Independent Wealth Network Inc. Portfolio Holdings

Independent Wealth Network Inc.

  • $237 Million
  • Q1 2025

Independent Wealth Network Inc. has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $237 Million distributed in 245 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $9.46M, Spdr Portfolio with a value of $9.45M, Jp Morgan ETF Tr Ultra Short I with a value of $9.27M, Caterpillar Inc with a value of $8.75M, and Spdr Portfolio S&P 500 Value E with a value of $6.96M.

Examining the 13F form we can see an increase of $2.3M in the current position value, from $234M to 237M.

Below you can find more details about Independent Wealth Network Inc. portfolio as well as his latest detailed transactions.

Portfolio value $237 Million
ETFs: $158 Million
Technology: $16.7 Million
Financial Services: $14.7 Million
Industrials: $12.5 Million
Energy: $7.72 Million
Consumer Defensive: $7.02 Million
Consumer Cyclical: $6.55 Million
Communication Services: $5.31 Million
Other: $4.32 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.46 Million 4.0% of portfolio
143,876
Q1 2025 Added 1.45%
$0
$9.45 Million 3.99% of portfolio
117,575
Q1 2025 Added 0.02%
$0
$9.27 Million 3.92% of portfolio
183,083
Q1 2025 Reduced 1.17%
$163B
$8.75 Million 3.7% of portfolio
26,546
Q1 2025 Reduced 0.23%
$0
$6.96 Million 2.94% of portfolio
136,189
Q1 2025 Added 0.51%
$0
$5.16 Million 2.18% of portfolio
103,257
Q1 2025 Added 8.59%
$266B
$5 Million 2.11% of portfolio
29,885
Q1 2025 Reduced 0.51%
$0
$4.95 Million 2.09% of portfolio
105,107
Q1 2025 Added 38.33%
$0
$4.71 Million 1.99% of portfolio
40,499
Q1 2025 Added 0.34%
$3.42T
$4.63 Million 1.96% of portfolio
20,827
Q1 2025 Reduced 3.65%
$0
$3.95 Million 1.67% of portfolio
65,309
Q1 2025 Added 6.29%
$0
$3.89 Million 1.65% of portfolio
152,475
Q1 2025 Reduced 0.06%
$0
$3.77 Million 1.59% of portfolio
85,135
Q1 2025 Added 2.57%
$2.95T
$3.67 Million 1.55% of portfolio
9,770
Q1 2025 Reduced 3.94%
$0
$3.12 Million 1.32% of portfolio
6,071
Q1 2025 Reduced 10.14%
$105B
$3.03 Million 1.28% of portfolio
10,518
Q1 2025 Added 5.2%
$0
$2.73 Million 1.15% of portfolio
5,813
Q1 2025 Reduced 0.85%
$271B
$2.67 Million 1.13% of portfolio
24,668
Q1 2025 Added 2.74%
$694B
$2.64 Million 1.11% of portfolio
4,948
Q1 2025 Reduced 1.55%
$0
$2.5 Million 1.06% of portfolio
43,408
Q1 2025 Added 2.28%
$1.88T
$2.45 Million 1.03% of portfolio
12,864
Q1 2025 Reduced 4.46%
$0
$2.41 Million 1.02% of portfolio
18,656
Q1 2025 Added 2.87%
$0
$2.31 Million 0.98% of portfolio
80,827
Q1 2025 Reduced 4.27%
$0
$2.24 Million 0.95% of portfolio
39,161
Q1 2025 Added 7.88%
$0
$2.23 Million 0.94% of portfolio
21,539
Q1 2025 Added 11.54%
$0
$2.16 Million 0.91% of portfolio
23,512
Q1 2025 Reduced 37.64%
$0
$2.07 Million 0.87% of portfolio
5,576
Q1 2025 Added 1.18%
$0
$2.02 Million 0.85% of portfolio
114,622
Q1 2025 Added 5.62%
$0
$1.97 Million 0.83% of portfolio
38,626
Q1 2025 Added 74.49%
$565B
$1.87 Million 0.79% of portfolio
5,340
Q1 2025 Reduced 0.24%
$233B
$1.85 Million 0.78% of portfolio
21,865
Q1 2025 Added 1.95%
$0
$1.85 Million 0.78% of portfolio
50,600
Q1 2025 Reduced 18.85%
$0
$1.82 Million 0.77% of portfolio
159,164
Q1 2025 Added 10.1%
$1.25T
$1.81 Million 0.76% of portfolio
3,133
Q1 2025 Reduced 2.34%
$0
$1.58 Million 0.67% of portfolio
53,094
Q1 2025 Added 26.5%
$480B
$1.6 Million 0.67% of portfolio
2
Q1 2025 New
$0
$1.46 Million 0.62% of portfolio
2,618
Q1 2025 Reduced 0.61%
$0
$1.44 Million 0.61% of portfolio
133,882
Q1 2025 Added 9.96%
$0
$1.44 Million 0.61% of portfolio
6,951
Q1 2025 Added 20.13%
$0
$1.44 Million 0.61% of portfolio
12,524
Q1 2025 Added 1.54%
$0
$1.38 Million 0.58% of portfolio
18,831
Q1 2025 Added 9.8%
$0
$1.32 Million 0.56% of portfolio
13,093
Q1 2025 Reduced 1.44%
$0
$1.33 Million 0.56% of portfolio
30,697
Q1 2025 Added 3.6%
$0
$1.33 Million 0.56% of portfolio
103,487
Q1 2025 Added 6.39%
$51.7B
$1.3 Million 0.55% of portfolio
19,148
Q1 2025 Added 2.16%
$0
$1.26 Million 0.53% of portfolio
75,767
Q1 2025 Added 12.34%
$73.5B
$1.2 Million 0.51% of portfolio
2,730
Q1 2025 Added 2.71%
$0
$1.2 Million 0.51% of portfolio
12,796
Q1 2025 Added 22.56%
$0
$1.21 Million 0.51% of portfolio
58,360
Q1 2025 Added 0.06%

Summary

  • Portfolio
  • No. of Stocks 245
  • Current Value $237 Million
  • Prior Value $234 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 132 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 89 stocks
Track This Portfolio

Track Independent Wealth Network Inc. Portfolio

Follow Independent Wealth Network Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email