Independent Wealth Network

Independent Wealth Network as of June 30, 2025

Portfolio Holdings for Independent Wealth Network

Independent Wealth Network holds 258 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 4.2 $11M 120k 95.32
Spdr Series Trust Portfolio S&p500 (SPLG) 3.8 $11M 145k 72.69
Caterpillar (CAT) 3.7 $10M 27k 388.20
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 3.0 $8.4M 165k 50.68
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 2.7 $7.4M 141k 52.34
Ishares Tr Core Lt Usdb Etf (ILTB) 1.9 $5.3M 107k 49.42
Ishares Tr Msci Acwi Etf (ACWI) 1.9 $5.3M 41k 128.60
Microsoft Corporation (MSFT) 1.7 $4.7M 9.4k 497.41
Dimensional Etf Trust Us Equity Market (DFUS) 1.7 $4.7M 69k 67.02
Pacer Fds Tr Pac Asset Fltg (FLRT) 1.6 $4.5M 94k 47.60
Chevron Corporation (CVX) 1.6 $4.5M 31k 143.19
NVIDIA Corporation (NVDA) 1.5 $4.2M 27k 157.99
Spdr Series Trust Portfolio Agrgte (SPAB) 1.5 $4.0M 156k 25.60
Apple (AAPL) 1.4 $4.0M 19k 205.17
Spdr Series Trust Prtflo S&p500 Hi (SPYD) 1.3 $3.7M 87k 42.44
Collaborative Investmnt Ser Rareview Dynamic (RDFI) 1.3 $3.6M 150k 23.83
Ishares Silver Tr Ishares (SLV) 1.2 $3.4M 103k 32.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $3.3M 5.8k 568.04
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $3.3M 5.9k 551.67
Amazon (AMZN) 1.1 $3.1M 14k 219.40
Palantir Technologies Cl A (PLTR) 1.1 $3.1M 23k 136.32
Spdr Gold Tr Gold Shs (GLD) 1.1 $2.9M 9.5k 304.84
Vanguard Index Fds Growth Etf (VUG) 1.0 $2.6M 6.0k 438.43
Ishares Tr Cre U S Reit Etf (USRT) 0.9 $2.5M 44k 56.56
Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $2.5M 19k 133.31
Pacer Fds Tr Swan Sos Fd Of (PSFF) 0.9 $2.4M 78k 30.48
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) 0.9 $2.4M 50k 47.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $2.4M 4.9k 485.75
Meta Platforms Cl A (META) 0.9 $2.4M 3.2k 737.99
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.8 $2.3M 40k 56.85
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.8 $2.3M 22k 102.91
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.8 $2.2M 24k 91.73
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.8 $2.1M 117k 17.80
Visa Com Cl A (V) 0.7 $2.0M 5.6k 355.06
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.7 $1.9M 38k 51.02
Amplify Etf Tr High Income (YYY) 0.7 $1.9M 164k 11.71
Select Sector Spdr Tr Technology (XLK) 0.7 $1.9M 7.3k 253.23
First Tr Exchange-traded Vest Investment (LQTI) 0.7 $1.8M 89k 20.32
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.7 $1.8M 57k 31.80
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.7M 2.8k 617.92
Global X Fds Nasdaq 100 Cover (QYLD) 0.6 $1.7M 103k 16.72
Innovator Etfs Trust Equity Defined P (ZDEK) 0.6 $1.6M 65k 24.54
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $1.5M 21k 73.63
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.5 $1.5M 13k 118.20
AllianceBernstein Global Hgh Incm (AWF) 0.5 $1.5M 135k 11.03
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.5M 2.00 728800.00
Ishares Tr Us Aer Def Etf (ITA) 0.5 $1.4M 7.4k 188.64
Kroger (KR) 0.5 $1.4M 19k 71.73
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.5 $1.4M 31k 43.63
Kayne Anderson MLP Investment (KYN) 0.5 $1.3M 103k 12.72
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.5 $1.3M 62k 20.92
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.5 $1.3M 13k 100.69
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.5 $1.2M 34k 36.93
Tesla Motors (TSLA) 0.4 $1.2M 3.9k 317.64
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.4 $1.2M 20k 58.07
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $1.2M 14k 82.86
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.4 $1.1M 103k 11.13
Select Sector Spdr Tr Energy (XLE) 0.4 $1.1M 14k 84.81
Motorola Solutions Com New (MSI) 0.4 $1.1M 2.7k 420.42
