Financial Management Network Inc Incresed Positions in Q1 2025

Financial Management Network Inc

  • $425 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
42.8K
+ 34.4%
$102.49 - $119.96 $4.39M - $5.14M
167K $17.5M
AVIV
American Centy ETF Tr Avantis
35.5K
+ 72.88%
$51.51 - $58.54 $1.83M - $2.08M
84.3K $4.78M
AVLV
American Centy ETF Tr Avantis
36.1K
+ 43.46%
$63.51 - $70.42 $2.29M - $2.54M
119K $7.77M
AVUV
American Centy ETF Tr Avantis

ETFs
38.5K
+ 27.4%
$84.95 - $100.62 $3.27M - $3.88M
179K $15.6M
IVV
Ishares Core S&P 500 ETF

ETFs
7.26K
+ 9.12%
$554.06 - $615.85 $4.02M - $4.47M
86.8K $48.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
43.6K
+ 13.35%
$57.21 - $65.8 $2.5M - $2.87M
370K $21.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
22.8K
+ 40.55%
$44.41 - $45.98 $1.01M - $1.05M
79K $3.61M
VCIT
Vanguard Intermediate Term Cor

ETFs
9.15K
+ 6.53%
$79.17 - $82.04 $724K - $751K
149K $12.2M
CGCP
Capital Group Core Plus Income

ETFs
22.4K
+ 40.78%
$21.94 - $22.64 $490K - $506K
77.2K $1.73M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
5.37K
+ 1.08%
N/A
503K $43.2M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.12K
+ 3.89%
$114.57 - $118.14 $243K - $251K
56.7K $6.7M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
7.71K
+ 30.83%
$48.02 - $53.02 $370K - $409K
32.7K $1.62M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
14.6K
+ 7.09%
$22.25 - $23.0 $325K - $336K
221K $5.07M
SMIG
ETF Ser Solutions Aam Bahl Gay

ETFs
11.3K
+ 124.08%
$27.88 - $30.57 $314K - $344K
20.3K $580K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
17.5K
+ 10.91%
$16.18 - $17.82 $284K - $313K
178K $2.99M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.29K
+ 10.31%
$81.83 - $82.73 $269K - $272K
35.2K $2.91M
CLOI
Vaneck ETF Tr

ETFs
5.36K
+ 7.12%
$52.68 - $53.16 $282K - $285K
80.6K $4.26M
FGRO
Fidelity Covington Tr

ETFs
12.6K
+ 5.53%
N/A
240K $5.38M
LLY
Eli Lilly & CO

Healthcare
229
+ 16.9%
$725.72 - $929.72 $166K - $213K
1.58K $1.31M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
7.37K
+ 5.43%
N/A
143K $3.65M
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
6.6K
+ 17.95%
$16.21 - $17.94 $107K - $118K
43.4K $778K
CGGO
Capital Group Global Growth Eq

ETFs
11.6K
+ 6.88%
$28.33 - $30.84 $328K - $357K
180K $5.1M
JPM
Jpmorgan Chase & CO

Financial Services
367
+ 5.08%
$225.19 - $279.95 $82.6K - $103K
7.59K $1.86M
URI
United Rentals, Inc.

Industrials
268
+ 42.61%
$594.17 - $789.56 $159K - $212K
897 $562K
COP
Conocophillips

Energy
940
+ 41.17%
$88.6 - $105.85 $83.3K - $99.5K
3.22K $338K
MCD
Mcdonalds Corp

Consumer Cyclical
6
+ 0.15%
$279.74 - $321.29 $1.68K - $1.93K
4.06K $1.27M
CGXU
Capital Group Intl Focus Equit

ETFs
6.65K
+ 1.48%
$24.48 - $26.59 $163K - $177K
455K $11.1M
IBM
International Business Machines Corp

Technology
49
+ 2.23%
$217.4 - $264.74 $10.7K - $13K
2.24K $557K
ARES
Ares Management Corp

Financial Services
783
+ 56.41%
$140.19 - $198.28 $110K - $155K
2.17K $318K
NFLX
Netflix Inc

Communication Services
50
+ 13.89%
$828.4 - $1058.6 $41.4K - $52.9K
410 $382K
XLE
Energy Sector Spdr

ETFs
21
+ 0.36%
$85.7 - $93.96 $1.8K - $1.97K
5.81K $542K
DURA
Vaneck Morningstar Durable Div

ETFs
623
+ 4.21%
$32.13 - $34.15 $20K - $21.3K
15.4K $525K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
132
+ 2.2%
$87.68 - $94.52 $11.6K - $12.5K
6.13K $574K
ABT
Abbott Laboratories

Healthcare
9
+ 0.44%
$111.1 - $140.22 $1K - $1.26K
2.05K $271K
VZ
Verizon Communications Inc

Communication Services
56
+ 0.98%
$37.81 - $46.49 $2.12K - $2.6K
5.74K $260K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
10
+ 0.12%
$128.74 - $138.67 $1.29K - $1.39K
8.25K $1.12M
VEA
Vanguard Ftse Developed Market

ETFs
17
+ 0.25%
$47.4 - $52.99 $806 - $901
6.89K $350K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.92K
+ 8.69%
$21.75 - $24.28 $41.8K - $46.7K
24K $531K
VIG
Vanguard Dividend Appreciation

ETFs
88
+ 0.48%
N/A
18.3K $3.34M
SPY
Spdr S&P 500 ETF Trust

ETFs
86
+ 6.95%
$551.42 - $612.93 $47.4K - $52.7K
1.32K $740K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
559
+ 11.36%
$61.55 - $71.27 $34.4K - $39.8K
5.48K $342K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
162
+ 6.45%
$120.24 - $134.3 $19.5K - $21.8K
2.67K $325K
SCI
Service Corp International

Consumer Cyclical
3
+ 0.11%
$75.99 - $84.16 $228 - $252
2.75K $220K
QCOM
Qualcomm Inc

Technology
1
+ 0.04%
$151.94 - $175.86 $152 - $176
2.39K $367K
Blackrock ETF Trust Ii
7.71K
+ 30.63%
N/A
32.9K $0
Goldman Sachs ETF Tr
6.56K
+ 54.77%
N/A
18.5K $0
Goldman Sachs ETF Tr
13.2K
+ 107.52%
N/A
25.4K $0
Vanguard Mun Bd Fds
1.61K
+ 23.86%
N/A
8.36K $0
SMOT
Vaneck ETF Tr Morningstar Smid
28K
+ 5.31%
N/A
555K $0
Activity Summary
Buys All Purchases 86 New Holdings 6 Increased Positions 80 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Financial Management Network Inc Portfolio

Follow Financial Management Network Inc 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 Management Network Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Management Network Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email