Independent Wealth Network Inc. Purchases in Q2 2025

Independent Wealth Network Inc.

  • $257 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
2.47K
+ 2.1%
$71.83 - $95.32 $177K - $235K
120K $11.4M
NVDA
Nvidia Corp

Technology
1.98K
+ 8.01%
$94.31 - $157.99 $186K - $312K
26.6K $4.21M
PLTR
Palantir Technologies Inc.

Technology
718
+ 3.28%
$74.01 - $144.25 $53.1K - $104K
22.6K $3.08M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
996
+ 0.69%
$58.41 - $72.69 $58.2K - $72.4K
145K $10.5M
DFUS
Dimensional ETF Tr U S Equity

ETFs
4.13K
+ 6.32%
$53.65 - $67.02 $222K - $277K
69.4K $4.65M
AMZN
Amazon Com Inc

Consumer Cyclical
1.35K
+ 10.52%
$167.32 - $223.3 $226K - $302K
14.2K $3.12M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.78K
New
$171.4 - $227.1 $476K - $631K
2.78K $631K
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
15.9K
New
$34.58 - $38.82 $549K - $616K
15.9K $613K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
7.14K
New
$70.7 - $82.14 $505K - $587K
7.14K $586K
VUG
Vanguard Growth ETF

ETFs
451
+ 8.09%
$329.49 - $438.4 $149K - $198K
6.03K $2.64M
ACWI
Ishares Msci Acwi ETF

ETFs
345
+ 0.85%
$103.59 - $128.6 $35.7K - $44.4K
40.8K $5.25M
QQQ
Invesco Qqq Trust, Series 1

ETFs
101
+ 1.74%
$416.06 - $551.64 $42K - $55.7K
5.91K $3.26M
SLV
I Shares Silver Trust

ETFs
9.23K
+ 9.82%
$27.08 - $33.74 $250K - $311K
103K $3.38M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
27.5K
+ 36.3%
$14.97 - $16.79 $412K - $462K
103K $1.73M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.68K
+ 3.44%
$45.11 - $52.34 $211K - $245K
141K $7.37M
XLK
Technology Sector Spdr

ETFs
359
+ 5.16%
$179.73 - $253.23 $64.5K - $90.9K
7.31K $1.85M
TSLA
Tesla, Inc.

Consumer Cyclical
515
+ 15.3%
$221.86 - $362.89 $114K - $187K
3.88K $1.23M
ITA
Ishares Tr

ETFs
206
+ 2.86%
$135.31 - $188.64 $27.9K - $38.9K
7.4K $1.4M
IDEV
Ishares Core Msci Intl Develop

ETFs
3.25K
+ 53.24%
$61.79 - $76.67 $201K - $249K
9.34K $710K
SPY
Spdr S&P 500 ETF Trust

ETFs
210
+ 8.02%
$496.48 - $617.85 $104K - $130K
2.83K $1.75M
SOXX
Ishares Semiconductor ETF

ETFs
345
+ 9.01%
$154.86 - $239.07 $53.4K - $82.5K
4.17K $996K
APH
Amphenol Corp

Technology
2.7K
New
$59.09 - $98.75 $159K - $266K
2.7K $266K
ORCL
Oracle Corp

Technology
1.22K
New
$122.82 - $218.63 $149K - $266K
1.22K $265K
BA
Boeing CO

Industrials
263
+ 5.41%
$136.59 - $217.51 $35.9K - $57.2K
5.12K $1.07M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.41K
New
$45.88 - $54.4 $202K - $240K
4.41K $239K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
3.9K
+ 7.35%
$27.3 - $31.8 $107K - $124K
57K $1.81M
TT
Trane Technologies PLC

Industrials
535
New
$315.21 - $437.41 $169K - $234K
535 $234K
INTU
Intuit Inc

Technology
292
New
$544.07 - $787.63 $159K - $230K
292 $229K
VTV
Vanguard Value ETF

ETFs
1.24K
+ 57.25%
$153.67 - $176.74 $190K - $218K
3.4K $600K
SQ
Block, Inc.

Technology
3.92K
New
N/A
3.92K $224K
BITO
Proshares Tr Bitcoin Strategy

ETFs
8.46K
+ 70.04%
$16.69 - $23.43 $141K - $198K
20.5K $441K
VBR
Vanguard Small Cap Value ETF

ETFs
1.07K
New
$162.76 - $195.77 $174K - $209K
1.07K $208K
FDL
First Tr Morningstar Dividend

ETFs
4.93K
New
$38.19 - $43.19 $188K - $213K
4.93K $206K
VT
Vanguard Total World Stk Index

ETFs
1.57K
New
$103.16 - $128.52 $162K - $201K
1.57K $201K
APP
App Lovin Corp

Technology
573
New
$219.37 - $417.89 $126K - $239K
573 $200K
ET
Energy Transfer LP

Energy
11.9K
+ 26.04%
$15.65 - $18.93 $187K - $226K
57.7K $1.05M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
549
+ 6.78%
$101.93 - $128.63 $56K - $70.6K
8.64K $1.11M
RBLX
Roblox Corp

Communication Services
146
+ 3.9%
$51.22 - $105.59 $7.48K - $15.4K
3.89K $408K
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
3.95K
+ 11.52%
$14.19 - $19.22 $56.1K - $76K
38.3K $735K
GOOG
Alphabet Inc.

Communication Services
484
+ 10.76%
$146.58 - $180.01 $70.9K - $87.1K
4.98K $884K
VBK
Vanguard Small Cap Growth ETF

ETFs
277
+ 7.22%
$219.76 - $276.94 $60.9K - $76.7K
4.11K $1.14M
CGUS
Capital Group Core Equity ETF
1.48K
+ 4.57%
$29.93 - $36.93 $44.1K - $54.5K
33.7K $1.25M
AMD
Advanced Micro Devices Inc

Technology
313
+ 12.89%
$78.21 - $143.81 $24.5K - $45K
2.74K $388K
GOOGL
Alphabet Inc.

Communication Services
498
+ 21.86%
$144.7 - $178.6 $72.1K - $88.9K
2.78K $489K
SCHG
Schwab Strategic Tr Us Large C

ETFs
518
+ 1.93%
$22.27 - $29.21 $11.5K - $15.1K
27.4K $800K
F
Ford Motor CO

Consumer Cyclical
11.7K
New
$8.69 - $10.85 $102K - $127K
11.7K $126K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.65K
+ 8.77%
$72.02 - $73.82 $119K - $122K
20.5K $1.51M
IVV
Ishares Core S&P 500 ETF

ETFs
42
+ 2.76%
$498.8 - $620.9 $20.9K - $26.1K
1.56K $969K
JSML
Janus Detroit Str Tr Henderson

ETFs
666
+ 6.41%
$54.0 - $67.45 $36K - $44.9K
11.1K $745K
Activity Summary
Buys All Purchases 175 New Holdings 18 Increased Positions 157 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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