Financial Network Wealth Advisors
Latest statistics and disclosures from Financial Network Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BUFR, SPYG, SPYV, BUFF, HYD, and represent 23.20% of Financial Network Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VIG, TIP, TLT, CTAS, VTEB, QUAL, IUSG, VTV, NFLT, SIXJ.
- Started 89 new stock positions in PLTR, TER, CBRE, MGY, OGN, IUSG, VST, TFSL, VEEV, IWY.
- Reduced shares in these 10 stocks: AAPL, XHLF, SPY, SIXP, BBJP, BUFR, GMAR, CSMD, FSCO, ATO.
- Sold out of its positions in AMD, WMS, A, ADC, SIXD, SIXP, SEPW, AUGT, MAYW, MARW.
- Financial Network Wealth Advisors was a net seller of stock by $-19M.
- Financial Network Wealth Advisors has $121M in assets under management (AUM), dropping by -9.51%.
- Central Index Key (CIK): 0002012031
Tip: Access up to 7 years of quarterly data
Positions held by Financial Network Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Financial Network Wealth Advisors
Financial Network Wealth Advisors holds 813 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Financial Network Wealth Advisors has 813 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Financial Network Wealth Advisors Sept. 30, 2024 positions
- Download the Financial Network Wealth Advisors September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR) | 12.8 | $16M | -4% | 520k | 29.89 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 2.8 | $3.4M | -2% | 41k | 82.94 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 2.6 | $3.2M | 60k | 52.86 |
|
|
| Innovator Etfs Tr Laderd Alctn Pwr (BUFF) | 2.6 | $3.1M | -8% | 70k | 44.12 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 2.4 | $2.9M | -3% | 55k | 53.07 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 2.4 | $2.9M | 76k | 37.56 |
|
|
| Apple (AAPL) | 2.2 | $2.7M | -47% | 12k | 233.00 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.9 | $2.3M | 45k | 50.74 |
|
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 1.8 | $2.1M | 23k | 93.11 |
|
|
| Glacier Ban (GBCI) | 1.6 | $1.9M | 43k | 45.70 |
|
|
| Microsoft Corporation (MSFT) | 1.6 | $1.9M | 4.4k | 430.31 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $1.9M | +2% | 3.2k | 576.82 |
|
| Aim Etf Products Trust Allianzim Us Lrg (SIXO) | 1.2 | $1.5M | 48k | 31.77 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 1.1 | $1.3M | -5% | 26k | 52.13 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 1.1 | $1.3M | -9% | 56k | 23.45 |
|
| First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFT) | 1.1 | $1.3M | -4% | 58k | 22.11 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $1.2M | +2% | 2.6k | 460.26 |
|
| McDonald's Corporation (MCD) | 1.0 | $1.2M | 3.9k | 304.53 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.0 | $1.2M | -2% | 29k | 41.28 |
|
| Amazon (AMZN) | 0.9 | $1.1M | +3% | 5.9k | 186.33 |
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PFEB) | 0.9 | $1.1M | -10% | 31k | 36.04 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.9 | $1.1M | -3% | 19k | 56.57 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $1.1M | -9% | 6.5k | 165.86 |
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) | 0.9 | $1.1M | 27k | 39.25 |
|
|
| Spdr Ser Tr Portfli Mortgage (SPMB) | 0.8 | $964k | -3% | 43k | 22.53 |
|
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.8 | $951k | -5% | 9.7k | 98.12 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.8 | $923k | +52% | 8.4k | 110.47 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.7 | $885k | 20k | 43.42 |
