Financial Management Network Inc has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $418 Million distributed in 160 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 $46.9M, Vaneck Morningstar Wide Moat E with a value of $42.7M, Ishares Core S&P Mid Cap ETF with a value of $20.4M, Apple Inc. with a value of $16.9M, and Ishares Core S&P Sm Cap ETF with a value of $14.3M.
Examining the 13F form we can see an decrease of $5.98M in the current position value, from $424M to 418M.
Below you can find more details about Financial Management Network Inc portfolio as well as his latest detailed transactions.
Portfolio value
$418 Million
ETFs: $313 Million
Technology: $36.2 Million
Financial Services: $17.5 Million
Consumer Cyclical: $14.3 Million
Communication Services: $9.07 Million
Industrials: $5.63 Million
Real Estate: $5.42 Million
Healthcare: $4.59 Million
Other: $4.05 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
