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Advisory Services Network, LLC

SEC CIK
0001573876
Latest filing
Aug 12, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 5, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
1,381
−2,301 vs. Q2 2021
Portfolio value
$3.14B
−$25.4M (−0.8%) vs. Q2 2021
Filed
Nov 5, 2021
SEC
Holdings of Advisory Services Network, LLC in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock776,648$109.9M3.5%+92,073+13.4%AddedHistory
AMZNAmazon Com IncStock20,935$68.8M2.2%+1,208+6.1%AddedHistory
Invesco QQQ Trust Series I46090E103ETF159,761$57.2M1.8%+5,288+3.4%Added–
MSFTMicrosoft CorpStock200,726$56.6M1.8%+29,415+17.2%AddedHistory
iShares Core S&P 500 ETF464287200ETF85,378$36.8M1.2%+11,026+14.8%Added–
Fidelity MSCI Information Technology Index ETF316092808ETF303,499$36.0M1.1%+26,289+9.5%Added–
iShares Tr464287150CORE S&P TTL STK303,957$29.9M1.0%+18,107+6.3%Added–
HDHome Depot, Inc.Stock74,465$24.4M0.8%+7,226+10.7%AddedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF161,421$24.1M0.8%−14,260−8.1%Reduced–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF207,927$23.0M0.7%−12,258−5.6%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF97,887$21.7M0.7%+11,061+12.7%Added–
iShares S&P 500 Growth ETF464287309ETF289,047$21.4M0.7%−1,793−0.6%Reduced–
GOOGLAlphabet Inc.Stock7,591$20.3M0.6%+1,036+15.8%AddedHistory
GLDSPDR Gold TrustETF123,015$20.2M0.6%+16,801+15.8%AddedHistory
NVDANVIDIA CorpStock95,288$19.7M0.6%+9,912+11.6%AddedConverted for a 4-for-1 splitHistory
PFEPfizer IncStock419,710$18.1M0.6%+151,179+56.3%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT119,125$17.8M0.6%+540.0%Added–
METAMeta Platforms, Inc.Stock50,057$17.0M0.5%+13,426+36.7%AddedHistory
TSLATesla, Inc.Stock20,822$16.1M0.5%+1,497+7.7%AddedHistory
JPMJPMorgan Chase & CoStock96,390$15.8M0.5%+10,917+12.8%AddedHistory
SPYSPDR S&P 500 ETF TrustETF36,083$15.5M0.5%+5,928+19.7%AddedHistory
DISWalt Disney CoStock88,516$15.0M0.5%−3,811−4.1%ReducedHistory
PYPLPayPal Holdings, Inc.Stock56,384$14.7M0.5%−1,479−2.6%ReducedHistory
BRK.BBerkshire Hathaway IncStock53,361$14.6M0.5%+3,380+6.8%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF131,883$14.4M0.5%−12,317−8.5%Reduced–
MAMastercard IncStock40,695$14.1M0.4%+2,330+6.1%AddedHistory
GOOGAlphabet Inc.Stock5,295$14.1M0.4%+565+11.9%AddedHistory
TGTTarget CorpStock59,578$13.6M0.4%+2,760+4.9%AddedHistory
JNJJohnson & JohnsonStock83,900$13.5M0.4%+11,461+15.8%AddedHistory
PGProcter & Gamble CoStock93,804$13.1M0.4%+11,265+13.6%AddedHistory