|
|
| First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFG) | 0.7 | $867k | +4% | 36k | 24.11 |
|
| Wells Fargo & Company (WFC) | 0.7 | $858k | -2% | 15k | 56.49 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.7 | $853k | -5% | 19k | 45.51 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.7 | $839k | -4% | 10k | 83.75 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.7 | $838k | -6% | 29k | 29.07 |
|
| Abbvie (ABBV) | 0.7 | $828k | -2% | 4.2k | 197.48 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.7 | $816k | +20% | 4.6k | 179.30 |
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.7 | $795k | +2% | 9.1k | 87.74 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $780k | +4% | 6.7k | 117.22 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $766k | -7% | 6.3k | 121.44 |
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) | 0.6 | $763k | -14% | 19k | 41.32 |
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.6 | $761k | +2% | 9.6k | 79.46 |
|
| Innovator Etfs Tr Us Eqty Bufr Feb (BFEB) | 0.6 | $728k | 17k | 41.96 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $686k | NEW | 3.5k | 198.06 |
|
| Coca-Cola Company (KO) | 0.6 | $676k | 9.4k | 71.86 |
|
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.5 | $644k | +8% | 7.0k | 91.81 |
|
| Ishares Tr Msci India Etf (INDA) | 0.5 | $638k | -3% | 11k | 58.53 |
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $606k | -9% | 1.2k | 493.80 |
|
| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.5 | $587k | -2% | 7.7k | 76.02 |
|
| Abbott Laboratories (ABT) | 0.5 | $568k | 5.0k | 114.01 |
|
|
| Visa Com Cl A (V) | 0.5 | $555k | 2.0k | 274.95 |
|
|
| Raytheon Technologies Corp (RTX) | 0.5 | $552k | 4.6k | 121.16 |
|
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.4 | $544k | +3% | 6.3k | 86.81 |
|
| Home Depot (HD) | 0.4 | $507k | -6% | 1.3k | 405.20 |
|
| Pacer Fds Tr Swan Sos Flex Ju (PSFJ) | 0.4 | $498k | -4% | 17k | 28.71 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $498k | +10% | 3.9k | 128.21 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.4 | $460k | -16% | 4.5k | 101.32 |
|
| Pacer Fds Tr Swan Sos Flex Ap (PSFM) | 0.4 | $451k | -15% | 16k | 29.05 |
|
| Chevron Corporation (CVX) | 0.4 | $446k | 3.0k | 147.27 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $429k | -7% | 5.3k | 80.75 |
|
| Oracle Corporation (ORCL) | 0.3 | $417k | +31% | 2.4k | 170.40 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.3 | $408k | -9% | 14k | 30.28 |
|
| Innovator Etfs Tr Us Eqty Buf Sep (BSEP) | 0.3 | $407k | +30% | 9.7k | 42.12 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.3 | $406k | +2% | 4.2k | 97.79 |
|
| Novo Nordisk A S Adr (NVO) | 0.3 | $399k | 3.3k | 119.07 |
|
|
| First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) | 0.3 | $396k | -19% | 9.4k | 42.17 |
|
| Starbucks Corporation (SBUX) | 0.3 | $391k | -8% | 4.0k | 97.50 |
|
| Zions Bancorporation (ZION) | 0.3 | $383k | 8.1k | 47.22 |
|
|
| Thermo Fisher Scientific (TMO) | 0.3 | $379k | 612.00 | 618.57 |
|
|
| International Business Machines (IBM) | 0.3 | $379k | 1.7k | 221.12 |
|
|
| Verizon Communications (VZ) | 0.3 | $376k | +9% | 8.4k | 44.91 |
|
| Lowe's Companies (LOW) | 0.3 | $369k | -7% | 1.4k | 270.85 |
|
| First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC) | 0.3 | $362k | -8% | 8.3k | 43.78 |
