Financial Network Wealth Advisors

MURRAY, UTfiles as Financial Network Wealth Advisors LLC

$99m in 858 US stocks at the end of 30 June 2026. The top 10 are 33.7% of the money. It changed about 12.7% of the portfolio this quarter.

Value

$99m

Stocks

858

Top 10 share

33.7%

Turnover

12.7%

What changed this quarter

New

Bought for the first time this quarter.

Spdr Series TrustSPYM
0.9% of the fund
Franklin Templeton ETF TRFLJP
0.7% of the fund
Ssga Active ETF TRRLY
0.3% of the fund
T Rowe Price Exchange-TradedTBUX
0.2% of the fund
First TR Exchange-Traded ALPFYX
<0.1% of the fund
Wisdomtree TRDTH
<0.1% of the fund
Fidelity Covington TrustFTEC
<0.1% of the fund
Ishares TRIGM
<0.1% of the fund
Alliant EnergyLNT
<0.1% of the fund
Vanguard Index FDSVUG
<0.1% of the fund
Innovator Etfs TrustAAPR
<0.1% of the fund
Entrepreneurshares Series TRXOVR
<0.1% of the fund
Fidelity Covington TrustFNCL
<0.1% of the fund
Invesco Exchange Traded FD TPXI
<0.1% of the fund
Fidelity Covington TrustFIDU
<0.1% of the fund
Fidelity Covington TrustFHLC
<0.1% of the fund
Calamos Strategic Total Return FundCSQ
<0.1% of the fund
Apollo Global ManagementAPO
<0.1% of the fund
Fidelity Covington TrustFDIS
<0.1% of the fund
First TR Exchange-Traded FDFDL
<0.1% of the fund
Franklin Templeton ETF TRFLKR
<0.1% of the fund
Ishares TRIWR
<0.1% of the fund
Fidelity Covington TrustFCOM
<0.1% of the fund
Smurfit WestrockSW
<0.1% of the fund
Innovator Etfs TrustIMAY
<0.1% of the fund

Added

Bought more of a stock they already held.

Global X FDSCLIP
7.6% of the fund
+19%
Spdr Series TrustSPYG
4.0% of the fund
+3%
Spdr Index SHS FDSSPDW
2.9% of the fund
+5%
Spdr Series TrustSPYV
2.5% of the fund
+7%
Ishares TRIVV
1.6% of the fund
+7%
MicrosoftMSFT
1.5% of the fund
+3%
Spdr Series TrustSPSM
1.2% of the fund
+7%
NvidiaNVDA
1.1% of the fund
+11%
Spdr Index SHS FDSSPEM
1.0% of the fund
+9%
Ishares TRIEF
1.0% of the fund
+9%
Ishares TRSHYG
0.8% of the fund
+17%
Spdr Series TrustSLYG
0.7% of the fund
+4%
Harbor ETF TrustHGER
0.7% of the fund
+49%
Spdr Series TrustSPMB
0.7% of the fund
+22%
Amazon.comAMZN
0.6% of the fund
+6%
J P Morgan Exchange Traded FJQUA
0.5% of the fund
+14%
Spdr Series TrustSPTL
0.5% of the fund
+22%
Ishares TRGOVT
0.5% of the fund
+15%
Vanguard Scottsdale FDSVCIT
0.5% of the fund
+16%
Vanguard Star FDSVXUS
0.5% of the fund
+3%
Spdr Series TrustSPSB
0.5% of the fund
+19%
Vanguard Intl Equity Index FVT
0.4% of the fund
+45%
World Gold TRGLDM
0.4% of the fund
+8%
Ishares TRSTIP
0.4% of the fund
+9%
Innovator Etfs TrustPAPR
0.4% of the fund
+2%

Cut

Sold some of their stake.

