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
KR
Kroger CO

Consumer Defensive
164
+ 0.86%
$64.62 - $74.0 $10.6K - $12.1K
19.3K $1.39M
EFA
Ishares Tr Msci Eafe ETF

ETFs
57
+ 0.53%
$72.96 - $90.39 $4.16K - $5.15K
10.9K $973K
JPM
Jpmorgan Chase & CO

Financial Services
61
+ 3.9%
$210.28 - $289.91 $12.8K - $17.7K
1.63K $471K
EWA
Ishares Msci Australia ETF

ETFs
207
+ 0.73%
$20.82 - $26.71 $4.31K - $5.53K
28.4K $748K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
240
+ 4.86%
$61.92 - $81.5 $14.9K - $19.6K
5.18K $421K
TOST
Toast, Inc.

Technology
309
+ 5.04%
$30.03 - $45.23 $9.28K - $14K
6.44K $285K
ICVT
Ishares Tr Convertible Bond Et

ETFs
397
+ 5.85%
$78.98 - $90.1 $31.4K - $35.8K
7.18K $647K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
3.6K
+ 3.48%
$47.05 - $50.22 $169K - $181K
107K $5.24M
AAXJ
Ishares Msci All Country Asia

ETFs
37
+ 0.43%
$65.0 - $82.89 $2.41K - $3.07K
8.57K $708K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
11
+ 0.55%
$139.8 - $197.22 $1.54K - $2.17K
2K $394K
UEC
Uranium Energy Corp

Energy
16
+ 0.05%
$4.0 - $7.05 $64 - $113
31.5K $214K
FV
First Trust Dorsey Wright Focu

ETFs
759
+ 17.56%
$48.43 - $59.26 $36.8K - $45K
5.08K $301K
UBER
Uber Technologies, Inc

Technology
39
+ 1.34%
$64.62 - $93.3 $2.52K - $3.64K
2.95K $275K
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.12K
+ 1.85%
$16.93 - $17.81 $35.9K - $37.8K
117K $2.08M
IVW
Ishares S&P 500 Growth ETF

ETFs
13
+ 0.38%
$82.96 - $110.1 $1.08K - $1.43K
3.44K $378K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
26
+ 0.31%
$60.34 - $74.89 $1.57K - $1.95K
8.48K $634K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
672
+ 3.12%
$102.02 - $103.5 $68.6K - $69.6K
22.2K $2.29M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.21K
+ 3.08%
$51.14 - $57.0 $61.8K - $68.9K
40.4K $2.29M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
14
+ 0.09%
$34.72 - $42.74 $486 - $598
16.2K $694K
PM
Philip Morris International Inc.

Consumer Defensive
79
+ 4.69%
$149.23 - $184.95 $11.8K - $14.6K
1.76K $320K
IWM
Ishares Russell 2000 ETF

ETFs
62
+ 2.57%
$174.82 - $215.79 $10.8K - $13.4K
2.48K $534K
VNQ
Vanguard Specialized Funds Van

ETFs
772
+ 7.12%
$79.79 - $91.42 $61.6K - $70.6K
11.6K $1.03M
CTVA
Corteva, Inc.

Basic Materials
94
+ 2.45%
$55.52 - $74.53 $5.22K - $7.01K
3.93K $293K
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 0.38%
$908.13 - $1056.85 $3.63K - $4.23K
1.05K $1.04M
FEX
First Tr Large Cap Core Alphde

ETFs
62
+ 1.09%
$90.17 - $109.96 $5.59K - $6.82K
5.74K $631K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
576
+ 0.43%
$9.73 - $11.03 $5.6K - $6.35K
134K $1.48M
MUB
Ishares National Muni Bond ETF

ETFs
464
+ 19.46%
$102.31 - $105.8 $47.5K - $49.1K
2.85K $297K
FDVV
Fidelity High Dividend ETF

ETFs
550
+ 7.79%
$43.6 - $52.02 $24K - $28.6K
7.61K $395K
JPUS
Jpmorgan Diversified Return Us

ETFs
120
+ 0.96%
$102.8 - $118.19 $12.3K - $14.2K
12.6K $1.49M
T
At&T Inc.

Communication Services
1.12K
+ 6.23%
$26.33 - $28.94 $29.4K - $32.3K
19K $550K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
720
+ 3.97%
$49.57 - $50.27 $35.7K - $36.2K
18.9K $948K
HYLS
First Tr Tactical High Yield L

ETFs
851
+ 8.44%
$39.8 - $41.84 $33.9K - $35.6K
10.9K $456K
JPIE
J P Morgan Exchange Traded Fd
835
+ 6.59%
$45.12 - $46.32 $37.7K - $38.7K
13.5K $625K
FYX
First Tr Small Cap Core Alphad

ETFs
71
+ 1.55%
$79.22 - $97.28 $5.62K - $6.91K
4.65K $452K
SCHX
Schwab Strategic Tr Us Large C

ETFs
362
+ 3.75%
$19.6 - $24.44 $7.1K - $8.85K
10K $244K
SPMD
Spdr Portfolio

ETFs
119
+ 1.62%
$44.89 - $54.38 $5.34K - $6.47K
7.47K $406K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
279
+ 4.52%
$96.84 - $99.46 $27K - $27.7K
6.45K $639K
CTAS
Cintas Corp

Industrials
49
+ 4.77%
$190.11 - $227.66 $9.32K - $11.2K
1.08K $240K
SCHV
Schwab Strategic Tr Us Large C

ETFs
284
+ 1.48%
$23.55 - $27.67 $6.69K - $7.86K
19.4K $537K
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
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
3.02K
+ 5.74%
$5.25 - $6.28 $15.9K - $19K
55.6K $347K
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
SYK
Stryker Corp

Healthcare
15
+ 2.11%
$337.37 - $395.63 $5.06K - $5.93K
726 $287K
TMUS
T Mobile Us, Inc.

Communication Services
215
+ 22.12%
$220.99 - $268.54 $47.5K - $57.7K
1.19K $282K
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
181
+ 2.12%
$24.57 - $29.72 $4.45K - $5.38K
8.72K $256K
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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