Independent Wealth Network

Independent Wealth Network as of March 31, 2025

Portfolio Holdings for Independent Wealth Network

Independent Wealth Network holds 245 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPYM) 3.8 $9.5M 144k 65.76
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 3.8 $9.4M 118k 80.37
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 3.7 $9.3M 183k 50.63
Caterpillar (CAT) 3.5 $8.8M 27k 329.80
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 2.8 $7.0M 136k 51.07
Ishares Tr Core Lt Usdb Etf (ILTB) 2.1 $5.2M 103k 50.00
Chevron Corporation (CVX) 2.0 $5.0M 30k 167.29
Pacer Fds Tr Pac Asset Fltg (FLRT) 2.0 $4.9M 105k 47.09
Ishares Tr Msci Acwi Etf (ACWI) 1.9 $4.7M 41k 116.39
Apple (AAPL) 1.8 $4.6M 21k 222.13
Dimensional Etf Trust Us Equity Market (DFUS) 1.6 $3.9M 65k 60.48
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.6 $3.9M 153k 25.54
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 1.5 $3.8M 85k 44.26
Microsoft Corporation (MSFT) 1.5 $3.7M 9.8k 375.41
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $3.1M 6.1k 513.87
Collaborative Investmnt Ser Rareview Dynamic (RDFI) 1.2 $3.1M 129k 23.66
Spdr Gold Tr Gold Shs (GLD) 1.2 $3.0M 11k 288.13
Ishares Silver Tr Ishares (SLV) 1.2 $2.9M 94k 30.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $2.7M 5.8k 468.92
NVIDIA Corporation (NVDA) 1.1 $2.7M 25k 108.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $2.6M 4.9k 532.59
Ishares Tr Cre U S Reit Etf (USRT) 1.0 $2.5M 43k 57.60
Amazon (AMZN) 1.0 $2.4M 13k 190.26
Vanguard Whitehall Fds High Div Yld (VYM) 1.0 $2.4M 19k 128.96
Pacer Fds Tr Swan Sos Fd Of (PSFF) 0.9 $2.3M 81k 28.55
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) 0.9 $2.2M 51k 44.35
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.9 $2.2M 39k 57.14
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.9 $2.2M 22k 103.47
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.9 $2.2M 24k 91.73
Vanguard Index Fds Growth Etf (VUG) 0.8 $2.1M 5.6k 370.85
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.8 $2.0M 115k 17.59
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.8 $2.0M 39k 51.05
Visa Com Cl A (V) 0.7 $1.9M 5.3k 350.46
Pacer Fds Tr Metaurus Cap 400 (QDPL) 0.7 $1.8M 51k 36.52
Palantir Technologies Cl A (PLTR) 0.7 $1.8M 22k 84.40
Amplify Etf Tr High Income (YYY) 0.7 $1.8M 159k 11.41
Meta Platforms Cl A (META) 0.7 $1.8M 3.1k 576.44
J P Morgan Exchange Traded F High Yield Muni (JMHI) 0.7 $1.7M 34k 50.49
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $1.6M 2.00 798441.50
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.6 $1.6M 53k 29.69
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.5M 2.6k 559.47
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.6 $1.4M 13k 115.20
AllianceBernstein Global Hgh Incm (AWF) 0.6 $1.4M 134k 10.73
Select Sector Spdr Tr Technology (XLK) 0.6 $1.4M 7.0k 206.47
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $1.4M 19k 73.45
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.5 $1.3M 31k 43.43
Kayne Anderson MLP Investment (KYN) 0.5 $1.3M 104k 12.83
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.5 $1.3M 13k 100.67
Kroger (KR) 0.5 $1.3M 19k 67.69
Global X Fds Nasdaq 100 Cover (QYLD) 0.5 $1.3M 76k 16.63
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.5 $1.2M 58k 20.70
Select Sector Spdr Tr Energy (XLE) 0.5 $1.2M 13k 93.45
Motorola Solutions Com New (MSI) 0.5 $1.2M 2.7k 437.89
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $1.2M 14k 82.73
Innovator Etfs Trust Equity Defined P (ZDEK) 0.5 $1.1M 48k 23.68
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.5 $1.1M 101k 11.22