VZVerizon Communications IncStock241,853$13.1M0.4%−15,951−6.2%ReducedHistory
Vanguard S&P 500 ETF922908363ETF32,214$12.7M0.4%+183+0.6%Added–
VVisa Inc.Stock56,907$12.7M0.4%+10,771+23.3%AddedHistory
ADBEAdobe Inc.Stock21,929$12.6M0.4%+859+4.1%AddedHistory
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF93,784$12.5M0.4%+4,881+5.5%Added–
WMTWalmart Inc.Stock88,055$12.3M0.4%−3,585−3.9%ReducedHistory
iShares Tr464287770U.S. FIN SVC ETF63,511$12.0M0.4%+5,333+9.2%Added–
XOMExxonMobil Holdings CorpCOM200,401$11.8M0.4%+9,292+4.9%AddedHistory
iShares Tr464288414NATIONAL MUN ETF99,650$11.6M0.4%−1,423−1.4%Reduced–
LOWLowes Companies IncStock56,470$11.5M0.4%+4,113+7.9%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF99,687$11.4M0.4%−27,436−21.6%Reduced–
iShares Tr4642874571 3 YR TREAS BD131,745$11.3M0.4%+19,034+16.9%Added–
State Street Financial Select Sector SPDR ETF81369Y605ETF300,280$11.3M0.4%−132,443−30.6%Reduced–
TAT&T Inc.Stock406,292$11.0M0.3%+19,922+5.2%AddedHistory
iShares Tr464287721U.S. TECH ETF108,033$10.9M0.3%+102,378+1,810.4%Added–
iShares Tr464288687PFD AND INCM SEC280,248$10.9M0.3%+20,773+8.0%Added–
COSTCostco Wholesale CorpStock24,200$10.9M0.3%−2,055−7.8%ReducedHistory
ABBVAbbVie Inc.Stock99,861$10.8M0.3%−1,697−1.7%ReducedHistory
CRMSalesforce, Inc.Stock38,073$10.3M0.3%+8,833+30.2%AddedHistory
iShares U.S. Regional Banks ETF464288778ETF169,697$10.3M0.3%+20,681+13.9%Added–
CSCOCisco Systems, Inc.Stock187,693$10.2M0.3%+18,049+10.6%AddedHistory
CVXChevron CorpStock99,597$10.1M0.3%+18,364+22.6%AddedHistory
AMDAdvanced Micro Devices IncStock96,887$9.97M0.3%+37,650+63.6%AddedHistory
iShares Tr46435G425ESG AWR MSCI USA101,025$9.95M0.3%+14,203+16.4%Added–
SHOPShopify Inc.Stock7,306$9.90M0.3%−499−6.4%ReducedHistory
iShares Tr464288752US HOME CONS ETF149,039$9.86M0.3%+16,400+12.4%Added–
First Trust Nasdaq-100 Technology Sector Index Fund337345102ETF61,764$9.75M0.3%+1,733+2.9%Added–
First Tr Exchange-Traded FD33734X176TECH ALPHADEX79,207$9.73M0.3%−1,720−2.1%Reduced–
ABTAbbott LaboratoriesStock82,342$9.73M0.3%+12,782+18.4%AddedHistory
iShares Tr464287580US CONSUM DISCRE124,289$9.61M0.3%+13,400+12.1%Added–
iShares Tr464288794US BR DEL SE ETF89,574$9.35M0.3%+10,993+14.0%Added–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF116,583$9.34M0.3%+19,213+19.7%Added–
iShares Semiconductor ETF464287523ETF20,695$9.23M0.3%+5,485+36.1%Added–
NEENextera Energy IncStock116,889$9.18M0.3%+12,417+11.9%AddedHistory
AVGOBroadcom Inc.Stock18,455$8.95M0.3%+2,006+12.2%AddedHistory
IBMInternational Business Machines CorpStock64,149$8.91M0.3%+16,024+33.3%AddedHistory