Spdr Series TrustBIL
5.5% of the fund
-13%
First TR Exchng Traded FD VIBUFR
3.4% of the fund
-69%
Innovator Etfs TrustBUFF
1.9% of the fund
-7%
Pacer FDS TRPSFF
1.4% of the fund
-4%
First TR Exchng Traded FD VIBUFT
1.1% of the fund
-6%
AbbVieABBV
1.0% of the fund
-3%
McDonald'sMCD
1.0% of the fund
-3%
Vaneck ETF TrustHYD
0.9% of the fund
-12%
ExxonMobil HoldingsXOM
0.8% of the fund
-3%
First TR Exchange-Traded FDLMBS
0.7% of the fund
-4%
Pacer FDS TRPSFD
0.6% of the fund
-15%
First TR Exchng Traded FD VIGMAY
0.5% of the fund
-3%
Snap-onSNA
0.5% of the fund
-12%
AmphenolAPH
0.4% of the fund
-19%
Pacer FDS TRPSFJ
0.4% of the fund
-27%
Pacer FDS TRPSFO
0.4% of the fund
-5%
Spdr Series TrustJNK
0.3% of the fund
-5%
Abbott LaboratoriesABT
0.3% of the fund
-14%
Verizon CommunicationsVZ
0.3% of the fund
-13%
WalmartWMT
0.3% of the fund
-12%
First TR Exchng Traded FD VIFAUG
0.2% of the fund
-3%
Novo Nordisk A SNVO
0.2% of the fund
-4%
Profesionally Managed PortfoCSMD
0.2% of the fund
-15%
First TR Exchng Traded FD VIGAUG
0.2% of the fund
-2%
ASML Holding NVASML
0.2% of the fund
-9%

Sold out

Sold their entire stake.

Bondbloxx ETF TrustXHLF
-100%
Invesco Actvely Mngd ETC FDPDBC
-100%
Honeywell InternationalHON
-100%
Thomson Reuters
-100%
Ishares TRTLT
-100%
AESAES
-100%
Ishares TRIVW
-100%
MID America Apartment CommunitiesMAA
-100%
Carnival
-100%
Boston ScientificBSX
-100%
HealthequityHQY
-100%
Direxion Shares ETF TrustTYD
-100%
Neos ETF TrustSPYI
-100%
Coterra EnergyCTRA
-100%
Innovator Etfs TrustKJUL
-100%
Primoris ServicesPRIM
-100%
Alibaba Group HldgBABA
-100%
Moody'sMCO
-100%
CalixCALX
-100%
Universal DisplayOLED
-100%
InterfaceTILE
-100%
Brown & BrownBRO
-100%
Coca-Cola ConsolidatedCOKE
-100%
Spdr Series TrustPSK
-100%
PenumbraPEN
-100%

