The Analysis of Financial Advisors Network, Inc.'s Holdings
Currently, Financial Advisors Network, Inc. holds 196 types of securities in its portfolio with a total value $706.1M. In the most recent quarter, they have increased their positions in CLMB (+20.0K shares, valued at $2.7M), SCHV (+68.2K shares, valued at $2.0M), SCHG (+47.6K shares, valued at $1.5M); decreased their positions in VEA (-8.0K shares, valued at $481.0K), SPY (-360 shares, valued at $239.8K), LRCX (-1.7K shares, valued at $223.3K); initiated new positions in CLMB (+20.0K shares, valued at $2.7M), TSM (+922 shares, valued at $257.5K), LLY (+289 shares, valued at $220.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BND VANGUARD BD INDEX FDS1.1M shares-0.20%2025-09-302025-11-14
VEA VANGUARD TAX-MANAGED FDS960.4K shares-0.83%2025-09-302025-11-14 SCHG SCHWAB STRATEGIC TR1.3M shares3.91%2025-09-302025-11-14 VTV VANGUARD INDEX FDS189.6K shares-0.26%2025-09-302025-11-14 VUG VANGUARD INDEX FDS66.0K shares0.26%2025-09-302025-11-14 VWO VANGUARD INTL EQUITY INDEX F541.4K shares-0.28%2025-09-302025-11-14 SCHV SCHWAB STRATEGIC TR983.8K shares7.45%2025-09-302025-11-14 IDEV ISHARES TR224.3K shares7.96%2025-09-302025-11-14 BNDX VANGUARD CHARLOTTE FDS361.3K shares1.52%2025-09-302025-11-14 GILD GILEAD SCIENCES INC155.9K shares0.00%2025-09-302025-11-14 AAPL APPLE INC66.5K shares1.07%2025-09-302025-11-14 EMB ISHARES TR152.7K shares0.62%2025-09-302025-11-14 IJS ISHARES TR127.4K shares0.16%2025-09-302025-11-14 NVDA NVIDIA CORPORATION72.4K shares-0.61%2025-09-302025-11-14 HYG ISHARES TR165.1K shares0.30%2025-09-302025-11-14 IVW ISHARES TR104.0K shares-0.51%2025-09-302025-11-14 IVE ISHARES TR49.4K shares-0.82%2025-09-302025-11-14 IEMG ISHARES INC142.0K shares6.83%2025-09-302025-11-14 EFA ISHARES TR96.5K shares-0.67%2025-09-302025-11-14 IJT ISHARES TR59.4K shares1.80%2025-09-302025-11-14 ABNB AIRBNB INC54.6K shares-0.04%2025-09-302025-11-14 VNQ VANGUARD INDEX FDS72.0K shares0.17%2025-09-302025-11-14 MO ALTRIA GROUP INC93.4K shares-1.50%2025-09-302025-11-14 MCK MCKESSON CORP7.9K shares-2.86%2025-09-302025-11-14 VBK VANGUARD INDEX FDS20.2K shares6.56%2025-09-302025-11-14 CAH CARDINAL HEALTH INC37.0K shares-2.24%2025-09-302025-11-14 PANW PALO ALTO NETWORKS INC27.7K shares-2.38%2025-09-302025-11-14 ADP AUTOMATIC DATA PROCESSING IN17.9K shares-0.24%2025-09-302025-11-14 GDDY GODADDY INC37.4K shares4.71%2025-09-302025-11-14 NTAP NETAPP INC42.6K shares-1.24%2025-09-302025-11-14 LRCX LAM RESEARCH CORP35.7K shares-4.46%2025-09-302025-11-14 FTNT FORTINET INC56.7K shares0.13%2025-09-302025-11-14 OTIS OTIS WORLDWIDE CORP49.9K shares-0.95%2025-09-302025-11-14 MTD METTLER TOLEDO INTERNATIONAL3.6K shares-0.68%2025-09-302025-11-14 HPQ HP INC162.9K shares-0.17%2025-09-302025-11-14 DPZ DOMINOS PIZZA INC10.1K shares-1.35%2025-09-302025-11-14 EEM ISHARES TR75.8K shares-0.48%2025-09-302025-11-14 META META PLATFORMS INC5.5K shares2.06%2025-09-302025-11-14 VBR VANGUARD INDEX FDS17.1K shares8.31%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR5.1K shares-6.59%2025-09-302025-11-14 EA ELECTRONIC