Financial Network Wealth Advisors LLC Purchases in Q1 2025

Financial Network Wealth Advisors LLC

  • $76.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
161
+ 189.41%
$243.19 - $288.14 $39.2K - $46.4K
246 $70.9M
GD
General Dynamics Corp

Industrials
175
+ 70.56%
$241.94 - $272.58 $42.3K - $47.7K
423 $115M
CASY
Caseys General Stores Inc

Consumer Cyclical
95
+ 43.58%
$378.71 - $442.54 $36K - $42K
313 $136M
VO
Vanguard Mid Cap ETF

ETFs
187
+ 2337.5%
$251.87 - $277.95 $47.1K - $52K
195 $50.4M
MKC
Mccormick & CO Inc

Consumer Defensive
496
+ 71.57%
$71.24 - $84.73 $35.3K - $42K
1.19K $97.9M
AJG
Arthur J. Gallagher & Co.

Financial Services
90
+ 41.86%
$275.89 - $345.24 $24.8K - $31.1K
305 $105M
KAPR
Innovator U.S. Small Cap Power

ETFs
1.88K
+ 23.44%
$30.82 - $33.62 $57.9K - $63.2K
9.9K $305M
ZTS
Zoetis Inc.

Healthcare
253
+ 38.28%
$156.48 - $175.67 $39.6K - $44.4K
914 $150M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
789
+ 13.66%
$75.47 - $84.24 $59.5K - $66.5K
6.56K $506M
ATO
Atmos Energy Corp

Utilities
219
+ 39.53%
$136.51 - $154.58 $29.9K - $33.9K
773 $120M
SHEL
Shell PLC

Energy
562
+ 3122.22%
$62.84 - $73.29 $35.3K - $41.2K
580 $42.5M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
827
+ 582.39%
$49.36 - $53.08 $40.8K - $43.9K
969 $48.3M
Innovator Etfs Trust
1.43K
New
N/A
1.43K $40.2M
WFC
Wells Fargo & Company

Financial Services
477
+ 14.29%
$66.78 - $81.42 $31.9K - $38.8K
3.82K $274M
AAPL
Apple Inc.

Technology
1.33K
+ 14.65%
$209.68 - $247.1 $280K - $330K
10.4K $2.32B
CTAS
Cintas Corp

Industrials
143
+ 35.48%
$182.09 - $208.14 $26K - $29.8K
546 $112M
MAIN
Main Street Capital Corp

Financial Services
682
New
$54.71 - $63.1 $37.3K - $43K
682 $38.6M
AXP
American Express CO

Financial Services
146
+ 540.74%
$255.39 - $325.87 $37.3K - $47.6K
173 $46.4M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
849
+ 81.63%
$44.96 - $47.9 $38.2K - $40.7K
1.89K $85.9M
OKE
Oneok Inc

Energy
370
+ 2466.67%
$89.57 - $109.85 $33.1K - $40.6K
385 $38.2M
Innovator Etfs Trust
1.44K
New
N/A
1.44K $36M
Innovator Etfs Trust
1.47K
+ 51.8%
N/A
4.31K $105M
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.2K
+ 49.24%
$28.92 - $29.24 $34.7K - $35.1K
3.64K $106M
CVS
Cvs Health Corp

Healthcare
290
+ 41.49%
$44.22 - $68.64 $12.8K - $19.9K
989 $67M
GILD
Gilead Sciences, Inc.

Healthcare
307
+ 538.6%
$89.14 - $117.41 $27.4K - $36K
364 $40.8M
TSCO
Tractor Supply CO

Consumer Cyclical
574
+ 34.68%
$51.66 - $57.94 $29.7K - $33.3K
2.23K $123M
AEM
Agnico Eagle Mines LTD

Basic Materials
297
+ 412.5%
$79.66 - $108.41 $23.7K - $32.2K
369 $40M
BR
Broadridge Financial Solutions, Inc.

Technology
124
+ 47.51%
$221.46 - $244.83 $27.5K - $30.4K
385 $93.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
238
+ 8.7%
$126.11 - $135.06 $30K - $32.1K
2.97K $383M
FAST
Fastenal CO

Industrials
322
+ 19.42%
$71.11 - $79.98 $22.9K - $25.8K
1.98K $154M
ACN
Accenture PLC

Technology
171
+ 35.48%
$300.91 - $398.25 $51.5K - $68.1K
653 $204M
SYK
Stryker Corp

Healthcare
85
+ 43.37%
$355.18 - $399.9 $30.2K - $34K
281 $105M
ORCL
Oracle Corp

Technology
502
+ 37.1%
$139.81 - $186.47 $70.2K - $93.6K
1.86K $259M
MRK
Merck & Co., Inc.

Healthcare
461
+ 59.18%
$83.01 - $101.02 $38.3K - $46.6K
1.24K $111M
ED
Consolidated Edison Inc

Utilities
300
New
$88.0 - $110.59 $26.4K - $33.2K
300 $33.2M
UPS
United Parcel Service Inc

Industrials
336
+ 134.94%
$109.66 - $136.26 $36.8K - $45.8K
585 $64.4M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
917
+ 377.37%
$36.64 - $45.76 $33.6K - $42K
1.16K $43.5M
ASML
Asml Holding Nv

Technology
53
+ 61.63%
$662.63 - $776.99 $35.1K - $41.2K
139 $92.1M
First Tr Exchng Traded Fd Vi
978
+ 30.61%
N/A
4.17K $145M
SPGI
S&P Global Inc.

Financial Services
60
+ 35.29%
$478.26 - $543.77 $28.7K - $32.6K
230 $117M
UNH
Unitedhealth Group Inc

Healthcare
57
+ 52.78%
$461.52 - $548.18 $26.3K - $31.2K
165 $86.4M
VB
Vanguard Small Cap ETF

ETFs
141
New
$217.89 - $252.64 $30.7K - $35.6K
141 $31.3M
PLTR
Palantir Technologies Inc.

Technology
357
+ 281.1%
$64.98 - $124.62 $23.2K - $44.5K
484 $40.9M
ARES
Ares Management Corp

Financial Services
212
New
$140.19 - $198.28 $29.7K - $42K
212 $31.1M
EQIX
Equinix Inc

Real Estate
47
+ 82.46%
$803.0 - $959.97 $37.7K - $45.1K
104 $84.8M
INTU
Intuit Inc

Technology
54
+ 36.73%
$555.63 - $630.23 $30K - $34K
201 $123M
SPY
Spdr S&P 500 ETF Trust

ETFs
64
+ 33.68%
$551.42 - $612.93 $35.3K - $39.2K
254 $142M
SHW
Sherwin Williams CO

Basic Materials
77
+ 19.74%
$330.16 - $365.55 $25.4K - $28.1K
467 $163M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
715
New
$41.35 - $44.46 $29.6K - $31.8K
715 $30.2M
Activity Summary
Buys All Purchases 655 New Holdings 307 Increased Positions 348 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Financial Network Wealth Advisors LLC Portfolio

Follow Financial Network Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Network Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial Network Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email