Holdings

Global X FDSCLIP
Share
7.6%
Value
$7m
Shares
74,694
+19%
Spdr Series TrustBIL
Share
5.5%
Value
$5m
Shares
58,660
-13%
Spdr Series TrustSPYG
Share
4.0%
Value
$4m
Shares
33,345
+3%
First TR Exchng Traded FD VIBUFR
Share
3.4%
Value
$3m
Shares
91,141
-69%
Spdr Index SHS FDSSPDW
Share
2.9%
Value
$3m
Shares
56,673
+5%
AppleAAPL
Share
2.8%
Value
$3m
Shares
9,619
Held
Spdr Series TrustSPYV
Share
2.5%
Value
$2m
Shares
40,498
+7%
Innovator Etfs TrustBUFF
Share
1.9%
Value
$2m
Shares
36,102
-7%
Ishares TRIVV
Share
1.6%
Value
$2m
Shares
2,047
+7%
MicrosoftMSFT
Share
1.5%
Value
$1m
Shares
3,976
+3%
Pacer FDS TRPSFF
Share
1.4%
Value
$1m
Shares
41,369
-4%
Spdr Series TrustSPSM
Share
1.2%
Value
$1m
Shares
20,668
+7%
First TR Exchng Traded FD VIBUFT
Share
1.1%
Value
$1m
Shares
43,765
-6%
NvidiaNVDA
Share
1.1%
Value
$1m
Shares
5,636
+11%
Spdr Index SHS FDSSPEM
Share
1.0%
Value
$1m
Shares
19,766
+9%
Ishares TRIEF
Share
1.0%
Value
$993,931
Shares
10,510
+9%
AbbVieABBV
Share
1.0%
Value
$968,935
Shares
3,850
-3%
McDonald'sMCD
Share
1.0%
Value
$952,108
Shares
3,522
-3%
AlphabetGOOGL
Share
1.0%
Value
$948,817
Shares
2,655
Held
Vaneck ETF TrustHYD
Share
0.9%
Value
$846,309
Shares
16,430
-12%
Spdr Series TrustSPYM
Share
0.9%
Value
$839,518
Shares
9,553
New
Berkshire HathawayBRK-B
Share
0.8%
Value
$806,629
Shares
1,612
Held
ExxonMobil HoldingsXOM
Share
0.8%
Value
$789,450
Shares
5,774
-3%
Ishares TRSHYG
Share
0.8%
Value
$778,224
Shares
18,350
+17%
Spdr Series TrustSLYG
Share
0.7%
Value
$713,758
Shares
5,991
+4%
Harbor ETF TrustHGER
Share
0.7%
Value
$711,935
Shares
24,265
+49%
Spdr Series TrustSPMB
Share
0.7%
Value
$711,533
Shares
31,893
+22%
First TR Exchange-Traded FDLMBS
Share
0.7%
Value
$647,240
Shares
13,002
-4%
Franklin Templeton ETF TRFLJP
Share
0.7%
Value
$642,201
Shares
16,156
New
Pacer FDS TRPSFD
Share
0.6%
Value
$617,256
Shares
15,494
-15%
Spdr Series TrustMDYG
Share
0.6%
Value
$554,104
Shares
4,943
Held
Amazon.comAMZN
Share
0.6%
Value
$546,514
Shares
2,293
+6%
J P Morgan Exchange Traded FJQUA
Share
0.5%
Value
$537,061
Shares
7,430
+14%
First TR Exchng Traded FD VIGMAY
Share
0.5%
Value
$529,736
Shares
12,308
-3%
Vanguard Whitehall FDSVYM
Share
0.5%
Value
$517,802
Shares
3,277
Held
Spdr Series TrustSPTL
Share
0.5%
Value
$517,098
Shares
19,714
+22%
Ishares TRGOVT
Share
0.5%
Value
$516,742
Shares
22,684
+15%
Vanguard Scottsdale FDSVCIT
Share
0.5%
Value
$510,694
Shares
6,179
+16%
Spdr Series TrustMDYV
Share
0.5%
Value
$509,045
Shares
5,367
Held
Snap-onSNA
Share
0.5%
Value
$476,949
Shares
1,185
-12%
Vanguard Star FDSVXUS
Share
0.5%
Value
$471,477
Shares
5,515
+3%
Spdr Series TrustSPSB
Share
0.5%
Value
$468,876
Shares
15,624
+19%
Vanguard Intl Equity Index FVT
Share
0.4%
Value
$430,200
Shares
2,741
+45%
Coca-ColaKO
Share
0.4%
Value
$428,533
Shares
5,273
Held
AmphenolAPH
Share
0.4%
Value
$411,580
Shares
2,334
-19%
Innovator Etfs TrustIAPR
Share
0.4%
Value
$409,180
Shares
12,321
Held
First TR Exchng Traded FD VIDNOV
Share
0.4%
Value
$398,835
Shares
7,767
Held
World Gold TRGLDM
Share
0.4%
Value
$398,609
Shares
5,019
+8%
Ishares TRSTIP
Share
0.4%
Value
$392,397
Shares
3,841
+9%
Innovator Etfs TrustEALT
Share
0.4%
Value
$383,451
Shares
10,693
Held
Innovator Etfs TrustPAPR
Share
0.4%
