Financial Network Wealth Advisors LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Financial Network Wealth Advisors LLC reported 479 stock positions worth $53.8 million. Its top holding was FT Vest Lad Buffervetf-Usd I (BUFR) at 13.5% of the portfolio, followed by SS SPDR P S&P 500 Growth ETF (SPYG, 4.5%) and Apple (AAPL, 4.2%). Compared with Q3 2024, it opened 56 new positions, sold out of 389, added to 25 and reduced 351. The biggest buy was a new position in FT Vest U.S. Equity Moderate (GMAY) and the biggest sale an exit from Glacier Bancorp (GBCI).
- Most Recent 13F
- Q2 2026
- Location
- MURRAY, UT
- CIK
- 0002012031
- Portfolio Value
- $53.8M (Q4 2024)
- SEC Filing
- 0002012031-25-000001 ↗ filed Feb 14, 2025
Holdings Value
Holdings 479 stocks · $53.8M
| BUFR FT Vest Lad Buffervetf-Usd I | 13.53% | 238,800 | $7.3M | Reduce -54.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 4.49% | 27,490 | $2.4M | Reduce -33.1% |
| AAPL Apple Inc. | 4.24% | 9,103 | $2.3M | Reduce -20.9% |
| BUFF Innovator Laddered Allocatio | 3.57% | 42,810 | $1.9M | Reduce -38.9% |
| HYD Vaneck High Yield Muni ETF | 2.83% | 29,340 | $1.5M | Reduce -46.1% |
| MSFT Microsoft Corp. | 2.63% | 3,356 | $1.4M | Reduce -24.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.51% | 26,375 | $1.3M | Reduce -55.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 2.40% | 37,764 | $1.3M | Reduce -50.4% |
| JPST JPMorgan Ultra-Short Income | 1.97% | 21,016 | $1.1M | Reduce -53.0% |
| MCD McDonald's Corp. | 1.87% | 3,463 | $1.0M | Reduce -12.1% |
| SLYG SS SPDR S&P 600 SC GR ETF | 1.57% | 9,355 | $845K | Reduce -59.0% |
| IVV iShares Core S&P 500 ETF | 1.37% | 1,254 | $738K | Reduce -61.3% |
| XOM Exxon Mobil Corp. | 1.07% | 5,328 | $573K | Reduce -19.9% |
| ABBV Abbvie Inc. | 1.04% | 3,149 | $560K | Reduce -24.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.00% | 11,935 | $536K | Reduce -36.3% |
| GMAY FT Vest U.S. Equity Moderate | 0.97% | 14,159 | $522K | New |
| SPEM State Street SP PTF Em ETF | 0.91% | 12,714 | $488K | Reduce -55.4% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.88% | 5,426 | $471K | Reduce -40.1% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.86% | 5,774 | $463K | Reduce -39.7% |
| GOVT iShares US Treasury Bond ETF | 0.85% | 19,886 | $457K | Reduce -64.6% |
| BUFG FT Vest Buffered Allocation | 0.79% | 17,392 | $426K | Reduce -51.6% |
| GOOGL Alphabet Inc. Class A | 0.77% | 2,186 | $414K | Reduce -66.4% |
| BUFT FT Vest Buffered Allocation | 0.77% | 18,400 | $413K | Reduce -68.5% |
| AMZN Amazon.com Inc. | 0.66% | 1,629 | $357K | Reduce -72.5% |
| SPMB SS SPDR P Mort Back Bond ETF | 0.66% | 16,410 | $354K | Reduce -61.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.66% | 3,865 | $353K | Reduce -44.9% |
| VYM Vanguard High DVD Yield ETF | 0.65% | 2,735 | $349K | Reduce -29.6% |
| SIXO Allian US Equ 6 Mon BU10-Usd | 0.64% | 10,673 | $346K | Reduce -77.6% |
| VCIT Vanguard Int-Term Corporate | 0.63% | 4,213 | $338K | Reduce -57.9% |
