Independent Wealth Network Inc. Incresed Positions in Q4 2024

Independent Wealth Network Inc.

  • $234 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
280
+ 3.16%
$52.45 - $60.02 $14.7K - $16.8K
9.14K $541K
JPM
Jpmorgan Chase & CO

Financial Services
80
+ 4.84%
$205.18 - $250.29 $16.4K - $20K
1.73K $415K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.67K
+ 4.36%
$51.09 - $55.27 $289K - $313K
135K $6.93M
COST
Costco Wholesale Corp

Consumer Defensive
31
+ 2.57%
$873.59 - $994.69 $27.1K - $30.8K
1.24K $1.14M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.22K
+ 11.67%
$80.13 - $83.77 $98.1K - $103K
11.7K $939K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
2.55K
+ 9.43%
$42.79 - $44.9 $109K - $115K
29.6K $1.27M
PSR
Invesco Actively

ETFs
862
+ 40.55%
$89.02 - $99.55 $76.7K - $85.8K
2.99K $269K
XLE
Energy Sector Spdr

ETFs
917
+ 9.63%
$83.32 - $97.27 $76.4K - $89.2K
10.4K $894K
GLD
Spdr Gold Trust

ETFs
256
+ 2.63%
$236.59 - $257.5 $60.6K - $65.9K
10K $2.42M
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
8.82K
+ 41.21%
$8.43 - $9.68 $74.3K - $85.3K
30.2K $257K
MO
Altria Group, Inc.

Consumer Defensive
449
+ 2.5%
$49.06 - $57.74 $22K - $25.9K
18.4K $963K
CLX
Clorox CO

Consumer Defensive
287
+ 7.22%
$156.51 - $169.74 $44.9K - $48.7K
4.26K $692K
CME
Cme Group Inc.

Financial Services
54
+ 2.05%
$221.17 - $246.02 $11.9K - $13.3K
2.68K $623K
XLK
Technology Sector Spdr

ETFs
17
+ 0.29%
$220.26 - $241.44 $3.74K - $4.1K
5.79K $1.35M
FTHI
First Trust Exchange Traded Fd

ETFs
1.55K
+ 6.97%
$22.89 - $24.02 $35.4K - $37.1K
23.7K $551K
T
At&T Inc.

Communication Services
1.07K
+ 6.37%
$21.22 - $23.88 $22.6K - $25.5K
17.8K $405K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.02K
+ 15.1%
$38.37 - $42.82 $77.5K - $86.5K
15.4K $590K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
100
+ 5.3%
$170.03 - $192.78 $17K - $19.3K
1.99K $367K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.09K
+ 6.31%
$48.33 - $49.08 $52.8K - $53.6K
18.4K $891K
MA
Mastercard Inc

Financial Services
32
+ 5.41%
$491.3 - $536.15 $15.7K - $17.2K
624 $328K
HDV
Ishares Core High Dividend ETF

ETFs
492
+ 13.24%
$110.82 - $121.28 $54.5K - $59.7K
4.21K $472K
VOT
Vanguard Mid Cap Growth Index

ETFs
13
+ 0.45%
$241.48 - $274.89 $3.14K - $3.57K
2.89K $733K
VGT
Vanguard Information Technolog

ETFs
21
+ 4.03%
$571.78 - $647.97 $12K - $13.6K
542 $337K
ITA
Ishares Tr

ETFs
398
+ 6.37%
$144.31 - $157.31 $57.4K - $62.6K
6.65K $965K
WTBA
West Bancorporation Inc

Financial Services
40
+ 0.38%
$18.15 - $24.35 $726 - $974
10.4K $226K
SOXX
Ishares Semiconductor ETF

ETFs
415
+ 10.17%
$211.27 - $239.8 $87.7K - $99.5K
4.5K $968K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
363
+ 1.9%
$31.36 - $32.75 $11.4K - $11.9K
19.4K $628K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
267
+ 2.64%
$100.22 - $100.73 $26.8K - $26.9K
10.4K $1.04M
UNH
Unitedhealth Group Inc

Healthcare
101
+ 27.82%
$485.52 - $625.25 $49K - $63.2K
464 $234K
TXN
Texas Instruments Inc

Technology
111
+ 9.96%
N/A
1.23K $238K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
155
+ 1.87%
$69.3 - $74.3 $10.7K - $11.5K
8.42K $601K
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
5.86K
+ 13.12%
$6.56 - $7.11 $38.5K - $41.7K
50.6K $339K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
466
+ 2.15%
$50.73 - $51.08 $23.6K - $23.8K
22.1K $1.13M
PANW
Palo Alto Networks Inc

Technology
743
+ 103.63%
$181.96 - $405.9 $135K - $302K
1.46K $265K
JPIE
J P Morgan Exchange Traded Fd
616
+ 5.0%
$45.59 - $46.25 $28.1K - $28.5K
12.9K $590K
ACWI
Ishares Msci Acwi ETF

ETFs
840
+ 2.13%
$117.05 - $123.03 $98.3K - $103K
40.4K $4.74M
ADP
Automatic Data Processing Inc

Industrials
18
+ 2.26%
$280.08 - $307.97 $5.04K - $5.54K
815 $238K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
209
+ 1.17%
$126.68 - $134.74 $26.5K - $28.2K
18.1K $2.31M
SPGI
S&P Global Inc.

Financial Services
50
+ 9.92%
$480.36 - $529.17 $24K - $26.5K
554 $275K
RDVY
First Trust Rising Dividend Ac

ETFs
262
+ 4.81%
$58.65 - $64.37 $15.4K - $16.9K
5.71K $337K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
422
+ 5.59%
$44.33 - $49.55 $18.7K - $20.9K
7.97K $358K
SYK
Stryker Corp

Healthcare
39
+ 6.11%
$345.14 - $392.15 $13.5K - $15.3K
677 $243K
GRNT
Granite Ridge Resources, Inc.
942
+ 6.21%
$5.65 - $6.78 $5.32K - $6.39K
16.1K $102K
ENB
Enbridge Inc

Energy
27
+ 0.53%
$40.4 - $43.92 $1.09K - $1.19K
5.15K $218K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
208
+ 7.21%
$88.59 - $94.57 $18.4K - $19.7K
3.09K $274K
AKBA
Akebia Therapeutics, Inc.

Healthcare
2K
+ 18.18%
$1.26 - $2.13 $2.52K - $4.26K
13K $24K
DE
Deere & CO

Industrials
11
+ 1.36%
$389.45 - $466.0 $4.28K - $5.13K
821 $347K
PG
Procter & Gamble CO

Consumer Defensive
82
+ 4.69%
$161.05 - $179.7 $13.2K - $14.7K
1.83K $307K
ATO
Atmos Energy Corp

Utilities
31
+ 1.59%
$136.41 - $151.43 $4.23K - $4.69K
1.98K $275K
Activity Summary
Buys All Purchases 169 New Holdings 30 Increased Positions 139 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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