Independent Wealth Network

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

Tip: Access up to 7 years of quarterly data

Positions held by Independent Wealth Network consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Independent Wealth Network

Independent Wealth Network holds 222 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
Caterpillar (CAT) 4.6 $9.8M 27k 366.43
 View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 4.1 $8.7M 119k 73.15
 View chart
Spdr Ser Tr Portfolio S&p500 (SPLG) 3.7 $7.9M 128k 61.53
 View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 3.1 $6.5M 130k 50.10
 View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 2.8 $6.1M -2% 120k 50.45
 View chart
Microsoft Corporation (MSFT) 2.1 $4.5M +11% 11k 420.73
 View chart
Ishares Tr Msci Acwi Etf (ACWI) 2.1 $4.5M 41k 110.13
 View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ) 2.1 $4.4M 75k 58.11
 View chart
Chevron Corporation (CVX) 2.0 $4.4M +5% 28k 157.74
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.0 $4.2M 73k 57.86
 View chart
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.8 $3.9M 155k 25.28
 View chart
Apple (AAPL) 1.7 $3.5M 21k 171.48
 View chart
Ishares Tr Core Lt Usdb Etf (ILTB) 1.6 $3.4M +2% 66k 51.11
 View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 1.6 $3.3M +3% 82k 40.71
 View chart
Select Sector Spdr Tr Energy (XLE) 1.3 $2.8M 30k 94.41
 View chart
Dimensional Etf Trust Us Equity Etf (DFUS) 1.3 $2.7M +13% 48k 56.98
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $2.6M 5.4k 480.72
 View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI) 1.1 $2.3M NEW 46k 49.80
 View chart
Ishares Tr Cre U S Reit Etf (USRT) 1.1 $2.3M 42k 53.80
 View chart
Amazon (AMZN) 1.0 $2.2M +5% 12k 180.38
 View chart
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.0 $2.1M +2% 26k 81.78
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 1.0 $2.1M +13% 17k 120.99
 View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) 1.0 $2.1M NEW 49k 41.98
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $2.1M -2% 4.6k 444.02
 View chart
Ishares Silver Tr Ishares (SLV) 0.9 $2.0M +4% 88k 22.75
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $2.0M +3% 4.7k 420.52
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $2.0M -5% 3.7k 523.07
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.9 $1.9M +3% 9.4k 205.71
 View chart
NVIDIA Corporation (NVDA) 0.9 $1.8M +8% 2.0k 903.58
 View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.8 $1.8M 105k 17.32
 View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.8 $1.8M +17% 19k 91.80
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.8 $1.7M +9% 5.0k 344.17
 View chart
Janus International Group In Common Stock (JBI) 0.7 $1.5M NEW 101k 15.13
 View chart
Amplify Etf Tr High Income (YYY) 0.7 $1.5M 125k 12.06
 View chart
Meta Platforms Cl A (META) 0.7 $1.5M 3.1k 485.60
 View chart
Visa Com Cl A (V) 0.7 $1.5M +4% 5.3k 279.11
 View chart
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.7 $1.4M +5% 14k 99.43
 View chart
Select Sector Spdr Tr Technology (XLK) 0.7 $1.4M +3% 6.9k 208.27
 View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF) 0.6 $1.4M 51k 27.01
 View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) 0.6 $1.4M 70k 19.58
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $1.4M 19k 72.63
 View chart
First Tr Exchange-traded First Tr Enh New (FTSM) 0.6 $1.2M -34% 21k 59.62
 View chart
AllianceBernstein Global Hgh Incm (AWF) 0.5 $1.2M 110k 10.62
 View chart
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.5 $1.1M 26k 43.40
 View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.5 $1.1M 10k 112.00
 View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.5 $1.1M 7.2k 155.74
 View chart
Home Depot (HD) 0.5 $1.1M 2.8k 383.63
 View chart
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.5 $1.1M -8% 21k 51.06
 View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.5 $1.1M 23k 46.48
 View chart
Kroger (KR) 0.5 $1.0M +2% 18k 57.13
 View chart
Eaton Vance Senior Floating Rate Fund (EFR) 0.5 $993k +6% 76k 13.03
