Financial Network Wealth Advisors LLC

data from 30/09/2025

Capitalization

$ 91.427 M 11.17 %

Average holding period

5 ans

Performance

$ 20.350 M 20.19 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Financial Network Wealth Advisors LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 BUFR FIRST TR EXCHNG TRADED FD VI 11.14% 10.188 M $ 304845 2023/12/31 508.495 K $ 5.09 %
2025/09/30 CLIP GLOBAL X FDS 5.53% 5.059 M $ 50374 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPYG SPDR SER TR 3.29% 3.011 M $ 28812 2023/12/31 256.906 K $ 9.64 %
2025/09/30 AAPL APPLE INC 2.74% 2.502 M $ 9827 2023/12/31 480.652 K $ 24.11 %
2025/09/30 BIL SPDR SER TR 2.57% 2.347 M $ 25584 2024/06/30 740.000 $ 0.02 %
2025/09/30 SPDW SPDR INDEX SHS FDS 2.23% 2.039 M $ 47658 2023/12/31 90.640 K $ 5.68 %
2025/09/30 BUFF INNOVATOR ETFS TRUST 2.16% 1.974 M $ 40414 2023/12/31 86.986 K $ 3.96 %
2025/09/30 MSFT MICROSOFT CORP 2.15% 1.969 M $ 3801 2023/12/31 77.867 K $ 4.13 %
2025/09/30 SPYV SPDR SER TR 2.06% 1.882 M $ 34011 2023/12/31 82.045 K $ 5.71 %
2025/09/30 SPEM SPDR INDEX SHS FDS 1.64% 1.501 M $ 32068 2023/12/31 123.691 K $ 9.52 %
2025/09/30 HYD VANECK ETF TRUST 1.40% 1.276 M $ 25067 2023/12/31 19.431 K $ 1.37 %
2025/09/30 IVV ISHARES TR 1.33% 1.217 M $ 1819 2023/12/31 89.636 K $ 7.80 %
2025/09/30 GLDM WORLD GOLD TR 1.30% 1.193 M $ 15604 2025/06/30 141.827 K $ 16.68 %
2025/09/30 MCD MCDONALDS CORP 1.22% 1.116 M $ 3673 2023/12/31 43.070 K $ 4.01 %
2025/09/30 BUFT FIRST TR EXCHNG TRADED FD VI 1.19% 1.088 M $ 45054 2023/12/31 27.032 K $ 2.55 %
2025/09/30 ABBV ABBVIE INC 1.03% 944.272 K $ 4078 2023/12/31 186.113 K $ 24.74 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.90% 823.991 K $ 1639 2023/12/31 28.679 K $ 3.49 %
2025/09/30 SPSM SPDR SER TR 0.84% 771.691 K $ 16660 2023/12/31 46.827 K $ 8.73 %
2025/09/30 NVDA NVIDIA CORPORATION 0.81% 738.481 K $ 3958 2023/12/31 96.519 K $ 18.10 %
2025/09/30 IEF ISHARES TR 0.79% 718.338 K $ 7447 2023/12/31 5.227 K $ 0.72 %
2025/09/30 GOOGL ALPHABET INC 0.78% 713.985 K $ 2937 2023/12/31 208.634 K $ 37.94 %
2025/09/30 XOM EXXON MOBIL CORP 0.75% 681.422 K $ 6044 2023/12/31 29.506 K $ 4.59 %
2025/09/30 SHYG ISHARES TR 0.74% 674.138 K $ 15569 2023/12/31 1.769 K $ 0.37 %
2025/09/30 PSFD PACER FDS TR 0.74% 672.351 K $ 18519 2023/12/31 30.653 K $ 4.73 %
2025/09/30 STIP ISHARES TR 0.72% 662.744 K $ 6412 2023/12/31 2.950 K $ 0.44 %
2025/09/30 BUFG FIRST TR EXCHNG TRADED FD VI 0.65% 593.677 K $ 22037 2023/12/31 31.735 K $ 5.48 %
2025/09/30 VXUS VANGUARD STAR FDS 0.62% 565.348 K $ 7696 2024/12/31 34.483 K $ 6.33 %
2025/09/30 BBJP J P MORGAN EXCHANGE TRADED F 0.62% 565.179 K $ 8522 2025/06/30 13.075 K $ 7.35 %
2025/09/30 ABT ABBOTT LABS 0.62% 562.968 K $ 4203 2023/12/31 -9.192 K $ -1.52 %
2025/09/30 GMAY FIRST TR EXCHNG TRADED FD VI 0.57% 521.861 K $ 12895 2024/06/30 20.582 K $ 3.37 %
2025/09/30 SLYG SPDR SER TR 0.56% 509.680 K $ 5404 2023/12/31 52.925 K $ 6.26 %
