$445 Million is the total value of Financial Advisors Network, Inc.'s 143 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VOX | New | VANGUARD WORLD FDS | $291,000 | – | 2,144 | +100.0% | 0.06% | – |
SWKS | New | SKYWORKS SOLUTIONS INC | $246,000 | – | 1,585 | +100.0% | 0.06% | – |
AVGOP | New | BROADCOM INC8% mcnv pfd sr a | $239,000 | – | 115 | +100.0% | 0.05% | – |
BSXPRA | New | BOSTON SCIENTIFIC CORP5.50% cnv pfd a | $201,000 | – | 1,750 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-11
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD BD INDEX FDS | 24 | Q3 2023 | 19.4% |
VANGUARD INDEX FDS | 24 | Q3 2023 | 13.8% |
VANGUARD INDEX FDS | 24 | Q3 2023 | 12.9% |
GILEAD SCIENCES INC | 24 | Q3 2023 | 6.2% |
VANGUARD CHARLOTTE FDS | 24 | Q3 2023 | 5.0% |
ISHARES TR | 24 | Q3 2023 | 3.6% |
VANGUARD INTL EQUITY INDEX F | 24 | Q3 2023 | 5.2% |
VANGUARD STAR FDS | 24 | Q3 2023 | 4.0% |
ISHARES TR | 24 | Q3 2023 | 3.3% |
VANGUARD INDEX FDS | 24 | Q3 2023 | 1.6% |
View Financial Advisors Network, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-09 |
13F-HR | 2023-11-15 |
13F-HR | 2023-02-02 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-04 |
13F-HR | 2022-05-13 |
13F-HR | 2022-02-11 |
13F-HR | 2021-12-27 |
13F-HR | 2021-08-13 |
13F-HR | 2021-05-14 |
View Financial Advisors Network, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.