 View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.5 $992k -8% 9.9k 100.54
 View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.4 $952k +4% 19k 50.38
 View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.4 $948k 45k 21.15
 View chart
Ishares Tr Select Divid Etf (DVY) 0.4 $944k 7.7k 123.18
 View chart
Costco Wholesale Corporation (COST) 0.4 $939k +13% 1.3k 732.65
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $937k +8% 5.1k 182.59
 View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.4 $915k 77k 11.88
 View chart
Ares Capital Corporation (ARCC) 0.4 $909k +4% 44k 20.82
 View chart
Kayne Anderson MLP Investment (KYN) 0.4 $892k +4% 89k 10.01
 View chart
Collaborative Investmnt Ser Rareview Dynamic (RDFI) 0.4 $888k 38k 23.32
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $882k 10k 86.48
 View chart
Exxon Mobil Corporation (XOM) 0.4 $878k -2% 7.6k 116.25
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.4 $858k +2% 1.6k 525.58
 View chart
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $850k +8% 18k 47.89
 View chart
Hershey Company (HSY) 0.4 $839k -2% 4.3k 194.52
 View chart
Ishares Tr Us Aer Def Etf (ITA) 0.4 $829k +2% 6.3k 131.93
 View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR) 0.4 $820k NEW 29k 27.96
 View chart
Altria (MO) 0.4 $809k +3% 19k 43.62
 View chart
Palantir Technologies Cl A (PLTR) 0.4 $781k -15% 34k 23.01
 View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $777k 9.6k 80.51
 View chart
Honeywell International (HON) 0.4 $769k NEW 3.7k 205.25
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.4 $768k +5% 9.6k 79.86
 View chart
Johnson & Johnson (JNJ) 0.4 $756k +25% 4.8k 158.20
 View chart
Kohl's Corporation (KSS) 0.4 $751k -20% 26k 29.15
 View chart
Motorola Solutions Com New (MSI) 0.4 $750k 2.1k 355.06
 View chart
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $732k 32k 22.77
 View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $730k +3% 2.8k 260.68
 View chart
Energy Transfer Com Ut Ltd Ptn (ET) 0.3 $718k +5% 46k 15.73
 View chart
Amplify Etf Tr Amplify Cybersec (HACK) 0.3 $718k NEW 11k 64.11
 View chart
Ishares Tr Ishares Semicdtr (SOXX) 0.3 $703k +267% 3.1k 225.94
 View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $688k 2.9k 235.81
 View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $683k +47% 7.2k 94.61
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $646k -4% 13k 50.17
 View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.3 $621k 5.7k 108.23
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $619k +2% 6.3k 97.93
 View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.3 $615k 504.00 1219.35
 View chart
Ishares Tr Broad Usd High (USHY) 0.3 $608k 17k 36.59
 View chart
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.3 $601k 7.0k 85.65
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $598k 3.2k 186.82
 View chart
Sherwin-Williams Company (SHW) 0.3 $596k -4% 1.7k 347.33
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.3 $596k +9% 3.9k 152.26
 View chart
Ishares Msci Aust Etf (EWA) 0.3 $591k +6% 24k 24.66
 View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.3 $591k 6.7k 88.44
 View chart
Boeing Company (BA) 0.3 $582k +85% 3.0k 192.98
 View chart
Ishares Tr New York Mun Etf (NYF) 0.3 $578k 11k 53.81
 View chart
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $578k 23k 25.44
 View chart
Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $577k 6.3k 91.24
 View chart
PIMCO Corporate Opportunity Fund (PTY) 0.3 $573k +19% 39k 14.87
 View chart
Ishares Tr Conv Bd Etf (ICVT) 0.3 $569k 7.1k 79.83
 View chart
Cme (CME) 0.3 $563k 2.6k 215.26
 View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY) 0.3 $562k 12k 46.19
 View chart
Ishares Tr Core High Dv Etf (HDV) 0.3 $559k -47% 5.1k 110.21
 View chart
Clorox Company (CLX) 0.3 $559k 3.7k 153.09
 View chart
Pacer Fds Tr Pac Asset Fltg (FLRT) 0.3 $554k NEW 12k 47.56
 View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.3 $551k +6% 8.6k 64.15
 View chart
Verizon Communications (VZ) 0.3 $550k +22% 13k 41.96
 View chart
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.3 $549k +4% 8.1k 67.75
