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Portfolio (Quarterly) Guide ↗

AdvisorNet Financial, Inc

· CIK 0001409362
13F Portfolio $1.9B AUM 2,267 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 165 New 727 Added 615 Reduced 139 Exited
Page 64 of 114  ·  2,262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 IQVIA HLDGS INC COM 152.0 $26K 0.00% -6.0 -3.8% $170.54
1262 BKR BAKER HUGHES INC Energy 424.0 $26K 0.00% -79.0 -15.7% $61.05 +9.9%
1263 CTRA COTERRA ENERGY INC COM Energy 733.0 $26K 0.00% -93.0 -11.3% $35.14 -7.3%
1264 PLTM GRANITESHARES PLATINUM TRUST Financial Services 1,359.0 $26K 0.00% -755.0 -35.7% $18.91 -1.1%
1265 JPC NUVEEN PFD & INCOME OPPORTUNIT COM Financial Services 3,390.0 $26K 0.00% -794.0 -19.0% $7.54 +4.2%
1266 AMCOR PLC COM NEW 639.0 $25K 0.00% NEW $39.75
1267 WFRD WEATHERFORD INTL PLC ORD SHS Energy 268.0 $25K 0.00% $94.58 +15.5%
1268 XSW STATE STREET SPDR S&P SOFTWARE & SERVICES ETF 177.0 $25K 0.00% $142.29 +16.8%
1269 OLN OLIN CORP COM PAR $1 Basic Materials 847.0 $25K 0.00% +347.0 +69.4% $29.73 -11.6%
1270 JUNT ALLIANZIM U.S. EQUITY BUFFER10 JUN ETF 700.0 $25K 0.00% $35.94 +5.5%
1271 ROBO EXCH TRADE CONCEPTS ETF & AUTOMATION IDX 367.0 $25K 0.00% -385.0 -51.2% $68.50 +31.2%
1272 VMC VULCAN MATLS CO COM Basic Materials 92.0 $25K 0.00% $272.30 -1.0%
1273 WYNN WYNN RESORTS LTD Consumer Cyclical 245.0 $25K 0.00% -31.0 -11.2% $101.63 -3.9%
1274 PPG PPG INDS INC COM Basic Materials 232.0 $25K 0.00% $106.99 +2.3%
1275 FCG FIRST TR ISE REVERE NAT GAS INDEX FD 780.0 $25K 0.00% $31.69 -7.4%
1276 SBSW SIBANYE STILLWATER LTD SPONSORED ADR Basic Materials 2,000.0 $25K 0.00% +2K +1462.5% $12.32 -1.5%
1277 NE NOBLE CORP PLC ORD SHS A Energy 501.0 $25K 0.00% +155.0 +44.8% $49.07 +2.8%
1278 DINO HF SINCLAIR CORP COM Energy 394.0 $25K 0.00% $62.39 +10.7%
1279 NUMV NUVEEN ESG MID-CAP VALUE ETF 634.0 $25K 0.00% +294.0 +86.5% $38.77 +9.3%
1280 FXF INVESCO CURRENCYSHARES SWISS FRANC TRUST Financial Services 222.0 $25K 0.00% NEW $110.41 +1.7%
Page 64 of 114  ·  2,262 positions

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%