| KO The Coca-Cola Co. | 0.62% | 5,343 | $333K | Reduce -43.2% |
| PSFJ Pacer Swan Sos Flex July ETF | 0.59% | 10,865 | $317K | Reduce -37.4% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.58% | 3,546 | $309K | Reduce -43.4% |
| JQUA JPMorgan US Quality Factor | 0.56% | 5,256 | $301K | Reduce -72.5% |
| BSEP Innovator U.S. Equity Buffer | 0.55% | 6,914 | $297K | Reduce -28.4% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.55% | 5,882 | $295K | New |
| WMT Walmart Inc. | 0.55% | 3,252 | $294K | Reduce -38.9% |
| PSFD Pacer Swan Sos Flex January | 0.52% | 8,392 | $278K | Reduce -23.7% |
| MA Mastercard Inc. Class A | 0.52% | 527 | $278K | Reduce -57.0% |
| GFEB FT Vest US Equity Moderate B | 0.50% | 7,181 | $268K | New |
| TIP iShares Tips Bond ETF | 0.49% | 2,493 | $266K | Reduce -70.2% |
| NVDA Nvidia Corp. | 0.49% | 1,964 | $264K | Reduce -68.9% |
| KAPR Innovator U.S. Small Cap Pow | 0.49% | 8,020 | $262K | Reduce -6.1% |
| DNOV FT Vest US Equity Deep Buffe | 0.49% | 6,100 | $261K | Reduce -35.1% |
| V Visa Inc. Class A | 0.48% | 817 | $258K | Reduce -59.5% |
| MMM 3M Co. | 0.48% | 1,980 | $256K | Reduce -0.3% |
| IAPR Innovator International Deve | 0.47% | 9,398 | $251K | No change |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.44% | 5,552 | $237K | Reduce -72.8% |
| WFC Wells Fargo & Co. | 0.44% | 3,338 | $234K | Reduce -78.0% |
| NFLT Virtus Newfleet Multi-Sector | 0.43% | 10,257 | $230K | Reduce -22.6% |
| SPSB SS SPDR P St C Corp. ETF | 0.42% | 7,614 | $227K | Reduce -43.5% |
| FDEC FT Vest U.S. Equity Buffer E | 0.42% | 5,082 | $227K | Reduce -38.5% |
| ORCL Oracle Corp. | 0.42% | 1,353 | $225K | Reduce -44.7% |
| CVX Chevron Corp. | 0.41% | 1,528 | $221K | Reduce -49.5% |
| PSFO Pacer Swan Sos Flex Oct ETF | 0.39% | 7,262 | $208K | Reduce -31.7% |
| CSMD Congress Smid Growth ETF filed as PROFESIONALLY MANAGED PORTFO | 0.39% | 6,942 | $208K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.38% | 449 | $204K | Reduce -82.8% |
| STIP iShares 0-5 Year Tips Bond E | 0.37% | 1,965 | $198K | Reduce -56.7% |
| IEF iShares 7-10 Year Treasury B | 0.36% | 2,116 | $196K | Reduce -78.2% |
| GJUL FT Vest US Equity Moderate B | 0.34% | 4,992 | $183K | New |
| EAPR Innovator Emerging Markets P | 0.33% | 6,804 | $176K | Reduce -6.4% |
| GAPR FT Vest US Equity Moderate B | 0.33% | 4,677 | $175K | New |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.32% | 6,593 | $173K | Reduce -77.1% |
| ACN Accenture PLC Class A | 0.32% | 482 | $170K | Reduce -43.4% |
| PSFM Pacer Swan Sos Flex April | 0.31% | 5,699 | $169K | Reduce -63.3% |
| APH Amphenol Corp. Class A | 0.31% | 2,394 | $166K | Reduce -20.5% |
| VZ Verizon Communications Inc. | 0.30% | 4,095 | $164K | Reduce -51.1% |
| TMO Thermo Fisher Scientific Inc. | 0.30% | 314 | $163K | Reduce -48.7% |
| FAPR FT Vest U.S. Equity Buffer E | 0.30% | 3,933 | $162K | New |
| HD Home Depot Inc. | 0.30% | 415 | $161K | Reduce -66.8% |
