test

Ruth Thortvedt

@Financial Network Wealth Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$121.118MTotal holdings813
Assets growth rate-9.44%Assets growth rate (2-Q avg)11.86%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Network Wealth Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 813 positions.

Assets under management

The assets under management (AUM) of Financial Network Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 121.118M in assets, with a quarterly growth rate of -9.44% and a 2-quarter average growth rate of 11.86%. The portfolio is managed by Ruth Thortvedt, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TJXTjx Cos Inc New
Recent Activity
Exited
0%
$278,993
2,534 shares@ $110.1 avg price
GAPRFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$255,654
7,169 shares@ $35.67 avg price
FAPRFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$235,639
6,039 shares@ $39.02 avg price
GJULFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$231,817
6,671 shares@ $34.75 avg price
HELOJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$224,926
3,841 shares@ $58.56 avg price
GAUGFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$221,112
6,567 shares@ $33.68 avg price
UNHUnitedhealth Group Inc
Recent Activity
Exited
0%
$209,109
409 shares@ $511.27 avg price
XONEBndblxx Blmbrg 1 Yr Trg Us Tr Etf
Recent Activity
Exited
0%
$194,936
3,936 shares@ $49.53 avg price
FVFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$183,252
3,200 shares@ $57.27 avg price
PGProcter And Gamble Co
Recent Activity
Exited
0%
$148,594
901 shares@ $164.93 avg price