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Advisory Services Network, LLC

SEC CIK
0001573876
Latest filing
Aug 12, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
1,609
+45 vs. Q4 2024
Portfolio value
$5.20B
−$164.2M (−3.1%) vs. Q4 2024
Filed
May 15, 2025
SEC
Holdings of Advisory Services Network, LLC in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock855,513$190.0M3.7%+15,161+1.8%AddedHistory
NVDANVIDIA CorpStock1,206,548$130.8M2.5%−10,595−0.9%ReducedHistory
iShares Core S&P 500 ETF464287200ETF214,439$120.5M2.3%−28,778−11.8%Reduced–
AMZNAmazon Com IncStock511,691$97.4M1.9%−25,931−4.8%ReducedHistory
MSFTMicrosoft CorpStock250,367$94.0M1.8%−13,904−5.3%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF141,225$79.0M1.5%−10,666−7.0%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF163,078$76.5M1.5%+35,508+27.8%Added–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF677,387$62.1M1.2%−28,651−4.1%Reduced–
METAMeta Platforms, Inc.Stock88,181$50.8M1.0%−4,551−4.9%ReducedHistory
AVGOBroadcom Inc.Stock235,615$39.4M0.8%−17,942−7.1%ReducedHistory
JPMJPMorgan Chase & CoStock160,543$39.4M0.8%−3,099−1.9%ReducedHistory
LLYEli Lilly & CoStock47,212$39.0M0.7%−1,383−2.8%ReducedHistory
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF331,297$36.6M0.7%−3,806−1.1%Reduced–
GOOGLAlphabet Inc.Stock225,142$34.8M0.7%+6,650+3.0%AddedHistory
Zacks Trust98888G105EARNGS CONSTANT1,135,815$34.2M0.7%+101,307+9.8%Added–
BRK.BBerkshire Hathaway IncStock59,440$31.7M0.6%−1,047−1.7%ReducedHistory
XOMExxonMobil Holdings CorpCOM261,989$31.2M0.6%+160+0.1%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF296,825$31.0M0.6%−1,597−0.5%Reduced–
iShares Tr4642874571 3 YR TREAS BD362,785$30.0M0.6%+23,001+6.8%Added–
TSLATesla, Inc.Stock112,397$29.1M0.6%+938+0.8%AddedHistory
iShares Tr46434V878ULTRA SHORT DUR547,478$27.8M0.5%+469,082+598.3%Added–
Vanguard Morningstar Value ETF922908744ETF158,485$27.4M0.5%+5,103+3.3%Added–
GOOGAlphabet Inc.Stock172,140$26.9M0.5%−16,867−8.9%ReducedHistory
GLDSPDR Gold TrustETF91,041$26.2M0.5%+3,583+4.1%AddedHistory
ABBVAbbVie Inc.Stock125,048$26.2M0.5%+6,540+5.5%AddedHistory
iShares Tr464287721U.S. TECH ETF185,992$26.1M0.5%+24,071+14.9%Added–
CVXChevron CorpStock155,217$26.0M0.5%−6,928−4.3%ReducedHistory
iShares Tr464287150CORE S&P TTL STK212,318$25.9M0.5%−10,211−4.6%Reduced–
Vanguard Morningstar Growth ETF922908736ETF69,211$25.7M0.5%−41,803−37.7%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF428,347$25.0M0.5%+12,176+2.9%Added–
COSTCostco Wholesale CorpStock25,801$24.4M0.5%−2,642−9.3%ReducedHistory
