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CIK: 0002012031
Total reported value
$98.5M
$98.5M
777 檔
18.4%
In Q1 2025, Financial Network Wealth Advisors LLC's U.S. equity holdings reached a combined market value of $98.5M, distributed across 777 disclosed stock positions.
During Q1 2025, 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 777 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 12.59% | -6.88% | +35.22% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.04% | +0.28% | +14.65% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.98% | +0.80% | +2.61% | |
| 4 | BUFF | Innovator Laddered Allocatio | ETF-Other | 2.90% | -0.03% | +16.84% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.34% | +0.01% | +67.59% | |
| 6 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 2.07% | -0.09% | +5.12% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.88% | +0.39% | +4.04% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.86% | +0.05% | +12.37% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.86% | +0.31% | +4.91% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.83% | +0.28% | +97.85% | |
| 11 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.50% | -0.19% | +5.86% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.35% | +0.01% | +269.88% | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.34% | -0.89% | +187.92% | |
| 14 | BUFT | Ft Vest Buffered Allocation | ETF-Other | 1.33% | -0.03% | +144.99% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.23% | +0.03% | +290.42% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.11% | +0.10% | +28.45% | |
| 17 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 1.10% | +0.15% | +7.90% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.93% | -0.23% | +11.75% | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.91% | +0.06% | +241.78% | |
| 20 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.85% | +0.03% | +219.85% | |
| 21 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.84% | +0.17% | +28.43% | |
| 22 | PSFD | Pacer Swan Sos Flex January | ETF-Other | 0.80% | -0.05% | +122.72% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 0.78% | -0.09% | — | |
| 24 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.77% | +0.06% | +28.21% | |
| 25 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 0.71% | -0.41% | +30.39% | |
| 26 | GMAY | Ft Vest U.s. Equity Moderate | ETF-Other | 0.67% | +0.01% | — | |
| 27 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.66% | +0.06% | +13.66% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.66% | +0.26% | +2.62% | |
| 29 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.64% | +0.08% | +13.77% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | +0.16% | +43.82% | |
| 31 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.63% | -0.50% | EXIT | |
| 32 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.62% | +0.11% | +100.77% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | +0.09% | +49.48% | |
| 34 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.60% | +0.12% | +26.65% | |
| 35 | IVVB | Ishares Large Cap Deep Quart | ETF-Large Cap & Growth | 0.59% | — | — | |
| 36 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.57% | +0.07% | +26.16% | |
| 37 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.56% | -0.02% | +166.02% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.56% | +0.06% | +808.23% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.52% | +0.02% | +3.69% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.50% | +0.04% | +8.70% | |
| 41 | NFLT | Virtus Newfleet Multi-sector | ETF-Other | 0.50% | — | +63.44% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | +0.04% | +26.68% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | +0.24% | +65.68% | |
| 44 | DNOV | Ft Vest US Equity Deep Buffe | ETF-Other | 0.46% | +0.02% | +36.56% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.45% | -0.02% | +19.17% | |
| 46 | IAPR | Innovator International Deve | ETF-Other | 0.45% | +0.02% | +31.10% | |
| 47 | SIXO | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 0.44% | +0.02% | — | |
| 48 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.43% | +0.05% | +17.51% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | -0.07% | +12.08% | |
| 50 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.41% | -0.10% | +68.42% |
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 777 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BUFR, AAPL, SPYG) accounted for 18.4% of total reported equity market value during Q1 2025.
During Q1 2025, Financial Network Wealth Advisors LLC's top holdings by market value included BUFR (12.6%)、AAPL (3.0%)、SPYG (3.0%). The largest single position, BUFR, represented 12.6% of total portfolio value.
In Q1 2025, 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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