Latest Financial Network Wealth Advisors LLC Stock Portfolio
Financial Network Wealth Advisors LLC Performance:
2025 Q3: 2.4%YTD: 11.61%2024: 5.81%
Performance for 2025 Q3 is 2.4%, and YTD is 11.61%, and 2024 is 5.81%.
About Financial Network Wealth Advisors LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Financial Network Wealth Advisors LLC reported an equity portfolio of $91.4 Millions as of 30 Sep, 2025.
The top stock holdings of Financial Network Wealth Advisors LLC are AFLG, BITS, BIL. The fund has invested 11.1% of it's portfolio in FIRST TR EXCHNG TRADED FD VI and 5.5% of portfolio in GLOBAL X FDS.
The fund managers got completely rid off BLACKROCK ETF TRUST II (HYMU), ARCHROCK INC (AROC) and VANGUARD CHARLOTTE FDS (BNDX) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), GARTNER INC (IT) and AIM ETF PRODUCTS TRUST (AZAA). Financial Network Wealth Advisors LLC opened new stock positions in GLOBAL X FDS (BITS), VANGUARD INTL EQUITY INDEX F (VEU) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to HARBOR ETF TRUST (HAPY), J P MORGAN EXCHANGE TRADED F (BBAX) and SYNOPSYS INC (SNPS).
The top stock holdings of Financial Network Wealth Advisors LLC are AFLG, BITS, BIL. The fund has invested 11.1% of it's portfolio in FIRST TR EXCHNG TRADED FD VI and 5.5% of portfolio in GLOBAL X FDS.
The fund managers got completely rid off BLACKROCK ETF TRUST II (HYMU), ARCHROCK INC (AROC) and VANGUARD CHARLOTTE FDS (BNDX) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), GARTNER INC (IT) and AIM ETF PRODUCTS TRUST (AZAA). Financial Network Wealth Advisors LLC opened new stock positions in GLOBAL X FDS (BITS), VANGUARD INTL EQUITY INDEX F (VEU) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to HARBOR ETF TRUST (HAPY), J P MORGAN EXCHANGE TRADED F (BBAX) and SYNOPSYS INC (SNPS).
Financial Network Wealth Advisors LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Financial Network Wealth Advisors LLC made a return of 2.4% in the last quarter. In trailing 12 months, it's portfolio return was 12.4%.
New Buys
| Ticker | $ Bought |
|---|---|
| global x fds | 5,058,530 |
| vanguard intl equity index f | 495,529 |
| ishares tr | 72,568 |
| spdr ser tr | 57,558 |
| ishares tr | 55,696 |
| abrdn precious metals basket | 52,117 |
| first tr exchange traded fd | 28,779 |
| eaton corp plc | 26,572 |
New stocks bought by Financial Network Wealth Advisors LLC
Additions
| Ticker | % Inc. |
|---|---|
| harbor etf trust | 9,515 |
| j p morgan exchange traded f | 2,202 |
| synopsys inc | 770 |
| cloudflare inc | 654 |
| constellation brands inc | 628 |
| pacer fds tr | 566 |
| applovin corp | 500 |
| ishares tr | 384 |
Additions to existing portfolio by Financial Network Wealth Advisors LLC
Reductions
| Ticker | % Reduced |
|---|---|
| innovator etfs trust | -83.8 |
| first tr exchng traded fd vi | -78.77 |
| adobe inc | -61.67 |
| bristol myers squibb co | -56.46 |
| international business machs | -54.79 |
| unitedhealth group inc | -53.6 |
| first tr exchange traded fd | -53.39 |
| pacer fds tr | -52.83 |
Financial Network Wealth Advisors LLC reduced stake in above stock
Sold off
Sector Distribution
Financial Network Wealth Advisors LLC has about 68.7% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 68.7 |
| Technology | 9.1 |
| Healthcare | 3.8 |
| Industrials | 3.4 |
| Consumer Cyclical | 3.4 |
| Financial Services | 2.7 |
| Communication Services | 2.3 |
| Utilities | 2.1 |
| Consumer Defensive | 1.8 |
| Energy | 1.6 |
Market Cap. Distribution
Financial Network Wealth Advisors LLC has about 29.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 68.7 |
| LARGE-CAP | 14.8 |
| MEGA-CAP | 14.3 |
| SMALL-CAP | 1.6 |
Stocks belong to which Index?
About 29.7% of the stocks held by Financial Network Wealth Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 70.3 |
| S&P 500 | 27.8 |
| RUSSELL 2000 | 1.9 |
Financial Network Wealth Advisors LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Financial Network Wealth Advisors LLC
Financial Network Wealth Advisors LLC has 836 stocks in it's portfolio. About 35.5% of the portfolio is in top 10 stocks. ACN proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Financial Network Wealth Advisors LLC last quarter.
Last Reported on: 27 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.74 | 9,827 | 2,502,280 | added | 1.12 | ||
| AAXJ | ishares tr | 0.08 | 727 | 69,229 | added | 384 | ||
| AAXJ | ishares tr | 0.06 | 686 | 55,696 | new | |||
| AAXJ | ishares tr | 0.05 | 465 | 49,518 | added | 83.79 | ||
| AAXJ | ishares tr | 0.05 | 729 | 49,448 | added | 23.35 | ||
| AAXJ | ishares tr | 0.03 | 241 | 25,712 | added | 0.84 | ||
| AAXJ | ishares tr | 0.02 | 136 | 16,253 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.01 | 72.00 | 7,955 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 1.03 | 4,078 | 944,272 | added | 0.62 | ||
| ABNB | airbnb inc | 0.03 | 246 | 29,869 | reduced | -44.47 | ||
| ABR | arbor realty trust inc | 0.10 | 7,525 | 91,880 | unchanged | 0.00 | ||
| ABT | abbott labs | 0.62 | 4,203 | 562,968 | reduced | -5.36 | ||
| ACHR | archer aviation inc | 0.01 | 1,000 | 9,580 | unchanged | 0.00 | ||
| ACN | accenture plc ireland | 0.19 | 696 | 171,634 | reduced | -4.26 | ||
| ACSG | dbx etf tr | 0.07 | 1,315 | 61,042 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.74 | 15,569 | 674,138 | added | 40.74 | ||
| ACWF | ishares tr | 0.06 | 765 | 55,035 | reduced | -13.27 | ||
| ACWV | ishares inc | 0.01 | 158 | 9,787 | unchanged | 0.00 | ||
| ADBE | adobe inc | 0.04 | 110 | 38,803 | reduced | -61.67 | ||
| ADI | analog devices inc | 0.01 | 42.00 | 10,319 | added | 180 | ||