Free Trial

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

About Financial Network Wealth Management LLC

Investment Activity

  • Financial Network Wealth Management LLC has $283.29 thousand in total holdings as of December 31, 2024.
  • Financial Network Wealth Management LLC owns shares of 322 different stocks, but just 36 companies or ETFs make up 80% of its holdings.
  • Approximately 11.02% of the portfolio was purchased this quarter.
  • About 6.45% of the portfolio was sold this quarter.
  • This quarter, Financial Network Wealth Management LLC has purchased 115 new stocks and bought additional shares in 19 stocks.
  • Financial Network Wealth Management LLC sold shares of 51 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

922020748 - VANGUARD CORE
$5,452 Holding
46436E403 - iShares Factors US Growth Style ETF
$5,237 Holding
00206R102 - AT&T
$230 Holding
459200101 - International Business Machines
$216 Holding
244199105 - Deere & Company
$215 Holding

Largest Purchases this Quarter

VANGUARD CORE
70,424 shares (about $5.45K)
iShares Factors US Growth Style ETF
102,656 shares (about $5.24K)
SPDR S&P 500 ESG ETF
28,307 shares (about $1.51K)
iShares ESG Aware MSCI EAFE ETF
17,331 shares (about $1.42K)

Largest Sales this Quarter

Invesco QQQ
10,909 shares (about $5.12K)
FlexShares Core Select Bond Fund
203,363 shares (about $4.52K)
FlexShares STOXX US ESG Select Index Fund
13,520 shares (about $1.82K)
Nuveen ESG U.S. Aggregate Bond ETF
33,496 shares (about $742.94)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFinancial Network Wealth Management LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$29,753$1,416 5.0%364,21910.5%Manufacturing
Vanguard ESG US Stock ETF stock logo
ESGV
Vanguard ESG US Stock ETF
$24,892$299 1.2%254,1398.8%ETF
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$17,915$352 2.0%377,3336.3%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$16,646$501 -2.9%153,5805.9%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$16,276$403 -2.4%73,2735.7%Computer and Technology
SPDR S&P 500 ESG ETF stock logo
EFIV
SPDR S&P 500 ESG ETF
$13,098$1,514 13.1%244,8374.6%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$12,548$84 -0.7%33,4284.4%Computer and Technology
FlexShares STOXX US ESG Select Index Fund stock logo
ESG
FlexShares STOXX US ESG Select Index Fund
$9,051$1,816 -16.7%67,3733.2%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$7,178$627 9.6%140,5632.5%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$6,215$5,115 -45.1%13,2552.2%Finance
VANGUARD CORE
$5,452$5,452 New Holding70,4241.9%COM
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$5,273$44 -0.8%9,3841.9%ETF
iShares Factors US Growth Style ETF stock logo
STLG
iShares Factors US Growth Style ETF
$5,237$5,237 New Holding102,6561.8%Manufacturing
FlexShares High Yield Value-Scored Bond Index Fund stock logo
HYGV
FlexShares High Yield Value-Scored Bond Index Fund
$4,143$2,038 96.8%102,6201.5%ETF
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$3,788$16 -0.4%32,9841.3%ETF
BNDC
FlexShares Core Select Bond Fund
$3,659$4,516 -55.2%164,7741.3%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$3,582$55 -1.5%155,8541.3%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$2,994$18 -0.6%42,9001.1%Manufacturing
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,941$584 -16.6%28,1331.0%ETF
iShares ESG Advanced High Yield Corporate Bond ETF stock logo
HYXF
iShares ESG Advanced High Yield Corporate Bond ETF
$2,812$1,476 -34.4%60,7391.0%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$2,788$1 0.0%2,9481.0%Retail/Wholesale
NUBD
Nuveen ESG U.S. Aggregate Bond ETF
$2,457$743 -23.2%110,7760.9%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,455$3 0.1%4,7770.9%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,392$1 0.0%4,2770.8%Finance
Norfolk Southern Co. stock logo
NSC
Norfolk Southern
$2,2700.0%9,5860.8%Transportation
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$2,140$276 -11.4%48,0010.8%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2,121$51 -2.3%5,7200.7%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$2,077$39 -1.9%33,4620.7%ETF
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$2,075$6 -0.3%35,1910.7%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,0190.0%3,7910.7%Finance
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,949$20 1.0%6,7660.7%Finance
Republic Services, Inc. stock logo
RSG
Republic Services
$1,887$20 -1.1%7,7930.7%Business Services
Netflix, Inc. stock logo
NFLX
Netflix
$1,8240.0%1,9570.6%Consumer Discretionary
Visa Inc. stock logo
V
Visa
$1,714$47 -2.7%4,8910.6%Business Services
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$1,6220.0%15,3620.6%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$1,599$17 -1.0%6,8600.6%Retail/Wholesale
Fair Isaac Co. stock logo
FICO
Fair Isaac
$1,3830.0%7500.5%Computer and Technology
Union Pacific Co. stock logo
UNP
Union Pacific
$1,3700.0%5,8000.5%Transportation
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$1,341$605 -31.1%13,5600.5%Finance