Ishares Tr Select Divid Etf (DVY) 0.4 $1.1M 8.3k 134.30
Ares Capital Corporation (ARCC) 0.4 $1.1M 50k 22.16
Altria (MO) 0.4 $1.1M 18k 60.02
Ishares Tr Us Aer Def Etf (ITA) 0.4 $1.1M 7.2k 153.09
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.4 $1.1M 32k 33.40
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.4 $1.1M 6.1k 174.04
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.4 $1.1M 21k 51.06
Home Depot (HD) 0.4 $1.0M 2.8k 366.49
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $1.0M 13k 81.76
Exxon Mobil Corporation (XOM) 0.4 $1.0M 8.6k 118.93
Costco Wholesale Corporation (COST) 0.4 $986k 1.0k 946.13
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $981k 11k 90.54
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $966k 3.8k 251.80
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.4 $954k 9.5k 100.62
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $952k 4.9k 194.01
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.4 $921k 8.1k 113.75
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $905k 18k 49.90
Ishares Gold Tr Ishares New (IAU) 0.4 $898k 15k 58.96
Amplify Etf Tr Amplify Cybersec (HACK) 0.4 $886k 12k 71.80
Ishares Tr Msci Eafe Etf (EFA) 0.4 $885k 11k 81.73
Honeywell International (HON) 0.3 $873k 4.1k 211.75
Tesla Motors (TSLA) 0.3 $872k 3.4k 259.18
First Tr Exchange-traded First Tr Enh New (FTSM) 0.3 $869k 15k 59.84
Ishares Tr Core S&p500 Etf (IVV) 0.3 $854k 1.5k 561.93
Energy Transfer Com Ut Ltd Ptn (ET) 0.3 $851k 46k 18.59
Boeing Company (BA) 0.3 $829k 4.9k 170.53
Ishares Tr Ishares Semicdtr (SOXX) 0.3 $720k 3.8k 188.15
Cme (CME) 0.3 $713k 2.7k 265.32
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.3 $709k 15k 47.04
Clorox Company (CLX) 0.3 $704k 4.8k 147.26
Alphabet Cap Stk Cl C (GOOG) 0.3 $703k 4.5k 156.21
Hershey Company (HSY) 0.3 $691k 4.0k 171.02
Johnson & Johnson (JNJ) 0.3 $691k 4.2k 165.84
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $684k 2.8k 244.67
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.3 $684k 20k 33.50
Casey's General Stores (CASY) 0.3 $679k 1.6k 434.07
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $673k 27k 25.04
Ishares Msci Aust Etf (EWA) 0.3 $662k 28k 23.44
Capital Group Core Balanced SHS (CGBL) 0.3 $656k 21k 30.98
Innovator Etfs Trust Laddered Alc Bfr (BUFB) 0.3 $653k 21k 31.42
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $639k 16k 39.37
Ishares Tr Intl Sel Div Etf (IDV) 0.3 $635k 21k 31.02
Janus Detroit Str Tr Hendersn Cap Etf (JSML) 0.3 $632k 10k 60.86
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.3 $631k 8.5k 74.00
Lithium Amers Corp Com Shs (LAC) 0.3 $627k 231k 2.71
Ishares Tr Broad Usd High (USHY) 0.2 $625k 17k 36.81
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $624k 12k 50.83
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.2 $614k 511.00 1200.55
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $610k 6.2k 98.91
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $610k 6.8k 89.64
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.2 $610k 14k 45.07
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.2 $597k 5.3k 112.67
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.2 $586k 6.3k 92.35
J P Morgan Exchange Traded F Income Etf (JPIE) 0.2 $584k 13k 46.07
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.2 $582k 5.7k 102.45
Sherwin-Williams Company (SHW) 0.2 $577k 1.7k 349.19
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $575k 8.4k 68.01
AFLAC Incorporated (AFL) 0.2 $570k 5.1k 111.18
Ishares Tr Conv Bd Etf (ICVT) 0.2 $567k 6.8k 83.61
Collaborative Investmnt Ser Rareview Totl Rt (RTRE) 0.2 $557k 22k 25.04
