Independent Wealth Network Inc. Incresed Positions in Q1 2025

Independent Wealth Network Inc.

  • $237 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
29.1K
+ 38.33%
$47.03 - $47.8 $1.37M - $1.39M
105K $4.95M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
16.5K
+ 74.49%
$50.87 - $51.09 $839K - $842K
38.6K $1.97M
GLD
Spdr Gold Trust

ETFs
520
+ 5.2%
$243.19 - $288.14 $126K - $150K
10.5K $3.03M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
8.17K
+ 8.59%
$47.59 - $50.79 $389K - $415K
103K $5.16M
SLV
I Shares Silver Trust

ETFs
3.42K
+ 3.78%
$26.93 - $31.32 $92K - $107K
93.9K $2.91M
XLE
Energy Sector Spdr

ETFs
2.36K
+ 22.56%
$85.7 - $93.96 $202K - $221K
12.8K $1.2M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
11.7K
+ 153.6%
N/A
19.4K $493K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
11.1K
+ 26.5%
$29.34 - $31.31 $326K - $348K
53.1K $1.58M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.23K
+ 11.54%
$100.59 - $103.47 $224K - $231K
21.5K $2.23M
IAU
Ishares Gold Trust

ETFs
2.85K
+ 23.0%
$49.74 - $58.96 $142K - $168K
15.2K $898K
PLTR
Palantir Technologies Inc.

Technology
419
+ 1.95%
$64.98 - $124.62 $27.2K - $52.2K
21.9K $1.85M
PG
Procter & Gamble CO

Consumer Defensive
1.04K
+ 56.88%
$158.56 - $176.26 $165K - $184K
2.87K $489K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.13K
+ 2.57%
$42.18 - $45.16 $89.9K - $96.3K
85.1K $3.77M
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.61K
+ 41.53%
$25.77 - $27.6 $145K - $155K
19.1K $508K
IDEV
Ishares Core Msci Intl Develop

ETFs
1.94K
+ 46.83%
$63.77 - $71.36 $124K - $139K
6.1K $419K
YYY
Amplify ETF Tr High Income ETF

ETFs
14.6K
+ 10.1%
$11.38 - $12.01 $166K - $175K
159K $1.82M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.68K
+ 9.8%
$71.17 - $73.66 $120K - $124K
18.8K $1.38M
KR
Kroger CO

Consumer Defensive
405
+ 2.16%
$58.36 - $67.72 $23.6K - $27.4K
19.1K $1.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.86K
+ 7.88%
$56.17 - $59.71 $161K - $171K
39.2K $2.24M
ITA
Ishares Tr

ETFs
547
+ 8.23%
$144.84 - $159.5 $79.2K - $87.2K
7.19K $1.1M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
12.1K
+ 9.96%
$10.53 - $11.08 $128K - $134K
134K $1.44M
EFA
Ishares Tr Msci Eafe ETF

ETFs
775
+ 7.71%
$74.85 - $84.89 $58K - $65.8K
10.8K $884K
XOM
Exxon Mobil Corp

Energy
237
+ 2.83%
$105.44 - $118.93 $25K - $28.2K
8.61K $1.02M
QCOM
Qualcomm Inc

Technology
804
+ 58.43%
$151.94 - $175.86 $122K - $141K
2.18K $334K
CGUS
Capital Group Core Equity ETF
4.41K
+ 15.85%
$33.08 - $36.62 $146K - $162K
32.2K $1.08M
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.39K
+ 31.22%
$24.91 - $29.02 $159K - $186K
26.9K $672K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
292
+ 5.0%
$162.48 - $175.37 $47.4K - $51.2K
6.13K $1.07M
T
At&T Inc.

Communication Services
130
+ 0.73%
$21.56 - $28.28 $2.8K - $3.68K
17.9K $506K
HYLS
First Tr Tactical High Yield L

ETFs
2.48K
+ 32.71%
$40.95 - $41.77 $102K - $104K
10.1K $413K
FPE
First Tr Pfd Secs & Income ETF

ETFs
6.1K
+ 5.62%
$17.53 - $17.87 $107K - $109K
115K $2.02M
IDV
Ishares Tr

ETFs
670
+ 3.38%
$27.0 - $31.7 $18.1K - $21.2K
20.5K $635K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
520
+ 2.87%
$126.11 - $135.06 $65.6K - $70.2K
18.7K $2.41M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
10.7K
+ 11.82%
$11.22 - $11.8 $120K - $126K
101K $1.13M
VCIT
Vanguard Intermediate Term Cor

ETFs
910
+ 7.77%
$79.17 - $82.04 $72K - $74.7K
12.6K $1.03M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
6.22K
+ 6.39%
$11.96 - $13.56 $74.3K - $84.3K
103K $1.33M
XLK
Technology Sector Spdr

ETFs
1.17K
+ 20.13%
$206.38 - $242.18 $240K - $282K
6.95K $1.44M
CME
Cme Group Inc.

Financial Services
4
+ 0.15%
$225.82 - $266.54 $903 - $1.07K
2.69K $712K
KSS
Kohls Corp

Consumer Cyclical
33.9K
+ 99.51%
$8.06 - $14.12 $273K - $478K
67.9K $555K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.03K
+ 43.13%
$92.45 - $106.69 $95.5K - $110K
3.43K $318K
USRT
Ishares Core U.S. Reit ETF

ETFs
969
+ 2.28%
$55.14 - $60.29 $53.4K - $58.4K
43.4K $2.5M
CASY
Caseys General Stores Inc

Consumer Cyclical
21
+ 1.36%
$378.71 - $442.54 $7.95K - $9.29K
1.57K $679K
MRK
Merck & Co., Inc.

Healthcare
1.03K
+ 39.56%
$83.01 - $101.02 $85.7K - $104K
3.64K $326K
AAXJ
Ishares Msci All Country Asia

ETFs
677
+ 8.62%
$69.59 - $77.09 $47.1K - $52.2K
8.53K $631K
ARCC
Ares Capital Corp

Financial Services
2.27K
+ 4.78%
$21.28 - $23.81 $48.3K - $54K
49.8K $1.1M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
1.07K
+ 3.6%
$42.36 - $43.8 $45.2K - $46.8K
30.7K $1.33M
VNQ
Vanguard Specialized Funds Van

ETFs
510
+ 4.94%
$85.55 - $94.34 $43.6K - $48.1K
10.8K $981K
NFLX
Netflix Inc

Communication Services
40
+ 8.28%
$828.4 - $1058.6 $33.1K - $42.3K
523 $487K
JPIN
Jp Morgan Diversified Return I

ETFs
420
+ 4.7%
$52.75 - $58.91 $22.2K - $24.7K
9.35K $534K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
2.96K
+ 26.36%
$9.19 - $12.93 $27.2K - $38.3K
14.2K $158K
Activity Summary
Buys All Purchases 150 New Holdings 18 Increased Positions 132 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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