Financial Management Network Inc has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $425 Million distributed in 153 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $48.8M, Vaneck Morningstar Wide Moat E with a value of $43.2M, Ishares Core S&P Mid Cap ETF with a value of $21.6M, Ishares Core S&P Sm Cap ETF with a value of $17.5M, and American Centy ETF Tr Avantis with a value of $15.6M.
Examining the 13F form we can see an increase of $7.16M in the current position value, from $418M to 425M.
Below you can find more details about Financial Management Network Inc portfolio as well as his latest detailed transactions.
Portfolio value
$425 Million
ETFs: $319 Million
Technology: $30.6 Million
Financial Services: $24 Million
Consumer Cyclical: $13 Million
Communication Services: $7.82 Million
Industrials: $5.1 Million
Real Estate: $4.88 Million
Healthcare: $4.4 Million
Other: $3.78 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
