCHWAB US AGGREGATE BOND ETF
75,524$3.5T324039.88%
82
ITOTISHARES TR S&P 1500 INDEX FD
36,561$3.3T302800.26%
83
VBRVANGUARD SMALL CAP VALUE ETF
20,670$3.3T300138.57%
84
NOCNORTHROP GRUMMAN CORP COM
7,091$3.3T299457.62%
85
IUSBISHARES CORE TOTAL USD BOND MARKET ETF
70,232$3.2T296451.21%
86
MUBISHARES AMT-FREE MUNI BOND ETF
29,843$3.2T294080.37%
87
CMECME GROUP INC COM
16,618$3.2T291099.84%
88
IWDISHARES RUSSELL 1000 VALUE ETF
20,707$3.2T288374.41%
89
IWSISHARES RUSSELL MIDCAP VALUE INDEX
29,343$3.1T285023.54%
90
ECLECOLAB INC COM
18,254$3.0T276363.56%
91
XLVHEALTH CARE SELECT SECTOR SPDR
22,680$2.9T268552.01%
92
BMYBRISTOL-MYERS SQUIBB CO COM
42,085$2.9T266794.35%
93
SCHPSCHWAB US TIPS ETF
53,835$2.9T263974.25%
94
PFEPFIZER INC COM
70,025$2.9T261315.30%
95
METAMETA PLATFORMS INC CL A
14,088$2.8T257601.23%Call
96
TOTLSPDR DOUBLELINE TOTAL RETURN TACTICAL ETF
68,420$2.8T256765.26%
97
FDVVFIDELITY HIGH DIVIDEND ETF
72,662$2.8T253078.08%
98
CVXCHEVRON CORP NEW COM
16,642$2.7T248345.65%
99
BONDPIMCO ACTIVE BOND ETF
28,860$2.7T244838.56%
100
DFUSDIMENSIONAL U.S. EQUITY ETF
59,841$2.7T243179.59%
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