152 is the total number of securities Financial Network Wealth Management LLC has owned. The longest Financial Network Wealth Management LLC has owned a single stock is 12 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
AAPL | APPLE INC COM | 12 | 12 | 5.72% | 7.07% | 8.91% | Q4 2020 | Q3 2023 | 12 |
ESGV | VANGUARD WORLD FD | 12 | 12 | 5.05% | 6.69% | 9.90% | Q4 2020 | Q3 2023 | 12 |
EAGG | ISHARES TR | 12 | 12 | 2.49% | 6.32% | 8.56% | Q4 2020 | Q3 2023 | 12 |
BNDC | FLEXSHARES TR | 12 | 12 | 3.46% | 6.26% | 8.67% | Q4 2020 | Q3 2023 | 12 |
ESGD | ISHARES TR | 12 | 12 | 4.51% | 5.35% | 6.08% | Q4 2020 | Q3 2023 | 12 |
IXUS | ISHARES TR | 12 | 12 | 4.41% | 5.32% | 5.82% | Q4 2020 | Q3 2023 | 12 |
IVV | ISHARES TR | 12 | 12 | 4.68% | 5.24% | 5.82% | Q4 2020 | Q3 2023 | 12 |
QQQ | INVESCO QQQ TRUST SERI... | 12 | 12 | 3.70% | 4.48% | 5.30% | Q4 2020 | Q3 2023 | 12 |
ESG | FLEXSHARES TRUST FLEXS... | 12 | 12 | 3.79% | 4.29% | 5.00% | Q4 2020 | Q3 2023 | 12 |
MSFT | MICROSOFT CORP COM | 12 | 12 | 2.22% | 4.14% | 5.77% | Q4 2020 | Q3 2023 | 12 |
FVD | FIRST TR VALUE LINE DI... | 12 | 12 | 3.06% | 3.57% | 4.01% | Q4 2020 | Q3 2023 | 12 |
IJR | ISHARES TR | 12 | 12 | 1.57% | 3.40% | 4.74% | Q4 2020 | Q3 2023 | 12 |
NVDA | NVIDIA CORPORATION COM | 12 | 12 | 1.49% | 2.57% | 4.10% | Q4 2020 | Q3 2023 | 12 |
GOVT | ISHARES U.S. TREASURY ... | 12 | 12 | 1.17% | 2.46% | 3.32% | Q4 2020 | Q3 2023 | 12 |
NSC | NORFOLK SOUTHN CORP COM | 12 | 12 | 0.90% | 1.36% | 1.88% | Q4 2020 | Q3 2023 | 12 |
IEFA | ISHARES TR | 12 | 12 | 0.46% | 1.02% | 1.40% | Q4 2020 | Q3 2023 | 12 |
COST | COSTCO WHSL CORP NEW COM | 12 | 12 | 0.76% | 0.88% | 1.01% | Q4 2020 | Q3 2023 | 12 |
LOW | LOWES COS INC COM | 12 | 12 | 0.72% | 0.86% | 1.05% | Q4 2020 | Q3 2023 | 12 |
UNH | UNITEDHEALTH GROUP INC... | 12 | 12 | 0.71% | 0.81% | 0.98% | Q4 2020 | Q3 2023 | 12 |
TMO | THERMO FISHER SCIENTIF... | 12 | 12 | 0.51% | 0.74% | 0.91% | Q4 2020 | Q3 2023 | 12 |
UNP | UNION PAC CORP COM | 12 | 12 | 0.57% | 0.72% | 0.96% | Q4 2020 | Q3 2023 | 12 |
V | VISA INC COM CL A | 12 | 12 | 0.59% | 0.70% | 0.96% | Q4 2020 | Q3 2023 | 12 |
BRKB | BERKSHIRE HATH INC DEL... | 12 | 12 | 0.63% | 0.69% | 0.79% | Q4 2020 | Q3 2023 | 12 |
HD | HOME DEPOT INC COM | 12 | 12 | 0.51% | 0.69% | 0.85% | Q4 2020 | Q3 2023 | 12 |
