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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 SPYV, SPYG, ACWI, SPLG, SPAB, and represent 44.37% of Independent Wealth Network's stock portfolio.
Added to shares of these 5 stocks: BTG, MCN, HTAB, BBHY, FYX.
Started 1 new stock position in BTG.
Reduced shares in these 10 stocks: CAT (-$7.8M), JPST (-$6.2M), SPLG (-$5.2M), SPYG, CVX, COWZ, JEPI, MSFT, AAPL, .
Sold out of its positions in AFL, AMLP, T, ABT, ABBV, ADBE, AMD, BABA, AWF, GOOG.
Independent Wealth Network was a net seller of stock by $-155M.
Independent Wealth Network has $38M in assets under management (AUM), dropping by -79.91%.
Central Index Key (CIK): 0001891240

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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	-37%	83k	50.10	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	10.8	$4.1M	-52%	57k	73.15	View chart
Ishares Tr Msci Acwi Etf (ACWI)	8.2	$3.2M	-30%	29k	110.13	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	7.3	$2.8M	-65%	45k	61.53	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	7.1	$2.7M	-29%	107k	25.28	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	6.2	$2.3M	-28%	46k	51.11	View chart
Ishares Tr Cre U S Reit Etf (USRT)	3.6	$1.4M	-40%	25k	53.80	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	3.6	$1.4M		69k	19.58	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	3.3	$1.3M	-61%	31k	40.71	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	3.0	$1.1M		10k	112.00	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	2.4	$907k	-2%	43k	21.15	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	2.3	$863k	-24%	20k	43.40	View chart
Microsoft Corporation (MSFT)	1.9	$719k	-82%	1.7k	420.72	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.6	$618k	-29%	7.1k	86.48	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	1.6	$617k	-2%	5.7k	108.23	View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL)	1.6	$610k		500.00	1219.35	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.6	$601k		7.0k	85.65	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	1.5	$591k		6.7k	88.44	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.5	$570k	-86%	9.9k	57.86	View chart
Ishares Tr Conv Bd Etf (ICVT)	1.5	$569k		7.1k	79.83	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	1.5	$566k	-69%	33k	17.32	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$564k	-32%	1.1k	525.80	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	1.5	$562k		12k	46.19	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.5	$556k	-29%	12k	47.89	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	1.2	$460k		4.1k	113.37	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	1.1	$439k		5.7k	76.38	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	1.1	$432k		4.6k	93.24	View chart
Ishares Tr Global Equity (GLOF)	1.1	$429k		10k	41.32	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	1.0	$377k		3.8k	99.24	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.0	$372k	-72%	5.1k	72.63	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.9	$358k		5.4k	65.69	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.9	$339k	-9%	6.8k	50.08	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.8	$319k		5.7k	56.33	View chart
Madison Covered Call Eq Strat (MCN)	0.8	$314k	+5%	43k	7.31	View chart
Apple (AAPL)	0.8	$296k	-91%	1.7k	171.48	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.7	$283k	-8%	14k	20.34	View chart
Eli Lilly & Co. (LLY)	0.7	$272k	-21%	350.00	777.96	View chart
Blackrock Res & Commodities SHS (BCX)	0.4	$159k	-2%	18k	9.08	View chart
B2gold Corp (BTG)	0.1	$26k	NEW	10k	2.61	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 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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