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Financial Network Wealth Advisors LLC

Q4 2023 · 13F-HR

Financial Network Wealth Advisors LLCholdings as filed

Filed 2024-02-14 · accession 0001172661-24-000860

$93.9M
Reported value
114
Positions
2023-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$15.6M16.7%588,963CommonNONE
037833100AAPLAPPLE INC$4.0M4.24%21,067CommonNONE
45783Y814BUFFINNOVATOR ETFS TR$3.7M3.95%92,573CommonNONE
92189H409HYDVANECK ETF TRUST$2.8M3.02%54,934CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$2.7M2.83%78,209CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$2.3M2.41%45,071CommonNONE
78464A508SPYVSPDR SER TR$2.2M2.31%46,507CommonNONE
78464A409SPYGSPDR SER TR$2.1M2.25%32,437CommonNONE
09789C788XHLFBONDBLOXX ETF TRUST$2.0M2.08%38,890CommonNONE
37637Q105GBCIGLACIER BANCORP INC NEW$1.8M1.96%44,533CommonNONE
594918104MSFTMICROSOFT CORP$1.7M1.77%4,409CommonNONE
78464A839MDYVSPDR SER TR$1.6M1.70%21,813CommonNONE
78464A821MDYGSPDR SER TR$1.6M1.66%20,666CommonNONE
464287200IVVISHARES TR$1.4M1.51%2,964CommonNONE
45782C516EJANINNOVATOR ETFS TR$1.4M1.50%49,107CommonNONE
78464A201SLYGSPDR SER TR$1.3M1.34%15,059CommonNONE
78464A300SLYVSPDR SER TR$1.2M1.31%14,797CommonNONE
46429B267GOVTISHARES TR$1.2M1.29%52,682CommonNONE
78464A383SPMBSPDR SER TR$1.2M1.24%52,605CommonNONE
580135101MCDMCDONALDS CORP$1.2M1.23%3,906CommonNONE
464287440IEFISHARES TR$1.1M1.14%11,082CommonNONE
33740U760BUFTFIRST TR EXCHNG TRADED FD VI$1.1M1.12%50,641CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$1.0M1.08%28,663CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.0M1.07%2,119CommonNONE
46434V407SHYGISHARES TR$943,5751.00%22,349CommonNONE
78464A474SPSBSPDR SER TR$895,1870.95%30,060CommonNONE
02079K305GOOGLALPHABET INC$890,8040.95%6,377CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$866,0890.92%18,096CommonNONE
97717X669DGRWWISDOMTREE TR$847,7290.90%12,062CommonNONE
33740U885FAPRFIRST TR EXCHNG TRADED FD VI$822,2540.88%23,527CommonNONE
023135106AMZNAMAZON COM INC$791,6080.84%5,210CommonNONE
949746101WMT2WELLS FARGO CO NEW$789,7850.84%16,046CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$764,5570.81%8,514CommonNONE
46429B671MCHIISHARES TR$717,9620.76%17,623CommonNONE
00287Y109ABBVABBVIE INC$661,1030.70%4,266CommonNONE
30231G102XOMEXXON MOBIL CORP$627,6750.67%6,278CommonNONE
46429B747STIPISHARES TR$603,3710.64%6,120CommonNONE
78464A664SPTLSPDR SER TR$599,8420.64%20,670CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$593,1250.63%1,663CommonNONE
30290Y101FSCOFS CREDIT OPPORTUNITIES CORP$575,2560.61%101,456CommonNONE
049560105ATOATMOS ENERGY CORP$567,3300.60%4,895CommonNONE
191216100KOCOCA COLA CO$555,9460.59%9,434CommonNONE
97717W836DFJWISDOMTREE TR$550,9650.59%7,356CommonNONE
57636Q104MAMASTERCARD INCORPORATED$545,5060.58%1,279CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$540,8110.58%6,654CommonNONE
002824100ABTABBOTT LABS$517,8790.55%4,705CommonNONE
464287176TIPISHARES TR$510,5770.54%4,750CommonNONE
437076102HDHOME DEPOT INC$494,5270.53%1,427CommonNONE
92826C839VVISA INC$492,5820.52%1,892CommonNONE
69374H469PSFJPACER FDS TR$485,2430.52%19,317CommonNONE
98149E303GLDMWORLD GOLD TR$482,4100.51%11,792CommonNONE
67066G104NVDANVIDIA CORPORATION$465,0110.50%939CommonNONE
56585A102MPCMARATHON PETE CORP$463,9210.49%3,127CommonNONE
33740F839DNOVFIRST TR EXCHNG TRADED FD VI$461,6570.49%11,923CommonNONE
69374H576PSFDPACER FDS TR$439,8500.47%15,225CommonNONE
166764100CVXCHEVRON CORP NEW$430,4760.46%2,886CommonNONE
