Financial Advisors Network, Inc. Portfolio Holdings

Financial Advisors Network, Inc.

  • $496 Million
  • Q4 2023

Financial Advisors Network, Inc. has filed its 13F form on February 09, 2024 for Q4 2023 where it was disclosed a total value porftolio of $496 Million distributed in 177 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 $66.1M, Vanguard Value ETF with a value of $38.8M, Vanguard Ftse Developed Market with a value of $28.1M, Schwab Strategic Tr Us Large C with a value of $22.7M, and Vanguard Growth ETF with a value of $20.9M.

Examining the 13F form we can see an increase of $51.4M in the current position value, from $445M to 496M.

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

Portfolio value $496 Million
ETFs: $345 Million
Technology: $42.7 Million
Healthcare: $30.6 Million
Industrials: $19.8 Million
Consumer Cyclical: $15.7 Million
Basic Materials: $10.6 Million
Communication Services: $9.23 Million
Consumer Defensive: $6.95 Million
Other: $15.7 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$190M
$44,000 0.01% of portfolio
27,563
Q1 2022 New
$264M
$46,000 0.01% of portfolio
10,633
Q2 2021 New

Summary

  • Portfolio
  • No. of Stocks 177
  • Current Value $496 Million
  • Prior Value $445 Million
  • Filing
  • Period Q4 2023
  • Filing Date February 09, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 18 stocks
  • Additional Purchases 93 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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