 View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB) 0.3 $548k NEW 19k 29.38
 View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $536k 8.1k 65.87
 View chart
Ishares Tr Intl Sel Div Etf (IDV) 0.2 $525k +3% 19k 28.04
 View chart
Ishares Tr Ishares Biotech (IBB) 0.2 $525k +10% 3.8k 137.20
 View chart
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $522k +113% 10k 50.29
 View chart
AFLAC Incorporated (AFL) 0.2 $504k -2% 5.9k 85.86
 View chart
Global Payments (GPN) 0.2 $502k -2% 3.8k 133.66
 View chart
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $491k -2% 10k 48.77
 View chart
Ishares Gold Tr Ishares New (IAU) 0.2 $490k -5% 12k 42.01
 View chart
Spdr Ser Tr S&p Kensho Clean (CNRG) 0.2 $483k +9% 7.5k 64.76
 View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $477k +7% 13k 36.19
 View chart
First Tr Mid Cap Core Alphad Com Shs (FNX) 0.2 $460k 4.1k 113.37
 View chart
Fs Kkr Capital Corp (FSK) 0.2 $460k 24k 19.07
 View chart
At&t (T) 0.2 $458k 26k 17.60
 View chart
First Tr Exchange-traded Buywrit Incm Etf (FTHI) 0.2 $455k +91% 20k 22.47
 View chart
Casey's General Stores (CASY) 0.2 $454k -5% 1.4k 318.45
 View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.2 $439k 5.7k 76.38
 View chart
Cisco Systems (CSCO) 0.2 $436k -52% 8.7k 49.91
 View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $433k 9.0k 48.21
 View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX) 0.2 $432k 4.6k 93.24
 View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL) 0.2 $429k +6% 12k 35.80
 View chart
Ishares Tr Global Equity (GLOF) 0.2 $429k 10k 41.32
 View chart
Intel Corporation (INTC) 0.2 $423k 9.6k 44.17
 View chart
Vanguard World Energy Etf (VDE) 0.2 $414k 3.1k 131.68
 View chart
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.2 $405k NEW 12k 34.82
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.2 $405k +32% 2.7k 150.93
 View chart
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $404k +5% 7.6k 53.34
 View chart
Spdr Ser Tr Aerospace Def (XAR) 0.2 $398k 2.8k 140.51
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $398k 3.6k 110.51
 View chart
Advanced Micro Devices (AMD) 0.2 $394k +34% 2.2k 180.49
 View chart
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $393k +14% 3.6k 108.92
 View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.2 $383k 3.9k 99.24
 View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $381k 7.5k 50.60
 View chart
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $371k +12% 4.8k 77.74
 View chart
Abbvie (ABBV) 0.2 $371k -8% 2.0k 182.14
 View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.2 $370k NEW 12k 31.16
 View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.2 $362k 5.5k 65.69
 View chart
Vanguard World Inf Tech Etf (VGT) 0.2 $361k 688.00 524.60
 View chart
Eli Lilly & Co. (LLY) 0.2 $360k +4% 463.00 777.96
 View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.2 $356k +4% 7.5k 47.72
 View chart
First Tr Exchange Traded Indxx Nat Re Etf (FTRI) 0.2 $353k -6% 27k 13.28
 View chart
Vanguard Index Fds Value Etf (VTV) 0.2 $352k +3% 2.2k 162.88
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.2 $345k +39% 1.6k 210.30
 View chart
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $344k +6% 8.0k 43.04
 View chart
Ark Etf Tr Innovation Etf (ARKK) 0.2 $342k -8% 6.8k 50.08
 View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $334k -35% 5.4k 62.06
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $332k +23% 8.0k 41.77
 View chart
Coca-Cola Company (KO) 0.2 $332k +48% 5.4k 61.18
 View chart
Ishares Tr Core Total Usd (IUSB) 0.2 $332k +3% 7.3k 45.59
 View chart
Deere & Company (DE) 0.2 $332k 808.00 410.77
 View chart
Pepsi (PEP) 0.2 $328k 1.9k 175.02
 View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.2 $324k 5.8k 56.33
 View chart
Merck & Co (MRK) 0.2 $322k -9% 2.4k 131.94
 View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $321k +29% 3.5k 92.72
 View chart
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $317k 6.7k 47.46
 View chart
Mastercard Incorporated Cl A (MA) 0.1 $316k -7% 657.00 481.57
 View chart
