Financial Network Wealth Management LLC Top Holdings and 13F Report (2025) About Financial Network Wealth Management LLCInvestment ActivityFinancial Network Wealth Management LLC has $352.86 thousand in total holdings as of December 31, 2024.Financial Network Wealth Management LLC owns shares of 119 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 3.49% of the portfolio was purchased this quarter.About 1.17% of the portfolio was sold this quarter.This quarter, Financial Network Wealth Management LLC has purchased 116 new stocks and bought additional shares in 28 stocks.Financial Network Wealth Management LLC sold shares of 38 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares ESG Aware MSCI EAFE ETF $44,619SPDR S&P 500 ESG ETF $38,573NVIDIA $27,335Vanguard ESG U.S. Stock ETF $25,510iShares ESG Aware U.S. Aggregate Bond ETF $23,234 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS $519 Holding097023105 - Boeing $481 Holding34959E109 - Fortinet $307 Holding24703L202 - Dell Technologies $242 Holding464287655 - iShares Russell 2000 ETF $236 Holding Largest Purchases this Quarter Vanguard Growth ETF 21,685 shares (about $1.87K)iShares ESG Aware U.S. Aggregate Bond ETF 29,324 shares (about $1.39K)iShares ESG Aware MSCI EAFE ETF 10,788 shares (about $1.11K)Vanguard ESG U.S. Stock ETF 7,655 shares (about $1.01K)VNGRD CORE BND 9,768 shares (about $754.41) Largest Sales this Quarter iShares Factors US Growth Style ETF 7,486 shares (about $617.95)NVIDIA 1,373 shares (about $274.72)Vanguard Total International Stock ETF 2,858 shares (about $244.30)SPDR Portfolio S&P 500 Value ETF 3,615 shares (about $219.74)Apple 440 shares (about $127.32) 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$44,619$1,109 â–²2.5%434,00112.6%ETFEFIVSPDR S&P 500 ESG ETF$38,573$754 â–²2.0%528,91310.9%ETFNVDANVIDIA$27,335$275 â–¼-1.0%136,6157.7%TechnologyESGVVanguard ESG U.S. Stock ETF$25,510$1,012 â–²4.1%192,9127.2%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$23,234$1,390 â–²6.4%490,0666.6%ETFAAPLApple$18,742$127 â–¼-0.7%64,7725.3%TechnologyVNGRD CORE BND$14,096$754 â–²5.7%182,5144.0%Exchange Traded FundSTLGiShares Factors US Growth Style ETF$11,858$618 â–¼-5.0%143,6513.4%ETFMSFTMicrosoft$11,418$43 â–¼-0.4%30,6113.2%TechnologySPYVSPDR Portfolio S&P 500 Value ETF$9,887$220 â–¼-2.2%162,6522.8%ETFHYGVFlexShares High Yield Value-Scored Bond Index Fund$8,084$568 â–²7.6%200,7992.3%ETFQQQInvesco QQQ$6,682$129 â–²2.0%9,0741.9%ETFIVViShares Core S&P 500 ETF$6,676$12 â–¼-0.2%8,9141.9%ETFESGFlexShares STOXX US ESG Select Index Fund$5,731$102 â–¼-1.7%32,6041.6%ETFSUSAiShares MSCI USA ESG Select ETF$5,346$6 â–¼-0.1%34,6531.5%ETFGOVTiShares U.S. Treasury Bond ETF$4,310$147 â–²3.5%189,2171.2%ETFIXUSiShares Core MSCI Total International Stock ETF$3,912$21 â–²0.5%40,9931.1%ETFSPYSPDR S&P 500 ETF Trust$3,666$163 â–²4.7%4,8981.0%ETFVOOVanguard S&P 500 ETF$3,611$2 â–²0.1%5,2571.0%ETFNSCNorfolk Southern$3,0150.0%9,5860.9%IndustrialsVSGXVanguard ESG International Stock ETF$2,999$22 â–¼-0.7%36,4260.8%ETFCOSTCostco Wholesale$2,788$6 â–¼-0.2%2,9810.8%Consumer StaplesGLDSPDR Gold Shares$2,548$5 â–²0.2%6,9190.7%ETFVXUSVanguard Total International Stock ETF$2,415$244 â–¼-9.2%28,2520.7%ETFVUGVanguard Growth ETF$2,254$1,867 â–²483.1%26,1740.6%ETFNUBDNuveen ESG U.S. Aggregate Bond ETF$1,979$64 â–¼-3.2%89,4400.6%ETFBRK.BBerkshire Hathaway$1,8960.0%3,7910.5%FinanceAGGiShares Core U.S. Aggregate Bond ETF$1,891$139 â–²7.9%19,1130.5%ETFIJRiShares Core S&P Small-Cap ETF$1,831$99 â–¼-5.1%12,3470.5%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,7620.0%2,5000.5%ETFIYWiShares U.S. Technology ETF$1,6810.0%6,6670.5%ETFSUBiShares Short-Term National Muni Bond ETF$1,6350.0%15,3620.5%ETFUNPUnion Pacific$1,5770.0%5,8000.4%IndustrialsFVDFirst Trust Value Line Dividend Index