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CIK: 0002012031
Total reported value
$98.5M
$98.5M
813 檔
28.5%
During the Q3 2024 filing period, Financial Network Wealth Advisors LLC (CIK: 0002012031) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $98.5M across 813 reported positions.
During Q3 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 813 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 12.84% | -6.88% | -4.55% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.81% | +0.80% | -2.28% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.61% | +0.31% | -1.94% | |
| 4 | BUFF | Innovator Laddered Allocatio | ETF-Other | 2.55% | -0.03% | -8.45% | |
| 5 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 2.39% | -0.09% | -3.39% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.36% | +0.39% | -1.37% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.21% | +0.28% | -47.45% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.87% | +0.01% | -1.32% | |
| 9 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.76% | +0.15% | +1.13% | |
| 10 | GBCI | Glacier Bancorp Inc | Stock-Financials | 1.60% | — | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.58% | +0.05% | -1.29% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.54% | +0.28% | +2.31% | |
| 13 | SIXO | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 1.25% | +0.02% | -0.39% | |
| 14 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.10% | -0.04% | -5.76% | |
| 15 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.09% | +0.06% | -9.92% | |
| 16 | BUFT | Ft Vest Buffered Allocation | ETF-Other | 1.07% | -0.03% | -4.73% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.99% | +0.03% | +2.31% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.99% | -0.19% | -1.10% | |
| 19 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.97% | +0.17% | -2.98% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.91% | +0.09% | +3.98% | |
| 21 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.91% | — | -10.14% | |
| 22 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.89% | +0.14% | -3.82% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | +0.16% | -9.51% | |
| 24 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.87% | +0.03% | — | |
| 25 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.80% | +0.12% | -3.85% | |
| 26 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.79% | +0.06% | -5.24% | |
| 27 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.76% | +0.01% | +52.36% | |
| 28 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.73% | +0.11% | -0.64% | |
| 29 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 0.72% | -0.41% | +4.09% | |
| 30 | WFC | Wells Fargo & Co | Stock-Financials | 0.71% | +0.01% | -2.80% | |
| 31 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.70% | +0.26% | -5.31% | |
| 32 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.69% | +0.07% | -4.93% | |
| 33 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.69% | +0.08% | -6.18% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.68% | +0.10% | -2.10% | |
| 35 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.67% | — | NEW | |
| 36 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.66% | +0.08% | +2.65% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.23% | +4.72% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | +0.24% | -7.94% | |
| 39 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.63% | +0.02% | -14.83% | |
| 40 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.63% | +0.06% | +2.97% | |
| 41 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 0.60% | +0.01% | — | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.57% | — | — | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.56% | +0.02% | -0.50% | |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.53% | -0.89% | +8.42% | |
| 45 | INDA | Ishares Msci India ETF | ETF-Other | 0.53% | — | -3.21% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.50% | -0.02% | -9.51% | |
| 47 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.48% | — | -2.96% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.47% | -0.09% | -1.25% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | +0.04% | -0.05% | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.46% | — | +1.63% |
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 813 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BUFR, SPYG, SPYV) accounted for 28.5% of total reported equity market value during Q3 2024.
During Q3 2024, Financial Network Wealth Advisors LLC's top holdings by market value included BUFR (12.8%)、SPYG (2.8%)、SPYV (2.6%). The largest single position, BUFR, represented 12.8% of total portfolio value.
In Q3 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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