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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 $82.24 million in total holdings as of June 30, 2025.
  • Financial Network Wealth Advisors LLC owns shares of 821 different stocks, but just 128 companies or ETFs make up 80% of its holdings.
  • Approximately 9.97% of the portfolio was purchased this quarter.
  • About 7.23% of the portfolio was sold this quarter.
  • This quarter, Financial Network Wealth Advisors LLC has purchased 777 new stocks and bought additional shares in 186 stocks.
  • Financial Network Wealth Advisors LLC sold shares of 110 stocks and completely divested from 29 stocks this quarter.

Largest New Holdings this Quarter

98149E303 - SPDR Gold MiniShares Trust
$850,188 Holding
75513E101 - RTX
$285,031 Holding
46641Q217 - JPMorgan BetaBuilders Japan ETF
$177,926 Holding
884903808 - Thomson Reuters
$95,134 Holding
92203J407 - Vanguard Total International Bond ETF
$70,354 Holding

Largest Purchases this Quarter

SPDR Bloomberg 1-3 Month T-Bill ETF
25,909 shares (about $2.38M)
SPDR Gold MiniShares Trust
12,976 shares (about $850.19K)
SPDR Portfolio Emerging Markets ETF
14,063 shares (about $601.05K)
Snap-On
1,006 shares (about $313.07K)
RTX
1,952 shares (about $285.03K)

Largest Sales this Quarter

JPMorgan Ultra-Short Income ETF
34,011 shares (about $1.72M)
iShares TIPS Bond ETF
6,827 shares (about $751.24K)
iShares Core S&P 500 ETF
629 shares (about $390.55K)
FT Vest Laddered Buffer ETF
9,011 shares (about $286.55K)

