Independent Wealth Network Inc. Incresed Positions in Q2 2025

Independent Wealth Network Inc.

  • $257 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
2.47K
+ 2.1%
$71.83 - $95.32 $177K - $235K
120K $11.4M
NVDA
Nvidia Corp

Technology
1.98K
+ 8.01%
$94.31 - $157.99 $186K - $312K
26.6K $4.21M
PLTR
Palantir Technologies Inc.

Technology
718
+ 3.28%
$74.01 - $144.25 $53.1K - $104K
22.6K $3.08M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
996
+ 0.69%
$58.41 - $72.69 $58.2K - $72.4K
145K $10.5M
DFUS
Dimensional ETF Tr U S Equity

ETFs
4.13K
+ 6.32%
$53.65 - $67.02 $222K - $277K
69.4K $4.65M
AMZN
Amazon Com Inc

Consumer Cyclical
1.35K
+ 10.52%
$167.32 - $223.3 $226K - $302K
14.2K $3.12M
VUG
Vanguard Growth ETF

ETFs
451
+ 8.09%
$329.49 - $438.4 $149K - $198K
6.03K $2.64M
META
Meta Platforms, Inc.

Communication Services
56
+ 1.79%
$484.66 - $738.09 $27.1K - $41.3K
3.19K $2.35M
ACWI
Ishares Msci Acwi ETF

ETFs
345
+ 0.85%
$103.59 - $128.6 $35.7K - $44.4K
40.8K $5.25M
QQQ
Invesco Qqq Trust, Series 1

ETFs
101
+ 1.74%
$416.06 - $551.64 $42K - $55.7K
5.91K $3.26M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
27.5K
+ 36.3%
$14.97 - $16.79 $412K - $462K
103K $1.73M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.68K
+ 3.44%
$45.11 - $52.34 $211K - $245K
141K $7.37M
XLK
Technology Sector Spdr

ETFs
359
+ 5.16%
$179.73 - $253.23 $64.5K - $90.9K
7.31K $1.85M
TSLA
Tesla, Inc.

Consumer Cyclical
515
+ 15.3%
$221.86 - $362.89 $114K - $187K
3.88K $1.23M
ITA
Ishares Tr

ETFs
206
+ 2.86%
$135.31 - $188.64 $27.9K - $38.9K
7.4K $1.4M
IDEV
Ishares Core Msci Intl Develop

ETFs
3.25K
+ 53.24%
$61.79 - $76.67 $201K - $249K
9.34K $710K
SPY
Spdr S&P 500 ETF Trust

ETFs
210
+ 8.02%
$496.48 - $617.85 $104K - $130K
2.83K $1.75M
SOXX
Ishares Semiconductor ETF

ETFs
345
+ 9.01%
$154.86 - $239.07 $53.4K - $82.5K
4.17K $996K
BA
Boeing CO

Industrials
263
+ 5.41%
$136.59 - $217.51 $35.9K - $57.2K
5.12K $1.07M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
3.9K
+ 7.35%
$27.3 - $31.8 $107K - $124K
57K $1.81M
VTV
Vanguard Value ETF

ETFs
1.24K
+ 57.25%
$153.67 - $176.74 $190K - $218K
3.4K $600K
BITO
Proshares Tr Bitcoin Strategy

ETFs
8.46K
+ 70.04%
$16.69 - $23.43 $141K - $198K
20.5K $441K
ET
Energy Transfer LP

Energy
11.9K
+ 26.04%
$15.65 - $18.93 $187K - $226K
57.7K $1.05M
RBLX
Roblox Corp

Communication Services
146
+ 3.9%
$51.22 - $105.59 $7.48K - $15.4K
3.89K $408K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
549
+ 6.78%
$101.93 - $128.63 $56K - $70.6K
8.64K $1.11M
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
3.95K
+ 11.52%
$14.19 - $19.22 $56.1K - $76K
38.3K $735K
GOOG
Alphabet Inc.

Communication Services
484
+ 10.76%
$146.58 - $180.01 $70.9K - $87.1K
4.98K $884K
VBK
Vanguard Small Cap Growth ETF

ETFs
277
+ 7.22%
$219.76 - $276.94 $60.9K - $76.7K
4.11K $1.14M
CGUS
Capital Group Core Equity ETF
1.48K
+ 4.57%
$29.93 - $36.93 $44.1K - $54.5K
33.7K $1.25M
AMD
Advanced Micro Devices Inc

Technology
313
+ 12.89%
$78.21 - $143.81 $24.5K - $45K
2.74K $388K
GOOGL
Alphabet Inc.

Communication Services
498
+ 21.86%
$144.7 - $178.6 $72.1K - $88.9K
2.78K $489K
SCHG
Schwab Strategic Tr Us Large C

ETFs
518
+ 1.93%
$22.27 - $29.21 $11.5K - $15.1K
27.4K $800K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.65K
+ 8.77%
$72.02 - $73.82 $119K - $122K
20.5K $1.51M
IVV
Ishares Core S&P 500 ETF

ETFs
42
+ 2.76%
$498.8 - $620.9 $20.9K - $26.1K
1.56K $969K
JSML
Janus Detroit Str Tr Henderson

ETFs
666
+ 6.41%
$54.0 - $67.45 $36K - $44.9K
11.1K $745K
VOT
Vanguard Mid Cap Growth Index

ETFs
10
+ 0.36%
$216.28 - $284.39 $2.16K - $2.84K
2.81K $797K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
90
+ 6.09%
$141.37 - $228.57 $12.7K - $20.6K
1.57K $355K
HON
Honeywell International Inc

Industrials
84
+ 2.04%
$182.86 - $232.88 $15.4K - $19.6K
4.21K $979K
YYY
Amplify ETF Tr High Income ETF

ETFs
4.76K
+ 2.99%
$10.18 - $11.74 $48.4K - $55.9K
164K $1.92M
V
Visa Inc.

Financial Services
215
+ 4.03%
$308.27 - $373.31 $66.3K - $80.3K
5.56K $1.97M
FYC
First Trust Small Cap Growth A

ETFs
186
+ 2.33%
$61.01 - $79.58 $11.3K - $14.8K
8.16K $649K
WMT
Walmart Inc.

Consumer Defensive
453
+ 8.1%
$81.79 - $99.98 $37.1K - $45.3K
6.05K $591K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
3.94K
+ 20.33%
N/A
23.3K $593K
VGT
Vanguard Information Technolog

ETFs
57
+ 11.33%
$470.37 - $663.28 $26.8K - $37.8K
560 $371K
IAU
Ishares Gold Trust

ETFs
761
+ 4.99%
$56.1 - $64.74 $42.7K - $49.3K
16K $997K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
3.41K
+ 2.24%
$24.98 - $25.66 $85.2K - $87.6K
156K $3.99M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
3.89K
+ 6.66%
$20.12 - $21.0 $78.2K - $81.7K
62.2K $1.3M
IEMG
Ishares Inc

ETFs
1.69K
+ 43.96%
N/A
5.54K $297K
IDV
Ishares Tr

ETFs
580
+ 2.83%
$27.79 - $34.84 $16.1K - $20.2K
21.1K $726K
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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