Skip to main content

Advisory Services Network, LLC

SEC CIK
0001573876
Latest filing
Aug 12, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
1,355
−17 vs. Q2 2022
Portfolio value
$2.83B
−$90.9M (−3.1%) vs. Q2 2022
Filed
Nov 14, 2022
SEC
Holdings of Advisory Services Network, LLC in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock730,656$101.0M3.6%+3,333+0.5%AddedHistory
iShares Core S&P 500 ETF464287200ETF142,199$51.0M1.8%+19,159+15.6%Added–
MSFTMicrosoft CorpStock212,787$49.6M1.7%−500.0%ReducedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF531,027$48.6M1.7%+174,137+48.8%Added–
AMZNAmazon Com IncStock390,024$44.1M1.6%+1550.0%AddedHistory
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF367,550$40.4M1.4%+152,331+70.8%Added–
ProShares Tr74347B714SHORT QQQ NEW1,714,494$25.6M0.9%+354,326+26.1%Added–
SPYSPDR S&P 500 ETF TrustETF69,211$24.7M0.9%+15,542+29.0%AddedHistory
Invesco QQQ Trust Series I46090E103ETF91,175$24.4M0.9%+2,154+2.4%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF116,859$21.0M0.7%+4,982+4.5%Added–
XOMExxonMobil Holdings CorpCOM234,936$20.5M0.7%−40,765−14.8%ReducedHistory
GOOGLAlphabet Inc.Stock197,617$18.9M0.7%+10,497+5.6%AddedConverted for a 20-for-1 splitHistory
CVXChevron CorpStock129,974$18.7M0.7%+1,979+1.5%AddedHistory
JNJJohnson & JohnsonStock112,231$18.3M0.6%+3,098+2.8%AddedHistory
TSLATesla, Inc.Stock68,092$18.1M0.6%−809−1.2%ReducedConverted for a 3-for-1 splitHistory
ABBVAbbVie Inc.Stock133,102$17.9M0.6%+2,338+1.8%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF182,068$17.5M0.6%+33,217+22.3%Added–
iShares Tr46428743220 YR TR BD ETF170,899$17.5M0.6%+87,247+104.3%Added–
ProShares Tr74347B425SHORT S&P 500 NE1,004,099$17.4M0.6%+853,162+565.2%Added–
iShares Core S&P Small Cap ETF464287804ETF184,423$16.1M0.6%+16,437+9.8%Added–
HDHome Depot, Inc.Stock56,968$15.7M0.6%−336−0.6%ReducedHistory
PFEPfizer IncStock347,795$15.2M0.5%−7,063−2.0%ReducedHistory
iShares Tr464287150CORE S&P TTL STK181,847$14.5M0.5%−16,121−8.1%Reduced–
State Street Technology Select Sector SPDR ETF81369Y803ETF121,766$14.5M0.5%−10,888−8.2%Reduced–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT113,125$14.4M0.5%−9,474−7.7%Reduced–
PGProcter & Gamble CoStock112,723$14.2M0.5%+3,970+3.7%AddedHistory
LLYEli Lilly & CoStock43,960$14.2M0.5%+1,236+2.9%AddedHistory
GLDSPDR Gold TrustETF89,320$13.8M0.5%−48,545−35.2%ReducedHistory
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL234,418$13.6M0.5%+61,276+35.4%Added–
GOOGAlphabet Inc.Stock137,683$13.2M0.5%−3,757−2.7%ReducedConverted for a 20-for-1 splitHistory
iShares Select Dividend ETF464287168ETF123,384$13.2M0.5%−14,563−10.6%Reduced–
iShares Tr464287796U.S. ENERGY ETF328,031$12.9M0.5%−30,789−8.6%Reduced–
iShares Tr4642874571 3 YR TREAS BD153,992$12.5M0.4%−9,832−6.0%Reduced–
MAMastercard IncStock42,878$12.2M0.4%+390+0.9%AddedHistory
VZVerizon Communications IncStock313,774$11.9M0.4%−6,998−2.2%ReducedHistory
BRK.BBerkshire Hathaway IncStock44,351$11.8M0.4%−689−1.5%ReducedHistory
COSTCostco Wholesale CorpStock24,504$11.6M0.4%+632+2.6%AddedHistory
VVisa Inc.Stock63,912$11.4M0.4%−2,049−3.1%ReducedHistory
iShares Tr464288851US OIL GS EX ETF134,413$11.2M0.4%−1,899−1.4%Reduced–
MRKMerck & Co., Inc.Stock125,832$10.8M0.4%+3,228+2.6%AddedHistory
NVDANVIDIA CorpStock88,959$10.8M0.4%−14,195−13.8%ReducedHistory
Vanguard Malvern FDS922020805STRM INFPROIDX223,481$10.8M0.4%−16,066−6.7%Reduced–
METAMeta Platforms, Inc.Stock78,597$10.7M0.4%−5,963−7.1%ReducedHistory
JPMJPMorgan Chase & CoStock100,693$10.5M0.4%+402+0.4%AddedHistory
COPConocoPhillipsStock102,384$10.5M0.4%−2,066−2.0%ReducedHistory
LMTLockheed Martin CorpStock27,073$10.5M0.4%+1,208+4.7%AddedHistory
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF101,955$10.4M0.4%+10,244+11.2%Added–
Vanguard S&P 500 ETF922908363ETF31,719$10.4M0.4%−6,933−17.9%Reduced–
NEENextera Energy IncStock132,229$10.4M0.4%+1,739+1.3%AddedHistory
MCDMcDonalds CorpStock44,853$10.3M0.4%+2,077+4.9%AddedHistory
IBMInternational Business Machines CorpStock86,906$10.3M0.4%+6,741+8.4%AddedHistory
iShares Tr46435G425ESG AWR MSCI USA129,339$10.3M0.4%+21,407+19.8%Added–
ABTAbbott LaboratoriesStock105,989$10.3M0.4%−2,782−2.6%ReducedHistory
WMTWalmart Inc.Stock79,065$10.3M0.4%−520−0.7%ReducedHistory
First Tr Exchange Traded FD33738R845NASDQ OIL GAS416,334$10.2M0.4%−109,872−20.9%Reduced–
CVSCVS Health CorpStock104,859$10.0M0.4%−260−0.2%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF45,595$10.0M0.4%+4,833+11.9%Added–
LOWLowes Companies IncStock53,175$9.99M0.4%+267+0.5%AddedHistory
SOSouthern CoStock145,755$9.91M0.3%−28,598−16.4%ReducedHistory
PEPPepsiCo IncStock60,430$9.87M0.3%+3,496+6.1%AddedHistory
First Tr Exchange-Traded FD33734H106SHS264,333$9.46M0.3%−252−0.1%Reduced–
KOCoca Cola CoStock166,965$9.35M0.3%+4,455+2.7%AddedHistory
UNHUnitedHealth Group IncStock18,438$9.31M0.3%+1,522+9.0%AddedHistory
Simplify Exchange Traded Fun82889N855SIMPLIFY INTERST131,391$8.96M0.3%−4,764−3.5%Reduced–
Direxion Shares ETF Trust25460E869DAILY 500 1X ETF492,467$8.80M0.3%+492,467New–
iShares Tr464288414NATIONAL MUN ETF85,686$8.79M0.3%−13,441−13.6%Reduced–
First Tr Exchange-Traded FD33738R852NASDQ FOD BVRG351,054$8.72M0.3%+58,188+19.9%Added–
