Advisory Services Network, LLC

data from 30/09/2025

Capitalization

$ 6.819 B 9.74 %

Average holding period

7 ans

Performance

$ 2.438 B 98.08 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Advisory Services Network, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 3.52% 239.901 M $ 1285779 2017/03/31 36.291 M $ 16.07 %
2025/09/30 AAPL APPLE INC 3.33% 227.140 M $ 892038 2017/03/31 43.714 M $ 23.83 %
2025/09/30 MSFT MICROSOFT CORP 2.13% 144.951 M $ 279855 2017/03/31 5.685 M $ 3.85 %
2025/09/30 WMT WALMART INC 1.93% 131.635 M $ 1277269 2017/03/31 6.763 M $ 5.39 %
2025/09/30 IVV ISHARES TR 1.89% 129.069 M $ 192842 2017/03/31 8.344 M $ 7.62 %
2025/09/30 AMZN AMAZON COM INC 1.69% 115.402 M $ 525584 2017/03/31 92.196 K $ 0.08 %
2025/09/30 SPY SPDR S&P 500 ETF TR 1.69% 115.331 M $ 173122 2017/03/31 8.223 M $ 7.65 %
2025/09/30 QQQ INVESCO QQQ TR 1.44% 98.283 M $ 163703 2018/06/30 8.140 M $ 8.62 %
2025/09/30 AVGO BROADCOM INC 1.13% 76.888 M $ 233057 2018/03/31 12.788 M $ 18.47 %
2025/09/30 GOOGL ALPHABET INC 0.92% 62.678 M $ 257829 2017/03/31 17.414 M $ 34.85 %
2025/09/30 META META PLATFORMS INC 0.88% 59.739 M $ 81345 2017/03/31 -294.607 K $ -0.48 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.80% 54.850 M $ 173887 2017/03/31 4.496 M $ 8.61 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.73% 49.481 M $ 271248 2020/12/31 13.079 M $ 29.11 %
2025/09/30 TSLA TESLA INC 0.71% 48.552 M $ 109174 2017/03/31 13.355 M $ 41.22 %
2025/09/30 VTI VANGUARD INDEX FDS 0.64% 43.567 M $ 132758 2017/03/31 3.009 M $ 7.80 %
2025/09/30 ZECP ZACKS TRUST 0.63% 42.695 M $ 1269927 2021/12/31 2.099 M $ 5.29 %
2025/09/30 BIL SPDR SERIES TRUST 0.62% 42.558 M $ 463846 2022/03/31 11.128 K $ 0.02 %
2025/09/30 ACIO ETF SER SOLUTIONS 0.62% 42.012 M $ 967339 2021/06/30 1.808 M $ 4.86 %
2025/09/30 LLY ELI LILLY & CO 0.57% 38.862 M $ 50933 2017/03/31 -802.746 K $ -2.23 %
2025/09/30 VTV VANGUARD INDEX FDS 0.54% 36.661 M $ 196586 2017/03/31 1.620 M $ 5.51 %
2025/09/30 GLD SPDR GOLD TR 0.54% 36.598 M $ 102958 2017/03/31 5.327 M $ 16.72 %
2025/09/30 GOOG ALPHABET INC 0.52% 35.599 M $ 146168 2017/03/31 9.795 M $ 34.30 %
2025/09/30 SHV ISHARES TR 0.50% 33.976 M $ 307504 2017/03/31 20.291 K $ 0.06 %
2025/09/30 VUG VANGUARD INDEX FDS 0.47% 32.335 M $ 67419 2017/03/31 2.756 M $ 9.05 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.47% 31.941 M $ 63534 2017/03/31 1.098 M $ 3.60 %
2025/09/30 VOO VANGUARD INDEX FDS 0.47% 31.865 M $ 52035 2017/03/31 2.244 M $ 7.63 %
2025/09/30 IJR ISHARES TR 0.46% 31.509 M $ 265159 2017/03/31 2.416 M $ 8.65 %
2025/09/30 ITOT ISHARES TR 0.44% 30.117 M $ 206779 2017/03/31 2.214 M $ 7.68 %
2025/09/30 ABBV ABBVIE INC 0.43% 29.012 M $ 125303 2017/03/31 6.295 M $ 24.29 %
2025/09/30 SGOV ISHARES TR 0.41% 28.065 M $ 278703 2022/06/30 2.630 K $ 0.01 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.41% 28.016 M $ 99397 2017/03/31 3.013 M $ 10.90 %
2025/09/30 XOM EXXON MOBIL CORP 0.41% 27.792 M $ 246493 2017/03/31 1.198 M $ 4.43 %