|
| Pacer Fds Tr Swan Sos Flx Jan (PSFD) | 0.3 | $356k | -28% | 11k | 32.36 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $356k | +10% | 687.00 | 517.78 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $351k | -15% | 2.1k | 167.20 |
|
| Pepsi (PEP) | 0.3 | $337k | -6% | 2.0k | 170.05 |
|
| Innovator Etfs Tr Us Eqt Pwr Buf (PAPR) | 0.3 | $336k | 9.4k | 35.94 |
|
|
| Netflix (NFLX) | 0.3 | $335k | -10% | 472.00 | 709.27 |
|
| Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) | 0.3 | $328k | +32% | 8.7k | 37.86 |
|
| Etfis Ser Tr I Virtus Newfleet (NFLT) | 0.3 | $305k | +63% | 13k | 23.06 |
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) | 0.2 | $303k | -28% | 8.6k | 35.24 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $301k | -11% | 852.00 | 353.48 |
|
| Pacer Fds Tr Swan Sos Flex (PSFO) | 0.2 | $300k | 11k | 28.23 |
|
|
| Walt Disney Company (DIS) | 0.2 | $298k | +18% | 3.1k | 96.19 |
|
| Sherwin-Williams Company (SHW) | 0.2 | $296k | -14% | 775.00 | 381.67 |
|
| Medtronic SHS (MDT) | 0.2 | $293k | -3% | 3.2k | 90.03 |
|
| Unilever Spon Adr New (UL) | 0.2 | $289k | -5% | 4.4k | 64.96 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $282k | 2.5k | 112.94 |
|
|
| Innovator Etfs Tr Us Sml Cp Pwr Et (KAPR) | 0.2 | $277k | -30% | 8.5k | 32.46 |
|
| Cisco Systems (CSCO) | 0.2 | $276k | -6% | 5.2k | 53.22 |
|
| Fs Kkr Capital Corp (FSK) | 0.2 | $272k | -9% | 14k | 19.73 |
|
| 3M Company (MMM) | 0.2 | $271k | -44% | 2.0k | 136.70 |
|
| Innovator Etfs Tr Us Eqty Pwr Buf (POCT) | 0.2 | $267k | +35% | 6.9k | 38.95 |
|
| Innovator Etfs Tr Intrnl Dev Aprl (IAPR) | 0.2 | $267k | -20% | 9.4k | 28.41 |
|
| First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG) | 0.2 | $262k | +11% | 5.7k | 45.75 |
|
| Ishares Tr Broad Usd High (USHY) | 0.2 | $261k | 6.9k | 37.65 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $259k | NEW | 2.6k | 98.10 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $253k | +4% | 285.00 | 886.74 |
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) | 0.2 | $246k | -4% | 6.4k | 38.53 |
|
| Caterpillar (CAT) | 0.2 | $246k | 629.00 | 391.12 |
|
|
| Intuit (INTU) | 0.2 | $243k | -16% | 391.00 | 621.00 |
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) | 0.2 | $236k | 5.8k | 40.48 |
|
|
| S&p Global (SPGI) | 0.2 | $235k | -26% | 455.00 | 516.62 |
|
| Vertical Cap Income Shs Ben Int (CCIF) | 0.2 | $219k | -3% | 27k | 8.23 |
|
| Meta Platforms Cl A (META) | 0.2 | $216k | 378.00 | 572.51 |
|
|
| Aim Etf Products Trust Us Lrg Cap Buf10 (JULT) | 0.2 | $214k | 5.5k | 38.69 |
|
|
| Cintas Corporation (CTAS) | 0.2 | $207k | +228% | 1.0k | 205.88 |
|
| Johnson & Johnson (JNJ) | 0.2 | $207k | -10% | 1.3k | 162.03 |
|
| Innovator Etfs Tr Us Eqty Bufr Jan (BJAN) | 0.2 | $206k | 4.4k | 46.56 |
|
|
| Qualcomm (QCOM) | 0.2 | $206k | 1.2k | 170.05 |
|
|
| Merck & Co (MRK) | 0.2 | $205k | -3% | 1.8k | 113.58 |
|
| Pfizer (PFE) | 0.2 | $203k | -17% | 7.0k | 28.94 |
|
| Servicenow (NOW) | 0.2 | $203k | 227.00 | 894.39 |
|
|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.2 | $202k | 4.1k | 48.95 |
|
|
| Aim Etf Products Trust Allianzim U S La (SIXJ) | 0.2 | $199k | +110% | 6.8k | 29.40 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.2 | $198k | -18% | 4.2k | 46.65 |
|