GLD | SPDR GOLD TR | 12 | 12 | 0.56% | 0.67% | 0.99% | Q4 2020 | Q3 2023 | 12 |
SPY | SPDR S&P 500 ETF TR | 12 | 12 | 0.24% | 0.64% | 1.13% | Q4 2020 | Q3 2023 | 12 |
SUSA | ISHARES TR | 12 | 12 | 0.26% | 0.61% | 1.28% | Q4 2020 | Q3 2023 | 12 |
MUB | ISHARES TR | 12 | 12 | 0.22% | 0.59% | 1.11% | Q4 2020 | Q3 2023 | 12 |
RSG | REPUBLIC SVCS INC COM | 12 | 12 | 0.53% | 0.59% | 0.70% | Q4 2020 | Q3 2023 | 12 |
VUG | VANGUARD INDEX FDS | 12 | 12 | 0.32% | 0.51% | 0.83% | Q4 2020 | Q3 2023 | 12 |
IJH | ISHARES TR | 12 | 12 | 0.28% | 0.49% | 0.60% | Q4 2020 | Q3 2023 | 12 |
NFLX | NETFLIX INC COM | 12 | 12 | 0.21% | 0.49% | 0.90% | Q4 2020 | Q3 2023 | 12 |
WM | WASTE MGMT INC DEL COM | 12 | 12 | 0.37% | 0.47% | 0.55% | Q4 2020 | Q3 2023 | 12 |
AMZN | AMAZON INC | 12 | 12 | 0.28% | 0.46% | 0.62% | Q4 2020 | Q3 2023 | 12 |
VEA | VANGUARD TAX-MANAGED I... | 12 | 12 | 0.23% | 0.39% | 0.52% | Q4 2020 | Q3 2023 | 12 |
VTEB | VANGUARD TAX EXEMPT BOND | 12 | 12 | 0.33% | 0.38% | 0.46% | Q4 2020 | Q3 2023 | 12 |
IEMG | ISHARES INC | 12 | 12 | 0.22% | 0.36% | 0.48% | Q4 2020 | Q3 2023 | 12 |
ZBH | ZIMMER BIOMET HOLDINGS... | 12 | 12 | 0.21% | 0.32% | 0.54% | Q4 2020 | Q3 2023 | 12 |
TAN | INVESCO SOLAR | 12 | 12 | 0.17% | 0.30% | 0.53% | Q4 2020 | Q3 2023 | 12 |
D | DOMINION ENERGY INC COM | 12 | 12 | 0.15% | 0.29% | 0.43% | Q4 2020 | Q3 2023 | 12 |
VIG | VANGUARD SPECIALIZED F... | 12 | 12 | 0.26% | 0.29% | 0.33% | Q4 2020 | Q3 2023 | 12 |
VTV | VANGUARD VALUE | 12 | 12 | 0.26% | 0.28% | 0.33% | Q4 2020 | Q3 2023 | 12 |
XOM | EXXON MOBIL CORP COM | 12 | 12 | 0.20% | 0.28% | 0.36% | Q4 2020 | Q3 2023 | 12 |
FSLR | FIRST SOLAR INC COM | 12 | 12 | 0.15% | 0.27% | 0.45% | Q4 2020 | Q3 2023 | 12 |
PG | PROCTER AND GAMBLE CO COM | 12 | 12 | 0.23% | 0.27% | 0.36% | Q4 2020 | Q3 2023 | 12 |
VZ | VERIZON MUNICATIONS INC | 12 | 12 | 0.11% | 0.25% | 0.44% | Q4 2020 | Q3 2023 | 12 |
FICO | FAIR ISAAC CORP COM | 12 | 12 | 0.16% | 0.23% | 0.32% | Q4 2020 | Q3 2023 | 12 |
MAA | MID AMER APT CMNTYS IN... | 12 | 12 | 0.15% | 0.22% | 0.28% | Q4 2020 | Q3 2023 | 12 |
CSX | CSX CORP COM | 12 | 12 | 0.18% | 0.22% | 0.29% | Q4 2020 | Q3 2023 | 12 |
TGT | TARGET CORP COM | 12 | 12 | 0.11% | 0.21% | 0.29% | Q4 2020 | Q3 2023 | 12 |
