Financial Network Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Lowe's Companies
LOW
|
+$1.62M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$1.55M |
| 3 |
Republic Services
RSG
|
+$1.53M |
| 4 |
UnitedHealth
UNH
|
+$1.48M |
| 5 |
Visa
V
|
+$1.47M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$1.17M |
| 2 |
Nuveen New York Quality Municipal Income Fund
NAN
|
+$345K |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$196K |
| 4 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
+$146K |
| 5 |
Apple
AAPL
|
+$141K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 20.82% |
| 2 | Industrials | 3.01% |
| 3 | Consumer Discretionary | 1.48% |
| 4 | Healthcare | 1.4% |
| 5 | Financials | 1.4% |
Similar funds
Financial Network Wealth Management's Q2 2024 Portfolio in Review
As of Q2 2024, Financial Network Wealth Management held 109 positions worth $263M, up 24% from $211M the previous quarter. Its ten largest holdings account for 60% of the portfolio.
Financial Network Wealth Management deployed $38M of net new capital in Q2 2024, opening 66 new positions and adding to 11 existing holdings. Its largest new stake was Lowe's Companies: 7,109 shares worth $1.57M.
By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 21% a quarter earlier, followed by Industrials and Consumer Discretionary.
On the sell side, the largest reduction was NVIDIA, an estimated $1.17M trimmed.
- Financial Network Wealth Management's largest Q2 2024 buy was Lowe's Companies: 7,109 shares worth $1.57M.
- Financial Network Wealth Management added most to iShares ESG Aware US Aggregate Bond ETF in Q2 2024, an estimated $634K increase.
- Financial Network Wealth Management's biggest Q2 2024 reduction was NVIDIA, cutting an estimated $1.17M.
- Financial Network Wealth Management fully exited Nuveen New York Quality Municipal Income Fund in Q2 2024, selling an estimated $345K.
- Financial Network Wealth Management's ten largest holdings make up 60% of its $263M portfolio in Q2 2024.
- Financial Network Wealth Management opened 66 new positions and closed 3 in Q2 2024.
- Financial Network Wealth Management's portfolio value rose 24% quarter-over-quarter to $263M.
Based on Financial Network Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.