2025/09/30 VT VANGUARD INTL EQUITY INDEX F 0.54% 495.529 K $ 3596 2025/09/30 0.000 $ 0.00 %
2025/09/30 SPMB SPDR SER TR 0.54% 494.196 K $ 22023 2023/12/31 6.791 K $ 1.54 %
2025/09/30 AMZN AMAZON COM INC 0.54% 493.593 K $ 2248 2023/12/31 421.000 $ 0.08 %
2025/09/30 XHLF BONDBLOXX ETF TRUST 0.53% 482.166 K $ 9563 2023/12/31 798.000 $ 0.16 %
2025/09/30 PSFJ PACER FDS TR 0.52% 478.331 K $ 14736 2023/12/31 20.227 K $ 4.61 %
2025/09/30 SNA SNAP ON INC 0.52% 476.873 K $ 1376 2024/06/30 47.863 K $ 11.36 %
2025/09/30 VYM VANGUARD WHITEHALL FDS 0.50% 458.370 K $ 3252 2023/12/31 22.675 K $ 5.73 %
2025/09/30 MDYG SPDR SER TR 0.49% 446.659 K $ 4878 2023/12/31 25.119 K $ 5.40 %
2025/09/30 MDYV SPDR SER TR 0.48% 437.206 K $ 5242 2023/12/31 22.853 K $ 5.01 %
2025/09/30 JNK SPDR SER TR 0.47% 426.746 K $ 4355 2023/12/31 3.327 K $ 0.74 %
2025/09/30 GOVT ISHARES TR 0.46% 420.252 K $ 18177 2023/12/31 3.424 K $ 0.61 %
2025/09/30 VCIT VANGUARD SCOTTSDALE FDS 0.44% 399.018 K $ 4744 2023/12/31 6.097 K $ 1.44 %
2025/09/30 DNOV FIRST TR EXCHNG TRADED FD VI 0.43% 390.011 K $ 8330 2023/12/31 17.742 K $ 4.77 %
2025/09/30 ORCL ORACLE CORP 0.42% 381.924 K $ 1358 2023/12/31 98.986 K $ 28.64 %
2025/09/30 SPTL SPDR SER TR 0.42% 380.453 K $ 14117 2023/12/31 3.136 K $ 1.39 %
2025/09/30 APH AMPHENOL CORP NEW 0.41% 377.702 K $ 3052 2024/03/31 73.450 K $ 25.32 %
2025/09/30 IAPR INNOVATOR ETFS TRUST 0.41% 370.479 K $ 12321 2023/12/31 10.226 K $ 2.84 %
2025/09/30 MA MASTERCARD INCORPORATED 0.39% 356.081 K $ 626 2023/12/31 4.403 K $ 1.22 %
2025/09/30 JQUA J P MORGAN EXCHANGE TRADED F 0.38% 350.645 K $ 5574 2023/12/31 15.375 K $ 4.76 %
2025/09/30 SIXO AIM ETF PRODUCTS TRUST 0.38% 350.333 K $ 10334 2024/06/30 8.163 K $ 2.39 %
2025/09/30 KO COCA COLA CO 0.38% 345.925 K $ 5216 2023/12/31 -24.542 K $ -6.26 %
2025/09/30 BSEP INNOVATOR ETFS TRUST 0.37% 333.849 K $ 6914 2023/12/31 21.640 K $ 6.93 %
2025/09/30 SPSB SPDR SER TR 0.36% 331.463 K $ 10943 2023/12/31 1.020 K $ 0.33 %
2025/09/30 PAPR INNOVATOR ETFS TRUST 0.36% 328.707 K $ 8569 2024/06/30 8.003 K $ 2.87 %
2025/09/30 WFC WELLS FARGO CO NEW 0.36% 328.239 K $ 3916 2023/12/31 14.163 K $ 4.62 %
2025/09/30 WMT WALMART INC 0.35% 319.200 K $ 3097 2023/12/31 15.792 K $ 5.40 %
2025/09/30 BALT INNOVATOR ETFS TRUST 0.35% 317.238 K $ 9666 2025/03/31 5.005 K $ 2.31 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.34% 309.833 K $ 7050 2023/12/31 4.615 K $ 1.57 %
2025/09/30 RTX RTX CORPORATION 0.34% 309.226 K $ 1848 2025/06/30 41.597 K $ 14.59 %
2025/09/30 MMM 3M CO 0.34% 307.256 K $ 1980 2023/12/31 5.821 K $ 1.93 %
2025/09/30 POCT INNOVATOR ETFS TRUST 0.33% 302.648 K $ 7022 2024/06/30 10.890 K $ 4.36 %
2025/09/30 NFLT ETFIS SER TR I 0.32% 295.763 K $ 12823 2024/06/30 3.253 K $ 1.05 %
2025/09/30 KAPR INNOVATOR ETFS TRUST 0.32% 295.385 K $ 8637 2023/12/31 17.919 K $ 5.59 %
2025/09/30 V VISA INC 0.32% 293.587 K $ 860 2023/12/31 -12.658 K $ -3.85 %
2025/09/30 GFEB FIRST TR EXCHNG TRADED FD VI 0.32% 291.333 K $ 7181 2024/03/31 11.345 K $ 4.05 %
