Portfolio (Quarterly)
Guide ↗
AdvisorNet Financial, Inc
· CIK 0001409362| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1021 | IXN | ISHARES GLOBAL TECH ETF | — | 554.0 | $55K | 0.00% | — | — | $99.88 | +39.9% |
| 1022 | APRT | ALLIANZIM U.S. EQUITY BUFFER10 APR ETF | — | 1,300.0 | $55K | 0.00% | — | — | $42.50 | +7.4% |
| 1023 | CPNG | COUPANG INC CL A | Consumer Cyclical | 2,911.0 | $55K | 0.00% | -256.0 | -8.1% | $18.88 | -18.1% |
| 1024 | — | CANADIAN PACIFIC KANSAS CITY COM | — | 696.0 | $55K | 0.00% | — | — | $78.66 | — |
| 1025 | QJUN | FT VEST NASDAQ-100 BUFFER ETF - JUNE | — | 1,750.0 | $55K | 0.00% | -750.0 | -30.0% | $31.25 | +7.8% |
| 1026 | SKY | CHAMPION HOMES INC COM | Consumer Cyclical | 735.0 | $55K | 0.00% | — | — | $74.37 | -3.5% |
| 1027 | APD | AIR PRODUCTS AND CHEMICALS INC COM | Basic Materials | 188.0 | $55K | 0.00% | -5.0 | -2.6% | $290.49 | -0.3% |
| 1028 | AGX | ARGAN INC COM | Industrials | 100.0 | $54K | 0.00% | NEW | — | $544.65 | +23.1% |
| 1029 | IBD | INSPIRE CORPORATE BOND ETF | — | 2,277.0 | $54K | 0.00% | +2K | +6054.1% | $23.86 | -0.4% |
| 1030 | XSOE | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | — | 1,350.0 | $54K | 0.00% | +450.0 | +50.0% | $40.10 | +21.8% |
| 1031 | UNH CALL | UNITEDHEALTH GROUP | Healthcare | 200.0 | $54K | 0.00% | — | — | $270.59 | +39.3% |
| 1032 | TGTX | TG THERAPEUTICS INC COM | Healthcare | 1,620.0 | $54K | 0.00% | — | — | $33.22 | +19.6% |
| 1033 | SCHR | SCHWAB INTMEDIATE TERM US TREASURY ETF | — | 2,155.0 | $54K | 0.00% | +95.0 | +4.6% | $24.91 | -1.0% |
| 1034 | WULF | TERAWULF INC COM | Financial Services | 3,711.0 | $54K | 0.00% | +461.0 | +14.2% | $14.43 | +58.1% |
| 1035 | ZWS | ZURN ELKAY WATER SOLNS CORP COM | Industrials | 1,194.0 | $54K | 0.00% | -81.0 | -6.3% | $44.84 | +7.0% |
| 1036 | HDB | HDFC BK LTD ADR REPSTG 3 SHS | Financial Services | 2,121.0 | $53K | 0.00% | -1K | -34.6% | $24.88 | -0.3% |
| 1037 | GJUL | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY | — | 1,291.0 | $53K | 0.00% | — | — | $40.78 | +5.9% |
| 1038 | GNTX | GENTEX CORP | Consumer Cyclical | 2,399.0 | $52K | 0.00% | +2K | +2299.0% | $21.85 | +9.5% |
| 1039 | EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | — | 1,197.0 | $52K | 0.00% | +8.0 | +0.7% | $43.66 | +1.1% |
| 1040 | DTEC | ALPS DISRUPTIVE TECHNOLOGIES ETF | — | 1,200.0 | $52K | 0.00% | — | — | $43.28 | +13.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
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%