Independent Wealth Network Inc. Portfolio Holdings
Independent Wealth Network Inc.
- $205 Million
- Q1 2024
Independent Wealth Network Inc. has filed its 13F form on May 20, 2024 for Q1 2024 where it was disclosed a total value porftolio of $205 Million distributed in 223 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Caterpillar Inc with a value of $9.77M, Spdr Portfolio with a value of $8.71M, Spdr Portfolio S&P 500 ETF (Ma with a value of $7.88M, Spdr Portfolio S&P 500 Value E with a value of $6.52M, and Jp Morgan ETF Tr Ultra Short I with a value of $6.05M.
Examining the 13F form we can see an increase of $168M in the current position value, from $36.6M to 205M.
Below you can find more details about Independent Wealth Network Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$205 Million
ETFs: $138 Million
Industrials: $14.3 Million
Technology: $13.9 Million
Financial Services: $12.3 Million
Energy: $6.71 Million
Consumer Cyclical: $5.42 Million
Consumer Defensive: $5.39 Million
Communication Services: $3.7 Million
Other: $3.97 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 223
- Current Value $205 Million
- Prior Value $36.6 Million
- Filing
- Period Q1 2024
- Filing Date May 20, 2024
- Form Type 13F-HR/A
- Activity in Q1 2024
- New Purchases 183 stocks
- Additional Purchases 28 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks