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Advisory Services Network, LLC

SEC CIK
0001573876
Latest filing
Aug 12, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 6, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
1,453
−2,423 vs. Q4 2023
Portfolio value
$4.51B
+$417.3M (+10.2%) vs. Q4 2023
Filed
May 6, 2024
SEC
Holdings of Advisory Services Network, LLC in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock816,722$140.1M3.1%−3,512−0.4%ReducedHistory
iShares Core S&P 500 ETF464287200ETF225,129$118.4M2.6%−6,168−2.7%Reduced–
MSFTMicrosoft CorpStock252,059$106.0M2.4%+18,485+7.9%AddedHistory
NVDANVIDIA CorpStock116,955$105.7M2.3%+15,775+15.6%AddedHistory
AMZNAmazon Com IncStock507,856$91.6M2.0%+20,261+4.2%AddedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF742,977$68.2M1.5%−58,290−7.3%Reduced–
Invesco QQQ Trust Series I46090E103ETF146,929$65.2M1.4%+1,605+1.1%Added–
SPYSPDR S&P 500 ETF TrustETF93,308$48.8M1.1%−10,142−9.8%ReducedHistory
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF434,512$48.0M1.1%−71,987−14.2%Reduced–
METAMeta Platforms, Inc.Stock89,875$43.6M1.0%−1,994−2.2%ReducedHistory
LLYEli Lilly & CoStock45,528$35.4M0.8%+2,225+5.1%AddedHistory
GOOGLAlphabet Inc.Stock231,261$34.9M0.8%−2,659−1.1%ReducedHistory
Vanguard Morningstar Growth ETF922908736ETF98,283$33.8M0.8%+1,916+2.0%Added–
JPMJPMorgan Chase & CoStock146,135$29.3M0.6%+22,875+18.6%AddedHistory
GOOGAlphabet Inc.Stock183,534$27.9M0.6%−5,882−3.1%ReducedHistory
AVGOBroadcom Inc.Stock20,999$27.8M0.6%+1,017+5.1%AddedHistory
XOMExxonMobil Holdings CorpCOM225,929$26.3M0.6%−6,477−2.8%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF122,291$25.5M0.6%−1,477−1.2%Reduced–
HDHome Depot, Inc.Stock65,425$25.1M0.6%+450+0.7%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF221,750$24.5M0.5%+9,872+4.7%Added–
ABBVAbbVie Inc.Stock134,057$24.4M0.5%+22,880+20.6%AddedHistory
Vanguard S&P 500 ETF922908363ETF50,181$24.1M0.5%−8,505−14.5%Reduced–
Vanguard Morningstar Value ETF922908744ETF145,073$23.6M0.5%+7,709+5.6%Added–
CVXChevron CorpStock148,015$23.3M0.5%+952+0.6%AddedHistory
iShares Tr464287721U.S. TECH ETF171,476$23.2M0.5%−5,003−2.8%Reduced–
BRK.BBerkshire Hathaway IncStock52,566$22.1M0.5%+5,939+12.7%AddedHistory
MAMastercard IncStock45,003$21.7M0.5%−724−1.6%ReducedHistory
iShares Semiconductor ETF464287523ETF93,290$21.1M0.5%−2,236−2.3%ReducedConverted for a 3-for-1 split–
iShares Core U.S. Aggregate Bond ETF464287226ETF214,627$21.0M0.5%+21,743+11.3%Added–
VVisa Inc.Stock74,441$20.8M0.5%+1,563+2.1%AddedHistory
