Financial Network Wealth Management LLC Top Holdings and 13F Report (2025)

About Financial Network Wealth Management LLC

Investment Activity

Financial Network Wealth Management LLC has $279.90 thousand in total holdings as of December 31, 2024.
Financial Network Wealth Management LLC owns shares of 115 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
Approximately 2.01% of the portfolio was purchased this quarter.
About 1.25% of the portfolio was sold this quarter.
This quarter, Financial Network Wealth Management LLC has purchased 113 new stocks and bought additional shares in 15 stocks.
Financial Network Wealth Management LLC sold shares of 46 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

iShares ESG Aware MSCI EAFE ETF: $26,412
Vanguard ESG US Stock ETF: $26,336
NVIDIA: $21,245
Apple: $18,803
iShares ESG Aware U.S. Aggregate Bond ETF: $17,178

Largest New Holdings this Quarter

Tesla: $302 Holding
American Express: $216 Holding
Mastercard: $208 Holding
Honeywell International: $203 Holding

Largest Purchases this Quarter

iShares ESG Aware MSCI EAFE ETF: 17,846 shares (about $1.36K)
SPDR S&P 500 ESG ETF: 23,455 shares (about $1.32K)
iShares ESG Aware U.S. Aggregate Bond ETF: 22,560 shares (about $1.05K)
iShares U.S. Treasury Bond ETF: 15,702 shares (about $360.76)
Tesla: 750 shares (about $302.00)

