Financial Network Wealth Advisors LLC Portfolio Holdings

Financial Network Wealth Advisors LLC

  • $121 Billion
  • Q3 2024

Financial Network Wealth Advisors LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $121 Billion distributed in 813 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Ex Td Viii Ft Cboe Ve with a value of $15.5B, Spdr Portfolio with a value of $3.41B, Spdr Portfolio S&P 500 Value E with a value of $3.16B, Blue Buffalo Pet Products, Inc. with a value of $3.09B, and Vaneck High Yield Muni ETF with a value of $2.89B.

Examining the 13F form we can see an decrease of $12.6B in the current position value, from $134B to 121B.

Financial Network Wealth Advisors LLC is based out at Murray, UT

Below you can find more details about Financial Network Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $121 Billion
ETFs: $72 Billion
Technology: $10.1 Billion
Financial Services: $8.41 Billion
Consumer Defensive: $5.78 Billion
Consumer Cyclical: $4.92 Billion
Healthcare: $4.81 Billion
Industrials: $4 Billion
Communication Services: $3.07 Billion
Other: $4.23 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.14B
$3.18 Million 0.0% of portfolio
19
Q2 2024 New
$6.09B
$1.69 Million 0.0% of portfolio
56
Q3 2024 Reduced 45.63%
$7.17B
$3.9 Million 0.0% of portfolio
59
Q2 2024 New
$7.12B
$2.13 Million 0.0% of portfolio
38
Q3 2024 New
$2.09B
$1.44 Million 0.0% of portfolio
46
Q2 2024 New
$8.45B
$1.95 Million 0.0% of portfolio
30
Q3 2024 Added 50.0%
$7.78B
$919,000 0.0% of portfolio
40
Q3 2024 Reduced 2.44%
$3.75B
$1.35 Million 0.0% of portfolio
21
Q3 2024 Added 16.67%
$9.6B
$702,000 0.0% of portfolio
5
Q2 2024 New
$8.14B
$893,000 0.0% of portfolio
6
Q2 2024 New
$2.1B
$2.5 Million 0.0% of portfolio
25
Q3 2024 Added 19.05%
$6.06B
$2.55 Million 0.0% of portfolio
200
Q2 2024 New
$4.69B
$3.84 Million 0.0% of portfolio
56
Q3 2024 Reduced 50.0%
$2.89B
$1.81 Million 0.0% of portfolio
16
Q3 2024 New
$4.32B
$1.1 Million 0.0% of portfolio
35
Q2 2024 New
$4.53B
$2.91 Million 0.0% of portfolio
17
Q2 2024 New
$2.94B
$1.67 Million 0.0% of portfolio
67
Q3 2024 New
$8.82B
$1.56 Million 0.0% of portfolio
38
Q3 2024 Added 72.73%
$4.02B
$536,000 0.0% of portfolio
28
Q3 2024 New
$4.95B
$1.93 Million 0.0% of portfolio
31
Q3 2024 Added 10.71%
$7.25B
$2.8 Million 0.0% of portfolio
20
Q2 2024 New
$6.13B
$4.92 Million 0.0% of portfolio
46
Q2 2024 New
$2.59B
$1 Million 0.0% of portfolio
26
Q2 2024 New
$3.81B
$530,000 0.0% of portfolio
2
Q2 2024 New
$3.83B
$642,000 0.0% of portfolio
11
Q2 2024 New
$2.43B
$798,000 0.0% of portfolio
34
Q3 2024 New
$4.91B
$2.41 Million 0.0% of portfolio
12
Q3 2024 Reduced 14.29%
$2.64B
$2.5 Million 0.0% of portfolio
64
Q3 2024 Added 540.0%
$3.78B
$5.73 Million 0.0% of portfolio
188
Q2 2024 New
$6.03B
$4.93 Million 0.0% of portfolio
34
Q3 2024 Added 61.9%
$5.89B
$2.28 Million 0.0% of portfolio
24
Q3 2024 Added 4.35%
$8.11B
$3.25 Million 0.0% of portfolio
17
Q3 2024 Reduced 50.0%
$5.57B
$4.81 Million 0.0% of portfolio
57
Q2 2024 New
$7.51B
$1.74 Million 0.0% of portfolio
6
Q2 2024 New
$4.6B
$2.86 Million 0.0% of portfolio
22
Q3 2024 Added 10.0%
$2.35B
$4.12 Million 0.0% of portfolio
13
Q2 2024 New
$4.31B
$607,000 0.0% of portfolio
7
Q3 2024 Reduced 50.0%

Summary

  • Portfolio
  • No. of Stocks 813
  • Current Value $121 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 89 stocks
  • Additional Purchases 254 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 296 stocks
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