Independent Wealth Network Inc. Purchases in Q3 2025

Independent Wealth Network Inc.

  • $291 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
28
+ 0.11%
$390.92 - $477.15 $10.9K - $13.4K
26.5K $12.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
31.3K
+ 18.95%
$50.47 - $50.74 $1.58M - $1.59M
196K $9.96M
SPYG
Spdr Portfolio

ETFs
1.39K
+ 1.15%
$94.33 - $105.31 $131K - $146K
121K $12.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.42K
+ 3.05%
$72.65 - $78.68 $321K - $348K
149K $11.7M
SLV
I Shares Silver Trust

ETFs
1.08K
+ 1.04%
$32.73 - $42.5 $35.2K - $45.7K
104K $4.42M
AAPL
Apple Inc.

Technology
163
+ 0.84%
$202.38 - $256.87 $33K - $41.9K
19.6K $4.99M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
22.9K
New
$38.1 - $40.7 $873K - $933K
22.9K $908K
NVDA
Nvidia Corp

Technology
698
+ 2.62%
$153.3 - $186.58 $107K - $130K
27.3K $5.1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.67K
+ 4.74%
$52.12 - $55.33 $348K - $369K
148K $8.16M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
8.45K
+ 118.3%
$82.42 - $87.03 $696K - $735K
15.6K $1.36M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.71K
+ 97.59%
$225.11 - $247.9 $611K - $673K
5.49K $1.36M
PKG
Packaging Corp Of America

Consumer Cyclical
3.12K
New
$191.41 - $220.25 $597K - $687K
3.12K $679K
GLD
Spdr Gold Trust

ETFs
344
+ 3.6%
$300.96 - $355.47 $104K - $122K
9.89K $3.52M
CRM
Salesforce, Inc.

Technology
2.51K
New
$231.66 - $273.65 $581K - $686K
2.51K $594K
ACWI
Ishares Msci Acwi ETF

ETFs
1.27K
+ 3.1%
$128.32 - $138.41 $162K - $175K
42.1K $5.82M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
19.7K
New
$25.39 - $25.57 $500K - $503K
19.7K $503K
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.58K
New
$85.01 - $90.35 $475K - $504K
5.58K $498K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
6.8K
+ 6.36%
$48.06 - $50.98 $327K - $347K
114K $5.74M
CVX
Chevron Corp

Energy
709
+ 2.27%
$145.57 - $161.83 $103K - $115K
31.9K $4.96M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
17.3K
+ 11.12%
$25.21 - $25.99 $437K - $450K
173K $4.48M
GOOGL
Alphabet Inc.

Communication Services
1.2K
+ 43.12%
$174.36 - $254.72 $209K - $305K
3.97K $965K
GOOG
Alphabet Inc.

Communication Services
489
+ 9.81%
$175.16 - $255.24 $85.7K - $125K
5.47K $1.33M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
8.69K
+ 22.98%
$50.82 - $51.09 $442K - $444K
46.5K $2.38M
XEMD
Bondbloxx ETF Tr Jp Morgan Usd

ETFs
10.2K
New
$42.8 - $44.0 $436K - $448K
10.2K $445K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.27K
+ 33.98%
$100.37 - $100.74 $429K - $430K
16.8K $1.7M
IAU
Ishares Gold Trust

ETFs
2.25K
+ 14.06%
$61.62 - $72.77 $139K - $164K
18.2K $1.33M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.69K
+ 11.74%
$31.79 - $33.42 $213K - $224K
63.7K $2.13M
VUG
Vanguard Growth ETF

ETFs
138
+ 2.29%
$433.97 - $484.08 $59.9K - $66.8K
6.17K $2.96M
PANW
Palo Alto Networks Inc

Technology
1.54K
New
$167.06 - $208.19 $258K - $321K
1.54K $313K
JPUS
Jpmorgan Diversified Return Us

ETFs
1.85K
+ 14.64%
$117.71 - $125.02 $218K - $231K
14.5K $1.8M
USRT
Ishares Core U.S. Reit ETF

ETFs
3.65K
+ 8.24%
$55.64 - $59.37 $203K - $216K
47.9K $2.81M
CTRA
Coterra Energy Inc.

Energy
12.7K
New
$23.09 - $25.45 $294K - $324K
12.7K $301K
SGOL
Abrdn Gold ETF Trust

ETFs
7.46K
New
$31.18 - $36.81 $233K - $274K
7.46K $274K
FDVV
Fidelity High Dividend ETF

ETFs
4.32K
+ 56.71%
$52.42 - $55.71 $226K - $241K
11.9K $664K
JSML
Janus Detroit Str Tr Henderson

ETFs
2.43K
+ 21.97%
$67.04 - $77.09 $163K - $187K
13.5K $1.01M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
350
+ 7.22%
$459.11 - $506.91 $161K - $177K
5.2K $2.61M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.12K
+ 93.38%
$53.81 - $57.52 $221K - $237K
8.52K $490K
MU
Micron Technology Inc

Technology
1.41K
New
$104.88 - $168.89 $148K - $238K
1.41K $236K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
11.2K
+ 17.96%
$20.84 - $21.03 $233K - $235K
73.4K $1.54M
ADBE
Adobe Inc.

Technology
661
New
$333.65 - $392.1 $221K - $259K
661 $233K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.91K
New
$45.6 - $46.92 $224K - $230K
4.91K $229K
SNA
Snap On Inc

Industrials
648
New
$313.01 - $346.53 $203K - $225K
648 $224K
VAW
Vanguard Materials ETF

ETFs
1.1K
New
$193.21 - $210.15 $212K - $231K
1.1K $224K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
545
+ 2.95%
$132.9 - $142.03 $72.4K - $77.4K
19K $2.68M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.17K
+ 13.57%
$128.6 - $136.01 $151K - $160K
9.82K $1.33M
MEAR
Blackrock Short Maturity Munic

ETFs
4.17K
New
$50.17 - $50.56 $209K - $211K
4.17K $210K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
645
New
$275.84 - $326.36 $178K - $211K
645 $210K
ROM
Proshares Ultra Technology

ETFs
2.26K
New
$74.72 - $93.32 $169K - $211K
2.26K $209K
TDIV
First Trust Nasdaq Technology

ETFs
2.12K
New
$89.27 - $100.33 $189K - $212K
2.12K $208K
Activity Summary
Buys All Purchases 182 New Holdings 30 Increased Positions 152 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 1 Puts 0
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