Independent Wealth Network Inc. Incresed Positions 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
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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
782
+ 13.42%
$567.77 - $614.76 $444K - $481K
6.61K $4.05M
GLD
Spdr Gold Trust

ETFs
344
+ 3.6%
$300.96 - $355.47 $104K - $122K
9.89K $3.52M
ACWI
Ishares Msci Acwi ETF

ETFs
1.27K
+ 3.1%
$128.32 - $138.41 $162K - $175K
42.1K $5.82M
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
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
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
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
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
11.2K
+ 17.96%
$20.84 - $21.03 $233K - $235K
73.4K $1.54M
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
YYY
Amplify ETF Tr High Income ETF

ETFs
16K
+ 9.78%
$11.61 - $11.92 $186K - $191K
180K $2.13M
FPE
First Tr Pfd Secs & Income ETF

ETFs
8.44K
+ 7.23%
$17.81 - $18.39 $150K - $155K
125K $2.28M
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.13K
+ 26.84%
$46.37 - $47.77 $192K - $197K
19.5K $928K
SOXX
Ishares Semiconductor ETF

ETFs
241
+ 5.77%
$236.93 - $271.12 $57.1K - $65.3K
4.42K $1.2M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.31K
+ 1.5%
$42.43 - $45.05 $55.6K - $59.1K
88.5K $3.89M
FYC
First Trust Small Cap Growth A

ETFs
1.11K
+ 13.62%
$77.98 - $92.23 $86.7K - $103K
9.28K $841K
CGUS
Capital Group Core Equity ETF
2.56K
+ 7.6%
$36.89 - $39.72 $94.5K - $102K
36.3K $1.43M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.97K
+ 8.28%
$91.44 - $91.77 $180K - $180K
25.7K $2.36M
FEX
First Tr Large Cap Core Alphde

ETFs
1.15K
+ 20.05%
$110.0 - $117.08 $127K - $135K
6.89K $805K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
13.2K
+ 9.8%
$10.85 - $11.41 $143K - $150K
148K $1.65M
AVGO
Broadcom Inc.

Technology
147
+ 6.49%
$264.74 - $369.57 $38.9K - $54.3K
2.41K $795K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
6.61K
+ 28.38%
N/A
29.9K $762K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
3.19K
+ 10.3%
$43.1 - $44.6 $138K - $142K
34.2K $1.51M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
9.63K
+ 9.33%
$11.15 - $11.87 $107K - $114K
113K $1.31M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4.06K
+ 24.23%
$37.14 - $37.85 $151K - $154K
20.8K $785K
SPY
Spdr S&P 500 ETF Trust

ETFs
12
+ 0.42%
$617.65 - $666.84 $7.41K - $8K
2.84K $1.89M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.66K
+ 11.92%
$82.38 - $83.0 $137K - $138K
15.6K $1.3M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.1K
+ 12.93%
$74.93 - $80.73 $82.1K - $88.5K
9.57K $771K
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
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