Financial Network Wealth Management LLC Reduced Holdings in Q1 2025

Financial Network Wealth Management LLC

  • $283 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-10.9K
- 45.15%
$468.34 - $539.52 $5.11M - $5.89M
13.3K $6.22M
NVDA
Nvidia Corp

Technology
-4.62K
- 2.92%
$106.98 - $149.43 $495K - $691K
154K $16.6M
BNDC
Flexshares Tr Core Select Bd F

ETFs
-203K
- 55.24%
$21.51 - $22.34 $4.37M - $4.54M
165K $3.66M
AAPL
Apple Inc.

Technology
-1.81K
- 2.41%
$209.68 - $247.1 $380K - $448K
73.3K $16.3M
ESG
Flexshares Stoxx Us Esg Select
-13.5K
- 16.71%
N/A
67.4K $9.05M
MSFT
Microsoft Corp

Technology
-223
- 0.66%
$375.39 - $447.2 $83.7K - $99.7K
33.4K $12.5M
HYXF
Ishares Tr Esg Advanced High Y

ETFs
-31.9K
- 34.43%
$46.06 - $46.94 $1.47M - $1.5M
60.7K $2.81M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.59K
- 16.57%
$102.49 - $119.96 $573K - $670K
28.1K $2.94M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-15.8K
- 50.15%
$41.78 - $50.35 $662K - $798K
15.7K $675K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-33.5K
- 23.22%
$21.49 - $22.24 $720K - $745K
111K $2.46M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-7.24K
- 33.63%
$49.25 - $50.66 $357K - $367K
14.3K $709K
IVV
Ishares Core S&P 500 ETF

ETFs
-78
- 0.82%
$554.06 - $615.85 $43.2K - $48K
9.38K $5.27M
VUG
Vanguard Growth ETF

ETFs
-137
- 2.34%
$369.1 - $427.61 $50.6K - $58.6K
5.72K $2.12M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-136
- 0.41%
$113.22 - $126.36 $15.4K - $17.2K
33K $3.79M
FVD
First Tr Value Line Divid Inde

ETFs
-6.2K
- 11.44%
$42.61 - $45.51 $264K - $282K
48K $2.14M
FSLR
First Solar, Inc.

Technology
-7
- 0.27%
$126.34 - $197.73 $884 - $1.38K
2.59K $327K
TGT
Target Corp

Consumer Defensive
-600
- 28.49%
$103.65 - $142.5 $62.2K - $85.5K
1.51K $157K
LOW
Lowes Companies Inc

Consumer Cyclical
-72
- 1.04%
$222.66 - $268.42 $16K - $19.3K
6.86K $1.6M
HD
Home Depot, Inc.

Consumer Cyclical
-45
- 1.32%
$347.25 - $424.87 $15.6K - $19.1K
3.37K $1.24M
UNH
Unitedhealth Group Inc

Healthcare
-255
- 9.63%
$461.52 - $548.18 $118K - $140K
2.39K $1.25M
TTEK
Tetra Tech Inc

Industrials
-248
- 3.95%
$28.26 - $42.58 $7.01K - $10.6K
6.03K $176K
CMCSA
Comcast Corp

Communication Services
-1.87K
- 33.72%
$33.19 - $38.23 $61.9K - $71.3K
3.67K $135K
VB
Vanguard Small Cap ETF

ETFs
-57
- 2.01%
$217.89 - $252.64 $12.4K - $14.4K
2.78K $616K
SPGI
S&P Global Inc.

Financial Services
-142
- 15.94%
$478.26 - $543.77 $67.9K - $77.2K
749 $380K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-2.4K
- 1.52%
$22.25 - $23.0 $53.5K - $55.3K
156K $3.58M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-16
- 0.79%
$497.6 - $606.74 $7.96K - $9.71K
2.01K $998K
CSCO
Cisco Systems, Inc.

Technology
-948
- 19.97%
$58.74 - $64.87 $55.7K - $61.5K
3.8K $234K
ADBE
Adobe Inc.

Technology
-21
- 3.63%
$377.84 - $464.11 $7.93K - $9.75K
558 $214K
CL
Colgate Palmolive CO

Consumer Defensive
-466
- 18.46%
$85.68 - $97.5 $39.9K - $45.4K
2.06K $192K
JNJ
Johnson & Johnson

Healthcare
-472
- 24.43%
$142.06 - $167.7 $67.1K - $79.2K
1.46K $242K
MUB
Ishares National Muni Bond ETF

ETFs
-186
- 1.64%
$104.71 - $107.69 $19.5K - $20K
11.2K $1.18M
AXP
American Express CO

Financial Services
-30
- 4.1%
$255.39 - $325.87 $7.66K - $9.78K
701 $188K
VTI
Vanguard Total Stock Market Et

ETFs
-2
- 0.24%
$271.18 - $303.12 $542 - $606
836 $229K
HYG
Ishares Tr

ETFs
-83
- 1.39%
$78.51 - $80.11 $6.52K - $6.65K
5.89K $464K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-283
- 7.61%
$98.98 - $113.18 $28K - $32K
3.44K $388K
EXR
Extra Space Storage Inc.

Real Estate
-10
- 0.52%
$143.8 - $161.28 $1.44K - $1.61K
1.9K $282K
VGIT
Vanguard Intermediate Term Tre

ETFs
-275
- 2.33%
$57.44 - $59.4 $15.8K - $16.3K
11.5K $685K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
-98
- 0.3%
$21.05 - $21.54 $2.06K - $2.11K
32.3K $684K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-20
- 0.7%
$126.11 - $135.06 $2.52K - $2.7K
2.85K $367K
VZ
Verizon Communications Inc

Communication Services
-856
- 10.8%
$37.81 - $46.49 $32.4K - $39.8K
7.07K $320K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-32
- 0.58%
$42.5 - $46.71 $1.36K - $1.49K
5.48K $247K
VTV
Vanguard Value ETF

ETFs
-45
- 0.88%
$167.73 - $179.21 $7.55K - $8.06K
5.05K $873K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-128
- 2.98%
$74.85 - $84.89 $9.58K - $10.9K
4.17K $340K
IEFA
Ishares Tr

ETFs
-93
- 1.78%
$69.57 - $78.65 $6.47K - $7.31K
5.13K $387K
WM
Waste Management Inc

Industrials
-300
- 6.62%
$200.54 - $233.78 $60.2K - $70.1K
4.23K $979K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-631
- 1.85%
$58.01 - $64.46 $36.6K - $40.7K
33.5K $2.08M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-108
- 0.31%
$55.47 - $61.45 $5.99K - $6.64K
35.2K $2.08M
V
Visa Inc.

Financial Services
-134
- 2.67%
$306.92 - $362.71 $41.1K - $48.6K
4.89K $1.71M
IXUS
Ishares Tr

ETFs
-252
- 0.58%
$65.06 - $72.31 $16.4K - $18.2K
42.9K $2.99M
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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