Independent Wealth Network Inc. Reduced Holdings in Q1 2025

Independent Wealth Network Inc.

  • $237 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-14.2K
- 37.64%
$91.45 - $91.75 $1.3M - $1.3M
23.5K $2.16M
CAT
Caterpillar Inc

Industrials
-61
- 0.23%
$326.75 - $407.63 $19.9K - $24.9K
26.5K $8.75M
AAPL
Apple Inc.

Technology
-790
- 3.65%
$209.68 - $247.1 $166K - $195K
20.8K $4.63M
MSFT
Microsoft Corp

Technology
-401
- 3.94%
$375.39 - $447.2 $151K - $179K
9.77K $3.67M
QDPL
Pacer Fds Tr Metaurus Us Large
-11.8K
- 18.85%
$36.5 - $40.04 $429K - $470K
50.6K $1.85M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-685
- 10.14%
$507.05 - $563.67 $347K - $386K
6.07K $3.12M
AMZN
Amazon Com Inc

Consumer Cyclical
-601
- 4.46%
$190.26 - $242.06 $114K - $145K
12.9K $2.45M
TSLA
Tesla, Inc.

Consumer Cyclical
-16
- 0.47%
$222.15 - $428.22 $3.55K - $6.85K
3.37K $872K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-50
- 0.85%
$468.34 - $539.52 $23.4K - $27K
5.81K $2.73M
SOXX
Ishares Semiconductor ETF

ETFs
-666
- 14.82%
$188.17 - $235.81 $125K - $157K
3.83K $720K
AVGO
Broadcom Inc.

Technology
-94
- 3.98%
$167.43 - $244.7 $15.7K - $23K
2.27K $380K
SECT
Sector 10, Inc.

ETFs
-1.59K
- 7.1%
$50.98 - $57.8 $80.9K - $91.7K
20.8K $1.06M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
-3.6K
- 4.27%
$28.22 - $30.06 $102K - $108K
80.8K $2.31M
GOOG
Alphabet Inc.

Communication Services
-44
- 0.97%
$156.06 - $207.71 $6.87K - $9.14K
4.5K $703K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-2.52K
- 14.76%
$59.78 - $60.03 $150K - $151K
14.5K $868K
COST
Costco Wholesale Corp

Consumer Defensive
-197
- 15.9%
$890.62 - $1076.86 $175K - $212K
1.04K $985K
SOFI
So Fi Technologies, Inc.

Financial Services
-5.65K
- 25.95%
$11.18 - $18.03 $63.1K - $102K
16.1K $187K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-1.09K
- 18.04%
$67.24 - $84.27 $73.1K - $91.6K
4.94K $336K
CSCO
Cisco Systems, Inc.

Technology
-2.37K
- 25.94%
$58.74 - $64.87 $139K - $154K
6.77K $417K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-2.07K
- 9.19%
$32.49 - $37.99 $67.1K - $78.5K
20.4K $683K
IWM
Ishares Russell 2000 ETF

ETFs
-167
- 6.47%
$198.1 - $229.79 $33.1K - $38.4K
2.42K $481K
META
Meta Platforms, Inc.

Communication Services
-75
- 2.34%
$576.36 - $736.67 $43.2K - $55.3K
3.13K $1.81M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-886
- 8.55%
$100.32 - $100.76 $88.9K - $89.3K
9.48K $953K
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
-446
- 7.13%
$50.35 - $66.84 $22.5K - $29.8K
5.81K $292K
ET
Energy Transfer LP

Energy
-1.83K
- 3.84%
$17.26 - $21.08 $31.5K - $38.5K
45.8K $851K
SPY
Spdr S&P 500 ETF Trust

ETFs
-16
- 0.61%
$551.42 - $612.93 $8.82K - $9.81K
2.62K $1.46M
IVV
Ishares Core S&P 500 ETF

ETFs
-61
- 3.86%
$554.06 - $615.85 $33.8K - $37.6K
1.52K $853K
UEC
Uranium Energy Corp

Energy
-2.06K
- 6.14%
$4.77 - $8.2 $9.83K - $16.9K
31.5K $150K
VGT
Vanguard Information Technolog

ETFs
-39
- 7.2%
$542.38 - $646.34 $21.2K - $25.2K
503 $272K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.17K
- 1.17%
$50.39 - $50.66 $109K - $110K
183K $9.27M
ABBV
Abb Vie Inc.

Healthcare
-717
- 25.43%
$169.2 - $216.66 $121K - $155K
2.1K $440K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-110
- 1.85%
$81.62 - $96.63 $8.98K - $10.6K
5.83K $485K
TOST
Toast, Inc.

Technology
-850
- 12.17%
$32.61 - $41.98 $27.7K - $35.7K
6.13K $203K
VOT
Vanguard Mid Cap Growth Index

ETFs
-95
- 3.29%
$237.72 - $276.98 $22.6K - $26.3K
2.8K $684K
RBLX
Roblox Corp

Communication Services
-778
- 17.22%
$53.77 - $75.47 $41.8K - $58.7K
3.74K $217K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-134
- 3.35%
$105.28 - $121.93 $14.1K - $16.3K
3.87K $421K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-45
- 1.31%
$102.49 - $119.96 $4.61K - $5.4K
3.39K $354K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-619
- 4.14%
$81.83 - $82.73 $50.7K - $51.2K
14.3K $1.18M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-409
- 4.48%
$50.25 - $55.9 $20.6K - $22.9K
8.73K $448K
ADP
Automatic Data Processing Inc

Industrials
-152
- 18.65%
$286.85 - $318.64 $43.6K - $48.4K
663 $202K
JPM
Jpmorgan Chase & CO

Financial Services
-168
- 9.69%
$225.19 - $279.95 $37.8K - $47K
1.57K $383K
FV
First Trust Dorsey Wright Focu

ETFs
-229
- 5.03%
$53.91 - $63.03 $12.3K - $14.4K
4.32K $237K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-749
- 7.2%
$21.75 - $24.28 $16.3K - $18.2K
9.66K $213K
IBB
Ishares Biotechnology ETF

ETFs
-76
- 2.15%
$127.9 - $140.56 $9.72K - $10.7K
3.46K $442K
PKW
Invesco Exchange Traded Fd Tr

ETFs
-95
- 1.76%
$109.15 - $120.99 $10.4K - $11.5K
5.3K $596K
VIG
Vanguard Dividend Appreciation

ETFs
-120
- 2.39%
N/A
4.91K $893K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-137
- 1.98%
$83.18 - $89.27 $11.4K - $12.2K
6.79K $567K
JRS
Nuveen Real Estate Income Fund

Financial Services
-1.11K
- 5.63%
$8.09 - $8.88 $9K - $9.87K
18.7K $153K
FTA
First Tr Large Cap Value

ETFs
-224
- 3.84%
$74.42 - $80.34 $16.7K - $18K
5.61K $430K
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
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