Financial Network Wealth Advisors LLC Reduced Holdings in Q4 2024

Financial Network Wealth Advisors LLC

  • $53.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-281K
- 54.09%
$29.73 - $30.81 $8.36M - $8.67M
239K $7.28B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-33.4K
- 55.86%
$51.09 - $55.27 $1.71M - $1.84M
26.4K $1.35B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-38.3K
- 50.35%
$34.13 - $37.35 $1.31M - $1.43M
37.8K $1.29B
HYD
Vaneck High Yield Muni ETF

ETFs
-25.1K
- 46.14%
$51.09 - $53.06 $1.28M - $1.33M
29.3K $1.52B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-13.5K
- 59.05%
$89.9 - $100.66 $1.21M - $1.36M
9.36K $845M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-23.7K
- 53.0%
$50.37 - $50.6 $1.19M - $1.2M
21K $1.06B
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
-27.3K
- 38.9%
$43.97 - $45.33 $1.2M - $1.24M
42.8K $1.92B
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
-37K
- 77.59%
$31.55 - $32.84 $1.17M - $1.21M
10.7K $346M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.98K
- 61.26%
$570.51 - $610.59 $1.13M - $1.21M
1.25K $738M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-28K
- 91.66%
$35.94 - $36.85 $1M - $1.03M
2.54K $93.6M
SPYG
Spdr Portfolio

ETFs
-13.6K
- 33.1%
$81.74 - $91.38 $1.11M - $1.24M
27.5K $2.42B
PMAR
Innovator U.S. Equity Power Bu

ETFs
-23.1K
- 86.03%
$39.04 - $40.41 $903K - $935K
3.76K $151M
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-40K
- 68.48%
$22.06 - $22.58 $882K - $903K
18.4K $413M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-36.3K
- 64.61%
$22.39 - $23.45 $813K - $851K
19.9K $457M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-13.8K
- 72.46%
$55.86 - $60.21 $773K - $833K
5.26K $301M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-4.28K
- 94.04%
$176.42 - $186.91 $755K - $800K
271 $48.3M
IEF
Ishares Barclays

ETFs
-7.58K
- 78.17%
$92.08 - $98.18 $698K - $744K
2.12K $196M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-18.2K
- 98.39%
$41.16 - $42.25 $748K - $767K
297 $12.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.3K
- 72.52%
$180.88 - $232.93 $777K - $1M
1.63K $357M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-15.8K
- 55.38%
$38.37 - $42.82 $606K - $676K
12.7K $488M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-22.2K
- 77.13%
$26.05 - $29.17 $579K - $649K
6.59K $173M
GOOGL
Alphabet Inc.

Communication Services
-4.32K
- 66.4%
$161.86 - $196.66 $699K - $849K
2.19K $414M
TIP
Ishares Tr Tips Bd ETF

ETFs
-5.86K
- 70.15%
$106.33 - $110.69 $623K - $648K
2.49K $266M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-14.8K
- 72.77%
$42.33 - $43.3 $628K - $643K
5.55K $237M
Innovator Etfs Trust
-15.1K
- 87.07%
N/A
2.24K $96.6M
WFC
Wells Fargo & Company

Financial Services
-11.9K
- 78.03%
$54.98 - $77.35 $652K - $917K
3.34K $234M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-26.4K
- 61.66%
$21.43 - $22.55 $566K - $595K
16.4K $354M
VIG
Vanguard Dividend Appreciation

ETFs
-2.98K
- 86.09%
N/A
482 $94.4M
INDA
Ishares Msci India Index Fund

ETFs
-9.96K
- 91.35%
$52.64 - $58.16 $524K - $579K
944 $49.7M
NVDA
Nvidia Corp

Technology
-4.35K
- 68.88%
$117.0 - $148.88 $509K - $647K
1.96K $264M
VCIT
Vanguard Intermediate Term Cor

ETFs
-5.8K
- 57.93%
$80.13 - $83.77 $465K - $486K
4.21K $338M
MSFT
Microsoft Corp

Technology
-1.08K
- 24.4%
$406.35 - $454.46 $440K - $492K
3.36K $1.41B
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-18.6K
- 51.63%
$23.92 - $24.89 $444K - $462K
17.4K $426M
AAPL
Apple Inc.

Technology
-2.4K
- 20.87%
$221.69 - $259.02 $532K - $622K
9.1K $2.28B
HD
Home Depot, Inc.

Consumer Cyclical
-835
- 66.8%
$385.02 - $431.37 $321K - $360K
415 $161M
KO
Coca Cola CO

Consumer Defensive
-4.06K
- 43.19%
$61.74 - $71.71 $251K - $291K
5.34K $333M
SBUX
Starbucks Corp

Consumer Cyclical
-3.44K
- 85.87%
$87.44 - $102.5 $301K - $353K
566 $51.6M
IBM
International Business Machines Corp

Technology
-1.51K
- 88.32%
$204.9 - $238.04 $310K - $360K
200 $44M
MA
Mastercard Inc

Financial Services
-700
- 57.05%
$491.3 - $536.15 $344K - $375K
527 $278M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-3.63K
- 40.1%
$86.65 - $94.9 $315K - $345K
5.43K $471M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-6.81K
- 36.33%
$44.33 - $49.55 $302K - $337K
11.9K $536M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.08K
- 79.52%
$244.52 - $284.07 $265K - $308K
279 $68.9M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-3.81K
- 39.73%
$78.43 - $87.17 $299K - $332K
5.77K $463M
V
Visa Inc.

Financial Services
-1.2K
- 59.55%
$273.87 - $320.91 $329K - $386K
817 $258M
PEP
Pepsico Inc

Consumer Defensive
-1.7K
- 85.76%
$151.29 - $176.1 $257K - $299K
282 $42.9M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-3.15K
- 44.93%
$91.29 - $91.8 $288K - $289K
3.87K $353M
PSFM
Pacer Fds Tr Swan Sos Flex Apr
-9.83K
- 63.3%
N/A
5.7K $169M
ABBV
Abb Vie Inc.

Healthcare
-1.05K
- 24.93%
$164.99 - $203.87 $173K - $213K
3.15K $560M
FSK
Fs Kkr Capital Corp

Financial Services
-13.4K
- 97.08%
$19.71 - $22.22 $264K - $297K
403 $8.75M
Activity Summary
Buys All Purchases 83 New Holdings 57 Increased Positions 26 Sells All Sells 349 Reductions 349 Sold out 0 Options Calls 0 Puts 0
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