iShares Tr4642874571 3 YR TREAS BD251,135$20.5M0.5%−27,908−10.0%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF329,053$20.0M0.4%−8,507−2.5%ReducedConverted for a 5-for-1 split–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT114,293$19.4M0.4%+13,248+13.1%Added–
iShares Tr464287150CORE S&P TTL STK167,285$19.3M0.4%+10,061+6.4%Added–
Vanguard Information Technology ETF92204A702ETF35,897$18.8M0.4%−1,815−4.8%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF71,740$18.6M0.4%+1,636+2.3%Added–
COSTCostco Wholesale CorpStock25,383$18.6M0.4%+4,027+18.9%AddedHistory
First Tr Exchange Traded FD33738R811NASDQ SEMCNDTR202,179$18.3M0.4%+152+0.1%Added–
TSLATesla, Inc.Stock102,949$18.1M0.4%−7,000−6.4%ReducedHistory
Fidelity MSCI Information Technology Index ETF316092808ETF115,717$18.0M0.4%−1,131−1.0%Reduced–
First Trust Dow Jones Internet Index Fund33733E302ETF86,721$17.8M0.4%+1,934+2.3%Added–
PGProcter & Gamble CoStock109,488$17.8M0.4%+6,412+6.2%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF94,622$17.3M0.4%+1,068+1.1%Added–
GLDSPDR Gold TrustETF83,948$17.3M0.4%−13,008−13.4%ReducedHistory
First Tr Exchange-Traded FD33734X150INDLS PROD DUR236,628$17.3M0.4%+6,008+2.6%Added–
PWRQuanta Services, Inc.COM65,108$16.9M0.4%−4,850−6.9%ReducedHistory
iShares S&P 500 Growth ETF464287309ETF191,261$16.2M0.4%+23,340+13.9%Added–
MRKMerck & Co., Inc.Stock122,213$16.1M0.4%+2,349+2.0%AddedHistory
Schwab US Dividend Equity ETF808524797ETF199,431$16.1M0.4%+4,308+2.2%Added–
IBMInternational Business Machines CorpStock83,360$15.9M0.4%+4,434+5.6%AddedHistory
AMDAdvanced Micro Devices IncStock86,891$15.7M0.3%+9,050+11.6%AddedHistory
COPConocoPhillipsStock122,939$15.6M0.3%+11,428+10.2%AddedHistory
Zacks Trust98888G105EARNGS CONSTANT555,081$15.6M0.3%+169,929+44.1%Added–
First Trust Nasdaq-100 Technology Sector Index Fund337345102ETF78,422$15.0M0.3%+3,880+5.2%Added–
ADBEAdobe Inc.Stock28,667$14.5M0.3%+151+0.5%AddedHistory
CRMSalesforce, Inc.Stock47,437$14.3M0.3%+1,001+2.2%AddedHistory
WMTWalmart Inc.Stock235,938$14.2M0.3%+8,106+3.6%AddedConverted for a 3-for-1 splitHistory
First Tr Exchange-Traded FD33734X101CONSUMR DISCRE216,042$13.9M0.3%+15,955+8.0%Added–
iShares Tr464288414NATIONAL MUN ETF129,387$13.9M0.3%+11,433+9.7%Added–
State Street Energy Select Sector SPDR ETF81369Y506ETF146,603$13.8M0.3%−5,462−3.6%Reduced–
JNJJohnson & JohnsonStock87,263$13.8M0.3%−659−0.7%ReducedHistory
CATCaterpillar IncStock37,597$13.8M0.3%−203−0.5%ReducedHistory
PEPPepsiCo IncStock76,764$13.4M0.3%+5,661+8.0%AddedHistory
LMTLockheed Martin CorpStock29,528$13.4M0.3%+2,201+8.1%AddedHistory
Vanguard High Dividend Yield Index ETF921946406ETF110,980$13.4M0.3%−30,323−21.5%Reduced–
