Financial Network Wealth Management LLC Reduced Holdings in Q4 2024

Financial Network Wealth Management LLC

  • $280 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-451
- 14.55%
$485.52 - $625.25 $219K - $282K
2.65K $1.34M
BNDC
Flexshares Tr Core Select Bd F

ETFs
-2.71K
- 0.73%
$21.68 - $22.86 $58.8K - $62K
368K $8.03M
MSFT
Microsoft Corp

Technology
-258
- 0.76%
$406.35 - $454.46 $105K - $117K
33.7K $14.2M
IXUS
Ishares Tr

ETFs
-984
- 2.23%
$65.95 - $72.56 $64.9K - $71.4K
43.2K $2.85M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.87K
- 1.44%
$51.09 - $55.27 $95.7K - $104K
128K $6.56M
FSLR
First Solar, Inc.

Technology
-153
- 5.56%
$175.88 - $240.66 $26.9K - $36.8K
2.6K $457K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-463
- 1.34%
$58.88 - $64.8 $27.3K - $30K
34.1K $2.01M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-4
- 0.2%
$501.29 - $612.85 $2.01K - $2.45K
2.02K $1.05M
LOW
Lowes Companies Inc

Consumer Cyclical
-127
- 1.8%
$244.52 - $284.07 $31.1K - $36.1K
6.93K $1.71M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.18K
- 3.38%
$113.92 - $127.38 $135K - $150K
33.7K $3.89M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-491
- 0.34%
$21.66 - $22.69 $10.6K - $11.1K
144K $3.14M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-481
- 2.39%
$96.64 - $101.23 $46.5K - $48.7K
19.7K $1.91M
FVD
First Tr Value Line Divid Inde

ETFs
-351
- 0.64%
$43.4 - $46.7 $15.2K - $16.4K
54.2K $2.37M
HYGV
Flexshares Tr High Yield Value

ETFs
-1.28K
- 2.4%
$40.53 - $41.51 $51.9K - $53.1K
52.1K $2.12M
HD
Home Depot, Inc.

Consumer Cyclical
-116
- 3.28%
$385.02 - $431.37 $44.7K - $50K
3.42K $1.33M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.22K
- 22.3%
$57.29 - $63.1 $69.7K - $76.7K
4.24K $243K
VTV
Vanguard Value ETF

ETFs
-357
- 6.54%
$168.32 - $181.87 $60.1K - $64.9K
5.1K $863K
AMGN
Amgen Inc

Healthcare
-100
- 9.88%
$258.78 - $328.31 $25.9K - $32.8K
912 $237K
TTEK
Tetra Tech Inc

Industrials
-1
- 0.02%
$39.8 - $50.52 $39.8 - $50.5
6.28K $250K
IEFA
Ishares Tr

ETFs
-21
- 0.4%
$70.06 - $77.43 $1.47K - $1.63K
5.22K $366K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-672
- 1.99%
$118.0 - $127.04 $79.3K - $85.4K
33.1K $4.03M
WM
Waste Management Inc

Industrials
-61
- 1.33%
$201.79 - $228.46 $12.3K - $13.9K
4.53K $913K
JNJ
Johnson & Johnson

Healthcare
-25
- 1.28%
$143.34 - $165.86 $3.58K - $4.15K
1.93K $279K
VGIT
Vanguard Intermediate Term Tre

ETFs
-147
- 1.23%
$57.78 - $60.4 $8.49K - $8.88K
11.8K $685K
HYG
Ishares Tr

ETFs
-292
- 4.66%
$78.09 - $80.04 $22.8K - $23.4K
5.97K $469K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-145
- 0.67%
$49.79 - $51.14 $7.22K - $7.42K
21.5K $1.08M
RSG
Republic Services, Inc.

Industrials
-150
- 1.87%
$198.0 - $218.75 $29.7K - $32.8K
7.88K $1.58M
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
-256
- 0.78%
$21.02 - $21.57 $5.38K - $5.52K
32.4K $684K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-3
- 0.07%
$74.5 - $78.37 $224 - $235
4.49K $335K
VUSB
Vanguard Bd Index Fds
-244
- 4.99%
N/A
4.65K $230K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-82
- 2.77%
$126.68 - $134.74 $10.4K - $11K
2.87K $366K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-8
- 0.21%
$101.77 - $113.02 $814 - $904
3.72K $392K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-14
- 0.23%
$77.02 - $78.58 $1.08K - $1.1K
6.09K $470K
VB
Vanguard Small Cap ETF

ETFs
-8
- 0.28%
$233.76 - $261.58 $1.87K - $2.09K
2.84K $681K
ESG
Flexshares Stoxx Us Esg Select
-1.02K
- 1.24%
N/A
80.9K $11.1M
CSCO
Cisco Systems, Inc.

Technology
-54
- 1.13%
$52.45 - $60.02 $2.83K - $3.24K
4.75K $280K
VUG
Vanguard Growth ETF

ETFs
-261
- 4.27%
$378.79 - $428.11 $98.9K - $112K
5.86K $2.4M
COST
Costco Wholesale Corp

Consumer Defensive
-29
- 0.97%
$873.59 - $994.69 $25.3K - $28.8K
2.95K $2.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-958
- 3.81%
$481.22 - $538.17 $461K - $516K
24.2K $12.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-20
- 0.21%
$570.51 - $610.59 $11.4K - $12.2K
9.46K $5.57M
V
Visa Inc.

Financial Services
-340
- 6.34%
$273.87 - $320.91 $93.1K - $109K
5.03K $1.59M
AMZN
Amazon Com Inc

Consumer Cyclical
-53
- 1.23%
$180.88 - $232.93 $9.59K - $12.3K
4.27K $936K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-1.89K
- 0.75%
$100.18 - $109.1 $189K - $206K
251K $26.3M
AAPL
Apple Inc.

Technology
-802
- 1.06%
$221.69 - $259.02 $178K - $208K
75.1K $18.8M
NVDA
Nvidia Corp

Technology
-3.04K
- 1.89%
$117.0 - $148.88 $356K - $453K
158K $21.2M
Activity Summary
Buys All Purchases 19 New Holdings 4 Increased Positions 15 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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