QUAL | ISHARES TR | 12 | 12 | 0.12% | 0.21% | 0.26% | Q4 2020 | Q3 2023 | 12 |
KMPR | KEMPER CORP COM | 12 | 12 | 0.12% | 0.21% | 0.37% | Q4 2020 | Q3 2023 | 12 |
VNQ | VANGUARD REAL ESTATE | 12 | 12 | 0.15% | 0.20% | 0.29% | Q4 2020 | Q3 2023 | 12 |
GOOG | ALPHABET INC CAP STK CL C | 12 | 12 | 0.15% | 0.20% | 0.24% | Q4 2020 | Q3 2023 | 12 |
CSCO | CISCO SYS INC COM | 12 | 12 | 0.15% | 0.20% | 0.28% | Q4 2020 | Q3 2023 | 12 |
JNJ | JOHNSON & JOHNSON | 12 | 12 | 0.14% | 0.19% | 0.23% | Q4 2020 | Q3 2023 | 12 |
TDY | TELEDYNE TECHNOLOGIES INC | 12 | 12 | 0.14% | 0.18% | 0.24% | Q4 2020 | Q3 2023 | 12 |
DE | DEERE & CO | 12 | 12 | 0.13% | 0.16% | 0.18% | Q4 2020 | Q3 2023 | 12 |
AMGN | AMGEN INC COM | 12 | 12 | 0.11% | 0.14% | 0.19% | Q4 2020 | Q3 2023 | 12 |
VXUS | VANGUARD TOTAL INTL STOCK | 7 | 4 | 0.18% | 0.52% | 1.05% | Q4 2020 | Q3 2023 | 11 |
VTI | VANGUARD TOTAL STOCK M... | 9 | 2 | 0.10% | 0.31% | 0.54% | Q4 2020 | Q3 2023 | 11 |
NAN | NUVEEN NEW YORK QLT MU... | 11 | 11 | 0.16% | 0.24% | 0.35% | Q4 2020 | Q2 2023 | 11 |
VB | VANGUARD SMALL CAP | 11 | 11 | 0.14% | 0.20% | 0.34% | Q1 2021 | Q3 2023 | 11 |
DGRO | ISHARES TR | 9 | 2 | 0.15% | 0.20% | 0.23% | Q4 2020 | Q3 2023 | 11 |
SPGI | S&P GLOBAL INC | 11 | 11 | 0.14% | 0.17% | 0.19% | Q1 2021 | Q3 2023 | 11 |
PMO | PUTNAM MUN OPPORTUNITI... | 11 | 11 | 0.05% | 0.10% | 0.16% | Q4 2020 | Q2 2023 | 11 |
RAVI | FLEXSHARES TR | 10 | 10 | 0.81% | 2.02% | 2.57% | Q4 2020 | Q1 2023 | 10 |
TTEK | TETRA TECH INC NEW | 9 | 1 | 0.10% | 0.18% | 0.30% | Q4 2020 | Q2 2023 | 10 |
AMAT | APPLIED MATLS INC COM | 6 | 4 | 0.12% | 0.16% | 0.20% | Q1 2021 | Q3 2023 | 10 |
TSLA | TESLA INC COM | 8 | 2 | 0.12% | 0.16% | 0.19% | Q4 2020 | Q3 2023 | 10 |
URI | UNITED RENTALS INC COM | 5 | 5 | 0.14% | 0.15% | 0.17% | Q1 2021 | Q3 2023 | 10 |
LLY | LILLY ELI & CO | 9 | 1 | 0.11% | 0.14% | 0.17% | Q4 2020 | Q3 2023 | 10 |
IWB | ISHARES TR | 6 | 4 | 0.11% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 10 |
HDV | ISHARES TR | 9 | 9 | 0.10% | 0.24% | 0.34% | Q3 2021 | Q3 2023 | 9 |
QCOM | QUALCOMM INC | 9 | 9 | 0.15% | 0.19% | 0.23% | Q1 2021 | Q1 2023 | 9 |
T | AT&T INC | 9 | 9 | 0.10% | 0.17% | 0.33% | Q4 2020 | Q4 2022 | 9 |
WMT | WALMART INC | 9 | 9 | 0.13% | 0.16% | 0.21% | Q4 2020 | Q4 2022 | 9 |
