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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 CAT, SPYG, JPST, SPLG, SPYV, and represent 19.45% of Independent Wealth Network's stock portfolio.
Added to shares of these 10 stocks: JPST, SHV, FLRT, RDFI, JPIE, SCHA, TLT, JCPB, AVGO, GLD.
Started 21 new stock positions in SCHA, CTAS, TT, F, WEC, JPIE, JCPB, RDVI, SHV, RBLX. IBM, ENB, NFLX, UEC, MCD, SDVD, UNH, TLT, PSR, ADP, MMM.
Reduced shares in these 10 stocks: COWZ, RISR, XLE, HTAB, , , SPYG, SPY, ONEQ, SPLV.
Sold out of its positions in ADBE, ELV, FOF, EFR, ONEQ, HTAB, SPLV, BBHY, PTY, NOBL. RISR, SMH, VHT.
Independent Wealth Network was a net buyer of stock by $101k.
Independent Wealth Network has $226M in assets under management (AUM), dropping by 5.30%.
Central Index Key (CIK): 0001891240

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Portfolio Holdings for Independent Wealth Network

Independent Wealth Network holds 222 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Caterpillar (CAT)	4.6	$10M		27k	391.12	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	4.3	$9.7M	-6%	117k	82.94	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	4.0	$9.0M	+47%	177k	50.74	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	3.5	$8.0M	-4%	119k	67.51	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	3.0	$6.9M	+2%	130k	52.86	View chart
Pacer Fds Tr Pac Asset Fltg (FLRT)	2.1	$4.8M	+60%	101k	47.49	View chart
Apple (AAPL)	2.1	$4.7M	-2%	20k	233.00	View chart
Ishares Tr Msci Acwi Etf (ACWI)	2.1	$4.7M		40k	119.55	View chart
Chevron Corporation (CVX)	1.8	$4.2M		28k	147.27	View chart
Microsoft Corporation (MSFT)	1.8	$4.1M	-8%	9.6k	430.30	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.7	$3.8M		147k	26.14	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	1.6	$3.7M	-2%	80k	45.65	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.6	$3.6M	+7%	58k	62.20	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	1.6	$3.6M		67k	53.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$2.9M	-2%	5.4k	527.64	View chart
NVIDIA Corporation (NVDA)	1.2	$2.6M		22k	121.44	View chart
Ishares Tr Short Treas Bd (SHV)	1.2	$2.6M	NEW	24k	110.63	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.1	$2.6M	+3%	42k	61.57	View chart
Ishares Silver Tr Ishares (SLV)	1.1	$2.4M	+10%	86k	28.41	View chart
Spdr Gold Tr Gold Shs (GLD)	1.0	$2.4M	+14%	9.7k	243.06	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$2.4M		4.8k	488.09	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.0	$2.3M		18k	128.20	View chart
Amazon (AMZN)	1.0	$2.3M	-3%	12k	186.33	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	1.0	$2.2M	+9%	77k	28.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	1.0	$2.2M		50k	44.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$2.1M		4.7k	460.26	View chart
Collaborative Investmnt Ser Rareview Dynamic (RDFI)	0.9	$2.1M	+92%	85k	25.24	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.9	$2.1M		23k	91.81	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.9	$2.0M	+2%	108k	18.10	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$2.0M		5.1k	383.90	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.8	$1.8M	+3%	31k	59.51	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.8	$1.8M	+8%	22k	83.15	View chart
Meta Platforms Cl A (META)	0.8	$1.8M		3.1k	572.47	View chart
Amplify Etf Tr High Income (YYY)	0.8	$1.7M	+5%	142k	12.33	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.7	$1.6M	+5%	16k	101.32	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$1.5M	-29%	2.7k	573.66	View chart
Visa Com Cl A (V)	0.7	$1.5M		5.4k	274.94	View chart
AllianceBernstein Global Hgh Incm (AWF)	0.6	$1.4M	+4%	123k	11.34	View chart
Select Sector Spdr Tr Technology (XLK)	0.6	$1.3M		5.8k	225.75	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$1.2M	-9%	17k	75.11	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.5	$1.2M	+2%	10k	119.68	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.5	$1.2M	+8%	27k	44.71	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	0.5	$1.2M		7.0k	169.22	View chart
Motorola Solutions Com New (MSI)	0.5	$1.2M		2.6k	449.63	View chart