| Innovator Etfs Tr Us Eqty Ultra B (UOCT) | 0.2 | $197k | 5.7k | 34.81 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $197k | -35% | 404.00 | 488.07 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $196k | -24% | 3.0k | 65.16 |
|
| Innovator Etfs Tr Emrgng Mkt April (EAPR) | 0.2 | $196k | -20% | 7.3k | 27.00 |
|
| Harbor Etf Trust All Weather Infl (HGER) | 0.2 | $187k | -3% | 8.3k | 22.61 |
|
| Watsco, Incorporated (WSO) | 0.2 | $183k | -7% | 371.00 | 491.88 |
|
| General Dynamics Corporation (GD) | 0.1 | $181k | -4% | 600.00 | 302.20 |
|
| At&t (T) | 0.1 | $179k | -6% | 8.1k | 22.00 |
|
| Zoetis Cl A (ZTS) | 0.1 | $178k | -2% | 910.00 | 195.38 |
|
| Philip Morris International (PM) | 0.1 | $175k | -15% | 1.4k | 121.40 |
|
| Casey's General Stores (CASY) | 0.1 | $175k | -4% | 465.00 | 375.71 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $174k | -25% | 825.00 | 210.75 |
|
| United Parcel Service CL B (UPS) | 0.1 | $169k | -4% | 1.2k | 136.34 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $167k | -5% | 372.00 | 449.63 |
|
| Pool Corporation (POOL) | 0.1 | $167k | +4% | 442.00 | 376.80 |
|
| Becton, Dickinson and (BDX) | 0.1 | $163k | -3% | 674.00 | 241.10 |
|
| Fastenal Company (FAST) | 0.1 | $162k | -2% | 2.3k | 71.42 |
|
| Republic Services (RSG) | 0.1 | $162k | -8% | 806.00 | 200.84 |
|
| Stryker Corporation (SYK) | 0.1 | $159k | -4% | 439.00 | 361.26 |
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) | 0.1 | $158k | 4.1k | 38.31 |
|
|
| Tractor Supply Company (TSCO) | 0.1 | $157k | -3% | 539.00 | 290.93 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $155k | +20% | 2.1k | 73.65 |
|
| Automatic Data Processing (ADP) | 0.1 | $152k | -7% | 550.00 | 276.73 |
|
| Aim Etf Products Trust Us Lrg Cp Buf20 (APRW) | 0.1 | $152k | -10% | 4.7k | 32.24 |
|
| AFLAC Incorporated (AFL) | 0.1 | $152k | 1.4k | 111.80 |
|
|
| Booking Holdings (BKNG) | 0.1 | $152k | -45% | 36.00 | 4212.11 |
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PJUN) | 0.1 | $151k | +166% | 4.1k | 36.88 |
|
| Fiserv (FI) | 0.1 | $150k | +2% | 836.00 | 179.65 |
|
| Innovator Etfs Tr Us Eqt Bufr Apr (BAPR) | 0.1 | $150k | -22% | 3.5k | 43.37 |
|
| Tesla Motors (TSLA) | 0.1 | $148k | +35% | 565.00 | 261.63 |
|
| Wec Energy Group (WEC) | 0.1 | $146k | -9% | 1.5k | 96.18 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $144k | NEW | 2.8k | 51.12 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $143k | 161.00 | 887.40 |
|
|
| First Tr Exchng Traded Fd Vi Cboe Vest Us Buf (FMAY) | 0.1 | $141k | -29% | 3.0k | 46.51 |
|
| First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUL) | 0.1 | $141k | +9% | 2.9k | 48.11 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $139k | +10% | 1.0k | 135.07 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $138k | -22% | 668.00 | 206.63 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $137k | +1464% | 782.00 | 174.57 |
|
| First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) | 0.1 | $134k | +4% | 2.8k | 48.56 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $134k | NEW | 1.0k | 131.91 |
|
| Innovator Etfs Tr Us Equt Bufr Aug (BAUG) | 0.1 | $133k | +5% | 3.1k | 42.78 |
|
| Pacer Fds Tr Swan Sos Fd Of (PSFF) | 0.1 | $133k | 4.6k | 28.74 |
|
|
| Atmos Energy Corporation (ATO) | 0.1 | $133k | -79% | 955.00 | 138.71 |
|
| Snap-on Incorporated (SNA) | 0.1 | $130k | -8% | 449.00 | 289.71 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $129k | 1.2k | 108.63 |
|
|
| Pgim Etf Tr Actv Hy Bd Etf (PHYL) | 0.1 | $129k | -18% | 3.6k | 35.80 |
