Financial Network Wealth Advisors LLC Portfolio Holdings
Q3 2025•835 long positions•$91.3M portfolio value
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Holding857 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $10.2M 11.16% | -$302.2K Sold | — 304.8K shares | 313.9K → 304.8K −$302.2K | -2.88% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $5.1M 5.54% | +$5.1M New | — 50.4K shares | 0 → 50.4K +$5.1M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $3.0M 3.3% | +$89.6K Bought | — 28.8K shares | 28.0K → 28.8K +$89.6K | +3.07% | — — | Q4 2023 Held for 1y 11m | |
Consumer Electronics Technology | $2.5M 2.74% | +$27.8K Bought | 0.0% 9.8K shares | 9.7K → 9.8K +$27.8K | +1.12% | $3.78T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.3M 2.57% | -$1.1M Sold | — 25.6K shares | 37.0K → 25.6K −$1.1M | -30.92% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.0M 2.23% | +$353.0K Bought | — 47.7K shares | 39.4K → 47.7K +$353.0K | +20.93% | — — | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $2.0M 2.16% | -$310.4K Sold | — 40.4K shares | 46.8K → 40.4K −$310.4K | -13.58% | — — | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $2.0M 2.16% | +$5.2K Bought | 0.0% 3.8K shares | 3.8K → 3.8K +$5.2K | +0.26% | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.9M 2.06% | +$363.6K Bought | — 34.0K shares | 27.4K → 34.0K +$363.6K | +23.95% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.5M 1.64% | +$78.5K Bought | — 32.1K shares | 30.4K → 32.1K +$78.5K | +5.52% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.3M 1.4% | -$157.5K Sold | — 25.1K shares | 28.2K → 25.1K −$157.5K | -10.99% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.2M 1.33% | -$22.1K Sold | — 1.8K shares | 1.9K → 1.8K −$22.1K | -1.78% | — — | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $1.2M 1.31% | +$200.9K Bought | — 15.6K shares | 13.0K → 15.6K +$200.9K | +20.25% | — — | Q2 2025 Held for 5 months | |
Restaurants Consumer Cyclical | $1.1M 1.22% | -$607.8 Sold | 0.001% 3.7K shares | 3.7K → 3.7K −$607.8 | -0.05% | $216.86B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.1M 1.19% | — | — 45.1K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $944.3K 1.03% | +$5.8K Bought | 0.0% 4.1K shares | 4.1K → 4.1K +$5.8K | +0.62% | $409.03B Mega Cap | Q4 2023 Held for 1y 11m | |
Insurance - Diversified Financial Services | $824.0K 0.902% | -$25.6K Sold | 0.0% 1.6K shares | 1.7K → 1.6K −$25.6K | -3.02% | $1.08T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $771.7K 0.845% | +$188.6K Bought | — 16.7K shares | 12.6K → 16.7K +$188.6K | +32.35% | — — | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $738.5K 0.809% | +$108.6K Bought | 0.0% 4.0K shares | 3.4K → 4.0K +$108.6K | +17.24% | $4.54T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $718.3K 0.787% | -$12.4K Sold | — 7.4K shares | 7.6K → 7.4K −$12.4K | -1.7% | — — | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $714.0K 0.782% | -$44.5K Sold | 0.0% 2.9K shares | 3.1K → 2.9K −$44.5K | -5.87% | $2.95T Mega Cap | Q4 2023 Held for 1y 11m | |
