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Financial Network Wealth Advisors LLC Top Holdings and 13F Report (2025)

About Financial Network Wealth Advisors LLC

Investment Activity

  • Financial Network Wealth Advisors LLC has $76.16 million in total holdings as of March 31, 2025.
  • Financial Network Wealth Advisors LLC owns shares of 777 different stocks, but just 123 companies or ETFs make up 80% of its holdings.
  • Approximately 31.34% of the portfolio was purchased this quarter.
  • About 0.77% of the portfolio was sold this quarter.
  • This quarter, Financial Network Wealth Advisors LLC has purchased 479 new stocks and bought additional shares in 348 stocks.
  • Financial Network Wealth Advisors LLC sold shares of 17 stocks and completely divested from 9 stocks this quarter.

Largest New Holdings this Quarter

002824100 - Abbott Laboratories
$590,293 Holding
092528801 - iShares Large Cap Deep Buffer ETF
$448,596 Holding
33738D309 - First Trust Senior Loan ETF
$138,000 Holding
72201R593 - PIMCO Commodity Strategy Active ETF
$137,946 Holding

Largest Purchases this Quarter

FT Vest Laddered Buffer ETF
84,097 shares (about $2.50M)
iShares TIPS Bond ETF
6,728 shares (about $747.41K)
JPMorgan Ultra-Short Income ETF
14,204 shares (about $719.15K)
Berkshire Hathaway
1,304 shares (about $694.48K)
iShares Core S&P 500 ETF
1,227 shares (about $689.45K)

