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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.47B
$83.8 Million 0.07% of portfolio
2,071
Q3 2024 Reduced 17.29%
$1.57B
$25.1 Million 0.02% of portfolio
315
Q2 2024 New
$1.62B
$7.22 Million 0.01% of portfolio
426
Q3 2024 Added 395.35%
$742M
$10.9 Million 0.01% of portfolio
847
Q2 2024 New
$866M
$8.22 Million 0.01% of portfolio
1,077
Q2 2024 New
$430M
$9.92 Million 0.01% of portfolio
964
Q3 2024 Added 13.28%
$1.1B
$11.5 Million 0.01% of portfolio
695
Q2 2024 New
$1.98B
$7.97 Million 0.01% of portfolio
346
Q3 2024 New
$980M
$9.45 Million 0.01% of portfolio
175
Q2 2024 New
$1.48B
$13.1 Million 0.01% of portfolio
5,000
Q2 2024 New
$1.37B
$1.32 Million 0.0% of portfolio
200
Q2 2024 New
$1.68B
$2.19 Million 0.0% of portfolio
38
Q3 2024 Reduced 24.0%
$1.79B
$3.49 Million 0.0% of portfolio
138
Q3 2024 Reduced 52.9%
$1.95B
$2.71 Million 0.0% of portfolio
346
Q2 2024 New
$980M
$2.07 Million 0.0% of portfolio
60
Q2 2024 New
$338M
$2.39 Million 0.0% of portfolio
263
Q2 2024 New
$1.97B
$1.47 Million 0.0% of portfolio
35
Q3 2024 Reduced 50.0%
$1.16B
$1.05 Million 0.0% of portfolio
42
Q2 2024 New
$1.39B
$2.2 Million 0.0% of portfolio
53
Q2 2024 New
$1.27B
$3.03 Million 0.0% of portfolio
1,000
Q2 2024 New
$1.72B
$3.2 Million 0.0% of portfolio
114
Q2 2024 New
$716M
$537,000 0.0% of portfolio
49
Q3 2024 New
$765M
$612,000 0.0% of portfolio
88
Q3 2024 New
$1.81B
$1.59 Million 0.0% of portfolio
136
Q3 2024 Reduced 50.0%
$826M
$4.34 Million 0.0% of portfolio
152
Q3 2024 Added 34.51%
$1.01B
$1.58 Million 0.0% of portfolio
19
Q3 2024 Added 46.15%
$1.39B
$3.12 Million 0.0% of portfolio
176
Q2 2024 New

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
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