$175 Million is the total value of Financial Network Wealth Management LLC's 108 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GE | Exit | GENERAL ELECTRIC CO | $0 | – | -12,300 | -100.0% | -0.10% | – |
MMM | Exit | 3M CO | $0 | – | -1,135 | -100.0% | -0.13% | – |
PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -825 | -100.0% | -0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-12
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC COM | 12 | Q3 2023 | 8.9% |
VANGUARD WORLD FD | 12 | Q3 2023 | 9.9% |
ISHARES TR | 12 | Q3 2023 | 8.6% |
FLEXSHARES TR | 12 | Q3 2023 | 8.7% |
ISHARES TR | 12 | Q3 2023 | 6.1% |
ISHARES TR | 12 | Q3 2023 | 5.8% |
ISHARES TR | 12 | Q3 2023 | 5.8% |
INVESCO QQQ TRUST SERIES I | 12 | Q3 2023 | 5.3% |
FLEXSHARES TRUST FLEXS STOXX US ESG | 12 | Q3 2023 | 5.0% |
MICROSOFT CORP COM | 12 | Q3 2023 | 5.8% |
View Financial Network Wealth Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-10 |
13F-HR | 2023-11-02 |
13F-HR | 2023-07-31 |
13F-HR | 2023-05-04 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-08 |
13F-HR | 2022-08-09 |
13F-HR | 2022-05-09 |
13F-HR | 2022-01-27 |
13F-HR | 2021-11-12 |
View Financial Network Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.