Financial Network Wealth Management LLC Purchases in Q1 2025

Financial Network Wealth Management LLC

  • $283 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBB
Ishares Biotechnology ETF

ETFs
854
New
$127.9 - $140.56 $109K - $120K
854 $109K
BMY
Bristol Myers Squibb CO

Healthcare
1.76K
New
$53.9 - $63.11 $95K - $111K
1.76K $107K
ABT
Abbott Laboratories

Healthcare
808
New
$111.1 - $140.22 $89.8K - $113K
808 $107K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.43K
New
$68.32 - $75.06 $97.9K - $108K
1.43K $107K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.57K
New
$40.03 - $46.81 $103K - $120K
2.57K $104K
WMT
Walmart Inc.

Consumer Defensive
1.18K
New
$84.5 - $105.05 $99.4K - $124K
1.18K $103K
Motley Fool Global Opportunities
3.73K
New
N/A
3.73K $103K
USB
Us Bancorp \De\

Financial Services
2.4K
New
$40.92 - $50.9 $98.2K - $122K
2.4K $102K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
4.02K
New
$25.12 - $26.05 $101K - $105K
4.02K $101K
Ge Vernova Inc
334
New
N/A
334 $101K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.07K
New
$87.68 - $94.52 $94K - $101K
1.07K $100K
WSM
Williams Sonoma Inc

Consumer Cyclical
624
New
$158.1 - $217.71 $98.7K - $136K
624 $98K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.5K
New
$65.15 - $91.81 $97.4K - $137K
1.5K $97K
PMO
Putnam Municipal Opportunities Trust

Financial Services
9.44K
New
$9.96 - $10.76 $94K - $102K
9.44K $96K
ORCL
Oracle Corp

Technology
680
New
$139.81 - $186.47 $95.1K - $127K
680 $95K
SHOP
Shopify Inc.

Technology
987
New
$90.59 - $129.31 $89.4K - $128K
987 $94K
EMB
Ishares Tr

ETFs
1.03K
New
$88.64 - $92.03 $90.9K - $94.3K
1.03K $92K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.03%
$890.62 - $1076.86 $891 - $1.08K
2.95K $2.79M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
6.45K
New
$11.66 - $14.98 $75.2K - $96.6K
6.45K $87K
NKE
Nike, Inc.

Consumer Cyclical
1.35K
New
$63.29 - $81.72 $85.4K - $110K
1.35K $86K
QDF
Flexshares Quality Dividend In

ETFs
1.24K
New
$67.19 - $73.37 $83.2K - $90.8K
1.24K $84K
VT
Vanguard Total World Stk Index

ETFs
723
New
$115.08 - $123.97 $83.2K - $89.6K
723 $83K
SAP
Sap Se

Technology
300
New
$241.4 - $293.69 $72.4K - $88.1K
300 $80K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
6.34K
New
$12.18 - $12.91 $77.2K - $81.8K
6.34K $78K
EXPE
Expedia Group, Inc.

Consumer Cyclical
462
New
$157.11 - $206.52 $72.6K - $95.4K
462 $77K
Ishares Flexible Income Active
1.48K
New
N/A
1.48K $77K
ACM
Aecom

Industrials
836
New
$92.54 - $111.05 $77.4K - $92.8K
836 $77K
VEA
Vanguard Ftse Developed Market

ETFs
294
+ 1.43%
$47.4 - $52.99 $13.9K - $15.6K
20.9K $1.06M
HCA
Hca Healthcare, Inc.

Healthcare
222
New
$296.7 - $345.55 $65.9K - $76.7K
222 $76K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
7.42K
New
$10.17 - $10.76 $75.5K - $79.8K
7.42K $76K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
964
New
$77.67 - $90.15 $74.9K - $86.9K
964 $75K
ADP
Automatic Data Processing Inc

Industrials
247
New
$286.85 - $318.64 $70.9K - $78.7K
247 $75K
NOC
Northrop Grumman Corp

Industrials
143
New
$433.45 - $513.82 $62K - $73.5K
143 $73K
VUSB
Vanguard Bd Index Fds
1.42K
+ 30.46%
N/A
6.07K $302K
CLX
Clorox CO

Consumer Defensive
495
New
$141.76 - $162.89 $70.2K - $80.6K
495 $72K
EBAY
Ebay Inc

Consumer Cyclical
1.05K
New
$61.61 - $70.93 $64.7K - $74.5K
1.05K $71K
ETSY
Etsy Inc

Consumer Cyclical
1.5K
New
$44.4 - $57.29 $66.6K - $85.9K
1.5K $70K
Impact Shs Tr I Affordable Hous
4.05K
New
N/A
4.05K $70K
SBUX
Starbucks Corp

Consumer Cyclical
720
New
$91.75 - $115.81 $66.1K - $83.4K
720 $70K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.31K
New
$51.52 - $52.37 $67.6K - $68.8K
1.31K $68K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
1.68K
New
$36.46 - $39.9 $61.1K - $66.8K
1.68K $64K
MMM
3 M CO

Industrials
435
New
$129.7 - $155.12 $56.4K - $67.5K
435 $63K
BBUS
J P Morgan Exchg Traded Fd

ETFs
1.03K
+ 12.54%
$99.5 - $110.97 $102K - $114K
9.24K $931K
BNDX
Vanguard Total International B

ETFs
1.25K
New
$48.33 - $49.5 $60.5K - $62K
1.25K $61K
RTX
Raytheon Technologies Corp

Industrials
455
New
$114.1 - $135.66 $51.9K - $61.7K
455 $60K
PAYX
Paychex Inc

Industrials
388
New
$136.06 - $154.52 $52.8K - $60K
388 $59K
META
Meta Platforms, Inc.

Communication Services
103
New
$576.36 - $736.67 $59.4K - $75.9K
103 $59K
RAVI
Flexshares Tr Ready Access Var

ETFs
783
New
$75.2 - $75.58 $58.9K - $59.2K
783 $59K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
450
New
$80.53 - $147.57 $36.2K - $66.4K
450 $59K
Activity Summary
Buys All Purchases 226 New Holdings 207 Increased Positions 19 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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