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Independent Wealth Network

Latest statistics and disclosures from Independent Wealth Network's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYG, SPLG, CAT, JPST, SPYV, and represent 18.67% of Independent Wealth Network's stock portfolio.
Added to shares of these 10 stocks: ONEQ, JMHI, QDPL, SPLG, BIL, ILTB, SGOV, QYLD, VOO, JSML.
Started 30 new stock positions in ONEQ, SQ, HYLS, WINN, Innovator Etfs Trust, QYLD, TSM, IMCG, FIIG, TMUS.
Reduced shares in these 10 stocks: SHV, FLRT, , SHY, SCHA, TLT, TFI, PLTR, JBI, .
Sold out of its positions in BlackRock, BTG, CTRA, CTAS, GD, INTC, TLT, SHV, GOVT, IUSB. JBI, SCHA, UBER, VGLT, DON, TT.
Independent Wealth Network was a net buyer of stock by $21M.
Independent Wealth Network has $247M in assets under management (AUM), dropping by 8.93%.
Central Index Key (CIK): 0001891240

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Portfolio Holdings for Independent Wealth Network

Independent Wealth Network holds 236 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	4.2	$10M		118k	87.90	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	4.0	$9.8M	+19%	142k	68.94	View chart
Caterpillar (CAT)	3.9	$9.7M		27k	362.76	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	3.8	$9.3M	+4%	185k	50.37	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	2.8	$6.9M	+4%	136k	51.14	View chart
Apple (AAPL)	2.2	$5.4M	+6%	22k	250.41	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.9	$4.7M	+2%	40k	117.50	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	1.9	$4.6M	+40%	95k	48.65	View chart
Chevron Corporation (CVX)	1.8	$4.4M	+6%	30k	144.84	View chart
Microsoft Corporation (MSFT)	1.7	$4.3M	+6%	10k	421.51	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.6	$3.9M	+5%	61k	63.75	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.5	$3.8M	+3%	153k	24.99	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$3.6M	+24%	6.8k	538.78	View chart
Pacer Fds Tr Pac Asset Fltg (FLRT)	1.5	$3.6M	-24%	76k	47.54	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	1.5	$3.6M	+3%	83k	43.24	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.4	$3.4M	+66%	38k	91.43	View chart
NVIDIA Corporation (NVDA)	1.3	$3.2M	+10%	24k	134.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$3.0M	+21%	5.9k	511.20	View chart
Amazon (AMZN)	1.2	$3.0M	+11%	14k	219.39	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	1.0	$2.5M	+9%	84k	29.29	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.0	$2.4M		42k	57.31	View chart
Spdr Gold Tr Gold Shs (GLD)	1.0	$2.4M	+2%	10k	242.13	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	1.0	$2.4M	+210%	62k	38.39	View chart
Ishares Silver Tr Ishares (SLV)	1.0	$2.4M	+5%	91k	26.33	View chart
Collaborative Investmnt Ser Rareview Dynamic (RDFI)	1.0	$2.4M	+17%	100k	23.64	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$2.3M		18k	127.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$2.3M	+7%	5.0k	453.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.9	$2.3M		49k	45.90	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$2.3M	+8%	5.5k	410.47	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.8	$2.1M	+16%	36k	57.53	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.8	$1.9M	+18%	19k	100.60	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.8	$1.9M		109k	17.70	View chart
Meta Platforms Cl A (META)	0.8	$1.9M	+4%	3.2k	585.52	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.7	$1.8M	NEW	23k	76.06	View chart
Visa Com Cl A (V)	0.7	$1.7M		5.4k	316.04	View chart
Amplify Etf Tr High Income (YYY)	0.7	$1.7M		145k	11.52	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.7	$1.7M	NEW	33k	50.22	View chart
Palantir Technologies Cl A (PLTR)	0.7	$1.6M	-19%	21k	75.63	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$1.5M		2.6k	586.13	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.6	$1.4M	+19%	12k	114.11	View chart
Tesla Motors (TSLA)	0.6	$1.4M	+77%	3.4k	403.84	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$1.3M		5.8k	232.53	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.5	$1.3M	NEW	13k	100.32	View chart
AllianceBernstein Global Hgh Incm (AWF)	0.5	$1.3M		122k	10.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$1.3M	+23%	42k	30.47	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.5	$1.3M	+9%	30k	42.92	View chart
Kayne Anderson MLP Investment (KYN)	0.5	$1.2M	+3%	97k	12.71	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$1.2M	+3%	17k	71.91	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.5	$1.2M	+24%	58k	21.07	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.5	$1.2M	NEW	67k	18.22	View chart
