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Advisory Services Network, LLC

SEC CIK
0001573876
Latest filing
Aug 12, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 18, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
4,516
+2,774 vs. Q2 2025
Portfolio value
$6.82B
+$605.5M (+9.7%) vs. Q2 2025
Filed
Nov 18, 2025
SEC
Holdings of Advisory Services Network, LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock1,285,779$239.9M3.5%+16,404+1.3%AddedHistory
AAPLApple Inc.Stock892,038$227.1M3.3%+8,210+0.9%AddedHistory
MSFTMicrosoft CorpStock279,855$145.0M2.1%+3,071+1.1%AddedHistory
WMTWalmart Inc.Stock1,277,269$131.6M1.9%−3,560−0.3%ReducedHistory
iShares Core S&P 500 ETF464287200ETF192,842$129.1M1.9%+20,455+11.9%Added–
AMZNAmazon Com IncStock525,584$115.4M1.7%+13,380+2.6%AddedHistory
SPYSPDR S&P 500 ETF TrustETF173,122$115.3M1.7%+2,982+1.8%AddedHistory
Invesco QQQ Trust Series I46090E103ETF163,703$98.3M1.4%−3,350−2.0%Reduced–
AVGOBroadcom Inc.Stock233,057$76.9M1.1%−2,627−1.1%ReducedHistory
GOOGLAlphabet Inc.Stock257,829$62.7M0.9%−2,593−1.0%ReducedHistory
METAMeta Platforms, Inc.Stock81,345$59.7M0.9%+1,936+2.4%AddedHistory
JPMJPMorgan Chase & CoStock173,887$54.8M0.8%−2,281−1.3%ReducedHistory
PLTRPalantir Technologies Inc.Stock271,248$49.5M0.7%−12,472−4.4%ReducedHistory
TSLATesla, Inc.Stock109,174$48.6M0.7%+4,065+3.9%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF132,758$43.6M0.6%+8,635+7.0%Added–
Zacks Trust98888G105EARNGS CONSTANT1,269,927$42.7M0.6%+42,427+3.5%Added–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF463,846$42.6M0.6%−92,560−16.6%Reduced–
ETF Ser Solutions26922A222APTUS COLLRD INV967,339$42.0M0.6%+76,505+8.6%Added–
LLYEli Lilly & CoStock50,933$38.9M0.6%+2,370+4.9%AddedHistory
Vanguard Morningstar Value ETF922908744ETF196,586$36.7M0.5%+30,479+18.3%Added–
GLDSPDR Gold TrustETF102,958$36.6M0.5%−2,238−2.1%ReducedHistory
GOOGAlphabet Inc.Stock146,168$35.6M0.5%−1,889−1.3%ReducedHistory
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF307,504$34.0M0.5%+17,625+6.1%Added–
Vanguard Morningstar Growth ETF922908736ETF67,419$32.3M0.5%+540+0.8%Added–
BRK.BBerkshire Hathaway IncStock63,534$31.9M0.5%−1,179−1.8%ReducedHistory
Vanguard S&P 500 ETF922908363ETF52,035$31.9M0.5%+1,441+2.8%Added–
iShares Core S&P Small Cap ETF464287804ETF265,159$31.5M0.5%+11,867+4.7%Added–
iShares Tr464287150CORE S&P TTL STK206,779$30.1M0.4%−1,862−0.9%Reduced–
ABBVAbbVie Inc.Stock125,303$29.0M0.4%−11,778−8.6%ReducedHistory
iShares Tr46436E7180-3 MTH TREASURY278,703$28.1M0.4%+15,625+5.9%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF99,397$28.0M0.4%−5,844−5.6%Reduced–
XOMExxonMobil Holdings CorpCOM246,493$27.8M0.4%+4,442+1.8%AddedHistory
ORCLOracle CorpStock98,143$27.6M0.4%−17,845−15.4%ReducedHistory
ANETArista Networks, Inc.Stock179,847$26.2M0.4%+3,661+2.1%AddedHistory
