Financial Advisors Network, Inc. Purchases in Q4 2024

Financial Advisors Network, Inc.

  • $596 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
1.2K
+ 9.24%
$197.36 - $217.3 $237K - $261K
14.2K $2.81M
VTI
Vanguard Total Stock Market Et

ETFs
1.07K
+ 37.6%
$280.04 - $302.45 $300K - $325K
3.93K $1.14M
IVV
Ishares Core S&P 500 ETF

ETFs
488
+ 33.33%
$570.51 - $610.59 $278K - $298K
1.95K $1.15M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.03K
New
$338.38 - $446.21 $347K - $457K
1.03K $445K
XOM
Exxon Mobil Corp

Energy
3.7K
+ 64.62%
$105.51 - $125.37 $391K - $464K
9.43K $1.01M
SHOP
Shopify Inc.

Technology
4.08K
New
$78.14 - $119.49 $319K - $488K
4.08K $434K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
15.1K
New
$26.93 - $84.95 $406K - $1.28M
15.1K $412K
NKE
Nike, Inc.

Consumer Cyclical
5.22K
New
$73.36 - $89.13 $383K - $466K
5.22K $395K
ABC
Amerisourcebergen Corp

Healthcare
2.11K
New
N/A
2.11K $390K
FAST
Fastenal CO

Industrials
4.63K
+ 65.0%
$69.99 - $84.35 $324K - $390K
11.7K $844K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
5.39K
New
$68.25 - $75.42 $368K - $407K
5.39K $368K
AVGO
Broadcom Inc.

Technology
6.83K
+ 493.35%
$159.67 - $250.0 $1.09M - $1.71M
8.21K $1.9M
GOOGL
Alphabet Inc.

Communication Services
470
+ 8.98%
$161.86 - $196.66 $76.1K - $92.4K
5.7K $1.08M
OKE
Oneok Inc

Energy
3.44K
New
$92.28 - $117.05 $317K - $402K
3.44K $344K
UNH
Unitedhealth Group Inc

Healthcare
773
+ 28.86%
$485.52 - $625.25 $375K - $483K
3.45K $1.75M
PSA
Public Storage

Real Estate
1.06K
New
$289.33 - $360.21 $307K - $383K
1.06K $318K
WMT
Walmart Inc.

Consumer Defensive
5.03K
+ 248.62%
$79.1 - $95.7 $398K - $482K
7.06K $637K
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.79K
New
$107.06 - $123.74 $299K - $345K
2.79K $305K
ELV
Elevance Health, Inc.

Healthcare
780
New
$365.96 - $514.62 $285K - $401K
780 $288K
CMI
Cummins Inc

Industrials
386
+ 27.43%
$324.93 - $383.42 $125K - $148K
1.79K $625K
XEL
Xcel Energy Inc

Utilities
4.2K
New
$62.16 - $72.92 $261K - $306K
4.2K $283K
QQQ
Invesco Qqq Trust, Series 1

ETFs
361
+ 43.13%
$481.22 - $538.17 $174K - $194K
1.2K $612K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
628
New
$417.69 - $450.94 $262K - $283K
628 $267K
ABBV
Abb Vie Inc.

Healthcare
1.16K
+ 44.01%
$164.99 - $203.87 $191K - $236K
3.8K $674K
PLTR
Palantir Technologies Inc.

Technology
3.43K
New
$36.46 - $82.38 $125K - $282K
3.43K $259K
CMS
Cms Energy Corp

Utilities
3.83K
New
$65.76 - $71.94 $252K - $276K
3.83K $255K
MAA
Mid America Apartment Communities Inc.

Real Estate
1.64K
New
$149.17 - $165.2 $245K - $271K
1.64K $253K
KR
Kroger CO

Consumer Defensive
3.91K
New
$55.21 - $63.3 $216K - $248K
3.91K $239K
IWF
Ishares Russell 1000 Gr ETF

ETFs
580
New
$370.24 - $418.94 $215K - $243K
580 $232K
GLW
Corning Inc

Technology
4.84K
New
$44.11 - $49.76 $213K - $241K
4.84K $229K
BAC
Bank Of America Corp

Financial Services
5.2K
New
$39.22 - $47.77 $204K - $248K
5.2K $228K
IBM
International Business Machines Corp

Technology
191
+ 5.87%
$204.9 - $238.04 $39.1K - $45.5K
3.45K $757K
MAR
Marriott International Inc

Consumer Cyclical
804
New
$246.06 - $292.59 $198K - $235K
804 $224K
SYK
Stryker Corp

Healthcare
619
New
$345.14 - $392.15 $214K - $243K
619 $222K
EW
Edwards Lifesciences Corp

Healthcare
3.44K
+ 21.31%
$64.54 - $75.92 $222K - $261K
19.6K $1.45M
SPGI
S&P Global Inc.

Financial Services
428
New
$480.36 - $529.17 $206K - $226K
428 $213K
COST
Costco Wholesale Corp

Consumer Defensive
132
+ 37.18%
$873.59 - $994.69 $115K - $131K
487 $446K
TTD
Trade Desk, Inc.

Technology
1.78K
New
$108.7 - $139.51 $194K - $249K
1.78K $209K
CRM
Salesforce, Inc.

Technology
626
New
$270.87 - $367.87 $170K - $230K
626 $209K
MGK
Vanguard Mega Cap Growth ETF

ETFs
590
New
$316.94 - $357.88 $187K - $211K
590 $202K
VTRS
Viatris Inc

Healthcare
15.4K
New
$11.32 - $13.37 $175K - $206K
15.4K $192K
HST
Host Hotels & Resorts, Inc.

Real Estate
10.1K
New
$17.24 - $19.07 $174K - $192K
10.1K $176K
JPM
Jpmorgan Chase & CO

Financial Services
136
+ 7.51%
$205.18 - $250.29 $27.9K - $34K
1.95K $466K
BBY
Best Buy CO Inc

Consumer Cyclical
1.17K
+ 20.27%
$85.2 - $101.35 $99.9K - $119K
6.96K $597K
K
Kellogg CO

Consumer Defensive
192
+ 3.81%
$80.34 - $81.29 $15.4K - $15.6K
5.23K $423K
VIG
Vanguard Dividend Appreciation

ETFs
580
+ 20.6%
N/A
3.4K $618K
MRK
Merck & Co., Inc.

Healthcare
1.6K
+ 70.21%
$96.31 - $114.76 $154K - $184K
3.89K $386K
BMY
Bristol Myers Squibb CO

Healthcare
1.94K
+ 42.56%
$51.92 - $59.94 $101K - $116K
6.49K $367K
CAT
Caterpillar Inc

Industrials
205
+ 23.06%
$360.37 - $416.88 $73.9K - $85.5K
1.09K $396K
Activity Summary
Buys All Purchases 132 New Holdings 46 Increased Positions 86 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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