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Financial Network Wealth Advisors LLC

Q1 2024 · 13F-HR

Financial Network Wealth Advisors LLCholdings as filed

Filed 2024-05-14 · accession 0001172661-24-002280

$100.4M
Reported value
123
Positions
2024-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$15.4M15.3%549,926CommonNONE
45783Y814BUFFINNOVATOR ETFS TRUST$3.4M3.40%81,790CommonNONE
92189H409HYDVANECK ETF TRUST$3.0M2.98%57,198CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$2.8M2.77%77,539CommonNONE
78464A409SPYGSPDR SER TR$2.3M2.33%32,007CommonNONE
78464A508SPYVSPDR SER TR$2.3M2.30%46,054CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$2.3M2.28%45,478CommonNONE
09789C788XHLFBONDBLOXX ETF TRUST$2.0M1.95%38,894CommonNONE
594918104MSFTMICROSOFT CORP$1.9M1.85%4,415CommonNONE
037833100AAPLAPPLE INC$1.8M1.79%10,513CommonNONE
78464A821MDYGSPDR SER TR$1.8M1.78%20,498CommonNONE
37637Q105GBCIGLACIER BANCORP INC NEW$1.7M1.70%42,445CommonNONE
464287200IVVISHARES TR$1.7M1.66%3,191CommonNONE
78464A839MDYVSPDR SER TR$1.6M1.64%21,686CommonNONE
46429B267GOVTISHARES TR$1.4M1.35%59,510CommonNONE
78464A201SLYGSPDR SER TR$1.3M1.29%14,902CommonNONE
82889N764HEQTSIMPLIFY EXCHANGE TRADED FUN$1.3M1.26%47,732CommonNONE
78464A300SLYVSPDR SER TR$1.2M1.22%14,775CommonNONE
33740U760BUFTFIRST TR EXCHNG TRADED FD VI$1.2M1.19%55,786CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$1.2M1.17%34,530CommonNONE
00888H661SIXPAIM ETF PRODUCTS TRUST$1.2M1.16%45,930CommonNONE
78464A383SPMBSPDR SER TR$1.1M1.14%52,711CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.1M1.10%2,119CommonNONE
580135101MCDMCDONALDS CORP$1.1M1.10%3,924CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.1M1.07%2,556CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$1.1M1.06%29,378CommonNONE
02079K305GOOGLALPHABET INC$1.0M1.02%6,801CommonNONE
464287440IEFISHARES TR$1.0M1.00%10,611CommonNONE
45782C383PMARINNOVATOR ETFS TRUST$989,8930.99%26,892CommonNONE
46434V407SHYGISHARES TR$957,0780.95%22,493CommonNONE
023135106AMZNAMAZON COM INC$955,8340.95%5,299CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$942,9630.94%17,835CommonNONE
78464A474SPSBSPDR SER TR$937,1600.93%31,480CommonNONE
97717X669DGRWWISDOMTREE TR$921,3900.92%12,093CommonNONE
949746101WMT2WELLS FARGO CO NEW$895,6550.89%15,453CommonNONE
98149E303GLDMWORLD GOLD TR$852,5000.85%19,353CommonNONE
45782C508PJANINNOVATOR ETFS TRUST$845,0500.84%21,607CommonNONE
33740U885FAPRFIRST TR EXCHNG TRADED FD VI$812,1770.81%22,291CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$768,7970.77%8,204CommonNONE
00287Y109ABBVABBVIE INC$762,0890.76%4,185CommonNONE
67066G104NVDANVIDIA CORPORATION$754,5380.75%835CommonNONE
30231G102XOMEXXON MOBIL CORP$722,6650.72%6,217CommonNONE
45782C433BFEBINNOVATOR ETFS TRUST$681,1940.68%17,342CommonNONE
46432F339QUALISHARES TR$645,4040.64%3,927CommonNONE
464287457SHYISHARES TR$607,7070.61%7,431CommonNONE
30290Y101FSCOFS CREDIT OPPORTUNITIES CORP$601,6340.60%101,456CommonNONE
78464A664SPTLSPDR SER TR$583,0520.58%20,868CommonNONE
57636Q104MAMASTERCARD INCORPORATED$578,8470.58%1,202CommonNONE
46429B747STIPISHARES TR$576,3950.57%5,797CommonNONE
191216100KOCOCA COLA CO$571,6060.57%9,343CommonNONE
049560105ATOATMOS ENERGY CORP$556,6690.55%4,683CommonNONE
002824100ABTABBOTT LABS$553,8650.55%4,873CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$540,4640.54%6,713CommonNONE
92826C839VVISA INC$540,0200.54%1,935CommonNONE
46641Q217BBJPJ P MORGAN EXCHANGE TRADED F$517,9330.52%8,846CommonNONE
69374H469PSFJPACER FDS TR$501,6900.50%18,782CommonNONE
437076102HDHOME DEPOT INC$497,5290.50%1,297CommonNONE
464287176TIPISHARES TR$489,1460.49%4,554CommonNONE
33740F839DNOVFIRST TR EXCHNG TRADED FD VI$481,6210.48%11,923CommonNONE
166764100CVXCHEVRON CORP NEW$470,8540.47%2,985CommonNONE
