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Size ($ in 1000's)
At 12/31/2023: $93,932
At 09/30/2023: $0
Financial Network Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Financial Network Wealth Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Financial Network Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Financial Network Wealth Advisors LLC.
In the Financial Network Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Financial Network Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Financial Network Wealth Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| FIRST TR EXCHNG TRADED FD VI (BUFR) |
588,963 |
+588,963 |
$15,649 | | BUFR | 588,963 | +588,963 | $15,649 | | APPLE INC |
21,067 |
+21,067 |
$3,979 | | AAPL | 21,067 | +21,067 | $3,979 | | INNOVATOR ETFS TR (BUFF) |
92,573 |
+92,573 |
$3,710 | | BUFF | 92,573 | +92,573 | $3,710 | | VANECK ETF TRUST (HYD) |
54,934 |
+54,934 |
$2,836 | | HYD | 54,934 | +54,934 | $2,836 | | SPDR INDEX SHS FDS (SPDW) |
78,209 |
+78,209 |
$2,660 | | SPDW | 78,209 | +78,209 | $2,660 | | J P MORGAN EXCHANGE TRADED F (JPST) |
45,071 |
+45,071 |
$2,264 | | JPST | 45,071 | +45,071 | $2,264 | | SPDR SER TR (SPYV) |
46,507 |
+46,507 |
$2,169 | | SPYV | 46,507 | +46,507 | $2,169 | | SPDR SER TR (SPYG) |
32,437 |
+32,437 |
$2,110 | | SPYG | 32,437 | +32,437 | $2,110 | | BONDBLOXX ETF TRUST (XHLF) |
38,890 |
+38,890 |
$1,952 | | XHLF | 38,890 | +38,890 | $1,952 | | GLACIER BANCORP INC NEW |
44,533 |
+44,533 |
$1,840 | | GBCI | 44,533 | +44,533 | $1,840 | | MICROSOFT CORP |
4,409 |
+4,409 |
$1,658 | | MSFT | 4,409 | +4,409 | $1,658 | | SPDR SER TR (MDYV) |
21,813 |
+21,813 |
$1,601 | | MDYV | 21,813 | +21,813 | $1,601 | | SPDR SER TR (MDYG) |
20,666 |
+20,666 |
$1,564 | | MDYG | 20,666 | +20,666 | $1,564 | | ISHARES TR (IVV) |
2,964 |
+2,964 |
$1,416 | | IVV | 2,964 | +2,964 | $1,416 | | INNOVATOR ETFS TR (EJAN) |
49,107 |
+49,107 |
$1,408 | | EJAN | 49,107 | +49,107 | $1,408 | | SPDR SER TR (SLYG) |
15,059 |
+15,059 |
$1,259 | | SLYG | 15,059 | +15,059 | $1,259 | | SPDR SER TR (SLYV) |
14,797 |
+14,797 |
$1,233 | | SLYV | 14,797 | +14,797 | $1,233 | | ISHARES TR (GOVT) |
52,682 |
+52,682 |
$1,214 | | GOVT | 52,682 | +52,682 | $1,214 | | SPDR SER TR (SPMB) |
52,605 |
+52,605 |
$1,161 | | SPMB | 52,605 | +52,605 | $1,161 | | MCDONALDS CORP |
3,906 |
+3,906 |
$1,158 | | MCD | 3,906 | +3,906 | $1,158 | | ISHARES TR (IEF) |
11,082 |
+11,082 |
$1,068 | | IEF | 11,082 | +11,082 | $1,068 | | FIRST TR EXCHNG TRADED FD VI (BUFT) |
50,641 |
+50,641 |
$1,055 | | BUFT | 50,641 | +50,641 | $1,055 | | SPDR INDEX SHS FDS (SPEM) |
28,663 |
+28,663 |
$1,015 | | SPEM | 28,663 | +28,663 | $1,015 | | SPDR S&P 500 ETF TR (SPY) |
2,119 |
+2,119 |
$1,007 | | SPY | 2,119 | +2,119 | $1,007 | | ISHARES TR (SHYG) |
22,349 |
+22,349 |
$944 | | SHYG | 22,349 | +22,349 | $944 | | SPDR SER TR (SPSB) |
30,060 |
+30,060 |
$895 | | SPSB | 30,060 | +30,060 | $895 | | ALPHABET INC |
6,377 |
+6,377 |
$891 | | GOOGL | 6,377 | +6,377 | $891 | | J P MORGAN EXCHANGE TRADED F (JQUA) |
18,096 |
+18,096 |
$866 | | JQUA | 18,096 | +18,096 | $866 | | WISDOMTREE TR |
12,062 |
+12,062 |
$848 | | DGRW | 12,062 | +12,062 | $848 | | FIRST TR EXCHNG TRADED FD VI (FAPR) |
23,527 |
+23,527 |
$822 | | FAPR | 23,527 | +23,527 | $822 | | AMAZON COM INC |
5,210 |
+5,210 |
$792 | | AMZN | 5,210 | +5,210 | $792 | | WELLS FARGO CO NEW |
16,046 |
+16,046 |
$790 | | WFC | 16,046 | +16,046 | $790 | | AMERICAN CENTY ETF TR (AVUV) |
8,514 |
+8,514 |
$765 | | AVUV | 8,514 | +8,514 | $765 | | ISHARES TR (MCHI) |
17,623 |
+17,623 |
$718 | | MCHI | 17,623 | +17,623 | $718 | | ABBVIE INC |
4,266 |
+4,266 |
$661 | | ABBV | 4,266 | +4,266 | $661 | | EXXON MOBIL CORP |
6,278 |
+6,278 |
$628 | | XOM | 6,278 | +6,278 | $628 | | ISHARES TR (STIP) |
6,120 |
+6,120 |
$603 | | STIP | 6,120 | +6,120 | $603 | | SPDR SER TR (SPTL) |
20,670 |
+20,670 |
$600 | | SPTL | 20,670 | +20,670 | $600 |  BERKSHIRE HATHAWAY INC DEL |
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$593 | | BRK.B | 1,663 | +1,663 | $593 | | FS CREDIT OPPORTUNITIES CORP |
101,456 |
+101,456 |
$575 | | FSCO | 101,456 | +101,456 | $575 | | ATMOS ENERGY CORP |
4,895 |
+4,895 |
$567 | | ATO | 4,895 | +4,895 | $567 | | COCA COLA CO |
9,434 |
+9,434 |
$556 | | KO | 9,434 | +9,434 | $556 | | WISDOMTREE TR |
7,356 |
+7,356 |
$551 | | DFJ | 7,356 | +7,356 | $551 | | MASTERCARD INCORPORATED |
1,279 |
+1,279 |
$546 | | MA | 1,279 | +1,279 | $546 | | VANGUARD SCOTTSDALE FDS (VCIT) |
6,654 |
+6,654 |
$541 | | VCIT | 6,654 | +6,654 | $541 | | ABBOTT LABS |
4,705 |
+4,705 |
$518 | | ABT | 4,705 | +4,705 | $518 | | ISHARES TR (TIP) |
4,750 |
+4,750 |
$511 | | TIP | 4,750 | +4,750 | $511 | | HOME DEPOT INC |
1,427 |
+1,427 |
$495 | | HD | 1,427 | +1,427 | $495 | | VISA INC |
1,892 |
+1,892 |
$493 | | V | 1,892 | +1,892 | $493 | | PACER FDS TR |
19,317 |
+19,317 |
$485 | | PSFJ | 19,317 | +19,317 | $485 |
See Full List: All Stocks Held By Financial Network Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Financial Network Wealth Advisors LLC
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