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CIK: 0002012031
Total reported value
$98.5M
$98.5M
123 檔
27.3%
The Q1 2024 SEC filing reveals that Financial Network Wealth Advisors LLC held a total portfolio value of $98.5M, covering 123 public equity positions.
During Q1 2024, Financial Network Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 15.31% | -6.88% | -6.63% | |
| 2 | BUFF | Innovator Laddered Allocatio | ETF-Other | 3.40% | -0.03% | -11.65% | |
| 3 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 2.98% | -0.09% | +4.12% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.77% | +0.39% | -0.86% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.33% | +0.80% | -1.33% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.30% | +0.31% | -0.97% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.28% | +0.01% | +0.90% | |
| 8 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 1.95% | -0.50% | EXIT | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.85% | +0.05% | +0.14% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.79% | +0.28% | -50.10% | |
| 11 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.78% | +0.08% | -0.81% | |
| 12 | GBCI | Glacier Bancorp Inc | Stock-Financials | 1.70% | — | -4.69% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.66% | +0.28% | +7.66% | |
| 14 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.64% | +0.06% | -0.58% | |
| 15 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.35% | +0.06% | +12.96% | |
| 16 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.29% | +0.15% | -1.04% | |
| 17 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 1.26% | — | — | |
| 18 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.22% | +0.05% | -0.15% | |
| 19 | BUFT | Ft Vest Buffered Allocation | ETF-Other | 1.19% | -0.03% | +10.16% | |
| 20 | PFEB | Innovator U.s. Equity Power | ETF-Other | 1.17% | — | +199.61% | |
| 21 | SIXP | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 1.16% | +0.01% | — | |
| 22 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.14% | +0.12% | +0.20% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.10% | +0.05% | — | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.10% | -0.19% | +0.46% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.07% | +0.03% | +53.70% | |
| 26 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.06% | +0.17% | +2.49% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.02% | +0.16% | +6.65% | |
| 28 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.00% | +0.06% | -4.25% | |
| 29 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.99% | +0.03% | +168.28% | |
| 30 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.95% | +0.11% | +0.64% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.95% | +0.09% | +1.71% | |
| 32 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.94% | +0.14% | -1.44% | |
| 33 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.93% | +0.08% | +4.72% | |
| 34 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.92% | — | +0.26% | |
| 35 | WFC | Wells Fargo & Co | Stock-Financials | 0.89% | +0.01% | -3.70% | |
| 36 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.85% | -0.04% | +64.12% | |
| 37 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.84% | +0.02% | — | |
| 38 | FAPR | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.81% | +0.01% | -5.25% | |
| 39 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.77% | +0.03% | -3.64% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.76% | +0.10% | -1.90% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | +0.24% | -11.08% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | -0.23% | -0.97% | |
| 43 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 0.68% | +0.01% | — | |
| 44 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.64% | — | NEW | |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.61% | +0.06% | +75.59% | |
| 46 | FSCO | Fs Credit Opportunities CORP | Stock-Other | 0.60% | — | — | |
| 47 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.58% | +0.08% | +0.96% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.58% | -0.02% | -6.02% | |
| 49 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.57% | +0.03% | -5.28% | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.57% | +0.02% | -0.96% |
According to official SEC Form 13F filings, Financial Network Wealth Advisors LLC reported a total U.S. public equity portfolio value of $98.5M across 123 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BUFR, BUFF, HYD) accounted for 27.3% of total reported equity market value during Q1 2024.
During Q1 2024, Financial Network Wealth Advisors LLC's top holdings by market value included BUFR (15.3%)、BUFF (3.4%)、HYD (3.0%). The largest single position, BUFR, represented 15.3% of total portfolio value.
In Q1 2024, Financial Network Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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