NUMG | NUVEEN ESG MID CAP GWTH | 8 | 8 | 0.52% | 1.02% | 1.38% | Q4 2021 | Q3 2023 | 8 |
BNDX | VANGUARD CHARLOTTE FDS | 8 | 8 | 0.23% | 0.29% | 0.33% | Q4 2020 | Q3 2022 | 8 |
PFF | ISHARES TR | 8 | 8 | 0.13% | 0.21% | 0.26% | Q4 2020 | Q3 2022 | 8 |
CMCSA | COMCAST CORP NEW | 7 | 1 | 0.11% | 0.20% | 0.29% | Q4 2020 | Q4 2022 | 8 |
USRT | ISHARES TR | 8 | 8 | 0.13% | 0.16% | 0.19% | Q4 2021 | Q3 2023 | 8 |
VWO | VANGUARD INTL EQUITY I... | 8 | 8 | 0.12% | 0.15% | 0.18% | Q4 2021 | Q3 2023 | 8 |
ADBE | ADOBE SYSTEMS INCORPOR... | 6 | 2 | 0.11% | 0.14% | 0.18% | Q4 2020 | Q3 2023 | 8 |
BA | BOEING CO | 6 | 2 | 0.09% | 0.13% | 0.18% | Q4 2020 | Q2 2023 | 8 |
HEZU | ISHARES TR | 5 | 3 | 0.11% | 0.13% | 0.15% | Q3 2021 | Q3 2023 | 8 |
NVG | NUVEEN AMT FREE MUN CR... | 8 | 8 | 0.09% | 0.12% | 0.16% | Q4 2020 | Q3 2022 | 8 |
NKX | NUVEEN CALIFORNIA AMT ... | 8 | 8 | 0.09% | 0.11% | 0.15% | Q4 2020 | Q3 2022 | 8 |
HYGV | FLEXSHARES TR | 7 | 7 | 1.06% | 1.28% | 1.71% | Q1 2022 | Q3 2023 | 7 |
GOOGL | ALPHABET INC CAP STK CL A | 5 | 2 | 0.12% | 0.13% | 0.14% | Q2 2021 | Q3 2023 | 7 |
IWM | ISHARES TR | 4 | 1 | 0.11% | 0.12% | 0.13% | Q2 2021 | Q3 2023 | 7 |
LYG | LLOYDS BANKING GROUP P... | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
BND | VANGUARD BD INDEX FDS | 6 | 6 | 0.26% | 0.36% | 0.53% | Q2 2021 | Q3 2022 | 6 |
VO | VANGUARD MID CAP | 6 | 6 | 0.14% | 0.24% | 0.28% | Q2 2022 | Q3 2023 | 6 |
BSCR | INVESCO EXCH TRD SLF I... | 6 | 6 | 0.18% | 0.22% | 0.29% | Q4 2020 | Q1 2022 | 6 |
BSCO | INVESCO EXCH TRD SLF I... | 6 | 6 | 0.18% | 0.21% | 0.28% | Q4 2020 | Q1 2022 | 6 |
BSCQ | INVESCO EXCH TRD SLF I... | 6 | 6 | 0.17% | 0.20% | 0.27% | Q4 2020 | Q1 2022 | 6 |
BSCP | INVESCO EXCH TRD SLF I... | 6 | 6 | 0.16% | 0.20% | 0.27% | Q4 2020 | Q1 2022 | 6 |
BSCN | INVESCO EXCH TRD SLF I... | 6 | 6 | 0.16% | 0.20% | 0.26% | Q4 2020 | Q1 2022 | 6 |
BSCM | INVESCO EXCH TRD SLF I... | 6 | 6 | 0.16% | 0.19% | 0.25% | Q4 2020 | Q1 2022 | 6 |
BSV | VANGUARD BD INDEX FDS | 5 | 1 | 0.11% | 0.17% | 0.26% | Q1 2021 | Q3 2022 | 6 |
USIG | ISHARES TR | 6 | 6 | 0.13% | 0.16% | 0.21% | Q4 2020 | Q1 2022 | 6 |
CRM | SALESFORCE COM INC | 6 | 6 | 0.12% | 0.15% | 0.16% | Q4 2020 | Q1 2022 | 6 |
BDX | BECTON DICKINSON & CO | 2 | 1 | 0.10% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 6 |