ARTS INC16.8K shares-1.09%2025-09-302025-11-14 FICO FAIR ISAAC CORP2.2K shares5.74%2025-09-302025-11-14 GRMN GARMIN LTD13.4K shares-0.55%2025-09-302025-11-14 ABBV ABBVIE INC14.2K shares-2.86%2025-09-302025-11-14 RMD RESMED INC11.3K shares-0.36%2025-09-302025-11-14 MNST MONSTER BEVERAGE CORP NEW45.2K shares-0.51%2025-09-302025-11-14 NXPI NXP SEMICONDUCTORS N V13.3K shares0.17%2025-09-302025-11-14 TSLA TESLA INC6.5K shares68.96%2025-09-302025-11-14 MTCH MATCH GROUP INC NEW78.0K shares-0.45%2025-09-302025-11-14 CLMB CLIMB GLOBAL SOLUTIONS INC20.0K sharesnew addition2025-09-302025-11-14 MSFT MICROSOFT CORP5.1K shares3.59%2025-09-302025-11-14 WDAY WORKDAY INC10.2K shares2.27%2025-09-302025-11-14 MRK MERCK & CO INC28.8K shares2.53%2025-09-302025-11-14 ADBE ADOBE INC6.7K shares1.54%2025-09-302025-11-14 SBAC SBA COMMUNICATIONS CORP NEW12.3K shares1.50%2025-09-302025-11-14 CVX CHEVRON CORP NEW15.0K shares0.95%2025-09-302025-11-14 ON ON SEMICONDUCTOR CORP45.1K shares2.19%2025-09-302025-11-14 RTX RTX CORPORATION11.7K shares0.04%2025-09-302025-11-14 AMZN AMAZON COM INC8.8K shares4.73%2025-09-302025-11-14 AVGO BROADCOM INC5.8K shares0.50%2025-09-302025-11-14 VXUS VANGUARD STAR FDS26.1K shares2.56%2025-09-302025-11-14 EW EDWARDS LIFESCIENCES CORP23.9K shares14.77%2025-09-302025-11-14 GOOG ALPHABET INC7.5K shares-5.34%2025-09-302025-11-14 SLYG SPDR SERIES TRUST18.1K shares-4.01%2025-09-302025-11-14 IT GARTNER INC6.1K shares10.62%2025-09-302025-11-14 QQQ INVESCO QQQ TR2.5K shares5.13%2025-09-302025-11-14 GOOGL ALPHABET INC6.2K shares9.14%2025-09-302025-11-14 IVV ISHARES TR2.1K shares-0.97%2025-09-302025-11-14 LULU LULULEMON ATHLETICA INC7.9K shares10.73%2025-09-302025-11-14 UNH UNITEDHEALTH GROUP INC3.8K shares11.62%2025-09-302025-11-14 VTI VANGUARD INDEX FDS4.0K shares0.00%2025-09-302025-11-14 PLD PROLOGIS INC.10.4K shares0.00%2025-09-302025-11-14 VB VANGUARD INDEX FDS4.6K shares4.67%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL2.3K shares24.92%2025-09-302025-11-14 IBM INTERNATIONAL BUSINESS MACHS3.7K shares0.00%2025-09-302025-11-14 JNJ JOHNSON & JOHNSON5.6K shares1.92%2025-09-302025-11-14 XOM EXXON MOBIL CORP9.2K shares14.16%2025-09-302025-11-14 SLYV SPDR SERIES TRUST11.6K shares-4.56%2025-09-302025-11-14 PG PROCTER AND GAMBLE CO6.6K shares-1.25%2025-09-302025-11-14 MAS MASCO CORP14.4K shares-6.04%2025-09-302025-11-14 HD HOME DEPOT INC2.3K shares-1.52%2025-09-302025-11-14 AMD ADVANCED MICRO DEVICES INC5.7K shares5.06%2025-09-302025-11-14 PAYX PAYCHEX INC6.9K shares-9.34%2025-09-302025-11-14 NFLX NETFLIX INC712 shares16.53%2025-09-302025-11-14 CSCO CISCO SYS INC11.9K shares0.54%2025-09-302025-11-14 ORLY OREILLY AUTOMOTIVE INC7.1K shares-9.52%2025-09-302025-11-14 PLTR PALANTIR TECHNOLOGIES INC4.2K shares8.05%2025-09-302025-11-14 VLO VALERO ENERGY CORP4.4K shares-7.27%2025-09-302025-11-14 WMT WALMART INC7.0K shares-0.72%2025-09-302025-11-14 VIG VANGUARD SPECIALIZED FUNDS3.3K shares-0.24%2025-09-302025-11-14 MCD MCDONALDS CORP2.4K shares0.04%2025-09-302025-11-14 QCOM QUALCOMM INC4.2K shares-2.17%2025-09-302025-11-14 FAST FASTENAL