Largest Sales this Quarter

Invesco QQQ: 958 shares (about $489.74)
NVIDIA: 3,042 shares (about $408.51)
UnitedHealth Group: 451 shares (about $228.14)
Apple: 802 shares (about $200.84)
Vanguard ESG US Stock ETF: 1,890 shares (about $198.24)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ESGD iShares ESG Aware MSCI EAFE ETF	$26,412	$1,359 ▲	5.4%	346,888	9.4%	Manufacturing
ESGV Vanguard ESG US Stock ETF	$26,336	$198 ▼	-0.7%	251,085	9.4%	ETF
NVDA NVIDIA	$21,245	$409 ▼	-1.9%	158,204	7.6%	Computer and Technology
AAPL Apple	$18,803	$201 ▼	-1.1%	75,086	6.7%	Computer and Technology
EAGG iShares ESG Aware U.S. Aggregate Bond ETF	$17,178	$1,048 ▲	6.5%	369,912	6.1%	ETF
MSFT Microsoft	$14,184	$109 ▼	-0.8%	33,651	5.1%	Computer and Technology
QQQ Invesco QQQ	$12,353	$490 ▼	-3.8%	24,164	4.4%	Finance
EFIV SPDR S&P 500 ESG ETF	$12,229	$1,325 ▲	12.1%	216,530	4.4%	ETF
ESG FlexShares STOXX US ESG Select Index Fund	$11,145	$140 ▼	-1.2%	80,893	4.0%	ETF
BNDC FlexShares Core Select Bond Fund	$8,030	$59 ▼	-0.7%	368,137	2.9%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$6,560	$96 ▼	-1.4%	128,290	2.3%	ETF
IVV iShares Core S&P 500 ETF	$5,570	$12 ▼	-0.2%	9,462	2.0%	ETF
HYXF iShares ESG Advanced High Yield Corporate Bond ETF	$4,279	$265 ▲	6.6%	92,631	1.5%	ETF
SUSA iShares MSCI USA ESG Select ETF	$4,027	$82 ▼	-2.0%	33,120	1.4%	ETF
IJR iShares Core S&P Small-Cap ETF	$3,885	$136 ▼	-3.4%	33,721	1.4%	ETF
GOVT iShares U.S. Treasury Bond ETF	$3,636	$361 ▲	11.0%	158,258	1.3%	ETF
NUBD Nuveen ESG U.S. Aggregate Bond ETF	$3,142	$11 ▼	-0.3%	144,272	1.1%	ETF
IXUS iShares Core MSCI Total International Stock ETF	$2,854	$65 ▼	-2.2%	43,152	1.0%	Manufacturing
COST Costco Wholesale	$2,700	$27 ▼	-1.0%	2,947	1.0%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$2,570	$23 ▲	0.9%	4,771	0.9%	ETF
SPY SPDR S&P 500 ETF Trust	$2,506	$107 ▲	4.4%	4,276	0.9%	Finance
VUG Vanguard Growth ETF	$2,403	$107 ▼	-4.3%	5,857	0.9%	ETF
FVD First Trust Value Line Dividend Index Fund	$2,365	$15 ▼	-0.6%	54,200	0.8%	ETF
NSC Norfolk Southern	$2,249		0.0%	9,586	0.8%	Transportation
HYGV FlexShares High Yield Value-Scored Bond Index Fund	$2,121	$52 ▼	-2.4%	52,141	0.8%	ETF
VXUS Vanguard Total International Stock ETF	$2,009	$27 ▼	-1.3%	34,093	0.7%	ETF
VSGX Vanguard ESG International Stock ETF	$2,001	$2 ▼	-0.1%	35,299	0.7%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$1,906	$47 ▼	-2.4%	19,680	0.7%	Finance
NFLX Netflix	$1,744		0.0%	1,957	0.6%	Consumer Discretionary
BRK.B Berkshire Hathaway	$1,718		0.0%	3,791	0.6%	Finance
LOW Lowe's Companies	$1,710	$31 ▼	-1.8%	6,932	0.6%	Retail/Wholesale
GLD SPDR Gold Shares	$1,621		0.0%	6,697	0.6%	Finance
SUB iShares Short-Term National Muni Bond ETF	$1,620		0.0%	15,362	0.6%	ETF
V Visa	$1,588	$107 ▼	-6.3%	5,025	0.6%	Business Services
RSG Republic Services	$1,584	$30 ▼	-1.9%	7,877	0.6%	Business Services
NUMG Nuveen ESG Mid-Cap Growth ETF	$1,496	$50 ▲	3.4%	31,591	0.5%	ETF
FICO Fair Isaac	$1,493		0.0%	750	0.5%	Computer and Technology
MDY SPDR S&P MidCap 400 ETF Trust	$1,423		0.0%	2,500	0.5%	ETF
UNH UnitedHealth Group	$1,340	$228 ▼	-14.5%	2,649	0.5%	Medical
HD Home Depot	$1,328	$45 ▼	-3.3%	3,416	0.5%	Retail/Wholesale
JMUB JPMorgan Municipal ETF	$1,325		0.0%	26,362	0.5%	ETF
UNP Union Pacific	$1,322		0.0%	5,800	0.5%	Transportation
MUB iShares National Muni Bond ETF	$1,210		0.0%	11,357	0.4%	ETF
TFI SPDR Nuveen Barclays Municipal Bond ETF	$1,128		0.0%	24,729	0.4%	Finance
VTEB Vanguard Tax-Exempt Bond ETF	$1,079	$7 ▼	-0.7%	21,538	0.4%	ETF
IYW iShares U.S. Technology ETF	$1,063		0.0%	6,667	0.4%	Manufacturing
TMO Thermo Fisher Scientific	$1,052	$2 ▼	-0.2%	2,021	0.4%	Medical
VEA Vanguard FTSE Developed Markets ETF	$983	$56 ▲	6.1%	20,577	0.4%	ETF
