Skip to main content

Advisory Services Network, LLC

SEC CIK
0001573876
Latest filing
Aug 12, 2026

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed May 17, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
3,998
−11 vs. Q4 2022
Portfolio value
$3.61B
+$347.2M (+10.6%) vs. Q4 2022
Filed
May 17, 2023
SEC
Holdings of Advisory Services Network, LLC in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock853,247$140.7M3.9%+98,638+13.1%AddedHistory
iShares Core S&P 500 ETF464287200ETF164,292$67.5M1.9%+18,129+12.4%Added–
MSFTMicrosoft CorpStock231,224$66.7M1.8%+11,721+5.3%AddedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF635,969$58.4M1.6%+36,366+6.1%Added–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF517,580$57.2M1.6%+64,871+14.3%Added–
AMZNAmazon Com IncStock441,746$45.6M1.3%+34,765+8.5%AddedHistory
Invesco QQQ Trust Series I46090E103ETF114,580$36.8M1.0%+3,273+2.9%Added–
SPYSPDR S&P 500 ETF TrustETF68,390$28.0M0.8%−10,600−13.4%ReducedHistory
XOMExxonMobil Holdings CorpCOM253,744$27.8M0.8%−4,569−1.8%ReducedHistory
iShares Tr4642874571 3 YR TREAS BD331,696$27.3M0.8%+53,916+19.4%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF124,966$25.5M0.7%+7,530+6.4%Added–
NVDANVIDIA CorpStock89,008$24.7M0.7%−1,350−1.5%ReducedHistory
GOOGLAlphabet Inc.Stock218,772$22.7M0.6%+9,894+4.7%AddedHistory
CVXChevron CorpStock132,237$21.6M0.6%−5,596−4.1%ReducedHistory
ABBVAbbVie Inc.Stock135,218$21.5M0.6%+7,065+5.5%AddedHistory
Vanguard S&P 500 ETF922908363ETF53,204$20.0M0.6%+20,317+61.8%Added–
Vanguard Morningstar Growth ETF922908736ETF79,548$19.8M0.5%+36,053+82.9%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF129,052$19.5M0.5%−3,312−2.5%Reduced–
HDHome Depot, Inc.Stock65,281$19.3M0.5%+2,199+3.5%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT132,282$19.1M0.5%−2,737−2.0%Reduced–
JNJJohnson & JohnsonStock120,535$18.7M0.5%+7,234+6.4%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF183,866$18.3M0.5%+7,417+4.2%Added–
TSLATesla, Inc.Stock86,145$17.9M0.5%+5,431+6.7%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF181,759$17.6M0.5%−11,366−5.9%Reduced–
MAMastercard IncStock48,222$17.5M0.5%−654−1.3%ReducedHistory
PGProcter & Gamble CoStock116,422$17.3M0.5%−140−0.1%ReducedHistory
METAMeta Platforms, Inc.Stock78,180$16.6M0.5%+146+0.2%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF107,101$16.5M0.5%+54,056+101.9%Added–
LLYEli Lilly & CoStock48,012$16.5M0.5%+1,972+4.3%AddedHistory
GOOGAlphabet Inc.Stock157,267$16.4M0.5%+21,510+15.8%AddedHistory
Vanguard High Dividend Yield Index ETF921946406ETF150,440$15.9M0.4%+60,580+67.4%Added–