Home Depot (HD)	0.5	$1.1M	-4%	2.7k	405.24	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.5	$1.1M	+8%	21k	53.77	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.5	$1.1M		22k	51.04	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.5	$1.1M	-22%	18k	59.87	View chart
Costco Wholesale Corporation (COST)	0.5	$1.1M	-5%	1.2k	886.57	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.5	$1.1M	-2%	23k	46.83	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.5	$1.0M	+3%	85k	12.35	View chart
Kroger (KR)	0.5	$1.0M		18k	57.30	View chart
Kayne Anderson MLP Investment (KYN)	0.5	$1.0M		94k	11.00	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.4	$1.0M		10k	100.69	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$1.0M	+11%	34k	29.89	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$1.0M		5.1k	198.07	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.0M	+9%	1.7k	576.71	View chart
Palantir Technologies Cl A (PLTR)	0.4	$988k	-24%	27k	37.20	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.4	$982k	+3%	47k	21.01	View chart
Exxon Mobil Corporation (XOM)	0.4	$973k		8.3k	117.22	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$955k	-3%	7.1k	135.08	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$948k	-3%	9.7k	97.42	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.4	$941k	+21%	4.1k	230.61	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.4	$935k	+2%	6.2k	149.64	View chart
Ares Capital Corporation (ARCC)	0.4	$933k		45k	20.94	View chart
Altria (MO)	0.4	$917k		18k	51.04	View chart
Ishares Tr Broad Usd High (USHY)	0.4	$883k	+19%	23k	37.65	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$878k	+5%	11k	83.75	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$854k		17k	49.31	View chart
Select Sector Spdr Tr Energy (XLE)	0.4	$836k	-69%	9.5k	87.80	View chart
Hershey Company (HSY)	0.4	$824k		4.3k	191.78	View chart
Honeywell International (HON)	0.4	$812k		3.9k	206.71	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$812k		9.7k	83.63	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.4	$799k		12k	68.28	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$774k	+43%	16k	49.70	View chart
Johnson & Johnson (JNJ)	0.3	$770k		4.8k	162.08	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.3	$762k	+56%	20k	37.96	View chart
Kohl's Corporation (KSS)	0.3	$741k	+2%	35k	21.10	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$727k	-5%	45k	16.05	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$726k	-2%	2.7k	267.40	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.3	$706k	+22%	21k	34.28	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$701k		2.9k	243.50	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$688k	+2%	4.1k	167.18	View chart
Ishares Msci Aust Etf (EWA)	0.3	$688k		25k	27.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$685k	+3%	13k	52.81	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$674k	-7%	29k	23.45	View chart
Eli Lilly & Co. (LLY)	0.3	$666k	+10%	752.00	885.94	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.3	$659k	+77%	31k	21.57	View chart
Clorox Company (CLX)	0.3	$648k	+8%	4.0k	162.92	View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL)	0.3	$646k		504.00	1282.20	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.3	$643k		8.2k	78.45	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.3	$637k	-2%	5.6k	114.52	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$628k		6.9k	90.80	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$617k	+13%	17k	36.38	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$613k		23k	27.01	View chart
AFLAC Incorporated (AFL)	0.3	$610k	-2%	5.5k	111.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$607k	-4%	3.1k	197.16	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$606k		6.0k	101.28	View chart
Fs Kkr Capital Corp (FSK)	0.3	$603k	+20%	31k	19.73	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.3	$603k	+2%	19k	31.58	View chart
Abbvie (ABBV)	0.3	$597k	+35%	3.0k	197.50	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	0.3	$593k		6.7k	88.92	View chart
Sherwin-Williams Company (SHW)	0.3	$592k	-8%	1.6k	381.67	View chart
