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
TER
Teradyne, Inc

Technology
184
New
$82.6 - $140.0 $15.2K - $25.8K
184 $15K
CSIQ
Canadian Solar Inc.

Technology
1.8K
New
$8.65 - $13.29 $15.6K - $23.9K
1.8K $15K
IDRV
Ishares Tr Self Driving Ev & T

ETFs
508
New
$28.9 - $31.59 $14.7K - $16K
508 $14K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
282
New
$47.59 - $50.79 $13.4K - $14.3K
282 $14K
CARR
Carrier Global Corp

Industrials
222
New
$62.07 - $70.55 $13.8K - $15.7K
222 $14K
AVA
Avista Corp

Utilities
358
New
$35.2 - $41.87 $12.6K - $15K
358 $14K
BC
Brunswick Corp

Consumer Cyclical
249
New
$53.49 - $70.51 $13.3K - $17.6K
249 $13K
KMB
Kimberly Clark Corp

Consumer Defensive
97
New
$124.46 - $147.4 $12.1K - $14.3K
97 $13K
ZBRA
Zebra Technologies Corp

Technology
47
New
$271.72 - $421.11 $12.8K - $19.8K
47 $13K
ENPH
Enphase Energy, Inc.

Technology
200
New
$52.87 - $73.51 $10.6K - $14.7K
200 $12K
EEM
Ishares Msci Emerging Markets

ETFs
281
New
$40.81 - $45.34 $11.5K - $12.7K
281 $12K
LMND
Lemonade, Inc.

Financial Services
400
New
$30.77 - $38.56 $12.3K - $15.4K
400 $12K
TTWO
Take Two Interactive Software Inc

Communication Services
60
New
$178.61 - $217.95 $10.7K - $13.1K
60 $12K
HLN
Haleon PLC

Healthcare
1.15K
New
$9.02 - $10.67 $10.4K - $12.3K
1.15K $11K
OTIS
Otis Worldwide Corp

Industrials
111
New
$90.77 - $104.01 $10.1K - $11.5K
111 $11K
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.12K
New
$9.47 - $11.46 $10.6K - $12.8K
1.12K $11K
JPIE
J P Morgan Exchange Traded Fd
220
New
$45.46 - $46.18 $10K - $10.2K
220 $10K
DXCM
Dexcom Inc

Healthcare
160
New
$67.74 - $90.75 $10.8K - $14.5K
160 $10K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
40
+ 0.66%
$76.94 - $78.28 $3.08K - $3.13K
6.13K $479K
VIG
Vanguard Dividend Appreciation

ETFs
8
+ 0.23%
N/A
3.49K $677K
PFF
Ishares Trust Ishares Pfd And

ETFs
2
+ 0.03%
$30.73 - $32.26 $61.5 - $64.5
7.5K $230K
VO
Vanguard Mid Cap ETF

ETFs
9
+ 0.42%
$251.87 - $277.95 $2.27K - $2.5K
2.16K $558K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.02%
$551.42 - $612.93 $551 - $613
4.28K $2.39M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6
+ 0.13%
$507.05 - $563.67 $3.04K - $3.38K
4.78K $2.46M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.05K
+ 1.22%
$96.93 - $109.51 $296K - $334K
254K $24.9M
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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