Financial Advisors Network, Inc. Reduced Holdings in Q4 2023

Financial Advisors Network, Inc.

  • $496 Million
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-5.83K
- 7.24%
$74.64 - $77.03 $435K - $449K
74.7K $5.75M
CVX
Chevron Corp

Energy
-145
- 1.11%
$141.77 - $169.1 $20.6K - $24.5K
12.9K $1.93M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-563
- 31.24%
$331.71 - $362.68 $187K - $204K
1.24K $441K
XOM
Exxon Mobil Corp

Energy
-407
- 6.63%
$98.05 - $115.83 $39.9K - $47.1K
5.73K $572K
SBUX
Starbucks Corp

Consumer Cyclical
-853
- 19.64%
$89.48 - $107.21 $76.3K - $91.5K
3.49K $335K
VIG
Vanguard Dividend Appreciation

ETFs
-635
- 18.4%
$150.16 - $171.16 $95.4K - $109K
2.82K $479K
GOOGL
Alphabet Inc.

Communication Services
-745
- 12.46%
$122.17 - $141.52 $91K - $105K
5.23K $730K
HON
Honeywell International Inc

Industrials
-492
- 21.55%
$176.06 - $209.71 $86.6K - $103K
1.79K $375K
PG
Procter & Gamble CO

Consumer Defensive
-333
- 3.92%
$143.0 - $153.52 $47.6K - $51.1K
8.16K $1.2M
AWR
American States Water CO

Utilities
-438
- 7.65%
$76.39 - $84.19 $33.5K - $36.9K
5.28K $424K
COST
Costco Wholesale Corp

Consumer Defensive
-89
- 20.05%
$543.03 - $681.24 $48.3K - $60.6K
355 $234K
JNJ
Johnson & Johnson

Healthcare
-107
- 2.73%
$145.6 - $158.88 $15.6K - $17K
3.82K $598K
JPM
Jpmorgan Chase & CO

Financial Services
-360
- 16.59%
$135.69 - $170.3 $48.8K - $61.3K
1.81K $307K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-62
- 1.54%
$89.24 - $97.24 $5.53K - $6.03K
3.98K $378K
EMR
Emerson Electric CO

Industrials
-21
- 0.48%
$84.75 - $97.6 $1.78K - $2.05K
4.31K $419K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-198
- 4.55%
$91.67 - $99.66 $18.2K - $19.7K
4.15K $411K
IP
International Paper CO

Consumer Cyclical
-69
- 0.81%
$32.41 - $37.67 $2.24K - $2.6K
8.47K $306K
DUK
Duke Energy Corp

Utilities
-245
- 7.47%
$85.44 - $98.31 $20.9K - $24.1K
3.04K $294K
TDIV
First Trust Nasdaq Technology

ETFs
-420
- 9.09%
$53.99 - $64.39 $22.7K - $27K
4.2K $269K
MRK
Merck & Co., Inc.

Healthcare
-32
- 1.38%
$100.18 - $109.02 $3.21K - $3.49K
2.28K $248K
OMC
Omnicom Group Inc.

Communication Services
-271
- 8.84%
$72.47 - $86.8 $19.6K - $23.5K
2.8K $241K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-76
- 8.32%
$343.66 - $411.5 $26.1K - $31.3K
837 $342K
DLR
Digital Realty Trust, Inc.

Real Estate
-33
- 1.97%
$115.15 - $138.78 $3.8K - $4.58K
1.64K $220K
AMGN
Amgen Inc

Healthcare
-11
- 0.76%
$255.7 - $288.46 $2.81K - $3.17K
1.44K $414K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-50
- 1.99%
$87.61 - $110.11 $4.38K - $5.51K
2.46K $266K
PKG
Packaging Corp Of America

Consumer Cyclical
-12
- 0.36%
$144.48 - $169.71 $1.73K - $2.04K
3.35K $545K
NTAP
Net App, Inc.

Technology
-12
- 0.42%
$71.18 - $91.39 $854 - $1.1K
2.85K $251K
VTWO
Vanguard Russell 2000 ETF

ETFs
-122
- 2.45%
$65.62 - $82.7 $8.01K - $10.1K
4.85K $393K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-8.78K
- 7.92%
$65.84 - $75.47 $578K - $663K
102K $7.7M
STX
Seagate Technology Holdings PLC

Technology
-269
- 6.87%
$65.25 - $86.79 $17.6K - $23.3K
3.65K $311K
GD
General Dynamics Corp

Industrials
-10
- 0.67%
$216.75 - $259.67 $2.17K - $2.6K
1.48K $384K
FAST
Fastenal CO

Industrials
-18
- 0.25%
$54.19 - $65.45 $975 - $1.18K
7.12K $461K
SPG
Simon Property Group Inc

Real Estate
-5
- 0.22%
$103.37 - $146.58 $517 - $733
2.31K $328K
EEM
Ishares Msci Emerging Markets

ETFs
-2.41K
- 2.98%
$36.53 - $40.3 $88.1K - $97.2K
78.7K $3.16M
HD
Home Depot, Inc.

Consumer Cyclical
-26
- 1.21%
$276.46 - $354.0 $7.19K - $9.2K
2.13K $738K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.26K
- 6.11%
$68.97 - $85.01 $86.7K - $107K
19.3K $1.61M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-458
- 3.37%
$66.67 - $84.55 $30.5K - $38.7K
13.1K $1.09M
BA
Boeing CO

Industrials
-36
- 1.79%
$177.73 - $264.27 $6.4K - $9.51K
1.98K $515K
SPY
Spdr S&P 500 ETF Trust

ETFs
-270
- 4.96%
$410.68 - $476.69 $111K - $129K
5.18K $2.46M
AMZN
Amazon Com Inc

Consumer Cyclical
-329
- 4.42%
$119.57 - $154.07 $39.3K - $50.7K
7.12K $1.08M
MCK
Mckesson Corp

Healthcare
-7
- 0.09%
$437.42 - $470.64 $3.06K - $3.29K
8.15K $3.77M
HYG
Ishares Tr

ETFs
-4.13K
- 2.49%
$71.78 - $77.94 $297K - $322K
162K $12.5M
MSFT
Microsoft Corp

Technology
-145
- 2.09%
$313.39 - $382.7 $45.4K - $55.5K
6.78K $2.55M
VB
Vanguard Small Cap ETF

ETFs
-974
- 4.08%
$175.26 - $215.9 $171K - $210K
22.9K $4.89M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-13.5K
- 4.62%
$51.06 - $57.96 $692K - $785K
280K $16.2M
IVE
Ishares S&P 500 Value ETF

ETFs
-3.34K
- 5.98%
$147.64 - $174.21 $494K - $582K
52.6K $9.14M
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.27K
- 2.68%
$65.78 - $75.4 $215K - $247K
119K $8.93M
AAPL
Apple Inc.

Technology
-941
- 1.68%
$166.89 - $198.11 $157K - $186K
55.2K $10.6M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-800
- 2.59%
$93.08 - $155.31 $74.5K - $124K
30.1K $4.56M
Activity Summary
Buys All Purchases 111 New Holdings 18 Increased Positions 93 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Financial Advisors Network, Inc. Portfolio

Follow Financial Advisors Network, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advisors Network, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Advisors Network, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email