2025/09/30 ORCL ORACLE CORP 0.40% 27.602 M $ 98143 2017/03/31 7.262 M $ 24.67 %
2025/09/30 ANET ARISTA NETWORKS INC 0.38% 26.206 M $ 179847 2024/12/31 7.646 M $ 35.22 %
2025/09/30 SHY ISHARES TR 0.38% 26.140 M $ 315090 2017/03/31 32.806 K $ 0.12 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 0.38% 25.921 M $ 136641 2018/06/30 927.228 K $ 4.33 %
2025/09/30 NFLX NETFLIX INC 0.38% 25.785 M $ 21506 2017/03/31 -2.631 M $ -12.09 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.37% 25.483 M $ 91243 2017/03/31 4.824 M $ 21.85 %
2025/09/30 MA MASTERCARD INCORPORATED 0.37% 25.040 M $ 44021 2017/03/31 302.355 K $ 1.21 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.36% 24.426 M $ 26388 2017/03/31 -1.710 M $ -6.84 %
2025/09/30 CVX CHEVRON CORP NEW 0.36% 24.286 M $ 156393 2017/03/31 1.760 M $ 7.98 %
2025/09/30 FDN FIRST TR EXCHANGE-TRADED FD 0.35% 23.813 M $ 85093 2017/03/31 905.026 K $ 3.84 %
2025/09/30 HD HOME DEPOT INC 0.34% 23.434 M $ 57836 2017/03/31 2.214 M $ 10.49 %
2025/09/30 V VISA INC 0.34% 23.119 M $ 67722 2017/03/31 -876.875 K $ -3.96 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.33% 22.667 M $ 378293 2017/03/31 1.085 M $ 5.18 %
2025/09/30 LRCX LAM RESEARCH CORP 0.33% 22.372 M $ 167082 2024/12/31 5.935 M $ 38.55 %
2025/09/30 DRSK ETF SER SOLUTIONS 0.32% 22.006 M $ 763316 2021/06/30 59.922 K $ 0.32 %
2025/09/30 HDV ISHARES TR 0.31% 21.444 M $ 175123 2017/03/31 747.753 K $ 4.46 %
2025/09/30 FXO FIRST TR EXCHANGE TRADED FD 0.30% 20.672 M $ 348077 2024/12/31 1.169 M $ 5.84 %
2025/09/30 IJH ISHARES TR 0.30% 20.665 M $ 316659 2017/03/31 1.020 M $ 5.14 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.30% 20.639 M $ 42087 2019/12/31 -792.845 K $ -4.16 %
2025/09/30 AGG ISHARES TR 0.30% 20.623 M $ 205712 2017/03/31 230.420 K $ 1.06 %
2025/09/30 FXU FIRST TR EXCHANGE TRADED FD 0.30% 20.560 M $ 452361 2025/03/31 1.398 M $ 6.90 %
2025/09/30 FXR FIRST TR EXCHANGE TRADED FD 0.29% 19.950 M $ 255577 2017/03/31 989.660 K $ 4.97 %
2025/09/30 TPL TEXAS PACIFIC LAND CORPORATI 0.29% 19.849 M $ 21260 2022/03/31 -2.603 M $ -12.68 %
2025/09/30 ITA ISHARES TR 0.29% 19.827 M $ 94747 2017/03/31 1.591 M $ 10.49 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.29% 19.633 M $ 69583 2017/03/31 -840.605 K $ -4.99 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.29% 19.578 M $ 56700 2017/03/31 1.855 M $ 13.36 %
2025/09/30 CAT CATERPILLAR INC 0.28% 19.350 M $ 40552 2017/03/31 3.567 M $ 20.30 %
2025/09/30 CSCO CISCO SYS INC 0.28% 19.111 M $ 279327 2017/03/31 -262.617 K $ -1.41 %
2025/09/30 GEV GE VERNOVA INC 0.27% 18.333 M $ 29815 2024/06/30 2.622 M $ 12.99 %
2025/09/30 DVY ISHARES TR 0.27% 18.287 M $ 128690 2017/03/31 1.070 M $ 6.88 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.27% 18.243 M $ 118732 2017/03/31 -650.672 K $ -3.77 %
2025/09/30 APP APPLOVIN CORP 0.26% 17.881 M $ 24885 2023/12/31 9.705 M $ 94.31 %
2025/09/30 SCHD SCHWAB STRATEGIC TR 0.26% 17.851 M $ 653891 2017/06/30 504.302 K $ 3.02 %
2025/09/30 MTUM ISHARES TR 0.26% 17.596 M $ 68614 2017/03/31 1.091 M $ 6.69 %
