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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$54.1B
$2.18 Million 0.37% of portfolio
10,501
Q4 2024 New
$130B
$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
$307B
$2.05 Million 0.34% of portfolio
14,147
Q4 2024 Added 9.38%
$79.2B
$1.9 Million 0.32% of portfolio
8,212
Q4 2024 Added 493.35%
$2.02T
$1.78 Million 0.3% of portfolio
8,100
Q4 2024 Added 13.84%
$457B
$1.75 Million 0.29% of portfolio
3,451
Q4 2024 Added 28.86%
$0
$1.72 Million 0.29% of portfolio
19,091
Q4 2024 Reduced 1.08%
$29.6B
$1.69 Million 0.28% of portfolio
29,512
Q4 2024 New
$42.8B
$1.45 Million 0.24% of portfolio
19,589
Q4 2024 Added 21.31%
$7.9B
$1.42 Million 0.24% of portfolio
20,736
Q4 2024 Added 278.39%
$789B
$1.38 Million 0.23% of portfolio
3,424
Q4 2024 Reduced 6.27%
$0
$1.4 Million 0.23% of portfolio
23,676
Q4 2024 Reduced 91.54%
$191B
$1.36 Million 0.23% of portfolio
11,733
Q4 2024 Reduced 8.41%
$398B
$1.13 Million 0.19% of portfolio
6,769
Q4 2024 Reduced 17.0%
$0
$1.15 Million 0.19% of portfolio
1,952
Q4 2024 Added 33.33%
$103B
$1.1 Million 0.18% of portfolio
10,423
Q4 2024 Reduced 2.56%
$15.9B
$1.05 Million 0.18% of portfolio
14,494
Q4 2024 Reduced 16.54%
$0
$1.09 Million 0.18% of portfolio
12,453
Q4 2024 Reduced 5.08%
$988B
$1.08 Million 0.18% of portfolio
5,702
Q4 2024 Added 8.98%
$466B
$1.01 Million 0.17% of portfolio
9,431
Q4 2024 Added 64.62%
$0
$1.01 Million 0.17% of portfolio
4,189
Q4 2024 Reduced 81.72%
$43.1B
$844,000 0.14% of portfolio
11,746
Q4 2024 Added 65.0%
$360B
$860,000 0.14% of portfolio
2,213
Q4 2024 Added 3.9%
$49.8B
$779,000 0.13% of portfolio
6,362
Q4 2024 Added 191.17%
$223B
$757,000 0.13% of portfolio
3,446
Q4 2024 Added 5.87%
$0
$757,000 0.13% of portfolio
19,705
Q4 2024 New
$235B
$724,000 0.12% of portfolio
6,023
Q4 2024 Reduced 24.19%
$248B
$731,000 0.12% of portfolio
12,359
Q4 2024 Reduced 18.17%
$106B
$713,000 0.12% of portfolio
13,636
Q4 2024 Added 60.84%
$41.9B
$684,000 0.11% of portfolio
7,386
Q4 2024 Reduced 81.71%
$374B
$674,000 0.11% of portfolio
3,796
Q4 2024 Added 44.01%
$402B
$667,000 0.11% of portfolio
4,004
Q4 2024 New
$163B
$639,000 0.11% of portfolio
5,294
Q4 2024 Added 13.56%
$232B
$637,000 0.11% of portfolio
7,056
Q4 2024 Added 248.62%
$409B
$582,000 0.1% of portfolio
654
Q4 2024 Reduced 90.78%
$122B
$606,000 0.1% of portfolio
1,249
Q4 2024 Reduced 39.57%
$5.82B
$567,000 0.1% of portfolio
8,057
Q4 2024 Added 35.25%
$0
$612,000 0.1% of portfolio
1,198
Q4 2024 Added 43.13%
$45.4B
$625,000 0.1% of portfolio
1,793
Q4 2024 Added 27.43%
$0
$618,000 0.1% of portfolio
3,396
Q4 2024 Added 20.6%
$16.1B
$597,000 0.1% of portfolio
6,961
Q4 2024 Added 20.27%
$221B
$515,000 0.09% of portfolio
1,778
Q4 2024 Added 2.42%
$66.2B
$524,000 0.09% of portfolio
4,235
Q4 2024 Reduced 1.76%
$670B
$560,000 0.09% of portfolio
1,237
Q4 2024 Reduced 0.16%
$70.4B
$557,000 0.09% of portfolio
3,995
Q4 2024 New
$71.9B
$500,000 0.08% of portfolio
1,900
Q4 2024 Added 28.38%
$503B
$459,000 0.08% of portfolio
872
Q4 2024 Reduced 89.75%
$184B
$450,000 0.08% of portfolio
1,013
Q4 2024 Reduced 44.64%

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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