Financial Network Wealth Management LLC Top Holdings and 13F Report (2025) About Financial Network Wealth Management LLCInvestment ActivityFinancial Network Wealth Management LLC has $315.98 thousand in total holdings as of December 31, 2024.Financial Network Wealth Management LLC owns shares of 116 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 2.45% of the portfolio was purchased this quarter.About 1.50% of the portfolio was sold this quarter.This quarter, Financial Network Wealth Management LLC has purchased 116 new stocks and bought additional shares in 22 stocks.Financial Network Wealth Management LLC sold shares of 51 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares ESG Aware MSCI EAFE ETF $40,467SPDR S&P 500 ESG ETF $32,711NVIDIA $24,066iShares ESG Aware U.S. Aggregate Bond ETF $21,908Vanguard ESG U.S. Stock ETF $20,798 Largest New Holdings this Quarter 808524300 - Schwab U.S. Large-Cap Growth ETF $334 Holding125523100 - Cigna Group $268 Holding58933Y105 - Merck & Co., Inc. $222 Holding438516106 - Honeywell International $203 Holding Largest Purchases this Quarter SPDR S&P 500 ESG ETF 30,908 shares (about $1.95K)iShares ESG Aware MSCI EAFE ETF 13,562 shares (about $1.30K)iShares Core U.S. Aggregate Bond ETF 10,588 shares (about $1.05K)iShares ESG Aware U.S. Aggregate Bond ETF 21,907 shares (about $1.04K)FlexShares High Yield Value-Scored Bond Index Fund 12,317 shares (about $493.40) Largest Sales this Quarter Apple 3,574 shares (about $907.04)NVIDIA 2,108 shares (about $367.65)First Trust Value Line Dividend Index Fund 7,279 shares (about $342.28)iShares National Muni Bond ETF 2,149 shares (about $227.97)Microsoft 570 shares (about $210.99) 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$40,467$1,297 â–²3.3%423,21312.8%ManufacturingEFIVSPDR S&P 500 ESG ETF$32,711$1,950 â–²6.3%518,57410.4%ETFNVDANVIDIA$24,066$368 â–¼-1.5%137,9887.6%Computer and TechnologyEAGGiShares ESG Aware U.S. Aggregate Bond ETF$21,908$1,042 â–²5.0%460,7426.9%ETFESGVVanguard ESG U.S. Stock ETF$20,798$64 â–¼-0.3%185,2576.6%ETFAAPLApple$16,550$907 â–¼-5.2%65,2125.2%Computer and TechnologyVANGUARD CORE BOND ETF$13,367$100 â–²0.8%172,7464.2%Exchange Traded FundMSFTMicrosoft$11,373$211 â–¼-1.8%30,7253.6%Computer and TechnologySTLGiShares Factors US Growth Style ETF$9,668$222 â–²2.4%151,1373.1%ManufacturingSPYVSPDR Portfolio S&P 500 Value ETF$9,407$298 â–²3.3%166,2673.0%ETFHYGVFlexShares High Yield Value-Scored Bond Index Fund$7,478$493 â–²7.1%186,6792.4%ETFIVViShares Core S&P 500 ETF$5,833$116 â–¼-2.0%8,9301.8%ETFQQQInvesco QQQ$5,136$155 â–¼-2.9%8,8991.6%FinanceESGFlexShares STOXX US ESG Select Index Fund$5,035$17 â–¼-0.3%33,1841.6%ETFSUSAiShares MSCI USA ESG Select ETF$4,582$1 â–²0.0%34,6891.5%ETFGOVTiShares U.S. Treasury Bond ETF$4,186$110 â–²2.7%182,7541.3%ETFIXUSiShares Core MSCI Total International Stock ETF$3,532$12 â–²0.3%40,7711.1%ManufacturingVOOVanguard S&P 500 ETF$3,139$27 â–¼-0.9%5,2541.0%ETFSPYSPDR S&P 500 ETF Trust$3,051$190 â–¼-5.9%4,6801.0%FinanceCOSTCostco Wholesale$2,976$4 â–¼-0.1%2,9870.9%Retail/WholesaleGLDSPDR Gold Shares$2,9710.0%6,9060.9%FinanceNSCNorfolk Southern$2,7510.0%9,5860.9%TransportationVSGXVanguard ESG International Stock ETF$2,631$3 â–¼-0.1%36,6900.8%ETFVXUSVanguard Total International Stock ETF$2,398$118 â–¼-4.7%31,1100.8%ETFNUBDNuveen ESG U.S. Aggregate Bond ETF$2,051$1 â–²0.0%92,3550.6%ETFVUGVanguard Growth ETF$1,960$48 â–¼-2.4%4,4890.6%ETFNFLXNetflix$1,837$2 â–¼-0.1%19,1110.6%Consumer DiscretionaryBRK.BBerkshire Hathaway$1,8160.0%3,7910.6%FinanceAGGiShares Core U.S. Aggregate Bond ETF$1,758$1,051 â–²148.6%17,7120.6%FinanceSUBiShares Short-Term National Muni Bond ETF$1,6360.0%15,3620.5%ETFIJRiShares Core S&P Small-Cap ETF$1,617$48 â–¼-2.9%13,0150.5%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,5450.0%2,5000.5%ETFFVDFirst Trust Value Line Dividend Index Fund$1,518$342 â–¼-18.4%32,2820.5%ETFRSGRepublic