Financial Network Wealth Management LLC Top Holdings and 13F Report (2025) About Financial Network Wealth Management LLCInvestment ActivityFinancial Network Wealth Management LLC has $365.25 million in total holdings as of December 31, 2024.Financial Network Wealth Management LLC owns shares of 119 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 2.86% of the portfolio was purchased this quarter.About 1.40% of the portfolio was sold this quarter.This quarter, Financial Network Wealth Management LLC has purchased 119 new stocks and bought additional shares in 22 stocks.Financial Network Wealth Management LLC sold shares of 53 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares ESG Aware MSCI EAFE ETF $45,748,000SPDR S&P 500 ESG ETF $39,151,000NVIDIA $30,752,000Vanguard ESG U.S. Stock ETF $27,084,000Apple $21,340,000 Largest New Holdings this Quarter 46138J783 - Invesco BulletShares 2027 Corporate Bond ETF $252,000 Holding46138J643 - Invesco BulletShares 2028 Corporate Bond ETF $250,000 Holding79466L302 - Salesforce $210,000 Holding92204A504 - Vanguard Health Care ETF $202,000 Holding Largest Purchases this Quarter iShares Short-Term National Muni Bond ETF 29,877 shares (about $3.12M)VANGUARD CORE BOND ETF 16,484 shares (about $1.21M)iShares ESG Aware MSCI EAFE ETF 9,944 shares (about $1.02M)Vanguard ESG U.S. Stock ETF 6,928 shares (about $938.94K)Invesco QQQ 909 shares (about $673.08K) Largest Sales this Quarter JPMorgan BetaBuilders U.S. Equity ETF 7,943 shares (about $1.09M)iShares ESG Aware U.S. Aggregate Bond ETF 21,007 shares (about $950.53K)iShares U.S. Treasury Bond ETF 24,470 shares (about $535.16K)Nuveen ESG U.S. Aggregate Bond ETF 22,954 shares (about $485.76K)NVIDIA 2,110 shares (about $482.41K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFinancial Network Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorESGDiShares ESG Aware MSCI EAFE ETF$45,748,000$1,024,717 ▲2.3%443,94512.5%ETFEFIVSPDR S&P 500 ESG ETF$39,151,000$19,626 ▼-0.1%528,64810.7%ETFNVDANVIDIA$30,752,000$482,411 ▼-1.5%134,5058.4%TechnologyESGVVanguard ESG U.S. Stock ETF$27,084,000$938,941 ▲3.6%199,8407.4%ETFAAPLApple$21,340,000$229,441 ▼-1.1%64,0835.8%TechnologyEAGGiShares ESG Aware U.S. Aggregate Bond ETF$21,224,000$950,526 ▼-4.3%469,0595.8%ETFMSFTMicrosoft$15,383,000$316,964 ▼-2.0%29,9934.2%TechnologyVANGUARD CORE BOND ETF$14,650,000$1,213,533 ▲9.0%198,9984.0%Exchange Traded FundSTLGiShares Factors US Growth Style ETF$12,442,000$194,979 ▲1.6%145,9383.