VVisa Inc.Stock69,544$15.7M0.4%−1,224−1.7%ReducedHistory
JPMJPMorgan Chase & CoStock114,266$14.9M0.4%−2,611−2.2%ReducedHistory
MRKMerck & Co., Inc.Stock138,979$14.8M0.4%+4,385+3.3%AddedHistory
LMTLockheed Martin CorpStock30,564$14.4M0.4%+2,174+7.7%AddedHistory
iShares Tr464287150CORE S&P TTL STK159,417$14.4M0.4%−19,029−10.7%Reduced–
iShares Tr464288414NATIONAL MUN ETF128,829$13.9M0.4%+41,781+48.0%Added–
Vanguard Morningstar Value ETF922908744ETF99,797$13.8M0.4%+28,134+39.3%Added–
VZVerizon Communications IncStock346,884$13.5M0.4%+17,431+5.3%AddedHistory
PFEPfizer IncStock330,182$13.5M0.4%−6,975−2.1%ReducedHistory
CSCOCisco Systems, Inc.Stock257,004$13.4M0.4%+8,522+3.4%AddedHistory
Fidelity MSCI Information Technology Index ETF316092808ETF116,338$13.3M0.4%+27,585+31.1%Added–
BRK.BBerkshire Hathaway IncStock42,848$13.2M0.4%−728−1.7%ReducedHistory
iShares Tr464287796U.S. ENERGY ETF301,868$13.2M0.4%−20,329−6.3%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF52,123$13.0M0.4%+1,003+2.0%Added–
Vanguard Information Technology ETF92204A702ETF33,813$13.0M0.4%+11,264+50.0%Added–
First Tr Exchange Traded FD33738R811NASDQ SEMCNDTR193,993$12.6M0.3%+186,865+2,621.6%Added–
MCDMcDonalds CorpStock44,545$12.5M0.3%+801+1.8%AddedHistory
COSTCostco Wholesale CorpStock24,454$12.2M0.3%−375−1.5%ReducedHistory
First Tr Exchange-Traded FD33734X150INDLS PROD DUR215,706$12.0M0.3%+19,173+9.8%Added–
IBMInternational Business Machines CorpStock91,260$12.0M0.3%+3,353+3.8%AddedHistory
WMTWalmart Inc.Stock80,268$11.8M0.3%+1,218+1.5%AddedHistory
PEPPepsiCo IncStock63,758$11.6M0.3%+1,690+2.7%AddedHistory
First Tr Exchange-Traded FD33734X168MATERIALS ALPH175,979$11.5M0.3%+18,451+11.7%Added–
iShares Select Dividend ETF464287168ETF97,306$11.4M0.3%−10,248−9.5%Reduced–
KOCoca Cola CoStock181,570$11.3M0.3%+4,905+2.8%AddedHistory
AVGOBroadcom Inc.Stock17,509$11.2M0.3%+2,558+17.1%AddedHistory
LOWLowes Companies IncStock56,107$11.2M0.3%−234−0.4%ReducedHistory
GLDSPDR Gold TrustETF60,552$11.1M0.3%−29,564−32.8%ReducedHistory
First Tr Exchange-Traded FD33734H106SHS275,922$11.1M0.3%+6,515+2.4%Added–
ProShares Tr74347B714SHORT QQQ NEW908,503$11.1M0.3%+1,652+0.2%Added–
First Tr Exchange-Traded FD33738R852NASDQ FOD BVRG408,135$11.0M0.3%+48,235+13.4%Added–
Vanguard Malvern FDS922020805STRM INFPROIDX228,389$10.9M0.3%+1,543+0.7%Added–
iShares Tr464287812US CONSM STAPLES54,346$10.8M0.3%+7,035+14.9%Added–
NEENextera Energy IncStock137,696$10.6M0.3%+2,894+2.1%AddedHistory
COPConocoPhillipsStock106,384$10.6M0.3%−4,322−3.9%ReducedHistory
iShares Tr464288752US HOME CONS ETF149,175$10.5M0.3%+144,958+3,437.5%Added–
