Financial Network Wealth Advisors LLC Portfolio Holdings

Financial Network Wealth Advisors LLC

  • $134 Billion
  • Q2 2024

Financial Network Wealth Advisors LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $134 Billion distributed in 2151 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 $15.8B, Apple Inc. with a value of $4.75B, Spdr Portfolio with a value of $3.37B, Blue Buffalo Pet Products, Inc. with a value of $3.28B, and Spdr Portfolio S&P 500 Value E with a value of $2.97B.

Examining the 13F form we can see an increase of $33.3B in the current position value, from $100B to 134B.

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 $134 Billion
ETFs: $72.7 Billion
Technology: $12.3 Billion
Financial Services: $7.94 Billion
Consumer Defensive: $6.1 Billion
Consumer Cyclical: $5.03 Billion
Healthcare: $4.94 Billion
Industrials: $3.81 Billion
Communication Services: $3.27 Billion
Other: $5.13 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66T
$4.75 Billion 3.55% of portfolio
21,893
Q2 2024 Added 108.25%
$0
$3.28 Billion 2.45% of portfolio
76,536
Q2 2024 Reduced 6.42%
$3.17T
$2.01 Billion 1.5% of portfolio
4,497
Q2 2024 Added 1.86%
-
$1.85 Billion 1.39% of portfolio
-
Q2 2024 Reduced 5.2%
$6.41B
$1.58 Billion 1.18% of portfolio
42,468
Q2 2024 Added 0.05%
$1.08T
$1.31 Billion 0.98% of portfolio
7,189
Q2 2024 Added 5.71%
$2.14T
$1.1 Billion 0.82% of portfolio
5,700
Q2 2024 Added 7.57%
$599B
$1.04 Billion 0.78% of portfolio
2,559
Q2 2024 Added 0.12%
$217B
$1.02 Billion 0.76% of portfolio
3,984
Q2 2024 Added 1.53%
$265B
$927 Million 0.69% of portfolio
15,628
Q2 2024 Added 1.13%
$371B
$847 Million 0.63% of portfolio
6,855
Q2 2024 Added 720.96%
$355B
$736 Million 0.55% of portfolio
4,285
Q2 2024 Added 2.39%
$505B
$731 Million 0.55% of portfolio
6,352
Q2 2024 Added 2.17%
-
$646 Million 0.48% of portfolio
-
Q4 2023 New
$275B
$602 Million 0.45% of portfolio
9,452
Q2 2024 Added 1.17%
$494B
$598 Million 0.45% of portfolio
1,356
Q2 2024 Added 12.81%
$500B
$531 Million 0.4% of portfolio
2,021
Q2 2024 Added 4.44%
$202B
$524 Million 0.39% of portfolio
5,044
Q2 2024 Added 3.51%
-
$515 Million 0.38% of portfolio
-
Q2 2024 Added 123.7%
$307B
$482 Million 0.36% of portfolio
3,084
Q2 2024 Added 3.32%
$243B
$472 Million 0.35% of portfolio
3,306
Q2 2024 Added 6.34%
$409B
$458 Million 0.34% of portfolio
1,331
Q2 2024 Added 2.62%
$1.11T
$453 Million 0.34% of portfolio
2,477
Q2 2024 Added 5.63%
$177B
$450 Million 0.34% of portfolio
4,484
Q2 2024 Reduced 1.23%
$228B
$390 Million 0.29% of portfolio
5,764
Q2 2024 Added 33.36%
$73.6B
$366 Million 0.27% of portfolio
3,577
Q2 2024 Reduced 0.67%
$218B
$343 Million 0.26% of portfolio
619
Q2 2024 Added 18.58%
$354B
$354 Million 0.26% of portfolio
525
Q2 2024 Reduced 4.02%
$226B
$349 Million 0.26% of portfolio
2,112
Q2 2024 Added 1.98%
$233B
$344 Million 0.26% of portfolio
620
Q2 2024 Added 15.89%
$9.03B
$351 Million 0.26% of portfolio
8,083
Q2 2024 Added 0.84%
$110B
$339 Million 0.25% of portfolio
4,360
Q2 2024 Added 0.28%
$165B
$326 Million 0.24% of portfolio
1,477
Q2 2024 Added 14.05%
$170B
$316 Million 0.24% of portfolio
7,671
Q2 2024 Reduced 27.04%
$190B
$306 Million 0.23% of portfolio
466
Q2 2024 Added 23.94%
$192B
$301 Million 0.23% of portfolio
1,739
Q2 2024 Added 3.39%
$227B
$294 Million 0.22% of portfolio
968
Q2 2024 Added 2.33%
$0
$301 Million 0.22% of portfolio
15,248
Q2 2024 Reduced 0.83%
$136B
$279 Million 0.21% of portfolio
2,534
Q2 2024 Added 18.86%
$162B
$279 Million 0.21% of portfolio
618
Q2 2024 New
$502B
$263 Million 0.2% of portfolio
1,860
Q2 2024 Added 0.43%
$238B
$263 Million 0.2% of portfolio
5,550
Q2 2024 Reduced 5.24%
$99.5B
$271 Million 0.2% of portfolio
906
Q2 2024 Added 10.62%
$117B
$266 Million 0.2% of portfolio
3,380
Q2 2024 Added 3.74%
$44B
$268 Million 0.2% of portfolio
3,971
Q2 2024 Added 110.55%
$195B
$261 Million 0.2% of portfolio
66
Q2 2024 New
$180B
$260 Million 0.19% of portfolio
2,621
Q1 2024 Reduced 3.25%
-
$252 Million 0.19% of portfolio
-
Q2 2024 Reduced 3.67%
$151B
$260 Million 0.19% of portfolio
4,720
Q2 2024 Reduced 1.89%

Summary

  • Portfolio
  • No. of Stocks 2,151
  • Current Value $134 Billion
  • Prior Value $100 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 824 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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