46429B333GNMAISHARES TR$418,9140.45%9,467CommonNONE
45782C318PMAYINNOVATOR ETFS TR$411,9380.44%13,088CommonNONE
855244109SBUXSTARBUCKS CORP$411,7590.44%4,289CommonNONE
00724F101ADBEADOBE INC$409,2680.44%686CommonNONE
88579Y101MMM3M CO$399,1270.42%3,651CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$397,2820.42%10,538CommonNONE
989701107ZIONZIONS BANCORPORATION N A$386,9330.41%8,820CommonNONE
75513E101RTXRTX CORPORATION$385,0250.41%4,576CommonNONE
33740U778BUFGFIRST TR EXCHNG TRADED FD VI$383,1260.41%18,004CommonNONE
45782C417PFEBINNOVATOR ETFS TR$376,2910.40%11,525CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$371,6140.40%1,059CommonNONE
45782C342KAPRINNOVATOR ETFS TR$358,5020.38%12,289CommonNONE
45782C383PMARINNOVATOR ETFS TR$357,0540.38%10,024CommonNONE
45783Y616APRJINNOVATOR ETFS TR$350,1460.37%14,251CommonNONE
464287457SHYISHARES TR$347,1940.37%4,232CommonNONE
78468R622JNKSPDR SER TR$342,2590.36%3,613CommonNONE
464287432TLTISHARES TR$340,9380.36%3,448CommonNONE
670100205NVONOVO-NORDISK A S$333,3170.35%3,222CommonNONE
33740U505FDECFIRST TR EXCHNG TRADED FD VI$322,2140.34%8,264CommonNONE
713448108PEPPEPSICO INC$317,2610.34%1,868CommonNONE
302635206FSKFS KKR CAP CORP$314,8270.34%15,765CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$307,5530.33%5,994CommonNONE
45782C367IAPRINNOVATOR ETFS TR$305,9550.33%11,891CommonNONE
02079K107GOOGALPHABET INC$295,2480.31%2,095CommonNONE
46429B598INDAISHARES TR$290,8590.31%5,959CommonNONE
78468R853SPSMSPDR SER TR$290,7470.31%6,893CommonNONE
69374H451PSFOPACER FDS TR$289,4330.31%11,176CommonNONE
45782C664BSEPINNOVATOR ETFS TR$289,1120.31%7,882CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$288,9620.31%2,589CommonNONE
17275R102CSCOCISCO SYS INC$287,1050.31%5,683CommonNONE
824348106SHWSHERWIN WILLIAMS CO$284,4520.30%912CommonNONE
G5960L103MDTMEDTRONIC PLC$278,2800.30%3,378CommonNONE
451107106IDAIDACORP INC$275,2960.29%2,800CommonNONE
548661107LOWLOWES COS INC$275,0720.29%1,236CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$265,7690.28%1,625CommonNONE
64110L106NFLXNETFLIX INC$264,3760.28%543CommonNONE
92535C104CCIFCARLYLE CREDIT INCOME FUND$252,4680.27%31,757CommonNONE
45782C680PAUGINNOVATOR ETFS TR$250,5420.27%7,508CommonNONE
254687106DISDISNEY WALT CO$244,5950.26%2,709CommonNONE
45782C656PSEPINNOVATOR ETFS TR$242,3980.26%6,973CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$234,5250.25%2,500CommonNONE
461202103INTUINTUIT$234,3870.25%375CommonNONE
931142103WMTWALMART INC$232,8490.25%1,477CommonNONE
717081103PFEPFIZER INC$231,6740.25%8,047CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$230,8940.25%435CommonNONE
46090E103QQQINVESCO QQQ TR$230,4630.25%563CommonNONE
00888H307JULTAIM ETF PRODUCTS TRUST$227,2370.24%6,763CommonNONE
09789C861XONEBONDBLOXX ETF TRUST$226,0000.24%4,540CommonNONE
45782C359EAPRINNOVATOR ETFS TR$217,6020.23%8,652CommonNONE
747525103QCOMQUALCOMM INC$214,1970.23%1,481CommonNONE
33740U661GJULFIRST TR EXCHNG TRADED FD VI$214,0070.23%6,671CommonNONE
45782C813PJULINNOVATOR ETFS TR$211,5310.23%5,845CommonNONE
30034W106EVRGEVERGY INC$209,8440.22%4,020CommonNONE
33740F862FAUGFIRST TR EXCHNG TRADED FD VI$209,5700.22%5,158CommonNONE
33740U653GAUGFIRST TR EXCHNG TRADED FD VI$207,2560.22%6,567CommonNONE
33740F664FOCTFIRST TR EXCHNG TRADED FD VI$204,8720.22%5,268CommonNONE
68389X105ORCLORACLE CORP$203,6910.22%1,932CommonNONE
00206R102TAT&T INC$196,4930.21%11,710CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.