| JNK SS SPDR BB High Yield Bond | 0.30% | 1,689 | $161K | Reduce -59.3% |
| PAPR Innovator U.S. Equity Power | 0.30% | 4,377 | $161K | Reduce -53.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.29% | 1,378 | $153K | Reduce -55.5% |
| PMAR Innovator U.S. Equity Power | 0.28% | 3,756 | $151K | Reduce -86.0% |
| GOOG Alphabet Inc. Class C | 0.27% | 766 | $146K | Reduce -63.5% |
| IUSG iShares Core S&P U.S. Growth | 0.26% | 1,014 | $141K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.26% | 2,818 | $141K | No change |
| POCT Innovator U.S. Equity Power | 0.26% | 3,511 | $139K | Reduce -48.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.26% | 1,614 | $139K | Reduce -51.8% |
| PSEP Innovator U.S. Equity Power | 0.26% | 3,523 | $138K | Reduce -44.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.25% | 1,120 | $135K | New |
| SHW The Sherwin-Williams Co. | 0.25% | 390 | $133K | Reduce -49.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.25% | 782 | $132K | No change |
| FFEB FT Vest US Equity Buffer ETF | 0.24% | 2,644 | $132K | Reduce -4.2% |
| PFE Pfizer Inc. | 0.24% | 4,878 | $129K | Reduce -30.6% |
| BMY Bristol-Myers Squibb Co. | 0.23% | 2,233 | $126K | Add +64.9% |
| ADBE Adobe Inc. | 0.22% | 270 | $120K | Reduce -60.7% |
| FAST Fastenal Co. | 0.22% | 1,658 | $119K | Reduce -26.9% |
| NFLX Netflix Inc. | 0.22% | 132 | $118K | Reduce -72.0% |
| UOCT Innovator U.S. Equity Ultra | 0.22% | 3,317 | $117K | Reduce -41.5% |
| FMAY FT Vest US Equity Buffer ETF | 0.21% | 2,401 | $114K | Reduce -20.7% |
| GAUG FT Vest US Equity Moderate B | 0.21% | 3,195 | $113K | New |
| UL Unilever PLC | 0.21% | 1,975 | $112K | Reduce -55.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 190 | $111K | No change |
| ZTS Zoetis Inc. | 0.20% | 661 | $108K | Reduce -27.4% |
| JNJ Johnson & Johnson | 0.20% | 744 | $108K | Reduce -41.7% |
| UMAR Innovator U.S. Equity Ultra | 0.20% | 2,989 | $107K | Reduce -15.0% |
| PJUN Innovator U.S. Equity Power | 0.20% | 2,802 | $105K | Reduce -31.5% |
| T AT&T Inc. | 0.19% | 4,602 | $105K | Reduce -43.4% |
| NOW ServiceNow Inc. | 0.19% | 98 | $104K | Reduce -56.8% |
| IJAN Innovator International Deve | 0.19% | 3,303 | $100K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| GBCI Glacier Bancorp Inc. | Sold out | 0.00% | −1.60 |
| GLDM SPDR Gold Minishares Trust | Sold out | 0.00% | −1.10 |
| PFEB Innovator U.S. Equity Power | Reduce -91.7% | 0.17% | −0.73 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -82.8% | 0.38% | −0.62 |
| PJAN Innovator U.S. Equity Power | Reduce -98.4% | 0.02% | −0.61 |
| SIXO Allian US Equ 6 Mon BU10-Usd | Reduce -77.6% | 0.64% | −0.61 |
| PMAR Innovator U.S. Equity Power | Reduce -86.0% | 0.28% | −0.59 |
| QUAL iShares MSCI USA Quality Fac | Reduce -94.0% | 0.09% | −0.58 |
| IMCB iShares Morningstar Mid-Cap | Sold out | 0.00% | −0.48 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.47 |
| RTX RTX Corp. | Sold out | 0.00% | −0.46 |
| INDA iShares MSCI India ETF | Reduce -91.3% | 0.09% | −0.43 |