Motorola Solutions Com New (MSI)	0.5	$1.2M	+3%	2.7k	462.27	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.5	$1.2M	+8%	22k	54.96	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$1.2M	-30%	15k	81.98	View chart
Kroger (KR)	0.5	$1.1M	+2%	19k	61.15	View chart
Costco Wholesale Corporation (COST)	0.5	$1.1M	+2%	1.2k	916.32	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.5	$1.1M	+2%	22k	50.88	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$1.1M	+17%	8.3k	131.30	View chart
Home Depot (HD)	0.4	$1.1M		2.8k	388.95	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.4	$1.0M	+6%	90k	11.53	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.4	$1.0M	+2%	10k	100.34	View chart
Ares Capital Corporation (ARCC)	0.4	$1.0M	+6%	48k	21.89	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.4	$1.0M	-6%	17k	59.77	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$1.0M	+31%	3.6k	280.08	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$984k		5.0k	195.84	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.4	$973k	+35%	28k	34.97	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.4	$969k	+10%	4.5k	215.51	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.4	$966k	+6%	6.6k	145.35	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	0.4	$964k	-16%	5.8k	165.21	View chart
Altria (MO)	0.4	$963k	+2%	18k	52.29	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$940k	+11%	12k	80.27	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.4	$933k	+5%	48k	19.59	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$930k	-9%	1.6k	588.64	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$920k	+6%	10k	89.08	View chart
Honeywell International (HON)	0.4	$912k	+2%	4.0k	225.89	View chart
Exxon Mobil Corporation (XOM)	0.4	$901k		8.4k	107.57	View chart
Select Sector Spdr Tr Energy (XLE)	0.4	$894k	+9%	10k	85.66	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$891k	+6%	18k	48.42	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.4	$889k	+118%	7.2k	123.53	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.4	$875k		12k	74.49	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$865k	+10%	4.5k	190.45	View chart
Boeing Company (BA)	0.3	$832k	+35%	4.7k	177.00	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$806k	+32%	23k	35.85	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$760k	+3%	10k	75.61	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$734k		2.9k	253.76	View chart
Clorox Company (CLX)	0.3	$693k	+7%	4.3k	162.40	View chart
Johnson & Johnson (JNJ)	0.3	$676k		4.7k	144.62	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.3	$671k	+51%	15k	46.07	View chart
Hershey Company (HSY)	0.3	$669k	-8%	4.0k	169.34	View chart
Lithium Amers Corp Com Shs (LAC)	0.3	$644k	+133%	217k	2.97	View chart
Janus Detroit Str Tr Hendersn Cap Etf (JSML)	0.3	$644k	NEW	9.8k	65.55	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.3	$628k		19k	32.30	View chart
Cme (CME)	0.3	$623k	+2%	2.7k	232.20	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.3	$623k	-40%	14k	45.62	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.3	$621k	-3%	5.4k	115.13	View chart
Ishares Msci Aust Etf (EWA)	0.3	$618k	+2%	26k	23.86	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$613k	-20%	12k	49.51	View chart
Casey's General Stores (CASY)	0.2	$612k		1.5k	396.25	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$608k		6.9k	87.82	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$606k	-2%	13k	47.82	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.2	$602k		8.4k	71.43	View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL)	0.2	$601k		503.00	1194.31	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.2	$595k		6.6k	90.21	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.2	$593k	+31%	7.7k	77.43	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$591k	+15%	15k	38.37	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.2	$590k	+4%	13k	45.62	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$588k		6.9k	84.97	View chart
The Alger Etf Trust Mid Cap 40 Etf (FRTY)	0.2	$588k	NEW	31k	18.70	View chart
Ishares Tr Broad Usd High (USHY)	0.2	$581k	-32%	16k	36.79	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.2	$578k	+36%	5.5k	104.29	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$571k	+441%	21k	27.87	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$571k	+40%	2.6k	220.95	View chart
Sherwin-Williams Company (SHW)	0.2	$569k	+7%	1.7k	339.93	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.2	$567k	-4%	7.9k	72.18	View chart
First Tr Exchange-traded Buywrit Incm Etf (FTHI)	0.2	$552k	+6%	24k	23.27	View chart
AFLAC Incorporated (AFL)	0.2	$551k	-2%	5.3k	103.43	View chart
