Financial Network Wealth Management LLC Purchases in Q3 2025

Financial Network Wealth Management LLC

  • $324 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
229K
+ 93.67%
$58.56 - $63.63 $13.4M - $14.6M
474K $31M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
37K
+ 10.17%
$87.05 - $93.19 $3.22M - $3.45M
401K $38.1M
Vanguard Core Bond ETF
95.9K
+ 136.23%
N/A
166K $13M
STLG
Ishares Factors Us Growth Styl

ETFs
42.3K
+ 41.2%
N/A
145K $9.9M
HYGV
Flexshares Tr High Yield Value

ETFs
67.2K
+ 65.47%
$40.55 - $41.28 $2.72M - $2.77M
170K $6.92M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
50.6K
+ 13.4%
$46.86 - $48.27 $2.37M - $2.44M
428K $20.5M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
15.4K
+ 10.93%
$52.12 - $55.33 $801K - $850K
156K $8.75M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.81K
+ 5.49%
$126.64 - $135.65 $229K - $246K
34.8K $4.84M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
528
+ 11.05%
$567.77 - $614.76 $300K - $325K
5.31K $3.32M
SPY
Spdr S&P 500 ETF Trust

ETFs
451
+ 10.54%
$617.65 - $666.84 $279K - $301K
4.73K $3.22M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1.91K
+ 5.44%
$64.58 - $69.94 $124K - $134K
37.1K $2.63M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
17.2K
+ 11.01%
$22.64 - $23.22 $388K - $398K
173K $4M
FSLR
First Solar, Inc.

Technology
128
+ 4.94%
$160.84 - $223.53 $20.6K - $28.6K
2.72K $741K
NYF
Ishares New York Muni Bond ETF

ETFs
4.09K
New
$51.6 - $53.44 $211K - $219K
4.09K $219K
BBUS
J P Morgan Exchg Traded Fd

ETFs
8
+ 0.09%
$111.77 - $121.28 $894 - $970
9.25K $1.14M
TSLA
Tesla, Inc.

Consumer Cyclical
123
+ 16.4%
$293.94 - $444.72 $36.2K - $54.7K
873 $388K
VO
Vanguard Mid Cap ETF

ETFs
359
+ 16.64%
$279.83 - $293.74 $100K - $105K
2.52K $733K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.83K
+ 19.19%
$81.75 - $84.54 $150K - $155K
11.4K $951K
GE
General Electric CO

Industrials
53
+ 3.96%
$244.75 - $305.63 $13K - $16.2K
1.39K $433K
ORCL
Oracle Corp

Technology
279
+ 41.03%
$218.96 - $328.33 $61.1K - $91.6K
959 $230K
AXP
American Express CO

Financial Services
171
+ 24.39%
$294.27 - $342.31 $50.3K - $58.5K
872 $320K
JPM
Jpmorgan Chase & CO

Financial Services
168
+ 23.7%
$282.78 - $316.06 $47.5K - $53.1K
877 $277K
Ge Vernova Inc Com
13
+ 3.89%
N/A
347 $201K
CSCO
Cisco Systems, Inc.

Technology
707
+ 18.62%
$66.2 - $71.79 $46.8K - $50.8K
4.51K $324K
JGRO
J P Morgan Exchange Traded Fd
504
+ 27.57%
N/A
2.33K $221K
VIG
Vanguard Dividend Appreciation

ETFs
10
+ 0.29%
N/A
3.5K $760K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
685
+ 31.65%
$69.02 - $73.57 $47.3K - $50.4K
2.85K $213K
QCOM
Qualcomm Inc

Technology
323
+ 35.11%
$145.84 - $173.55 $47.1K - $56.1K
1.24K $213K
EFA
Ishares Tr Msci Eafe ETF

ETFs
128
+ 3.07%
$87.29 - $93.61 $11.2K - $12K
4.3K $409K
AMGN
Amgen Inc

Healthcare
171
+ 18.75%
$271.18 - $309.22 $46.4K - $52.9K
1.08K $350K
HD
Home Depot, Inc.

Consumer Cyclical
122
+ 3.62%
$357.4 - $423.42 $43.6K - $51.7K
3.49K $1.29M
Jpmorgan Global Select Equity ETF Global Select Equity ETF
397
+ 12.34%
N/A
3.61K $246K
CRM
Salesforce, Inc.

Technology
289
+ 35.42%
$231.66 - $273.65 $66.9K - $79.1K
1.11K $267K
SPGI
S&P Global Inc.

Financial Services
103
+ 13.75%
$484.94 - $564.15 $49.9K - $58.1K
852 $420K
T
At&T Inc.

Communication Services
1.82K
+ 22.36%
$26.94 - $29.62 $49K - $53.9K
9.96K $247K
VZ
Verizon Communications Inc

Communication Services
1.19K
+ 16.78%
$40.84 - $45.06 $48.4K - $53.4K
8.25K $328K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
45
+ 0.73%
$78.11 - $79.07 $3.51K - $3.56K
6.17K $486K
PFF
Ishares Trust Ishares Pfd And

ETFs
3
+ 0.04%
$30.67 - $32.13 $92 - $96.4
7.51K $234K
VUSB
Vanguard Bd Index Fds
90
+ 1.48%
N/A
6.16K $306K
VNQ
Vanguard Specialized Funds Van

ETFs
5
+ 0.14%
$88.47 - $93.24 $442 - $466
3.56K $320K
COST
Costco Wholesale Corp

Consumer Defensive
43
+ 1.46%
$915.95 - $994.57 $39.4K - $42.8K
2.99K $2.74M
PG
Procter & Gamble CO

Consumer Defensive
39
+ 1.23%
$150.47 - $161.22 $5.87K - $6.29K
3.22K $467K
Activity Summary
Buys All Purchases 43 New Holdings 1 Increased Positions 42 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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