Financial Advisors Network, Inc. Portfolio Holdings

Financial Advisors Network, Inc.

  • $596 Million
  • Q4 2024

Financial Advisors Network, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $596 Million distributed in 188 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 $70M, Vanguard Ftse Developed Market with a value of $41.4M, Schwab Strategic Tr Us Large C with a value of $32.4M, Vanguard Value ETF with a value of $29.3M, and Vanguard Growth ETF with a value of $28.1M.

Examining the 13F form we can see an increase of $100M in the current position value, from $496M to 596M.

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

Portfolio value $596 Million
ETFs: $384 Million
Technology: $84 Million
Healthcare: $37 Million
Industrials: $27.7 Million
Consumer Cyclical: $27.6 Million
Communication Services: $16.1 Million
Consumer Defensive: $5.37 Million
Energy: $4.99 Million
Other: $9.23 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$130B
$14.6 Million 2.45% of portfolio
158,325
Q4 2024 Added 0.23%
$3.93T
$13.8 Million 2.32% of portfolio
55,284
Q4 2024 Added 0.17%
$346B
$11.4 Million 1.92% of portfolio
85,101
Q4 2024 Added 3,016.11%
$88B
$9.33 Million 1.56% of portfolio
98,728
Q4 2024 Added 43.97%
$1.14T
$7.05 Million 1.18% of portfolio
37,036
Q4 2024 Added 131.81%
$53.1B
$6.41 Million 1.07% of portfolio
26,082
Q4 2024 Added 38.58%
$128B
$5.3 Million 0.89% of portfolio
18,121
Q4 2024 Added 19.67%
$53.1B
$5.18 Million 0.87% of portfolio
36,974
Q4 2024 Added 262.49%
$30.8B
$5.13 Million 0.86% of portfolio
27,538
Q4 2024 Reduced 8.36%
$85.3B
$4.75 Million 0.8% of portfolio
8,341
Q4 2024 Added 2.36%
$7.24B
$4.76 Million 0.8% of portfolio
90,066
Q4 2024 New
$59.9B
$4.73 Million 0.79% of portfolio
26,010
Q4 2024 New
$12.3B
$4.65 Million 0.78% of portfolio
45,000
Q4 2024 Added 1,745.78%
$33.1B
$4.58 Million 0.77% of portfolio
38,703
Q4 2024 Added 4.8%
$34.8B
$4.36 Million 0.73% of portfolio
133,712
Q4 2024 Added 11.3%
$24.3B
$4.33 Million 0.73% of portfolio
20,905
Q4 2024 Added 32.81%
$16.9B
$3.95 Million 0.66% of portfolio
9,408
Q4 2024 Added 931.58%
$40.8B
$3.71 Million 0.62% of portfolio
17,983
Q4 2024 New
$18.6B
$3.66 Million 0.61% of portfolio
33,071
Q4 2024 Added 15.75%
$82.8B
$3.32 Million 0.56% of portfolio
2,797
Q4 2024 Reduced 34.44%
$15.9B
$3.19 Million 0.53% of portfolio
10,965
Q4 2024 New
$64.4B
$2.68 Million 0.45% of portfolio
20,384
Q4 2024 New
$146B
$2.67 Million 0.45% of portfolio
16,413
Q4 2024 Added 258.13%
$32.8B
$2.5 Million 0.42% of portfolio
15,571
Q4 2024 Added 936.68%
$106B
$2.33 Million 0.39% of portfolio
3,690
Q4 2024 New
$3.04T
$2.3 Million 0.39% of portfolio
5,454
Q4 2024 Reduced 19.52%
$9.82B
$2.2 Million 0.37% of portfolio
67,305
Q4 2024 New
$58.9B
$2.18 Million 0.37% of portfolio
10,501
Q4 2024 New
$118B
$2.22 Million 0.37% of portfolio
5,518
Q4 2024 New
$14.3B
$2.1 Million 0.35% of portfolio
97,933
Q4 2024 New
$304B
$2.05 Million 0.34% of portfolio
14,147
Q4 2024 Added 9.38%
$94.4B
$1.9 Million 0.32% of portfolio
8,212
Q4 2024 Added 493.35%
$2.33T
$1.78 Million 0.3% of portfolio
8,100
Q4 2024 Added 13.84%
$490B
$1.75 Million 0.29% of portfolio
3,451
Q4 2024 Added 28.86%
$30.8B
$1.69 Million 0.28% of portfolio
29,512
Q4 2024 New
$47.1B
$1.45 Million 0.24% of portfolio
19,589
Q4 2024 Added 21.31%
$8.69B
$1.42 Million 0.24% of portfolio
20,736
Q4 2024 Added 278.39%
$1.12T
$1.38 Million 0.23% of portfolio
3,424
Q4 2024 Reduced 6.27%
$180B
$1.36 Million 0.23% of portfolio
11,733
Q4 2024 Reduced 8.41%
$386B
$1.13 Million 0.19% of portfolio
6,769
Q4 2024 Reduced 17.0%
$112B
$1.1 Million 0.18% of portfolio
10,423
Q4 2024 Reduced 2.56%
$17.7B
$1.05 Million 0.18% of portfolio
14,494
Q4 2024 Reduced 16.54%
$1.11T
$1.08 Million 0.18% of portfolio
5,702
Q4 2024 Added 8.98%
$451B
$1.01 Million 0.17% of portfolio
9,431
Q4 2024 Added 64.62%
$42.8B
$844,000 0.14% of portfolio
11,746
Q4 2024 Added 65.0%
$419B
$860,000 0.14% of portfolio
2,213
Q4 2024 Added 3.9%
$52.2B
$779,000 0.13% of portfolio
6,362
Q4 2024 Added 191.17%
$234B
$757,000 0.13% of portfolio
3,446
Q4 2024 Added 5.87%
$233B
$724,000 0.12% of portfolio
6,023
Q4 2024 Reduced 24.19%

Summary

  • Portfolio
  • No. of Stocks 188
  • Current Value $596 Million
  • Prior Value $496 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 46 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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