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.4 $1.1M 4.1k 276.96
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.4 $1.1M 8.6k 128.63
Ishares Tr Select Divid Etf (DVY) 0.4 $1.1M 8.4k 132.81
Ares Capital Corporation (ARCC) 0.4 $1.1M 50k 21.96
Altria (MO) 0.4 $1.1M 19k 58.63
Boeing Company (BA) 0.4 $1.1M 5.1k 209.52
Amplify Etf Tr Amplify Cybersec (HACK) 0.4 $1.1M 12k 86.37
Energy Transfer Com Ut Ltd Ptn (ET) 0.4 $1.0M 58k 18.13
Spdr Series Trust Ssga Us Lrg Etf (LGLV) 0.4 $1.0M 6.0k 174.62
Costco Wholesale Corporation (COST) 0.4 $1.0M 1.0k 989.69
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $1.0M 12k 89.06
Home Depot (HD) 0.4 $1.0M 2.8k 366.70
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $1.0M 12k 82.92
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $1.0M 4.9k 204.68
Ishares Gold Tr Ishares New (IAU) 0.4 $998k 16k 62.36
Ishares Tr Ishares Semicdtr (SOXX) 0.4 $996k 4.2k 238.71
Honeywell International (HON) 0.4 $980k 4.2k 232.88
Ishares Tr Msci Eafe Etf (EFA) 0.4 $973k 11k 89.39
Ishares Tr Core S&p500 Etf (IVV) 0.4 $969k 1.6k 620.94
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $955k 9.5k 100.54
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $948k 19k 50.27
Exxon Mobil Corporation (XOM) 0.3 $944k 8.8k 107.79
Alphabet Cap Stk Cl C (GOOG) 0.3 $884k 5.0k 177.38
Capital Group Core Balanced SHS (CGBL) 0.3 $836k 25k 33.44
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $800k 27k 29.21
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.3 $798k 2.8k 284.37
Casey's General Stores (CASY) 0.3 $780k 1.5k 510.31
Ishares Msci Aust Etf (EWA) 0.3 $749k 28k 26.32
Janus Detroit Str Tr Hendersn Cap Etf (JSML) 0.3 $745k 11k 67.45
Cme (CME) 0.3 $739k 2.7k 275.60
The Alger Etf Trust Mid Cap 40 Etf (FRTY) 0.3 $735k 38k 19.21
Ishares Tr Intl Sel Div Etf (IDV) 0.3 $727k 21k 34.51
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.3 $725k 15k 47.06
Ishares Tr Core Msci Intl (IDEV) 0.3 $710k 9.3k 76.04
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.3 $708k 8.6k 82.62
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.3 $700k 20k 35.28
Innovator Etfs Trust Laddered Alc Bfr (BUFB) 0.3 $700k 21k 33.88
Netflix (NFLX) 0.3 $695k 519.00 1339.13
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $694k 16k 42.74
Harbor Etf Trust Long Term Grower (WINN) 0.2 $678k 23k 29.12
Hershey Company (HSY) 0.2 $672k 4.1k 165.94
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $665k 12k 57.01
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 0.2 $650k 8.2k 79.58
Ishares Tr Conv Bd Etf (ICVT) 0.2 $647k 7.2k 90.09
Lithium Amers Corp Com Shs (LAC) 0.2 $641k 239k 2.68
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $640k 6.4k 99.20
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.2 $635k 8.5k 74.89
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $631k 2.8k 227.10
First Tr Exchange-traded A Com Shs (FEX) 0.2 $631k 5.7k 109.96
Ishares Tr Broad Usd High (USHY) 0.2 $628k 17k 37.51
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.2 $628k 5.1k 123.60
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $627k 6.9k 90.89
J P Morgan Exchange Traded F Income Etf (JPIE) 0.2 $626k 14k 46.32
Broadcom (AVGO) 0.2 $624k 2.3k 275.69
Bondbloxx Etf Trust Ccc Rt Usd Hi Yl (XCCC) 0.2 $616k 16k 38.82
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.2 $610k 519.00 1174.58
Spdr Series Trust Nuveen Ice Munic (TFI) 0.2 $605k 14k 44.67
Bondbloxx Etf Trust Bondbloxx Privat (PCMM) 0.2 $603k 12k 50.38
Vanguard Index Fds Value Etf (VTV) 0.2 $600k 3.4k 176.76
Johnson & Johnson (JNJ) 0.2 $599k 3.9k 152.74
Wal-Mart Stores (WMT) 0.2 $591k 6.0k 97.78
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.2 $591k 6.3k 93.76
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.2 $590k 9.2k 64.13
Wisdomtree Tr Us Largecap Divd (DLN) 0.2 $587k 7.1k 82.14
