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
IJR
Ishares Core S&P Sm Cap ETF

ETFs
38
+ 1.13%
$108.46 - $120.63 $4.12K - $4.58K
3.41K $404K
SCHV
Schwab Strategic Tr Us Large C

ETFs
274
+ 1.41%
$27.61 - $29.15 $7.57K - $7.99K
19.7K $573K
VEA
Vanguard Ftse Developed Market

ETFs
4
+ 0.03%
$56.02 - $60.3 $224 - $241
11.7K $698K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
39
+ 0.46%
$42.26 - $47.16 $1.65K - $1.84K
8.6K $398K
EWA
Ishares Msci Australia ETF

ETFs
462
+ 1.62%
$25.91 - $27.57 $12K - $12.7K
28.9K $780K
IJK
Ishares S&P Midcap 400 Growth

ETFs
43
+ 0.74%
$91.28 - $97.59 $3.93K - $4.2K
5.84K $559K
FTA
First Tr Large Cap Value

ETFs
48
+ 0.86%
$78.13 - $83.78 $3.75K - $4.02K
5.62K $468K
FTHI
First Trust Exchange Traded Fd

ETFs
404
+ 1.79%
$22.76 - $23.92 $9.2K - $9.66K
23K $544K
MUB
Ishares National Muni Bond ETF

ETFs
156
+ 5.48%
$103.24 - $106.68 $16.1K - $16.6K
3K $319K
META
Meta Platforms, Inc.

Communication Services
44
+ 1.38%
$695.21 - $791.73 $30.6K - $34.8K
3.23K $2.37M
PEP
Pepsico Inc

Consumer Defensive
22
+ 1.12%
$133.81 - $152.16 $2.94K - $3.35K
1.99K $279K
TSCO
Tractor Supply CO

Consumer Cyclical
3
+ 0.07%
$54.08 - $62.65 $162 - $188
4.56K $259K
GRNT
Granite Ridge Resources, Inc.
7.01K
+ 33.12%
$4.79 - $6.34 $33.6K - $44.4K
28.2K $152K
JPIE
J P Morgan Exchange Traded Fd
346
+ 2.56%
$46.01 - $46.55 $15.9K - $16.1K
13.9K $643K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
139
+ 4.33%
$92.18 - $95.14 $12.8K - $13.2K
3.35K $318K
VT
Vanguard Total World Stk Index

ETFs
10
+ 0.64%
$128.41 - $138.03 $1.28K - $1.38K
1.58K $217K
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
3.52K
+ 6.33%
$6.1 - $6.35 $21.5K - $22.4K
59.1K $363K
FV
First Trust Dorsey Wright Focu

ETFs
24
+ 0.47%
$59.23 - $62.14 $1.42K - $1.49K
5.11K $316K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
149
+ 2.03%
$48.5 - $50.19 $7.23K - $7.48K
7.5K $375K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
140
+ 0.74%
$49.78 - $50.75 $6.97K - $7.11K
19K $961K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
7
+ 0.05%
$44.22 - $45.74 $310 - $320
13.5K $617K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
36
+ 0.85%
$55.15 - $58.11 $1.99K - $2.09K
4.28K $245K
WFC
Wells Fargo & Company

Financial Services
10
+ 0.35%
$77.05 - $85.16 $771 - $852
2.85K $239K
NYF
Ishares New York Muni Bond ETF

ETFs
3
+ 0.04%
$51.6 - $53.44 $155 - $160
7.42K $396K
BNDX
Vanguard Total International B

ETFs
214
+ 4.03%
$49.0 - $49.51 $10.5K - $10.6K
5.53K $273K
TMUS
T Mobile Us, Inc.

Communication Services
29
+ 2.44%
$226.02 - $259.01 $6.55K - $7.51K
1.22K $291K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
19
+ 1.0%
$116.29 - $120.92 $2.21K - $2.3K
1.91K $229K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
3
+ 0.03%
$12.63 - $13.14 $37.9 - $39.4
10K $130K
VIG
Vanguard Dividend Appreciation

ETFs
13
+ 0.26%
N/A
4.96K $903K
SCHO
Schwab Short Term Us Treasury

ETFs
70
+ 0.37%
$24.23 - $24.42 $1.7K - $1.71K
18.8K $458K
IEMG
Ishares Inc

ETFs
30
+ 0.54%
N/A
5.57K $298K
T
At&T Inc.

Communication Services
505
+ 2.65%
$26.94 - $29.62 $13.6K - $15K
19.5K $551K
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
156
+ 2.96%
N/A
5.43K $0
Wells Fargo CO New
8
+ 1.54%
N/A
527 $0
Capital Group Core Balanced
3.59K
+ 14.36%
N/A
28.6K $0
First Tr Exchange Traded Fd
13.1K
+ 14.72%
N/A
102K $0
Nuveen Global High Income Fd
1.72K
+ 8.87%
N/A
21.2K $0
BR
Broadridge Financial Solutions, Inc.

Technology
19
+ 2.21%
$233.75 - $266.89 $4.44K - $5.07K
877 $208K
RDFI
Collaborative Invt Ser Tr Rare
38.9K
+ 25.87%
N/A
189K $0
Collaborative Investmnt Ser
1.55K
+ 7.01%
N/A
23.7K $0
SYK
Stryker Corp

Healthcare
31
+ 4.27%
$368.57 - $403.53 $11.4K - $12.5K
757 $279K
ADP
Automatic Data Processing Inc

Industrials
9
+ 1.29%
$288.69 - $310.94 $2.6K - $2.8K
704 $206K
RSG
Republic Services, Inc.

Industrials
29
+ 3.14%
$225.33 - $246.01 $6.53K - $7.13K
952 $218K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
15
+ 0.22%
$46.51 - $50.07 $698 - $751
6.83K $320K
CME
Cme Group Inc.

Financial Services
6
+ 0.22%
$258.83 - $287.1 $1.55K - $1.72K
2.69K $725K
MDLZ
Mondelez International, Inc.

Consumer Defensive
24
+ 0.64%
$60.9 - $70.75 $1.46K - $1.7K
3.76K $234K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
1.53K
+ 1.48%
$12.11 - $12.64 $18.5K - $19.3K
105K $1.3M
SPGI
S&P Global Inc.

Financial Services
2
+ 0.35%
$484.94 - $564.15 $970 - $1.13K
580 $282K
ET
Energy Transfer LP

Energy
1.18K
+ 2.05%
$17.11 - $18.16 $20.2K - $21.5K
58.9K $1.01M
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
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