Broadcom (AVGO)	0.2	$548k	+14%	2.4k	231.85	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.2	$543k	+2%	20k	27.38	View chart
Cisco Systems (CSCO)	0.2	$541k	+3%	9.1k	59.20	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$540k	+4%	2.9k	189.29	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$540k		5.9k	90.94	View chart
Fs Kkr Capital Corp (FSK)	0.2	$535k	-19%	25k	21.72	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$510k	-9%	21k	24.86	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$510k		10k	50.32	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$507k	-13%	2.7k	190.91	View chart
Wal-Mart Stores (WMT)	0.2	$503k	+4%	5.6k	90.35	View chart
Abbvie (ABBV)	0.2	$501k	-6%	2.8k	177.72	View chart
Collaborative Investmnt Ser Rareview Totl Rt (RTRE)	0.2	$499k	NEW	20k	24.65	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.2	$488k	+52%	9.1k	53.44	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.2	$478k	+44%	8.9k	53.56	View chart
Kohl's Corporation (KSS)	0.2	$478k	-3%	34k	14.04	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$478k	NEW	15k	31.27	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$472k	+13%	4.2k	112.25	View chart
Verizon Communications (VZ)	0.2	$469k	+5%	12k	39.99	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$467k	-3%	3.5k	132.20	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	0.2	$464k	+40%	6.0k	77.04	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.2	$463k		4.0k	115.72	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.2	$452k	-2%	4.5k	101.06	View chart
Ishares Tr Global Equity (GLOF)	0.2	$451k		10k	43.37	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.2	$446k		5.8k	76.46	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$445k	+101%	19k	24.06	View chart
Netflix (NFLX)	0.2	$431k	+17%	483.00	891.32	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.2	$423k	-26%	22k	18.88	View chart
Eli Lilly & Co. (LLY)	0.2	$416k	-28%	539.00	772.00	View chart
JPMorgan Chase & Co. (JPM)	0.2	$416k	+4%	1.7k	239.77	View chart
At&t (T)	0.2	$405k	+6%	18k	22.77	View chart
Ishares Tr New York Mun Etf (NYF)	0.2	$400k	-26%	7.5k	53.22	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$396k	-2%	3.4k	115.23	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.2	$386k	-2%	7.1k	54.69	View chart
Global Payments (GPN)	0.2	$384k	-6%	3.4k	112.06	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$381k	-34%	3.9k	96.90	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$380k		7.6k	50.13	View chart
Spdr Ser Tr S&p Kensho Clean (CNRG)	0.2	$379k	-13%	6.3k	60.56	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$373k	-10%	6.6k	56.77	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$368k	+5%	2.0k	184.91	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$361k		3.4k	106.85	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$358k	+5%	8.0k	44.92	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$352k	NEW	14k	26.07	View chart
Deere & Company (DE)	0.1	$348k		821.00	423.73	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$347k		2.0k	169.34	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$345k		51k	6.82	View chart
Vanguard World Energy Etf (VDE)	0.1	$342k	-4%	2.8k	121.30	View chart
Madison Covered Call Eq Strat (MCN)	0.1	$339k	+13%	51k	6.71	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$338k	+4%	5.7k	59.14	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$337k	+4%	542.00	622.23	View chart
Sofi Technologies (SOFI)	0.1	$335k	-2%	22k	15.40	View chart
Mastercard Incorporated Cl A (MA)	0.1	$329k	+5%	624.00	526.57	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$325k		6.8k	48.16	View chart
Coca-Cola Company (KO)	0.1	$324k	+2%	5.2k	62.26	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$323k	+25%	13k	24.24	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.1	$318k		13k	23.76	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$314k	NEW	7.6k	41.33	View chart
Procter & Gamble Company (PG)	0.1	$307k	+4%	1.8k	167.63	View chart
General Motors Company (GM)	0.1	$298k	NEW	5.6k	53.27	View chart
Innovator Etfs Trust Equity Defin 1yr	0.1	$297k	NEW	12k	25.26	View chart
International Business Machines (IBM)	0.1	$294k	+22%	1.3k	219.91	View chart
Pepsi (PEP)	0.1	$289k		1.9k	152.04	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$287k	-9%	6.5k	44.04	View chart
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)	0.1	$283k	+44%	13k	21.52	View chart
Abbott Laboratories (ABT)	0.1	$277k		2.4k	113.13	View chart
S&p Global (SPGI)	0.1	$276k	+9%	554.00	498.03	View chart
Atmos Energy Corporation (ATO)	0.1	$275k		2.0k	139.27	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$274k	+7%	3.1k	88.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$272k	-2%	5.5k	49.77	View chart
