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
$0
$53,000 0.02% of portfolio
2,015
Q1 2025 New
$38.4B
$48,000 0.02% of portfolio
175
Q1 2025 New
$7.52B
$48,000 0.02% of portfolio
1,000
Q1 2025 New
$2.96B
$47,000 0.02% of portfolio
426
Q1 2025 New
$0
$43,000 0.02% of portfolio
800
Q1 2025 New
$0
$43,000 0.02% of portfolio
1,510
Q1 2025 New
$39.1B
$43,000 0.02% of portfolio
200
Q1 2025 New
$16.7B
$43,000 0.02% of portfolio
264
Q1 2025 New
$95.2B
$43,000 0.02% of portfolio
385
Q1 2025 New
$0
$44,000 0.02% of portfolio
949
Q1 2025 New
$99.1B
$45,000 0.02% of portfolio
228
Q1 2025 New
Reddit Inc Cl A
-
$46,000 0.02% of portfolio
-
Q1 2025 New
$27.6B
$46,000 0.02% of portfolio
675
Q1 2025 New
$3.46B
$55,000 0.02% of portfolio
727
Q1 2025 New
$21.2B
$55,000 0.02% of portfolio
272
Q1 2025 New
$1.25T
$59,000 0.02% of portfolio
103
Q1 2025 New
$0
$61,000 0.02% of portfolio
1,252
Q1 2025 New
$76.5B
$63,000 0.02% of portfolio
435
Q1 2025 New
$0
$64,000 0.02% of portfolio
1,675
Q1 2025 New
$0
$68,000 0.02% of portfolio
1,313
Q1 2025 New
$5.84B
$70,000 0.02% of portfolio
1,500
Q1 2025 New
Impact Shs Tr I Affordable Hous
-
$70,000 0.02% of portfolio
-
Q1 2025 New
$97.4B
$70,000 0.02% of portfolio
720
Q1 2025 New
$52.8B
$59,000 0.02% of portfolio
388
Q1 2025 New
$0
$59,000 0.02% of portfolio
783
Q1 2025 New
$315B
$59,000 0.02% of portfolio
450
Q1 2025 New
$73.9B
$55,000 0.02% of portfolio
2,845
Q1 2025 New
$0
$55,000 0.02% of portfolio
1,109
Q1 2025 New
$450M
$55,000 0.02% of portfolio
763
Q1 2025 New
$0
$55,000 0.02% of portfolio
785
Q1 2025 New
$67.1B
$56,000 0.02% of portfolio
14,840
Q3 2024 New
$0
$56,000 0.02% of portfolio
2,234
Q1 2025 New
$1.17B
$57,000 0.02% of portfolio
332
Q1 2025 New
$147B
$57,000 0.02% of portfolio
810
Q1 2025 New
$0
$58,000 0.02% of portfolio
1,040
Q1 2025 New
$16.7B
$27,000 0.01% of portfolio
231
Q1 2025 New
$26.5B
$27,000 0.01% of portfolio
200
Q1 2025 New
$0
$26,000 0.01% of portfolio
2,999
Q1 2025 New
$0
$26,000 0.01% of portfolio
529
Q1 2025 New
$0
$26,000 0.01% of portfolio
211
Q1 2025 New
$15.8B
$26,000 0.01% of portfolio
800
Q1 2025 New
$43.3B
$26,000 0.01% of portfolio
210
Q1 2025 New
$43.2B
$27,000 0.01% of portfolio
48
Q1 2025 New
$0
$27,000 0.01% of portfolio
2,135
Q1 2025 New
$0
$27,000 0.01% of portfolio
623
Q1 2025 New
$40.1B
$28,000 0.01% of portfolio
2,853
Q1 2025 New
$51B
$28,000 0.01% of portfolio
230
Q1 2025 New
$5.33B
$28,000 0.01% of portfolio
306
Q1 2025 New
$0
$28,000 0.01% of portfolio
393
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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