| IEF iShares 7-10 Year Treasury B | Reduce -78.2% | 0.36% | −0.42 |
| BFEB Innovator U.S. Equity Buffer | Reduce -87.1% | 0.18% | −0.42 |
| VIG Vanguard Dividend Apprec ETF | Reduce -86.1% | 0.18% | −0.39 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -77.1% | 0.32% | −0.37 |
| JQUA JPMorgan US Quality Factor | Reduce -72.5% | 0.56% | −0.33 |
| ZION Zions Bancorp NA | Sold out | 0.00% | −0.32 |
| BUFT FT Vest Buffered Allocation | Reduce -68.5% | 0.77% | −0.30 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -72.8% | 0.44% | −0.29 |
| WFC Wells Fargo & Co. | Reduce -78.0% | 0.44% | −0.27 |
| TIP iShares Tips Bond ETF | Reduce -70.2% | 0.49% | −0.27 |
| AMZN Amazon.com Inc. | Reduce -72.5% | 0.66% | −0.25 |
| GOVT iShares US Treasury Bond ETF | Reduce -64.6% | 0.85% | −0.24 |
| GSLC Goldman Activebeta US LC ETF | Sold out | 0.00% | −0.23 |
| IBM Intl Business Machines Corp. | Reduce -88.3% | 0.08% | −0.23 |
| SBUX Starbucks Corp. | Reduce -85.9% | 0.10% | −0.23 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.21 |
| FSK FS KKR Capital Corp. | Reduce -97.1% | 0.02% | −0.21 |
| PEP Pepsico Inc. | Reduce -85.8% | 0.08% | −0.20 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -59.0% | 1.57% | −0.18 |
| CCIF Carlyle Credit Income Fund | Sold out | 0.00% | −0.18 |
| JULT All US Equ BUF10 Jul ETF-Usd | Sold out | 0.00% | −0.18 |
| LOW Lowe's Cos Inc. | Reduce -79.5% | 0.13% | −0.18 |
| BJAN Innovator U.S. Equity Buffer | Sold out | 0.00% | −0.17 |
| IVV iShares Core S&P 500 ETF | Reduce -61.3% | 1.37% | −0.17 |
| CSCO Cisco Systems Inc. | Reduce -89.2% | 0.06% | −0.17 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.16 |
| USHY iShares Broad Usd High Yield | Reduce -85.5% | 0.07% | −0.15 |
| NVDA Nvidia Corp. | Reduce -68.9% | 0.49% | −0.14 |
| SPMB SS SPDR P Mort Back Bond ETF | Reduce -61.7% | 0.66% | −0.14 |
| CAT Caterpillar Inc. | Reduce -84.1% | 0.07% | −0.14 |
| JBBB Janus Henderson B-BBB Clo Et | Reduce -91.5% | 0.03% | −0.13 |
| PAUG Innovator U.S. Equity Power | Reduce -78.1% | 0.14% | −0.13 |
| FAUG FT Vest U.S. Equity Buffer E | Reduce -81.9% | 0.09% | −0.13 |
| AFL Aflac Inc. | Sold out | 0.00% | −0.13 |
| BAPR Innovator U.S. Equity Buffer | Sold out | 0.00% | −0.12 |
| GOOGL Alphabet Inc. Class A | Reduce -66.4% | 0.77% | −0.12 |
| HD Home Depot Inc. | Reduce -66.8% | 0.30% | −0.12 |
| PSFF Pacer Swan Sos Fund of Funds | Sold out | 0.00% | −0.11 |
Portfolio Buys Q3 2024 → Q4 2024
| GMAY FT Vest U.S. Equity Moderate | New | 0.97% | +0.97 |
| XHLF Bondbloxx BBG 6 MTH US Treas | New | 0.55% | +0.55 |
| GFEB FT Vest US Equity Moderate B | New | 0.50% | +0.50 |
| CSMD Congress Smid Growth ETF | New | 0.39% | +0.39 |
| GJUL FT Vest US Equity Moderate B | New | 0.34% | +0.34 |
| GAPR FT Vest US Equity Moderate B | New | 0.33% | +0.33 |
| FAPR FT Vest U.S. Equity Buffer E | New | 0.30% | +0.30 |
| TJX TJX Companies Inc. | New | 0.25% | +0.25 |
| GAUG FT Vest US Equity Moderate B | New | 0.21% | +0.21 |
