FA
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Financial Advisors Network, Inc.13F | |
| Financial Advisors Network, Inc. | |
| Last update 2025-05-13 | 184 Stocks (28 new) |
| Value $603.00 Mil | Turnover 14 % |
Financial Advisors Network, In... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BND | Vanguard Total Bond Market ETF | 1,129,623 | 82,970.8 | +16.07% | 13.760 | +1.91% | 0.060 | +1.26% | +3.27% | 127,496.0 | ||
VEA | Vanguard FTSE Developed Markets ETF | 931,057 | 47,325.6 | +7.47% | 7.850 | +0.55% | 0.030 | +12.49% | +19.94% | 157,607.2 | ||
VTV | Vanguard Value ETF | 176,651 | 30,514.7 | +2.02% | 5.060 | +0.10% | 0.020 | +10.43% | +6.13% | 132,881.1 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 1,183,234 | 29,628.2 | +1.67% | 4.910 | +0.08% | 0.080 | +25.66% | +6.92% | 45,305.9 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 513,907 | 23,259.4 | +3.31% | 3.860 | +0.12% | 0.030 | +16.94% | +15.09% | 86,951.2 | ||
VUG | Vanguard Growth ETF | 62,662 | 23,236.3 | -8.54% | 3.850 | -0.40% | 0.020 | +27.48% | +9.52% | 167,127.0 | ||
SCHV | Schwab U.S. Large-Cap Value ETF | 869,155 | 23,102.1 | +3.53% | 3.830 | +0.13% | 0.190 | +12.60% | +8.50% | 12,794.2 | ||
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 378,254 | 18,466.3 | +14.14% | 3.060 | +0.38% | 0.030 | +0.50% | +1.56% | 66,226.8 | ||
GILD | Gilead Sciences Inc | 156,016 | 17,481.6 | -1.46% | 2.900 | -0.04% | 0.010 | +4.26% | +18.82% | 134,618.0 | Drug Manufacturers | |
EMB |
iShares J.P. Morgan USD Emerging Markets Bond ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF
| 158,686 | 14,375.4 | +12.37% | 2.380 | +0.26% | 0.110 | +4.84% | +5.98% | 13,737.4 |
Financial Advisors Network, Inc.'s Historical Top Holdings Breakdowns
Financial Advisors Network, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BND | Vanguard Total Bond Market ETF | 2025-03-31 | Add Add | +1.91% | 71.17 ($72.57) 73.66 | $72.85 | 0.39% | Add 16.07% | 1,129,623 | 156,392 | |
ADSK | Autodesk Inc | 2025-03-31 | Reduce Reduce | -1.20% | 246.93 ($284.41) 311.36 | $297.03 | 4.44% | Reduce -93.94% | 1,581 | -24,501 | |
GDDY | GoDaddy Inc | 2025-03-31 | New Buy New Buy | +0.96% | 172.13 ($191.07) 214.35 | $168.72 | -11.70% | New holding | 32,198 | 32,198 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.94% | 156.06 ($183.12) 207.71 | $185.94 | 1.54% | Reduce -80.07% | 7,380 | -29,656 | |
EXPE | Expedia Group Inc | 2025-03-31 | Reduce Reduce | -0.80% | 157.11 ($182.16) 206.52 | $184.93 | 1.52% | Reduce -94.2% | 1,597 | -25,941 | |
MO | Altria Group Inc | 2025-03-31 | Add Add | +0.75% | 50.81 ($54.6) 60.02 | $58.02 | 6.26% | Add 554.05% | 89,186 | 75,550 | |
ETSY | Etsy Inc | 2025-03-31 | Reduce Reduce | -0.75% | 44.4 ($51.21) 57.29 | $59.64 | 16.46% | Reduce -95.25% | 4,279 | -85,787 | |
CHRW | C.H. Robinson Worldwide Inc | 2025-03-31 | Reduce Reduce | -0.73% | 96.18 ($101.07) 109.82 | $97.48 | -3.55% | Reduce -94.89% | 2,298 | -42,702 | |
FTNT | Fortinet Inc | 2025-03-31 | Reduce Reduce | -0.72% | 92.49 ($101.38) 114.57 | $105.42 | 3.99% | Reduce -46.18% | 53,134 | -45,594 | |
PAYX | Paychex Inc | 2025-03-31 | Reduce Reduce | -0.70% | 136.06 ($147.07) 154.52 | $143.46 | -2.45% | Reduce -81.14% | 6,974 | -30,000 |
Financial Advisors Network, Inc. Total Holding History ($B)
Financial Advisors Network, Inc.'s Asset Allocation
Financial Advisors Network, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Financial Advisors Network, Inc.'s Hypothetical Growth since 2025-03-31
Financial Advisors Network, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Financial Advisors Network, Inc.'s Holdings Heat Map
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Financial Advisors Network, Inc.'s Holdings Bubble Chart
Financial Advisors Network, Inc. News
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