MAMastercard IncStock44,019$24.1M0.5%+217+0.5%AddedHistory
iShares S&P 500 Growth ETF464287309ETF254,495$23.6M0.5%+3,099+1.2%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF113,957$23.5M0.5%−4,895−4.1%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF233,818$23.1M0.4%−812−0.3%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF83,200$22.9M0.4%+5,010+6.4%Added–
HDHome Depot, Inc.Stock62,231$22.8M0.4%−4,217−6.3%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT130,512$22.6M0.4%+7,676+6.2%Added–
PLTRPalantir Technologies Inc.Stock262,214$22.1M0.4%+29,825+12.8%AddedHistory
Vanguard S&P 500 ETF922908363ETF42,118$21.6M0.4%+5,440+14.8%Added–
WMTWalmart Inc.Stock243,052$21.3M0.4%−35,265−12.7%ReducedHistory
ETF Ser Solutions26922A222APTUS COLLRD INV546,076$21.1M0.4%+183,951+50.8%Added–
VVisa Inc.Stock59,684$20.9M0.4%−4,206−6.6%ReducedHistory
First Trust Dow Jones Internet Index Fund33733E302ETF86,868$19.3M0.4%−8,171−8.6%Reduced–
First Tr Exchange-Traded FD33734X184UTILITIES ALPH456,297$18.7M0.4%+456,297New–
First Trust Financials Alphadex Fund33734X135ETF350,347$18.6M0.4%+6,887+2.0%Added–
First Tr Exchange-Traded FD33734X150INDLS PROD DUR258,395$18.0M0.3%−5,993−2.3%Reduced–
PGProcter & Gamble CoStock102,990$17.6M0.3%+2,519+2.5%AddedHistory
UNHUnitedHealth Group IncStock33,457$17.5M0.3%+2,617+8.5%AddedHistory
IBMInternational Business Machines CorpStock69,614$17.3M0.3%−4,376−5.9%ReducedHistory
Fidelity MSCI Information Technology Index ETF316092808ETF106,436$17.2M0.3%+10,186+10.6%Added–
First Trust Nasdaq-100 Technology Sector Index Fund337345102ETF98,896$17.2M0.3%+6,565+7.1%Added–
ORCLOracle CorpStock117,571$16.4M0.3%+7,172+6.5%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF322,801$16.4M0.3%+12,251+3.9%Added–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM284,897$16.3M0.3%+42,365+17.5%Added–
CSCOCisco Systems, Inc.Stock257,893$15.9M0.3%−12,587−4.7%ReducedHistory
VZVerizon Communications IncStock348,306$15.8M0.3%−11,547−3.2%ReducedHistory
NFLXNetflix IncStock16,761$15.6M0.3%−1,452−8.0%ReducedHistory
iShares MSCI USA Momentum Factor ETF46432F396ETF75,349$15.2M0.3%−293−0.4%Reduced–
Schwab US Dividend Equity ETF808524797ETF534,750$15.0M0.3%+89,294+20.0%Added–
CRMSalesforce, Inc.Stock54,446$14.6M0.3%+4,499+9.0%AddedHistory
iShares Core High Dividend ETF46429B663ETF119,650$14.5M0.3%+9,786+8.9%Added–
iShares Tr464288760US AER DEF ETF94,460$14.5M0.3%+2,261+2.5%Added–
CRWDCrowdStrike Holdings, Inc.Stock40,418$14.3M0.3%−1,139−2.7%ReducedHistory
IAUiShares Gold TrustETF238,421$14.1M0.3%+40,820+20.7%AddedHistory
ANETArista Networks, Inc.Stock181,365$14.1M0.3%+2,948+1.7%AddedHistory