| BMY Bristol-Myers Squibb Co. | Add +64.9% | 0.23% | +0.18 |
| SHLD Global X Defense Tech ETF | New | 0.16% | +0.16 |
| MAYW Alianzim US Eq BFR20 May-Usd | New | 0.15% | +0.15 |
| SHY iShares 1-3 Year Treasury Bo | New | 0.15% | +0.15 |
| APRQ Innovator Prem Inc. 40 Bar-Ap | New | 0.13% | +0.13 |
| TPL Texas Pacific Land Corp. | New | 0.13% | +0.13 |
| GJUN FT Vest US Equity Moderate B | New | 0.12% | +0.12 |
| SIXP Allian US Equ 6 Mon BU10-Usd | New | 0.12% | +0.12 |
| GMAR FT Vest US Equity Moderate B | New | 0.11% | +0.11 |
| UNH Unitedhealth Group Inc. | New | 0.10% | +0.10 |
| CTVA Corteva Inc. | Add +481.0% | 0.11% | +0.10 |
| MKC McCormick & Co.-Non VTG SHRS | New | 0.10% | +0.10 |
| VXUS Vanguard Total Intl Stock | New | 0.08% | +0.08 |
| ASML ASML Holding NV-NY Reg SHS | Add +95.5% | 0.11% | +0.08 |
| JKHY Jack Henry & Associates Inc. | New | 0.08% | +0.08 |
| USDU Wisdomtree BBG Usd Bullish | New | 0.08% | +0.08 |
| PG The Procter & Gamble Co. | New | 0.07% | +0.07 |
| FCX Freeport-McMoran Inc. | New | 0.07% | +0.07 |
| JPEF JPMorgan Equity Focus ETF | New | 0.06% | +0.06 |
| GOCT FT Vest US Equity Moderate B | New | 0.06% | +0.06 |
| ZAUG Innov Eq Protect ETF - 1 Aug | New | 0.06% | +0.06 |
| SOLV Solventum Corp. | New | 0.06% | +0.06 |
| GJAN FT Vest US Equity Moderate B | New | 0.06% | +0.06 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.05% | +0.05 |
| CSGP Costar Group Inc. | Add +307.3% | 0.06% | +0.05 |
| KOCT Innovator U.S. Small Cap Pow | Add +387.4% | 0.05% | +0.05 |
| HELO JPMorgan Hedged Equity ETF | New | 0.04% | +0.04 |
| KSEP Inv US SML Cap P B ETF - Sep | New | 0.04% | +0.04 |
| GNOV FT Vest US Equity Moderate B | New | 0.04% | +0.04 |
| KNOV Inn US SML CP Pow B ETF - No | New | 0.04% | +0.04 |
| AMD Advanced Micro Devices | New | 0.03% | +0.03 |
| FEBW Alianzim US Eq BFR20 Feb-Usd | New | 0.02% | +0.02 |
| WBD Warner Bros Discovery Inc. | New | 0.02% | +0.02 |
| MNST Monster Beverage Corp. | New | 0.02% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +144.2% | 0.02% | +0.02 |
| NLY Annaly Capital Management Inc. | New | 0.01% | +0.01 |
| GEV GE Vernova Inc. | New | 0.01% | +0.01 |
| FSS Federal Signal Corp. | New | 0.01% | +0.01 |
| BN Brookfield Corp. | New | 0.01% | +0.01 |
| ORLY O'reilly Automotive Inc. | Add +14.3% | 0.02% | +0.01 |
| TECH Bio-Techne Corp. | Add +29.7% | 0.02% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 857 | $98.5M | CLIP, BIL, SPYG, BUFR, SPDW |
| Q1 2026 | 771 | $97.7M | BUFR, CLIP, BIL, SPYG, AAPL |
| Q4 2025 | 832 | $96.0M | BUFR, CLIP, SPYG, BIL, AAPL |
| Q3 2025 | 837 | $91.4M | BUFR, CLIP, SPYG, AAPL, BIL |
| Q2 2025 | 820 | $82.2M | BUFR, BIL, SPYG, BUFF, AAPL |
| Q1 2025 | 776 | $76.2M | BUFR, AAPL, SPYG, BUFF, JPST |
| Q4 2024 | 479 | $53.8M | BUFR, SPYG, AAPL, BUFF, HYD |
| Q3 2024 | 813 | $121.1M | BUFR, SPYG, SPYV, BUFF, HYD |
| Q2 2024 | 943 | $133.8M | BUFR, AAPL, SPYG, BUFF, SPYV |
| Q1 2024 | 123 | $100.4M | BUFR, BUFF, HYD, SPDW, SPYG |