Financial Network Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
FT Vest US Equity Moderate Buffer ETF May
GMAY
|
+$520K |
| 2 |
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
|
+$296K |
| 3 |
FT Vest US Equity Moderate Buffer ETF February
GFEB
|
+$266K |
| 4 |
Congress SMid Growth ETF
CSMD
|
+$212K |
| 5 |
FT Vest US Equity Moderate Buffer ETF July
GJUL
|
+$182K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$8.53M |
| 2 |
Glacier Bancorp
GBCI
|
+$1.94M |
| 3 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$1.78M |
| 4 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$1.37M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$1.33M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 11.22% |
| 2 | Consumer Discretionary | 4.24% |
| 3 | Healthcare | 3.81% |
| 4 | Financials | 3.13% |
| 5 | Industrials | 2.56% |
Similar funds
Financial Network Wealth Advisors's Q4 2024 Portfolio in Review
As of Q4 2024, Financial Network Wealth Advisors held 869 positions worth $53.8M, down 56% from $121M the previous quarter. Its ten largest holdings account for 40% of the portfolio.
Financial Network Wealth Advisors withdrew a net $67.9M in Q4 2024, closing 390 positions and reducing 351 holdings. Its most notable exit was Glacier Bancorp, an estimated $1.94M position sold in full.
By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 8.5% a quarter earlier, followed by Consumer Discretionary and Healthcare.
Against the trend, Financial Network Wealth Advisors opened a new position in FT Vest US Equity Moderate Buffer ETF May worth $522K.
- Financial Network Wealth Advisors's largest Q4 2024 buy was FT Vest US Equity Moderate Buffer ETF May: 14,159 shares worth $522K.
- Financial Network Wealth Advisors added most to Corteva in Q4 2024, an estimated $49.5K increase.
- Financial Network Wealth Advisors's biggest Q4 2024 reduction was FT Vest Fund of Buffer ETFs, cutting an estimated $8.53M.
- Financial Network Wealth Advisors fully exited Glacier Bancorp in Q4 2024, selling an estimated $1.94M.
- Financial Network Wealth Advisors's ten largest holdings make up 40% of its $53.8M portfolio in Q4 2024.
- Financial Network Wealth Advisors opened 56 new positions and closed 390 in Q4 2024.
- Financial Network Wealth Advisors's portfolio value fell 56% quarter-over-quarter to $53.8M.
Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.