Kohl's Corporation (KSS) 0.2 $556k 68k 8.18
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.2 $549k 8.0k 68.80
The Alger Etf Trust Mid Cap 40 Etf (FRTY) 0.2 $546k 34k 15.92
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.2 $534k 9.4k 57.14
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.2 $530k 24k 21.86
Fs Kkr Capital Corp (FSK) 0.2 $530k 25k 20.95
Verizon Communications (VZ) 0.2 $528k 12k 45.36
Ishares Tr Core High Dv Etf (HDV) 0.2 $518k 4.3k 121.12
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $510k 10k 50.33
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $509k 19k 26.58
At&t (T) 0.2 $507k 18k 28.28
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $506k 19k 26.20
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $498k 2.6k 190.59
Wal-Mart Stores (WMT) 0.2 $491k 5.6k 87.79
Procter & Gamble Company (PG) 0.2 $490k 2.9k 170.40
Netflix (NFLX) 0.2 $488k 523.00 932.53
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $485k 5.8k 83.28
Ishares Tr Russell 2000 Etf (IWM) 0.2 $482k 2.4k 199.52
Harbor Etf Trust Long Term Grower (WINN) 0.2 $474k 19k 24.50
First Tr Exchange-traded Ft Vest Gold (IGLD) 0.2 $451k 22k 20.97
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.2 $449k 8.7k 51.45
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $445k 18k 24.34
Ishares Tr Ishares Biotech (IBB) 0.2 $442k 3.5k 127.90
Abbvie (ABBV) 0.2 $441k 2.1k 209.52
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.2 $430k 5.6k 76.72
Ishares Tr Global Equity (GLOF) 0.2 $427k 10k 42.82
First Tr Mid Cap Core Alphad Com Shs (FNX) 0.2 $422k 3.9k 108.97
Ishares Tr Core Msci Intl (IDEV) 0.2 $420k 6.1k 68.89
Cisco Systems (CSCO) 0.2 $418k 6.8k 61.71
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.2 $414k 10k 41.04
First Tr Sml Cp Core Alpha F Com Shs (FYX) 0.2 $413k 4.6k 90.10
Eli Lilly & Co. (LLY) 0.2 $402k 487.00 825.91
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $402k 8.1k 49.62
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.2 $401k 17k 23.72
Fs Credit Opportunities Corp Common Stock (FSCO) 0.2 $391k 56k 7.05
Vanguard World Energy Etf (VDE) 0.2 $391k 3.0k 129.73
Ishares Tr New York Mun Etf (NYF) 0.2 $391k 7.4k 52.65
Deere & Company (DE) 0.2 $387k 825.00 469.38
JPMorgan Chase & Co. (JPM) 0.2 $384k 1.6k 245.34
Broadcom (AVGO) 0.2 $380k 2.3k 167.45
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.2 $378k 6.4k 58.54
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $376k 7.3k 51.18
Vanguard Index Fds Value Etf (VTV) 0.1 $373k 2.2k 172.72
Coca-Cola Company (KO) 0.1 $370k 5.2k 71.61
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $366k 3.4k 108.69
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $355k 3.4k 104.56
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $352k 2.7k 132.21
Alphabet Cap Stk Cl A (GOOGL) 0.1 $352k 2.3k 154.62
Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $350k 7.1k 49.60
Mastercard Incorporated Cl A (MA) 0.1 $344k 628.00 548.12
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $339k 8.3k 40.76
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.1 $337k 4.9k 68.21
Global Payments (GPN) 0.1 $336k 3.4k 97.92
Qualcomm (QCOM) 0.1 $335k 2.2k 153.62
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $332k 6.4k 51.94
Ark Etf Tr Innovation Etf (ARKK) 0.1 $330k 6.9k 47.58
Abbott Laboratories (ABT) 0.1 $328k 2.5k 132.66
Merck & Co (MRK) 0.1 $327k 3.6k 89.76
Madison Covered Call Eq Strat (MCN) 0.1 $322k 53k 6.13
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $321k 2.0k 161.30
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $318k 3.4k 92.84
Sprott Physical Gold & Silve Tr Unit (CEF) 0.1 $315k 11k 28.41
