Financial Network Wealth Management LLC Top Holdings and 13F Report (2024) About Financial Network Wealth Management LLCInvestment ActivityFinancial Network Wealth Management LLC has $279.02 thousand in total holdings as of June 30, 2024.Financial Network Wealth Management LLC owns shares of 113 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 2.19% of the portfolio was purchased this quarter.About 0.99% of the portfolio was sold this quarter.This quarter, Financial Network Wealth Management LLC has purchased 106 new stocks and bought additional shares in 19 stocks.Financial Network Wealth Management LLC sold shares of 40 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares ESG Aware MSCI EAFE ETF $27,695Vanguard ESG US Stock ETF $25,714NVIDIA $19,583Apple $17,681iShares ESG Aware U.S. Aggregate Bond ETF $16,877 Largest New Holdings this Quarter Vanguard Intermediate-Term Corporate Bond ETF $798 HoldingMid-America Apartment Communities $379 HoldingNuveen New York Quality Municipal Income Fund $376 HoldingExtra Space Storage $344 HoldingFederal Realty Investment Trust $229 Holding Largest Purchases this Quarter iShares ESG Aware U.S. Aggregate Bond ETF 18,666 shares (about $906.94)SPDR S&P 500 ESG ETF 15,891 shares (about $886.01)Vanguard Intermediate-Term Corporate Bond ETF 9,536 shares (about $798.00)Mid-America Apartment Communities 2,390 shares (about $379.00)Nuveen New York Quality Municipal Income Fund 31,727 shares (about $376.00) Largest Sales this Quarter Vanguard ESG US Stock ETF 5,238 shares (about $532.42)Invesco QQQ 1,090 shares (about $531.98)SPDR Portfolio S&P 500 Value ETF 6,252 shares (about $330.46)NVIDIA 1,309 shares (about $158.98)Apple 450 shares (about $104.84) Sector Allocation Over TimeMap of 500 Largest Holdings ofFinancial Network Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorESGDiShares ESG Aware MSCI EAFE ETF$27,695$314 ▲1.1%329,0429.9%ManufacturingESGVVanguard ESG US Stock ETF$25,714$532 ▼-2.0%252,9759.2%ETFNVDANVIDIA$19,583$159 ▼-0.8%161,2467.0%Computer and TechnologyAAPLApple$17,681$105 ▼-0.6%75,8886.3%Computer and TechnologyEAGGiShares ESG Aware U.S. Aggregate Bond ETF$16,877$907 ▲5.7%347,3526.0%ETFMSFTMicrosoft$14,591$32 ▲0.2%33,9095.2%Computer and TechnologyQQQInvesco QQQ$12,261$532 ▼-4.2%25,1224.4%FinanceESGFlexShares STOXX US ESG Select Index Fund$11,127$88 ▼-0.8%81,9114.0%ETFEFIVSPDR S&P 500 ESG ETF$10,765$886 ▲9.0%193,0753.9%ETFBNDCFlexShares Core Select Bond Fund$8,450$16 ▼-0.2%370,8493.0%ETFSPYVSPDR Portfolio S&P 500 Value ETF$6,880$330 ▼-4.6%130,1632.5%ETFIVViShares Core S&P 500 ETF$5,469$25 ▼-0.5%9,4822.0%ETFHYXFiShares ESG Advanced High Yield Corporate Bond ETF$4,113$260 ▲6.8%86,8901.5%ETFIJRiShares Core S&P Small-Cap ETF$4,082$99 ▼-2.4%34,9021.5%ETFSUSAiShares MSCI USA ESG Select ETF$4,0670.0%33,7921.5%ETFGOVTiShares U.S. Treasury Bond ETF$3,342$273 ▲8.9%142,5561.2%ETFNUBDNuveen ESG U.S. Aggregate Bond ETF$3,286$13 ▼-0.4%144,7631.2%ETFIXUSiShares Core MSCI Total International Stock ETF$3,205$5 ▼-0.1%44,1361.1%ManufacturingCOSTCostco Wholesale$2,638$63 ▲2.4%2,9760.9%Retail/WholesaleVOOVanguard S&P 500 ETF$2,502$2 ▲0.1%4,7280.9%ETFFVDFirst Trust Value Line Dividend Index Fund$2,481$23 ▼-0.9%54,5510.9%ETFNSCNorfolk Southern$2,3820.0%9,5860.9%TransportationVUGVanguard Growth ETF$2,348$45 ▼-1.9%6,1180.8%ETFSPYSPDR S&P 500 ETF Trust$2,348$43 ▼-1.8%4,0940.8%FinanceVXUSVanguard Total International Stock ETF$2,237$33 ▼-1.5%34,5560.8%ETFHYGVFlexShares High Yield Value-Scored Bond Index Fund$2,225$79 ▼-3.4%53,4210.8%ETFVSGXVanguard ESG International Stock ETF$2,173$7 ▼-0.3%35,3360.