69374H576PSFDPACER FDS TR$467,1310.47%15,307CommonNONE
33740U778BUFGFIRST TR EXCHNG TRADED FD VI$455,9170.45%20,245CommonNONE
75513E101RTXRTX CORPORATION$442,7870.44%4,540CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$441,1670.44%10,514CommonNONE
670100205NVONOVO-NORDISK A S$399,1960.40%3,109CommonNONE
855244109SBUXSTARBUCKS CORP$397,3840.40%4,348CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST$391,3640.39%12,053CommonNONE
88579Y101MMM3M CO$381,9580.38%3,601CommonNONE
45782C342KAPRINNOVATOR ETFS TRUST$371,3960.37%11,919CommonNONE
713448108PEPPEPSICO INC$362,4460.36%2,071CommonNONE
02079K107GOOGALPHABET INC$357,0490.36%2,345CommonNONE
45783Y616APRJINNOVATOR ETFS TRUST$352,3510.35%14,367CommonNONE
78468R622JNKSPDR SER TR$352,2400.35%3,700CommonNONE
989701107ZIONZIONS BANCORPORATION N A$347,8940.35%8,016CommonNONE
33740U505FDECFIRST TR EXCHNG TRADED FD VI$340,5600.34%8,264CommonNONE
46429B598INDAISHARES TR$336,9820.34%6,290CommonNONE
64110L106NFLXNETFLIX INC$332,2090.33%547CommonNONE
548661107LOWLOWES COS INC$329,8760.33%1,295CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$327,8930.33%946CommonNONE
45782C367IAPRINNOVATOR ETFS TRUST$322,9600.32%11,891CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$321,2270.32%1,682CommonNONE
254687106DISDISNEY WALT CO$320,7060.32%2,621CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$317,6840.32%2,626CommonNONE
33740U737GFEBFIRST TR EXCHNG TRADED FD VI$306,8600.31%8,910CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$303,3910.30%522CommonNONE
78468R853SPSMSPDR SER TR$302,1840.30%7,021CommonNONE
302635206FSKFS KKR CAP CORP$293,2200.29%15,376CommonNONE
17275R102CSCOCISCO SYS INC$292,3430.29%5,857CommonNONE
45782C664BSEPINNOVATOR ETFS TRUST$289,4710.29%7,369CommonNONE
69374H451PSFOPACER FDS TR$288,0320.29%10,662CommonNONE
824348106SHWSHERWIN WILLIAMS CO$284,4630.28%819CommonNONE
G5960L103MDTMEDTRONIC PLC$283,9350.28%3,258CommonNONE
00724F101ADBEADOBE INC$269,9600.27%535CommonNONE
931142103WMTWALMART INC$260,0540.26%4,322CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$259,4750.26%2,500CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$254,5150.25%6,973CommonNONE
46090E103QQQINVESCO QQQ TR$253,2310.25%571CommonNONE
747525103QCOMQUALCOMM INC$246,1620.25%1,454CommonNONE
461202103INTUINTUIT$244,4000.24%376CommonNONE
904767704UNILEVER PLC$241,4640.24%4,811CommonNONE
149123101CATCATERPILLAR INC$235,2490.23%642CommonNONE
58933Y105MRKMERCK & CO INC$232,8930.23%1,765CommonNONE
68389X105ORCLORACLE CORP$232,6300.23%1,852CommonNONE
45782C680PAUGINNOVATOR ETFS TRUST$231,8810.23%6,554CommonNONE
717081103PFEPFIZER INC$230,9640.23%8,323CommonNONE
92535C104CCIFCARLYLE CREDIT INCOME FUND$228,8360.23%29,077CommonNONE
33740U661GJULFIRST TR EXCHNG TRADED FD VI$225,9160.22%6,671CommonNONE
69374H477PSFMPACER FDS TR$222,0360.22%8,254CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$221,9930.22%5,845CommonNONE
00888H307JULTAIM ETF PRODUCTS TRUST$221,2920.22%6,171CommonNONE
33740F862FAUGFIRST TR EXCHNG TRADED FD VI$221,1750.22%5,158CommonNONE
032095101APHAMPHENOL CORP NEW$217,5510.22%1,886CommonNONE
45782C359EAPRINNOVATOR ETFS TRUST$217,2520.22%8,652CommonNONE
46625H100JPMJPMORGAN CHASE & CO$217,1250.22%1,084CommonNONE
33740U653GAUGFIRST TR EXCHNG TRADED FD VI$216,4160.22%6,567CommonNONE
872540109TJXTJX COS INC NEW$216,2270.22%2,132CommonNONE
30034W106EVRGEVERGY INC$214,5880.21%4,020CommonNONE
78468R101SPTSSPDR SER TR$214,0080.21%7,400CommonNONE
33740F664FOCTFIRST TR EXCHNG TRADED FD VI$213,7230.21%5,268CommonNONE
09789C861XONEBONDBLOXX ETF TRUST$210,4810.21%4,241CommonNONE
79466L302CRMSALESFORCE INC$202,3930.20%672CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$201,8890.20%5,679CommonNONE
00206R102TAT&T INC$196,9790.20%11,192CommonNONE

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.