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$1,3330.0%2,5000.5%ETF
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$1,3180.0%26,3620.5%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,253$133 -9.6%2,3940.4%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$1,235$16 -1.3%3,3710.4%Retail/Wholesale
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,177$20 -1.6%11,1710.4%ETF
SPDR Nuveen Barclays Municipal Bond ETF stock logo
TFI
SPDR Nuveen Barclays Municipal Bond ETF
$1,1140.0%24,7290.4%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,060$15 1.4%20,8710.4%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$998$8 -0.8%2,0050.4%Medical
Waste Management, Inc. stock logo
WM
Waste Management
$979$69 -6.6%4,2290.3%Business Services
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$9360.0%6,6670.3%Manufacturing
JP Morgan BetaBuilders U.S. Equity ETF stock logo
BBUS
JP Morgan BetaBuilders U.S. Equity ETF
$931$104 12.5%9,2370.3%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$873$8 -0.9%5,0540.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$8110.0%4,2670.3%Retail/Wholesale
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$7790.0%9,5360.3%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$709$359 -33.6%14,2940.3%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$7020.0%11,3740.2%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$6890.0%5,8000.2%Energy
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$685$16 -2.3%11,5360.2%ETF
NUHY
Nuveen ESG High Yield Corporate Bond ETF
$684$2 -0.3%32,3190.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$677$2 0.2%3,4900.2%ETF
Nuveen ESG Mid-Cap Growth ETF stock logo
NUMG
Nuveen ESG Mid-Cap Growth ETF
$675$679 -50.2%15,7480.2%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$6280.0%10,7760.2%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$616$13 -2.0%2,7800.2%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$5850.0%3,4270.2%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$558$2 0.4%2,1580.2%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$5410.0%3,1760.2%Consumer Staples
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$5230.0%4,3220.2%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$5070.0%1,4050.2%ETF
United Rentals, Inc. stock logo
URI
United Rentals
$5010.0%8000.2%Construction
Alphabet Inc. stock logo
GOOG
Alphabet
$4930.0%3,1600.2%Computer and Technology
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$479$3 0.7%6,1250.2%ETF
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$464$7 -1.4%5,8880.2%ETF
Curtiss-Wright Co. stock logo
CW
Curtiss-Wright
$4170.0%1,3160.1%Aerospace
Dominion Energy, Inc. stock logo
D
Dominion Energy
$4150.0%7,4170.1%Utilities
Kemper Co. stock logo
KMPR
Kemper
$4060.0%6,0840.1%Finance
Mid-America Apartment Communities, Inc. stock logo
MAA
Mid-America Apartment Communities
$4000.0%2,3900.1%Finance
Zimmer Biomet Holdings, Inc. stock logo
ZBH
Zimmer Biomet
$388$32 -7.6%3,4370.1%Medical
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$387$7 -1.8%5,1260.1%ETF
S&P Global Inc. stock logo
SPGI
S&P Global
$380$72 -15.9%7490.1%Business Services
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$367$3 -0.7%2,8530.1%ETF
Nuveen New York Quality Municipal Income Fund stock logo
NAN
Nuveen New York Quality Municipal Income Fund
$3630.0%31,7270.1%Financial Services
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$361$18 5.1%4,7160.1%ETF
CSX Co. stock logo
CSX
CSX
$3610.0%12,3000.1%Transportation
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$3460.0%1,2990.1%Computer and Technology
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$340$10 -3.0%4,1690.1%Finance
Teledyne Technologies Incorporated stock logo
TDY
Teledyne Technologies
$3380.0%6810.1%Aerospace
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$3330.0%2,3000.1%Computer and Technology
First Solar, Inc. stock logo
FSLR
First Solar
$327$1 -0.3%2,5910.1%Energy
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$3210.0%3,5510.1%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$320$39 -10.8%7,0680.1%Computer and Technology
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$302$71 30.5%6,0650.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$2930.0%1,9000.1%Computer and Technology
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$2910.0%9510.1%ETF
Amgen Inc. stock logo
AMGN
Amgen
$2840.0%9120.1%Medical
Extra Space Storage Inc. stock logo
EXR
Extra Space Storage
$282$1 -0.5%1,9010.1%Finance
iShares Currency Hedged MSCI EMU ETF stock logo
HEZU
iShares Currency Hedged MSCI EMU ETF
$2800.0%7,1960.1%ETF
GE Aerospace stock logo
GE
GE Aerospace
$2680.0%1,3370.1%Industrials
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$2570.0%4,2380.1%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$247$1 -0.6%5,4770.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$242$78 -24.4%1,4600.1%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$2400.0%1,1500.1%Medical

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data