Largest Sales this Quarter

GLOBAL X FDS
2,230 shares (about $103.81K)
Vanguard Dividend Appreciation ETF
437 shares (about $84.78K)
BLACKROCK INC
63 shares (about $59.63K)
iShares MSCI India ETF
841 shares (about $43.29K)
iShares MSCI USA Quality Factor ETF
189 shares (about $32.30K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFinancial Network Wealth Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$9,586,812$2,496,840 35.2%322,89712.6%ETF
Apple Inc. stock logo
AAPL
Apple
$2,318,280$296,310 14.7%10,4373.0%Computer and Technology
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$2,267,045$57,705 2.6%28,2083.0%ETF
BUFF
Innovator Laddered Fund of U.S. Equity Power Buffer ETFs
$2,205,338$317,845 16.8%50,0192.9%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$1,783,189$719,149 67.6%35,2202.3%ETF
VanEck High Yield Muni ETF stock logo
HYD
VanEck High Yield Muni ETF
$1,578,490$76,872 5.1%30,8422.1%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$1,430,578$55,598 4.0%39,2911.9%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$1,415,600$155,787 12.4%3,7711.9%Computer and Technology
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$1,413,154$66,187 4.9%27,6711.9%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,394,074$689,451 97.8%2,4811.8%ETF
McDonald's Co. stock logo
MCD
McDonald's
$1,145,042$63,405 5.9%3,6661.5%Retail/Wholesale
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$1,024,361$747,414 269.9%9,2211.3%ETF
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$1,020,771$666,235 187.9%11,1281.3%ETF
BUFT
FT Vest Buffered Allocation Defensive ETF
$1,011,861$598,838 145.0%45,0781.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$933,613$694,485 290.4%1,7531.2%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$847,508$187,730 28.5%4,0451.1%Medical
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$837,810$61,338 7.9%10,0941.1%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$708,135$74,453 11.7%5,9540.9%Energy
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$689,716$487,913 241.8%7,2320.9%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$650,309$446,990 219.8%6,2850.9%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$642,839$142,284 28.4%16,3280.8%ETF
PSFD
Pacer Swan SOS Flex (January) ETF
$606,661$334,279 122.7%18,6910.8%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$590,293$590,293 New Holding4,4500.8%Medical
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$586,026$128,946 28.2%25,4960.8%ETF
BUFG
FT Vest Buffered Allocation Growth ETF
$539,464$125,743 30.4%22,6780.7%ETF
GMAY
FT Cboe Vest U.S. Equity Moderate Buffer ETF - May
$513,3350.0%14,1590.7%ETF
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$505,718$60,797 13.7%6,5630.7%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$499,228$12,758 2.6%12,2480.7%ETF
SPDR S&P 400 Mid Cap Growth ETF stock logo
MDYG
SPDR S&P 400 Mid Cap Growth ETF
$490,528$59,359 13.8%6,1730.6%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$486,188$148,145 43.8%3,1440.6%Computer and Technology
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock logo
XHLF
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
$478,574$182,386 61.6%9,5040.6%ETF
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$473,970$237,899 100.8%11,1470.6%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$463,283$153,350 49.5%2,4350.6%Retail/Wholesale
SPDR Portfolio Mortgage Backed Bond ETF stock logo
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
$458,287$96,447 26.7%20,7840.6%ETF
iShares Large Cap Deep Buffer ETF stock logo
IVVB
iShares Large Cap Deep Buffer ETF
$448,596$448,596 New Holding15,3000.6%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$434,554$90,099 26.2%5,3150.6%ETF
SPDR Bloomberg High Yield Bond ETF stock logo
JNK
SPDR Bloomberg High Yield Bond ETF
$428,183$267,221 166.0%4,4930.6%Finance
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$424,702$377,941 808.2%6,8390.6%ETF
The Coca-Cola Company stock logo
KO
Coca-Cola
$396,775$14,109 3.7%5,5400.5%Consumer Staples
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$383,347$30,688 8.7%2,9730.5%ETF
NFLT
Virtus Newfleet Multi-Sector Bond ETF
$378,363$146,863 63.4%16,7640.5%ETF
Visa Inc. stock logo
V
Visa
$362,726$76,400 26.7%1,0350.5%Business Services
NVIDIA Co. stock logo
NVDA
NVIDIA
$352,656$139,805 65.7%3,2540.5%Computer and Technology
DNOV
FT Vest U.S. Equity Deep Buffer ETF - November
$349,169$93,475 36.6%8,3300.5%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$344,219$55,360 19.2%6280.5%Business Services
Innovator MSCI EAFE Power Buffer ETF - April stock logo
IAPR
Innovator MSCI EAFE Power Buffer ETF - April
$339,320$80,499 31.1%12,3210.4%ETF
SIXO
AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
$337,0530.0%10,6730.4%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$326,693$48,686 17.5%4,1670.4%ETF
Walmart Inc. stock logo
WMT
Walmart
