Financial Network Wealth Advisors LLC New Holdings in Q3 2024

Financial Network Wealth Advisors LLC

  • $121 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
3.47K
New
$182.15 - $182.15 $631K - $631K
3.47K $686M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.64K
New
$89.91 - $101.33 $238K - $268K
2.64K $259M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.82K
New
$49.93 - $51.15 $141K - $144K
2.82K $144M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.01K
New
$116.79 - $133.54 $118K - $135K
1.01K $134M
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.31K
New
$71.19 - $76.59 $93.3K - $100K
1.31K $100M
LQD
Ishares Iboxx $ Investment Gra

ETFs
863
New
$106.11 - $113.72 $91.6K - $98.1K
863 $97.5M
FNDF
Schwab Fundamental Intl Large

ETFs
1.79K
New
$33.67 - $37.71 $60.3K - $67.5K
1.79K $66.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.16K
New
$41.9 - $48.26 $48.6K - $56K
1.16K $55.5M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
1.05K
New
$39.15 - $46.02 $41.1K - $48.3K
1.05K $48M
FIW
First Trust Water ETF

ETFs
400
New
$98.0 - $109.33 $39.2K - $43.7K
400 $43.7M
GTO
Invesco Actively Managed ETF T

ETFs
800
New
$46.22 - $48.77 $37K - $39K
800 $38.6M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
750
New
$44.56 - $50.18 $33.4K - $37.6K
750 $37.5M
SVAL
Ishares Tr Us Small Cap Value

ETFs
1K
New
$28.64 - $33.7 $28.6K - $33.7K
1K $32.2M
PSR
Invesco Actively

ETFs
250
New
$84.82 - $99.93 $21.2K - $25K
250 $24.6M
AZN
Astrazeneca PLC

Healthcare
296
New
$76.67 - $87.62 $22.7K - $25.9K
296 $23.1M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
1.43K
New
$10.49 - $11.94 $15K - $17K
1.43K $16.5M
VEEV
Veeva Systems Inc

Healthcare
77
New
$180.43 - $223.9 $13.9K - $17.2K
77 $16.2M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
100
New
$125.95 - $142.04 $12.6K - $14.2K
100 $14.2M
FPXI
First Tr Exchange Traded Fd Ii

ETFs
250
New
$43.21 - $49.0 $10.8K - $12.3K
250 $12.1M
ETSY
Etsy Inc

Consumer Cyclical
200
New
$51.5 - $65.47 $10.3K - $13.1K
200 $11.1M
COIN
Coinbase Global, Inc.

Technology
56
New
$147.09 - $265.15 $8.24K - $14.8K
56 $9.98M
CVI
Cvr Energy Inc

Energy
346
New
$21.22 - $28.73 $7.34K - $9.94K
346 $7.97M
PFM
Invesco Exchange Traded Fd Tr

ETFs
160
New
$42.65 - $46.55 $6.82K - $7.45K
160 $7.45M
KOCT
Innovator Laddered Fund Of U.S
198
New
N/A
198 $6.01M
DDOG
Datadog, Inc.

Technology
50
New
$104.97 - $134.56 $5.25K - $6.73K
50 $5.75M
IRT
Independence Realty Trust, Inc.

Real Estate
250
New
$18.32 - $21.15 $4.58K - $5.29K
250 $5.13M
VXF
Vanguard Extended Market ETF

ETFs
26
New
$163.98 - $182.92 $4.26K - $4.76K
26 $4.73M
FXU
First Tr Exchange Traded Fd Ut

ETFs
120
New
$32.72 - $38.48 $3.93K - $4.62K
120 $4.62M
FPX
First Trust Us Equity Opportun

ETFs
40
New
$92.33 - $110.55 $3.69K - $4.42K
40 $4.41M
CLF
Cleveland Cliffs Inc.

Basic Materials
300
New
$10.91 - $16.21 $3.27K - $4.86K
300 $3.83M
TDG
Trans Digm Group Inc

Industrials
2
New
$1202.03 - $1427.41 $2.4K - $2.85K
2 $2.85M
RPRX
Royalty Pharma PLC

Healthcare
78
New
$25.63 - $29.27 $2K - $2.28K
78 $2.21M
IWY
Ishares Tr Russell 200 Growth

ETFs
10
New
$194.66 - $225.97 $1.95K - $2.26K
10 $2.2M
FR
First Industrial Realty Trust Inc

Real Estate
38
New
$47.13 - $56.97 $1.79K - $2.16K
38 $2.13M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
75
New
$25.19 - $26.39 $1.89K - $1.98K
75 $1.97M
PLTR
Palantir Technologies Inc.

Technology
52
New
$24.09 - $37.95 $1.25K - $1.97K
52 $1.93M
IEX
Idex Corp

Industrials
9
New
$190.56 - $214.98 $1.72K - $1.93K
9 $1.93M
EWRE
Invesco S&P 500 Equal Weight R

ETFs
50
New
N/A
50 $1.9M
CRTO
Criteo S.A.

Communication Services
47
New
$37.88 - $49.66 $1.78K - $2.33K
47 $1.89M
NNI
Nelnet Inc

Financial Services
16
New
$100.81 - $115.58 $1.61K - $1.85K
16 $1.81M
LRN
Stride, Inc.

Consumer Defensive
21
New
$66.21 - $85.31 $1.39K - $1.79K
21 $1.79M
BOX
Box Inc

Technology
52
New
$24.92 - $33.45 $1.3K - $1.74K
52 $1.7M
OII
Oceaneering International Inc

Energy
67
New
$22.41 - $30.02 $1.5K - $2.01K
67 $1.67M
HUBS
Hubspot Inc

Technology
3
New
$450.09 - $592.58 $1.35K - $1.78K
3 $1.6M
DTM
Dt Midstream, Inc.

Energy
20
New
$69.34 - $79.28 $1.39K - $1.59K
20 $1.57M
SPOT
Spotify Technology S.A.

Communication Services
4
New
$290.16 - $384.01 $1.16K - $1.54K
4 $1.47M
TER
Teradyne, Inc

Technology
11
New
$114.25 - $163.0 $1.26K - $1.79K
11 $1.47M
VICI
Vici Properties Inc.

Real Estate
44
New
$27.64 - $34.08 $1.22K - $1.5K
44 $1.47M
DECK
Deckers Outdoor Corp

Consumer Cyclical
9
New
$150.73 - $974.56 $1.36K - $8.77K
9 $1.44M
Activity Summary
Buys All Purchases 343 New Holdings 89 Increased Positions 254 Sells All Sells 296 Reductions 296 Sold out 0 Options Calls 0 Puts 0
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