Financial Network Wealth Management LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 4, 2024
Value $
$279M
Signature - Title
Rod Ehrlich - Consultant
Location
Draper, UT
Summary
This page shows a list of all the recent 13F filings made by Financial Network Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Financial Network Wealth Management LLC reported 113 stock holdings with total value $279M as of Q3 2024. Top holdings included ESGD, ESGV, NVDA, AAPL, and EAGG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 113 $279M +$6.12M -$2.77M +$3.35M ESGD, ESGV, NVDA, AAPL, EAGG 13F-HR 11/4/2024, 12:32 PM
Q2 2024 106 $263M +$58.9M -$1.24M +$57.6M ESGD, ESGV, NVDA, AAPL, EAGG 13F-HR 8/9/2024, 12:21 PM
Q1 2024 43 $211M +$31.9M -$65.1M -$33.3M ESGD, ESGV, NVDA, EAGG, AAPL 13F-HR 5/9/2024, 02:14 PM
Q4 2023 108 $231M +$12.6M -$8.46M +$4.16M ESGV, AAPL, EAGG, MSFT, ESGD 13F-HR 1/9/2024, 08:08 PM
Q3 2023 101 $205M +$8.32M -$5M +$3.33M ESGV, AAPL, MSFT, ESGD, EAGG 13F-HR 11/2/2023, 04:08 PM
Q2 2023 101 $216M +$9.4M -$13.7M -$4.33M ESGV, AAPL, MSFT, IVV, QQQ 13F-HR 7/31/2023, 03:31 PM
Q1 2023 97 $202M +$4.92M -$3.82M +$1.1M ESGV, AAPL, ESGD, MSFT, IXUS 13F-HR 5/4/2023, 03:50 PM
Q4 2022 103 $185M +$28M -$12.7M +$15.3M ESGV, ESGD, AAPL, IVV, IXUS 13F-HR 2/9/2023, 07:50 PM
Q3 2022 90 $160M +$8.94M -$6.13M +$2.81M ESGV, AAPL, EAGG, ESGD, IXUS 13F-HR 11/8/2022, 04:55 PM
Q2 2022 92 $167M +$14M -$10.5M +$3.56M EAGG, ESGV, AAPL, BNDC, ESGD 13F-HR 8/8/2022, 05:53 PM
Q1 2022 112 $192M +$10.9M -$5.61M +$5.31M AAPL, EAGG, BNDC, IVV, ESGV 13F-HR 5/9/2022, 02:23 PM
Q4 2021 115 $197M +$10.7M -$3.12M +$7.56M BNDC, AAPL, EAGG, IVV, ESGV 13F-HR 1/27/2022, 01:06 PM
Q3 2021 108 $175M +$9.46M -$1.07M +$8.38M BNDC, EAGG, AAPL, IXUS, ESGV 13F-HR 11/12/2021, 04:02 PM
Q2 2021 106 $170M +$9.19M -$1.72M +$7.47M BNDC, EAGG, AAPL, IXUS, ESGV 13F-HR 8/11/2021, 01:31 PM
Q1 2021 106 $153M +$23.4M -$901K +$22.5M BNDC, EAGG, AAPL, IXUS, ESGD 13F-HR 5/12/2021, 05:50 PM
Q4 2020 96 $128M $0 $0 AAPL, BNDC, IXUS, ESGD, ESGV 13F-HR 2/11/2021, 05:52 PM