Clorox Company (CLX) 0.2 $579k 4.8k 120.07
Kohl's Corporation (KSS) 0.2 $570k 67k 8.48
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $567k 19k 29.37
Sherwin-Williams Company (SHW) 0.2 $563k 1.6k 343.36
Collaborative Investmnt Ser Rareview Totl Rt (RTRE) 0.2 $556k 22k 25.09
At&t (T) 0.2 $551k 19k 28.94
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $537k 19k 27.67
AFLAC Incorporated (AFL) 0.2 $536k 5.1k 105.46
Ishares Tr Russell 2000 Etf (IWM) 0.2 $534k 2.5k 215.76
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $527k 5.8k 90.99
Fs Kkr Capital Corp (FSK) 0.2 $525k 25k 20.75
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.2 $516k 23k 22.85
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $510k 2.6k 195.44
Verizon Communications (VZ) 0.2 $510k 12k 43.27
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $508k 10k 50.31
First Tr Exchange-traded First Tr Enh New (FTSM) 0.2 $501k 8.4k 59.87
Ishares Tr Core High Dv Etf (HDV) 0.2 $501k 4.3k 117.17
Alphabet Cap Stk Cl A (GOOGL) 0.2 $489k 2.8k 176.23
Cisco Systems (CSCO) 0.2 $485k 7.0k 69.38
JPMorgan Chase & Co. (JPM) 0.2 $471k 1.6k 289.83
First Tr Exchange-traded Ft Vest Gold (IGLD) 0.2 $470k 22k 21.71
Procter & Gamble Company (PG) 0.2 $465k 2.9k 159.31
Ishares Tr Global Equity (GLOF) 0.2 $459k 9.5k 48.20
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.2 $457k 11k 41.81
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $456k 19k 24.38
First Tr Exchange-traded A Com Shs (FYX) 0.2 $452k 4.7k 97.29
First Tr Exchange-traded A Com Shs (FNX) 0.2 $444k 3.9k 114.86
Proshares Tr Bitcoin Etf (BITO) 0.2 $442k 21k 21.51
First Tr Exchange-traded A Com Shs (FTA) 0.2 $438k 5.6k 78.64
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.2 $426k 17k 24.71
Ishares Tr Ishares Biotech (IBB) 0.2 $426k 3.4k 126.53
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.2 $422k 5.2k 81.41
Ark Etf Tr Innovation Etf (ARKK) 0.2 $414k 5.9k 70.29
Abbvie (ABBV) 0.1 $410k 2.2k 185.63
Roblox Corp Cl A (RBLX) 0.1 $409k 3.9k 105.21
Spdr Series Trust Portfolio S&p400 (SPMD) 0.1 $406k 7.5k 54.38
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $404k 6.4k 62.74
Deere & Company (DE) 0.1 $400k 787.00 508.53
Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $396k 7.6k 52.02
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $394k 2.0k 197.25
Fs Credit Opportunities Corp Common Stock (FSCO) 0.1 $392k 54k 7.26
Advanced Micro Devices (AMD) 0.1 $389k 2.7k 141.89
Ishares Tr New York Mun Etf (NYF) 0.1 $387k 7.4k 52.14
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $379k 3.4k 110.09
Eli Lilly & Co. (LLY) 0.1 $378k 485.00 779.53
Vanguard World Energy Etf (VDE) 0.1 $375k 3.1k 119.13
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $372k 3.4k 109.61
Vanguard World Inf Tech Etf (VGT) 0.1 $371k 560.00 662.78
Mastercard Incorporated Cl A (MA) 0.1 $370k 658.00 561.94
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $368k 3.4k 109.30
Spdr Series Trust Portfolio S&p600 (SPSM) 0.1 $365k 8.6k 42.60
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $360k 7.3k 49.03
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $355k 1.6k 226.48
J P Morgan Exchange Traded F High Yield Muni (JMHI) 0.1 $353k 7.1k 49.78
Madison Covered Call Eq Strat (MCN) 0.1 $348k 56k 6.25
Abbott Laboratories (ABT) 0.1 $343k 2.5k 136.00
Qualcomm (QCOM) 0.1 $342k 2.2k 159.27
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $333k 6.8k 48.86
Ishares Core Msci Emkt (IEMG) 0.1 $333k 5.5k 60.03
Spdr Series Trust S&p Kensho Clean (CNRG) 0.1 $326k 5.5k 59.43
Atmos Energy Corporation (ATO) 0.1 $325k 2.1k 154.14
Philip Morris International (PM) 0.1 $321k 1.8k 182.16
Sprott Physical Gold & Silve Tr Unit (CEF) 0.1 $319k 11k 30.10
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $316k 6.4k 49.46
Merck & Co (MRK) 0.1 $310k 3.9k 79.16