Value
$377,985
Shares
8,957
+2%
Innovator Etfs TrustBALT
Share
0.4%
Value
$373,509
Shares
10,899
Held
Pacer FDS TRPSFJ
Share
0.4%
Value
$372,485
Shares
10,591
-27%
AIM ETF Products TrustSIXO
Share
0.4%
Value
$370,681
Shares
10,334
Held
Pacer FDS TRPSFO
Share
0.4%
Value
$367,547
Shares
10,612
-5%
Innovator Etfs TrustBSEP
Share
0.4%
Value
$348,018
Shares
6,600
Held
Innovator Etfs TrustKAPR
Share
0.3%
Value
$343,753
Shares
8,637
Held
Spdr Series TrustSLYV
Share
0.3%
Value
$334,204
Shares
3,063
Held
RTXRTX
Share
0.3%
Value
$330,510
Shares
1,742
+2%
Innovator Etfs TrustPOCT
Share
0.3%
Value
$324,267
Shares
6,987
+3%
Wells Fargo & CompanyWFC
Share
0.3%
Value
$322,874
Shares
3,907
Held
First TR Exchng Traded FD VIFDEC
Share
0.3%
Value
$321,357
Shares
5,900
Held
3MMMM
Share
0.3%
Value
$320,906
Shares
1,982
Held
Meta PlatformsMETA
Share
0.3%
Value
$320,675
Shares
569
+7%
BroadcomAVGO
Share
0.3%
Value
$318,066
Shares
842
+37%
First TR Exchng Traded FD VIGFEB
Share
0.3%
Value
$315,954
Shares
7,176
Held
VisaV
Share
0.3%
Value
$315,643
Shares
920
+3%
Spdr Series TrustJNK
Share
0.3%
Value
$313,684
Shares
3,255
-5%
ChevronCVX
Share
0.3%
Value
$312,955
Shares
1,888
+4%
AlphabetGOOG
Share
0.3%
Value
$310,633
Shares
879
Held
Advanced Micro DevicesAMD
Share
0.3%
Value
$295,683
Shares
509
+23%
Spdr Gold TRGLD
Share
0.3%
Value
$295,441
Shares
802
+8%
Etfis SER TR INFLT
Share
0.3%
Value
$294,288
Shares
12,823
Held
Abbott LaboratoriesABT
Share
0.3%
Value
$292,401
Shares
3,222
-14%
Innovator Etfs TrustPJUL
Share
0.3%
Value
$291,396
Shares
5,970
Held
Ssga Active ETF TRRLY
Share
0.3%
Value
$286,951
Shares
8,315
New
Invesco QQQ TRQQQ
Share
0.3%
Value
$283,516
Shares
385
+301%
First TR Exchng Traded FD VIEIPI
Share
0.3%
Value
$280,667
Shares
12,851
Held
TeslaTSLA
Share
0.3%
Value
$266,240
Shares
633
Held
Verizon CommunicationsVZ
Share
0.3%
Value
$259,304
Shares
6,124
-13%
WalmartWMT
Share
0.3%
Value
$258,385
Shares
2,281
-12%
First TR Exchng Traded FD VIFAPR
Share
0.3%
Value
$247,582
Shares
5,297
Held
First TR Exchng Traded FD VIFAUG
Share
0.2%
Value
$242,237
Shares
4,287
-3%
Innovator Etfs TrustEAPR
Share
0.2%
Value
$239,743
Shares
7,285
Held
Novo Nordisk A SNVO
Share
0.2%
Value
$236,919
Shares
4,942
-4%
Innovator Etfs TrustPMAR
Share
0.2%
Value
$236,269
Shares
4,946
+9%
T Rowe Price Exchange-TradedTBUX
Share
0.2%
Value
$230,783
Shares
4,637
New
Johnson & JohnsonJNJ
Share
0.2%
Value
$228,065
Shares
898
Held
Profesionally Managed PortfoCSMD
Share
0.2%
Value
$220,363
Shares
6,039
-15%
Innovator Etfs TrustUOCT
Share
0.2%
Value
$219,486
Shares
5,339
Held
Innovator Etfs TrustPJAN
Share
0.2%
Value
$219,389
Shares
4,433
+4%
American Centy ETF TRAVUV
Share
0.2%
Value
$218,954
Shares
1,755
+7%
First TR Exchng Traded FD VIGAUG
Share
0.2%
Value
$217,414
Shares
5,249
-2%
JPMorgan ChaseJPM
Share
0.2%
Value
$216,038
Shares
660
+9%
Uscf ETF TRSDCI
Share
0.2%
Value
$215,354
Shares
8,145
+5%
ASML Holding NVASML
Share
0.2%
Value
$206,902
Shares
104
-9%
Home DepotHD
Share
0.2%
Value
$206,379
Shares
585
Held
MastercardMA
Share
0.2%
Value
$204,942
Shares
399
-11%
Innovator Etfs TrustKJAN
Share
0.2%
Value
$204,240
Shares
4,476
Held
First TR Exchng Traded FD VIFMAY
Share
0.2%
Value
$200,184
Shares
3,562
Held

