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CIK: 0002012031
Total reported value
$98.5M
$98.5M
945 檔
30.6%
At the close of Q2 2024, Financial Network Wealth Advisors LLC disclosed equity holdings valued at approximately $98.5M, spread across 945 reported holdings.
During Q2 2024, Financial Network Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 945 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 11.78% | -6.88% | -0.91% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.55% | +0.28% | +108.25% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.52% | +0.80% | +31.38% | |
| 4 | BUFF | Innovator Laddered Allocatio | ETF-Other | 2.45% | -0.03% | -6.42% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.22% | +0.31% | +32.29% | |
| 6 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 2.18% | -0.09% | -1.42% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.02% | +0.39% | -0.55% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.71% | +0.01% | -0.36% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.50% | +0.05% | +1.86% | |
| 10 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.45% | +0.15% | +51.59% | |
| 11 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 1.39% | -0.50% | EXIT | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.29% | +0.28% | -0.85% | |
| 13 | GBCI | Glacier Bancorp Inc | Stock-Financials | 1.18% | — | +0.05% | |
| 14 | SIXO | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 1.09% | +0.02% | — | |
| 15 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.06% | +0.06% | +4.82% | |
| 16 | BUFT | Ft Vest Buffered Allocation | ETF-Other | 1.00% | -0.03% | +9.85% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.98% | +0.16% | +5.71% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.98% | +0.05% | +13.45% | |
| 19 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.94% | -0.04% | +40.38% | |
| 20 | SIXP | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 0.89% | +0.01% | -1.03% | |
| 21 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.89% | — | -1.72% | |
| 22 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.83% | +0.17% | -0.03% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | +0.09% | +7.57% | |
| 24 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.79% | — | +111.56% | |
| 25 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.79% | +0.14% | +11.27% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | +0.03% | +0.12% | |
| 27 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.76% | +0.03% | — | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.76% | -0.19% | +1.53% | |
| 29 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.72% | +0.12% | -15.55% | |
| 30 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.72% | +0.06% | -3.61% | |
| 31 | WFC | Wells Fargo & Co | Stock-Financials | 0.69% | +0.01% | +1.13% | |
| 32 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.65% | +0.02% | +0.30% | |
| 33 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.65% | +0.11% | -8.75% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | +0.24% | +720.96% | |
| 35 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.63% | +0.07% | +56.92% | |
| 36 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.63% | +0.08% | +47.25% | |
| 37 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.63% | +0.26% | +181.97% | |
| 38 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 0.60% | -0.41% | +70.61% | |
| 39 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.55% | +0.08% | -56.95% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | +0.10% | +2.39% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.23% | +2.17% | |
| 42 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 0.53% | +0.01% | — | |
| 43 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.51% | +0.06% | -57.10% | |
| 44 | CSMD | Congress Smid Growth ETF | ETF-Other | 0.49% | — | — | |
| 45 | GMAR | Ft Vest US Equity Moderate B | ETF-Other | 0.49% | +0.01% | — | |
| 46 | FSCO | Fs Credit Opportunities CORP | Stock-Other | 0.48% | — | — | |
| 47 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.48% | — | NEW | |
| 48 | INDA | Ishares Msci India ETF | ETF-Other | 0.47% | — | +79.16% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.45% | +0.02% | +1.17% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.45% | -0.02% | +12.81% |
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 945 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BUFR, AAPL, SPYG) accounted for 30.6% of total reported equity market value during Q2 2024.
During Q2 2024, Financial Network Wealth Advisors LLC's top holdings by market value included BUFR (11.8%)、AAPL (3.5%)、SPYG (2.5%). The largest single position, BUFR, represented 11.8% of total portfolio value.
In Q2 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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