Financial Network Wealth Management LLC Portfolio Holdings

Financial Network Wealth Management LLC

  • $279 Million
  • Q3 2024

Financial Network Wealth Management LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $279 Million distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Trust Ishares Esg Awar with a value of $27.7M, Vanguard World Fd Esg U.S. Sto with a value of $25.7M, Nvidia Corp with a value of $19.6M, Apple Inc. with a value of $17.7M, and Ishares Esg Aware U.S. Aggrega with a value of $16.9M.

Examining the 13F form we can see an increase of $16.5M in the current position value, from $263M to 279M.

Financial Network Wealth Management LLC is based out at Draper, UT

Below you can find more details about Financial Network Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $279 Million
ETFs: $171 Million
Technology: $55.5 Million
Industrials: $8.64 Million
Financial Services: $4.47 Million
Consumer Cyclical: $4.38 Million
Healthcare: $4.34 Million
Consumer Defensive: $3.76 Million
Communication Services: $3.09 Million
Other: $2.06 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.22B
$372,000 0.13% of portfolio
6,084
Q2 2024 New
$2.21B
$296,000 0.11% of portfolio
6,280
Q3 2024 Added 400.0%
$9.25B
$229,000 0.08% of portfolio
2,000
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $279 Million
  • Prior Value $263 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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