|
| Copart (CPRT) | 0.1 | $127k | -25% | 2.4k | 52.40 |
|
| Autodesk (ADSK) | 0.1 | $126k | -19% | 457.00 | 275.48 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $125k | -3% | 2.5k | 50.88 |
|
| American Water Works (AWK) | 0.1 | $124k | -5% | 848.00 | 146.24 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $123k | 2.1k | 59.51 |
|
|
| Innovator Etfs Tr Us Eqt Ultra Bf (UMAR) | 0.1 | $123k | +8% | 3.5k | 34.88 |
|
| First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN) | 0.1 | $122k | 2.4k | 50.52 |
|
|
| Gilead Sciences (GILD) | 0.1 | $121k | 1.4k | 83.84 |
|
|
| Innovator Etfs Tr Us Eqt Ultra Bf (UAUG) | 0.1 | $121k | 3.4k | 35.03 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $120k | -10% | 1.3k | 93.58 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.1 | $120k | -7% | 1.1k | 110.37 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $119k | -40% | 1.6k | 72.63 |
|
| Innovator Etfs Tr Us Eqty Bufr Mar (BMAR) | 0.1 | $119k | 2.7k | 45.02 |
|
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.1 | $119k | -18% | 4.0k | 29.41 |
|
| Innovator Etfs Tr Us Eqt Ultra Bfr (UFEB) | 0.1 | $117k | 3.6k | 32.54 |
|
|
| Aim Etf Products Trust Us Lrg Cp Bfr 10 (OCTT) | 0.1 | $117k | 3.1k | 37.52 |
|
|
| Shopify Cl A (SHOP) | 0.1 | $117k | +41% | 1.5k | 80.14 |
|
| Public Service Enterprise (PEG) | 0.1 | $116k | -5% | 1.3k | 89.21 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $114k | +273% | 1.9k | 59.21 |
|
| Equinix (EQIX) | 0.1 | $114k | 128.00 | 887.63 |
|
|
| Metropcs Communications (TMUS) | 0.1 | $112k | -3% | 542.00 | 206.36 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.1 | $109k | +22% | 1.1k | 102.58 |
|
| Spdr S P 500 Etf Tr Tr Unit (SPY) | 0.1 | $109k | -92% | 190.00 | 573.76 |
|
| Innovator Etfs Tr Intrnl Dev Jan (IJAN) | 0.1 | $109k | 3.3k | 32.97 |
|
|
| Godaddy Cl A (GDDY) | 0.1 | $108k | -9% | 691.00 | 156.78 |
|
| Nike CL B (NKE) | 0.1 | $108k | -32% | 1.2k | 88.40 |
|
| BlackRock (BLK) | 0.1 | $107k | -5% | 113.00 | 949.51 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $107k | +6% | 1.7k | 62.88 |
|
| Bank of America Corporation (BAC) | 0.1 | $106k | -20% | 2.7k | 39.68 |
|
| Illinois Tool Works (ITW) | 0.1 | $106k | -5% | 404.00 | 262.07 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $106k | -4% | 375.00 | 281.37 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $104k | +2% | 1.3k | 80.30 |
|
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.1 | $104k | +5% | 6.3k | 16.56 |
|
| Broadridge Financial Solutions (BR) | 0.1 | $102k | -3% | 475.00 | 215.03 |
|
| Boeing Company (BA) | 0.1 | $101k | +59% | 662.00 | 152.04 |
|
| Spdr Ser Tr Bloomberg Conv (CWB) | 0.1 | $100k | NEW | 1.3k | 76.59 |
|
| Workday Cl A (WDAY) | 0.1 | $100k | +86% | 410.00 | 244.41 |
|
| First Tr Exchng Traded Fd Vi Ft Cboe Vest Mar (FMAR) | 0.1 | $100k | 2.4k | 42.26 |
|
|
| Cme (CME) | 0.1 | $100k | +11% | 451.00 | 220.56 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $98k | NEW | 863.00 | 112.98 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.1 | $97k | 928.00 | 104.67 |
|
|
| Steris Shs Usd (STE) | 0.1 | $97k | -35% | 399.00 | 242.54 |
|
| American Tower Reit (AMT) | 0.1 | $95k | -2% | 409.00 | 232.56 |
|
| AutoZone (AZO) | 0.1 | $95k | +11% | 30.00 | 3150.03 |
|
| First Tr Exchng Traded Fd Vi Vest Us Eqty Buf (FOCT) | 0.1 | $94k | -57% | 2.2k | 42.26 |
|
