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
First Tr Exchange Traded Fd
89.2K
New
N/A
89.2K $0
Wells Fargo CO New
8
+ 1.57%
N/A
519 $0
Capital Group Core Balanced
3.85K
+ 18.18%
N/A
25K $0
Lithium Amers Corp New
7.82K
+ 3.38%
N/A
239K $0
Bondbloxx ETF Trust
12K
New
N/A
12K $0
RDFI
Collaborative Invt Ser Tr Rare
21.2K
+ 16.43%
N/A
150K $0
PSR
Invesco Actively

ETFs
27
+ 0.86%
$81.92 - $93.07 $2.21K - $2.51K
3.16K $288K
DVY
Ishares Tr

ETFs
70
+ 0.85%
$118.37 - $134.86 $8.29K - $9.44K
8.35K $1.11M
NYF
Ishares New York Muni Bond ETF

ETFs
4
+ 0.05%
$51.29 - $53.06 $205 - $212
7.42K $386K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
7
+ 0.05%
$43.63 - $45.4 $305 - $318
13.5K $604K
MRK
Merck & Co., Inc.

Healthcare
277
+ 7.61%
$73.47 - $87.12 $20.4K - $24.1K
3.92K $310K
MO
Altria Group, Inc.

Consumer Defensive
148
+ 0.81%
$55.56 - $60.91 $8.22K - $9.01K
18.5K $1.08M
VZ
Verizon Communications Inc

Communication Services
155
+ 1.33%
$41.67 - $45.62 $6.46K - $7.07K
11.8K $509K
HSY
Hershey CO

Consumer Defensive
7
+ 0.17%
$151.29 - $173.13 $1.06K - $1.21K
4.05K $672K
BGS
B&G Foods, Inc.

Consumer Defensive
5.46K
+ 34.32%
$4.02 - $7.07 $22K - $38.6K
21.4K $90K
PEP
Pepsico Inc

Consumer Defensive
83
+ 4.41%
$128.02 - $151.37 $10.6K - $12.6K
1.97K $259K
PG
Procter & Gamble CO

Consumer Defensive
43
+ 1.5%
$157.66 - $172.39 $6.78K - $7.41K
2.92K $464K
ABBV
Abb Vie Inc.

Healthcare
105
+ 4.99%
$170.16 - $206.27 $17.9K - $21.7K
2.21K $409K
GPN
Global Payments Inc

Industrials
86
+ 2.51%
$67.47 - $99.6 $5.8K - $8.57K
3.52K $281K
XLE
Energy Sector Spdr

ETFs
663
+ 5.18%
$76.44 - $94.13 $50.7K - $62.4K
13.5K $1.14M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.04K
+ 2.4%
$38.81 - $44.28 $79.2K - $90.4K
87.2K $3.7M
XOM
Exxon Mobil Corp

Energy
150
+ 1.74%
$99.93 - $119.04 $15K - $17.9K
8.76K $944K
CLX
Clorox CO

Consumer Defensive
43
+ 0.9%
$118.01 - $148.69 $5.07K - $6.39K
4.82K $578K
CVX
Chevron Corp

Energy
1.34K
+ 4.47%
$133.73 - $168.51 $179K - $225K
31.2K $4.47M
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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