iShares Tr4642874571 3 YR TREAS BD315,090$26.1M0.4%−12,975−4.0%Reduced–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT136,641$25.9M0.4%+20,155+17.3%Added–
NFLXNetflix IncStock21,506$25.8M0.4%+2,744+14.6%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR91,243$25.5M0.4%−118−0.1%ReducedHistory
MAMastercard IncStock44,021$25.0M0.4%+100.0%AddedHistory
COSTCostco Wholesale CorpStock26,388$24.4M0.4%−201−0.8%ReducedHistory
CVXChevron CorpStock156,393$24.3M0.4%+10,932+7.5%AddedHistory
First Trust Dow Jones Internet Index Fund33733E302ETF85,093$23.8M0.3%−1,018−1.2%Reduced–
HDHome Depot, Inc.Stock57,836$23.4M0.3%+408+0.7%AddedHistory
VVisa Inc.Stock67,722$23.1M0.3%+3,576+5.6%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF378,293$22.7M0.3%+5,610+1.5%Added–
LRCXLam Research CorpStock167,082$22.4M0.3%+4,736+2.9%AddedHistory
ETF Ser Solutions26922A388APTUS DEFINED763,316$22.0M0.3%+97,507+14.6%Added–
iShares Core High Dividend ETF46429B663ETF175,123$21.4M0.3%+33,503+23.7%Added–
First Trust Financials Alphadex Fund33734X135ETF348,077$20.7M0.3%−2,985−0.9%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF316,659$20.7M0.3%+1,978+0.6%Added–
CRWDCrowdStrike Holdings, Inc.Stock42,087$20.6M0.3%+204+0.5%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF205,712$20.6M0.3%−13,736−6.3%Reduced–
First Tr Exchange-Traded FD33734X184UTILITIES ALPH452,361$20.6M0.3%−3,008−0.7%Reduced–
First Tr Exchange-Traded FD33734X150INDLS PROD DUR255,577$20.0M0.3%−2,147−0.8%Reduced–
TPLTexas Pacific Land CorpStock21,260$19.8M0.3%+58+0.3%AddedHistory
iShares Tr464288760US AER DEF ETF94,747$19.8M0.3%+17,565+22.8%Added–
IBMInternational Business Machines CorpStock69,583$19.6M0.3%+2,974+4.5%AddedHistory
UNHUnitedHealth Group IncStock56,700$19.6M0.3%+1,049+1.9%AddedHistory
CATCaterpillar IncStock40,552$19.3M0.3%+444+1.1%AddedHistory
CSCOCisco Systems, Inc.Stock279,327$19.1M0.3%+5,767+2.1%AddedHistory
GEVGE Vernova Inc.Stock29,815$18.3M0.3%−764−2.5%ReducedHistory
iShares Select Dividend ETF464287168ETF128,690$18.3M0.3%+13,536+11.8%Added–
PGProcter & Gamble CoStock118,732$18.2M0.3%+3,975+3.5%AddedHistory
APPAppLovin CorpCOM CL A24,885$17.9M0.3%−1,455−5.5%ReducedHistory
Schwab US Dividend Equity ETF808524797ETF653,891$17.9M0.3%+23,513+3.7%Added–
iShares MSCI USA Momentum Factor ETF46432F396ETF68,614$17.6M0.3%+989+1.5%Added–
First Tr Exchange-Traded FD33733E401NASDAQ 100 EX177,271$17.5M0.3%−369−0.2%Reduced–
iShares Tr46434V878ULTRA SHORT DUR345,149$17.5M0.3%+19,812+6.1%Added–
iShares Tr46428743220 YR TR BD ETF191,983$17.2M0.3%−5,393−2.7%Reduced–
Schwab U.S. Large-Cap Growth ETF808524300ETF536,365$17.1M0.3%+50,616+10.4%Added–
iShares S&P 500 Growth ETF464287309ETF140,903$17.0M0.2%+1,442+1.0%Added–
AMDAdvanced Micro Devices IncStock104,370$16.9M0.2%+15,233+17.1%AddedHistory
iShares S&P 500 Value ETF464287408ETF79,626$16.4M0.2%+2,589+3.4%Added–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM287,900$16.4M0.2%−2,447−0.8%Reduced–
