Portfolio (Quarterly)
Guide ↗
AdvisorNet Financial, Inc
· CIK 0001409362| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | XPEV | XPENG INC ADS | Consumer Cyclical | 355 | $7K | — | SOLD |
| 62 | AMBA CALL | AMBARELLA INC SHS | Technology | 100 | $7K | — | SOLD |
| 63 | — | BLACKROCK MUNIYIELD QUALITY FD COM | — | 695 | $7K | — | SOLD |
| 64 | DXCM | DEXCOM INC COM | Healthcare | 96 | $6K | — | SOLD |
| 65 | JOBY | JOBY AVIATION INC COMMON STOCK | Industrials | 468 | $6K | — | SOLD |
| 66 | CHT | CHUNGHWA TELECOM CO LTD SPON ADR NEW11 | Communication Services | 142 | $6K | — | SOLD |
| 67 | URG | UR-ENERGY INC COM | Energy | 3,738 | $5K | — | SOLD |
| 68 | FTS | FORTIS INC COM | Utilities | 100 | $5K | — | SOLD |
| 69 | STWD | STARWOOD PPTY TR INC COM | Real Estate | 266 | $5K | — | SOLD |
| 70 | SMOG | VANECK LOW CARBON ENERGY ETF | — | 36 | $5K | — | SOLD |
| 71 | — | FRONTIER COMMUNICATIONS PARENT COM | — | 114 | $4K | — | SOLD |
| 72 | CHKP | CHECK POINT SOFTWARE TECH LTD ORD | Technology | 23 | $4K | — | SOLD |
| 73 | RELX | RELX PLC SPONSORED ADR | Communication Services | 105 | $4K | — | SOLD |
| 74 | TEM | TEMPUS AI INC CL A | Healthcare | 66 | $4K | — | SOLD |
| 75 | MORN | MORNINGSTAR INC COM | Financial Services | 17 | $4K | — | SOLD |
| 76 | FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | — | 200 | $4K | — | SOLD |
| 77 | WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | — | 206 | $4K | — | SOLD |
| 78 | SBAC | SBA COMMUNICATIONS CORP CL A | Real Estate | 18 | $3K | — | SOLD |
| 79 | — | SEMLER SCIENTIFIC INC COM | — | 225 | $3K | — | SOLD |
| 80 | PKX | POSCO HOLDINGS INC SPONSORED ADR | Basic Materials | 62 | $3K | — | SOLD |
Sector Allocation
Financial Services
26.0%
Technology
23.9%
Industrials
11.5%
Healthcare
8.9%
Utilities
6.6%
Consumer Cyclical
6.2%
Consumer Defensive
5.4%
Communication Services
5.1%
Energy
4.1%
Basic Materials
2.0%