Schwab US Dividend Equity ETF808524797ETF141,687$10.4M0.3%+38,125+36.8%Added–
ABTAbbott LaboratoriesStock101,476$10.3M0.3%+403+0.4%AddedHistory
SOSouthern CoStock146,940$10.2M0.3%−676−0.5%ReducedHistory
MOAltria Group, Inc.Stock226,570$10.1M0.3%+13,411+6.3%AddedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF61,691$9.79M0.3%+14,609+31.0%Added–
UNHUnitedHealth Group IncStock20,385$9.63M0.3%+1,063+5.5%AddedHistory
CATCaterpillar IncStock41,339$9.46M0.3%+2,910+7.6%AddedHistory
RTXRTX CorpStock96,340$9.43M0.3%−5,134−5.1%ReducedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF43,338$9.14M0.3%+6,007+16.1%Added–
Simplify Exchange Traded Fun82889N855SIMPLIFY INTERST149,265$9.10M0.3%+17,765+13.5%Added–
State Street Financial Select Sector SPDR ETF81369Y605ETF282,922$9.10M0.3%+80,629+39.9%Added–
First Tr Exchange-Traded FD33734X101CONSUMR DISCRE170,956$8.88M0.2%+170,956New–
iShares MSCI Eafe ETF464287465ETF123,758$8.85M0.2%+7,750+6.7%Added–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM161,858$8.84M0.2%−45,701−22.0%Reduced–
State Street Energy Select Sector SPDR ETF81369Y506ETF105,827$8.77M0.2%+17,290+19.5%Added–
iShares Tr464287838U.S. BAS MTL ETF65,666$8.70M0.2%+1,207+1.9%Added–
TGTTarget CorpStock51,371$8.51M0.2%−3,621−6.6%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF185,001$8.36M0.2%−7,191−3.7%Reduced–
BMYBristol Myers Squibb CoStock119,149$8.26M0.2%+6,012+5.3%AddedHistory
CRMSalesforce, Inc.Stock41,101$8.21M0.2%+1,175+2.9%AddedHistory
iShares Tr464288794US BR DEL SE ETF89,148$8.17M0.2%−5,294−5.6%Reduced–
iShares Tr464288786U.S. INSRNCE ETF93,030$7.97M0.2%−6,017−6.1%Reduced–
iShares Tr464288158SHRT NAT MUN ETF76,070$7.96M0.2%+10,583+16.2%Added–
iShares Tr46435G425ESG AWR MSCI USA85,981$7.78M0.2%−40,451−32.0%Reduced–
Direxion Shares ETF Trust25460E869DAILY 500 1X ETF501,007$7.76M0.2%−92,002−15.5%Reduced–
OLEDUniversal Display CorpCOM49,341$7.65M0.2%−50.0%ReducedHistory
CVSCVS Health CorpStock102,138$7.59M0.2%−9,586−8.6%ReducedHistory
iShares Core MSCI Eafe ETF46432F842ETF112,225$7.50M0.2%+13,598+13.8%Added–
ORCLOracle CorpStock80,384$7.47M0.2%+3,884+5.1%AddedHistory
PMPhilip Morris International Inc.Stock76,637$7.45M0.2%+6,251+8.9%AddedHistory
AZOAutoZone IncCOM3,029$7.45M0.2%−128−4.1%ReducedHistory
iShares Core Dividend Growth ETF46434V621ETF147,982$7.40M0.2%−1,551−1.0%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF38,937$7.38M0.2%+7,651+24.5%Added–

Sold out since Q4 2022 (239)

Positions held at the end of Q4 2022 that are gone from this filing.

The largest 100 of 239 by value last quarter.