Company	Share of fund	Value	Shares	Change
Global X FDSCLIP	7.6%	$7m	74,694	+19%
Spdr Series TrustBIL	5.5%	$5m	58,660	-13%
Spdr Series TrustSPYG	4.0%	$4m	33,345	+3%
First TR Exchng Traded FD VIBUFR	3.4%	$3m	91,141	-69%
Spdr Index SHS FDSSPDW	2.9%	$3m	56,673	+5%
AppleAAPL	2.8%	$3m	9,619	Held
Spdr Series TrustSPYV	2.5%	$2m	40,498	+7%
Innovator Etfs TrustBUFF	1.9%	$2m	36,102	-7%
Ishares TRIVV	1.6%	$2m	2,047	+7%
MicrosoftMSFT	1.5%	$1m	3,976	+3%
Pacer FDS TRPSFF	1.4%	$1m	41,369	-4%
Spdr Series TrustSPSM	1.2%	$1m	20,668	+7%
First TR Exchng Traded FD VIBUFT	1.1%	$1m	43,765	-6%
NvidiaNVDA	1.1%	$1m	5,636	+11%
Spdr Index SHS FDSSPEM	1.0%	$1m	19,766	+9%
Ishares TRIEF	1.0%	$993,931	10,510	+9%
AbbVieABBV	1.0%	$968,935	3,850	-3%
McDonald'sMCD	1.0%	$952,108	3,522	-3%
AlphabetGOOGL	1.0%	$948,817	2,655	Held
Vaneck ETF TrustHYD	0.9%	$846,309	16,430	-12%
Spdr Series TrustSPYM	0.9%	$839,518	9,553	New
Berkshire HathawayBRK-B	0.8%	$806,629	1,612	Held
ExxonMobil HoldingsXOM	0.8%	$789,450	5,774	-3%
Ishares TRSHYG	0.8%	$778,224	18,350	+17%
Spdr Series TrustSLYG	0.7%	$713,758	5,991	+4%
Harbor ETF TrustHGER	0.7%	$711,935	24,265	+49%
Spdr Series TrustSPMB	0.7%	$711,533	31,893	+22%
First TR Exchange-Traded FDLMBS	0.7%	$647,240	13,002	-4%
Franklin Templeton ETF TRFLJP	0.7%	$642,201	16,156	New
Pacer FDS TRPSFD	0.6%	$617,256	15,494	-15%
Spdr Series TrustMDYG	0.6%	$554,104	4,943	Held
Amazon.comAMZN	0.6%	$546,514	2,293	+6%
J P Morgan Exchange Traded FJQUA	0.5%	$537,061	7,430	+14%
First TR Exchng Traded FD VIGMAY	0.5%	$529,736	12,308	-3%
Vanguard Whitehall FDSVYM	0.5%	$517,802	3,277	Held
Spdr Series TrustSPTL	0.5%	$517,098	19,714	+22%
Ishares TRGOVT	0.5%	$516,742	22,684	+15%
Vanguard Scottsdale FDSVCIT	0.5%	$510,694	6,179	+16%
Spdr Series TrustMDYV	0.5%	$509,045	5,367	Held
Snap-onSNA	0.5%	$476,949	1,185	-12%
Vanguard Star FDSVXUS	0.5%	$471,477	5,515	+3%
Spdr Series TrustSPSB	0.5%	$468,876	15,624	+19%
Vanguard Intl Equity Index FVT	0.4%	$430,200	2,741	+45%
Coca-ColaKO	0.4%	$428,533	5,273	Held
AmphenolAPH	0.4%	$411,580	2,334	-19%
Innovator Etfs TrustIAPR	0.4%	$409,180	12,321	Held
First TR Exchng Traded FD VIDNOV	0.4%	$398,835	7,767	Held
World Gold TRGLDM	0.4%	$398,609	5,019	+8%
Ishares TRSTIP	0.4%	$392,397	3,841	+9%
Innovator Etfs TrustEALT	0.4%	$383,451	10,693	Held
Innovator Etfs TrustPAPR	0.4%	$377,985	8,957	+2%
Innovator Etfs TrustBALT	0.4%	$373,509	10,899	Held
Pacer FDS TRPSFJ	0.4%	$372,485	10,591	-27%
AIM ETF Products TrustSIXO	0.4%	$370,681	10,334	Held
