Portfolio (Quarterly)
Guide ↗
Financial Network Wealth Advisors LLC
· CIK 0002012031| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | TILE | INTERFACE INC | Consumer Cyclical | 85 | $2K | 0.00% | SOLD |
| 22 | BRO | BROWN BROWN INC | Financial Services | 31 | $2K | 0.00% | SOLD |
| 23 | COKE | COCA COLA CONS INC | Consumer Defensive | 10 | $2K | 0.00% | SOLD |
| 24 | PSK | SPDR SER TR | — | 57 | $2K | 0.00% | SOLD |
| 25 | PEN | PENUMBRA INC | Healthcare | 5 | $2K | 0.00% | SOLD |
| 26 | PBH | PRESTIGE CONSMR HEALTHCARE I | Healthcare | 25 | $1K | 0.00% | SOLD |
| 27 | YETI | YETI HLDGS INC | Consumer Cyclical | 40 | $1K | 0.00% | SOLD |
| 28 | NU | NU HLDGS LTD | Financial Services | 100 | $1K | 0.00% | SOLD |
| 29 | AZTA | AZENTA INC | Healthcare | 63 | $1K | 0.00% | SOLD |
| 30 | PTC | PTC INC | Technology | 9 | $1K | 0.00% | SOLD |
| 31 | RIVN | RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 80 | $1K | 0.00% | SOLD |
| 32 | PODD | INSULET CORP | Healthcare | 5 | $1K | 0.00% | SOLD |
| 33 | MORN | MORNINGSTAR INC | Financial Services | 5 | $845.0 | 0.00% | SOLD |
| 34 | SURG | SURGEPAYS INC | Technology | 1,000 | $751.0 | 0.00% | SOLD |
| 35 | TRV | TRAVELERS COMPANIES INC | Financial Services | 2 | $583.0 | 0.00% | SOLD |
| 36 | KD | KYNDRYL HLDGS INC | Technology | 40 | $525.0 | 0.00% | SOLD |
| 37 | PEBK | PEOPLES BANCORP N C INC | Financial Services | 13 | $509.0 | 0.00% | SOLD |
Sector Allocation
Technology
29.5%
Financial Services
13.3%
Healthcare
12.1%
Industrials
10.9%
Consumer Cyclical
9.9%
Communication Services
7.1%
Energy
6.1%
Consumer Defensive
5.9%
Utilities
2.2%
Basic Materials
1.6%