HYXF | ISHARES TR | 5 | 5 | 1.30% | 1.48% | 1.62% | Q3 2022 | Q3 2023 | 5 |
UL | UNILEVER PLC | 5 | 5 | 0.14% | 0.26% | 0.40% | Q4 2020 | Q4 2021 | 5 |
BSCS | INVESCO EXCH TRD SLF I... | 5 | 5 | 0.17% | 0.20% | 0.23% | Q1 2021 | Q1 2022 | 5 |
ETSY | ETSY INC | 5 | 5 | 0.17% | 0.19% | 0.21% | Q4 2020 | Q4 2021 | 5 |
CHKP | CHECK POINT SOFTWARE T... | 5 | 5 | 0.11% | 0.13% | 0.16% | Q4 2020 | Q4 2021 | 5 |
FMB | FIRST TR EXCH TRADED F... | 5 | 5 | 0.11% | 0.13% | 0.16% | Q4 2020 | Q4 2021 | 5 |
ACM | AECOM COM | 2 | 1 | 0.11% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 5 |
NUBD | NUVEEN ESG U.S. AGGREG... | 4 | 4 | 1.70% | 1.82% | 2.01% | Q4 2022 | Q3 2023 | 4 |
AGG | ISHARES TR | 4 | 4 | 1.02% | 1.14% | 1.32% | Q4 2022 | Q3 2023 | 4 |
SUB | ISHARES TR | 4 | 4 | 1.01% | 1.09% | 1.19% | Q4 2022 | Q3 2023 | 4 |
VSGX | VANGUARD WORLD FD | 4 | 4 | 0.87% | 0.92% | 0.96% | Q4 2022 | Q3 2023 | 4 |
VGIT | VANGUARD SCOTTSDALE FDS | 4 | 4 | 0.47% | 0.53% | 0.60% | Q4 2022 | Q3 2023 | 4 |
NUHY | NUVEEN ESG HIGH YIELD ... | 4 | 4 | 0.32% | 0.34% | 0.37% | Q4 2022 | Q3 2023 | 4 |
VOO | VANGUARD SANDP 500 | 4 | 4 | 0.29% | 0.33% | 0.37% | Q4 2022 | Q3 2023 | 4 |
HYG | ISHARES TR | 4 | 4 | 0.23% | 0.26% | 0.30% | Q4 2022 | Q3 2023 | 4 |
COR | CORESITE RLTY CORP | 4 | 4 | 0.21% | 0.21% | 0.21% | Q4 2020 | Q3 2021 | 4 |
VUSB | VANGUARD ULTRA SHORT BOND | 4 | 4 | 0.11% | 0.21% | 0.33% | Q4 2022 | Q3 2023 | 4 |
BSCL | INVESCO EXCH TRD SLF I... | 4 | 4 | 0.18% | 0.20% | 0.24% | Q4 2020 | Q3 2021 | 4 |
FTNT | FORTINET INC | 4 | 4 | 0.13% | 0.14% | 0.15% | Q3 2021 | Q2 2022 | 4 |
EXR | EXTRA SPACE STORAGE IN... | 2 | 2 | 0.12% | 0.13% | 0.15% | Q4 2021 | Q3 2023 | 4 |
CW | CURTISS WRIGHT CORP COM | 4 | 4 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q3 2023 | 4 |
CVX | CHEVRON CORP NEW COM | 4 | 4 | 0.09% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
ISTB | ISHARES TR | 4 | 4 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q3 2023 | 4 |
INTC | INTEL CORP | 3 | 3 | 0.12% | 0.14% | 0.16% | Q1 2021 | Q3 2021 | 3 |
FRT | FEDERAL RLTY INVT TR | 3 | 3 | 0.13% | 0.14% | 0.14% | Q1 2021 | Q3 2021 | 3 |
ETHO | ETHO CLIMATE LEADERSHI... | 3 | 3 | 0.10% | 0.13% | 0.15% | Q4 2022 | Q2 2023 | 3 |
BIV | VANGUARD BD INDEX FDS | 2 | 1 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q3 2022 | 3 |