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$10,367,000$424,294 ▲4.3%169,5932.8%ETFHYGVFlexShares High Yield Value-Scored Bond Index Fund$7,409,000$391,871 ▼-5.0%190,7122.0%ETFQQQInvesco QQQ$7,392,000$673,077 ▲10.0%9,9832.0%ETFIVViShares Core S&P 500 ETF$7,218,000$391,342 ▲5.7%9,4252.0%ETFESGFlexShares STOXX US ESG Select Index Fund$5,842,000$10,950 ▼-0.2%32,5431.6%ETFSUSAiShares MSCI USA ESG Select ETF$5,389,000$5,448 ▼-0.1%34,6181.5%ETFSUBiShares Short-Term National Muni Bond ETF$4,729,000$3,123,153 ▲194.5%45,2391.3%ETFIXUSiShares Core MSCI Total International Stock ETF$4,467,000$573,820 ▲14.7%47,0351.2%ETFSPYSPDR S&P 500 ETF Trust$3,818,000$73,394 ▲2.0%4,9941.0%ETFVOOVanguard S&P 500 ETF$3,685,000$701 ▲0.0%5,2581.0%ETFGOVTiShares U.S. Treasury Bond ETF$3,603,000$535,156 ▼-12.9%164,7471.0%ETFNSCNorfolk Southern$2,962,0000.0%9,5860.8%IndustrialsVSGXVanguard ESG International Stock ETF$2,948,000$5,026 ▼-0.2%36,3640.8%ETFCOSTCostco Wholesale$2,712,000$910 ▼0.0%2,9800.7%Consumer StaplesGLDSPDR Gold Shares$2,581,000$53,303 ▼-2.0%6,7790.7%ETFVXUSVanguard Total International Stock ETF$2,347,000$53,096 ▼-2.2%27,6270.6%ETFVUGVanguard Growth ETF$2,345,000$13,335 ▼-0.6%26,0260.6%ETFBRK.BBerkshire Hathaway$1,991,000$103,558 ▲5.5%3,9990.5%FinanceAGGiShares Core U.S. Aggregate Bond ETF$1,794,000$12,666 ▼-0.7%18,9790.5%ETFIYWiShares U.S. Technology ETF$1,766,0000.0%6,6670.5%ETFFVDFirst Trust Value Line Dividend Index Fund$1,686,000$255,138 ▲17.8%35,9420.5%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,645,0000.0%2,5000.5%ETFIJRiShares Core S&P Small-Cap ETF$1,630,000$49,233 ▼-2.9%11,9850.4%ETFUNPUnion Pacific$1,578,0000.0%5,8000.4%IndustrialsVVisa$1,510,000$19,391 ▼-1.3%4,2050.4%FinanceNUBDNuveen ESG U.S. Aggregate Bond ETF$1,407,000$485,761 ▼-25.7%66,4860.4%ETFNFLXNetflix$1,299,000$29,146 ▼-2.2%18,6740.4%Communication ServicesRSGRepublic Services$1,298,000$19,505 ▼-1.5%6,1890.4%IndustrialsVEAVanguard FTSE Developed Markets ETF$1,239,000$776 ▼-0.1%17,5560.3%ETFHYXFiShares ESG Advanced High Yield Corporate Bond ETF$1,232,000$149,022 ▲13.8%27,3150.3%ETFTFISPDR Nuveen ICE Municipal Bond ETF$1,125,0000.0%26,3090.3%ETFIJHiShares Core S&P Mid-Cap ETF$1,067,000$291,733 ▲37.6%14,8310.3%ETFAMZNAmazon.com$996,000$21,409 ▼-2.1%4,0010.3%Consumer DiscretionaryGOOGAlphabet$972,0000.0%2,8550.3%Communication ServicesLOWLowe's Companies$952,000$10,320 ▼-1.1%5,1660.3%Consumer DiscretionaryTMOThermo Fisher Scientific$945,000$8,775 ▼-0.9%1,4000.3%HealthcareAMATApplied Materials$920,0000.0%1,8000.3%TechnologyDGROiShares Core Dividend Growth ETF$907,000$53,725 ▲6.3%12,0370.2%ETFHDHome Depot$892,000$21,042 ▼-2.3%3,1370.2%Consumer DiscretionaryVCITVanguard Intermediate-Term Corporate Bond ETF$890,0000.0%11,3660.2%ETFMUBiShares National Muni Bond ETF$837,0000.0%8,2860.2%ETFVOVanguard Mid-Cap ETF$824,000$3,607 ▼-0.4%10,5090.2%ETFVTVVanguard Value ETF$811,000$1,728 ▼-0.2%3,7540.2%ETFURIUnited Rentals$800,0000.0%8000.2%IndustrialsVIGVanguard Dividend Appreciation ETF$773,000$42,206 ▼-5.2%3,3150.2%ETFQUALiShares MSCI USA