CSCOCisco Systems, Inc.Stock217,467$8.70M0.3%+4,936+2.3%AddedHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM169,274$8.67M0.3%+150,999+826.3%Added–
First Tr Exchange-Traded FD33734X150INDLS PROD DUR188,525$8.66M0.3%+10,465+5.9%Added–
iShares Tr464287812US CONSM STAPLES47,246$8.50M0.3%−190−0.4%Reduced–
TGTTarget CorpStock57,158$8.48M0.3%−428−0.7%ReducedHistory
First Tr Exchange-Traded FD33734X127ENERGY ALPHADX528,426$8.25M0.3%−103,292−16.4%Reduced–
iShares Tips Bond ETF464287176ETF77,617$8.14M0.3%+17,271+28.6%Added–
iShares Tr464288794US BR DEL SE ETF95,293$8.14M0.3%−757−0.8%Reduced–
MOAltria Group, Inc.Stock197,530$7.98M0.3%+20,857+11.8%AddedHistory
BMYBristol Myers Squibb CoStock110,809$7.88M0.3%−20,688−15.7%ReducedHistory
iShares Tr464288786U.S. INSRNCE ETF99,342$7.86M0.3%+504+0.5%Added–
First Tr Exchange-Traded FD33734X168MATERIALS ALPH151,426$7.85M0.3%+39,517+35.3%Added–
Fidelity MSCI Information Technology Index ETF316092808ETF86,202$7.84M0.3%−1,362−1.6%Reduced–
RTXRTX CorpStock94,052$7.70M0.3%+3,356+3.7%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF35,034$7.50M0.3%+7,862+28.9%Added–
iShares Tr464287838U.S. BAS MTL ETF66,047$7.14M0.3%+294+0.4%Added–
AZOAutoZone IncCOM3,302$7.07M0.2%+16+0.5%AddedHistory
Vanguard Information Technology ETF92204A702ETF22,566$6.94M0.2%+9,652+74.7%Added–
DBCInvesco DB Commodity Index Tracking FundUNIT288,123$6.89M0.2%−27,061−8.6%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF184,739$6.72M0.2%+64,478+53.6%Added–
Vanguard High Dividend Yield Index ETF921946406ETF70,159$6.66M0.2%+12,948+22.6%Added–
iShares Core Dividend Growth ETF46434V621ETF148,019$6.58M0.2%−35,520−19.4%Reduced–
iShares Tr464288687PFD AND INCM SEC205,316$6.50M0.2%−8,708−4.1%Reduced–
iShares Tr464288158SHRT NAT MUN ETF63,188$6.49M0.2%+3,388+5.7%Added–
JPMorgan Ultra-Short Income ETF46641Q837ETF129,007$6.47M0.2%+65,831+104.2%Added–
State Street Financial Select Sector SPDR ETF81369Y605ETF212,181$6.44M0.2%−43,213−16.9%Reduced–
PMPhilip Morris International Inc.Stock77,576$6.44M0.2%−2,555−3.2%ReducedHistory
AMGNAmgen IncStock28,425$6.41M0.2%+674+2.4%AddedHistory
Schwab US Dividend Equity ETF808524797ETF96,230$6.39M0.2%−7,367−7.1%Reduced–
Vanguard Morningstar Mid-Cap ETF922908629ETF33,963$6.38M0.2%−1,960−5.5%Reduced–
iShares Tr464288570ESG MSCI KLD ETF95,123$6.37M0.2%−18,948−16.6%Reduced–
GILDGilead Sciences, Inc.Stock102,469$6.32M0.2%+9,431+10.1%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF86,847$6.25M0.2%−27,193−23.8%Reduced–

Sold out since Q2 2022 (128)

Positions held at the end of Q2 2022 that are gone from this filing.

The largest 100 of 128 by value last quarter.

