Financial Network Wealth Advisors LLC
Financial Network Wealth Advisors LLC is an SEC-registered investment adviser headquartered in Murray, Utah. Founded in 2021, the firm manages investment portfolios for a diverse range of individual and institutional clients, including high net worth individuals, pension and profit-sharing plans, and charitable organizations. With approximately 6 employees, the firm provides personalized wealth management and investment advisory services tailored to client needs.
Investment Strategy
Financial Network Wealth Advisors LLC offers discretionary and non-discretionary investment management services, primarily focusing on constructing diversified portfolios that include equities, ETFs, and fixed income securities. The firm serves mainly individual and high-net-worth clients, aiming for a blend of growth and preservation by balancing exposure among top large-cap stocks, broad market ETFs, and allocated fixed income, with attention to each client's risk tolerance and financial objectives.
Top Holdings
Equity Positions (808)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BUFR | FIRST TR EXCHNG TRADED FD VI | 12.14% | $10.0M | 313,886 | $27.38 | $31.80 | +$394.8K |
B BIL | SPDR SER TR | 4.13% | $3.4M | 37,037 | $91.70 | $91.73 | +$2.4M |
S SPYG | SPDR SER TR | 3.24% | $2.7M | 27,955 | $69.09 | $95.32 | +$397.6K |
B BUFF | INNOVATOR ETFS TRUST | 2.67% | $2.2M | 46,767 | $40.66 | $47.00 | -$7.3K |
A AAPL | APPLE INC | 2.42% | $2.0M | 9,718 | $207.29 | $205.17 | -$324.5K |