Independent Wealth Network Inc. Reduced Holdings in Q3 2025

Independent Wealth Network Inc.

  • $291 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PLTR
Palantir Technologies Inc.

Technology
-8.54K
- 37.8%
$130.68 - $186.97 $1.12M - $1.6M
14K $2.56M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
-9.66K
- 10.26%
$47.36 - $47.65 $458K - $460K
84.5K $4.01M
HD
Home Depot, Inc.

Consumer Cyclical
-1.44K
- 51.3%
$357.4 - $423.42 $516K - $611K
1.37K $555K
KR
Kroger CO

Consumer Defensive
-4.58K
- 23.71%
$64.52 - $74.35 $295K - $340K
14.7K $993K
FSK
Fs Kkr Capital Corp

Financial Services
-6.78K
- 26.8%
$14.93 - $22.48 $101K - $152K
18.5K $276K
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
-4.35K
- 27.43%
$38.32 - $39.33 $167K - $171K
11.5K $451K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-2.66K
- 31.72%
$59.81 - $60.11 $159K - $160K
5.72K $342K
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
-12.1K
- 31.64%
$18.65 - $22.58 $226K - $273K
26.2K $585K
RBLX
Roblox Corp

Communication Services
-1.75K
- 44.94%
$100.65 - $141.56 $176K - $247K
2.14K $296K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
-6.18K
- 7.88%
$30.43 - $31.63 $188K - $195K
72.2K $2.28M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-910
- 9.58%
$100.16 - $100.7 $91.1K - $91.6K
8.59K $864K
USFR
Wisdomtree Floating Rate Treas

ETFs
-1.72K
- 17.06%
$50.23 - $50.48 $86.5K - $87K
8.38K $421K
NFLX
Netflix Inc

Communication Services
-8
- 1.54%
$1147.87 - $1297.18 $9.18K - $10.4K
511 $612K
TOST
Toast, Inc.

Technology
-899
- 13.96%
$36.51 - $49.3 $32.8K - $44.3K
5.54K $202K
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 0.19%
$915.95 - $994.57 $1.83K - $1.99K
1.04K $966K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-1.68K
- 27.68%
$50.7 - $54.86 $85.2K - $92.2K
4.39K $240K
DE
Deere & CO

Industrials
-27
- 3.43%
$457.26 - $524.37 $12.3K - $14.2K
760 $347K
CTAS
Cintas Corp

Industrials
-83
- 7.71%
$199.29 - $226.27 $16.5K - $18.8K
994 $204K
PM
Philip Morris International Inc.

Consumer Defensive
-4
- 0.23%
$157.77 - $183.27 $631 - $733
1.76K $285K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.93K
- 19.28%
$24.46 - $26.5 $47.3K - $51.2K
8.09K $213K
CTVA
Corteva, Inc.

Basic Materials
-9
- 0.23%
$67.08 - $77.12 $604 - $694
3.93K $265K
MMM
3 M CO

Industrials
-212
- 13.87%
$144.41 - $160.2 $30.6K - $34K
1.32K $204K
ITA
Ishares Tr

ETFs
-851
- 11.5%
$184.73 - $209.26 $157K - $178K
6.55K $1.37M
PG
Procter & Gamble CO

Consumer Defensive
-45
- 1.54%
$150.47 - $161.22 $6.77K - $7.25K
2.87K $441K
KO
Coca Cola CO

Consumer Defensive
-66
- 1.63%
$65.67 - $71.67 $4.33K - $4.73K
3.98K $264K
SQ
Block, Inc.

Technology
-306
- 7.8%
N/A
3.62K $206K
ABT
Abbott Laboratories

Healthcare
-85
- 3.37%
$120.51 - $136.62 $10.2K - $11.6K
2.44K $326K
KSS
Kohls Corp

Consumer Cyclical
-31.2K
- 46.42%
$9.02 - $17.38 $281K - $542K
36K $553K
LLY
Eli Lilly & CO

Healthcare
-4
- 0.82%
$625.65 - $812.69 $2.5K - $3.25K
481 $367K
CSCO
Cisco Systems, Inc.

Technology
-55
- 0.79%
$66.2 - $71.79 $3.64K - $3.95K
6.93K $474K
TXN
Texas Instruments Inc

Technology
-48
- 4.01%
N/A
1.15K $223K
SHW
Sherwin Williams CO

Basic Materials
-40
- 2.44%
$330.88 - $375.23 $13.2K - $15K
1.6K $554K
J P Morgan Exchange Traded F
-787
- 11.1%
N/A
6.3K $0
ACWF
Ishares Msci Global Multifacto

ETFs
-177
- 1.86%
N/A
9.34K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-405
- 2.35%
N/A
16.8K $0
Innovator Etfs Trust
-591
- 5.04%
N/A
11.1K $0
Innovator Etfs Trust
-244
- 2.44%
N/A
9.74K $0
Lithium Amers Corp New
-73.5K
- 30.71%
N/A
166K $0
Innovator Etfs Trust
-870
- 1.34%
N/A
64K $0
FJAN
First Exc Trd Viii Cboe Vest U
-94
- 0.19%
N/A
49.8K $0
First Tr Exchng Traded Fd Vi
-60
- 0.67%
N/A
8.88K $0
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-894
- 6.1%
$14.12 - $15.3 $12.6K - $13.7K
13.8K $208K
Bondbloxx ETF Trust
-3.03K
- 25.33%
N/A
8.93K $0
First Tr Exchange Traded Fd
-304
- 2.28%
N/A
13K $0
Amplify ETF Tr
-133
- 1.09%
N/A
12.1K $0
FSCO
Fs Cr Opportunities Corp Com
-2.13K
- 3.94%
N/A
51.9K $0
HYLS
First Tr Tactical High Yield L

ETFs
-19
- 0.17%
$41.62 - $42.32 $791 - $804
10.9K $458K
UBER
Uber Technologies, Inc

Technology
-113
- 3.83%
$86.91 - $99.57 $9.82K - $11.3K
2.84K $278K
VZ
Verizon Communications Inc

Communication Services
-117
- 0.99%
$40.84 - $45.06 $4.78K - $5.27K
11.7K $512K
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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