$319,995$34,502 12.1%3,6450.4%Retail/Wholesale
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$312,848$127,099 68.4%6,8970.4%Computer and Technology
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$310,421$81,240 35.4%10,3130.4%ETF
Pacer Swan SOS Flex (July) ETF stock logo
PSFJ
Pacer Swan SOS Flex (July) ETF
$309,3980.0%10,8650.4%ETF
KAPR
Innovator U.S. Small Cap Power Buffer ETF - April
$305,415$57,998 23.4%9,9000.4%ETF
Chevron Co. stock logo
CVX
Chevron
$302,460$46,841 18.3%1,8080.4%Energy
JPMorgan US Quality Factor ETF stock logo
JQUA
JPMorgan US Quality Factor ETF
$301,632$4,800 1.6%5,3410.4%ETF
3M stock logo
MMM
3M
$290,7830.0%1,9800.4%Multi-Sector Conglomerates
BSEP
Innovator U.S. Equity Buffer ETF - September
$288,8340.0%6,9140.4%ETF
Starbucks Co. stock logo
SBUX
Starbucks
$280,416$224,902 405.1%2,8590.4%Retail/Wholesale
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$273,879$34,244 14.3%3,8150.4%Finance
International Business Machines Co. stock logo
IBM
International Business Machines
$272,468$222,748 448.0%1,0960.4%Computer and Technology
GFEB
FT Cboe Vest U.S. Equity Moderate Buffer ETF - February
$264,0450.0%7,1810.3%ETF
Oracle Co. stock logo
ORCL
Oracle
$259,348$70,185 37.1%1,8550.3%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$256,190$104,089 68.4%6990.3%Retail/Wholesale
FT Vest U.S. Equity Buffer ETF - December stock logo
FDEC
FT Vest U.S. Equity Buffer ETF - December
$256,085$35,505 16.1%5,9000.3%ETF
SPDR Portfolio Long Term Treasury ETF stock logo
SPTL
SPDR Portfolio Long Term Treasury ETF
$242,505$62,780 34.9%8,8960.3%ETF
J P MORGAN EXCHANGE TRADED F
$238,225$216,921 1,018.2%3,9920.3%HEDGED EQUITY LA
The Walt Disney Company stock logo
DIS
Walt Disney
$220,595$84,586 62.2%2,2350.3%Consumer Discretionary
FT Vest U.S. Equity Buffer ETF - April stock logo
FAPR
FT Vest U.S. Equity Buffer ETF - April
$216,594$55,774 34.7%5,2970.3%ETF
PSFO
Pacer Swan SOS Flex (October) ETF
$213,046$8,452 4.1%7,5620.3%ETF
PROFESIONALLY MANAGED PORTFO
$212,014$19,998 10.4%7,6650.3%CONGRESS SMID GR
Accenture plc stock logo
ACN
Accenture
$203,762$53,359 35.5%6530.3%Computer and Technology
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$202,209$90,133 80.4%2,9120.3%Medical
Unilever PLC stock logo
UL
Unilever
$198,599$80,988 68.9%3,3350.3%Consumer Staples
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$198,013$74,628 60.5%1,1940.3%Medical
EAPR
Innovator MSCI Emerging Markets Power Buffer ETF - April
$194,230$13,667 7.6%7,3190.3%ETF
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock logo
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
$194,132$194,132 New Holding1,7160.3%ETF
Amphenol Co. stock logo
APH
Amphenol
$190,539$33,516 21.3%2,9050.3%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$185,605$29,358 18.8%3730.2%Medical
Medtronic plc stock logo
MDT
Medtronic
$181,248$97,588 116.6%2,0170.2%Medical
Innovator U.S. Equity Power Buffer ETF - March stock logo
PMAR
Innovator U.S. Equity Power Buffer ETF - March
$180,425$30,430 20.3%4,5180.2%Transportation
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$180,178$143,112 386.1%4,8950.2%ETF
Innovator U.S. Equity Power Buffer ETF - April stock logo
PAPR
Innovator U.S. Equity Power Buffer ETF - April
$175,198$19,114 12.2%4,9130.2%ETF
GAPR
FT Cboe Vest U.S. Equity Moderate Buffer ETF - April
$170,246$5,447 -3.1%4,5320.2%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$169,419$71,932 73.8%1790.2%Retail/Wholesale
FIRST TR EXCHNG TRADED FD VI
$168,528$10,928 -6.1%4,6880.2%FT VEST US EQT
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$167,660$62,769 59.8%2030.2%Medical
AT&T Inc. stock logo
T
AT&T
$165,099$34,954 26.9%5,8380.2%Computer and Technology
FT Vest U.S. Equity Buffer ETF - May stock logo
FMAY
FT Vest U.S. Equity Buffer ETF - May
$164,488$53,613 48.4%3,5620.2%ETF
Pacer Swan SOS Flex (April) ETF stock logo
PSFM
Pacer Swan SOS Flex (April) ETF
$163,1830.0%5,6990.2%ETF
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$163,077$26,888 19.7%4670.2%Basic Materials
Alphabet Inc. stock logo
GOOG
Alphabet
$162,191$42,501 35.5%1,0380.2%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$158,147$34,538 27.9%6,2410.2%Medical
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$154,920$19,862 14.7%8970.2%ETF
Fastenal stock logo
FAST
Fastenal
$153,549$24,971 19.4%1,9800.2%Retail/Wholesale
Republic Services, Inc. stock logo
RSG
Republic Services
$151,834$73,132 92.9%6270.2%Business Services
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$150,822$110,262 271.8%8850.2%Consumer Staples
Zoetis Inc. stock logo
ZTS
Zoetis
$150,496$41,658 38.3%9140.2%Medical
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$148,703$64,520 76.6%9680.2%Computer and Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$147,013$10,597 7.8%1,2070.2%Retail/Wholesale
FIRST TR EXCHNG TRADED FD VI
$144,991$33,981 30.6%4,1730.2%FT VEST US EQT

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