Financial Management Network Inc has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $373 Million distributed in 154 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck Morningstar Wide Moat E with a value of $40.7M, Ishares Core S&P 500 ETF with a value of $33.7M, Pacer Fds Tr Pacer Us Small Ca with a value of $19.1M, Ishares Core S&P Mid Cap ETF with a value of $15.9M, and Pacer Fds Tr Global Cash Cows with a value of $15.6M.

Examining the 13F form we can see an increase of $47.8M in the current position value, from $325M to 373M.

Below you can find more details about Financial Management Network Inc portfolio as well as his latest detailed transactions.

Portfolio value $373 Million
ETFs: $277 Million
Technology: $29.3 Million
Financial Services: $21.6 Million
Consumer Cyclical: $12 Million
Communication Services: $7.82 Million
Real Estate: $6.32 Million
Industrials: $5.49 Million
Consumer Defensive: $5.25 Million
Other: $8.82 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 154
  • Current Value $373 Million
  • Prior Value $325 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 22, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 27 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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