EMB | ISHARES TR | 3 | 3 | 0.11% | 0.12% | 0.13% | Q3 2021 | Q1 2022 | 3 |
LSI | LIFE STORAGE INC | 2 | 1 | 0.11% | 0.12% | 0.13% | Q4 2021 | Q1 2023 | 3 |
FEDERAL RLTY INVT TR NEW | 1 | 1 | 0.09% | 0.11% | 0.13% | Q1 2022 | Q2 2023 | 3 | |
GE | GENERAL ELECTRIC CO | 3 | 3 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q2 2021 | 3 |
VEU | VANGUARD INTL EQUITY I... | 2 | 2 | 0.23% | 0.24% | 0.25% | Q2 2022 | Q3 2022 | 2 |
XYL | XYLEM INC | 2 | 2 | 0.21% | 0.22% | 0.24% | Q4 2020 | Q1 2021 | 2 |
PHG | KONINKLIJKE PHILIPS N V | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2020 | Q1 2021 | 2 |
BSCT | INVESCO EXCH TRD SLF I... | 2 | 2 | 0.15% | 0.15% | 0.16% | Q4 2021 | Q1 2022 | 2 |
MMM | 3M CO | 2 | 2 | 0.13% | 0.14% | 0.14% | Q1 2021 | Q2 2021 | 2 |
PYPL | PAYPAL HLDGS INC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q1 2021 | Q2 2021 | 2 |
IAGG | ISHARES TR | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2022 | Q1 2023 | 2 |
BIL | SPDR BLOOMBERG 1 3 MON... | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
BBUS | JP MORGAN BETABUILDERS... | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
VYM | VANGUARD HIGH DIVIDEND... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
BBIN | JPMORGAN BETABUILDERS ... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
IWF | ISHARES RUSSELL 1000 GWTH | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
ABBV | ABBVIE INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
NVO | NOVO-NORDISK A S | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
CNI | CANADIAN NATL RY CO | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
ACN | ACCENTURE PLC IRELAND | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
WY | WEYERHAEUSER CO MTN BE | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
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The securities at the top of the list , including APPLE INC COM, VANGUARD WORLD FD, and ISHARES TR, are the highest-conviction holdings of Financial Network Wealth Management LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Financial Network Wealth Management LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Financial Network Wealth Management LLC owns currently or has owned in the past.