| Anthem (ELV) | 0.1 | $93k | -2% | 178.00 | 520.00 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $92k | 732.00 | 125.62 |
|
|
| Msci (MSCI) | 0.1 | $92k | +53% | 157.00 | 582.93 |
|
| EOG Resources (EOG) | 0.1 | $92k | -6% | 744.00 | 122.93 |
|
| First Tr Exchng Traded Fd Vi Ft Cboe Vest Bfr (FJAN) | 0.1 | $91k | -9% | 2.0k | 44.72 |
|
| Broadcom (AVGO) | 0.1 | $91k | +3187% | 526.00 | 172.50 |
|
| Nasdaq Omx (NDAQ) | 0.1 | $91k | -5% | 1.2k | 73.01 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $90k | +21% | 370.00 | 243.06 |
|
| PG&E Corporation (PCG) | 0.1 | $90k | -19% | 4.5k | 19.77 |
|
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.1 | $90k | +3% | 2.6k | 34.13 |
|
| Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) | 0.1 | $88k | -64% | 2.4k | 36.92 |
|
| Rockwell Automation (ROK) | 0.1 | $87k | 325.00 | 268.46 |
|
|
| Enbridge (ENB) | 0.1 | $87k | +22% | 2.1k | 40.61 |
|
| Williams Companies (WMB) | 0.1 | $87k | -14% | 1.9k | 45.65 |
|
| Innovator Etfs Tr GRWT100 PWR BF (NAPR) | 0.1 | $86k | 1.8k | 48.64 |
|
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $86k | -25% | 233.00 | 370.32 |
|
| AES Corporation (AES) | 0.1 | $86k | +8% | 4.3k | 20.06 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $84k | -4% | 665.00 | 126.81 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.1 | $84k | -23% | 1.8k | 46.52 |
|
| Napco Security Systems (NSSC) | 0.1 | $84k | -17% | 2.1k | 40.46 |
|
| FirstEnergy (FE) | 0.1 | $84k | -16% | 1.9k | 44.35 |
|
| Allstate Corporation (ALL) | 0.1 | $83k | -3% | 436.00 | 189.65 |
|
| Corning Incorporated (GLW) | 0.1 | $81k | -25% | 1.8k | 45.16 |
|
| Hershey Company (HSY) | 0.1 | $81k | -7% | 422.00 | 191.78 |
|
| Citigroup Com New (C) | 0.1 | $81k | +11% | 1.3k | 62.60 |
|
| Cigna Corp (CI) | 0.1 | $81k | 233.00 | 346.44 |
|
|
| American Express Company (AXP) | 0.1 | $81k | +2% | 298.00 | 270.79 |
|
| Innovator Etfs Tr Us Sml Cp Pwr B (KJAN) | 0.1 | $79k | 2.1k | 37.07 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $78k | -7% | 133.00 | 585.91 |
|
| First Tr Exchange Traded Cap Strength Etf (FTCS) | 0.1 | $77k | +240% | 850.00 | 90.80 |
|
| Epam Systems (EPAM) | 0.1 | $75k | +9300% | 376.00 | 199.03 |
|
| Diageo Spon Adr New (DEO) | 0.1 | $74k | -6% | 529.00 | 140.34 |
|
| Markel Corporation (MKL) | 0.1 | $74k | -24% | 47.00 | 1568.57 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $73k | 880.00 | 83.00 |
|
|
| Agnico (AEM) | 0.1 | $73k | -18% | 901.00 | 80.56 |
|
| First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV) | 0.1 | $71k | 1.5k | 47.18 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $70k | +24% | 1.4k | 51.74 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $70k | -57% | 606.00 | 115.30 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $70k | +22% | 1.7k | 41.77 |
|
| American Intl Group Com New (AIG) | 0.1 | $69k | -2% | 935.00 | 73.23 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $68k | +84% | 129.00 | 527.67 |
|
| MetLife (MET) | 0.1 | $68k | 824.00 | 82.48 |
|
|
| CSX Corporation (CSX) | 0.1 | $68k | 2.0k | 34.53 |
|
|
| Western Asset Mrtg Defined Oppn Fund (DMO) | 0.1 | $67k | 5.6k | 11.97 |
|
Past Filings by Financial Network Wealth Advisors
SEC 13F filings are viewable for Financial Network Wealth Advisors going back to 2024
- Financial Network Wealth Advisors 2024 Q3 filed Nov. 15, 2024
- Financial Network Wealth Advisors 2024 Q2 filed Aug. 14, 2024