Financial Network Wealth Management LLC New Holdings in Q1 2025

Financial Network Wealth Management LLC

  • $283 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Vanguard Core
70.4K
New
N/A
70.4K $5.45M
STLG
Ishares Factors Us Growth Styl

ETFs
103K
New
N/A
103K $5.24M
T
At&T Inc.

Communication Services
8.14K
New
$21.56 - $28.28 $175K - $230K
8.14K $230K
IBM
International Business Machines Corp

Technology
870
New
$217.4 - $264.74 $189K - $230K
870 $216K
DE
Deere & CO

Industrials
460
New
$408.57 - $509.27 $188K - $234K
460 $215K
FTNT
Fortinet, Inc.

Technology
2K
New
$92.49 - $114.57 $185K - $229K
2K $192K
XYL
Xylem Inc.

Industrials
1.6K
New
$114.02 - $132.04 $182K - $211K
1.6K $191K
Jpmorgan Global Select Equity Glob
3.22K
New
N/A
3.22K $189K
BDX
Becton Dickinson & CO

Healthcare
800
New
$222.79 - $249.08 $178K - $199K
800 $183K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3.95K
New
$44.68 - $46.49 $176K - $183K
3.95K $182K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.75K
New
$101.98 - $115.66 $178K - $202K
1.75K $179K
JPM
Jpmorgan Chase & CO

Financial Services
709
New
$225.19 - $279.95 $160K - $198K
709 $173K
EMR
Emerson Electric CO

Industrials
1.56K
New
$108.64 - $131.17 $169K - $205K
1.56K $171K
VHT
Vanguard Health Care ETF

ETFs
643
New
$254.06 - $273.83 $163K - $176K
643 $170K
BA
Boeing CO

Industrials
994
New
$148.15 - $186.25 $147K - $185K
994 $169K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.67K
New
$100.32 - $100.76 $167K - $168K
1.67K $167K
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
2.63K
New
$56.44 - $64.13 $148K - $168K
2.63K $161K
ACN
Accenture PLC

Technology
500
New
$300.91 - $398.25 $150K - $199K
500 $156K
CNI
Canadian National Railway CO

Industrials
1.6K
New
$95.46 - $106.79 $152K - $170K
1.6K $155K
LLY
Eli Lilly & CO

Healthcare
187
New
$725.72 - $929.72 $136K - $174K
187 $154K
CHKP
Check Point Software Technologies LTD

Technology
653
New
$179.88 - $231.31 $117K - $151K
653 $148K
MRK
Merck & Co., Inc.

Healthcare
1.6K
New
$83.01 - $101.02 $133K - $162K
1.6K $144K
PIO
Invesco Exchange Traded Fd Tr

ETFs
3.57K
New
$38.78 - $41.4 $138K - $148K
3.57K $143K
QCOM
Qualcomm Inc

Technology
920
New
$151.94 - $175.86 $140K - $162K
920 $141K
SYK
Stryker Corp

Healthcare
376
New
$355.18 - $399.9 $134K - $150K
376 $139K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
2.16K
New
$58.04 - $65.84 $126K - $142K
2.16K $137K
JGRO
J P Morgan Exchange Traded Fd
1.83K
New
N/A
1.83K $134K
USRT
Ishares Core U.S. Reit ETF

ETFs
2.33K
New
$55.14 - $60.29 $128K - $140K
2.33K $134K
KO
Coca Cola CO

Consumer Defensive
1.86K
New
$60.81 - $72.32 $113K - $135K
1.86K $134K
AVGO
Broadcom Inc.

Technology
805
New
$167.43 - $244.7 $135K - $197K
805 $134K
NACP
Impact Shs Fds I Tr Naacp Mino

ETFs
3.26K
New
$39.39 - $43.95 $128K - $143K
3.26K $129K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.99K
New
$42.38 - $43.28 $127K - $130K
2.99K $127K
WOMN
Impact Shs Fds I Tr Ywca Women

ETFs
3.28K
New
$37.45 - $40.88 $123K - $134K
3.28K $125K
MU
Micron Technology Inc

Technology
1.43K
New
$86.89 - $109.38 $124K - $157K
1.43K $124K
ATO
Atmos Energy Corp

Utilities
800
New
$136.51 - $154.58 $109K - $124K
800 $123K
MCK
Mckesson Corp

Healthcare
182
New
$566.21 - $672.99 $103K - $122K
182 $122K
CVX
Chevron Corp

Energy
712
New
$146.71 - $167.97 $104K - $120K
712 $119K
TM
Toyota Motor Corp

Consumer Cyclical
658
New
$176.53 - $195.35 $116K - $129K
658 $116K
WY
Weyerhaeuser CO

Real Estate
3.94K
New
$27.29 - $31.39 $108K - $124K
3.94K $115K
PCAR
Paccar Inc

Industrials
1.14K
New
$96.91 - $112.51 $110K - $128K
1.14K $110K
IWM
Ishares Russell 2000 ETF

ETFs
556
New
$198.1 - $229.79 $110K - $128K
556 $110K
AXON
Axon Enterprise, Inc.

Industrials
211
New
$496.65 - $710.01 $105K - $150K
211 $110K
IBB
Ishares Biotechnology ETF

ETFs
854
New
$127.9 - $140.56 $109K - $120K
854 $109K
DIS
Walt Disney CO

Communication Services
1.11K
New
$96.87 - $114.0 $107K - $126K
1.11K $109K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.43K
New
$68.32 - $75.06 $97.9K - $108K
1.43K $107K
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
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
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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