Financial Network Wealth Management LLC Portfolio Holdings

Financial Network Wealth Management LLC

  • $280 Million
  • Q4 2024

Financial Network Wealth Management LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $280 Million distributed in 115 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 $26.4M, Vanguard World Fd Esg U.S. Sto with a value of $26.3M, Nvidia Corp with a value of $21.2M, Apple Inc. with a value of $18.8M, and Ishares Esg Aware U.S. Aggrega with a value of $17.2M.

Examining the 13F form we can see an increase of $879K in the current position value, from $279M to 280M.

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 $280 Million
ETFs: $168 Million
Technology: $57.7 Million
Industrials: $8.17 Million
Financial Services: $4.98 Million
Consumer Cyclical: $4.52 Million
Consumer Defensive: $3.75 Million
Communication Services: $3.51 Million
Healthcare: $3.5 Million
Other: $1.9 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$316B
$21.2 Million 7.59% of portfolio
158,204
Q4 2024 Reduced 1.89%
$3.97T
$18.8 Million 6.72% of portfolio
75,086
Q4 2024 Reduced 1.06%
$2.97T
$14.2 Million 5.07% of portfolio
33,651
Q4 2024 Reduced 0.76%
$467B
$2.7 Million 0.96% of portfolio
2,947
Q4 2024 Reduced 0.97%
$435B
$1.74 Million 0.62% of portfolio
1,957
Q2 2024 New
$650B
$1.72 Million 0.61% of portfolio
3,791
Q2 2024 New
$576B
$1.59 Million 0.57% of portfolio
5,025
Q4 2024 Reduced 6.34%
$440B
$1.34 Million 0.48% of portfolio
2,649
Q4 2024 Reduced 14.55%
$403B
$1.33 Million 0.47% of portfolio
3,416
Q4 2024 Reduced 3.28%
$211B
$1.05 Million 0.38% of portfolio
2,021
Q4 2024 Reduced 0.2%
$2.17T
$936,000 0.33% of portfolio
4,267
Q4 2024 Reduced 1.23%
$457B
$623,000 0.22% of portfolio
5,800
Q2 2024 New
$1.08T
$601,000 0.21% of portfolio
3,160
Q2 2024 New
$409B
$532,000 0.19% of portfolio
3,176
Q2 2024 New
$1.05T
$359,000 0.13% of portfolio
1,900
Q2 2024 New
$956B
$302,000 0.11% of portfolio
750
Q4 2024 New
$264B
$280,000 0.1% of portfolio
4,746
Q4 2024 Reduced 1.13%
$337B
$286,000 0.1% of portfolio
1,299
Q2 2024 New
$434B
$279,000 0.1% of portfolio
1,932
Q4 2024 Reduced 1.28%
$206B
$257,000 0.09% of portfolio
579
Q3 2024 Reduced 0.69%
$219B
$216,000 0.08% of portfolio
731
Q4 2024 New
$218B
$222,000 0.08% of portfolio
1,337
Q2 2024 New
$538B
$208,000 0.07% of portfolio
396
Q4 2024 New
$361B
$204,000 0.07% of portfolio
1,150
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $280 Million
  • Prior Value $279 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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