Invesco Actively Managed Exc Active Us Real (PSR)	0.1	$270k	+40%	3.0k	90.28	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$269k	-4%	4.6k	59.06	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$268k	NEW	4.2k	64.47	View chart
Palo Alto Networks (PANW)	0.1	$266k	+103%	1.5k	181.96	View chart
Roblox Corp Cl A (RBLX)	0.1	$261k	-4%	4.5k	57.86	View chart
Merck & Co (MRK)	0.1	$260k	+4%	2.6k	99.48	View chart
Blackrock Res & Commodities SHS (BCX)	0.1	$258k	+41%	30k	8.54	View chart
Advanced Micro Devices (AMD)	0.1	$255k		2.1k	120.79	View chart
Toast Cl A (TOST)	0.1	$255k	NEW	7.0k	36.45	View chart
Blackrock (BLK)	0.1	$250k	NEW	244.00	1025.40	View chart
Nuveen Global High Income SHS (JGH)	0.1	$249k	+2%	19k	12.84	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$245k		2.9k	84.79	View chart
Stryker Corporation (SYK)	0.1	$244k	+6%	677.00	360.05	View chart
Block Cl A (SQ)	0.1	$243k	NEW	2.9k	84.99	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$243k	-26%	2.4k	101.55	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$241k	+134%	10k	23.18	View chart
Automatic Data Processing (ADP)	0.1	$238k	+2%	815.00	292.56	View chart
UnitedHealth (UNH)	0.1	$235k	+27%	464.00	506.02	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$234k	NEW	4.8k	49.05	View chart
3M Company (MMM)	0.1	$232k	+3%	1.8k	129.09	View chart
Texas Instruments Incorporated (TXN)	0.1	$230k	+9%	1.2k	187.51	View chart
West Bancorporation Cap Stk (WTBA)	0.1	$226k		10k	21.65	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$225k	-6%	4.0k	56.49	View chart
Uranium Energy (UEC)	0.1	$225k		34k	6.69	View chart
Phillips 66 (PSX)	0.1	$221k	+16%	1.9k	113.96	View chart
Servicenow (NOW)	0.1	$221k	NEW	208.00	1060.12	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	0.1	$220k	NEW	8.4k	26.06	View chart
Tractor Supply Company (TSCO)	0.1	$219k	+408%	4.1k	53.06	View chart
Enbridge (ENB)	0.1	$218k		5.1k	42.43	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.1	$218k	NEW	11k	20.45	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$218k	-31%	2.8k	78.64	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$215k	-3%	2.0k	109.20	View chart
McDonald's Corporation (MCD)	0.1	$213k	+5%	736.00	289.89	View chart
Wec Energy Group (WEC)	0.1	$212k		2.3k	94.06	View chart
Qualcomm (QCOM)	0.1	$211k	-4%	1.4k	153.64	View chart
Corteva (CTVA)	0.1	$211k	NEW	3.7k	56.96	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$211k	NEW	2.0k	106.54	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$210k	NEW	2.8k	75.53	View chart
Metropcs Communications (TMUS)	0.1	$210k	NEW	950.00	220.73	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$210k	NEW	1.1k	197.47	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$209k		3.5k	59.73	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.1	$208k	NEW	7.6k	27.21	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$205k	NEW	584.00	351.79	View chart
Wells Fargo & Company (WFC)	0.1	$203k	NEW	2.9k	70.24	View chart
First Tr Exchange Traded Indxx Nat Re Etf (FTRI)	0.1	$203k	-17%	17k	12.03	View chart
Nuveen Real Estate Income Fund (JRS)	0.1	$171k		20k	8.63	View chart
Ford Motor Company (F)	0.0	$109k	-5%	11k	9.90	View chart
Walgreen Boots Alliance (WBA)	0.0	$105k	NEW	11k	9.33	View chart
Granite Ridge Resources (GRNT)	0.0	$104k	+6%	16k	6.46	View chart
DNP Select Income Fund (DNP)	0.0	$102k		12k	8.82	View chart
B&G Foods (BGS)	0.0	$77k	NEW	11k	6.89	View chart
Akebia Therapeutics (AKBA)	0.0	$25k	+18%	13k	1.90	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.0	$9.2k		16k	0.58	View chart

Past Filings by Independent Wealth Network

SEC 13F filings are viewable for Independent Wealth Network going back to 2021

Independent Wealth Network 2024 Q4 filed Jan. 17, 2025
Independent Wealth Network 2024 Q3 filed Oct. 15, 2024
Independent Wealth Network 2024 Q2 filed July 18, 2024
Independent Wealth Network 2024 Q1 restated filed May 20, 2024
Independent Wealth Network 2024 Q1 filed April 11, 2024
Independent Wealth Network 2023 Q4 filed Jan. 12, 2024
Independent Wealth Network 2023 Q3 filed Oct. 11, 2023
Independent Wealth Network 2023 Q2 filed July 12, 2023
Independent Wealth Network 2023 Q1 filed April 18, 2023
Independent Wealth Network 2022 Q4 filed Jan. 25, 2023
Independent Wealth Network 2022 Q3 filed Oct. 17, 2022
Independent Wealth Network 2022 Q2 filed July 26, 2022
Independent Wealth Network 2022 Q1 filed April 20, 2022
Independent Wealth Network 2021 Q4 filed Feb. 10, 2022
Independent Wealth Network 2021 Q3 filed Nov. 4, 2021

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