Financial Advisors Network, Inc. Portfolio Holdings

Financial Advisors Network, Inc.

  • $600 Million
  • Q1 2025

Financial Advisors Network, Inc. has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $600 Million distributed in 184 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $83M, Vanguard Ftse Developed Market with a value of $47.3M, Vanguard Value ETF with a value of $30.5M, Schwab Strategic Tr Us Large C with a value of $29.6M, and Vanguard Growth ETF with a value of $23.2M.

Examining the 13F form we can see an increase of $3.09M in the current position value, from $596M to 600M.

Below you can find more details about Financial Advisors Network, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $600 Million
ETFs: $404 Million
Technology: $70.2 Million
Healthcare: $45.9 Million
Consumer Cyclical: $19.2 Million
Industrials: $18.5 Million
Consumer Defensive: $13.9 Million
Communication Services: $12.1 Million
Energy: $4.25 Million
Other: $11.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$83 Million 13.84% of portfolio
1,129,623
Q1 2025 Added 16.07%
$0
$47.3 Million 7.89% of portfolio
931,057
Q1 2025 Added 7.47%
$0
$30.5 Million 5.09% of portfolio
176,651
Q1 2025 Added 2.02%
$0
$29.6 Million 4.94% of portfolio
1,183,234
Q1 2025 Added 1.67%
$0
$23.2 Million 3.88% of portfolio
62,662
Q1 2025 Reduced 8.54%
$0
$23.3 Million 3.88% of portfolio
513,907
Q1 2025 Added 3.31%
$0
$23.1 Million 3.85% of portfolio
869,155
Q1 2025 Added 3.53%
$0
$18.5 Million 3.08% of portfolio
378,254
Q1 2025 Added 14.14%
$138B
$17.5 Million 2.92% of portfolio
156,016
Q1 2025 Reduced 1.46%
$0
$14.4 Million 2.4% of portfolio
158,686
Q1 2025 Added 12.37%
$3.26T
$13.8 Million 2.3% of portfolio
62,141
Q1 2025 Added 12.4%
$0
$13.6 Million 2.27% of portfolio
172,374
Q1 2025 Added 11.85%
$0
$13.4 Million 2.23% of portfolio
194,388
Q1 2025 Added 4.79%
$0
$11.1 Million 1.85% of portfolio
113,564
Q1 2025 Added 3.62%
$0
$9.77 Million 1.63% of portfolio
105,267
Q1 2025 Reduced 1.68%
$0
$9.52 Million 1.59% of portfolio
49,953
Q1 2025 Reduced 0.84%
$359B
$7.54 Million 1.26% of portfolio
69,599
Q1 2025 Reduced 18.22%
$0
$6.82 Million 1.14% of portfolio
54,793
Q1 2025 Added 0.92%
$0
$6.76 Million 1.13% of portfolio
74,618
Q1 2025 Added 11.34%
$0
$6.63 Million 1.11% of portfolio
123,620
Q1 2025 Added 5.22%
$55.3B
$5.95 Million 0.99% of portfolio
49,826
Q1 2025 Added 144.44%
$27.9B
$5.8 Million 0.97% of portfolio
32,198
Q1 2025 New
$105B
$5.35 Million 0.89% of portfolio
89,186
Q1 2025 Added 554.05%
$101B
$5.34 Million 0.89% of portfolio
7,935
Q1 2025 Reduced 4.87%
$131B
$5.26 Million 0.88% of portfolio
17,232
Q1 2025 Reduced 4.91%
$40.1B
$5.09 Million 0.85% of portfolio
36,969
Q1 2025 Reduced 4.48%
$80.1B
$5.11 Million 0.85% of portfolio
53,134
Q1 2025 Reduced 46.18%
$39.7B
$4.94 Million 0.82% of portfolio
47,908
Q1 2025 Added 548.63%
$16.1B
$4.49 Million 0.75% of portfolio
9,775
Q1 2025 Added 3.9%
$0
$4.49 Million 0.75% of portfolio
17,835
Q1 2025 Added 3.02%
$58.6B
$4.42 Million 0.74% of portfolio
25,906
Q1 2025 Reduced 0.4%
$26.4B
$3.86 Million 0.64% of portfolio
139,530
Q1 2025 Added 4.35%
$27.4B
$3.84 Million 0.64% of portfolio
3,254
Q1 2025 Added 808.94%
$45.1B
$3.44 Million 0.57% of portfolio
1,867
Q1 2025 New
$0
$3.32 Million 0.55% of portfolio
76,052
Q1 2025 Reduced 0.8%
$22.3B
$3.26 Million 0.54% of portfolio
37,138
Q1 2025 New
$1.5T
$3.1 Million 0.52% of portfolio
5,376
Q1 2025 Reduced 24.22%
$335B
$3.01 Million 0.5% of portfolio
14,354
Q1 2025 Added 278.13%
$0
$2.87 Million 0.48% of portfolio
5,134
Q1 2025 Reduced 1.27%
$0
$2.74 Million 0.46% of portfolio
14,707
Q1 2025 Added 3.72%
$40.3B
$2.77 Million 0.46% of portfolio
12,758
Q1 2025 Reduced 29.06%
$24.4B
$2.56 Million 0.43% of portfolio
11,642
Q1 2025 New
$33.2B
$2.55 Million 0.43% of portfolio
43,605
Q1 2025 New
$281B
$2.45 Million 0.41% of portfolio
14,671
Q1 2025 Added 3.7%
$36.2B
$2.42 Million 0.4% of portfolio
10,815
Q1 2025 Added 390.25%
$57.4B
$2.34 Million 0.39% of portfolio
12,325
Q1 2025 Added 17.37%
$40.9B
$2.31 Million 0.39% of portfolio
15,993
Q1 2025 New
$193B
$2.3 Million 0.38% of portfolio
6,004
Q1 2025 Added 492.69%
$206B
$2.3 Million 0.38% of portfolio
25,612
Q1 2025 Added 559.08%

Summary

  • Portfolio
  • No. of Stocks 184
  • Current Value $600 Million
  • Prior Value $596 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 28 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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