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
ABT
Abbott Laboratories

Healthcare
28
+ 1.15%
$111.1 - $140.22 $3.11K - $3.93K
2.47K $327K
TMUS
T Mobile Us, Inc.

Communication Services
22
+ 2.32%
$211.3 - $272.83 $4.65K - $6K
972 $259K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
852
+ 30.64%
$69.69 - $79.99 $59.4K - $68.2K
3.63K $259K
VDE
Vanguard Energy ETF

ETFs
193
+ 6.84%
$119.14 - $132.76 $23K - $25.6K
3.01K $390K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
828
+ 5.38%
$37.07 - $40.63 $30.7K - $33.6K
16.2K $638K
HDV
Ishares Core High Dividend ETF

ETFs
72
+ 1.71%
$110.86 - $121.12 $7.98K - $8.72K
4.28K $518K
EWA
Ishares Msci Australia ETF

ETFs
2.33K
+ 9.01%
$23.02 - $25.66 $53.7K - $59.9K
28.2K $661K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.18K
+ 7.45%
$36.63 - $37.45 $43.1K - $44K
17K $624K
MUB
Ishares National Muni Bond ETF

ETFs
407
+ 20.59%
$104.71 - $107.69 $42.6K - $43.8K
2.38K $251K
RDVY
First Trust Rising Dividend Ac

ETFs
736
+ 12.88%
$57.22 - $63.39 $42.1K - $46.7K
6.45K $377K
JCPB
J P Morgan Exchange Traded Fd

ETFs
523
+ 3.59%
$45.56 - $47.23 $23.8K - $24.7K
15.1K $709K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
1.46K
+ 4.83%
$8.69 - $9.43 $12.7K - $13.8K
31.7K $295K
ATO
Atmos Energy Corp

Utilities
43
+ 2.18%
$136.51 - $154.58 $5.87K - $6.65K
2.02K $312K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
417
+ 39.3%
$165.25 - $224.62 $68.9K - $93.7K
1.48K $245K
WEC
Wec Energy Group, Inc.

Utilities
18
+ 0.8%
$92.12 - $108.98 $1.66K - $1.96K
2.27K $247K
JPUS
Jpmorgan Diversified Return Us

ETFs
190
+ 1.54%
$111.89 - $119.08 $21.3K - $22.6K
12.5K $1.44M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
8.32K
+ 12.34%
$16.57 - $18.85 $138K - $157K
75.8K $1.26M
BGS
B&G Foods, Inc.

Consumer Defensive
4.7K
+ 41.86%
$5.62 - $7.87 $26.4K - $37K
15.9K $109K
MDLZ
Mondelez International, Inc.

Consumer Defensive
44
+ 1.26%
$56.12 - $68.15 $2.47K - $3K
3.55K $240K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
895
+ 12.43%
$110.9 - $132.93 $99.3K - $119K
8.1K $920K
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.86K
+ 6.29%
$59.61 - $66.71 $230K - $258K
65.3K $3.95M
CTVA
Corteva, Inc.

Basic Materials
133
+ 3.59%
$55.94 - $66.15 $7.44K - $8.8K
3.84K $241K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
161
+ 5.21%
$87.68 - $94.52 $14.1K - $15.2K
3.25K $304K
UNH
Unitedhealth Group Inc

Healthcare
39
+ 8.41%
$461.52 - $548.18 $18K - $21.4K
503 $263K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
692
+ 0.51%
$49.78 - $53.19 $34.4K - $36.8K
136K $6.96M
VTV
Vanguard Value ETF

ETFs
112
+ 5.47%
$167.73 - $179.21 $18.8K - $20.1K
2.16K $372K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
1.35K
+ 6.94%
$31.06 - $33.33 $41.9K - $45K
20.8K $653K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
522
+ 6.89%
$49.25 - $50.66 $25.7K - $26.4K
8.1K $401K
HSY
Hershey CO

Consumer Defensive
92
+ 2.33%
$144.74 - $186.36 $13.3K - $17.1K
4.04K $691K
SYK
Stryker Corp

Healthcare
34
+ 5.02%
$355.18 - $399.9 $12.1K - $13.6K
711 $264K
BNDX
Vanguard Total International B

ETFs
454
+ 9.54%
$48.33 - $49.5 $21.9K - $22.5K
5.21K $254K
MCD
Mcdonalds Corp

Consumer Cyclical
13
+ 1.77%
$279.74 - $321.29 $3.64K - $4.18K
749 $233K
GRNT
Granite Ridge Resources, Inc.
3.96K
+ 24.61%
$5.29 - $6.89 $21K - $27.3K
20.1K $122K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
245
+ 3.76%
$42.5 - $46.71 $10.4K - $11.4K
6.76K $306K
PSR
Invesco Actively

ETFs
146
+ 4.89%
$86.57 - $95.84 $12.6K - $14K
3.13K $289K
TSCO
Tractor Supply CO

Consumer Cyclical
215
+ 5.22%
$51.66 - $57.94 $11.1K - $12.5K
4.34K $238K
MA
Mastercard Inc

Financial Services
4
+ 0.64%
$504.67 - $576.31 $2.02K - $2.31K
628 $344K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
2
+ 0.1%
$107.24 - $116.37 $214 - $233
1.97K $229K
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
92
+ 1.09%
$25.98 - $28.41 $2.39K - $2.61K
8.54K $234K
ENB
Enbridge Inc

Energy
62
+ 1.2%
$41.54 - $45.45 $2.58K - $2.82K
5.21K $230K
CLX
Clorox CO

Consumer Defensive
514
+ 12.05%
$141.76 - $162.89 $72.9K - $83.7K
4.78K $703K
TXN
Texas Instruments Inc

Technology
27
+ 2.2%
N/A
1.25K $243K
FEX
First Tr Large Cap Core Alphde

ETFs
139
+ 2.51%
$99.27 - $109.89 $13.8K - $15.3K
5.68K $581K
Wells Fargo CO New
8
+ 1.59%
N/A
511 $0
Amplify ETF Tr
587
+ 5.0%
N/A
12.3K $0
Capital Group Core Balanced
5.89K
+ 38.56%
N/A
21.2K $0
Nuveen Global High Income Fd
466
+ 2.41%
N/A
19.8K $0
J P Morgan Exchange Traded F
971
+ 2.95%
N/A
33.9K $0
RDFI
Collaborative Invt Ser Tr Rare
29.4K
+ 29.54%
N/A
129K $0
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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