Pacer FDS TRPSFO	0.4%	$367,547	10,612	-5%
Innovator Etfs TrustBSEP	0.4%	$348,018	6,600	Held
Innovator Etfs TrustKAPR	0.3%	$343,753	8,637	Held
Spdr Series TrustSLYV	0.3%	$334,204	3,063	Held
RTXRTX	0.3%	$330,510	1,742	+2%
Innovator Etfs TrustPOCT	0.3%	$324,267	6,987	+3%
Wells Fargo & CompanyWFC	0.3%	$322,874	3,907	Held
First TR Exchng Traded FD VIFDEC	0.3%	$321,357	5,900	Held
3MMMM	0.3%	$320,906	1,982	Held
Meta PlatformsMETA	0.3%	$320,675	569	+7%
BroadcomAVGO	0.3%	$318,066	842	+37%
First TR Exchng Traded FD VIGFEB	0.3%	$315,954	7,176	Held
VisaV	0.3%	$315,643	920	+3%
Spdr Series TrustJNK	0.3%	$313,684	3,255	-5%
ChevronCVX	0.3%	$312,955	1,888	+4%
AlphabetGOOG	0.3%	$310,633	879	Held
Advanced Micro DevicesAMD	0.3%	$295,683	509	+23%
Spdr Gold TRGLD	0.3%	$295,441	802	+8%
Etfis SER TR INFLT	0.3%	$294,288	12,823	Held
Abbott LaboratoriesABT	0.3%	$292,401	3,222	-14%
Innovator Etfs TrustPJUL	0.3%	$291,396	5,970	Held
Ssga Active ETF TRRLY	0.3%	$286,951	8,315	New
Invesco QQQ TRQQQ	0.3%	$283,516	385	+301%
First TR Exchng Traded FD VIEIPI	0.3%	$280,667	12,851	Held
TeslaTSLA	0.3%	$266,240	633	Held
Verizon CommunicationsVZ	0.3%	$259,304	6,124	-13%
WalmartWMT	0.3%	$258,385	2,281	-12%
First TR Exchng Traded FD VIFAPR	0.3%	$247,582	5,297	Held
First TR Exchng Traded FD VIFAUG	0.2%	$242,237	4,287	-3%
Innovator Etfs TrustEAPR	0.2%	$239,743	7,285	Held
Novo Nordisk A SNVO	0.2%	$236,919	4,942	-4%
Innovator Etfs TrustPMAR	0.2%	$236,269	4,946	+9%
T Rowe Price Exchange-TradedTBUX	0.2%	$230,783	4,637	New
Johnson & JohnsonJNJ	0.2%	$228,065	898	Held
Profesionally Managed PortfoCSMD	0.2%	$220,363	6,039	-15%
Innovator Etfs TrustUOCT	0.2%	$219,486	5,339	Held
Innovator Etfs TrustPJAN	0.2%	$219,389	4,433	+4%
American Centy ETF TRAVUV	0.2%	$218,954	1,755	+7%
First TR Exchng Traded FD VIGAUG	0.2%	$217,414	5,249	-2%
JPMorgan ChaseJPM	0.2%	$216,038	660	+9%
Uscf ETF TRSDCI	0.2%	$215,354	8,145	+5%
ASML Holding NVASML	0.2%	$206,902	104	-9%
Home DepotHD	0.2%	$206,379	585	Held
MastercardMA	0.2%	$204,942	399	-11%
Innovator Etfs TrustKJAN	0.2%	$204,240	4,476	Held
First TR Exchng Traded FD VIFMAY	0.2%	$200,184	3,562	Held

Showing the largest 100 of 858.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 19.8% since 30 June 2025.

Where the money is

Technology8.5%

Health care3.6%

Industrials3.5%

Financial services3.2%

Retail & consumer2.8%

Media & telecom2.4%

Everyday goods1.9%

Energy1.7%

Utilities0.6%

Materials0.5%

Real estate0.4%

Other71.0%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.