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
SECT
Sector 10, Inc.

ETFs
564
+ 2.78%
$57.95 - $63.16 $32.7K - $35.6K
20.9K $1.32M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.19K
+ 5.42%
$55.61 - $57.37 $122K - $125K
42.6K $2.43M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.46K
+ 8.97%
$42.67 - $46.91 $62.1K - $68.3K
17.7K $828K
AMZN
Amazon Com Inc

Consumer Cyclical
599
+ 4.21%
$211.65 - $238.24 $127K - $143K
14.8K $3.25M
VBK
Vanguard Small Cap Growth ETF

ETFs
157
+ 3.82%
$276.51 - $305.12 $43.4K - $47.9K
4.27K $1.27M
JPIN
Jp Morgan Diversified Return I

ETFs
1.56K
+ 17.01%
$63.14 - $67.96 $98.8K - $106K
10.8K $716K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
430
+ 8.3%
$82.22 - $96.68 $35.4K - $41.6K
5.61K $542K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.1K
+ 8.91%
$81.75 - $84.54 $90.3K - $93.3K
13.5K $1.14M
ORCL
Oracle Corp

Technology
111
+ 9.14%
$218.96 - $328.33 $24.3K - $36.4K
1.33K $372K
VDE
Vanguard Energy ETF

ETFs
687
+ 21.84%
$118.37 - $129.65 $81.3K - $89.1K
3.83K $482K
AMD
Advanced Micro Devices Inc

Technology
304
+ 11.09%
$134.8 - $184.42 $41K - $56.1K
3.05K $492K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
4.33K
+ 4.2%
$16.46 - $17.1 $71.3K - $74.1K
108K $1.83M
ABBV
Abb Vie Inc.

Healthcare
7
+ 0.32%
$184.85 - $231.54 $1.29K - $1.62K
2.22K $512K
BITO
Proshares Tr Bitcoin Strategy

ETFs
6.98K
+ 34.01%
$18.74 - $23.05 $131K - $161K
27.5K $541K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.12K
+ 5.49%
$72.57 - $74.72 $81.6K - $84K
21.6K $1.61M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
7.34K
+ 22.38%
$9.44 - $10.23 $69.3K - $75K
40.1K $407K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
888
+ 13.77%
$97.75 - $100.75 $86.8K - $89.5K
7.34K $735K
HSY
Hershey CO

Consumer Defensive
36
+ 0.89%
$161.95 - $193.45 $5.83K - $6.96K
4.09K $764K
CLX
Clorox CO

Consumer Defensive
603
+ 12.51%
$117.67 - $131.43 $71K - $79.3K
5.42K $668K
PSR
Invesco Actively

ETFs
926
+ 29.29%
$89.62 - $94.13 $83K - $87.2K
4.09K $378K
IVE
Ishares S&P 500 Value ETF

ETFs
292
+ 11.19%
$194.44 - $206.51 $56.8K - $60.3K
2.9K $599K
RDVY
First Trust Rising Dividend Ac

ETFs
888
+ 13.78%
$62.38 - $67.29 $55.4K - $59.8K
7.33K $493K
VGT
Vanguard Information Technolog

ETFs
55
+ 9.82%
$656.44 - $753.15 $36.1K - $41.4K
615 $459K
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
1.53K
+ 7.06%
$21.5 - $23.94 $32.9K - $36.6K
23.2K $555K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
1.15K
+ 5.56%
$33.86 - $35.74 $38.9K - $41K
21.8K $779K
XLE
Energy Sector Spdr

ETFs
158
+ 1.17%
$84.25 - $91.99 $13.3K - $14.5K
13.6K $1.22M
AAXJ
Ishares Msci All Country Asia

ETFs
14
+ 0.16%
$82.05 - $91.87 $1.15K - $1.29K
8.58K $783K
BGS
B&G Foods, Inc.

Consumer Defensive
15.6K
+ 72.93%
$4.0 - $4.72 $62.4K - $73.6K
37K $163K
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
1.86K
+ 21.36%
$29.19 - $31.2 $54.4K - $58.1K
10.6K $328K
IWM
Ishares Russell 2000 ETF

ETFs
27
+ 1.09%
$214.92 - $244.84 $5.8K - $6.61K
2.5K $605K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
423
+ 2.13%
$35.42 - $38.65 $15K - $16.3K
20.3K $770K
VNQ
Vanguard Specialized Funds Van

ETFs
442
+ 3.81%
$88.47 - $93.24 $39.1K - $41.2K
12.1K $1.1M
DVN
Devon Energy Corp

Energy
1.08K
+ 13.97%
$31.75 - $36.99 $34.1K - $39.8K
8.77K $307K
IDEV
Ishares Core Msci Intl Develop

ETFs
271
+ 2.9%
$74.68 - $80.26 $20.2K - $21.8K
9.61K $770K
MA
Mastercard Inc

Financial Services
93
+ 14.13%
$550.18 - $598.96 $51.2K - $55.7K
751 $427K
EFA
Ishares Tr Msci Eafe ETF

ETFs
109
+ 1.0%
$87.29 - $93.61 $9.51K - $10.2K
11K $1.03M
LQD
Ishares Iboxx $ Investment Gra

ETFs
415
+ 12.24%
$107.66 - $112.36 $44.7K - $46.6K
3.81K $424K
HDV
Ishares Core High Dividend ETF

ETFs
217
+ 5.08%
$118.16 - $123.66 $25.6K - $26.8K
4.49K $550K
XOM
Exxon Mobil Corp

Energy
54
+ 0.62%
$105.83 - $117.22 $5.71K - $6.33K
8.82K $993K
IDV
Ishares Tr

ETFs
128
+ 0.61%
$34.54 - $37.28 $4.42K - $4.77K
21.2K $774K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
305
+ 4.78%
$49.43 - $54.52 $15.1K - $16.6K
6.69K $362K
HYG
Ishares Tr

ETFs
561
+ 20.42%
$79.85 - $81.32 $44.8K - $45.6K
3.31K $268K
JPM
Jpmorgan Chase & CO

Financial Services
13
+ 0.8%
$282.78 - $316.06 $3.68K - $4.11K
1.64K $516K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
336
+ 1.51%
$102.4 - $103.88 $34.4K - $34.9K
22.5K $2.33M
ATO
Atmos Energy Corp

Utilities
48
+ 2.27%
$151.51 - $170.75 $7.27K - $8.2K
2.16K $368K
RPV
Invesco Exchange Traded Fd Tr

ETFs
62
+ 0.98%
$90.97 - $99.42 $5.64K - $6.16K
6.37K $632K
WEC
Wec Energy Group, Inc.

Utilities
103
+ 4.18%
$103.66 - $114.59 $10.7K - $11.8K
2.57K $294K
FTCS
First Trust Capital Strength E

ETFs
201
+ 2.92%
$89.72 - $93.74 $18K - $18.8K
7.1K $664K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.75K
+ 14.29%
$11.64 - $15.79 $20.3K - $27.6K
14K $204K
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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