AFLAflac IncStock125,422$13.9M0.3%−2,923−2.3%ReducedHistory
iShares Tr464288786U.S. INSRNCE ETF97,851$13.5M0.3%+4,132+4.4%Added–
iShares Tr464288414NATIONAL MUN ETF127,734$13.5M0.3%−9,352−6.8%Reduced–
LMTLockheed Martin CorpStock29,853$13.3M0.3%−823−2.7%ReducedHistory
QCOMQualcomm IncStock85,163$13.1M0.3%−594−0.7%ReducedHistory
MARMarriott International IncStock54,626$13.0M0.3%−115−0.2%ReducedHistory
Vanguard Dividend Appreciation ETF921908844ETF66,699$12.9M0.2%−38,580−36.6%Reduced–
iShares Russell 2000 ETF464287655ETF64,715$12.9M0.2%+648+1.0%Added–
MCDMcDonalds CorpStock41,110$12.8M0.2%+833+2.1%AddedHistory
COPConocoPhillipsStock121,233$12.7M0.2%+3,405+2.9%AddedHistory
ISRGIntuitive Surgical IncCOM NEW25,679$12.7M0.2%+693+2.8%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR75,421$12.5M0.2%+9,629+14.6%AddedHistory
iShares S&P 500 Value ETF464287408ETF65,544$12.5M0.2%+4,363+7.1%Added–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF414,903$12.5M0.2%+35,050+9.2%Added–
TDGTransDigm Group INCCOM8,985$12.4M0.2%+437+5.1%AddedHistory
ETF Ser Solutions26922A388APTUS DEFINED450,151$12.3M0.2%+170,523+61.0%Added–
CATCaterpillar IncStock37,029$12.2M0.2%+963+2.7%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF129,654$12.1M0.2%−3,257−2.5%Reduced–
JNJJohnson & JohnsonStock72,800$12.1M0.2%−5,264−6.7%ReducedHistory
iShares Core MSCI Eafe ETF46432F842ETF158,726$12.0M0.2%+1,578+1.0%Added–
Pacer US Cash Cows 100 ETF69374H881ETF217,739$11.9M0.2%+4,725+2.2%Added–
PMPhilip Morris International Inc.Stock74,104$11.8M0.2%−10,487−12.4%ReducedHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF178,009$11.7M0.2%+61,525+52.8%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF62,576$11.7M0.2%−11,314−15.3%Reduced–
TAT&T Inc.Stock407,668$11.5M0.2%+7,463+1.9%AddedHistory
iShares Tr464288794US BR DEL SE ETF81,864$11.5M0.2%+4,536+5.9%Added–
iShares Tr46428743220 YR TR BD ETF124,901$11.4M0.2%−5,353−4.1%Reduced–
iShares Tr464287580US CONSUM DISCRE127,670$11.3M0.2%+10,294+8.8%Added–
Vanguard Short-Term Bond ETF921937827ETF142,335$11.1M0.2%+55,012+63.0%Added–
SOSouthern CoStock120,225$11.1M0.2%−7,898−6.2%ReducedHistory
NOWServiceNow, Inc.Stock13,690$10.9M0.2%−2,062−13.1%ReducedHistory
iShares Tr464288570ESG MSCI KLD ETF105,113$10.8M0.2%−1,849−1.7%Reduced–
LRCXLam Research CorpStock145,852$10.6M0.2%−18,403−11.2%ReducedHistory
NEENextera Energy IncStock148,668$10.5M0.2%−12,882−8.0%ReducedHistory

Sold out since Q4 2024 (143)

Positions held at the end of Q4 2024 that are gone from this filing.

The largest 100 of 143 by value last quarter.