First Tr Exchange-Traded FD33734X150INDLS PROD DUR154,708$8.87M0.3%+3,616+2.4%Added–
LRCXLam Research CorpCOM15,488$8.81M0.3%+770+5.2%AddedHistory
MCDMcDonalds CorpStock36,445$8.79M0.3%+3,605+11.0%AddedHistory
LMTLockheed Martin CorpStock25,279$8.72M0.3%+2,635+11.6%AddedHistory
DOCUDocuSign, Inc.Stock32,966$8.49M0.3%+2,846+9.4%AddedHistory
MRKMerck & Co., Inc.Stock112,009$8.41M0.3%+10,479+10.3%AddedHistory
SOSouthern CoStock135,514$8.40M0.3%+34,560+34.2%AddedHistory
CVSCVS Health CorpStock98,766$8.38M0.3%+8,411+9.3%AddedHistory
LLYEli Lilly & CoStock36,133$8.35M0.3%+1,972+5.8%AddedHistory
SLViShares Silver TrustETF406,762$8.35M0.3%+122,512+43.1%AddedHistory
KOCoca Cola CoStock158,230$8.30M0.3%+8,033+5.3%AddedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF162,733$8.25M0.3%−14,989−8.4%Reduced–
GSGoldman Sachs Group IncStock21,786$8.23M0.3%+7,569+53.2%AddedHistory
XYZBlock, Inc.CL A33,862$8.12M0.3%+3,183+10.4%AddedHistory
AMGNAmgen IncStock37,621$8.00M0.3%+4,814+14.7%AddedHistory
APPSDigital Turbine, Inc.COM NEW115,596$7.95M0.3%−694−0.6%ReducedHistory
iShares Tr464288570ESG MSCI KLD ETF94,860$7.89M0.3%−3,529−3.6%Reduced–
iShares Tr464288885EAFE GRWTH ETF73,000$7.77M0.2%+10,087+16.0%Added–
iShares Inc46434G863ESG AWR MSCI EM186,539$7.73M0.2%−23,418−11.2%Reduced–
ISRGIntuitive Surgical IncCOM NEW7,729$7.68M0.2%+301+4.1%AddedHistory
iShares Russell 2000 ETF464287655ETF35,093$7.68M0.2%−1,554−4.2%Reduced–
COPConocoPhillipsStock113,087$7.66M0.2%+5,942+5.5%AddedHistory
BACBank of America CorpStock179,740$7.63M0.2%+24,356+15.7%AddedHistory
iShares Select Dividend ETF464287168ETF66,476$7.63M0.2%−2,631−3.8%Reduced–
PEPPepsiCo IncStock50,186$7.55M0.2%−1,766−3.4%ReducedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF77,104$7.54M0.2%−420−0.5%Reduced–
iShares Tr464288877EAFE VALUE ETF146,527$7.45M0.2%+1,828+1.3%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF31,152$7.38M0.2%+21,196+212.9%Added–
INTCIntel CorpStock137,138$7.31M0.2%+6,090+4.6%AddedHistory
BABoeing CoStock31,952$7.03M0.2%−2,761−8.0%ReducedHistory
First Tr Exchange-Traded FD33734X101CONSUMR DISCRE118,298$6.99M0.2%+5,492+4.9%Added–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT136,342$6.89M0.2%+5,009+3.8%Added–
RTXRTX CorpStock79,801$6.86M0.2%+7,159+9.9%AddedHistory
iShares Russell Top 200 Growth ETF464289438ETF44,867$6.85M0.2%−2,122−4.5%Reduced–

Sold out since Q2 2021 (2,337)

Positions held at the end of Q2 2021 that are gone from this filing.

The largest 100 of 2,337 by value last quarter.

