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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.5 Billion 12.84% of portfolio
520,101
Q3 2024 Reduced 4.55%
$0
$3.41 Billion 2.81% of portfolio
41,093
Q3 2024 Reduced 2.28%
$0
$3.16 Billion 2.61% of portfolio
59,748
Q3 2024 Reduced 1.94%
$0
$3.09 Billion 2.55% of portfolio
70,069
Q3 2024 Reduced 8.45%
$0
$2.89 Billion 2.39% of portfolio
54,475
Q3 2024 Reduced 3.39%
$0
$2.86 Billion 2.36% of portfolio
76,057
Q3 2024 Reduced 1.37%
$3.68T
$2.68 Billion 2.21% of portfolio
11,504
Q3 2024 Reduced 47.45%
$0
$2.27 Billion 1.87% of portfolio
44,718
Q3 2024 Reduced 1.32%
$0
$2.13 Billion 1.76% of portfolio
22,846
Q3 2024 Added 1.13%
$6.19B
$1.94 Billion 1.6% of portfolio
42,468
Q2 2024 Added 0.05%
$3.1T
$1.91 Billion 1.58% of portfolio
4,439
Q3 2024 Reduced 1.29%
$0
$1.87 Billion 1.54% of portfolio
3,237
Q3 2024 Added 2.31%
$0
$1.51 Billion 1.25% of portfolio
47,631
Q3 2024 Reduced 0.39%
$7.66B
$1.33 Billion 1.1% of portfolio
25,602
Q3 2024 Reduced 5.76%
$0
$1.32 Billion 1.09% of portfolio
56,188
Q3 2024 Reduced 9.92%
$0
$1.29 Billion 1.07% of portfolio
58,379
Q3 2024 Reduced 4.73%
$214B
$1.2 Billion 0.99% of portfolio
3,940
Q3 2024 Reduced 1.1%
$0
$1.18 Billion 0.97% of portfolio
28,495
Q3 2024 Reduced 2.98%
$0
$1.1 Billion 0.91% of portfolio
30,496
Q3 2024 Reduced 10.14%
$2.07T
$1.1 Billion 0.91% of portfolio
5,927
Q3 2024 Added 3.98%
$1.06T
$1.08 Billion 0.89% of portfolio
6,505
Q3 2024 Reduced 9.51%
$0
$1.08 Billion 0.89% of portfolio
19,086
Q3 2024 Reduced 3.82%
$0
$1.06 Billion 0.87% of portfolio
26,892
Q1 2024 Added 168.28%
$0
$964 Million 0.8% of portfolio
42,802
Q3 2024 Reduced 3.85%
$0
$951 Million 0.79% of portfolio
9,692
Q3 2024 Reduced 5.24%
$0
$923 Million 0.76% of portfolio
8,351
Q3 2024 Added 52.36%
$0
$885 Million 0.73% of portfolio
20,393
Q3 2024 Reduced 0.64%
$0
$867 Million 0.72% of portfolio
35,953
Q3 2024 Added 4.09%
$279B
$858 Million 0.71% of portfolio
15,191
Q3 2024 Reduced 2.8%
$0
$853 Million 0.7% of portfolio
18,746
Q3 2024 Reduced 5.31%
$0
$838 Million 0.69% of portfolio
28,830
Q3 2024 Reduced 6.18%
$0
$839 Million 0.69% of portfolio
10,015
Q3 2024 Reduced 4.93%
$297B
$828 Million 0.68% of portfolio
4,195
Q3 2024 Reduced 2.1%
$0
$816 Million 0.67% of portfolio
4,550
Q3 2024 Added 20.56%
$0
$795 Million 0.66% of portfolio
9,058
Q3 2024 Added 2.65%
$501B
$780 Million 0.64% of portfolio
6,652
Q3 2024 Added 4.72%
$364B
$766 Million 0.63% of portfolio
6,311
Q3 2024 Reduced 7.94%
$0
$761 Million 0.63% of portfolio
9,580
Q3 2024 Added 2.97%
$0
$763 Million 0.63% of portfolio
18,458
Q3 2024 Reduced 14.83%
Innovator Etfs Tr
-
$728 Million 0.6% of portfolio
-
Q1 2024 New
$0
$686 Million 0.57% of portfolio
3,465
Q3 2024 New
$272B
$676 Million 0.56% of portfolio
9,405
Q3 2024 Reduced 0.5%
$0
$644 Million 0.53% of portfolio
7,018
Q3 2024 Added 8.42%
$0
$638 Million 0.53% of portfolio
10,907
Q3 2024 Reduced 3.21%
$489B
$606 Million 0.5% of portfolio
1,227
Q3 2024 Reduced 9.51%
$0
$587 Million 0.48% of portfolio
7,717
Q3 2024 Reduced 2.96%
$203B
$568 Million 0.47% of portfolio
4,981
Q3 2024 Reduced 1.25%
$175B
$552 Million 0.46% of portfolio
4,557
Q3 2024 Added 1.63%
$503B
$555 Million 0.46% of portfolio
2,020
Q3 2024 Reduced 0.05%

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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