Advisornet Financial, Inc.
AdvisorNet Financial, Inc is a financial advisory and investment firm headquartered in Minnetonka, Minnesota. It operates as a registered investment adviser and institutional asset manager, filing regular 13F forms with the SEC. The firm serves a broad client base with a focus on independent financial advisers and their clients. AdvisorNet Financial has a long-standing presence in the region, providing a range of wealth management and investment services.
Investment Strategy
AdvisorNet Financial, Inc provides portfolio management, advisory, and wealth management services primarily for individuals, families, and institutions. The firm utilizes a diversified investment approach, combining both fundamental and quantitative analysis, and offers access to a range of both equity and fixed-income securities as part of its allocation strategy. AdvisorNet emphasizes a client-centric model, supporting independent advisers and focusing on personalized financial planning and asset allocation tailored to each client’s goals.
Top Holdings
Equity Positions (2,148)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES S&P 500 INDEX | 4.88% | $86.3M | 128,909 | $554.91 | $669.30 | +$17.9M |
D DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | 2.33% | $41.3M | 901,536 | $35.59 | $45.76 | +$2.4M |
D DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 2.01% | $35.5M | 1,081,702 | $26.01 | $32.79 | +$2.7M |
J JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 1.95% | $34.5M | 679,593 | $50.48 | $50.73 | +$4.9M |
A AGG | ISHARES AGGREGATE BOND ETF | 1.84% | $32.5M | 323,723 | $99.50 | $100.25 | +$2.2M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
X XLF | FINANCIAL SELECT SECTOR SPDR | Bought | Put | $404.0K | 75 | $53.87 | $52.77 | +20 | +$116.0K |
M META | META PLATFORMS INC CL A | Sold | Call | $293.8K | 4 | $734.38 | $557.63 | -1 | -$75.3K |
S SFM | SPROUTS FMRS MKT INC COM | New | Call | $97.9K | 9 | $108.80 | $108.80 | +9 | +$97.9K |
A ASML | ASML HOLDING N V N Y REGISTRY SHS | — | Call | $96.8K | 1 | $968.09 | $693.08 | 0 | +$17.0K |
N NVDA | NVIDIA CORPORATION COM | — | Call | $93.3K | 5 | $186.58 | $108.38 | 0 | +$14.5K |