Positions of Advisory Services Network, LLC sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
iShares U S ETF Tr46431W507SHOR DURA BD ETF79,769$3.93M0.1%–
DBOInvesco DB Oil FundOIL FD162,718$2.97M0.1%History
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL30,597$1.55M0.1%–
TEAMAtlassian CorpCL A8,039$1.51M0.1%History
EXPEagle Materials IncCOM11,500$1.26M<0.1%History
Pacific Global ETF Tr69434K403GLOBAL SR LN ETF26,902$1.20M<0.1%–
VRTVVeritiv CorpCOM7,894$857.0K<0.1%History
MASIMasimo CorpCOM6,500$849.0K<0.1%History
PIMCO ETF Tr72201R2051-5 US TIP IDX15,446$808.0K<0.1%–
SWKStanley Black & Decker, Inc.COM7,282$764.0K<0.1%History
PIMCO ETF Tr72201R817INV GRD CRP BD7,118$686.0K<0.1%–
OLLIOllie's Bargain Outlet Holdings, Inc.Stock11,318$666.0K<0.1%History
Manager Directed Portfolios56170L828IM DBI MNGD FU19,897$645.0K<0.1%–
Kraneshares Tr500767736QUADRTC INT RT24,791$628.0K<0.1%–
LPXLouisiana-Pacific CorpCOM11,731$615.0K<0.1%History
CHWYChewy, Inc.CL A17,636$612.0K<0.1%History
Advisorshares Ranger Equity Bear ETF00768Y883CEF19,093$612.0K<0.1%–
ProShares Tr74347G796MSCI TRANFRMTNAL18,713$597.0K<0.1%–
GDRXGoodRx Holdings, Inc.COM CL A99,827$591.0K<0.1%History
Barclays Bank PLC06740P221IPTH CRUDE OIL16,976$582.0K<0.1%–
Vanguard World FD921910840MEGA CAP VAL ETF5,822$560.0K<0.1%–
BALLBALL CorpCOM7,870$541.0K<0.1%History
Two Harbors Investment Corp.90187B408COM NEW108,013$538.0K<0.1%–
NCLHNorwegian Cruise Line Holdings Ltd.SHS45,728$508.0K<0.1%History
iShares Inc46434G764MSCI EMRG CHN9,932$475.0K<0.1%–
ATHMAutohome Inc.SP ADS RP CL A12,075$475.0K<0.1%History
RHRHCOM2,190$465.0K<0.1%History
STORStore Capital LLCCOM17,656$461.0K<0.1%History
DCTDuck Creek Technologies, Inc.SHS30,297$450.0K<0.1%History
AAONAaon, Inc.COM PAR $0.0048,137$445.0K<0.1%History
Nushares ETF Tr67092P854ESG HI TLD CRP21,775$444.0K<0.1%–
TOSTToast, Inc.Stock34,262$443.0K<0.1%History
TERTeradyne, IncStock4,902$439.0K<0.1%History
TRUTransUnionCOM5,362$429.0K<0.1%History
IBKRInteractive Brokers Group, Inc.Stock7,708$424.0K<0.1%History
BLBlackline, Inc.COM6,146$409.0K<0.1%History
ALKAlaska Air Group, Inc.COM10,099$404.0K<0.1%History
MATXMatson, Inc.COM5,535$403.0K<0.1%History
SPLKSplunk IncCOM4,486$397.0K<0.1%History
NXHNeighborhood Intelligence, Inc.COM15,649$391.0K<0.1%History
First Tr Exchange Trad FD VI33740Y101ALT ABSLT STRG11,442$382.0K<0.1%–
Schwab International Equity ETF808524805ETF12,071$380.0K<0.1%–
Fidelity Covington Trust316092832DIVID ETF RISI9,810$379.0K<0.1%–
DAYDayforce, Inc.COM8,041$379.0K<0.1%History
GAPGap IncCOM45,740$377.0K<0.1%History
CHEFChefs' Warehouse, Inc.COM9,646$375.0K<0.1%History
NLSNNielsen Holdings plcSHS EUR16,100$374.0K<0.1%History
WYNNWynn Resorts LtdCOM6,519$372.0K<0.1%History
EEni SpASPONSORED ADR15,574$371.0K<0.1%History