Casey's General Stores (CASY)	0.3	$588k		1.6k	375.72	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.3	$586k		19k	30.23	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.3	$585k	-2%	7.0k	83.67	View chart
Cme (CME)	0.3	$580k		2.6k	220.66	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.3	$579k	-4%	8.3k	70.06	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.3	$572k	NEW	12k	46.39	View chart
Ishares Tr New York Mun Etf (NYF)	0.2	$558k	-4%	10k	54.33	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$552k		13k	41.28	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$552k	-2%	6.0k	91.92	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$530k	-2%	3.6k	145.59	View chart
Boeing Company (BA)	0.2	$528k	+2%	3.5k	152.03	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$513k		10k	50.22	View chart
First Tr Exchange-traded Buywrit Incm Etf (FTHI)	0.2	$510k		22k	23.02	View chart
Tesla Motors (TSLA)	0.2	$499k	+27%	1.9k	261.63	View chart
Verizon Communications (VZ)	0.2	$499k		11k	44.91	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$497k	NEW	9.6k	51.50	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.2	$475k		4.1k	117.15	View chart
Spdr Ser Tr S&p Kensho Clean (CNRG)	0.2	$474k	-4%	7.2k	65.79	View chart
Cisco Systems (CSCO)	0.2	$472k		8.9k	53.22	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$465k	NEW	4.7k	98.09	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$465k	NEW	9.6k	48.24	View chart
Ishares Tr Global Equity (GLOF)	0.2	$463k		10k	44.77	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.2	$458k		4.6k	99.53	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$454k	+5%	2.7k	165.82	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.2	$454k		5.7k	79.13	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$450k		9.2k	48.98	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$437k	-4%	3.7k	117.62	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.2	$434k	+4%	5.8k	74.37	View chart
Wal-Mart Stores (WMT)	0.2	$432k	+70%	5.3k	80.75	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.2	$424k	+5%	4.1k	104.17	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$413k	-2%	3.5k	116.95	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$406k	+3%	1.8k	220.89	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.2	$397k	+24%	3.3k	120.33	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.2	$394k	-4%	7.2k	54.68	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$394k	+7%	3.8k	104.18	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$388k	-4%	3.4k	112.97	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$385k		7.5k	51.12	View chart
Janus International Group In Common Stock (JBI)	0.2	$380k		38k	10.11	View chart
Global Payments (GPN)	0.2	$375k		3.7k	102.42	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.2	$372k	+6%	6.2k	60.08	View chart
At&t (T)	0.2	$368k	-35%	17k	22.00	View chart
Coca-Cola Company (KO)	0.2	$365k		5.1k	71.87	View chart
Vanguard World Energy Etf (VDE)	0.2	$362k		3.0k	122.49	View chart
Broadcom (AVGO)	0.2	$355k	+1018%	2.1k	172.50	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$351k		2.0k	174.59	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$349k	+5%	7.3k	47.53	View chart
Advanced Micro Devices (AMD)	0.2	$349k	-19%	2.1k	164.08	View chart
JPMorgan Chase & Co. (JPM)	0.2	$349k	+2%	1.7k	210.84	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$346k	-5%	7.2k	47.85	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$344k	-3%	7.5k	45.51	View chart
Deere & Company (DE)	0.1	$338k		810.00	417.36	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$330k	+5%	1.9k	174.52	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.1	$327k		13k	24.49	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$324k	-12%	4.0k	80.31	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$323k		5.5k	59.21	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$321k	-2%	51k	6.35	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	0.1	$321k	+7%	4.3k	74.67	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$321k		6.8k	47.13	View chart
Madison Covered Call Eq Strat (MCN)	0.1	$318k		45k	7.12	View chart
