Financial Network Wealth Management LLC Reduced Holdings in Q3 2025

Financial Network Wealth Management LLC

  • $324 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ESG
Flexshares Stoxx Us Esg Select
-33.6K
- 49.94%
N/A
33.7K $5.29M
BNDC
Flexshares Tr Core Select Bd F

ETFs
-128K
- 77.42%
$21.95 - $22.62 $2.8M - $2.89M
37.2K $835K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-67.9K
- 26.72%
$109.47 - $119.06 $7.43M - $8.08M
186K $22.5M
HYXF
Ishares Tr Esg Advanced High Y

ETFs
-35.6K
- 58.61%
$46.88 - $47.56 $1.67M - $1.69M
25.1K $1.19M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-14.7K
- 52.36%
$108.46 - $120.63 $1.6M - $1.78M
13.4K $1.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-7.34K
- 54.09%
$97.75 - $100.75 $717K - $739K
6.23K $623K
UNH
Unitedhealth Group Inc

Healthcare
-364
- 15.2%
$237.77 - $353.61 $86.5K - $129K
2.03K $652K
RSG
Republic Services, Inc.

Industrials
-1.07K
- 13.74%
$225.33 - $246.01 $241K - $263K
6.72K $1.37M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-4.08K
- 30.76%
$546.99 - $602.2 $2.23M - $2.46M
9.18K $5.72M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-17.8K
- 16.07%
$21.91 - $22.57 $390K - $402K
93K $2.09M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-6.8K
- 47.54%
$48.5 - $50.19 $330K - $341K
7.5K $377K
VTV
Vanguard Value ETF

ETFs
-2.01K
- 39.69%
$175.51 - $186.57 $352K - $374K
3.05K $569K
LOW
Lowes Companies Inc

Consumer Cyclical
-1.28K
- 18.7%
$215.01 - $273.02 $276K - $350K
5.58K $1.3M
V
Visa Inc.

Financial Services
-559
- 11.43%
$332.09 - $358.86 $186K - $201K
4.33K $1.45M
WM
Waste Management Inc

Industrials
-472
- 11.16%
$213.88 - $237.1 $101K - $112K
3.76K $753K
VB
Vanguard Small Cap ETF

ETFs
-1.21K
- 43.63%
$237.58 - $259.17 $288K - $314K
1.57K $399K
VGIT
Vanguard Intermediate Term Tre

ETFs
-2.99K
- 25.95%
$58.97 - $60.36 $177K - $181K
8.54K $512K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-422
- 21.05%
$404.94 - $499.99 $171K - $211K
1.58K $912K
FVD
First Tr Value Line Divid Inde

ETFs
-3.04K
- 6.32%
$44.73 - $46.86 $136K - $142K
45K $2.05M
IEFA
Ishares Tr

ETFs
-1.65K
- 32.17%
$81.7 - $87.53 $135K - $144K
3.48K $308K
MUB
Ishares National Muni Bond ETF

ETFs
-736
- 6.59%
$103.24 - $106.68 $76K - $78.5K
10.4K $1.12M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-294
- 30.91%
$339.37 - $366.46 $99.8K - $108K
657 $245K
EXR
Extra Space Storage Inc.

Real Estate
-33
- 1.74%
$134.36 - $152.88 $4.43K - $5.05K
1.87K $243K
HYG
Ishares Tr

ETFs
-82
- 1.39%
$79.85 - $81.32 $6.55K - $6.67K
5.81K $467K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
-111
- 0.34%
$21.47 - $21.83 $2.38K - $2.42K
32.2K $696K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-125
- 4.38%
$132.9 - $142.03 $16.6K - $17.8K
2.73K $384K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-620
- 11.32%
$49.43 - $54.52 $30.6K - $33.8K
4.86K $268K
JNJ
Johnson & Johnson

Healthcare
-22
- 1.51%
$155.17 - $185.42 $3.41K - $4.08K
1.44K $270K
IEMG
Ishares Inc

ETFs
-385
- 8.92%
N/A
3.93K $269K
VEA
Vanguard Ftse Developed Market

ETFs
-2.88K
- 13.78%
$56.02 - $60.3 $161K - $173K
18K $1.1M
VTI
Vanguard Total Stock Market Et

ETFs
-3
- 0.36%
$303.93 - $329.86 $912 - $990
833 $278K
AVGO
Broadcom Inc.

Technology
-239
- 29.69%
$264.74 - $369.57 $63.3K - $88.3K
566 $202K
AMAT
Applied Materials Inc

Technology
-500
- 21.74%
$156.25 - $204.95 $78.1K - $102K
1.8K $423K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2
- 0.14%
$420.11 - $472.68 $840 - $945
1.4K $676K
VUG
Vanguard Growth ETF

ETFs
-1.09K
- 19.11%
$433.97 - $484.08 $474K - $529K
4.63K $2.29M
AMZN
Amazon Com Inc

Consumer Cyclical
-260
- 6.09%
$211.65 - $238.24 $55K - $61.9K
4.01K $995K
GOOGL
Alphabet Inc.

Communication Services
-227
- 11.95%
$174.36 - $254.72 $39.6K - $57.8K
1.67K $485K
NFLX
Netflix Inc

Communication Services
-44
- 2.25%
$1147.87 - $1297.18 $50.5K - $57.1K
1.91K $2.14M
GOOG
Alphabet Inc.

Communication Services
-305
- 9.65%
$175.16 - $255.24 $53.4K - $77.8K
2.86K $829K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-702
- 2.1%
$68.24 - $73.73 $47.9K - $51.8K
32.8K $2.46M
IXUS
Ishares Tr

ETFs
-2.26K
- 5.27%
$76.35 - $82.58 $173K - $187K
40.6K $3.43M
IVV
Ishares Core S&P 500 ETF

ETFs
-272
- 2.9%
$620.67 - $670.08 $169K - $182K
9.11K $6.24M
AAPL
Apple Inc.

Technology
-4.23K
- 5.77%
$202.38 - $256.87 $855K - $1.09M
69K $18.6M
MSFT
Microsoft Corp

Technology
-2.06K
- 6.17%
$491.09 - $535.64 $1.01M - $1.1M
31.4K $15.9M
NVDA
Nvidia Corp

Technology
-13.5K
- 8.78%
$153.3 - $186.58 $2.07M - $2.52M
140K $27.9M
Activity Summary
Buys All Purchases 43 New Holdings 1 Increased Positions 42 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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