Financial Network Wealth Management LLC Portfolio Holdings

Financial Network Wealth Management LLC

  • $283 Million
  • Q1 2025

Financial Network Wealth Management LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $283 Million distributed in 322 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 $29.8M, Vanguard World Fd Esg U.S. Sto with a value of $24.9M, Ishares Esg Aware U.S. Aggrega with a value of $17.9M, Nvidia Corp with a value of $16.6M, and Apple Inc. with a value of $16.3M.

Examining the 13F form we can see an increase of $3.39M in the current position value, from $280M to 283M.

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 $283 Million
ETFs: $167 Million
Technology: $50.5 Million
Industrials: $10.5 Million
Financial Services: $6.52 Million
Consumer Cyclical: $5.1 Million
Healthcare: $4.63 Million
Consumer Defensive: $4.02 Million
Communication Services: $3.93 Million
Other: $2.74 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$166B
$109,000 0.04% of portfolio
1,107
Q1 2025 New
$0
$107,000 0.04% of portfolio
1,433
Q1 2025 New
$19.1B
$115,000 0.04% of portfolio
3,943
Q1 2025 New
$267B
$116,000 0.04% of portfolio
658
Q1 2025 New
$273B
$119,000 0.04% of portfolio
712
Q1 2025 New
$102B
$122,000 0.04% of portfolio
182
Q1 2025 New
$22.3B
$123,000 0.04% of portfolio
800
Q1 2025 New
$83.6B
$124,000 0.04% of portfolio
1,431
Q1 2025 New
$0
$125,000 0.04% of portfolio
3,275
Q1 2025 New
$0
$127,000 0.04% of portfolio
2,993
Q1 2025 New
$105B
$107,000 0.04% of portfolio
1,762
Q1 2025 New
$229B
$107,000 0.04% of portfolio
808
Q1 2025 New
$0
$100,000 0.04% of portfolio
1,072
Q1 2025 New
$231B
$100,000 0.04% of portfolio
322
Q1 2025 New
Ge Vernova Inc
-
$101,000 0.04% of portfolio
-
Q1 2025 New
$0
$101,000 0.04% of portfolio
4,018
Q1 2025 New
Motley Fool Global Opportunities
-
$103,000 0.04% of portfolio
-
Q1 2025 New
$261B
$103,000 0.04% of portfolio
1,176
Q1 2025 New
$0
$104,000 0.04% of portfolio
2,566
Q1 2025 New
Ishares Flexible Income Active
-
$77,000 0.03% of portfolio
-
Q1 2025 New
$24.3B
$77,000 0.03% of portfolio
462
Q1 2025 New
$13.7B
$77,000 0.03% of portfolio
836
Q1 2025 New
$0
$76,000 0.03% of portfolio
7,421
Q1 2025 New
$97.8B
$76,000 0.03% of portfolio
222
Q1 2025 New
$0
$75,000 0.03% of portfolio
964
Q1 2025 New
$123B
$75,000 0.03% of portfolio
247
Q1 2025 New
$74.2B
$73,000 0.03% of portfolio
143
Q1 2025 New
$17.4B
$72,000 0.03% of portfolio
495
Q1 2025 New
$36.9B
$71,000 0.03% of portfolio
1,050
Q1 2025 New
$0
$78,000 0.03% of portfolio
6,338
Q1 2025 New
$342B
$80,000 0.03% of portfolio
300
Q1 2025 New
$10.2B
$98,000 0.03% of portfolio
624
Q1 2025 New
$76.7B
$97,000 0.03% of portfolio
1,495
Q1 2025 New
$0
$96,000 0.03% of portfolio
9,440
Q1 2025 New
$380B
$95,000 0.03% of portfolio
680
Q1 2025 New
$118B
$94,000 0.03% of portfolio
987
Q1 2025 New
$0
$92,000 0.03% of portfolio
1,025
Q1 2025 New
$157B
$87,000 0.03% of portfolio
6,451
Q1 2025 New
$72.5B
$86,000 0.03% of portfolio
1,350
Q1 2025 New
$0
$84,000 0.03% of portfolio
1,238
Q1 2025 New
$0
$83,000 0.03% of portfolio
723
Q1 2025 New
$117B
$48,000 0.02% of portfolio
460
Q1 2025 New
$74.3B
$49,000 0.02% of portfolio
200
Q1 2025 New
$72.7B
$49,000 0.02% of portfolio
113
Q1 2025 New
$0
$51,000 0.02% of portfolio
800
Q1 2025 New
$0
$52,000 0.02% of portfolio
346
Q1 2025 New
$12.4B
$52,000 0.02% of portfolio
6,072
Q1 2025 New
$40.4B
$52,000 0.02% of portfolio
260
Q1 2025 New
$0
$53,000 0.02% of portfolio
1,759
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 322
  • Current Value $283 Million
  • Prior Value $280 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 207 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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