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
Collaborative Investmnt Ser
2K
+ 9.88%
N/A
22.2K $0
First Tr Exchange Traded Fd
1.21K
+ 11.41%
N/A
11.9K $0
FJAN
First Exc Trd Viii Cboe Vest U
1.31K
+ 2.65%
N/A
50.7K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
3.57K
+ 26.79%
N/A
16.9K $0
Lithium Amers Corp New
14.5K
+ 6.66%
N/A
231K $0
FSCO
Fs Cr Opportunities Corp Com
4.88K
+ 9.63%
N/A
55.5K $0
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
107
+ 2.68%
$53.6 - $58.97 $5.74K - $6.31K
4.1K $224K
BA
Boeing CO

Industrials
160
+ 3.4%
$148.15 - $186.25 $23.7K - $29.8K
4.86K $829K
FSK
Fs Kkr Capital Corp

Financial Services
672
+ 2.73%
$20.47 - $24.06 $13.8K - $16.2K
25.3K $530K
AMD
Advanced Micro Devices Inc

Technology
318
+ 15.07%
$96.63 - $129.55 $30.7K - $41.2K
2.43K $249K
WMT
Walmart Inc.

Consumer Defensive
26
+ 0.47%
$84.5 - $105.05 $2.2K - $2.73K
5.59K $491K
JSML
Janus Detroit Str Tr Henderson

ETFs
555
+ 5.65%
$58.87 - $69.7 $32.7K - $38.7K
10.4K $631K
WTBA
West Bancorporation Inc

Financial Services
155
+ 1.48%
$19.94 - $22.62 $3.09K - $3.51K
10.6K $211K
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
2.03K
+ 4.01%
$6.12 - $6.74 $12.4K - $13.7K
52.6K $322K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
36
+ 0.06%
$20.7 - $21.15 $745 - $761
58.4K $1.21M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
342
+ 4.29%
$40.03 - $46.81 $13.7K - $16K
8.31K $338K
FTHI
First Trust Exchange Traded Fd

ETFs
559
+ 2.36%
$21.62 - $23.74 $12.1K - $13.3K
24.3K $530K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
27
+ 0.32%
$67.03 - $74.61 $1.81K - $2.01K
8.45K $574K
ACWI
Ishares Msci Acwi ETF

ETFs
138
+ 0.34%
$115.16 - $124.13 $15.9K - $17.1K
40.5K $4.71M
MSI
Motorola Solutions, Inc.

Technology
72
+ 2.71%
$411.73 - $482.1 $29.6K - $34.7K
2.73K $1.2M
VBK
Vanguard Small Cap Growth ETF

ETFs
258
+ 7.21%
$247.97 - $296.33 $64K - $76.5K
3.84K $965K
HON
Honeywell International Inc

Industrials
89
+ 2.21%
$202.75 - $226.52 $18K - $20.2K
4.12K $873K
FYX
First Tr Small Cap Core Alphad

ETFs
106
+ 2.37%
$89.26 - $104.61 $9.46K - $11.1K
4.58K $412K
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
2.86K
+ 9.09%
$15.58 - $20.55 $44.5K - $58.8K
34.3K $546K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
366
+ 5.57%
$47.25 - $67.02 $17.3K - $24.5K
6.94K $330K
FYC
First Trust Small Cap Growth A

ETFs
322
+ 4.21%
$68.13 - $80.57 $21.9K - $25.9K
7.98K $548K
HD
Home Depot, Inc.

Consumer Cyclical
35
+ 1.25%
$347.25 - $424.87 $12.2K - $14.9K
2.83K $1.04M
VUG
Vanguard Growth ETF

ETFs
65
+ 1.18%
$369.1 - $427.61 $24K - $27.8K
5.58K $2.07M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.06K
+ 1.45%
$64.88 - $72.1 $134K - $149K
144K $9.46M
NVDA
Nvidia Corp

Technology
659
+ 2.74%
$106.98 - $149.43 $70.5K - $98.5K
24.7K $2.67M
SPYG
Spdr Portfolio

ETFs
29
+ 0.02%
$80.05 - $92.39 $2.32K - $2.68K
118K $9.45M
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
Track This Portfolio

Track Independent Wealth Network Inc. Portfolio

Follow Independent Wealth Network Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email