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
SPMD
Spdr Portfolio

ETFs
119
+ 1.62%
$44.89 - $54.38 $5.34K - $6.47K
7.47K $406K
SCHV
Schwab Strategic Tr Us Large C

ETFs
284
+ 1.48%
$23.55 - $27.67 $6.69K - $7.86K
19.4K $537K
CTAS
Cintas Corp

Industrials
49
+ 4.77%
$190.11 - $227.66 $9.32K - $11.2K
1.08K $240K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
279
+ 4.52%
$96.84 - $99.46 $27K - $27.7K
6.45K $639K
WFC
Wells Fargo & Company

Financial Services
54
+ 1.94%
$60.98 - $80.12 $3.29K - $4.33K
2.84K $227K
FAST
Fastenal CO

Industrials
2.85K
+ 109.74%
$40.65 - $83.16 $116K - $237K
5.45K $228K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
248
+ 2.98%
$35.35 - $42.68 $8.77K - $10.6K
8.56K $364K
SPGI
S&P Global Inc.

Financial Services
29
+ 5.28%
$438.31 - $527.29 $12.7K - $15.3K
578 $304K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
785
+ 6.87%
$10.8 - $16.92 $8.48K - $13.3K
12.2K $167K
MA
Mastercard Inc

Financial Services
30
+ 4.78%
$479.92 - $590.74 $14.4K - $17.7K
658 $369K
TMUS
T Mobile Us, Inc.

Communication Services
215
+ 22.12%
$220.99 - $268.54 $47.5K - $57.7K
1.19K $282K
SYK
Stryker Corp

Healthcare
15
+ 2.11%
$337.37 - $395.63 $5.06K - $5.93K
726 $287K
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
181
+ 2.12%
$24.57 - $29.72 $4.45K - $5.38K
8.72K $256K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
232
+ 0.99%
$91.43 - $91.74 $21.2K - $21.3K
23.7K $2.18M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
162
+ 0.75%
$19.73 - $22.32 $3.2K - $3.62K
21.7K $470K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
276
+ 0.9%
$42.51 - $43.7 $11.7K - $12.1K
31K $1.35M
ABT
Abbott Laboratories

Healthcare
51
+ 2.06%
$123.95 - $138.08 $6.32K - $7.04K
2.52K $343K
FTCS
First Trust Capital Strength E

ETFs
89
+ 1.31%
$81.6 - $92.39 $7.26K - $8.22K
6.9K $626K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2.13K
+ 2.1%
$10.78 - $11.28 $22.9K - $24K
103K $1.15M
JCPB
J P Morgan Exchange Traded Fd

ETFs
318
+ 2.11%
$45.9 - $47.2 $14.6K - $15K
15.4K $724K
JRS
Nuveen Real Estate Income Fund

Financial Services
2.95K
+ 15.8%
$6.92 - $8.3 $20.4K - $24.5K
21.6K $168K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
1.11K
+ 3.51%
$8.0 - $9.55 $8.89K - $10.6K
32.8K $309K
ATO
Atmos Energy Corp

Utilities
90
+ 4.46%
$145.06 - $162.66 $13.1K - $14.6K
2.11K $325K
ADP
Automatic Data Processing Inc

Industrials
32
+ 4.83%
$276.76 - $326.81 $8.86K - $10.5K
695 $214K
GRNT
Granite Ridge Resources, Inc.
1.1K
+ 5.46%
$4.69 - $6.66 $5.14K - $7.3K
21.2K $134K
SCHO
Schwab Short Term Us Treasury

ETFs
416
+ 2.27%
$24.19 - $24.45 $10.1K - $10.2K
18.7K $456K
MDLZ
Mondelez International, Inc.

Consumer Defensive
187
+ 5.28%
$63.54 - $68.5 $11.9K - $12.8K
3.73K $251K
WEC
Wec Energy Group, Inc.

Utilities
194
+ 8.55%
$102.24 - $109.76 $19.8K - $21.3K
2.46K $256K
BNDX
Vanguard Total International B

ETFs
102
+ 1.96%
$48.77 - $49.55 $4.97K - $5.05K
5.32K $263K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
141
+ 3.44%
$47.46 - $55.3 $6.69K - $7.8K
4.24K $233K
INTC
Intel Corp

Technology
490
+ 5.19%
$18.13 - $22.69 $8.88K - $11.1K
9.93K $222K
ENB
Enbridge Inc

Energy
38
+ 0.73%
$41.09 - $47.16 $1.56K - $1.79K
5.25K $237K
BR
Broadridge Financial Solutions, Inc.

Technology
28
+ 3.37%
$217.22 - $246.25 $6.08K - $6.9K
858 $208K
VIG
Vanguard Dividend Appreciation

ETFs
40
+ 0.82%
N/A
4.95K $900K
RSG
Republic Services, Inc.

Industrials
10
+ 1.1%
$227.2 - $258.07 $2.27K - $2.58K
923 $227K
LQD
Ishares Iboxx $ Investment Gra

ETFs
21
+ 0.62%
$105.23 - $109.61 $2.21K - $2.3K
3.39K $371K
MCD
Mcdonalds Corp

Consumer Cyclical
59
+ 7.88%
$285.55 - $321.23 $16.8K - $19K
808 $236K
TSCO
Tractor Supply CO

Consumer Cyclical
221
+ 5.1%
$47.86 - $55.77 $10.6K - $12.3K
4.56K $240K
DVN
Devon Energy Corp

Energy
1.22K
+ 18.83%
$26.8 - $37.92 $32.7K - $46.2K
7.69K $244K
USRT
Ishares Core U.S. Reit ETF

ETFs
818
+ 1.88%
$50.37 - $57.97 $41.2K - $47.4K
44.2K $2.5M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
422
+ 6.6%
$45.07 - $52.57 $19K - $22.2K
6.81K $332K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
18
+ 0.19%
$100.04 - $100.54 $1.8K - $1.81K
9.5K $954K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
340
+ 2.01%
N/A
17.3K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
6
+ 0.11%
N/A
5.27K $0
First Tr Exchng Traded Fd Vi
8.94K
New
N/A
8.94K $0
Innovator Etfs Trust
9.98K
New
N/A
9.98K $0
Innovator Etfs Trust
16.7K
+ 34.68%
N/A
64.9K $0
First Tr Exchange Traded Fd
1.47K
+ 12.43%
N/A
13.3K $0
Innovator Etfs Trust
206
+ 1.79%
N/A
11.7K $0
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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