$688 Million is the total value of Advisory Services Network, LLC's 2271 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR CORE US AGGBD ET | 44 | Q2 2024 | 8.7% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 44 | Q2 2024 | 6.0% |
| MICROSOFT CORP COM | 44 | Q2 2024 | 2.4% |
| ISHARES TR | 44 | Q2 2024 | 7.2% |
| EXXON MOBIL CORP COM | 44 | Q2 2024 | 2.9% |
| ISHARES TR S&P 1500 INDEX FD | 44 | Q2 2024 | 1.9% |
| JOHNSON & JOHNSON COM | 44 | Q2 2024 | 1.3% |
| SPDR DOW JONES INDUSTRIAL ETF | 44 | Q2 2024 | 3.9% |
| ISHARES TR | 44 | Q2 2024 | 3.9% |
| ISHARES TR | 44 | Q2 2024 | 2.0% |
View Advisory Services Network, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-13 |
| N-PX | 2024-08-13 |
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-17 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-02 |
View Advisory Services Network, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.