CDKCDK Global, Inc.COM6,541$358.0K<0.1%History
AGCOAGCO CorpCOM3,564$352.0K<0.1%History
INSPInspire Medical Systems, Inc.COM1,911$349.0K<0.1%History
HEI.AHeico CorpCL A3,283$346.0K<0.1%History
iShares Inc46434G855MSCI GBL GOLD MN15,810$344.0K<0.1%–
GOGrocery Outlet Holding Corp.COM7,987$341.0K<0.1%History
TRVGtrivago N.V.SPON ADS A SHS228,752$341.0K<0.1%History
WDCWestern Digital CorpCOM7,400$331.0K<0.1%History
ProShares Tr74347X849SHRT 20+YR TRE16,195$324.0K<0.1%–
Schwab Intermediate-Term US Treasury ETF808524854ETF6,255$323.0K<0.1%–
IDTIdt CorpCL B NEW12,535$315.0K<0.1%History
AVLRAvalara, Inc.COM4,426$312.0K<0.1%History
iShares Tr46435U861CORE DIVID ETF8,435$306.0K<0.1%–
CUBECubeSmartREIT6,991$299.0K<0.1%History
ProShares Tr74348A814INFLATN EXPECTNS9,535$294.0K<0.1%–
AKAMAkamai Technologies IncCOM3,165$289.0K<0.1%History
AZPNAspen Technology, Inc.COM1,561$287.0K<0.1%History
UCTTUltra Clean Holdings, Inc.COM9,480$282.0K<0.1%History
ECCEagle Point Credit CoCOM23,239$274.0K<0.1%History
SPSCSPS Commerce IncCOM2,411$273.0K<0.1%History
SPDR Index Shs FDS78463X202ST STR EU 50 ETF7,666$267.0K<0.1%–
VYXNCR Voyix CorpCOM8,484$264.0K<0.1%History
iShares Tr46436E601ESG MSCI EM LDRS5,562$264.0K<0.1%–
FUBOFuboTV Inc.COM106,553$263.0K<0.1%History
GHCGraham Holdings CoCOM CL B463$262.0K<0.1%History
GNTXGentex CorpCOM9,235$258.0K<0.1%History
Alps ETF Tr00162Q387OSHARES US QUALT6,354$256.0K<0.1%–
BKRBaker Hughes CoCL A8,711$251.0K<0.1%History
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF1,697$251.0K<0.1%–
ENTGEntegris IncCOM2,694$248.0K<0.1%History
TTWOTake Two Interactive Software IncCOM2,020$246.0K<0.1%History
First Tr Exch Traded FD III33739P855INSTL PFD SECS13,759$244.0K<0.1%–
Cambria ETF Tr132061888VALUE MOMENTUM9,505$244.0K<0.1%–
Schwab International Small-Cap Equity ETF808524888ETF7,472$233.0K<0.1%–
Advisors Inner Circle FD III00775Y736ADVOCATE RISING8,290$233.0K<0.1%–
AXTAAxalta Coating Systems Ltd.COM10,522$232.0K<0.1%History
Vanguard Consumer Discretionary ETF92204A108ETF1,016$231.0K<0.1%–
BXPBXP, Inc.COM2,595$231.0K<0.1%History
NETCloudflare, Inc.CL A COM5,241$229.0K<0.1%History
XIFRXPLR Infrastructure, LPCOM UNIT PART IN3,063$227.0K<0.1%History
PPCPilgrims Pride CorpStock7,229$226.0K<0.1%History
MKTXMarketaxess Holdings IncCOM873$223.0K<0.1%History
VTRVentas, Inc.REIT4,323$222.0K<0.1%History
PIMCO ETF Tr72201R88225YR+ ZERO U S2,017$219.0K<0.1%–
First Tr Exchange-Traded Alp33735J101COM SHS3,431$213.0K<0.1%–
Fidelity Merrimack STR Tr316188200LTD TRM BD ETF4,369$212.0K<0.1%–
State Street SPDR S&P Software & Services ETF78464A599ETF1,879$208.0K<0.1%–
iShares Tr464289420RUS TP200 VL ETF3,359$208.0K<0.1%–
CGCarlyle Group Inc.COM6,553$208.0K<0.1%History
AALAmerican Airlines Group Inc.Stock16,032$203.0K<0.1%History
WINGWingstop Inc.COM2,715$203.0K<0.1%History