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Home > Institutional Investor > Financial Network Wealth Management Llc > Profile

Instuitional Investor - Financial Network Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Financial Network Wealth Management Llc
Portfolio Value $283,293
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Esg Aware Msci Eafe
 364,219 $29,753 10.5%
2.
Vanguard Esg U.s. Stock
 254,139 $24,892 8.79%
3.
Ishares Esg Aware Us Aggregate
 377,333 $17,915 6.32%
4.
Nvidia Corp
 NVDA 153,580 $16,646 5.88%
5.
Apple Inc.
 AAPL 73,273 $16,276 5.75%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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