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
$9,981,575$286,550 -2.8%313,88612.1%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$3,397,404$2,376,633 232.8%37,0374.1%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$2,664,671$24,116 -0.9%27,9553.2%ETF
BUFF
Innovator Laddered Allocation Power Buffer ETF
$2,198,049$152,844 -6.5%46,7672.7%ETF
Apple Inc. stock logo
AAPL
Apple
$1,993,817$147,515 -6.9%9,7182.4%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$1,885,691$9,948 0.5%3,7912.3%Computer and Technology
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$1,595,679$4,778 0.3%39,4091.9%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$1,436,220$12,091 -0.8%27,4401.7%ETF
VanEck High Yield Muni ETF stock logo
HYD
VanEck High Yield Muni ETF
$1,414,016$134,563 -8.7%28,1621.7%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$1,298,897$601,046 86.1%30,3911.6%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,149,907$390,546 -25.4%1,8521.4%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$1,073,683$2,629 0.2%3,6751.3%Retail/Wholesale
BUFT
FT Vest Buffered Allocation Defensive ETF
$1,061,468$565 -0.1%45,0541.3%ETF
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$850,188$850,188 New Holding12,9761.0%Finance
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$844,834$51,033 -5.7%9,5191.0%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$820,951$30,603 -3.6%1,6901.0%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$752,340$1,485 0.2%4,0530.9%Medical
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$725,554$32,945 4.8%7,5760.9%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$674,781$27,992 4.3%6,5570.8%ETF
PSFD
Pacer Swan SOS Flex (January) ETF
$647,9250.0%18,6910.8%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$642,643$755 0.1%5,9610.8%Energy
GMAY
FT Cboe Vest U.S. Equity Moderate Buffer ETF - May
$610,517$56,146 10.1%15,5930.7%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$604,030$1,224 -0.2%4,4410.7%Medical
BUFG
FT Vest Buffered Allocation Growth ETF
$578,941$255 0.0%22,6680.7%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$562,091$23,807 -4.1%24,4600.7%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$549,838$4,230 -0.8%3,1200.7%Computer and Technology
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$545,189$72,683 15.4%7,8910.7%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$536,249$14,484 2.8%12,5880.7%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$533,366$19,274 3.7%3,3760.6%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$513,811$20,403 -3.8%2,3420.6%Retail/Wholesale
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock logo
XHLF
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
$502,494$24,063 5.0%9,9820.6%ETF
iShares Large Cap Deep Buffer ETF stock logo
IVVB
iShares Large Cap Deep Buffer ETF
$496,842$22,389 4.7%16,0220.6%ETF
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$477,215$3,667 -0.8%11,0620.6%ETF
SPDR S&P 400 Mid Cap Growth ETF stock logo
MDYG
SPDR S&P 400 Mid Cap Growth ETF
$465,302$70,977 -13.2%5,3560.6%ETF
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$456,053$65,207 -12.5%5,7420.6%ETF
SPDR Bloomberg High Yield Bond ETF stock logo
JNK
SPDR Bloomberg High Yield Bond ETF
$449,485$12,451 2.8%4,6210.5%Finance
SPDR Portfolio Mortgage Backed Bond ETF stock logo
SPMB
SPDR Portfolio Mortgage Backed Bond ETF
$441,425$17,901 -3.9%19,9740.5%ETF
Pacer Swan SOS Flex (July) ETF stock logo
PSFJ
Pacer Swan SOS Flex (July) ETF
$438,979$101,792 30.2%14,1450.5%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$424,882$15,838 -3.6%5,1240.5%ETF
Snap-On Incorporated stock logo
SNA
Snap-On
$421,366$313,068 289.1%1,3540.5%Consumer Discretionary
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$395,639$667 -0.2%2,9680.5%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$391,9550.0%5,5400.5%Consumer Staples
DNOV
FT Vest U.S. Equity Deep Buffer ETF - November
$372,2580.0%8,3300.5%ETF
Innovator MSCI EAFE Power Buffer ETF - April stock logo
IAPR
Innovator MSCI EAFE Power Buffer ETF - April
$360,2660.0%12,3210.4%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$360,207$7,305 2.1%6410.4%Business Services
Oracle Corporation stock logo
ORCL
Oracle
$345,654$59,905 -14.8%1,5810.4%Computer and Technology
SIXO
AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
$342,159$11,224 -3.2%10,3340.4%ETF
Visa Inc. stock logo
V
Visa
$328,776$38,700 -10.5%9260.4%Business Services
International Business Machines Corporation stock logo
IBM
International Business Machines
$323,329$295 0.1%1,0970.4%Computer and Technology
JPMorgan U.S. Quality Factor ETF stock logo
JQUA
JPMorgan U.S. Quality Factor ETF
$322,805$2,102 0.7%5,3760.4%ETF
KAPR
Innovator U.S. Small Cap Power Buffer ETF - April
