• 13F History

Financial Network Wealth Management LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 11, 2025
Value $
$280M
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 115 stock holdings with total value $280M as of Q4 2024. Top holdings included ESGD, ESGV, NVDA, AAPL, and EAGG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 115 $280M +$5.61M -$3.49M +$2.13M ESGD, ESGV, NVDA, AAPL, EAGG 13F-HR 2/11/2025, 11:23 AM
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 107 $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 -$11.1M -$1.68M ESGV, AAPL, MSFT, IVV, QQQ 13F-HR 7/31/2023, 03:31 PM
Q1 2023 97 $202M +$4.92M -$1.79M +$3.14M ESGV, AAPL, ESGD, MSFT, IXUS 13F-HR 5/4/2023, 03:50 PM
Q4 2022 103 $185M +$28M -$9.3M +$18.7M ESGV, ESGD, AAPL, IVV, IXUS 13F-HR 2/9/2023, 06:50 PM
Q3 2022 88 $149M +$6.35M -$4.6M +$1.75M ESGV, AAPL, EAGG, ESGD, IXUS 13F-HR 11/8/2022, 03:55 PM
Q2 2022 91 $154M +$13.1M -$1.9M +$11.2M EAGG, ESGV, AAPL, ESGD, IXUS 13F-HR 8/8/2022, 05:53 PM
Q1 2022 111 $179M +$10.9M -$2M +$8.91M AAPL, EAGG, IVV, ESGV, IXUS 13F-HR 5/9/2022, 02:23 PM
Q4 2021 114 $181M +$9.84M -$1.77M +$8.07M AAPL, EAGG, IVV, ESGV, IXUS 13F-HR 1/27/2022, 12:06 PM
Q3 2021 108 $175M +$8.61M -$1.07M +$7.54M BNDC, EAGG, AAPL, IXUS, ESGV 13F-HR 11/12/2021, 04:02 PM
Q2 2021 106 $170M +$8.07M -$1.72M +$6.35M BNDC, EAGG, AAPL, IXUS, ESGV 13F-HR 8/11/2021, 01:31 PM
Q1 2021 106 $153M +$20.9M -$901K +$20M BNDC, EAGG, AAPL, IXUS, ESGD 13F-HR 5/12/2021, 05:50 PM
Q4 2020 95 $117M AAPL, IXUS, ESGD, ESGV, ESG 13F-HR 2/11/2021, 04:52 PM