Financial Network Wealth Advisors LLC
Top Portfolio Positions
510 positions ·
$29,311,776 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
9,782 | $2,482,573 | 8.47% | |
| MSFT |
Microsoft Corp
Technology
|
3,858 | $1,428,115 | 4.87% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
3,635 | $1,129,721 | 3.85% | |
| XOM |
Exxon Mobil Corp
Energy
|
5,947 | $1,008,968 | 3.44% | |
| NVDA |
Nvidia Corp
Technology
|
5,063 | $882,987 | 3.01% | |
| ABBV |
AbbVie Inc.
Healthcare
|
3,952 | $859,520 | 2.93% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,705 | $777,849 | 2.65% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,620 | $776,304 | 2.65% | |
| SNA |
Snap-on Inc
Industrials
|
1,342 | $487,441 | 1.66% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,169 | $451,737 | 1.54% |
Portfolio Trend
10 quarters · across all stocks
Holdings in SURG
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $751 | 1,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,670 | 1,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,810 | 1,000 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,110 | 1,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,070 | 1,000 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $1,840 | 1,000 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $3,190 | 1,000 | Shares | Sole | 2024-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||