Pepsi (PEP)	0.1	$317k	-7%	1.9k	170.02	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$315k	-22%	6.0k	52.55	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$314k	+2%	5.1k	61.54	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$312k		3.3k	95.74	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$307k	-18%	2.9k	106.12	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$306k	-19%	521.00	586.94	View chart
Procter & Gamble Company (PG)	0.1	$303k		1.8k	173.25	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$301k	-8%	4.4k	67.85	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$298k	-6%	6.3k	47.12	View chart
Mastercard Incorporated Cl A (MA)	0.1	$292k	-8%	592.00	493.80	View chart
Netflix (NFLX)	0.1	$291k	NEW	410.00	709.27	View chart
Merck & Co (MRK)	0.1	$283k	+3%	2.5k	113.56	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$277k	+12%	4.8k	58.27	View chart
First Tr Exchange Traded Indxx Nat Re Etf (FTRI)	0.1	$277k	-20%	21k	13.49	View chart
Abbott Laboratories (ABT)	0.1	$275k	-3%	2.4k	114.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$271k		5.6k	48.56	View chart
Atmos Energy Corporation (ATO)	0.1	$270k	-5%	1.9k	138.70	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$263k		2.9k	91.31	View chart
Cabot Oil & Gas Corporation (CTRA)	0.1	$262k	+4%	11k	23.95	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$261k	NEW	11k	24.64	View chart
S&p Global (SPGI)	0.1	$260k		504.00	516.62	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$256k	-4%	3.5k	73.67	View chart
Nuveen Global High Income SHS (JGH)	0.1	$252k	+2%	19k	13.38	View chart
Lithium Amers Corp Com Shs (LAC)	0.1	$251k	+15%	93k	2.70	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$246k	-93%	4.3k	57.83	View chart
Qualcomm (QCOM)	0.1	$245k	+7%	1.4k	170.07	View chart
Palo Alto Networks (PANW)	0.1	$245k	+2%	717.00	341.80	View chart
International Business Machines (IBM)	0.1	$242k	NEW	1.1k	221.13	View chart
BlackRock (BLK)	0.1	$241k		254.00	949.71	View chart
General Dynamics Corporation (GD)	0.1	$237k	-3%	784.00	302.12	View chart
3M Company (MMM)	0.1	$237k	NEW	1.7k	136.70	View chart
Tractor Supply Company (TSCO)	0.1	$236k	-5%	810.00	290.93	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$234k		2.0k	114.53	View chart
Uber Technologies (UBER)	0.1	$231k	-14%	3.1k	75.16	View chart
Stryker Corporation (SYK)	0.1	$231k		638.00	361.26	View chart
Texas Instruments Incorporated (TXN)	0.1	$230k		1.1k	206.57	View chart
Automatic Data Processing (ADP)	0.1	$220k	NEW	797.00	276.56	View chart
Cintas Corporation (CTAS)	0.1	$220k	NEW	1.1k	205.88	View chart
Phillips 66 (PSX)	0.1	$218k		1.7k	131.44	View chart
Wec Energy Group (WEC)	0.1	$216k	NEW	2.2k	96.16	View chart
McDonald's Corporation (MCD)	0.1	$213k	NEW	700.00	304.51	View chart
UnitedHealth (UNH)	0.1	$212k	NEW	363.00	584.68	View chart
Intel Corporation (INTC)	0.1	$210k	-10%	9.0k	23.46	View chart
Roblox Corp Cl A (RBLX)	0.1	$210k	NEW	4.7k	44.26	View chart
Invesco Actively Managed Exc Active Us Real (PSR)	0.1	$209k	NEW	2.1k	98.50	View chart
Uranium Energy (UEC)	0.1	$208k	NEW	34k	6.21	View chart
Enbridge (ENB)	0.1	$208k	NEW	5.1k	40.61	View chart
Trane Technologies SHS (TT)	0.1	$206k	NEW	531.00	388.38	View chart
Blackrock Res & Commodities SHS (BCX)	0.1	$205k	+9%	21k	9.60	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$203k	-26%	4.0k	51.13	View chart
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)	0.1	$201k	NEW	9.1k	22.06	View chart
West Bancorporation Cap Stk (WTBA)	0.1	$198k	-8%	10k	19.01	View chart
Nuveen Real Estate Income Fund (JRS)	0.1	$184k	-2%	20k	9.30	View chart
Sofi Technologies (SOFI)	0.1	$176k	+7%	22k	7.86	View chart
Ford Motor Company (F)	0.1	$123k	NEW	12k	10.56	View chart
DNP Select Income Fund (DNP)	0.1	$116k		12k	10.04	View chart
Granite Ridge Resources (GRNT)	0.0	$90k	+20%	15k	5.94	View chart
B2gold Corp (BTG)	0.0	$31k		10k	3.08	View chart
Akebia Therapeutics (AKBA)	0.0	$15k	-8%	11k	1.32	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.0	$5.3k		16k	0.33	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 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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