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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$597M
$195 Million 0.15% of portfolio
-
Q2 2024 Reduced 7.19%
$1.39B
$130 Million 0.1% of portfolio
2,504
Q2 2024 New
$794M
$21.1 Million 0.02% of portfolio
3,708
Q2 2024 New
$1.57B
$25.8 Million 0.02% of portfolio
315
Q2 2024 New
$799M
$8.81 Million 0.01% of portfolio
1,077
Q2 2024 New
$722M
$10.2 Million 0.01% of portfolio
847
Q2 2024 New
$1.33B
$12.4 Million 0.01% of portfolio
5,000
Q2 2024 New
$918M
$8.08 Million 0.01% of portfolio
175
Q2 2024 New
$1.09B
$11.3 Million 0.01% of portfolio
695
Q2 2024 New
$424M
$10 Million 0.01% of portfolio
851
Q2 2024 New
$400M
$2.01 Million 0.0% of portfolio
263
Q2 2024 New
$1.19B
$3.28 Million 0.0% of portfolio
4
Q2 2024 New
$1.46B
$2.93 Million 0.0% of portfolio
176
Q2 2024 New
$375M
$1.44 Million 0.0% of portfolio
600
Q2 2024 New
$1.51B
$1.17 Million 0.0% of portfolio
41
Q2 2024 New
$1.78B
$384,000 0.0% of portfolio
78
Q2 2024 New
$1.76B
$3.94 Million 0.0% of portfolio
272
Q2 2024 New
$1.61B
$3.13 Million 0.0% of portfolio
50
Q2 2024 New
$706M
$907,000 0.0% of portfolio
35
Q2 2024 New
$1.65B
$6.13 Million 0.0% of portfolio
293
Q2 2024 New
$1.65B
$271,000 0.0% of portfolio
1,000
Q2 2024 New
$1.13B
$2.52 Million 0.0% of portfolio
60
Q2 2024 New
$1.38B
$4.14 Million 0.0% of portfolio
100
Q2 2024 New
$560M
$3.52 Million 0.0% of portfolio
1,000
Q2 2024 New
$1.75B
$2.6 Million 0.0% of portfolio
114
Q2 2024 New
$1.99B
$620,000 0.0% of portfolio
10
Q2 2024 New
$859M
$2.46 Million 0.0% of portfolio
113
Q2 2024 New
$1.14B
$900,000 0.0% of portfolio
42
Q2 2024 New
$1.97B
$1.77 Million 0.0% of portfolio
21
Q2 2024 New
$1.03B
$208,000 0.0% of portfolio
29
Q2 2024 New
$1.06B
$967,000 0.0% of portfolio
13
Q2 2024 New
$1.43B
$1.89 Million 0.0% of portfolio
346
Q2 2024 New
$1.5B
$2.55 Million 0.0% of portfolio
53
Q2 2024 New
$1.6B
$1.57 Million 0.0% of portfolio
86
Q2 2024 New

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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