Positions of Advisory Services Network, LLC sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
iShares Tr464288851US OIL GS EX ETF184,041$10.5M0.3%–
AHTAshford Hospitality Trust IncCOM SHS879,023$4.01M0.1%History
SFMSprouts Farmers Market, Inc.COM64,127$1.59M0.1%History
iShares Inc464286665MSCI PAC JP ETF28,835$1.49M<0.1%–
Vanguard Consumer Discretionary ETF92204A108ETF4,740$1.49M<0.1%–
VanEck Morningstar Wide Moat ETF92189F643ETF18,268$1.35M<0.1%–
BBNBlackRock Taxable Municipal Bond TrustSHS42,264$1.09M<0.1%History
Schwab U.S. REIT ETF808524847ETF21,917$1.00M<0.1%–
Schwab US Aggregate Bond ETF808524839ETF18,177$992.0K<0.1%–
Innovator ETFs Trust45782C508US EQTY PWR BUF29,106$944.0K<0.1%–
WORKSlack Technologies, Inc.COM CL A21,198$939.0K<0.1%History
iShares Tr46435G334MSCI UK ETF NEW26,505$867.0K<0.1%–
iShares Inc46434G830MSCI ITALY ETF25,809$836.0K<0.1%–
IVZInvesco Ltd.Stock31,065$830.0K<0.1%History
COWNCowen Inc.CL A NEW20,179$828.0K<0.1%History
Barclays Bank PLC06746P555ETN LKD 4836,072$776.0K<0.1%–
RRRRed Rock Resorts, Inc.CL A17,565$747.0K<0.1%History
OZKBank OZKCOM17,264$728.0K<0.1%History
Fidelity Covington Trust316092782VLU FACTOR ETF14,888$715.0K<0.1%–
EVREvercore Inc.CLASS A5,025$708.0K<0.1%History
WisdomTree Tr97717Y683ENHNCD CMMDTY ST31,879$706.0K<0.1%–
KBHKB HomeCOM17,356$706.0K<0.1%History
iShares Inc464286392MSCI WORLD ETF5,443$689.0K<0.1%–
Janus Detroit STR Tr47103U209HENDERSN SML ETF10,161$687.0K<0.1%–
iShares Tr464287184CHINA LG-CAP ETF14,298$662.0K<0.1%–
ESEEsco Technologies IncCOM6,925$650.0K<0.1%History
ASBAssociated Banc-CorpCOM31,349$642.0K<0.1%History
UHTUniversal Health Realty Income TrustSH BEN INT9,932$611.0K<0.1%History
CASYCaseys General Stores IncCOM3,118$607.0K<0.1%History
AUDCAudiocodes LtdORD18,247$604.0K<0.1%History
MTHMeritage Homes CORPCOM6,400$602.0K<0.1%History
AMWDAmerican Woodmark CorpCOM7,303$597.0K<0.1%History
PCHPotlatchdeltic CorpCOM11,130$591.0K<0.1%History
QDELQuidelOrtho CorpCOM4,606$590.0K<0.1%History
AVIDAvid Technology, Inc.COM15,046$589.0K<0.1%History
WisdomTree Tr97717W505US MIDCAP DIVID13,901$583.0K<0.1%–
WBDWarner Bros. Discovery, Inc.COM SER A18,688$573.0K<0.1%History
State Street SPDR NYSE Technology ETF78464A102ETF3,400$541.0K<0.1%–
WSMWilliams Sonoma IncCOM3,341$533.0K<0.1%History
MXIMMaxim Integrated Products IncCOM4,981$525.0K<0.1%History
CSWCCapital Southwest CorpCOM22,465$522.0K<0.1%History
ATRCAtriCure, Inc.COM6,575$522.0K<0.1%History
ETF Ser Solutions26922A701ROUNDHILL ACQUI14,626$509.0K<0.1%–
Barclays Bank PLC06742A669IPATH SHILR CAPE23,930$502.0K<0.1%–
TXTTextron IncCOM7,182$494.0K<0.1%History
CNHCNH Industrial N.V.SHS29,173$488.0K<0.1%History
BRSLBrightstar Lottery PLCSHS USD19,603$470.0K<0.1%History
State Street SPDR S&P Biotech ETF78464A870ETF3,450$467.0K<0.1%–
Exchange Traded Concepts Tru301505889EMQQ EME MAR ETF7,059$447.0K<0.1%–