Madison Covered Call Eq Strat (MCN) 0.1 $314k +5% 43k 7.31
 View chart
JPMorgan Chase & Co. (JPM) 0.1 $309k +9% 1.5k 200.24
 View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.1 $299k 5.0k 59.24
 View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $297k +14% 5.3k 56.17
 View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.1 $293k +11% 2.6k 114.86
 View chart
Broadcom (AVGO) 0.1 $293k NEW 221.00 1325.41
 View chart
Fs Credit Opportunities Corp Common Stock (FSCO) 0.1 $290k 49k 5.93
 View chart
Cabot Oil & Gas Corporation (CTRA) 0.1 $289k +8% 10k 27.88
 View chart
Uber Technologies (UBER) 0.1 $288k 3.7k 76.99
 View chart
Procter & Gamble Company (PG) 0.1 $286k NEW 1.8k 162.24
 View chart
Sprott Physical Gold & Silve Tr Unit (CEF) 0.1 $283k -8% 14k 20.34
 View chart
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $281k -7% 1.8k 155.86
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $280k 3.3k 84.44
 View chart
Phillips 66 (PSX) 0.1 $266k +6% 1.6k 163.37
 View chart
Abbott Laboratories (ABT) 0.1 $264k -5% 2.3k 113.66
 View chart
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $255k 3.5k 72.36
 View chart
Mondelez Intl Cl A (MDLZ) 0.1 $253k -6% 3.6k 70.00
 View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.1 $249k NEW 5.5k 45.27
 View chart
Tesla Motors (TSLA) 0.1 $248k +6% 1.4k 175.79
 View chart
First Tr Exchange-traded Rba Indl Etf (AIRR) 0.1 $247k NEW 3.7k 67.34
 View chart
Nuveen Global High Income SHS (JGH) 0.1 $245k -3% 19k 12.78
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $242k -32% 2.9k 83.58
 View chart
Atmos Energy Corporation (ATO) 0.1 $241k -9% 2.0k 118.90
 View chart
Qualcomm (QCOM) 0.1 $238k -3% 1.4k 169.32
 View chart
Vanguard World Health Car Etf (VHT) 0.1 $225k 832.00 270.66
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $225k -44% 4.6k 49.24
 View chart
Stryker Corporation (SYK) 0.1 $224k -13% 626.00 357.87
 View chart
Ishares Msci Gbl Min Vol (ACWV) 0.1 $223k -8% 2.1k 105.27
 View chart
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $222k -4% 2.2k 101.41
 View chart
General Dynamics Corporation (GD) 0.1 $221k NEW 783.00 282.65
 View chart
Block Cl A (SQ) 0.1 $221k -4% 2.6k 84.58
 View chart
Walt Disney Company (DIS) 0.1 $215k NEW 1.8k 122.38
 View chart
Wells Fargo & Company (WFC) 0.1 $213k NEW 3.7k 57.96
 View chart
Tractor Supply Company (TSCO) 0.1 $213k -16% 812.00 261.72
 View chart
McDonald's Corporation (MCD) 0.1 $212k -13% 750.00 281.95
 View chart
S&p Global (SPGI) 0.1 $210k -9% 494.00 425.45
 View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 0.1 $209k NEW 3.3k 63.17
 View chart
Devon Energy Corporation (DVN) 0.1 $206k NEW 4.1k 50.19
 View chart
Texas Instruments Incorporated (TXN) 0.1 $206k NEW 1.2k 174.21
 View chart
Carrier Global Corporation (CARR) 0.1 $204k -10% 3.5k 58.13
 View chart
Automatic Data Processing (ADP) 0.1 $204k NEW 817.00 249.59
 View chart
Wec Energy Group (WEC) 0.1 $204k -12% 2.5k 82.13
 View chart
Waste Management (WM) 0.1 $202k NEW 949.00 213.15
 View chart
UnitedHealth (UNH) 0.1 $202k -10% 408.00 494.70
 View chart
BlackRock (BLK) 0.1 $200k -9% 240.00 833.76
 View chart
West Bancorporation Cap Stk (WTBA) 0.1 $182k NEW 10k 17.83
 View chart
Macerich Company (MAC) 0.1 $175k -8% 10k 17.23
 View chart
Blackrock Res & Commodities SHS (BCX) 0.1 $169k +4% 19k 9.08
 View chart
Cohen & Steers Clsd-End Optuny Fnd (FOF) 0.1 $150k 13k 11.69
 View chart
Sofi Technologies (SOFI) 0.1 $149k +4% 20k 7.30
 View chart
Nuveen Real Estate Income Fund (JRS) 0.1 $141k 18k 7.90
 View chart
Brightspire Capital Com Cl A (BRSP) 0.1 $123k 18k 6.89
 View chart
DNP Select Income Fund (DNP) 0.0 $105k 12k 9.07
 View chart
Granite Ridge Resources (GRNT) 0.0 $79k 12k 6.50
 View chart
Gold Royalty Corp Common Shares (GROY) 0.0 $63k 33k 1.88
 View chart
B2gold Corp (BTG) 0.0 $26k NEW 10k 2.61
 View chart
Akebia Therapeutics Call Option (AKBA) 0.0 $7.2k NEW 22k 0.33
 View chart
Northern Dynasty Minerals Lt Com New (NAK) 0.0 $5.1k 16k 0.32
 View chart

Past Filings by Independent Wealth Network

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