Blackrock Res & Commodities SHS (BCX) 0.1 $310k 33k 9.45
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $308k 6.1k 50.76
S&p Global (SPGI) 0.1 $305k 578.00 527.29
Innovator Etfs Trust Equity Defin 1yr (ZOCT) 0.1 $305k 12k 25.99
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $302k 3.2k 93.87
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.1 $301k 5.1k 59.26
Ishares Tr National Mun Etf (MUB) 0.1 $298k 2.8k 104.47
Corteva (CTVA) 0.1 $293k 3.9k 74.54
Invesco Actively Managed Exc Active Us Real (PSR) 0.1 $289k 3.2k 91.31
Stryker Corporation (SYK) 0.1 $287k 726.00 395.63
Coca-Cola Company (KO) 0.1 $286k 4.0k 70.76
Sofi Technologies (SOFI) 0.1 $286k 16k 18.21
Toast Cl A (TOST) 0.1 $285k 6.4k 44.29
Metropcs Communications (TMUS) 0.1 $283k 1.2k 238.26
Global Payments (GPN) 0.1 $281k 3.5k 80.04
First Tr Exchange-traded Intermediate Dur (FIIG) 0.1 $280k 13k 20.98
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) 0.1 $276k 5.3k 52.41
Uber Technologies (UBER) 0.1 $276k 3.0k 93.31
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $274k 2.4k 113.39
Block Cl A (XYZ) 0.1 $266k 3.9k 67.93
Amphenol Corp Cl A (APH) 0.1 $266k 2.7k 98.75
Oracle Corporation (ORCL) 0.1 $266k 1.2k 218.71
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $263k 5.3k 49.51
Innovator Etfs Trust Equity 1yr Janua (ZJAN) 0.1 $263k 10k 26.33
Pepsi (PEP) 0.1 $260k 2.0k 132.06
New York Life Investments Et Nyli Ftse Intern (HFXI) 0.1 $257k 8.7k 29.47
Wec Energy Group (WEC) 0.1 $257k 2.5k 104.22
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD) 0.1 $256k 13k 20.51
Mondelez Intl Cl A (MDLZ) 0.1 $252k 3.7k 67.44
Nuveen Global High Income SHS (JGH) 0.1 $251k 19k 12.93
Texas Instruments Incorporated (TXN) 0.1 $249k 1.2k 207.62
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $245k 10k 24.44
Devon Energy Corporation (DVN) 0.1 $245k 7.7k 31.81
Tractor Supply Company (TSCO) 0.1 $240k 4.6k 52.77
Cintas Corporation (CTAS) 0.1 $240k 1.1k 222.87
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $240k 4.4k 54.40
Enbridge (ENB) 0.1 $238k 5.2k 45.32
McDonald's Corporation (MCD) 0.1 $236k 808.00 292.17
Trane Technologies SHS (TT) 0.1 $234k 535.00 437.02
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $234k 4.2k 55.10
3M Company (MMM) 0.1 $233k 1.5k 152.29
Intuit (INTU) 0.1 $230k 292.00 787.63
Fastenal Company (FAST) 0.1 $229k 5.4k 42.00
Wells Fargo & Company (WFC) 0.1 $228k 2.8k 80.13
Republic Services (RSG) 0.1 $228k 923.00 246.70
Ishares Msci Gbl Min Vol (ACWV) 0.1 $224k 1.9k 118.57
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) 0.1 $223k 8.9k 24.93
Intel Corporation (INTC) 0.1 $222k 9.9k 22.40
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $222k 2.7k 80.66
Uranium Energy (UEC) 0.1 $214k 32k 6.80
Automatic Data Processing (ADP) 0.1 $214k 695.00 308.19
Phillips 66 (PSX) 0.1 $211k 1.8k 119.30
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $211k 2.6k 80.24
Broadridge Financial Solutions (BR) 0.1 $209k 858.00 243.14
First Tr Exchange Traded Indxx Nat Re Etf (FTRI) 0.1 $208k 15k 14.23
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $208k 1.1k 195.00
First Tr Exchange-traded SHS (FDL) 0.1 $206k 4.9k 41.87
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $201k 1.6k 128.48
Applovin Corp Com Cl A (APP) 0.1 $201k 573.00 350.08
Nuveen Real Estate Income Fund (JRS) 0.1 $168k 22k 7.78
Rivian Automotive Com Cl A (RIVN) 0.1 $168k 12k 13.74
Granite Ridge Resources (GRNT) 0.0 $135k 21k 6.37
Walgreen Boots Alliance 0.0 $128k 11k 11.48
Ford Motor Company (F) 0.0 $127k 12k 10.85
Cohen & Steers Clsd-End Optuny Fnd (FOF) 0.0 $127k 10k 12.62
DNP Select Income Fund (DNP) 0.0 $113k 12k 9.79
B&G Foods (BGS) 0.0 $90k 21k 4.23
Akebia Therapeutics (AKBA) 0.0 $47k 13k 3.64
B2gold Corp (BTG) 0.0 $36k 10k 3.61
Northern Dynasty Minerals Lt Com New (NAK) 0.0 $21k 16k 1.34