ETF Ser Solutions26922A222APTUS COLLRD INV371,323$13.4M0.3%+55,919+17.7%Added–
iShares Tr464288752US HOME CONS ETF113,218$13.1M0.3%−22,771−16.7%Reduced–
LOWLowes Companies IncStock50,966$13.0M0.3%−835−1.6%ReducedHistory
UNHUnitedHealth Group IncStock26,198$13.0M0.3%+3,429+15.1%AddedHistory
CSCOCisco Systems, Inc.Stock258,983$12.9M0.3%+31,650+13.9%AddedHistory
PSXPhillips 66Stock77,236$12.6M0.3%+7,857+11.3%AddedHistory
VZVerizon Communications IncStock298,620$12.5M0.3%+13,422+4.7%AddedHistory
MCDMcDonalds CorpStock44,217$12.5M0.3%+1,297+3.0%AddedHistory
iShares MSCI USA Momentum Factor ETF46432F396ETF65,973$12.4M0.3%+64,020+3,278.0%Added–
State Street Health Care Select Sector SPDR ETF81369Y209ETF83,317$12.3M0.3%+34,851+71.9%Added–
iShares Tr464288760US AER DEF ETF92,760$12.2M0.3%−225−0.2%Reduced–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM207,783$12.0M0.3%−17,010−7.6%Reduced–
LRCXLam Research CorpCOM11,917$11.6M0.3%−313−2.6%ReducedHistory
iShares Tr46428743220 YR TR BD ETF120,260$11.4M0.3%−19,246−13.8%Reduced–
PFEPfizer IncStock402,846$11.2M0.2%−39,421−8.9%ReducedHistory
ANETArista Networks, Inc.COM37,451$10.9M0.2%+4,073+12.2%AddedHistory
INTCIntel CorpStock244,010$10.8M0.2%+39,567+19.4%AddedHistory
Capital Group Growth ETF14020G101SHS CREAT UNIT335,555$10.7M0.2%+19,185+6.1%Added–
NVONovo Nordisk A SADR83,513$10.7M0.2%+27,961+50.3%AddedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF55,842$10.7M0.2%+3,055+5.8%Added–
CRWDCrowdStrike Holdings, Inc.Stock33,309$10.7M0.2%+8,581+34.7%AddedHistory
ORCLOracle CorpStock82,752$10.4M0.2%+242+0.3%AddedHistory
iShares Core High Dividend ETF46429B663ETF92,948$10.2M0.2%+74,259+397.3%Added–
MPCMarathon Petroleum CorpStock50,643$10.2M0.2%−1,004−1.9%ReducedHistory
ABTAbbott LaboratoriesStock89,426$10.2M0.2%+2,962+3.4%AddedHistory
iShares Tr464288570ESG MSCI KLD ETF98,043$9.88M0.2%+250.0%Added–
iShares Tr464288786U.S. INSRNCE ETF84,169$9.88M0.2%−5,557−6.2%Reduced–
QCOMQualcomm IncStock58,247$9.86M0.2%+8,779+17.7%AddedHistory
KOCoca Cola CoStock159,562$9.76M0.2%+25,633+19.1%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF130,680$9.70M0.2%+3,998+3.2%Added–
Vanguard Ftse Developed Markets ETF921943858ETF193,160$9.69M0.2%−10,275−5.1%Reduced–
NFLXNetflix IncStock15,843$9.62M0.2%−699−4.2%ReducedHistory
KLACKLA CorpCOM NEW13,575$9.48M0.2%−100−0.7%ReducedHistory
Pacer US Cash Cows 100 ETF69374H881ETF160,319$9.32M0.2%+10,607+7.1%Added–
CPRTCopart IncCOM158,893$9.20M0.2%−5,310−3.2%ReducedHistory

Sold out since Q4 2023 (2,466)

Positions held at the end of Q4 2023 that are gone from this filing.

The largest 100 of 2,466 by value last quarter.

