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
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
232
+ 0.99%
$91.43 - $91.74 $21.2K - $21.3K
23.7K $2.18M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
162
+ 0.75%
$19.73 - $22.32 $3.2K - $3.62K
21.7K $470K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
276
+ 0.9%
$42.51 - $43.7 $11.7K - $12.1K
31K $1.35M
FTCS
First Trust Capital Strength E

ETFs
89
+ 1.31%
$81.6 - $92.39 $7.26K - $8.22K
6.9K $626K
ABT
Abbott Laboratories

Healthcare
51
+ 2.06%
$123.95 - $138.08 $6.32K - $7.04K
2.52K $343K
JRS
Nuveen Real Estate Income Fund

Financial Services
2.95K
+ 15.8%
$6.92 - $8.3 $20.4K - $24.5K
21.6K $168K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2.13K
+ 2.1%
$10.78 - $11.28 $22.9K - $24K
103K $1.15M
JCPB
J P Morgan Exchange Traded Fd

ETFs
318
+ 2.11%
$45.9 - $47.2 $14.6K - $15K
15.4K $724K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
1.11K
+ 3.51%
$8.0 - $9.55 $8.89K - $10.6K
32.8K $309K
ATO
Atmos Energy Corp

Utilities
90
+ 4.46%
$145.06 - $162.66 $13.1K - $14.6K
2.11K $325K
ADP
Automatic Data Processing Inc

Industrials
32
+ 4.83%
$276.76 - $326.81 $8.86K - $10.5K
695 $214K
MDLZ
Mondelez International, Inc.

Consumer Defensive
187
+ 5.28%
$63.54 - $68.5 $11.9K - $12.8K
3.73K $251K
SCHO
Schwab Short Term Us Treasury

ETFs
416
+ 2.27%
$24.19 - $24.45 $10.1K - $10.2K
18.7K $456K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
141
+ 3.44%
$47.46 - $55.3 $6.69K - $7.8K
4.24K $233K
BNDX
Vanguard Total International B

ETFs
102
+ 1.96%
$48.77 - $49.55 $4.97K - $5.05K
5.32K $263K
WEC
Wec Energy Group, Inc.

Utilities
194
+ 8.55%
$102.24 - $109.76 $19.8K - $21.3K
2.46K $256K
INTC
Intel Corp

Technology
490
+ 5.19%
$18.13 - $22.69 $8.88K - $11.1K
9.93K $222K
ENB
Enbridge Inc

Energy
38
+ 0.73%
$41.09 - $47.16 $1.56K - $1.79K
5.25K $237K
BR
Broadridge Financial Solutions, Inc.

Technology
28
+ 3.37%
$217.22 - $246.25 $6.08K - $6.9K
858 $208K
VIG
Vanguard Dividend Appreciation

ETFs
40
+ 0.82%
N/A
4.95K $900K
RSG
Republic Services, Inc.

Industrials
10
+ 1.1%
$227.2 - $258.07 $2.27K - $2.58K
923 $227K
LQD
Ishares Iboxx $ Investment Gra

ETFs
21
+ 0.62%
$105.23 - $109.61 $2.21K - $2.3K
3.39K $371K
MCD
Mcdonalds Corp

Consumer Cyclical
59
+ 7.88%
$285.55 - $321.23 $16.8K - $19K
808 $236K
DVN
Devon Energy Corp

Energy
1.22K
+ 18.83%
$26.8 - $37.92 $32.7K - $46.2K
7.69K $244K
TSCO
Tractor Supply CO

Consumer Cyclical
221
+ 5.1%
$47.86 - $55.77 $10.6K - $12.3K
4.56K $240K
USRT
Ishares Core U.S. Reit ETF

ETFs
818
+ 1.88%
$50.37 - $57.97 $41.2K - $47.4K
44.2K $2.5M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
18
+ 0.19%
$100.04 - $100.54 $1.8K - $1.81K
9.5K $954K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
422
+ 6.6%
$45.07 - $52.57 $19K - $22.2K
6.81K $332K
RDFI
Collaborative Invt Ser Tr Rare
21.2K
+ 16.43%
N/A
150K $0
Wells Fargo CO New
8
+ 1.57%
N/A
519 $0
Innovator Etfs Trust
16.7K
+ 34.68%
N/A
64.9K $0
Capital Group Core Balanced
3.85K
+ 18.18%
N/A
25K $0
Lithium Amers Corp New
7.82K
+ 3.38%
N/A
239K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
340
+ 2.01%
N/A
17.3K $0
First Tr Exchange Traded Fd
1.47K
+ 12.43%
N/A
13.3K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
6
+ 0.11%
N/A
5.27K $0
Innovator Etfs Trust
206
+ 1.79%
N/A
11.7K $0
PSR
Invesco Actively

ETFs
27
+ 0.86%
$81.92 - $93.07 $2.21K - $2.51K
3.16K $288K
DVY
Ishares Tr

ETFs
70
+ 0.85%
$118.37 - $134.86 $8.29K - $9.44K
8.35K $1.11M
NYF
Ishares New York Muni Bond ETF

ETFs
4
+ 0.05%
$51.29 - $53.06 $205 - $212
7.42K $386K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
7
+ 0.05%
$43.63 - $45.4 $305 - $318
13.5K $604K
VDE
Vanguard Energy ETF

ETFs
132
+ 4.38%
$105.87 - $130.56 $14K - $17.2K
3.15K $376K
MRK
Merck & Co., Inc.

Healthcare
277
+ 7.61%
$73.47 - $87.12 $20.4K - $24.1K
3.92K $310K
MO
Altria Group, Inc.

Consumer Defensive
148
+ 0.81%
$55.56 - $60.91 $8.22K - $9.01K
18.5K $1.08M
VZ
Verizon Communications Inc

Communication Services
155
+ 1.33%
$41.67 - $45.62 $6.46K - $7.07K
11.8K $509K
BGS
B&G Foods, Inc.

Consumer Defensive
5.46K
+ 34.32%
$4.02 - $7.07 $22K - $38.6K
21.4K $90K
HSY
Hershey CO

Consumer Defensive
7
+ 0.17%
$151.29 - $173.13 $1.06K - $1.21K
4.05K $672K
PEP
Pepsico Inc

Consumer Defensive
83
+ 4.41%
$128.02 - $151.37 $10.6K - $12.6K
1.97K $259K
PG
Procter & Gamble CO

Consumer Defensive
43
+ 1.5%
$157.66 - $172.39 $6.78K - $7.41K
2.92K $464K
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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