Oil & Gas Integrated Energy | $681.4K 0.746% | +$9.4K Bought | 0.0% 6.0K shares | 6.0K → 6.0K +$9.4K | +1.39% | $480.68B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $674.1K 0.738% | +$195.2K Bought | — 15.6K shares | 11.1K → 15.6K +$195.2K | +40.74% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $672.4K 0.736% | -$6.2K Sold | — 18.5K shares | 18.7K → 18.5K −$6.2K | -0.92% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $662.7K 0.726% | -$15.0K Sold | — 6.4K shares | 6.6K → 6.4K −$15.0K | -2.21% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $593.7K 0.65% | -$17.0K Sold | — 22.0K shares | 22.7K → 22.0K −$17.0K | -2.78% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $565.3K 0.619% | -$14.3K Sold | — 7.7K shares | 7.9K → 7.7K −$14.3K | -2.47% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $565.2K 0.619% | +$374.2K Bought | — 8.5K shares | 2.9K → 8.5K +$374.2K | +195.9% | — — | Q2 2025 Held for 5 months | |
Medical - Devices Healthcare | $563.0K 0.617% | -$31.9K Sold | 0.0% 4.2K shares | 4.4K → 4.2K −$31.9K | -5.36% | $233.12B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $521.9K 0.572% | -$109.2K Sold | — 12.9K shares | 15.6K → 12.9K −$109.2K | -17.3% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $509.7K 0.558% | -$388.1K Sold | — 5.4K shares | 9.5K → 5.4K −$388.1K | -43.23% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $495.5K 0.543% | +$495.5K New | — 3.6K shares | 0 → 3.6K +$495.5K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $494.2K 0.541% | +$46.0K Bought | — 22.0K shares | 20.0K → 22.0K +$46.0K | +10.26% | — — | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $493.6K 0.541% | -$20.6K Sold | 0.0% 2.2K shares | 2.3K → 2.2K −$20.6K | -4.01% | $2.34T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $482.2K 0.528% | -$21.1K Sold | — 9.6K shares | 10.0K → 9.6K −$21.1K | -4.2% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $478.3K 0.524% | +$19.2K Bought | — 14.7K shares | 14.1K → 14.7K +$19.2K | +4.18% | — — | Q4 2023 Held for 1y 11m | |
Manufacturing - Tools & Accessories Industrials | $476.9K 0.522% | +$7.6K Bought | 0.003% 1.4K shares | 1.4K → 1.4K +$7.6K | +1.62% | $18.1B Large Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $458.4K 0.502% | +$40.0K Bought | — 3.3K shares | 3.0K → 3.3K +$40.0K | +9.57% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $446.7K 0.489% | -$43.8K Sold | — 4.9K shares | 5.4K → 4.9K −$43.8K | -8.92% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $437.2K 0.479% | -$41.7K Sold | — 5.2K shares | 5.7K → 5.2K −$41.7K | -8.71% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $426.7K 0.467% | -$26.1K Sold | — 4.4K shares | 4.6K → 4.4K −$26.1K | -5.76% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $420.3K 0.46% | -$145.3K Sold | — 18.2K shares | 24.5K → 18.2K −$145.3K | -25.69% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $399.0K 0.437% | -$32.0K Sold | — 4.7K shares | 5.1K → 4.7K −$32.0K | -7.42% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $390.0K 0.427% | — | — 8.3K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $381.9K 0.418% | -$62.7K Sold | 0.0% 1.4K shares | 1.6K → 1.4K −$62.7K | -14.1% | $801.76B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $380.5K 0.417% | +$152.0K Bought | — 14.1K shares | 8.5K → 14.1K +$152.0K | +66.55% | — — | Q4 2023 Held for 1y 11m | |
Hardware, Equipment & Parts Technology | $377.7K 0.414% | +$14.1K Bought | 0.0% 3.1K shares | 2.9K → 3.1K +$14.1K | +3.88% | $151.09B Large Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $370.5K 0.406% | — | — 12.3K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Financial - Credit Services Financial Services | $356.1K 0.39% | -$8.5K Sold | 0.0% 626.0 shares | 641.0 → 626.0 −$8.5K | -2.34% | $514.21B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $350.6K 0.384% | +$12.5K Bought | — 5.6K shares | 5.4K → 5.6K +$12.5K | +3.68% | — — | Q4 2023 Held for 1y 11m |
