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Portfolio (Quarterly) Guide ↗

Financial Network Wealth Advisors LLC

· CIK 0002012031
13F Portfolio $99M AUM 858 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 123 New 252 Added 202 Reduced 37 Exited
Page 9 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 HEICO CORP NEW 13.0 $3K 0.00% -9.0 -40.9% $258.15
162 ICLR ICON PLC Healthcare 19.0 $3K 0.00% -8.0 -29.6% $173.68 -3.3%
163 VOD VODAFONE GROUP PLC NEW Communication Services 249.0 $3K 0.00% -7.0 -2.7% $13.22 +20.9%
164 BAX BAXTER INTL INC Healthcare 154.0 $3K 0.00% -42.0 -21.4% $21.32 +24.5%
165 DOC HEALTHPEAK PROPERTIES INC Real Estate 148.0 $3K 0.00% -37.0 -20.0% $21.40 +1.3%
166 HLI HOULIHAN LOKEY INC Financial Services 24.0 $3K 0.00% -68.0 -73.9% $131.46 -1.8%
167 ODFL OLD DOMINION FREIGHT LINE IN Industrials 14.0 $3K 0.00% -11.0 -44.0% $218.43 -8.7%
168 NVT NVENT ELECTRIC PLC Industrials 18.0 $3K 0.00% -3.0 -14.3% $169.61 -8.2%
169 FITB FIFTH THIRD BANCORP Financial Services 50.0 $3K 0.00% -3.0 -5.7% $56.38 -1.8%
170 ZTS ZOETIS INC Healthcare 38.0 $3K 0.00% -379.0 -90.9% $72.42 +7.2%
171 TGT TARGET CORP Consumer Defensive 21.0 $3K 0.00% -3.0 -12.5% $130.62 +25.9%
172 PYPL PAYPAL HLDGS INC Financial Services 63.0 $3K 0.00% -247.0 -79.7% $43.17 +43.2%
173 WMS ADVANCED DRAIN SYS INC DEL Industrials 17.0 $3K 0.00% -13.0 -43.3% $156.94 -10.0%
174 YUMC YUM CHINA HLDGS INC Consumer Cyclical 63.0 $3K 0.00% -70.0 -52.6% $40.87 +15.7%
175 GL GLOBE LIFE INC Financial Services 14.0 $3K 0.00% -5.0 -26.3% $178.71 -2.1%
176 NDSN NORDSON CORP Industrials 8.0 $2K 0.00% -6.0 -42.9% $308.25 +8.5%
177 ALLE ALLEGION PLC Industrials 17.0 $2K 0.00% -2.0 -10.5% $140.47 +14.3%
178 LII LENNOX INTL INC Industrials 4.0 $2K 0.00% -3.0 -42.9% $579.75 -32.0%
179 MSCI MSCI INC Financial Services 4.0 $2K 0.00% -2.0 -33.3% $568.75 -0.9%
180 LPLA LPL FINL HLDGS INC Financial Services 8.0 $2K 0.00% -5.0 -38.5% $283.25 +26.7%
Page 9 of 11  ·  202 positions

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 29.5%
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%