Positions of Advisory Services Network, LLC sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
ProShares Tr74347B714SHORT QQQ NEW718,410$6.81M0.2%–
iShares Tr464288844US OIL EQ&SV ETF281,841$6.18M0.2%–
Simplify Exchange Traded Fun82889N657SHORT TERM TREA58,892$1.36M<0.1%–
CRKComstock Resources IncCOM136,010$1.20M<0.1%History
iShares Inc464286426MSCI EM ASIA ETF13,466$890.2K<0.1%–
ANFAbercrombie & Fitch CoCL A9,540$841.6K<0.1%History
HRLHormel Foods CorpCOM25,886$831.2K<0.1%History
VanEck ETF Trust92189H607OIL SERVICES ETF2,583$799.5K<0.1%–
GTLSChart Industries IncCOM5,407$737.1K<0.1%History
GFSGLOBALFOUNDRIES Inc.Stock11,885$720.2K<0.1%History
First Tr Exchange-Traded FD33733E807NAT GAS ETF29,141$707.8K<0.1%–
DGXQuest Diagnostics IncCOM4,957$683.5K<0.1%History
SONYSony Group CorpSPONSORED ADR6,991$662.0K<0.1%History
First Tr Exchng Traded FD VI33740U885FT VEST US EQT18,763$655.8K<0.1%–
First Tr Exchng Traded FD VI33740U869FT VEST INT JUNE29,700$630.8K<0.1%–
HXLHexcel CorpCOM7,820$576.7K<0.1%History
UUnity Software Inc.COM14,037$574.0K<0.1%History
Vanguard Scottsdale FDS92206C649VNG RUS2000VAL4,137$565.0K<0.1%–
WDAYWorkday, Inc.CL A1,981$546.9K<0.1%History
First Tr Exchng Traded FD VI33740F466FT VEST U.S24,316$535.4K<0.1%–
Simplify Exchange Traded Fun82889N855SIMPLIFY INTERST13,148$525.9K<0.1%–
ProShares Tr74347B698RUSS 2000 DIVD7,236$470.4K<0.1%–
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS5,106$465.5K<0.1%History
NTESNetEase, Inc.SPONSORED ADS4,949$461.1K<0.1%History
DAVAEndava plcADS5,749$447.6K<0.1%History
PHGKoninklijke Philips NVNY REGIS SHS NEW19,131$446.3K<0.1%History
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS19,533$444.8K<0.1%History
DISHDISH Network CORPCL A74,814$431.7K<0.1%History
Innovator ETFs Trust45782C359EMRGNG MKT APRIL15,655$393.7K<0.1%–
Northern LTS FD Tr IV66538H179MAIN BUYWRITE27,368$368.9K<0.1%–
UUPInvesco DB US Dollar Index Bullish FundBULLISH FD13,502$365.8K<0.1%History
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL4,421$362.9K<0.1%–
SPDR Series Trust78468R804ST STR R1K LOWV2,295$332.7K<0.1%–
CNQCanadian Natural Resources LtdCOM4,932$323.1K<0.1%History
SMARSmartsheet IncCOM CL A6,682$319.5K<0.1%History
CHXChampionX CorpCOM10,885$318.0K<0.1%History
SEESealed Air CorpCOM8,691$317.4K<0.1%History
ProShares Tr74347X831ULTRAPRO QQQ6,253$317.0K<0.1%–
SMLRSemler Scientific, Inc.COM6,800$301.2K<0.1%History
CLSCelestica IncSUB VTG SHS10,250$300.1K<0.1%History
GENGen Digital Inc.Stock12,771$291.4K<0.1%History
ProShares Bitcoin ETF74347G440ETF14,122$289.4K<0.1%–
EPAMEPAM Systems, Inc.COM971$288.7K<0.1%History
LOPEGrand Canyon Education, Inc.COM2,167$286.1K<0.1%History
WMSAdvanced Drainage Systems, Inc.COM2,032$285.8K<0.1%History
CNXCNX Resources CorpCOM13,780$275.6K<0.1%History
BSMBlack Stone Minerals, L.P.COM UNIT16,635$265.5K<0.1%History
OLLIOllie's Bargain Outlet Holdings, Inc.Stock3,410$258.8K<0.1%History
EVRGEvergy, Inc.Stock4,898$255.7K<0.1%History
