Latest Financial Network Wealth Advisors LLC Stock Portfolio

Financial Network Wealth Advisors LLC Performance:

2025 Q1: -0.87%YTD: -0.87%2024: 5.23%

Performance for 2025 Q1 is -0.87%, and YTD is -0.87%, and 2024 is 5.23%.

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 $76.2 Millions as of 31 Mar, 2025.

The top stock holdings of Financial Network Wealth Advisors LLC are AFLG, AAPL, BIL. The fund has invested 12.6% of it's portfolio in FIRST TR EXCHNG TRADED FD VI and 3% of portfolio in APPLE INC.

The fund managers got completely rid off SPDR SER TR (BIL), WISDOMTREE TR (AGZD) and ENTERGY CORP NEW (ETR) stocks. They significantly reduced their stock positions in BLACKROCK INC, GLOBAL X FDS (BITS) and ZEBRA TECHNOLOGIES CORPORATI (ZBRA). Financial Network Wealth Advisors LLC opened new stock positions in ABBOTT LABS (ABT), BLACKROCK ETF TRUST II (HYMU) and FIRST TR EXCHANGE TRADED FD (GRID). The fund showed a lot of confidence in some stocks as they added substantially to SHELL PLC, ONEOK INC NEW (OKE) and VANGUARD INDEX FDS (VB).

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 -0.87% in the last quarter. In trailing 12 months, it's portfolio return was 2.28%.

New Buys

Ticker	$ Bought
abbott labs	590,293
blackrock etf trust ii	448,596
first tr exchange traded fd	194,132
first tr exchange traded fd	138,000
pimco etf tr	137,946
ea series trust	109,331
vanguard index fds	103,943
first tr exchange traded fd	103,544

New stocks bought by Financial Network Wealth Advisors LLC

Additions

Ticker	% Inc.
shell plc	3,122
oneok inc new	2,466
vanguard index fds	2,337
honeywell intl inc	2,113
western midstream partners l	1,856
cme group inc	1,568
j p morgan exchange traded f	1,018
entegris inc	991

Additions to existing portfolio by Financial Network Wealth Advisors LLC

Reductions

Ticker	% Reduced
global x fds	-94.53
vanguard specialized funds	-90.66
ishares tr	-89.09
ishares tr	-69.74
firstenergy corp	-51.65
fidelity wise origin bitcoin	-35.31
aim etf products trust	-21.17
servicenow inc	-20.41

Financial Network Wealth Advisors LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Financial Network Wealth Advisors LLC

Sector Distribution

Financial Network Wealth Advisors LLC has about 66.6% of it's holdings in Others sector.

Sector	%
Others	66.6
Technology	8.8
Healthcare	4.6
Consumer Cyclical	4.1
Industrials	3
Financial Services	3
Utilities	2.4
Communication Services	2.2
Energy	2.1
Consumer Defensive	2.1

Market Cap. Distribution

Financial Network Wealth Advisors LLC has about 30.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	66.6
LARGE-CAP	16
MEGA-CAP	14.8
SMALL-CAP	1.8

Stocks belong to which Index?

About 31.9% of the stocks held by Financial Network Wealth Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	68.1
S&P 500	29.7
RUSSELL 2000	2.2

Top 5 Winners (%)		%
SURG	surgepays inc	41.8 %
HALO	halozyme therapeutics inc	33.5 %
CVS	cvs health corp	32.9 %
BJ	bjs whsl club hldgs inc	20.7 %
T	at t inc	19.9 %

Top 5 Winners ($)		$
ABBV	abbvie inc	0.1 M
MCD	mcdonalds corp	0.1 M
XOM	exxon mobil corp	0.1 M
KO	coca cola co	0.1 M
CVX	chevron corp new	0.0 M

Top 5 Losers (%)		%
TTD	the trade desk inc	-53.4 %
PCVX	vaxcyte inc	-52.6 %
UCTT	ultra clean hldgs inc	-42.0 %
ILMN	illumina inc	-37.5 %
PSTG	pure storage inc	-31.6 %

Top 5 Losers ($)		$
AAPL	apple inc	-0.3 M
MSFT	microsoft corp	-0.2 M
GOOG	alphabet inc	-0.1 M
IJR	ishares tr	-0.1 M
NVDA	nvidia corporation	-0.1 M

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 776 stocks in it's portfolio. About 33.3% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. ABBV was the most profitable stock for Financial Network Wealth Advisors LLC last quarter.

Last Reported on: 13 May, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	AFLG	first tr exchng traded fd vi	12.59	322,897	9,586,810	added	35.22
Historical Trend of FIRST TR EXCHNG TRADED FD VI Position Held By Financial Network Wealth Advisors LLC What % of Portfolio is AFLG?: Number of AFLG shares held: Change in No. of Shares Held:
	AAPL	apple inc	3.04	10,437	2,318,280	added	14.65

	BIL	spdr ser tr	2.98	28,208	2,267,040	added	2.61

	BALT	innovator etfs trust	2.90	50,019	2,205,340	added	16.84

	BBAX	j p morgan exchange traded f	2.34	35,220	1,783,190	added	67.59

	BUZZ	vaneck etf trust	2.07	30,842	1,578,490	added	5.12

	CWI	spdr index shs fds	1.88	39,291	1,430,580	added	4.04

	MSFT	microsoft corp	1.86	3,771	1,415,600	added	12.37

	BIL	spdr ser tr	1.86	27,671	1,413,150	added	4.91

	IJR	ishares tr	1.83	2,481	1,394,070	added	97.85

	MCD	mcdonalds corp	1.50	3,666	1,145,040	added	5.86

	IJR	ishares tr	1.34	9,221	1,024,360	added	269

	BIL	spdr ser tr	1.34	11,128	1,020,770	added	187

	BUFD	first tr exchng traded fd vi	1.33	45,078	1,011,860	added	144

		berkshire hathaway inc del	1.23	1,753	933,613	added	290

	ABBV	abbvie inc	1.11	4,045	847,508	added	28.45

	BIL	spdr ser tr	1.10	10,094	837,810	added	7.9

	XOM	exxon mobil corp	0.93	5,954	708,135	added	11.75

	IJR	ishares tr	0.91	7,232	689,716	added	241

	AMPS	ishares tr	0.85	6,285	650,309	added	219