Fund$1,469$86 â–¼-5.5%30,5030.4%ETFVVisa$1,461$13 â–¼-0.9%4,2590.4%FinanceNFLXNetflix$1,363$1 â–¼-0.1%19,0930.4%Communication ServicesBBUSJPMorgan BetaBuilders U.S. Equity ETF$1,361$6 â–²0.4%10,1040.4%ETFRSGRepublic Services$1,338$49 â–¼-3.6%6,2820.4%IndustrialsAMATApplied Materials$1,3010.0%1,8000.4%TechnologyVEAVanguard FTSE Developed Markets ETF$1,251$29 â–²2.3%17,5670.4%ETFTFISPDR Nuveen ICE Municipal Bond ETF$1,2040.0%26,3090.3%ETFLOWLowe's Companies$1,151$25 â–¼-2.1%5,2220.3%Consumer DiscretionaryHDHome Depot$1,132$71 â–¼-5.9%3,2110.3%Consumer DiscretionaryHYXFiShares ESG Advanced High Yield Corporate Bond ETF$1,121$0 â–²0.0%24,0110.3%ETFGOOGAlphabet$1,0080.0%2,8550.3%Communication ServicesCWCurtiss-Wright$9970.0%1,3160.3%IndustrialsAMZNAmazon.com$974$20 â–²2.1%4,0870.3%Consumer DiscretionaryVCITVanguard Intermediate-Term Corporate Bond ETF$9390.0%11,3660.3%ETFURIUnited Rentals$9060.0%8000.3%IndustrialsFICOFair Isaac$8960.0%7500.3%TechnologyMUBiShares National Muni Bond ETF$8910.0%8,2860.3%ETFDGROiShares Core Dividend Growth ETF$8580.0%11,3240.2%ETFVOVanguard Mid-Cap ETF$850$651 â–²327.5%10,5550.2%ETFIJHiShares Core S&P Mid-Cap ETF$8300.0%10,7760.2%ETFVIGVanguard Dividend Appreciation ETF$8270.0%3,4960.2%ETFVTVVanguard Value ETF$819$7 â–²0.8%3,7620.2%ETFQUALiShares MSCI USA Quality Factor ETF$7510.0%3,4270.2%ETFNUHYNuveen ESG High Yield Corporate Bond ETF$744$3 â–²0.4%34,7190.2%ETFWMWaste Management$731$25 â–¼-3.3%3,2830.2%IndustrialsBNDCFlexShares Core Select Bond Fund$712$101 â–¼-12.4%32,2600.2%ETFTMOThermo Fisher Scientific$709$7 â–¼-1.0%1,4130.2%HealthcareIWFiShares Russell 1000 Growth ETF$696$522 â–²300.0%5,6120.2%ETFUNHUnitedHealth Group$647$66 â–¼-9.3%1,5590.2%HealthcareHDViShares Core High Dividend ETF$592$474 â–²400.0%21,6100.2%ETFGOOGLAlphabet$5870.0%1,6440.2%Communication ServicesCSXCSX$5840.0%12,3000.2%IndustrialsFSLRFirst Solar$577$6 â–¼-1.0%2,4460.2%TechnologyCSCOCisco Systems$5200.0%4,4340.1%TechnologyEXXONMOBIL HOLDINGS CORP COM SHS$519$519 â–²New Holding3,8000.1%Common StockGEGE Aerospace$5190.0%1,3900.1%IndustrialsDDominion Energy$5060.0%7,4170.1%UtilitiesVGITVanguard Intermediate-Term Treasury ETF$498$3 â–¼-0.5%8,4540.1%ETFBSVVanguard Short-Term Bond ETF$4810.0%6,1740.1%ETFBABoeing$481$481 â–²New Holding2,2240.1%IndustrialsHYGiShares iBoxx $ High Yield Corporate Bond ETF$461$1 â–¼-0.2%5,7770.1%ETFTDYTeledyne Technologies$4540.0%6810.1%TechnologyEFAiShares MSCI EAFE ETF$4460.0%4,2970.1%ETFVBVanguard Small-Cap ETF$424$22 â–¼-4.9%1,3990.1%ETFPGProcter & Gamble$423$48 â–¼-10.1%2,8890.1%Consumer StaplesVYMVanguard High Dividend Yield ETF$4070.0%2,5780.1%ETFGE VERNOVA INC COM$4070.0%3470.1%Common StockJIREJPMorgan International Research Enhanced Equity ETF$390$13 â–²3.5%4,7300.1%ETFTSLATesla$389$12 â–²3.2%9270.1%Consumer DiscretionaryAMGNAmgen$3790.0%1,0470.1%HealthcareNANNuveen New York Quality Municipal Income Fund$3740.0%31,7270.1%FinanceHEZUiShares Currency Hedged MSCI Eurozone ETF$3600.0%7,1960.1%ETFVTEBVanguard Tax-Exempt Bond ETF$342$25 â–¼-6.9%6,7650.1%ETFMAAMid-America Apartment Communities$329$2 â–¼-0.6%2,3750.1%Real EstateVNQVanguard Real Estate ETF$317$6 â–¼-1.9%3,2910.1%ETFVWOVanguard FTSE Emerging Markets ETF$317$18 â–²6.2%5,3200.1%ETFNUMGNuveen ESG Mid-Cap Growth ETF$315$0 â–¼-0.1%6,7290.1%ETFJNJJohnson & Johnson$312$38 â–¼-10.9%1,2310.1%HealthcareFTNTFortinet$307$307 â–²New Holding2,0000.1%TechnologyVTIVanguard Total Stock Market ETF$301$6 â–¼-1.9%8150.1%ETFAXPAmerican Express$2940.0%8700.1%FinanceDEDeere & Company$2920.0%4600.1%IndustrialsSPGIS&P Global$2870.0%7050.1%FinanceCICigna Group$2770.0%1,0070.1%HealthcareJPMJPMorgan Chase & Co.$2730.0%8360.1%FinanceUSRTiShares Core U.S. REIT ETF$266$27 â–²11.5%4,0100.1%ETFShowing largest 100 holdings. 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