Positions of Advisory Services Network, LLC sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
ProShares Tr74347G184SHORT BITCOIN ET225,296$5.41M0.1%–
ProShares Tr74349Y209SHORT ETHER STRG290,569$4.47M0.1%–
DBBInvesco DB Base Metals FundBASE METALS FD182,259$3.44M0.1%History
TARSTarsus Pharmaceuticals, Inc.COM60,459$3.35M0.1%History
DBPInvesco DB Precious Metals FundPRECIOUS METAL50,919$3.09M0.1%History
VXXBarclays Bank PLCIPATH S&P 500 SH62,748$2.87M0.1%History
MANHManhattan Associates IncStock8,593$2.32M<0.1%History
iShares Tr46435U713US INFRASTRUC37,399$1.73M<0.1%–
EMDWestern Asset Emerging Markets Debt Fund Inc.COM178,604$1.72M<0.1%History
First Tr Exchng Traded FD VI33740U505FT VEST UQ EQT34,595$1.54M<0.1%–
CRCrane CoCOMMON STOCK9,712$1.47M<0.1%History
Direxion Shs ETF Tr25460G260DLY TSLA BEAR 1X176,712$1.42M<0.1%–
Direxion Shs ETF Tr25461A429DAILY PLTR BEAR61,121$1.42M<0.1%–
Direxion Shs ETF Tr25461A700DAILY NVDA BEAR206,620$1.34M<0.1%–
WisdomTree Tr97717W422INDIA ERNGS FD28,976$1.31M<0.1%–
First Tr Exchng Traded FD VI33740U307FT VEST US EQT28,656$1.31M<0.1%–
First Tr Exchng Traded FD VI33740F599FT VEST US EQT29,457$1.27M<0.1%–
First Tr Exchng Traded FD VI33740F722FT VEST US EQT24,682$1.27M<0.1%–
PKGPackaging Corp of AmericaStock5,140$1.16M<0.1%History
Direxion Shs ETF Tr25461A205DAILY NFLX BEAR55,069$1.08M<0.1%–
Direxion Shs ETF Tr25461A304DLY AAPL BEAR 1X70,598$1.08M<0.1%–
ProShares Tr74347B185PSHS SHTFINL ETF29,914$1.06M<0.1%–
GLOBGlobant S.A.COM4,907$1.05M<0.1%History
ProShares Tr74348A210SHRT RUSSELL200055,767$1.05M<0.1%–
CLHClean Harbors IncCOM4,515$1.04M<0.1%History
SWIMLatham Group, Inc.COM148,303$1.03M<0.1%History
iShares Tr464287192US TRSPRTION14,686$992.3K<0.1%–
CECelanese CorpStock14,261$987.0K<0.1%History
DLYDoubleLine Yield Opportunities FundCOM60,307$954.7K<0.1%History
ELANElanco Animal Health IncCOM75,993$920.3K<0.1%History
DVADavita Inc.COM5,273$788.6K<0.1%History
FTDRFrontdoor, Inc.COM13,535$740.0K<0.1%History
DCBODocebo Inc.COM16,065$720.1K<0.1%History
First Tr Exchange Traded FD33738R811NASDQ SEMCNDTR7,928$691.9K<0.1%–
TMHCTaylor Morrison Home CorpCOM11,032$675.3K<0.1%History
BIPCBrookfield Infrastructure CorpCOM SUB VTG A16,818$672.9K<0.1%History
VTRSViatris IncStock53,165$661.9K<0.1%History
CBTCabot CorpCOM6,846$625.1K<0.1%History
SPDR Series Trust78468R556SP O&G EXPL PRO4,659$616.8K<0.1%–
VanEck Vectors ETF Tr92189F585OIL REFINERS ETF22,080$607.3K<0.1%–
UNGUnited States Natural Gas Fund, LPETF35,475$596.3K<0.1%History
Capital Grp Fixed Incm ETF T14020Y300US MULTI-SECTOR21,400$583.8K<0.1%–
iShares Tr46429B614MSCI INDIA SM CP7,138$545.7K<0.1%–
SPDR Series Trust78464A151SST SPDR BLOOMBE19,164$543.5K<0.1%–
First Tr Exchng Traded FD VI33740U869FT VEST INT JUNE23,229$501.5K<0.1%–
First Tr Exchng Traded FD VI33740F656FT VEST INTE21,749$490.9K<0.1%–
iShares Tr464288851US OIL GS EX ETF5,456$489.1K<0.1%–
SSentinelOne, Inc.CL A22,020$488.9K<0.1%History
Neos ETF Trust Nasdaq 100 HDGD78433H667ETF18,649$486.0K<0.1%–