Positions of Advisory Services Network, LLC sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
Invesco DB Multi-Sector Comm46140H205SILVER FD171,037$5.57M0.2%–
WisdomTree Tr97717W380INTRST RATE HDGE47,036$2.04M0.1%–
ProShares Tr74347X849SHRT 20+YR TRE48,879$1.11M<0.1%–
AELAmerican National Group Inc.COM16,732$763.3K<0.1%History
CPCanadian Pacific Kansas City LtdCOM10,160$757.8K<0.1%History
TDSTelephone & Data Systems IncCOM NEW47,976$503.3K<0.1%History
Bank First Corporation Com05676F108Stock4,950$459.5K<0.1%–
STORStore Capital LLCCOM13,233$424.2K<0.1%History
DLOdLocal LtdCLASS A COM22,809$355.1K<0.1%History
FTDRFrontdoor, Inc.COM14,140$294.1K<0.1%History
First Tr Exchange Traded FD33733A102CHINDIA ETF7,632$291.0K<0.1%–
Cambria ETF Tr132061508GLB MOMENT ETF9,575$271.2K<0.1%–
Cambria ETF Tr132061888VALUE MOMENTUM7,372$200.6K<0.1%–
iShares U S ETF Tr46431W580INFLATION HEDG7,952$199.7K<0.1%–
Cambria ETF Tr132061813GBL REAL EST ETF7,500$196.5K<0.1%–
IAAIAA, Inc.COM3,900$156.0K<0.1%History
SIVBSVB Financial GroupCOM670$154.2K<0.1%History
WFC.PLWells Fargo & CompanyPERP PFD CNV A130$154.1K<0.1%History
UDNInvesco DB US Dollar Index Bearish FundBEARISH FD7,580$140.2K<0.1%History
RFPResolute Forest Products Inc.COM6,240$134.7K<0.1%History
DCTDuck Creek Technologies, Inc.SHS9,842$118.6K<0.1%History
SAGESage Therapeutics, Inc.COM3,010$114.8K<0.1%History
Fidelity Covington Trust316092378FIDELITY US MLTF4,578$109.3K<0.1%–
iShares U S ETF Tr46431W564COMMODITY CURVE5,009$100.5K<0.1%–
MBLYMobileye Global Inc.Stock2,350$82.4K<0.1%History
LHCGLHC Group, IncCOM505$81.7K<0.1%History
Blackstone Mtg Tr Inc09257WAC4NOTE 4.750% 3/165,000$63.7K<0.1%–
HEESH&E Equipment Services, Inc.COM1,400$63.6K<0.1%History
TWITitan International IncCOM3,800$58.2K<0.1%History
NENNew England Realty Associates Limited PartnershipDEPOSITRY RCPT800$56.8K<0.1%History
BHBiglari Holdings Inc.COM STK CL B400$55.5K<0.1%History
BMEZBlackRock Health Sciences Term TrustCOM SHS3,440$53.1K<0.1%History
Global X FDS37954Y418THMATC GWT ETF2,216$50.4K<0.1%–
Dimensional ETF Trust25434V856INFLATION PROTE1,221$50.3K<0.1%–
VanEck ETF Trust92189F528VANECK SHRT MUNI2,959$49.9K<0.1%–
First Tr Exchng Traded FD VI33740U844FT VEST U.S1,620$49.7K<0.1%–
GRBKGreen Brick Partners, Inc.COM2,000$48.5K<0.1%History
VanEck Vectors ETF Tr92189F114VIDEO GAMING1,125$48.2K<0.1%–
CLBCore Laboratories Inc.COM2,340$47.4K<0.1%History
CUTRCutera IncCOM1,000$44.2K<0.1%History
Macquarie Global Infrastruct55608D101COM1,873$42.6K<0.1%–
COWNCowen Inc.CL A NEW1,100$42.5K<0.1%History
EVEREverQuote, Inc.COM CL A2,606$38.4K<0.1%History
ABCBAmeris BancorpCOM812$38.3K<0.1%History
ORANYOrangeSPONSORED ADR3,600$35.6K<0.1%History
PRTSCarParts.com, Inc.COM5,601$35.1K<0.1%History
ITGRInteger Holdings CorpCOM500$34.2K<0.1%History
MDCSekisui House U.S., Inc.COM1,000$31.6K<0.1%History
FORForestar Group Inc.COM1,961$30.2K<0.1%History
WisdomTree Tr97717W281EMG MKTS SMCAP687$30.2K<0.1%–
APPFAppfolio IncCOM CL A276$29.1K<0.1%History
Delaware Invts Div & Income245915103COM3,535$28.7K<0.1%–
Elanco Animal Health Inc28414H202UNIT 02/01/2023T1,466$28.6K<0.1%–
VanEck ETF Trust92189F486IG FLOA RATE ETF1,134$28.2K<0.1%–
VBTXVeritex Holdings, Inc.COM949$26.6K<0.1%History
Direxion Shares ETF Trust25459Y207NASDAQ 100 EQ WT402$25.6K<0.1%–
CVLGCovenant Logistics Group, Inc.CL A714$24.7K<0.1%History
Veeco Instrs Inc Del922417AD2CONVERTIBLE BOND25,000$24.7K<0.1%–
HIOWestern Asset High Income Opportunity Fund Inc.COM6,239$24.6K<0.1%History
AIMCAltra Industrial Motion Corp.COM411$24.6K<0.1%History
iShares Inc464286582MSCI JAPN SMCETF367$23.8K<0.1%–
CBNKCapital Bancorp IncCOM1,000$23.5K<0.1%History
Invesco Exchange Traded FD T46137V316S&P500 EQL MAT145$23.0K<0.1%–
SMSM Energy CoCOM650$22.6K<0.1%History
EZPWEzcorp IncCL A NON VTG2,747$22.4K<0.1%History
DEXDelaware Enhanced Global Dividend & Income FundCOM2,776$21.7K<0.1%History
AVAVAeroVironment IncCOM250$21.4K<0.1%History
SJISouth Jersey Industries IncCOM600$21.3K<0.1%History
TRUPTrupanion, Inc.COM400$19.0K<0.1%History
ProShares Tr74348A376SHRT SMALLCAP601,000$18.6K<0.1%–
Barclays Bank PLC06738C794IPSPGS TTL ETN849$18.4K<0.1%–
America Movil SAB de CV02364W204SPONSORED ADR1,007$18.1K<0.1%–
DHILDiamond Hill Investment Group IncCOM NEW96$17.8K<0.1%History
ETF Ser Solutions26922A594AAM S&P 500602$17.5K<0.1%–
AAWWAtlas Air Worldwide Holdings IncCOM NEW170$17.1K<0.1%History
RJETRepublic Airways Holdings Inc.COM NEW11,000$16.8K<0.1%History
ETF Ser Solutions26922B857PSYK ETF1,000$16.7K<0.1%–
Indexiq ETF Tr45409B412IQ S&P HGH YLD750$15.9K<0.1%–
Invesco Actively Managed Exc46090A804TOTAL RETURN342$15.9K<0.1%–
Adamas Trust, Inc.649604501COM PAR $.026,200$15.9K<0.1%–
BMRCBank of Marin BancorpCOM458$15.1K<0.1%History
First Tr Exchng Traded FD VI33740U703FT VEST DEEP ETF748$14.7K<0.1%–
EBIXEbix IncCOM NEW734$14.7K<0.1%History
RBB FD Inc74933W627MOTLEY FOOL MID667$14.2K<0.1%–
IMTXImmatics N.V.SHS1,600$13.9K<0.1%History
HAFCHanmi Financial CorpCOM NEW553$13.7K<0.1%History
GBTGGlobal Business Travel Group, Inc.COM CL A2,000$13.5K<0.1%History
HZOMarinemax IncCOM414$12.9K<0.1%History
BINIBollinger Innovations, Inc.COMMON STOCK42,591$12.2K<0.1%History
Signature BK New York N Y82669G104COM103$11.9K<0.1%–
HHSHarte Hanks IncCOM1,000$11.7K<0.1%History
iShares Ibonds 2026 Term High Yield and Income ETF46436E528ETF500$11.2K<0.1%–
PCVXVaxcyte, Inc.COM232$11.1K<0.1%History
MSDMorgan Stanley Emerging Markets Debt Fund IncCOM1,699$11.1K<0.1%History
Victory Portfolios II92647N774VCSHS US DISCVRY191$10.5K<0.1%–
HYHyster-Yale, Inc.CL A400$10.1K<0.1%History
RMIRiverNorth Opportunistic Municipal Income Fund, Inc.COM592$9.68K<0.1%History
ProShares Tr74347B250PSHS SH MDCAP400350$8.70K<0.1%–
Vanguard Emerging Markets Government Bond ETF921946885ETF140$8.54K<0.1%–
MYOVMyovant Sciences Ltd.COM300$8.09K<0.1%History