ZGZillow Group, Inc.CL A3,277$402.0K<0.1%History
OXYOccidental Petroleum CorpStock12,691$397.0K<0.1%History
GDVGabelli Dividend & Income TrustCOM15,058$396.0K<0.1%History
ProShares Tr74347X831ULTRAPRO QQQ3,024$370.0K<0.1%–
RNLXYRenalytix plcADS11,936$368.0K<0.1%History
HOGHarley-Davidson, Inc.COM8,020$367.0K<0.1%History
PCARPaccar IncCOM4,011$358.0K<0.1%History
EFXEquifax IncCOM1,455$349.0K<0.1%History
MKTXMarketaxess Holdings IncCOM754$349.0K<0.1%History
DBBInvesco DB Base Metals FundBASE METALS FD17,045$345.0K<0.1%History
AMEDAmedisys IncCOM1,323$324.0K<0.1%History
RETAReata Pharmaceuticals IncCL A2,188$310.0K<0.1%History
CERECerevel Therapeutics Holdings, Inc.COM12,058$309.0K<0.1%History
iShares Tr464288703MRNING SM CP ETF5,239$308.0K<0.1%–
Direxion Shs ETF Tr25459W102DLY TECH BULL 3X5,302$295.0K<0.1%–
First Tr Exchange-Traded Alp33737M409SML CAP VAL ALPH5,688$290.0K<0.1%–
SSYSStratasys Ltd.SHS10,955$283.0K<0.1%History
First Trust Financials Alphadex Fund33734X135ETF6,425$281.0K<0.1%–
EXPEExpedia Group, Inc.Stock1,709$280.0K<0.1%History
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL3,530$272.0K<0.1%–
MNDTMandiant, Inc.COM13,390$271.0K<0.1%History
Vanguard Materials ETF92204A801ETF1,465$265.0K<0.1%–
WEXWEX Inc.COM1,362$264.0K<0.1%History
FMCFMC CorpCOM NEW2,432$264.0K<0.1%History
VanEck ETF Trust92189F502LOW CARBN ENERGY1,550$250.0K<0.1%–
LSTRLandstar System IncCOM1,541$245.0K<0.1%History
LOGILogitech International S.A.SHS2,019$244.0K<0.1%History
UALUnited Airlines Holdings, Inc.COM4,674$244.0K<0.1%History
BIDUBaidu, Inc.ADR1,185$242.0K<0.1%History
HHyatt Hotels CorpCOM CL A3,123$242.0K<0.1%History
EVRIEveri Holdings Inc.COM9,666$241.0K<0.1%History
HCSGHealthcare Services Group IncCOM7,584$239.0K<0.1%History
CRTOCriteo S.A.SPONS ADS5,265$238.0K<0.1%History
AALAmerican Airlines Group Inc.Stock11,031$234.0K<0.1%History
HQYHealthequity, Inc.COM2,901$233.0K<0.1%History
CPNGCoupang, Inc.CL A5,522$231.0K<0.1%History
KTOSKratos Defense & Security Solutions, Inc.COM NEW8,088$230.0K<0.1%History
Invesco Exch TRD SLF Idx FD46138J866BULSHS 2023 CB10,549$229.0K<0.1%–
Safehold Inc.45031U101COM11,000$228.0K<0.1%–
SGRYSurgery Partners, Inc.Stock3,407$227.0K<0.1%History
Innovator ETFs Trust45782C573US EQTY PWR BUF7,429$225.0K<0.1%–
Schwab International Equity ETF808524805ETF5,684$224.0K<0.1%–
CRNCCerence Inc.COM2,076$221.0K<0.1%History
iShares Tr464288562RESIDENTIAL MULT2,632$219.0K<0.1%–
AUAngloGold Ashanti PLCSPONSORED ADR11,778$219.0K<0.1%History
FLSFlowserve CorpCOM5,400$218.0K<0.1%History
CNPCenterpoint Energy IncCOM8,770$215.0K<0.1%History
NWSANews CorpCL A8,282$214.0K<0.1%History
REALTheRealReal, Inc.COM10,835$214.0K<0.1%History
HCCIHeritage-Crystal Clean, Inc.COM7,138$212.0K<0.1%History
STRLSterling Infrastructure, Inc.COM8,700$210.0K<0.1%History