Portfolio (Quarterly)
Guide ↗
Financial Network Wealth Advisors LLC
· CIK 0002012031| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 821 | SWK | STANLEY BLACK DECKER INC | Industrials | 10.0 | $743.0 | 0.00% | NEW | — | $74.30 | +6.9% |
| 822 | CHKP | CHECK POINT SOFTWARE TECH LT | Technology | 4.0 | $742.0 | 0.00% | NEW | — | $185.50 | -30.6% |
| 823 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | Technology | 3.0 | $728.0 | 0.00% | NEW | — | $242.67 | +4.1% |
| 824 | PINS | PINTEREST INC | Communication Services | 28.0 | $725.0 | 0.00% | NEW | — | $25.89 | -22.6% |
| 825 | PCVX | VAXCYTE INC | Healthcare | 15.0 | $692.0 | 0.00% | NEW | — | $46.13 | +10.6% |
| 826 | PNRG | PRIMEENERGY RESOURCES CORP | Energy | 4.0 | $684.0 | 0.00% | NEW | — | $171.00 | +36.0% |
| 827 | Z | ZILLOW GROUP INC | Communication Services | 10.0 | $682.0 | 0.00% | NEW | — | $68.20 | -47.1% |
| 828 | EPM | EVOLUTION PETE CORP | Energy | 184.0 | $651.0 | 0.00% | NEW | — | $3.54 | +19.3% |
| 829 | YYY | AMPLIFY ETF TR | — | 54.0 | $620.0 | 0.00% | NEW | — | $11.48 | +1.1% |
| 830 | TRN | TRINITY INDS INC | Industrials | 23.0 | $608.0 | 0.00% | NEW | — | $26.43 | +21.6% |
| 831 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | Technology | 4.0 | $576.0 | 0.00% | NEW | — | $144.00 | +53.6% |
| 832 | CBZ | CBIZ INC | Industrials | 10.0 | $505.0 | 0.00% | NEW | — | $50.50 | -36.8% |
| 833 | — | OCCIDENTAL PETE CORP | — | 26.0 | $501.0 | 0.00% | NEW | — | $19.27 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
29.2%
Financial Services
14.1%
Healthcare
12.7%
Consumer Cyclical
10.3%
Industrials
10.2%
Communication Services
7.5%
Consumer Defensive
5.4%
Energy
5.3%
Utilities
2.3%
Basic Materials
1.6%