First Tr Exchng Traded FD VI33740F649FT VEST NAS17,612$485.0K<0.1%–
CAVACava Group, Inc.COM4,073$459.4K<0.1%History
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF17,191$449.7K<0.1%–
SPDR Series Trust78464A664ST LON TREAS ETF16,235$425.2K<0.1%–
LZLegalzoom.com, Inc.COM56,265$422.6K<0.1%History
CRMDCorMedix Inc.COM51,600$418.0K<0.1%History
APAMArtisan Partners Asset Management Inc.CL A9,520$409.8K<0.1%History
HWKNHawkins IncCOM3,198$392.3K<0.1%History
iShares Tr464288562RESIDENTIAL MULT4,823$390.7K<0.1%–
BMIBadger Meter IncCOM1,771$375.7K<0.1%History
PEGAPegasystems IncCOM4,005$373.3K<0.1%History
EPREpr PropertiesCOM SH BEN INT8,032$355.7K<0.1%History
CRUSCirrus Logic, Inc.Stock3,546$353.1K<0.1%History
WMSAdvanced Drainage Systems, Inc.COM3,050$352.6K<0.1%History
SBLKStar Bulk Carriers Corp.SHS PAR23,526$351.7K<0.1%History
CNQCanadian Natural Resources LtdCOM10,913$336.9K<0.1%History
First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500ETF9,775$331.7K<0.1%–
First Tr Exchng Traded FD VI33740F557FT VEST NAS11,795$330.6K<0.1%–
Dimensional ETF Trust25434V617WORLD EQUITY ETF5,066$316.4K<0.1%–
Simplify Exchange Traded Fun82889N632ENHANCED INM ETF13,686$315.1K<0.1%–
iShares Tr464287275GBL COMM SVC ETF3,258$315.0K<0.1%–
Sprott FDS Tr85208P808JUNIOR URANIUM16,617$308.7K<0.1%–
Invesco Exch TRD SLF Idx FD46138J510BULSHS 2026 MUNI13,022$306.9K<0.1%–
LPSNLiveperson IncCOM201,788$306.7K<0.1%History
ATRAptargroup, Inc.Stock1,928$302.9K<0.1%History
PRSUPursuit Attractions & Hospitality, Inc.COM6,963$296.0K<0.1%History
NOAHNoah Holdings LtdSPON ADS25,205$295.2K<0.1%History
Vanguard Admiral FDS Inc921932794SMLCP 600 GRTH2,450$285.0K<0.1%–
RCIRogers Communications IncCL B8,950$275.0K<0.1%History
iShares Inc464286772MSCI STH KOR ETF5,374$273.5K<0.1%–
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ5,071$271.6K<0.1%–
ACIAlbertsons Companies, Inc.COMMON STOCK13,807$271.2K<0.1%History
BWABorgwarner IncCOM8,515$270.7K<0.1%History
CYTKCytokinetics IncCOM NEW5,739$270.0K<0.1%History
Barrick Gold Corp067901108COM17,400$269.7K<0.1%–
First Tr Exchange-Traded Alp33735B108COM SHS2,236$258.7K<0.1%–
JEFJefferies Financial Group Inc.COM3,298$258.6K<0.1%History
Vanguard Materials ETF92204A801ETF1,366$256.5K<0.1%–
Invesco Exch Traded FD Tr II46138G615INVESCO PHLX SM6,540$256.5K<0.1%–
Ea Series Trust02072L698STRIVE EMERGING9,124$251.6K<0.1%–
OROR Royalties Inc.COM13,826$250.3K<0.1%History
CROXCrocs, Inc.COM2,260$247.5K<0.1%History
Invesco Exch TRD SLF Idx FD46138J494BULSHS 2027 MUNI10,049$237.2K<0.1%–
VanEck ETF Trust92189H409HIGH YLD MUNIETF4,504$233.8K<0.1%–
iShares Tr46438G596US MANUFACTURING9,359$231.6K<0.1%–
COKECoca-Cola Consolidated, Inc.COM181$228.1K<0.1%History
Invesco Exch Traded FD Tr II46138E370S&P 500 HB ETF2,491$220.8K<0.1%–
Invesco Exchange Traded FD T46137V852DORSEY WRIGHT HE5,504$220.4K<0.1%–
RJFRaymond James Financial IncCOM1,417$220.1K<0.1%History
FETHFidelity Ethereum FundSHS6,560$219.2K<0.1%History
iShares Tr46435U218ESG MSCI LEADR2,127$219.2K<0.1%–