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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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