Atmos Energy Corporation (ATO) 0.1 $312k 2.0k 154.59
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $306k 6.8k 45.26
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $305k 3.3k 93.66
Blackrock Res & Commodities SHS (BCX) 0.1 $296k 32k 9.33
Spdr Ser Tr S&p Kensho Clean (CNRG) 0.1 $293k 5.8k 50.35
Invesco Actively Managed Exc Active Us Real (PSR) 0.1 $290k 3.1k 92.52
Innovator Etfs Trust Equity Defin 1yr (ZOCT) 0.1 $290k 12k 25.15
Pepsi (PEP) 0.1 $282k 1.9k 149.91
S&p Global (SPGI) 0.1 $279k 549.00 508.10
Vanguard World Inf Tech Etf (VGT) 0.1 $273k 503.00 542.18
Philip Morris International (PM) 0.1 $267k 1.7k 158.69
Stryker Corporation (SYK) 0.1 $265k 711.00 372.25
3M Company (MMM) 0.1 $264k 1.8k 146.86
UnitedHealth (UNH) 0.1 $263k 503.00 523.27
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $260k 3.6k 71.42
Metropcs Communications (TMUS) 0.1 $259k 972.00 266.71
Nuveen Global High Income SHS (JGH) 0.1 $259k 20k 13.08
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.1 $257k 5.3k 48.79
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD) 0.1 $256k 13k 19.97
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $255k 5.2k 48.82
Ishares Tr National Mun Etf (MUB) 0.1 $251k 2.4k 105.45
Advanced Micro Devices (AMD) 0.1 $250k 2.4k 102.76
Wec Energy Group (WEC) 0.1 $247k 2.3k 109.00
First Tr Exchange-traded Intermediate Dur (FIIG) 0.1 $246k 12k 20.75
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $245k 1.5k 165.99
Devon Energy Corporation (DVN) 0.1 $242k 6.5k 37.40
Corteva (CTVA) 0.1 $242k 3.8k 62.92
Mondelez Intl Cl A (MDLZ) 0.1 $241k 3.5k 67.84
Tractor Supply Company (TSCO) 0.1 $239k 4.3k 55.11
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.1 $237k 4.3k 54.86
New York Life Investments Et Nyli Ftse Intern (HFXI) 0.1 $235k 8.5k 27.52
McDonald's Corporation (MCD) 0.1 $234k 749.00 312.37
Enbridge (ENB) 0.1 $231k 5.2k 44.31
Ishares Msci Gbl Min Vol (ACWV) 0.1 $229k 2.0k 116.37
Phillips 66 (PSX) 0.1 $226k 1.8k 123.45
Texas Instruments Incorporated (TXN) 0.1 $225k 1.3k 179.70
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $224k 4.1k 54.76
Proshares Tr Bitcoin Etf (BITO) 0.1 $221k 12k 18.32
Republic Services (RSG) 0.1 $221k 913.00 242.25
Roblox Corp Cl A (RBLX) 0.1 $218k 3.7k 58.30
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $217k 2.7k 78.89
Intel Corporation (INTC) 0.1 $214k 9.4k 22.71
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $213k 9.7k 22.08
Uber Technologies (UBER) 0.1 $212k 2.9k 72.86
West Bancorporation Cap Stk (WTBA) 0.1 $211k 11k 19.94
Cintas Corporation (CTAS) 0.1 $211k 1.0k 205.53
Ishares Core Msci Emkt (IEMG) 0.1 $208k 3.9k 53.97
Snap-on Incorporated (SNA) 0.1 $206k 611.00 337.01
Toast Cl A (TOST) 0.1 $203k 6.1k 33.17
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $203k 4.0k 50.23
Automatic Data Processing (ADP) 0.1 $202k 663.00 305.31
Fastenal Company (FAST) 0.1 $201k 2.6k 77.55
First Tr Exchange Traded Indxx Nat Re Etf (FTRI) 0.1 $201k 15k 13.24
Broadridge Financial Solutions (BR) 0.1 $201k 830.00 242.57
Wells Fargo & Company (WFC) 0.1 $200k 2.8k 71.79
Sofi Technologies (SOFI) 0.1 $187k 16k 11.63
Walgreen Boots Alliance 0.1 $159k 14k 11.17
Nuveen Real Estate Income Fund (JRS) 0.1 $154k 19k 8.24
Uranium Energy (UEC) 0.1 $151k 32k 4.78
Rivian Automotive Com Cl A (RIVN) 0.1 $142k 11k 12.45
Cohen & Steers Clsd-End Optuny Fnd (FOF) 0.0 $123k 10k 12.07
Granite Ridge Resources (GRNT) 0.0 $122k 20k 6.08
DNP Select Income Fund (DNP) 0.0 $114k 12k 9.89
B&G Foods (BGS) 0.0 $109k 16k 6.87
B2gold Corp (BTG) 0.0 $29k 10k 2.85
Akebia Therapeutics (AKBA) 0.0 $25k 13k 1.92
Northern Dynasty Minerals Lt Com New (NAK) 0.0 $18k 16k 1.15