Financial Network Wealth Advisors LLC Portfolio Holdings

Financial Network Wealth Advisors LLC

  • $100 Billion
  • Q1 2024

Financial Network Wealth Advisors LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $100 Billion distributed in 123 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 $15.4B, Blue Buffalo Pet Products, Inc. with a value of $3.41B, Vaneck High Yield Muni ETF with a value of $2.99B, Spdr Ser Tr Fds Spdr Portfolio with a value of $2.78B, and Spdr Portfolio with a value of $2.34B.

Examining the 13F form we can see an increase of $6.51B in the current position value, from $93.9B to 100B. Also it can be appreciated an additional of 17 stocks purchases and 8 closed positions.

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 $100 Billion
ETFs: $62.6 Billion
Technology: $6.77 Billion
Financial Services: $5.89 Billion
Consumer Defensive: $4.85 Billion
Consumer Cyclical: $3.5 Billion
Healthcare: $2.77 Billion
Communication Services: $2.67 Billion
Energy: $1.19 Billion
Other: $2.33 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.4 Billion 15.31% of portfolio
549,926
Q1 2024 Reduced 6.63%
$0
$3.41 Billion 3.4% of portfolio
81,790
Q1 2024 Reduced 11.65%
$0
$2.99 Billion 2.98% of portfolio
57,198
Q1 2024 Added 4.12%
$0
$2.78 Billion 2.77% of portfolio
77,539
Q1 2024 Reduced 0.86%
$0
$2.34 Billion 2.33% of portfolio
32,007
Q1 2024 Reduced 1.33%
$0
$2.31 Billion 2.3% of portfolio
46,054
Q1 2024 Reduced 0.97%
$0
$2.29 Billion 2.28% of portfolio
45,478
Q1 2024 Added 0.9%
-
$1.96 Billion 1.95% of portfolio
-
Q1 2024 Added 0.01%
$3.09T
$1.86 Billion 1.85% of portfolio
4,415
Q1 2024 Added 0.14%
$3.09T
$1.8 Billion 1.79% of portfolio
10,513
Q1 2024 Reduced 50.1%
$0
$1.79 Billion 1.78% of portfolio
20,498
Q1 2024 Reduced 0.81%
$4.14B
$1.71 Billion 1.7% of portfolio
42,445
Q1 2024 Reduced 4.69%
$0
$1.67 Billion 1.66% of portfolio
3,191
Q1 2024 Added 7.66%
$0
$1.65 Billion 1.64% of portfolio
21,686
Q1 2024 Reduced 0.58%
$0
$1.35 Billion 1.35% of portfolio
59,510
Q1 2024 Added 12.96%
$0
$1.3 Billion 1.29% of portfolio
14,902
Q1 2024 Reduced 1.04%
$0
$1.23 Billion 1.22% of portfolio
14,775
Q1 2024 Reduced 0.15%
$0
$1.19 Billion 1.19% of portfolio
55,786
Q1 2024 Added 10.16%
$0
$1.18 Billion 1.17% of portfolio
34,530
Q1 2024 Added 199.61%
Aim ETF Products Trust
-
$1.17 Billion 1.16% of portfolio
-
Q1 2024 New
$0
$1.14 Billion 1.14% of portfolio
52,711
Q1 2024 Added 0.2%
$190B
$1.11 Billion 1.1% of portfolio
3,924
Q1 2024 Added 0.46%
$0
$1.11 Billion 1.1% of portfolio
2,119
Q4 2023 New
$539B
$1.07 Billion 1.07% of portfolio
2,556
Q1 2024 Added 53.7%
$0
$1.06 Billion 1.06% of portfolio
29,378
Q1 2024 Added 2.49%
$1.03T
$1.03 Billion 1.02% of portfolio
6,801
Q1 2024 Added 6.65%
$0
$1 Billion 1.0% of portfolio
10,611
Q1 2024 Reduced 4.25%
$0
$990 Million 0.99% of portfolio
26,892
Q1 2024 Added 168.28%
$1.8T
$956 Million 0.95% of portfolio
5,299
Q1 2024 Added 1.71%
$0
$957 Million 0.95% of portfolio
22,493
Q1 2024 Added 0.64%
$0
$943 Million 0.94% of portfolio
17,835
Q1 2024 Reduced 1.44%
$0
$937 Million 0.93% of portfolio
31,480
Q1 2024 Added 4.72%
$0
$921 Million 0.92% of portfolio
12,093
Q1 2024 Added 0.26%
$227B
$896 Million 0.89% of portfolio
15,453
Q1 2024 Reduced 3.7%
$6.77B
$853 Million 0.85% of portfolio
19,353
Q1 2024 Added 64.12%
$0
$845 Million 0.84% of portfolio
21,607
Q1 2024 New
$0
$812 Million 0.81% of portfolio
22,291
Q1 2024 Reduced 5.25%
$0
$769 Million 0.77% of portfolio
8,204
Q1 2024 Reduced 3.64%
$285B
$762 Million 0.76% of portfolio
4,185
Q1 2024 Reduced 1.9%
$2.73T
$755 Million 0.75% of portfolio
835
Q1 2024 Reduced 11.08%
$489B
$723 Million 0.72% of portfolio
6,217
Q1 2024 Reduced 0.97%
Innovator Etfs Trust
-
$681 Million 0.68% of portfolio
-
Q1 2024 New
$0
$645 Million 0.64% of portfolio
3,927
Q1 2024 New
$0
$608 Million 0.61% of portfolio
7,431
Q1 2024 Added 75.59%
-
$602 Million 0.6% of portfolio
-
Q4 2023 New
$0
$583 Million 0.58% of portfolio
20,868
Q1 2024 Added 0.96%
$426B
$579 Million 0.58% of portfolio
1,202
Q1 2024 Reduced 6.02%
$272B
$572 Million 0.57% of portfolio
9,343
Q1 2024 Reduced 0.96%
$0
$576 Million 0.57% of portfolio
5,797
Q1 2024 Reduced 5.28%

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $100 Billion
  • Prior Value $93.9 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 14, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 17 stocks
  • Additional Purchases 44 stocks
  • Sold out of 8 stocks
  • Reduced holdings in 48 stocks
Track This Portfolio

Track Financial Network Wealth Advisors LLC Portfolio

Follow Financial Network Wealth Advisors LLC 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 Network Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial Network Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email