Quality Factor ETF$761,0000.0%3,4270.2%ETFCWCurtiss-Wright$716,0000.0%1,3160.2%IndustrialsNUHYNuveen ESG High Yield Corporate Bond ETF$709,000$388 ▲0.1%34,7380.2%ETFIWFiShares Russell 1000 Growth ETF$702,0000.0%5,6120.2%ETFBNDCFlexShares Core Select Bond Fund$678,000$1,622 ▼-0.2%32,1830.2%ETFWMWaste Management$668,000$815 ▼-0.1%3,2790.2%IndustrialsEXXONMOBIL HOLDINGS CORP COM SHS$618,0000.0%3,8000.2%Common StockHDViShares Core High Dividend ETF$604,0000.0%21,6100.2%ETFCSXCSX$572,0000.0%12,3000.2%IndustrialsUNHUnitedHealth Group$572,0000.0%1,5590.2%HealthcareGOOGLAlphabet$536,000$28,862 ▼-5.1%1,5600.1%Communication ServicesCSCOCisco Systems$490,000$13,016 ▲2.7%4,5550.1%TechnologyVGITVanguard Intermediate-Term Treasury ETF$479,0000.0%8,4540.1%ETFBSVVanguard Short-Term Bond ETF$471,0000.0%6,1740.1%ETFDDominion Energy$448,0000.0%7,4170.1%UtilitiesFICOFair Isaac$444,0000.0%7500.1%TechnologyAMGNAmgen$439,000$2,107 ▼-0.5%1,0420.1%HealthcareHYGiShares iBoxx $ High Yield Corporate Bond ETF$435,000$10,804 ▼-2.4%5,6370.1%ETFGEGE Aerospace$434,0000.0%1,3900.1%IndustrialsEFAiShares MSCI EAFE ETF$429,000$16,699 ▼-3.7%4,1360.1%ETFFSLRFirst Solar$428,0000.0%2,4460.1%TechnologyPGProcter & Gamble$416,000$3,338 ▼-0.8%2,8660.1%Consumer StaplesTDYTeledyne Technologies$413,0000.0%6810.1%TechnologyVYMVanguard High Dividend Yield ETF$398,000$1,705 ▼-0.4%2,5670.1%ETFVBVanguard Small-Cap ETF$397,000$568 ▼-0.1%1,3970.1%ETFBABoeing$395,000$18,597 ▼-4.5%2,1240.1%IndustrialsFTNTFortinet$357,0000.0%2,0000.1%TechnologyHEZUiShares Currency Hedged MSCI Eurozone ETF$348,0000.0%7,1960.1%ETFGE VERNOVA INC COM$347,000$18,014 ▲5.5%3660.1%Common StockTSLATesla$338,000$9,221 ▲2.8%9530.1%Consumer DiscretionaryVTEBVanguard Tax-Exempt Bond ETF$320,0000.0%6,7650.1%ETFJNJJohnson & Johnson$317,000$8,189 ▼-2.5%1,2000.1%HealthcareVWOVanguard FTSE Emerging Markets ETF$316,000$711 ▲0.2%5,3320.1%ETFNANNuveen New York Quality Municipal Income Fund$313,0000.0%31,7270.1%FinanceVTIVanguard Total Stock Market ETF$302,000$2,616 ▼-0.9%8080.1%ETFNUMGNuveen ESG Mid-Cap Growth ETF$301,000$2,936 ▼-1.0%6,6640.1%ETFDELLDell Technologies$301,0000.0%5610.1%TechnologyBBUSJPMorgan BetaBuilders U.S. Equity ETF$297,000$1,091,657 ▼-78.6%2,1610.1%ETFVNQVanguard Real Estate ETF$294,0000.0%3,2910.1%ETFDEDeere & Company$278,000$30,889 ▼-10.0%4140.1%IndustrialsMAAMid-America Apartment Communities$273,000$6,231 ▼-2.2%2,3220.1%Real EstateCICigna Group$273,0000.0%1,0070.1%HealthcareMRKMerck & Co., Inc.$268,0000.0%1,8360.1%HealthcareVZVerizon Communications$267,000$12,612 ▼-4.5%5,8220.1%Communication ServicesJPMJPMorgan Chase & Co.$265,000$11,234 ▼-4.1%8020.1%FinanceAXPAmerican Express$256,000$7,574 ▼-2.9%8450.1%FinanceShowing largest 100 holdings. 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