VZVerizon Communications IncStock373,429$16.4M0.2%+10,890+3.0%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF243,710$16.1M0.2%+38,434+18.7%Added–
GEGeneral Electric CoStock53,004$15.9M0.2%+677+1.3%AddedHistory
JNJJohnson & JohnsonStock84,239$15.6M0.2%−1,599−1.9%ReducedHistory
iShares Tr464288786U.S. INSRNCE ETF116,213$15.6M0.2%+9,617+9.0%Added–
Vanguard Malvern FDS922020805STRM INFPROIDX300,957$15.2M0.2%+101,064+50.6%Added–
IAUiShares Gold TrustETF207,238$15.1M0.2%+35,018+20.3%AddedHistory
iShares Tr464288794US BR DEL SE ETF85,127$15.1M0.2%+432+0.5%Added–
J P Morgan Exchange Traded F46641Q373BETABUILDERS I210,497$14.8M0.2%+23,578+12.6%Added–
PMPhilip Morris International Inc.Stock90,806$14.7M0.2%+9,224+11.3%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF67,822$14.6M0.2%−557−0.8%Reduced–
MCDMcDonalds CorpStock47,971$14.6M0.2%+927+2.0%AddedHistory
LMTLockheed Martin CorpStock28,453$14.2M0.2%+139+0.5%AddedHistory
Fidelity MSCI Information Technology Index ETF316092808ETF63,203$14.0M0.2%−1,922−3.0%Reduced–
iShares Russell 2000 ETF464287655ETF57,804$14.0M0.2%+6,499+12.7%Added–
TJXTJX Companies IncStock96,498$13.9M0.2%−1,412−1.4%ReducedHistory
iShares Tr464287515EXPANDED TECH121,083$13.9M0.2%+3,782+3.2%Added–
MARMarriott International IncStock53,208$13.9M0.2%−1,080−2.0%ReducedHistory
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF446,824$13.5M0.2%+19,789+4.6%Added–
KLACKLA CorpCOM NEW12,502$13.5M0.2%−20−0.2%ReducedHistory
NEENextera Energy IncStock178,031$13.4M0.2%−253−0.1%ReducedHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF171,320$13.4M0.2%−966−0.6%Reduced–
Vanguard Morningstar Small-Cap Value ETF922908611ETF64,069$13.4M0.2%+1,761+2.8%Added–
Vanguard Information Technology ETF92204A702ETF17,833$13.3M0.2%+379+2.2%Added–
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF203,490$13.2M0.2%−11,898−5.5%Reduced–
iShares Core MSCI Eafe ETF46432F842ETF151,398$13.2M0.2%−20,497−11.9%Reduced–

Sold out since Q2 2025 (13)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Advisory Services Network, LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
Direxion Shs ETF Tr25461A205DAILY NFLX BEAR123,141$1.78M<0.1%–
STRSitio Royalties Corp.CLASS A COM80,602$1.46M<0.1%History
First Tr Exchng Traded FD VI33740U836FT VEST NAS32,559$980.7K<0.1%–
Direxion Shs ETF Tr25461A700DAILY NVDA BEAR209,382$868.9K<0.1%–
Chiron Real Estate Inc.37954A204COM NEW125,301$837.0K<0.1%–
GTESGates Industrial Corp Ltd.ORD SHS32,722$811.5K<0.1%History
ProShares Tr74347G184SHORT BITCOIN ET42,903$778.7K<0.1%–
Direxion Shs ETF Tr25461A502DAILY AMZN BR 1X72,488$747.4K<0.1%–
Direxion Shs ETF Tr25461A403DAILY MSFT BR 1X66,323$697.1K<0.1%–
CXCemex SAB de CVSPON ADR NEW55,205$480.3K<0.1%History
Global X FDS37950E259GB MSCI AR ETF3,450$285.4K<0.1%–
WBAWalgreens Boots Alliance, Inc.COM18,477$215.1K<0.1%History
Paramount Global92556H206CL B10,276$129.2K<0.1%–