CO13.6K shares1.04%2025-09-302025-11-14 INTU INTUIT969 shares-6.92%2025-09-302025-11-14 MDT MEDTRONIC PLC6.7K shares5.60%2025-09-302025-11-14 IPG INTERPUBLIC GROUP COS INC22.8K shares6.92%2025-09-302025-11-14 VZ VERIZON COMMUNICATIONS INC14.4K shares4.82%2025-09-302025-11-14 BLV VANGUARD BD INDEX FDS8.6K shares6.26%2025-09-302025-11-14 GIS GENERAL MLS INC11.9K shares9.28%2025-09-302025-11-14 PM PHILIP MORRIS INTL INC3.7K shares-0.22%2025-09-302025-11-14 SHOP SHOPIFY INC3.9K shares-3.10%2025-09-302025-11-14 COST COSTCO WHSL CORP NEW632 shares26.15%2025-09-302025-11-14 CMI CUMMINS INC1.4K shares0.07%2025-09-302025-11-14 WEC WEC ENERGY GROUP INC4.9K shares3.88%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.1.8K shares-4.31%2025-09-302025-11-14 EMR EMERSON ELEC CO4.2K shares-1.25%2025-09-302025-11-14 KMB KIMBERLY-CLARK CORP4.4K shares-8.75%2025-09-302025-11-14 XLC SELECT SECTOR SPDR TR4.6K shares-1.89%2025-09-302025-11-14 MA MASTERCARD INCORPORATED930 shares0.00%2025-09-302025-11-14 ED CONSOLIDATED EDISON INC5.3K shares4.52%2025-09-302025-11-14 LMT LOCKHEED MARTIN CORP1.0K shares0.38%2025-09-302025-11-14 GD GENERAL DYNAMICS CORP1.4K shares-1.23%2025-09-302025-11-14 DTE DTE ENERGY CO3.4K shares4.02%2025-09-302025-11-14 MPWR MONOLITHIC PWR SYS INC523 shares-11.21%2025-09-302025-11-14 CAT CATERPILLAR INC1.0K shares0.00%2025-09-302025-11-14 DUK DUKE ENERGY CORP NEW3.8K shares4.76%2025-09-302025-11-14 HON HONEYWELL INTL INC2.2K shares1.80%2025-09-302025-11-14 VTWO VANGUARD SCOTTSDALE FDS4.5K shares0.02%2025-09-302025-11-14 KO COCA COLA CO6.6K shares6.06%2025-09-302025-11-14 EIX EDISON INTL7.9K shares0.03%2025-09-302025-11-14 AMAT APPLIED MATLS INC2.1K shares-22.33%2025-09-302025-11-14 LYB LYONDELLBASELL INDUSTRIES N8.8K shares14.44%2025-09-302025-11-14 AWR AMER STATES WTR CO5.6K shares0.00%2025-09-302025-11-14 BA BOEING CO1.9K shares-8.07%2025-09-302025-11-14 EXC EXELON CORP8.6K shares4.94%2025-09-302025-11-14 TXN TEXAS INSTRS INC2.1K shares-1.89%2025-09-302025-11-14 XEL XCEL ENERGY INC4.7K shares3.60%2025-09-302025-11-14 LNT ALLIANT ENERGY CORP5.6K shares4.49%2025-09-302025-11-14 V VISA INC1.1K shares-1.61%2025-09-302025-11-14 SCHD SCHWAB STRATEGIC TR13.7K shares-6.57%2025-09-302025-11-14 COR CENCORA INC1.2K shares-17.89%2025-09-302025-11-14 AEP AMERICAN ELEC PWR CO INC3.2K shares5.37%2025-09-302025-11-14 BG BUNGE GLOBAL SA4.5K shares7.44%2025-09-302025-11-14 CMS CMS ENERGY CORP4.9K shares5.16%2025-09-302025-11-14 PEP PEPSICO INC2.6K shares5.67%2025-09-302025-11-14 HSY HERSHEY CO1.9K shares6.01%2025-09-302025-11-14 CDNS CADENCE DESIGN SYSTEM INC1.0K shares-13.80%2025-09-302025-11-14 HIG HARTFORD INSURANCE GROUP INC2.7K shares3.51%2025-09-302025-11-14 ORCL ORACLE CORP1.2K shares2.30%2025-09-302025-11-14 DECK DECKERS OUTDOOR CORP3.4K shares-12.24%2025-09-302025-11-14 BBY BEST BUY INC4.5K shares3.53%2025-09-302025-11-14 ADM ARCHER DANIELS MIDLAND CO5.5K shares4.59%2025-09-302025-11-14 PAYC PAYCOM SOFTWARE INC1.6K shares-7.98%2025-09-302025-11-14 AMCR AMCOR PLC40.0K shares8.46%2025-09-302025-11-14 CMCSA COMCAST CORP NEW10.3K shares9.98%2025-09-302025-11-14 HRL HORMEL FOODS CORP13.0K shares11.82%2025-09-302025-11-14 ETN EATON CORP PLC846 shares-0.12%2025-09-302025-11-14 IJR ISHARES TR2.6K shares-0.83%2025-09-302025-11-14 ANET ARISTA NETWORKS INC2.1K shares-34.92%2025-09-302025-11-14 GPC GENUINE PARTS CO2.2K shares4.71%2025-09-302025-11-14 BAC BANK AMERICA CORP6.0K shares0.02%2025-09-302025-11-14 ZTS ZOETIS INC2.1K shares-6.14%2025-09-302025-11-14 FE FIRSTENERGY CORP6.6K shares9.80%2025-09-302025-11-14 QQQM INVESCO EXCH TRADED FD TR II1.2K shares0.00%2025-09-302025-11-14 FDL FIRST TR EXCHANGE-TRADED FD6.7K shares0.00%2025-09-302025-11-14 TROW PRICE T ROWE GROUP INC2.8K shares5.99%2025-09-302025-11-14 CVS CVS HEALTH CORP3.8K shares2.14%2025-09-302025-11-14 SBUX STARBUCKS CORP3.3K shares0.03%2025-09-302025-11-14 VRSN VERISIGN INC1.0K shares-2.15%2025-09-302025-11-14 OMC OMNICOM GROUP INC3.4K shares5.77%2025-09-302025-11-14 MCHP MICROCHIP TECHNOLOGY INC.4.3K shares2.63%2025-09-302025-11-14 TDIV FIRST TR EXCHANGE TRADED FD2.7K shares0.00%2025-09-302025-11-14 KR KROGER CO3.9K shares0.10%2025-09-302025-11-14 MMM 3M CO1.7K shares0.06%2025-09-302025-11-14 VO VANGUARD INDEX FDS894 shares0.00%2025-09-302025-11-14 SNA SNAP ON INC744 shares5.68%2025-09-302025-11-14 TSM TAIWAN SEMICONDUCTOR MFG LTD922 sharesnew addition2025-09-302025-11-14 PSX PHILLIPS 661.9K shares5.83%2025-09-302025-11-14 MAIN MAIN STR CAP CORP4.0K shares0.00%2025-09-302025-11-14 IWF ISHARES TR538 shares-7.24%2025-09-302025-11-14 ELV ELEVANCE HEALTH INC FORMERLY770 shares0.00%2025-09-302025-11-14 ADSK AUTODESK INC783 shares-22.55%2025-09-302025-11-14 IBIT ISHARES BITCOIN TRUST ETF3.7K shares4.52%2025-09-302025-11-14 MGK VANGUARD WORLD FD600 shares0.00%2025-09-302025-11-14 MELI MERCADOLIBRE INC102 shares0.00%2025-09-302025-11-14 BMY BRISTOL-MYERS SQUIBB CO5.3K shares4.56%2025-09-302025-11-14 DIS DISNEY WALT CO2.0K shares0.05%2025-09-302025-11-14 AGG ISHARES TR2.3K shares-1.61%2025-09-302025-11-14 T AT&T INC8.0K shares0.09%2025-09-302025-11-14 VV VANGUARD INDEX FDS720 shares0.00%2025-09-302025-11-14 LLY ELI LILLY & CO289 sharesnew addition2025-09-302025-11-14 K KELLANOVA2.6K shares-7.05%2025-09-302025-11-14 IYW ISHARES TR1.1K sharesnew addition2025-09-302025-11-14 SYK STRYKER CORPORATION583 shares0.17%2025-09-302025-11-14 B BARRICK MNG CORP6.6K sharesnew addition2025-09-302025-11-14 UPS UNITED PARCEL SERVICE INC2.6K shares16.02%2025-09-302025-11-14 TEL TE CONNECTIVITY PLC964 sharesnew addition2025-09-302025-11-14 MAR MARRIOTT INTL INC NEW802 shares0.00%2025-09-302025-11-14 STX SEAGATE TECHNOLOGY HLDNGS PL879 sharesnew addition2025-09-302025-11-14 WFC WELLS FARGO CO NEW2.4K sharesnew addition2025-09-302025-11-14 SPGI S&P GLOBAL INC418 shares0.00%2025-09-302025-11-14 DGRW WISDOMTREE TR2.3K sharesnew addition2025-09-302025-11-14 MDLZ MONDELEZ INTL INC3.2K sharesnew addition2025-09-302025-11-14 IBRX IMMUNITYBIO INC50.0K shares66.67%2025-09-302025-11-14 DNN DENISON MINES CORP17.4K shares0.00%2025-09-302025-11-14 HUMA HUMACYTE INC16.4K shares20.40%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available