Services$1,426$32 â–¼-2.2%6,5140.5%Business ServicesUNPUnion Pacific$1,4070.0%5,8000.4%TransportationVVisa$1,298$9 â–¼-0.7%4,2970.4%Business ServicesLOWLowe's Companies$1,260$56 â–¼-4.2%5,3360.4%Retail/WholesaleIYWiShares U.S. Technology ETF$1,2090.0%6,6670.4%ManufacturingTFISPDR Nuveen ICE Municipal Bond ETF$1,192$72 â–²6.4%26,3090.4%FinanceBBUSJPMorgan BetaBuilders U.S. Equity ETF$1,178$28 â–²2.4%10,0610.4%ETFHDHome Depot$1,122$23 â–¼-2.0%3,4130.4%Retail/WholesaleHYXFiShares ESG Advanced High Yield Corporate Bond ETF$1,111$43 â–¼-3.7%24,0070.4%ETFVEAVanguard FTSE Developed Markets ETF$1,099$82 â–¼-6.9%17,1640.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$9400.0%11,3660.3%ETFCWCurtiss-Wright$8960.0%1,3160.3%AerospaceMUBiShares National Muni Bond ETF$879$228 â–¼-20.6%8,2860.3%ETFAMZNAmazon.com$833$3 â–²0.4%4,0030.3%Retail/WholesaleBNDCFlexShares Core Select Bond Fund$819$8 â–¼-0.9%36,8410.3%ETFGOOGAlphabet$8180.0%2,8550.3%Computer and TechnologyFICOFair Isaac$8000.0%7500.3%Computer and TechnologyDGROiShares Core Dividend Growth ETF$7940.0%11,3240.3%ETFWMWaste Management$780$82 â–¼-9.5%3,3950.2%Business ServicesVIGVanguard Dividend Appreciation ETF$751$3 â–¼-0.3%3,4960.2%ETFNUHYNuveen ESG High Yield Corporate Bond ETF$732$19 â–¼-2.5%34,5770.2%ETFVTVVanguard Value ETF$732$27 â–²3.8%3,7310.2%ETFIJHiShares Core S&P Mid-Cap ETF$7270.0%10,7760.2%ETFVOVanguard Mid-Cap ETF$709$46 â–¼-6.1%2,4690.2%ETFTMOThermo Fisher Scientific$702$67 â–¼-8.7%1,4270.2%MedicalQUALiShares MSCI USA Quality Factor ETF$6570.0%3,4270.2%ETFXOMExxonMobil$6440.0%3,8000.2%EnergyAMATApplied Materials$6150.0%1,8000.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$5980.0%1,4030.2%ETFHDViShares Core High Dividend ETF$5860.0%4,3220.2%ETFURIUnited Rentals$5820.0%8000.2%ConstructionVGITVanguard Intermediate-Term Treasury ETF$505$3 â–¼-0.5%8,4970.2%ETFCSXCSX$5040.0%12,3000.2%TransportationFSLRFirst Solar$487$22 â–¼-4.3%2,4700.2%EnergyBSVVanguard Short-Term Bond ETF$484$0 â–²0.0%6,1740.2%ETFGOOGLAlphabet$472$8 â–¼-1.7%1,6440.1%Computer and TechnologyUNHUnitedHealth Group$465$63 â–¼-11.9%1,7190.1%MedicalPGProcter & Gamble$4640.0%3,2150.1%Consumer StaplesHYGiShares iBoxx $ High Yield Corporate Bond ETF$460$1 â–¼-0.3%5,7860.1%ETFDDominion Energy$4580.0%7,4170.1%UtilitiesEFAiShares MSCI EAFE ETF$4170.0%4,2970.1%FinanceTDYTeledyne Technologies$4120.0%6810.1%AerospaceGEGE Aerospace$3950.0%1,3900.1%AerospaceVBVanguard Small-Cap ETF$385$22 â–¼-5.5%1,4710.1%ETFVYMVanguard High Dividend Yield ETF$381$21 â–¼-5.3%2,5780.1%Financial ServicesAMGNAmgen$368$13 â–¼-3.3%1,0470.1%MedicalVTEBVanguard Tax-Exempt Bond ETF$3620.0%7,2630.1%ETFNANNuveen New York Quality Municipal Income Fund$3560.0%31,7270.1%Financial ServicesJIREJPMorgan International Research Enhanced Equity ETF$346$1 â–²0.4%4,5720.1%ETFCSCOCisco Systems$344$3 â–¼-1.0%4,4340.1%Computer and TechnologyJNJJohnson & Johnson$337$14 â–¼-4.0%1,3810.1%MedicalSCHGSchwab U.S. Large-Cap Growth ETF$334$334 â–²New Holding11,5000.1%ETFTSLATesla$333$9 â–²2.9%8980.1%Auto/Tires/TrucksVZVerizon Communications$315$99 â–¼-23.9%6,2800.1%Computer and TechnologyHEZUiShares Currency Hedged MSCI Eurozone ETF$3140.0%7,1960.1%ETFGE VERNOVA INC COM$3030.0%3470.1%Common StockSPGIS&P Global$299$62 â–¼-17.3%7050.1%FinanceVNQVanguard Real Estate ETF$297$18 â–¼-5.7%3,3550.1%ETFMAAMid-America Apartment Communities$2910.0%2,3900.1%FinanceTAT&T$2880.0%9,9600.1%Computer and TechnologyNUMGNuveen ESG Mid-Cap Growth ETF$276$11 â–²4.0%6,7330.1%ETFVWOVanguard FTSE Emerging Markets ETF$270$6 â–¼-2.3%5,0100.1%ETFCICigna Group$268$268 â–²New Holding1,0070.1%MedicalVTIVanguard Total Stock Market ETF$266$0 â–¼-0.1%8310.1%ETFAXPAmerican Express$263$1 â–¼-0.2%8700.1%FinanceDEDeere & Company$2590.0%4600.1%IndustrialsJPMJPMorgan Chase & Co.$245$12 â–¼-4.7%8360.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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