Financial-Advisors-Network

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MPWR",
  "MTCH",
  "TROW",
  "AWR",
  "ACN",
  "MMM",
  "ABNB",
  "ABBV",
  "ADBE",
  "MAIN",
  "GOOGL",
  "T",
  "CAT",
  "AVGO",
  "CMI",
  "DUK",
  "EXPE",
  "EXPD",
  "GD",
  "GILD",
  "GIS",
  "HON",
  "HD",
  "HPQ",
  null,
  "MCD",
  "INTU",
  "QCOM",
  "AMAT",
  "EMR",
  "META",
  "IVW",
  null,
  "EMX",
  "LRCX",
  "MA",
  "MDT",
  "MSFT",
  "EXC",
  "ETSY",
  "FICO",
  "GPC",
  "HIG",
  "HRL",
  "OMC",
  "ORLY",
  "ADM",
  "HSY",
  "FAST",
  "IJR",
  "ANET",
  "KR",
  "PAYX",
  null,
  "EEM",
  "IWF",
  "PANW",
  "PEP",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "PLTR",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "MAS",
  "SPGI",
  "SHOP",
  "SNA",
  "RTX",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "TXN",
  "VNQ",
  "VO",
  "MNST",
  "VWO",
  "SBAC",
  "VIG",
  "MTD",
  "GDDY",
  "IT",
  "RMD",
  null,
  "EA",
  "K",
  "EW",
  "ADSK",
  "AMCR",
  "AMD",
  "DECK",
  "WEC",
  "FTNT",
  "CAH",
  "AEP",
  "IPG",
  "AMZN",
  "CMS",
  null,
  "IVE",
  null,
  null,
  null,
  "VUG",
  "VLO",
  "VEA",
  "BLV",
  "VXUS",
  "VTWO",
  "VBK",
  "BNDX",
  "BND",
  "VBR",
  "VB",
  "VTV",
  "VRSN",
  "V",
  "WMT",
  "XEL",
  "WDAY",
  "LNT",
  "DTE",
  "GRMN",
  "DNN",
  "SCHD",
  "SCHG",
  "EIX",
  "NXPI",
  "ON",
  "OTIS",
  "PSX",
  null,
  null,
  "LYB",
  "MCK",
  "NTAP",
  "NUE",
  "PAYC",
  "KMB",
  "LULU",
  "ADP",
  "BAC",
  "BRK-B",
  "BBY",
  "BA",
  "BMY",
  "BG",
  "CHRW",
  "CDNS",
  "CVX",
  "CMG",
  "CSCO",
  "KO",
  "CMCSA",
  "ED",
  "COST",
  "CVS",
  "DPZ",
  null,
  "IJT",
  "EFA",
  "QQQ",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "MO",
  "MCHP",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 184
Total Value: 602830067
Accession Number: 0001085146-25-003052
Form Type: 13F-HR
CIK: financial-advisors-network
Manager Name: Financial-Advisors-Network

Data Enrichment

93% identified

171 identified13 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

184 positions • $602.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:12.2K

Value:$750.9K

% of Portfolio:0.1% ($750.9K/$602.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.4K

Value:$721.1K

% of Portfolio:0.1% ($721.1K/$602.8M)

921908844

VIG|921908844

Shares:3.3K

Value:$647.5K

% of Portfolio:0.1% ($647.5K/$602.8M)

Philip Morris International Inc.

PM|718172109

Shares:4.0K

Value:$637.6K

% of Portfolio:0.1% ($637.6K/$602.8M)

Walmart Inc.

WMT|931142103

Shares:7.1K

Value:$627.1K

% of Portfolio:0.1% ($627.1K/$602.8M)

NETFLIX INC

NFLX|64110L106

Shares:666

Value:$621.1K

% of Portfolio:0.1% ($621.1K/$602.8M)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:4.7K

Value:$620.8K

% of Portfolio:0.1% ($620.8K/$602.8M)

INTUIT INC.

INTU|461202103

Shares:964

Value:$591.9K

% of Portfolio:0.1% ($591.9K/$602.8M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:1.2K

Value:$573.6K

% of Portfolio:0.1% ($573.6K/$602.8M)

GENERAL MILLS INC

GIS|370334104

Shares:9.5K

Value:$570.4K

% of Portfolio:0.1% ($570.4K/$602.8M)

QUALCOMM INC/DE

QCOM|747525103

Shares:3.7K

Value:$563.1K

% of Portfolio:0.1% ($563.1K/$602.8M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.2K

Value:$557.4K

% of Portfolio:0.1% ($557.4K/$602.8M)

MCDONALDS CORP

MCD|580135101

Shares:1.8K

Value:$552.4K

% of Portfolio:0.1% ($552.4K/$602.8M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:5.4K

Value:$552.2K

% of Portfolio:0.1% ($552.2K/$602.8M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:3.9K

Value:$548.2K

% of Portfolio:0.1% ($548.2K/$602.8M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:12.0K

Value:$543.6K

% of Portfolio:0.1% ($543.6K/$602.8M)

FASTENAL CO

FAST|311900104

Shares:7.0K

Value:$542.2K

% of Portfolio:0.1% ($542.2K/$602.8M)