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,041$58 ▼-2.8%20,1610.7%FinanceLOWLowe's Companies$1,911$14 ▼-0.7%7,0590.7%Retail/WholesaleUNHUnitedHealth Group$1,812$46 ▲2.6%3,1000.6%MedicalBRK.BBerkshire Hathaway$1,7440.0%3,7910.6%FinanceSUBiShares Short-Term National Muni Bond ETF$1,6310.0%15,3620.6%ETFGLDSPDR Gold Shares$1,6270.0%6,6970.6%FinanceRSGRepublic Services$1,612$19 ▼-1.2%8,0270.6%Business ServicesVVisa$1,475$4 ▼-0.3%5,3650.5%Business ServicesFICOFair Isaac$1,4570.0%7500.5%Computer and TechnologyHDHome Depot$1,431$10 ▲0.7%3,5320.5%Retail/WholesaleUNPUnion Pacific$1,4290.0%5,8000.5%TransportationMDYSPDR S&P MidCap 400 ETF Trust$1,4240.0%2,5000.5%ETFNFLXNetflix$1,3880.0%1,9570.5%Consumer DiscretionaryNUMGNuveen ESG Mid-Cap Growth ETF$1,369$67 ▼-4.7%30,5450.5%ETFJMUBJPMorgan Municipal ETF$1,3510.0%26,3620.5%ETFTMOThermo Fisher Scientific$1,253$5 ▼-0.4%2,0250.4%MedicalMUBiShares National Muni Bond ETF$1,233$6 ▲0.5%11,3570.4%ETFTFISPDR Nuveen Barclays Municipal Bond ETF$1,1580.0%24,7290.4%FinanceVTEBVanguard Tax-Exempt Bond ETF$1,108$0 ▲0.0%21,6830.4%ETFVEAVanguard FTSE Developed Markets ETF$1,024$16 ▼-1.6%19,3970.4%ETFIYWiShares U.S. Technology ETF$1,0100.0%6,6670.4%ManufacturingWMWaste Management$9520.0%4,5900.3%Business ServicesVTVVanguard Value ETF$952$7 ▼-0.7%5,4560.3%ETFBBUSJP Morgan BetaBuilders U.S. Equity ETF$845$135 ▲19.1%8,1650.3%ETFAMZNAmazon.com$804$22 ▼-2.7%4,3200.3%Retail/WholesaleVCITVanguard Intermediate-Term Corporate Bond ETF$798$798 ▲New Holding9,5360.3%ETFVGITVanguard Intermediate-Term Treasury Index ETF$722$12 ▼-1.7%11,9580.3%ETFDGROiShares Core Dividend Growth ETF$7130.0%11,3740.3%ETFNUHYNuveen ESG High Yield Corporate Bond ETF$7090.0%32,6730.3%ETFVIGVanguard Dividend Appreciation ETF$691$5 ▼-0.7%3,4760.2%ETFFSLRFirst Solar$686$71 ▼-9.4%2,7510.2%Oils/EnergyXOMExxon Mobil$6790.0%5,8000.2%Oils/EnergyVBVanguard Small-Cap ETF$676$5 ▼-0.8%2,8450.2%ETFIJHiShares Core S&P Mid-Cap ETF$6710.0%10,7760.2%ETFURIUnited Rentals$6470.0%8000.2%ConstructionQUALiShares MSCI USA Quality Factor ETF$6140.0%3,4270.2%ETFPGProcter & Gamble$5500.0%3,1760.2%Consumer StaplesGOOGAlphabet$5280.0%3,1600.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$5270.0%1,4050.2%ETFVOVanguard Mid-Cap ETF$518$4 ▼-0.8%1,9640.2%ETFHDViShares Core High Dividend ETF$5080.0%4,3220.2%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$502$4 ▼-0.9%6,2630.2%ETFBSVVanguard Short-Term Bond ETF$479$265 ▲123.6%6,0990.2%ETFAMATApplied Materials$4640.0%2,3000.2%Computer and TechnologySPGIS&P Global$460$47 ▲11.4%8910.2%Business ServicesCWCurtiss-Wright$4320.0%1,3160.2%AerospaceDDominion Energy$4280.0%7,4170.2%UtilitiesCSXCSX$4240.0%12,3000.2%TransportationIEFAiShares Core MSCI EAFE ETF$408$22 ▼-5.2%5,2400.1%ETFZBHZimmer Biomet$402$3 ▼-0.7%3,7280.1%MedicalMAAMid-America Apartment Communities$379$379 ▲New Holding2,3900.1%FinanceVYMVanguard High Dividend Yield ETF$3780.0%2,9550.1%ETFNANNuveen New York Quality Municipal Income Fund$376$376 ▲New Holding31,7270.1%Financial ServicesKMPRKemper$3720.0%6,0840.1%FinanceEFAiShares MSCI EAFE ETF$3590.0%4,2970.1%FinanceVZVerizon Communications$3550.0%7,9240.1%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$351$1 ▲0.4%4,4890.1%ETFVNQVanguard Real Estate ETF$3480.0%3,5510.1%ETFEXRExtra Space Storage$344$344 ▲New Holding1,9110.1%FinanceVEUVanguard FTSE All-World ex-US ETF$3430.0%5,4540.1%ETFAMGNAmgen$3260.0%1,0120.1%MedicalJNJJohnson & Johnson$3170.0%1,9570.1%MedicalGOOGLAlphabet$3150.0%1,9000.1%Computer and TechnologyTGTTarget$311$6 ▼-1.9%1,9980.1%Retail/WholesaleADBEAdobe$299$2 ▼-0.7%5790.1%Computer and TechnologyIWBiShares Russell 1000 ETF$2980.0%9510.1%ETFTDYTeledyne Technologies$2980.0%6810.1%AerospaceTTEKTetra Tech$296$237 ▲400.0%6,2800.1%Industrial ProductsTMUST-Mobile US$2680.0%1,2990.1%Computer and TechnologyHEZUiShares Currency Hedged MSCI EMU ETF$2640.0%7,1960.1%ETFCLColgate-Palmolive$2620.0%2,5250.1%Consumer StaplesTANInvesco Solar ETF$259$23 ▼-8.0%6,0130.1%ETFCSCOCisco Systems$255$16 ▼-5.9%4,8000.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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