Western Digital Corp958102AP0NOTE 1.500% 2/0250,000$249.0K<0.1%–
iShares Tr46434V464LOW CA OP MS ETF1,490$246.5K<0.1%–
AGCOAGCO CorpCOM2,008$243.8K<0.1%History
FLNGFlex LNG Ltd.SHS8,387$243.7K<0.1%History
iShares Tr464287697U.S. UTILITS ETF3,025$241.8K<0.1%–
Vanguard Admiral FDS Inc921932844MIDCP 400 VAL2,773$241.7K<0.1%–
NXHNeighborhood Intelligence, Inc.COM8,700$240.9K<0.1%History
PNRPENTAIR plcSHS3,273$238.0K<0.1%History
FFIVF5, Inc.Stock1,313$235.0K<0.1%History
BOILProShares Trust IIULTRA BLOOMBERG8,238$234.3K<0.1%History
CCJCameco CorpStock5,408$233.1K<0.1%History
SPLKSplunk IncCOM1,519$231.4K<0.1%History
First Tr Exchng Traded FD VI33740U760VEST BUFFERED11,098$231.1K<0.1%–
ELFe.l.f. Beauty, Inc.COM1,598$230.7K<0.1%History
First Tr Exchange-Traded FD33734X309S NETWRK FUT VEH4,053$230.6K<0.1%–
AVDLAvadel Pharmaceuticals PLCSPONSORED ADR16,285$229.9K<0.1%History
SEDGSolaredge Technologies, Inc.COM2,433$227.7K<0.1%History
HOGHarley-Davidson, Inc.COM6,103$224.8K<0.1%History
TDToronto Dominion BankStock3,421$221.0K<0.1%History
FBINFortune Brands Innovations, Inc.COM2,840$216.3K<0.1%History
BILLBILL Holdings, Inc.Stock2,640$215.4K<0.1%History
ETF Ser Solutions26922A198AAM LW DUR PFD10,296$215.1K<0.1%–
VMRKVivmark ResidentialSH BEN INT3,506$214.5K<0.1%History
First Tr Exchange-Traded FD33739Q705FT VEST S&P 5004,147$214.3K<0.1%–
ENPHEnphase Energy, Inc.Stock1,601$211.6K<0.1%History
iShares Tr464287838U.S. BAS MTL ETF1,521$210.1K<0.1%–
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF2,904$209.5K<0.1%–
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF4,892$206.4K<0.1%–
HURNHuron Consulting Group Inc.Stock2,007$206.3K<0.1%History
YALAYalla Group LtdADS33,521$205.5K<0.1%History
Pacer FDS Tr69374H709GLOBL CASH ETF5,910$202.5K<0.1%–
JBHTHunt J B Transport Services IncCOM1,006$201.0K<0.1%History
KTOSKratos Defense & Security Solutions, Inc.COM NEW9,893$200.7K<0.1%History
RCMTRCM Technologies, Inc.COM NEW6,894$200.2K<0.1%History
SSBSouthState Bank CorpCOM2,363$199.6K<0.1%History
STWDStarwood Property Trust, Inc.COM9,455$198.7K<0.1%History
THOThor Industries IncCOM1,676$198.1K<0.1%History
BXMTBlackstone Mortgage Trust, Inc.COM CL A9,146$194.5K<0.1%History
SAICScience Applications International CorpCOM1,556$193.5K<0.1%History
EIXEdison InternationalStock2,700$193.0K<0.1%History
Innovator ETFs Trust45782C680US EQTY PWR BF5,761$192.2K<0.1%–
First Tr Exch Traded FD III33740J203EQUITY MARKET NE9,500$191.5K<0.1%–
Strategy Shares Nasdaq 7HANDL Index ETF86280R506ETF9,253$191.4K<0.1%–
TRMBTrimble Inc.COM3,593$191.2K<0.1%History
iShares Tr46435U432IBONDS DEC 257,166$190.2K<0.1%–
VVVValvoline IncCOM5,055$190.0K<0.1%History
WisdomTree Tr97717W703INTL EQUITY FD3,571$187.5K<0.1%–
Invesco Exch TRD SLF Idx FD46138J536BULSHS 2024 MUNI7,519$187.3K<0.1%–
POOLPool CorpCOM469$187.0K<0.1%History
Innovator ETFs Trust45782C755US EQTY BUFR JUN5,234$186.8K<0.1%–
iShares Tr464289479CORE LT USDB ETF3,507$184.4K<0.1%–