921937793

BLV|921937793

Shares:7.7K

Value:$539.4K

% of Portfolio:0.1% ($539.4K/$602.8M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:4.6K

Value:$505.0K

% of Portfolio:0.1% ($505.0K/$602.8M)

Medtronic plc

MDT|G5960L103

Shares:5.6K

Value:$502.1K

% of Portfolio:0.1% ($502.1K/$602.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	12.2K	QoQ -1.54% (-191) YoY-	All Managers (Combined)	$750.9K	0.1% ($750.9K/$602.8M)	QoQ +2.63% (-$19.3K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.4K	QoQ +9.45% (+117) YoY-	All Managers (Combined)	$721.1K	0.1% ($721.1K/$602.8M)	QoQ +28.60% (+$160.4K) YoY-
(VIGcusip921908844)	3.3K	QoQ -1.70% (-58) YoY-	All Managers (Combined)	$647.5K	0.1% ($647.5K/$602.8M)	QoQ -2.63% (-$17.5K) YoY-
Philip Morris International Inc.(PMcusip718172109)	4.0K	QoQ -33.30% (-2.0K) YoY-	All Managers (Combined)	$637.6K	0.1% ($637.6K/$602.8M)	QoQ -12.03% (-$87.2K) YoY-
Walmart Inc.(WMTcusip931142103)	7.1K	QoQ +1.23% (-87) YoY-	All Managers (Combined)	$627.1K	0.1% ($627.1K/$602.8M)	QoQ -1.63% (-$10.4K) YoY-
NETFLIX INC(NFLXcusip64110L106)	666	QoQ +1.83% (+12) YoY-	All Managers (Combined)	$621.1K	0.1% ($621.1K/$602.8M)	QoQ +6.54% (+$38.1K) YoY-
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	4.7K	QoQ -26.12% (-1.7K) YoY-	All Managers (Combined)	$620.8K	0.1% ($620.8K/$602.8M)	QoQ -20.40% (-$159.1K) YoY-
INTUIT INC.(INTUcusip461202103)	964	QoQ +100.00% (+482) YoY-	All Managers (Combined)	$591.9K	0.1% ($591.9K/$602.8M)	QoQ +95.37% (+$289.0K) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	1.2K	QoQ +2.08% (-25) YoY-	All Managers (Combined)	$573.6K	0.1% ($573.6K/$602.8M)	QoQ -6.36% (-$39.0K) YoY-
GENERAL MILLS INC(GIScusip370334104)	9.5K	QoQ +79.02% (+4.2K) YoY-	All Managers (Combined)	$570.4K	0.1% ($570.4K/$602.8M)	QoQ +67.83% (+$230.6K) YoY-
QUALCOMM INC/DE(QCOMcusip747525103)	3.7K	QoQ +18.49% (+572) YoY-	All Managers (Combined)	$563.1K	0.1% ($563.1K/$602.8M)	QoQ +18.49% (+$87.9K) YoY-
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.2K	QoQ -0.08% (-1) YoY-	All Managers (Combined)	$557.4K	0.1% ($557.4K/$602.8M)	QoQ -8.14% (-$49.4K) YoY-
MCDONALDS CORP(MCDcusip580135101)	1.8K	QoQ -0.56% (-10) YoY-	All Managers (Combined)	$552.4K	0.1% ($552.4K/$602.8M)	QoQ +7.18% (-$37.1K) YoY-
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	5.4K	QoQ +1.53% (-81) YoY-	All Managers (Combined)	$552.2K	0.1% ($552.2K/$602.8M)	QoQ -13.64% (-$87.2K) YoY-
KIMBERLY CLARK CORP(KMBcusip494368103)	3.9K	QoQ +26.43% (+806) YoY-	All Managers (Combined)	$548.2K	0.1% ($548.2K/$602.8M)	QoQ +37.22% (+$148.7K) YoY-
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	12.0K	QoQ -3.51% (-437) YoY-	All Managers (Combined)	$543.6K	0.1% ($543.6K/$602.8M)	QoQ +9.44% (-$46.9K) YoY-
FASTENAL CO(FASTcusip311900104)	7.0K	QoQ -40.48% (-4.8K) YoY-	All Managers (Combined)	$542.2K	0.1% ($542.2K/$602.8M)	QoQ -35.81% (-$302.5K) YoY-
(BLVcusip921937793)	7.7K	QoQ +42.08% (+2.3K) YoY-	All Managers (Combined)	$539.4K	0.1% ($539.4K/$602.8M)	QoQ +46.22% (+$170.5K) YoY-
CONSOLIDATED EDISON INC(EDcusip209115104)	4.6K	QoQ +6.13% (+264) YoY-	All Managers (Combined)	$505.0K	0.1% ($505.0K/$602.8M)	QoQ +31.53% (+$121.1K) YoY-
Medtronic plc(MDTcusipG5960L103)	5.6K	QoQ NEW(+5.6K) YoY-	All Managers (Combined)	$502.1K	0.1% ($502.1K/$602.8M)	QoQ NEW(+$502.1K) YoY-