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Financial Network Wealth Management

Latest statistics and disclosures from Financial Network Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are ESGD, ESGV, NVDA, EAGG, AAPL, and represent 44.22% of Financial Network Wealth Management's stock portfolio.
Added to shares of these 10 stocks: ESGD (+$13M), EFIV (+$8.3M), SPYV (+$6.6M), EAGG, JMUB, IJH, HYXF, DGRO, NUMG, VOO.
Started 3 new stock positions in EFIV, JMUB, SPYV.
Reduced shares in these 10 stocks: IXUS (-$7.6M), IVV (-$7.4M), FVD (-$6.6M), , LOW, BRK.B, UNP, , RSG, .
Sold out of its positions in ADBE, GOOG, GOOGL, AMZN, AMGN, AMAT, BRK.B, CNI, CSCO, CL.
Financial Network Wealth Management was a net seller of stock by $-33M.
Financial Network Wealth Management has $211M in assets under management (AUM), dropping by -8.55%.
Central Index Key (CIK): 0001840760

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Portfolio Holdings for Financial Network Wealth Management

Financial Network Wealth Management holds 43 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Esg Aware Msci Eafe Stock (ESGD)	12.1	$26M	+96%	320k	79.86	View chart
Vanguard Esg U.s Stock (ESGV)	11.1	$24M		256k	91.58	View chart
Nvidia Corporation Stock (NVDA)	7.5	$16M	-6%	17k	904.10	View chart
Ishares Esg Aware Us Aggregate Stock (EAGG)	6.9	$15M	+15%	315k	46.24	View chart
Apple Stock (AAPL)	6.7	$14M	-2%	77k	182.74	View chart
Microsoft Corp Stock (MSFT)	6.6	$14M		34k	410.54	View chart
Invesco Qqq Trust Series I Stock (QQQ)	5.5	$12M	-10%	26k	440.04	View chart
Flexshares Stoxx Us Esg Select Idx Fund Stock (ESG)	4.9	$10M	-5%	83k	123.96	View chart
Spdr Sp 500 Esg Stock (EFIV)	3.9	$8.3M	NEW	166k	50.15	View chart
Flexshares Core Select Fund Stock (BNDC)	3.7	$7.9M		365k	21.69	View chart
Spdr Portfolio Sp 500 Value Stock (SPYV)	3.1	$6.6M	NEW	135k	48.84	View chart
Ishares Core Sp 500 Stock (IVV)	2.4	$5.0M	-59%	9.6k	519.83	View chart
Ishares Core Sp Small Cap Stock (IJR)	1.8	$3.9M	-6%	36k	108.24	View chart
Ishares Msci Usa Esg Select Stock (SUSA)	1.8	$3.8M		35k	107.39	View chart
Ishares Esg Advanced High Yield Corp Stock (HYXF)	1.7	$3.5M	+9%	79k	45.14	View chart
Nuveen Esg U.s. Aggregate Stock (NUBD)	1.5	$3.1M		146k	21.57	View chart
Ishares Core Msci Total Intl Stock (IXUS)	1.4	$3.0M	-71%	44k	68.15	View chart
Ishares U.s. Tsry Stock (GOVT)	1.3	$2.8M		124k	22.35	View chart
Spdr Sp 500 Trust Stock (SPY)	1.1	$2.3M	-7%	4.5k	517.06	View chart
First Trust Value Line Dividend Index Fund Stock (FVD)	1.1	$2.3M	-74%	55k	41.63	View chart
Vanguard Sp 500 Stock (VOO)	1.1	$2.2M		4.7k	475.36	View chart
Norfolk Southn Corp Stock (NSC)	1.1	$2.2M		9.6k	232.11	View chart
Costco Whsl Corp Stock (COST)	1.1	$2.2M		2.9k	763.07	View chart
Flexshares High Yield Value-scored Stock (HYGV)	1.0	$2.2M	-4%	54k	40.49	View chart
Vanguard Total Intl Stock (VXUS)	1.0	$2.1M		35k	60.58	View chart
Vanguard Growth Stock (VUG)	1.0	$2.1M	-3%	6.2k	342.74	View chart
Vanguard Esg Intl Stock (VSGX)	1.0	$2.0M		36k	57.17	View chart
Ishares Core U.s. Aggregate Stock (AGG)	0.9	$2.0M		21k	96.23	View chart
Ishares Short Term National Muni Stock (SUB)	0.8	$1.6M	-8%	15k	104.74	View chart
Nuveen Esg Mid-cap Growth Stock (NUMG)	0.6	$1.4M	+6%	32k	42.73	View chart
Jpmorgan Municipal Stock (JMUB)	0.6	$1.3M	NEW	26k	50.45	View chart
Ishares National Muni Stock (MUB)	0.6	$1.2M	-15%	11k	107.01	View chart
Spdr Nuveen Bloomberg Municipal Stock (TFI)	0.5	$1.1M		25k	46.06	View chart
Vanguard Tax Exempt Stock (VTEB)	0.5	$1.1M	-10%	22k	50.24	View chart
Vanguard Ftse Developed Markets Stock (VEA)	0.5	$1.0M	-4%	21k	49.94	View chart
Vanguard Intermediate-term Tsry Stock (VGIT)	0.3	$705k		12k	57.62	View chart
Nuveen Esg High Yield Corp Stock (NUHY)	0.3	$685k		33k	20.93	View chart
Ishares Core Dividend Growth Stock (DGRO)	0.3	$650k	+46%	11k	57.15	View chart
Ishares Core Sp Mid-cap Stock (IJH)	0.3	$645k	+400%	11k	59.27	View chart
Csx Corp Stock (CSX)	0.2	$420k		12k	34.15	View chart
Nuveen New York Qlt Mun Stock (NAN)	0.2	$345k		32k	10.87	View chart
Putnam Mun Opptns Tr Sh Ben Int Stock (PMO)	0.0	$103k	-7%	10k	9.90	View chart
Lloyds Banking Group Stock (LYG)	0.0	$39k		15k	2.63	View chart

Past Filings by Financial Network Wealth Management

SEC 13F filings are viewable for Financial Network Wealth Management going back to 2020

Financial Network Wealth Management 2024 Q1 filed May 9, 2024
Financial Network Wealth Management 2023 Q4 filed Jan. 10, 2024
Financial Network Wealth Management 2023 Q3 filed Nov. 2, 2023
Financial Network Wealth Management 2023 Q2 filed July 31, 2023
Financial Network Wealth Management 2023 Q1 filed May 4, 2023
Financial Network Wealth Management 2022 Q4 filed Feb. 10, 2023
Financial Network Wealth Management 2022 Q3 filed Nov. 8, 2022
Financial Network Wealth Management 2022 Q2 filed Aug. 9, 2022
Financial Network Wealth Management 2022 Q1 filed May 9, 2022
Financial Network Wealth Management 2021 Q4 filed Jan. 27, 2022
Financial Network Wealth Management 2021 Q3 filed Nov. 12, 2021
Financial Network Wealth Management 2021 Q2 filed Aug. 11, 2021
Financial Network Wealth Management 2021 Q1 filed May 13, 2021
Financial Network Wealth Management 2020 Q4 filed Feb. 12, 2021

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