2025/09/30 FDEC FIRST TR EXCHNG TRADED FD VI 0.32% 290.516 K $ 5900 2023/12/31 15.163 K $ 5.51 %
2025/09/30 CVX CHEVRON CORP NEW 0.31% 285.578 K $ 1839 2023/12/31 21.876 K $ 8.45 %
2025/09/30 HD HOME DEPOT INC 0.31% 280.436 K $ 692 2023/12/31 26.792 K $ 10.51 %
2025/09/30 EALT INNOVATOR ETFS TRUST 0.30% 272.081 K $ 7875 2025/03/31 11.118 K $ 6.05 %
2025/09/30 PJUL INNOVATOR ETFS TRUST 0.30% 270.408 K $ 5930 2023/12/31 8.778 K $ 3.99 %
2025/09/30 SLYV SPDR SER TR 0.29% 263.025 K $ 2967 2023/12/31 31.532 K $ 11.15 %
2025/09/30 CSMD PROFESIONALLY MANAGED PORTFO 0.28% 256.254 K $ 7693 2024/06/30 16.326 K $ 6.83 %
2025/09/30 META META PLATFORMS INC 0.27% 243.167 K $ 331 2024/06/30 -986.000 $ -0.50 %
2025/09/30 PSFF PACER FDS TR 0.26% 234.784 K $ 7431 2024/06/30 1.248 K $ 3.67 %
2025/09/30 HGER HARBOR ETF TRUST 0.26% 233.206 K $ 9039 2024/06/30 141.000 $ 6.22 %
2025/09/30 GOOG ALPHABET INC 0.25% 232.995 K $ 957 2023/12/31 69.997 K $ 37.28 %
2025/09/30 FAUG FIRST TR EXCHNG TRADED FD VI 0.25% 230.948 K $ 4449 2023/12/31 5.440 K $ 5.87 %
2025/09/30 DAPR FIRST TR EXCHNG TRADED FD VI 0.25% 230.441 K $ 5297 2023/12/31 4.926 K $ 2.20 %
2025/09/30 PSFO PACER FDS TR 0.25% 229.098 K $ 7210 2023/12/31 12.401 K $ 5.44 %
2025/09/30 SPY SPDR S P 500 ETF TR 0.25% 225.169 K $ 338 2023/12/31 10.439 K $ 7.82 %
2025/09/30 GLD SPDR GOLD TR 0.24% 220.036 K $ 619 2024/06/30 31.346 K $ 16.61 %
2025/09/30 EAPR INNOVATOR ETFS TRUST 0.23% 212.423 K $ 7286 2023/12/31 8.597 K $ 4.22 %
2025/09/30 INDA ISHARES TR 0.23% 210.843 K $ 4050 2023/12/31 -11.008 K $ -6.50 %
2025/09/30 AVGO BROADCOM INC 0.23% 208.833 K $ 633 2024/06/30 18.556 K $ 19.68 %
2025/09/30 GAUG FIRST TR EXCHNG TRADED FD VI 0.23% 207.336 K $ 5370 2023/12/31 6.760 K $ 4.38 %
2025/09/30 JNJ JOHNSON JOHNSON 0.22% 200.810 K $ 1083 2024/06/30 37.864 K $ 21.39 %
2025/09/30 PMAR INNOVATOR ETFS TRUST 0.22% 198.385 K $ 4518 2023/12/31 7.590 K $ 3.98 %
2025/09/30 UOCT INNOVATOR ETFS TRUST 0.21% 195.647 K $ 5091 2024/06/30 7.578 K $ 4.49 %
2025/09/30 CASY CASEYS GEN STORES INC 0.21% 193.348 K $ 342 2024/06/30 17.616 K $ 10.79 %
2025/09/30 FMAY FIRST TR EXCHNG TRADED FD VI 0.20% 186.103 K $ 3562 2024/06/30 7.907 K $ 4.44 %
2025/09/30 USHY ISHARES TR 0.20% 185.607 K $ 4913 2024/06/30 1.351 K $ 0.72 %
2025/09/30 JPM JPMORGAN CHASE CO 0.20% 181.057 K $ 574 2024/03/31 15.082 K $ 8.80 %
2025/09/30 KJAN INNOVATOR ETFS TRUST 0.20% 180.629 K $ 4476 2024/06/30 12.846 K $ 7.66 %
2025/09/30 PJAN INNOVATOR ETFS TRUST 0.20% 180.570 K $ 3943 2024/03/31 5.307 K $ 3.97 %
2025/09/30 DIS DISNEY WALT CO 0.19% 178.162 K $ 1556 2023/12/31 -19.134 K $ -7.67 %
2025/09/30 FAST FASTENAL CO 0.19% 177.015 K $ 3610 2024/06/30 28.300 K $ 16.76 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.19% 176.985 K $ 191 2024/06/30 -11.704 K $ -6.49 %
2025/09/30 TJX TJX COS INC NEW 0.19% 174.604 K $ 1208 2024/03/31 25.659 K $ 17.05 %
2025/09/30 GJUL FIRST TR EXCHNG TRADED FD VI 0.19% 172.380 K $ 4250 2023/12/31 8.766 K $ 4.83 %