AMZN Amazon.com	$936	$12 ▼	-1.2%	4,267	0.3%	Retail/Wholesale
WM Waste Management	$913	$12 ▼	-1.3%	4,529	0.3%	Business Services
BBUS JP Morgan BetaBuilders U.S. Equity ETF	$869	$5 ▲	0.5%	8,208	0.3%	ETF
VTV Vanguard Value ETF	$863	$60 ▼	-6.5%	5,099	0.3%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$765		0.0%	9,536	0.3%	ETF
DGRO iShares Core Dividend Growth ETF	$697		0.0%	11,374	0.2%	ETF
VGIT Vanguard Intermediate-Term Treasury Index ETF	$685	$9 ▼	-1.2%	11,811	0.2%	ETF
NUHY Nuveen ESG High Yield Corporate Bond ETF	$684	$5 ▼	-0.8%	32,417	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$681	$1 ▲	0.2%	3,482	0.2%	ETF
VB Vanguard Small-Cap ETF	$681	$2 ▼	-0.3%	2,837	0.2%	ETF
IJH iShares Core S&P Mid-Cap ETF	$671		0.0%	10,776	0.2%	ETF
XOM Exxon Mobil	$623		0.0%	5,800	0.2%	Oils/Energy
QUAL iShares MSCI USA Quality Factor ETF	$610		0.0%	3,427	0.2%	ETF
GOOG Alphabet	$601		0.0%	3,160	0.2%	Computer and Technology
VO Vanguard Mid-Cap ETF	$567	$49 ▲	9.4%	2,149	0.2%	ETF
IWF iShares Russell 1000 Growth ETF	$564		0.0%	1,405	0.2%	ETF
URI United Rentals	$563		0.0%	800	0.2%	Construction
PG Procter & Gamble	$532		0.0%	3,176	0.2%	Consumer Staples
HDV iShares Core High Dividend ETF	$485		0.0%	4,322	0.2%	ETF
BSV Vanguard Short-Term Bond ETF	$470	$1 ▼	-0.2%	6,085	0.2%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$469	$23 ▼	-4.7%	5,971	0.2%	ETF
CW Curtiss-Wright	$467		0.0%	1,316	0.2%	Aerospace
FSLR First Solar	$457	$27 ▼	-5.6%	2,598	0.2%	Oils/Energy
SPGI S&P Global	$443		0.0%	891	0.2%	Business Services
KMPR Kemper	$404		0.0%	6,084	0.1%	Finance
D Dominion Energy	$399		0.0%	7,417	0.1%	Utilities
CSX CSX	$396		0.0%	12,300	0.1%	Transportation
ZBH Zimmer Biomet	$392	$1 ▼	-0.2%	3,720	0.1%	Medical
AMAT Applied Materials	$374		0.0%	2,300	0.1%	Computer and Technology
MAA Mid-America Apartment Communities	$369		0.0%	2,390	0.1%	Finance
IEFA iShares Core MSCI EAFE ETF	$366	$1 ▼	-0.4%	5,219	0.1%	ETF
VYM Vanguard High Dividend Yield ETF	$366	$10 ▼	-2.8%	2,873	0.1%	ETF
NAN Nuveen New York Quality Municipal Income Fund	$361		0.0%	31,727	0.1%	Financial Services
GOOGL Alphabet	$359		0.0%	1,900	0.1%	Computer and Technology
BIV Vanguard Intermediate-Term Bond ETF	$335	$0 ▼	-0.1%	4,486	0.1%	ETF
EFA iShares MSCI EAFE ETF	$324		0.0%	4,297	0.1%	Finance
VNQ Vanguard Real Estate ETF	$316		0.0%	3,551	0.1%	ETF
TDY Teledyne Technologies	$316		0.0%	681	0.1%	Aerospace
VZ Verizon Communications	$316		0.0%	7,924	0.1%	Computer and Technology
IWB iShares Russell 1000 ETF	$306		0.0%	951	0.1%	ETF
TSLA Tesla	$302	$302 ▲	New Holding	750	0.1%	Auto/Tires/Trucks
TMUS T-Mobile US	$286		0.0%	1,299	0.1%	Computer and Technology
EXR Extra Space Storage	$285		0.0%	1,911	0.1%	Finance
TGT Target	$284	$15 ▲	5.4%	2,106	0.1%	Retail/Wholesale
CSCO Cisco Systems	$280	$3 ▼	-1.1%	4,746	0.1%	Computer and Technology
JNJ Johnson & Johnson	$279	$4 ▼	-1.3%	1,932	0.1%	Medical
CRM Salesforce	$272		0.0%	816	0.1%	Computer and Technology
HEZU iShares Currency Hedged MSCI EMU ETF	$257		0.0%	7,196	0.1%	ETF
ADBE Adobe	$257		0.0%	579	0.1%	Computer and Technology
TTEK Tetra Tech	$250	$0 ▼	0.0%	6,279	0.1%	Industrial Products
VEU Vanguard FTSE All-World ex-US ETF	$243	$70 ▼	-22.3%	4,238	0.1%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$242	$17 ▲	7.3%	5,509	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Financial Network Wealth Management LLC Top Holdings and 13F Report (2025)

About Financial Network Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Financial Network Wealth Management LLC Top Holdings and 13F Report (2025)

About Financial Network Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFinancial Network Wealth Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools