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

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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