Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $231,017
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Esg U.s. Stock
 261,396 $22,234 9.62%
2.
Apple Inc.
 AAPL 79,476 $15,301 6.62%
3.
Ishares Esg Aware Us Agg Bond
 272,715 $13,019 5.63%
4.
Microsoft Corp
 MSFT 33,985 $12,779 5.53%
5.
Ishares Esg Aware Msci Eafe
 162,905 $12,305 5.32%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)