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
$0
$70 Million 11.73% of portfolio
973,231
Q4 2024 Added 8.28%
$0
$41.4 Million 6.94% of portfolio
866,305
Q4 2024 Added 47.88%
$0
$32.4 Million 5.44% of portfolio
1,163,818
Q4 2024 Added 325.48%
$0
$29.3 Million 4.91% of portfolio
173,160
Q4 2024 Reduced 33.23%
$0
$28.1 Million 4.71% of portfolio
68,513
Q4 2024 Added 1.76%
$0
$21.9 Million 3.67% of portfolio
839,516
Q4 2024 Added 233.56%
$0
$21.9 Million 3.67% of portfolio
497,437
Q4 2024 Added 19.64%
$0
$16.3 Million 2.72% of portfolio
331,382
Q4 2024 Added 64.81%
$140B
$14.6 Million 2.45% of portfolio
158,325
Q4 2024 Added 0.23%
$3.97T
$13.8 Million 2.32% of portfolio
55,284
Q4 2024 Added 0.17%
$0
$12.6 Million 2.11% of portfolio
141,212
Q4 2024 Added 53.69%
$0
$12.1 Million 2.03% of portfolio
154,117
Q4 2024 Reduced 4.89%
$0
$12 Million 2.0% of portfolio
185,511
Q4 2024 Added 18.52%
$0
$11.9 Million 2.0% of portfolio
109,594
Q4 2024 Added 3.76%
$316B
$11.4 Million 1.92% of portfolio
85,101
Q4 2024 Added 3,016.11%
$0
$10.9 Million 1.82% of portfolio
107,064
Q4 2024 Reduced 9.95%
$85.2B
$9.33 Million 1.56% of portfolio
98,728
Q4 2024 Added 43.97%
$0
$7.42 Million 1.24% of portfolio
98,111
Q4 2024 Reduced 3.97%
$0
$7.35 Million 1.23% of portfolio
54,292
Q4 2024 Added 290.9%
$1.08T
$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%
$0
$6.3 Million 1.06% of portfolio
117,488
Q4 2024 Added 20.98%
$0
$5.97 Million 1.0% of portfolio
67,017
Q4 2024 Added 55.67%
$130B
$5.3 Million 0.89% of portfolio
18,121
Q4 2024 Added 19.67%
$54.4B
$5.18 Million 0.87% of portfolio
36,974
Q4 2024 Added 262.49%
$30.4B
$5.13 Million 0.86% of portfolio
27,538
Q4 2024 Reduced 8.36%
$0
$4.85 Million 0.81% of portfolio
17,313
Q4 2024 Added 7.55%
$90.1B
$4.75 Million 0.8% of portfolio
8,341
Q4 2024 Added 2.36%
$6.73B
$4.76 Million 0.8% of portfolio
90,066
Q4 2024 New
$56.3B
$4.73 Million 0.79% of portfolio
26,010
Q4 2024 New
$12.2B
$4.65 Million 0.78% of portfolio
45,000
Q4 2024 Added 1,745.78%
$33.5B
$4.58 Million 0.77% of portfolio
38,703
Q4 2024 Added 4.8%
$35.3B
$4.36 Million 0.73% of portfolio
133,712
Q4 2024 Added 11.3%
$25.3B
$4.33 Million 0.73% of portfolio
20,905
Q4 2024 Added 32.81%
$1.48T
$4.18 Million 0.7% of portfolio
7,094
Q4 2024 Added 125.28%
$16.6B
$3.95 Million 0.66% of portfolio
9,408
Q4 2024 Added 931.58%
$43.3B
$3.71 Million 0.62% of portfolio
17,983
Q4 2024 New
$19.4B
$3.66 Million 0.61% of portfolio
33,071
Q4 2024 Added 15.75%
$84.6B
$3.32 Million 0.56% of portfolio
2,797
Q4 2024 Reduced 34.44%
$0
$3.21 Million 0.54% of portfolio
76,662
Q4 2024 Reduced 2.58%
$17.9B
$3.19 Million 0.53% of portfolio
10,965
Q4 2024 New
$0
$3.05 Million 0.51% of portfolio
5,200
Q4 2024 Added 0.46%
$0
$2.81 Million 0.47% of portfolio
14,179
Q4 2024 Added 9.24%
$56.5B
$2.68 Million 0.45% of portfolio
20,384
Q4 2024 New
$142B
$2.67 Million 0.45% of portfolio
16,413
Q4 2024 Added 258.13%
$30.8B
$2.5 Million 0.42% of portfolio
15,571
Q4 2024 Added 936.68%
$103B
$2.33 Million 0.39% of portfolio
3,690
Q4 2024 New
$2.97T
$2.3 Million 0.39% of portfolio
5,454
Q4 2024 Reduced 19.52%
$9.19B
$2.2 Million 0.37% of portfolio
67,305
Q4 2024 New

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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