• 13F History

FINANCIAL MANAGEMENT NETWORK INC

13F Filings History

Latest 13F report
Q4 2024 - Feb 3, 2025
Value $
$481M
Signature - Title
Aryn Sands - Agent
Location
Mission Viejo, CA
Summary
This page shows a list of all the recent 13F filings made by FINANCIAL MANAGEMENT NETWORK INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FINANCIAL MANAGEMENT NETWORK INC reported 160 stock holdings with total value $481M as of Q4 2024. Top holdings included IVV, MOAT, IJH, SMOT, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 160 $481M +$35.3M -$33.6M +$1.66M IVV, MOAT, IJH, SMOT, AAPL 13F-HR 1/31/2025, 05:39 PM
Q3 2024 172 $477M +$53.9M -$12M +$42M MOAT, IVV, SMOT, IJH, GCOW 13F-HR 10/23/2024, 03:45 PM
Q2 2024 149 $414M +$44.5M -$29.6M +$14.9M MOAT, IVV, SMOT, IJH, GCOW 13F-HR 7/22/2024, 02:02 PM
Q1 2024 154 $397M +$55.1M -$10M +$45.1M MOAT, IVV, CALF, SMOT, GCOW 13F-HR 4/22/2024, 02:47 PM
Q4 2023 136 $343M +$31M -$18.6M +$12.3M MOAT, IVV, CALF, GCOW, SMOT 13F-HR 1/22/2024, 04:37 PM
Q3 2023 144 $302M +$35.2M -$3.27M +$31.9M MOAT, IVV, IJH, GCOW, SMOT 13F-HR 10/23/2023, 07:00 PM
Q2 2023 140 $287M +$27.4M -$5.82M +$21.6M MOAT, IVV, IJH, AAPL, GCOW 13F-HR 7/28/2023, 10:32 AM
Q1 2023 126 $249M +$28.4M -$4.94M +$23.5M MOAT, IVV, IJH, AAPL, GCOW 13F-HR 4/21/2023, 01:23 PM
Q4 2022 131 $225M +$28.5M -$6.64M +$21.8M MOAT, IVV, IJH, VHT, IJR 13F-HR 2/9/2023, 04:41 PM
Q3 2022 131 $201M +$24.8M -$2.38M +$22.4M MOAT, IVV, IJH, AAPL, IJR 13F-HR 11/3/2022, 03:29 PM
Q2 2022 123 $187M +$32.6M -$2.54M +$30.1M MOAT, IVV, IJH, AAPL, VHT 13F-HR 7/11/2022, 05:14 PM
Q1 2022 114 $196M +$10.6M -$3.13M +$7.43M MOAT, IVV, AAPL, IJH, VHT 13F-HR 4/21/2022, 03:35 PM
Q4 2021 129 $217M +$11.1M -$5.17M +$5.98M MOAT, IVV, IJH, AAPL, VHT 13F-HR 1/19/2022, 01:41 PM
Q3 2021 127 $197M +$8.21M -$3.64M +$4.57M MOAT, IVV, IJH, AAPL, VHT 13F-HR 10/13/2021, 02:37 PM
Q2 2021 123 $196M +$7.08M -$10.1M -$3.03M MOAT, IVV, IJH, AAPL, VHT 13F-HR 7/20/2021, 12:16 PM
Q1 2021 126 $193M +$28.8M -$6.24M +$22.5M MOAT, IVV, IJH, AAPL, VHT 13F-HR 5/6/2021, 03:50 PM
Q4 2020 105 $157M MOAT, IVV, IJH, AAPL, VHT 13F-HR 2/8/2021, 02:07 PM