2025/09/30 QQXT FIRST TR EXCHANGE-TRADED FD 0.26% 17.538 M $ 177271 2025/06/30 23.093 K $ 0.13 %
2025/09/30 ICSH ISHARES TR 0.26% 17.516 M $ 345149 2019/12/31 13.013 K $ 0.08 %
2025/09/30 TLT ISHARES TR 0.25% 17.157 M $ 191983 2017/03/31 221.061 K $ 1.29 %
2025/09/30 SCHG SCHWAB STRATEGIC TR 0.25% 17.115 M $ 536365 2017/03/31 1.312 M $ 8.93 %
2025/09/30 IVW ISHARES TR 0.25% 17.010 M $ 140903 2017/03/31 1.481 M $ 9.32 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.25% 16.886 M $ 104370 2017/03/31 1.773 M $ 11.28 %
2025/09/30 IVE ISHARES TR 0.24% 16.444 M $ 79626 2017/03/31 854.340 K $ 5.63 %
2025/09/30 JEPI J P MORGAN EXCHANGE TRADED F 0.24% 16.439 M $ 287900 2021/06/30 72.586 K $ 0.44 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.24% 16.412 M $ 373429 2017/03/31 246.526 K $ 1.59 %
2025/09/30 IEMG ISHARES INC 0.24% 16.065 M $ 243710 2017/03/31 1.209 M $ 9.76 %
2025/09/30 GE GE AEROSPACE 0.23% 15.945 M $ 53004 2021/06/30 2.273 M $ 16.02 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.23% 15.620 M $ 84239 2017/03/31 2.804 M $ 19.83 %
2025/09/30 IAK ISHARES TR 0.23% 15.576 M $ 116213 2022/06/30 -45.836 K $ -0.34 %
2025/09/30 VTIP VANGUARD MALVERN FDS 0.22% 15.237 M $ 300957 2017/03/31 71.961 K $ 0.72 %
2025/09/30 IAU ISHARES GOLD TR 0.22% 15.081 M $ 207238 2021/06/30 1.793 M $ 16.79 %
2025/09/30 IAI ISHARES TR 0.22% 15.057 M $ 85127 2024/12/31 655.539 K $ 4.41 %
2025/09/30 BBIN J P MORGAN EXCHANGE TRADED F 0.22% 14.762 M $ 210497 2023/12/31 491.596 K $ 3.98 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.22% 14.729 M $ 90806 2017/03/31 -1.626 M $ -12.15 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.21% 14.635 M $ 67822 2017/03/31 760.374 K $ 5.40 %
2025/09/30 MCD MCDONALDS CORP 0.21% 14.578 M $ 47971 2017/03/31 551.355 K $ 3.91 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.21% 14.204 M $ 28453 2017/03/31 1.021 M $ 8.57 %
2025/09/30 FTEC FIDELITY COVINGTON TRUST 0.21% 14.042 M $ 63203 2017/03/31 1.625 M $ 12.13 %
2025/09/30 IWM ISHARES TR 0.21% 13.986 M $ 57804 2017/03/31 1.343 M $ 11.93 %
2025/09/30 TJX TJX COS INC NEW 0.20% 13.948 M $ 96498 2017/03/31 2.061 M $ 16.90 %
2025/09/30 IGV ISHARES TR 0.20% 13.926 M $ 121083 2017/12/31 646.328 K $ 4.93 %
2025/09/30 MAR MARRIOTT INTL INC NEW 0.20% 13.858 M $ 53208 2017/03/31 -693.257 K $ -4.84 %
2025/09/30 SPSB SPDR SERIES TRUST 0.20% 13.534 M $ 446824 2017/03/31 42.703 K $ 0.33 %
2025/09/30 KLAC KLA CORP 0.20% 13.484 M $ 12502 2017/03/31 2.290 M $ 20.80 %
2025/09/30 NEE NEXTERA ENERGY INC 0.20% 13.439 M $ 178031 2017/03/31 1.082 M $ 8.54 %
2025/09/30 SPLG SPDR SERIES TRUST 0.20% 13.421 M $ 171320 2018/06/30 973.415 K $ 7.60 %
2025/09/30 VBR VANGUARD INDEX FDS 0.20% 13.372 M $ 64069 2017/03/31 853.619 K $ 6.91 %
2025/09/30 VGT VANGUARD WORLD FD 0.20% 13.315 M $ 17833 2017/03/31 1.455 M $ 12.07 %
2025/09/30 HELO J P MORGAN EXCHANGE TRADED F 0.19% 13.227 M $ 203490 2024/06/30 521.238 K $ 3.82 %
2025/09/30 IEFA ISHARES TR 0.19% 13.219 M $ 151398 2017/03/31 658.357 K $ 4.68 %