Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISORNET FINANCIAL INC | 04-12-2024 | 03-31-2024 | 2046 | 1,040,011,309 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CATERPILLAR INC COM | Stock | 251 | $858,566 | 2,343 | 0.00 | 0.00 | -966 | -29.19 | 03-31-2024 |
| SCHWAB FUNDAMENTAL US BROAD MARKET INDEX ETF | ETF | 252 | $857,274 | 12,938 | 0.00 | 0.00 | 611 | 4.96 | 03-31-2024 |
| ALTRIA GROUP INC COM | Stock | 253 | $853,946 | 19,577 | 0.00 | 0.00 | -5,849 | -23.00 | 03-31-2024 |
| VANECK SEMICONDUCTOR ETF | ETF | 254 | $853,776 | 3,795 | 0.00 | 0.00 | -55 | -1.43 | 03-31-2024 |
