Independent Wealth Network Inc. Purchases in Q4 2024

Independent Wealth Network Inc.

  • $234 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
23.2K
New
$70.54 - $79.61 $1.63M - $1.84M
23.2K $1.76M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
23K
+ 19.36%
$66.77 - $71.52 $1.54M - $1.65M
142K $9.78M
QDPL
Pacer Fds Tr Metaurus Us Large
42.3K
+ 210.76%
$37.54 - $40.11 $1.59M - $1.7M
62.4K $2.39M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
15K
+ 66.35%
$91.29 - $91.8 $1.37M - $1.38M
37.7K $3.45M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
13.3K
New
$100.16 - $100.7 $1.33M - $1.34M
13.3K $1.33M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
67.4K
New
$17.93 - $18.8 $1.21M - $1.27M
67.4K $1.23M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
27.6K
+ 40.99%
$48.5 - $53.31 $1.34M - $1.47M
95.1K $4.63M
TSLA
Tesla, Inc.

Consumer Cyclical
1.47K
+ 77.2%
$213.65 - $479.86 $315K - $707K
3.38K $1.37M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.34K
+ 24.65%
$521.84 - $558.82 $697K - $747K
6.76K $3.64M
AMZN
Amazon Com Inc

Consumer Cyclical
1.36K
+ 11.27%
$180.88 - $232.93 $247K - $318K
13.5K $2.95M
JSML
Janus Detroit Str Tr Henderson

ETFs
9.83K
New
$63.67 - $73.6 $626K - $723K
9.83K $644K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.03K
+ 21.29%
$481.22 - $538.17 $495K - $554K
5.86K $3M
SPYG
Spdr Portfolio

ETFs
336
+ 0.29%
$81.74 - $91.38 $27.5K - $30.7K
118K $10.3M
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
31.4K
New
$17.11 - $20.73 $538K - $652K
31.4K $588K
NVDA
Nvidia Corp

Technology
2.21K
+ 10.15%
$117.0 - $148.88 $259K - $329K
24K $3.22M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.9K
+ 118.38%
$119.61 - $136.3 $467K - $532K
7.2K $889K
SCHV
Schwab Strategic Tr Us Large C

ETFs
13.5K
New
$25.79 - $80.4 $349K - $1.09M
13.5K $352K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.99K
+ 4.51%
$50.37 - $50.6 $403K - $404K
185K $9.33M
HYLS
First Tr Tactical High Yield L

ETFs
7.59K
New
$41.29 - $42.03 $314K - $319K
7.59K $313K
VUG
Vanguard Growth ETF

ETFs
429
+ 8.44%
$378.79 - $428.11 $163K - $184K
5.51K $2.26M
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.39K
+ 5.84%
$61.52 - $66.5 $208K - $225K
61.4K $3.92M
BA
Boeing CO

Industrials
1.23K
+ 35.28%
$138.14 - $180.72 $169K - $222K
4.7K $832K
GM
General Motors CO

Consumer Cyclical
5.6K
New
$44.82 - $60.2 $251K - $337K
5.6K $298K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.03K
+ 18.62%
$100.24 - $101.35 $304K - $307K
19.3K $1.94M
VBK
Vanguard Small Cap Growth ETF

ETFs
862
+ 31.74%
$264.18 - $304.19 $228K - $262K
3.58K $1M
CGUS
Capital Group Core Equity ETF
7.24K
+ 35.18%
$33.96 - $36.24 $246K - $263K
27.8K $973K
IDEV
Ishares Core Msci Intl Develop

ETFs
4.15K
New
$64.18 - $70.42 $266K - $292K
4.15K $267K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
8.07K
+ 23.79%
$29.73 - $30.81 $240K - $248K
42K $1.28M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
7.31K
+ 9.47%
$28.48 - $29.56 $208K - $216K
84.4K $2.47M
TOST
Toast, Inc.

Technology
6.98K
New
$27.43 - $43.54 $192K - $304K
6.98K $254K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
11.6K
+ 24.82%
$20.98 - $21.19 $243K - $246K
58.3K $1.23M
SQ
Block, Inc.

Technology
2.86K
New
$65.06 - $98.92 $186K - $283K
2.86K $243K
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.25K
+ 16.9%
$57.53 - $60.83 $302K - $319K
36.3K $2.09M
BNDX
Vanguard Total International B

ETFs
4.76K
New
$48.91 - $50.61 $233K - $241K
4.76K $233K
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
8.45K
New
$25.79 - $27.56 $218K - $233K
8.45K $220K
NOW
Service Now, Inc.

Technology
208
New
$867.18 - $1148.42 $180K - $239K
208 $220K
CTVA
Corteva, Inc.

Basic Materials
3.71K
New
$55.21 - $64.13 $205K - $238K
3.71K $211K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.78K
New
$72.18 - $81.41 $201K - $226K
2.78K $210K
MUB
Ishares National Muni Bond ETF

ETFs
1.98K
New
$105.78 - $108.7 $209K - $215K
1.98K $210K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.06K
New
$172.07 - $207.36 $183K - $220K
1.06K $209K
TMUS
T Mobile Us, Inc.

Communication Services
950
New
$206.1 - $246.94 $196K - $235K
950 $209K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
3.67K
+ 3.92%
$11.18 - $13.68 $41.1K - $50.2K
97.3K $1.24M
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.92K
+ 51.05%
$46.07 - $48.17 $227K - $237K
14.6K $670K
ET
Energy Transfer LP

Energy
2.34K
+ 5.16%
$16.05 - $19.86 $37.5K - $46.4K
47.6K $932K
ACN
Accenture PLC

Technology
584
New
$343.9 - $376.86 $201K - $220K
584 $205K
WFC
Wells Fargo & Company

Financial Services
2.9K
New
$54.98 - $77.35 $159K - $224K
2.9K $203K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
7.63K
New
N/A
7.63K $194K
AVGO
Broadcom Inc.

Technology
306
+ 14.87%
$159.67 - $250.0 $48.9K - $76.5K
2.36K $548K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5.52K
+ 32.53%
$35.45 - $40.33 $196K - $223K
22.5K $806K
Activity Summary
Buys All Purchases 169 New Holdings 30 Increased Positions 139 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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