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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.09 Billion 2.55% of portfolio
70,069
Q3 2024 Reduced 8.45%
$3.68T
$2.68 Billion 2.21% of portfolio
11,504
Q3 2024 Reduced 47.45%
$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%
$610B
$1.2 Billion 0.99% of portfolio
2,618
Q3 2024 Added 2.31%
$214B
$1.2 Billion 0.99% of portfolio
3,940
Q3 2024 Reduced 1.1%
$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%
$279B
$858 Million 0.71% of portfolio
15,191
Q3 2024 Reduced 2.8%
$297B
$828 Million 0.68% of portfolio
4,195
Q3 2024 Reduced 2.1%
$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%
$272B
$676 Million 0.56% of portfolio
9,405
Q3 2024 Reduced 0.5%
$489B
$606 Million 0.5% of portfolio
1,227
Q3 2024 Reduced 9.51%
$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%
$409B
$507 Million 0.42% of portfolio
1,250
Q3 2024 Reduced 6.09%
-
$451 Million 0.37% of portfolio
-
Q3 2024 Reduced 15.89%
$316B
$446 Million 0.37% of portfolio
3,026
Q3 2024 Reduced 1.88%
$237B
$429 Million 0.35% of portfolio
5,318
Q3 2024 Reduced 7.74%
$514B
$417 Million 0.34% of portfolio
2,446
Q3 2024 Added 31.51%
$238B
$399 Million 0.33% of portfolio
3,347
Q3 2024 Added 1.24%
$8.78B
$383 Million 0.32% of portfolio
8,104
Q3 2024 Added 0.26%
$113B
$391 Million 0.32% of portfolio
4,006
Q3 2024 Reduced 8.12%
$177B
$376 Million 0.31% of portfolio
8,374
Q3 2024 Added 9.16%
$192B
$379 Million 0.31% of portfolio
1,712
Q3 2024 Reduced 1.55%
$201B
$379 Million 0.31% of portfolio
612
Q3 2024 Reduced 1.13%
$163B
$369 Million 0.3% of portfolio
1,362
Q3 2024 Reduced 7.79%
$232B
$356 Million 0.29% of portfolio
687
Q3 2024 Added 10.81%
$1.08T
$351 Million 0.29% of portfolio
2,101
Q3 2024 Reduced 15.18%
$393B
$335 Million 0.28% of portfolio
472
Q3 2024 Reduced 10.1%
$219B
$337 Million 0.28% of portfolio
1,981
Q3 2024 Reduced 6.2%
$208B
$298 Million 0.25% of portfolio
3,093
Q3 2024 Added 18.01%
$225B
$301 Million 0.25% of portfolio
852
Q3 2024 Reduced 11.98%
$146B
$289 Million 0.24% of portfolio
4,442
Q3 2024 Reduced 5.89%
$96.3B
$296 Million 0.24% of portfolio
775
Q3 2024 Reduced 14.46%
$112B
$293 Million 0.24% of portfolio
3,249
Q3 2024 Reduced 3.88%
$236B
$276 Million 0.23% of portfolio
5,186
Q3 2024 Reduced 6.56%
$0
$272 Million 0.22% of portfolio
13,788
Q3 2024 Reduced 9.58%
$70.7B
$271 Million 0.22% of portfolio
1,985
Q3 2024 Reduced 44.51%
$411B
$253 Million 0.21% of portfolio
285
Q3 2024 Added 4.4%
-
$246 Million 0.2% of portfolio
-
Q3 2024 Reduced 4.88%
$201B
$246 Million 0.2% of portfolio
629
Q3 2024 Reduced 0.16%
$183B
$243 Million 0.2% of portfolio
391
Q3 2024 Reduced 16.09%
$164B
$235 Million 0.19% of portfolio
455
Q3 2024 Reduced 26.38%
$0
$219 Million 0.18% of portfolio
26,660
Q3 2024 Reduced 3.3%
$1.26T
$216 Million 0.18% of portfolio
378
Q3 2024 Reduced 1.31%
$173B
$206 Million 0.17% of portfolio
1,210
Q3 2024 Reduced 1.06%
$207B
$203 Million 0.17% of portfolio
227
Q3 2024 Reduced 1.73%

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
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