Financial Network Wealth Management LLC Reduced Holdings in Q3 2024

Financial Network Wealth Management LLC

  • $279 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-1.31K
- 0.81%
$98.91 - $134.91 $129K - $177K
161K $19.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.09K
- 4.16%
$434.77 - $502.96 $474K - $548K
25.1K $12.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-120
- 2.7%
$161.02 - $200.0 $19.3K - $24K
4.32K $804K
ADBE
Adobe Inc.

Technology
-4
- 0.69%
$508.13 - $586.55 $2.03K - $2.35K
579 $299K
HYGV
Flexshares Tr High Yield Value

ETFs
-1.91K
- 3.44%
$40.11 - $41.67 $76.4K - $79.4K
53.4K $2.23M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-27
- 0.72%
$104.47 - $116.17 $2.82K - $3.14K
3.73K $402K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-523
- 8.0%
$38.1 - $44.5 $19.9K - $23.3K
6.01K $259K
FSLR
First Solar, Inc.

Technology
-285
- 9.39%
$205.36 - $255.78 $58.5K - $72.9K
2.75K $686K
IEFA
Ishares Tr

ETFs
-288
- 5.21%
$70.09 - $78.74 $20.2K - $22.7K
5.24K $408K
TGT
Target Corp

Consumer Defensive
-38
- 1.87%
$133.47 - $159.25 $5.07K - $6.05K
2K $311K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-191
- 3.59%
$41.9 - $48.26 $8K - $9.22K
5.13K $245K
VTI
Vanguard Total Stock Market Et

ETFs
-3
- 0.36%
$255.18 - $283.2 $766 - $850
838 $238K
VGIT
Vanguard Intermediate Term Tre

ETFs
-203
- 1.67%
$57.8 - $60.8 $11.7K - $12.3K
12K $722K
VUG
Vanguard Growth ETF

ETFs
-116
- 1.86%
$341.08 - $391.94 $39.6K - $45.5K
6.12K $2.35M
HYG
Ishares Tr

ETFs
-54
- 0.85%
$76.72 - $80.36 $4.14K - $4.34K
6.26K $502K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-571
- 2.75%
$96.25 - $101.98 $55K - $58.2K
20.2K $2.04M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-1.5K
- 4.68%
$39.43 - $44.82 $59.2K - $67.3K
30.5K $1.37M
RSG
Republic Services, Inc.

Industrials
-94
- 1.16%
$189.34 - $208.21 $17.8K - $19.6K
8.03K $1.61M
VO
Vanguard Mid Cap ETF

ETFs
-15
- 0.76%
$237.84 - $263.83 $3.57K - $3.96K
1.96K $518K
VIG
Vanguard Dividend Appreciation

ETFs
-25
- 0.71%
$182.15 - $182.15 $4.55K - $4.55K
3.48K $691K
VB
Vanguard Small Cap ETF

ETFs
-23
- 0.8%
$214.77 - $237.72 $4.94K - $5.47K
2.85K $676K
VEA
Vanguard Ftse Developed Market

ETFs
-312
- 1.58%
$47.6 - $53.31 $14.9K - $16.6K
19.4K $1.02M
V
Visa Inc.

Financial Services
-16
- 0.3%
$253.74 - $291.56 $4.06K - $4.66K
5.37K $1.48M
VTV
Vanguard Value ETF

ETFs
-39
- 0.71%
$159.75 - $174.57 $6.23K - $6.81K
5.46K $952K
SPY
Spdr S&P 500 ETF Trust

ETFs
-75
- 1.8%
$517.38 - $573.86 $38.8K - $43K
4.09K $2.35M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-556
- 0.38%
$21.61 - $22.87 $12K - $12.7K
145K $3.29M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-515
- 1.47%
$58.03 - $65.37 $29.9K - $33.7K
34.6K $2.24M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-8
- 0.39%
$531.86 - $624.21 $4.25K - $4.99K
2.03K $1.25M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-111
- 0.31%
$55.06 - $62.25 $6.11K - $6.91K
35.3K $2.17M
IXUS
Ishares Tr

ETFs
-62
- 0.14%
$64.9 - $73.35 $4.02K - $4.55K
44.1K $3.21M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-6.25K
- 4.58%
$48.51 - $52.86 $303K - $330K
130K $6.88M
FVD
First Tr Value Line Divid Inde

ETFs
-497
- 0.9%
$40.45 - $45.49 $20.1K - $22.6K
54.6K $2.48M
IVV
Ishares Core S&P 500 ETF

ETFs
-43
- 0.45%
$520.18 - $576.82 $22.4K - $24.8K
9.48K $5.47M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-844
- 2.36%
$105.53 - $118.34 $89.1K - $99.9K
34.9K $4.08M
BNDC
Flexshares Tr Core Select Bd F

ETFs
-722
- 0.19%
$21.77 - $23.0 $15.7K - $16.6K
371K $8.45M
LOW
Lowes Companies Inc

Consumer Cyclical
-50
- 0.7%
$213.3 - $270.78 $10.7K - $13.5K
7.06K $1.91M
ESG
Flexshares Stoxx Us Esg Select
-651
- 0.79%
N/A
81.9K $11.1M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-5.24K
- 2.03%
$91.37 - $101.65 $479K - $532K
253K $25.7M
AAPL
Apple Inc.

Technology
-450
- 0.59%
$207.23 - $234.82 $93.3K - $106K
75.9K $17.7M
Activity Summary
Buys All Purchases 27 New Holdings 8 Increased Positions 19 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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