$320,6170.0%9,9000.4%ETF
BSEP
Innovator U.S. Equity Buffer ETF - September
$312,2670.0%6,9140.4%ETF
NFLT
Virtus Newfleet Multi-Sector Bond ETF
$309,529$73,193 -19.1%13,5580.4%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$308,119$3,230 -1.0%10,2060.4%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$306,699$1,042 0.3%3,8280.4%Finance
3M Company stock logo
MMM
3M
$301,4350.0%1,9800.4%Multi-Sector Conglomerates
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$293,709$4,716 -1.6%6,7880.4%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$292,475$63,951 -17.9%2,9910.4%Retail/Wholesale
Amphenol Corporation stock logo
APH
Amphenol
$290,136$3,259 1.1%2,9380.4%Computer and Technology
RTX Corporation stock logo
RTX
RTX
$285,031$285,031 New Holding1,9520.3%Aerospace
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$282,909$49,451 -14.9%3,5470.3%ETF
GFEB
FT Cboe Vest U.S. Equity Moderate Buffer ETF - February
$279,9870.0%7,1810.3%ETF
Innovator U.S. Equity Power Buffer ETF - April stock logo
PAPR
Innovator U.S. Equity Power Buffer ETF - April
$278,929$95,723 52.2%7,4800.3%ETF
FT Vest U.S. Equity Buffer ETF - December stock logo
FDEC
FT Vest U.S. Equity Buffer ETF - December
$275,3320.0%5,9000.3%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$263,436$751,244 -74.0%2,3940.3%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$259,600$193,395 292.1%3,1330.3%Manufacturing
Chevron Corporation stock logo
CVX
Chevron
$258,8880.0%1,8080.3%Energy
The Home Depot, Inc. stock logo
HD
Home Depot
$254,843$1,467 -0.6%6950.3%Retail/Wholesale
Innovator U.S. Equity Power Buffer ETF - October stock logo
POCT
Innovator U.S. Equity Power Buffer ETF - October
$249,865$95,857 62.2%6,0500.3%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$249,508$27,654 -10.0%2,0120.3%Consumer Discretionary
PROFESIONALLY MANAGED PORTFO
$238,9950.0%7,6650.3%CONGRESS SMID GR
PSFO
Pacer Swan SOS Flex (October) ETF
$227,9470.0%7,5620.3%ETF
SPDR Portfolio Long Term Treasury ETF stock logo
SPTL
SPDR Portfolio Long Term Treasury ETF
$225,292$11,164 -4.7%8,4760.3%ETF
FT Vest U.S. Equity Buffer ETF - April stock logo
FAPR
FT Vest U.S. Equity Buffer ETF - April
$223,4800.0%5,2970.3%ETF
Innovator U.S. Equity Power Buffer ETF - July stock logo
PJUL
Innovator U.S. Equity Power Buffer ETF - July
$219,952$136,418 163.3%5,0160.3%ETF
Innovator U.S. Equity Power Buffer ETF - August stock logo
PAUG
Innovator U.S. Equity Power Buffer ETF - August
$219,779$79,666 56.9%5,4320.3%ETF
Accenture PLC stock logo
ACN
Accenture
$217,293$22,118 11.3%7270.3%Computer and Technology
Innovator Defined Wealth Shield ETF stock logo
BALT
Innovator Defined Wealth Shield ETF
$216,989$200,339 1,203.3%6,7640.3%ETF
EAPR
Innovator MSCI Emerging Markets Power Buffer ETF - April
$203,855$923 -0.5%7,2860.2%ETF
J P MORGAN EXCHANGE TRADED F
$196,473$53,311 -21.3%3,1400.2%HEDGED EQUITY LA
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$196,431$4,555 -2.3%2,8460.2%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$196,380$74,565 61.2%2660.2%Computer and Technology
Unilever PLC stock logo
UL
Unilever
$192,380$11,622 -5.7%3,1450.2%Consumer Staples
Innovator U.S. Equity Power Buffer ETF - March stock logo
PMAR
Innovator U.S. Equity Power Buffer ETF - March
$190,7950.0%4,5180.2%Transportation
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$188,690$113,702 151.6%6190.2%Finance
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$187,806$4,201 2.3%5,0070.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$187,759$3,549 1.9%1,0580.2%Computer and Technology
INNOVATOR ETFS TRUST
$183,882$169,579 1,185.6%5,6440.2%INNOVATOR US EQ
FIRST TR EXCHNG TRADED FD VI
$181,3790.0%4,6880.2%FT VEST US EQT
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$180,334$2,973 1.7%1820.2%Retail/Wholesale
FT Vest U.S. Equity Buffer ETF - May stock logo
FMAY
FT Vest U.S. Equity Buffer ETF - May
$178,2070.0%3,5620.2%ETF
JPMorgan BetaBuilders Japan ETF stock logo
BBJP
JPMorgan BetaBuilders Japan ETF
$177,926$177,926 New Holding2,8800.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$177,037$5,346 -2.9%1,1590.2%Medical
GAPR
FT Cboe Vest U.S. Equity Moderate Buffer ETF - April
$173,6180.0%4,5320.2%ETF
Pacer Swan SOS Flex (April) ETF stock logo
PSFM
Pacer Swan SOS Flex (April) ETF
$172,1130.0%5,6990.2%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$171,3370.0%5910.2%Finance
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$169,323$163,588 2,852.4%3,0410.2%ETF
AT&T Inc. stock logo
T
AT&T
$168,9520.0%5,8380.2%Computer and Technology
UOCT
Innovator U.S. Equity Ultra Buffer ETF - October
$168,937$41,784 32.9%4,5930.2%ETF
Fastenal Company stock logo
FAST
Fastenal
$168,854$85,687 103.0%4,0200.2%Retail/Wholesale

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