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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.8 Billion 11.78% of portfolio
544,914
Q2 2024 Reduced 0.91%
$0
$3.37 Billion 2.52% of portfolio
42,051
Q2 2024 Added 31.38%
$0
$2.97 Billion 2.22% of portfolio
60,927
Q2 2024 Added 32.29%
$0
$2.91 Billion 2.18% of portfolio
56,387
Q2 2024 Reduced 1.42%
$0
$2.7 Billion 2.02% of portfolio
77,111
Q2 2024 Reduced 0.55%
$0
$2.29 Billion 1.71% of portfolio
45,316
Q2 2024 Reduced 0.36%
$0
$1.94 Billion 1.45% of portfolio
22,590
Q2 2024 Added 51.59%
$0
$1.72 Billion 1.29% of portfolio
3,164
Q2 2024 Reduced 0.85%
$0
$1.46 Billion 1.09% of portfolio
47,816
Q2 2024 New
$0
$1.42 Billion 1.06% of portfolio
62,377
Q2 2024 Added 4.82%
$0
$1.34 Billion 1.0% of portfolio
61,280
Q2 2024 Added 9.85%
$0
$1.31 Billion 0.98% of portfolio
2,404
Q2 2024 Added 13.45%
$7.32B
$1.25 Billion 0.94% of portfolio
27,167
Q2 2024 Added 40.38%
$0
$1.19 Billion 0.89% of portfolio
33,937
Q2 2024 Reduced 1.72%
$0
$1.11 Billion 0.83% of portfolio
29,369
Q2 2024 Reduced 0.03%
$0
$1.05 Billion 0.79% of portfolio
19,845
Q2 2024 Added 11.27%
$0
$1.02 Billion 0.76% of portfolio
26,892
Q1 2024 Added 168.28%
$0
$958 Million 0.72% of portfolio
10,228
Q2 2024 Reduced 3.61%
$0
$962 Million 0.72% of portfolio
44,516
Q2 2024 Reduced 15.55%
$0
$872 Million 0.65% of portfolio
21,672
Q2 2024 Added 0.3%
$0
$866 Million 0.65% of portfolio
20,524
Q2 2024 Reduced 8.75%
$0
$844 Million 0.63% of portfolio
10,534
Q2 2024 Added 56.92%
$0
$840 Million 0.63% of portfolio
30,729
Q2 2024 Added 47.25%
$0
$839 Million 0.63% of portfolio
19,797
Q2 2024 Added 181.97%
$0
$801 Million 0.6% of portfolio
34,540
Q2 2024 Added 70.61%
$0
$742 Million 0.55% of portfolio
8,824
Q2 2024 Reduced 56.95%
$0
$679 Million 0.51% of portfolio
9,304
Q2 2024 Reduced 57.1%
$0
$644 Million 0.48% of portfolio
3,774
Q2 2024 Reduced 3.9%
$0
$629 Million 0.47% of portfolio
11,269
Q2 2024 Added 79.16%
$0
$594 Million 0.44% of portfolio
6,473
Q2 2024 New
$0
$585 Million 0.44% of portfolio
5,481
Q2 2024 Added 20.36%
$0
$557 Million 0.42% of portfolio
7,952
Q2 2024 New
$0
$540 Million 0.4% of portfolio
5,424
Q2 2024 Reduced 6.43%
$0
$498 Million 0.37% of portfolio
18,112
Q2 2024 Reduced 3.57%
$0
$475 Million 0.36% of portfolio
6,068
Q2 2024 Reduced 58.93%
$0
$482 Million 0.36% of portfolio
11,629
Q2 2024 Reduced 2.47%
$0
$484 Million 0.36% of portfolio
15,392
Q2 2024 Added 0.56%
$0
$443 Million 0.33% of portfolio
14,896
Q2 2024 Reduced 52.68%
$0
$415 Million 0.31% of portfolio
3,503
Q2 2024 Added 33.4%
$0
$411 Million 0.31% of portfolio
12,053
Q1 2024 Reduced 7.91%
$0
$383 Million 0.29% of portfolio
4,066
Q2 2024 Added 9.89%
$0
$383 Million 0.29% of portfolio
9,014
Q2 2024 Added 9.08%
$0
$379 Million 0.28% of portfolio
12,305
Q2 2024 Added 3.24%
$0
$316 Million 0.24% of portfolio
3,866
Q2 2024 Reduced 47.97%
$0
$322 Million 0.24% of portfolio
11,891
Q4 2023 New
$0
$324 Million 0.24% of portfolio
9,358
Q2 2024 New
$0
$297 Million 0.22% of portfolio
623
Q2 2024 Added 9.11%
$0
$292 Million 0.22% of portfolio
10,530
Q2 2024 Reduced 1.24%
$0
$300 Million 0.22% of portfolio
7,369
Q1 2024 Reduced 6.51%

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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