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CIK: 0002012031
Total reported value
$98.5M
$98.5M
479 檔
15.6%
The Q4 2024 SEC filing reveals that Financial Network Wealth Advisors LLC held a total portfolio value of $98.5M, covering 479 public equity positions.
During Q4 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 479 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 13.53% | -6.88% | -54.09% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.49% | +0.80% | -33.10% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.24% | +0.28% | -20.87% | |
| 4 | BUFF | Innovator Laddered Allocatio | ETF-Other | 3.57% | -0.03% | -38.90% | |
| 5 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 2.83% | -0.09% | -46.14% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.63% | +0.05% | -24.40% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.51% | +0.31% | -55.86% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.40% | +0.39% | -50.35% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.97% | +0.01% | -53.00% | |
| 10 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.87% | -0.19% | -12.11% | |
| 11 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.57% | +0.15% | -59.05% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | +0.28% | -61.26% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.07% | -0.23% | -19.90% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.04% | +0.10% | -24.93% | |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.00% | +0.26% | -36.33% | |
| 16 | GMAY | Ft Vest U.s. Equity Moderate | ETF-Other | 0.97% | +0.01% | — | |
| 17 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.91% | +0.17% | -55.38% | |
| 18 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.88% | +0.08% | -40.10% | |
| 19 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.86% | +0.06% | -39.73% | |
| 20 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.85% | +0.06% | -64.61% | |
| 21 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 0.79% | -0.41% | -51.63% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | +0.16% | -66.40% | |
| 23 | BUFT | Ft Vest Buffered Allocation | ETF-Other | 0.77% | -0.03% | -68.48% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | +0.09% | -72.52% | |
| 25 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.66% | +0.12% | -61.66% | |
| 26 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.66% | -0.89% | -44.93% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.65% | +0.04% | -29.58% | |
| 28 | SIXO | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 0.64% | +0.02% | -77.59% | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.63% | +0.07% | -57.93% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.62% | +0.02% | -43.19% | |
| 31 | PSFJ | Pacer Swan Sos Flex July ETF | ETF-Other | 0.59% | -0.11% | -37.42% | |
| 32 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.58% | +0.05% | -43.37% | |
| 33 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.56% | +0.14% | -72.46% | |
| 34 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.55% | +0.03% | -28.35% | |
| 35 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.55% | -0.50% | EXIT | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.55% | -0.07% | -38.85% | |
| 37 | PSFD | Pacer Swan Sos Flex January | ETF-Other | 0.52% | -0.05% | -23.67% | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.52% | -0.02% | -57.05% | |
| 39 | GFEB | Ft Vest US Equity Moderate B | ETF-Other | 0.50% | +0.02% | — | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.49% | +0.01% | -70.15% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | +0.24% | -68.88% | |
| 42 | KAPR | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.49% | +0.03% | -6.07% | |
| 43 | DNOV | Ft Vest US Equity Deep Buffe | ETF-Other | 0.49% | +0.02% | -35.10% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | +0.04% | -59.55% | |
| 45 | MMM | 3m Co | Stock-Industrials | 0.48% | +0.04% | -0.25% | |
| 46 | IAPR | Innovator International Deve | ETF-Other | 0.47% | +0.02% | — | |
| 47 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.44% | +0.11% | -72.78% | |
| 48 | WFC | Wells Fargo & Co | Stock-Financials | 0.44% | +0.01% | -78.03% | |
| 49 | NFLT | Virtus Newfleet Multi-sector | ETF-Other | 0.43% | — | -22.55% | |
| 50 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.42% | +0.08% | -43.51% |
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 479 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BUFR, SPYG, AAPL) accounted for 15.6% of total reported equity market value during Q4 2024.
During Q4 2024, Financial Network Wealth Advisors LLC's top holdings by market value included BUFR (13.5%)、SPYG (4.5%)、AAPL (4.2%). The largest single position, BUFR, represented 13.5% of total portfolio value.
In Q4 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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