Independent Wealth Network

Independent Wealth Network as of March 31, 2024

Portfolio Holdings for Independent Wealth Network

Independent Wealth Network holds 39 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 10.9 $4.2M 83k 50.10
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 10.8 $4.1M 57k 73.15
Ishares Tr Msci Acwi Etf (ACWI) 8.2 $3.2M 29k 110.13
Spdr Ser Tr Portfolio S&p500 (SPLG) 7.3 $2.8M 45k 61.53
Spdr Ser Tr Portfolio Agrgte (SPAB) 7.1 $2.7M 107k 25.28
Ishares Tr Core Lt Usdb Etf (ILTB) 6.2 $2.3M 46k 51.11
Ishares Tr Cre U S Reit Etf (USRT) 3.6 $1.4M 25k 53.80
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) 3.6 $1.4M 69k 19.58
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 3.3 $1.3M 31k 40.71
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 3.0 $1.1M 10k 112.00
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 2.4 $907k 43k 21.15
Wisdomtree Tr Yield Enhancd Us (AGGY) 2.3 $863k 20k 43.40
Microsoft Corporation (MSFT) 1.9 $719k 1.7k 420.72
Vanguard Index Fds Real Estate Etf (VNQ) 1.6 $618k 7.1k 86.48
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 1.6 $617k 5.7k 108.23
Wells Fargo Perp Pfd Cnv A (WFC.PL) 1.6 $610k 500.00 1219.35
First Tr Exchange-traded Cap Strength Etf (FTCS) 1.6 $601k 7.0k 85.65
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 1.5 $591k 6.7k 88.44
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.5 $570k 9.9k 57.86
Ishares Tr Conv Bd Etf (ICVT) 1.5 $569k 7.1k 79.83
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 1.5 $566k 33k 17.32
Ishares Tr Core S&p500 Etf (IVV) 1.5 $564k 1.1k 525.80
J P Morgan Exchange Traded F Betabuilders Usd (BBHY) 1.5 $562k 12k 46.19
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.5 $556k 12k 47.89
First Tr Mid Cap Core Alphad Com Shs (FNX) 1.2 $460k 4.1k 113.37
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 1.1 $439k 5.7k 76.38
First Tr Sml Cp Core Alpha F Com Shs (FYX) 1.1 $432k 4.6k 93.24
Ishares Tr Global Equity (GLOF) 1.1 $429k 10k 41.32
First Tr Lrge Cp Core Alpha Com Shs (FEX) 1.0 $377k 3.8k 99.24
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.0 $372k 5.1k 72.63
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.9 $358k 5.4k 65.69
Ark Etf Tr Innovation Etf (ARKK) 0.9 $339k 6.8k 50.08
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.8 $319k 5.7k 56.33
Madison Covered Call Eq Strat (MCN) 0.8 $314k 43k 7.31
Apple (AAPL) 0.8 $296k 1.7k 171.48
Sprott Physical Gold & Silve Tr Unit (CEF) 0.7 $283k 14k 20.34
Eli Lilly & Co. (LLY) 0.7 $272k 350.00 777.96
Blackrock Res & Commodities SHS (BCX) 0.4 $159k 18k 9.08
B2gold Corp (BTG) 0.1 $26k 10k 2.61