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
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-191
- 1.44%
$100.34 - $100.68 $19.2K - $19.2K
13.1K $1.32M
LLY
Eli Lilly & CO

Healthcare
-52
- 9.65%
$725.72 - $929.72 $37.7K - $48.3K
487 $402K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-116
- 0.85%
$44.81 - $46.22 $5.2K - $5.36K
13.5K $609K
NYF
Ishares New York Muni Bond ETF

ETFs
-101
- 1.34%
$52.33 - $53.92 $5.29K - $5.45K
7.42K $390K
IVE
Ishares S&P 500 Value ETF

ETFs
-45
- 1.69%
$185.78 - $198.58 $8.36K - $8.94K
2.61K $497K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-252
- 3.82%
$89.33 - $95.17 $22.5K - $24K
6.35K $585K
JPIE
J P Morgan Exchange Traded Fd
-265
- 2.05%
$45.46 - $46.18 $12K - $12.2K
12.7K $583K
PEP
Pepsico Inc

Consumer Defensive
-17
- 0.9%
$142.64 - $156.42 $2.42K - $2.66K
1.88K $282K
DFAX
Dimensional ETF Tr
-1.2K
- 5.85%
$24.45 - $27.2 $29.3K - $32.6K
19.3K $505K
WFC
Wells Fargo & Company

Financial Services
-106
- 3.66%
$66.78 - $81.42 $7.08K - $8.63K
2.79K $200K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-1.7K
- 10.05%
$12.18 - $13.34 $20.7K - $22.7K
15.2K $201K
HYG
Ishares Tr

ETFs
-18
- 0.65%
$78.51 - $80.11 $1.41K - $1.44K
2.75K $216K
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-193
- 3.54%
N/A
5.26K $0
First Tr Exch Traded Fd Iii
-348
- 2.64%
N/A
12.8K $0
Innovator Etfs Trust
-257
- 2.18%
N/A
11.5K $0
ACWF
Ishares Msci Global Multifacto

ETFs
-417
- 4.01%
N/A
9.98K $0
SCHO
Schwab Short Term Us Treasury

ETFs
-184
- 1.0%
$24.1 - $24.34 $4.43K - $4.48K
18.3K $445K
FTCS
First Trust Capital Strength E

ETFs
-119
- 1.72%
$86.39 - $91.35 $10.3K - $10.9K
6.81K $610K
SPGI
S&P Global Inc.

Financial Services
-5
- 0.9%
$478.26 - $543.77 $2.39K - $2.72K
549 $278K
PSX
Phillips 66

Energy
-108
- 5.58%
$113.93 - $131.55 $12.3K - $14.2K
1.83K $225K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-365
- 5.4%
$48.65 - $53.06 $17.8K - $19.4K
6.39K $331K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-7
- 0.21%
$105.1 - $109.61 $736 - $767
3.37K $366K
SHW
Sherwin Williams CO

Basic Materials
-24
- 1.43%
$330.16 - $365.55 $7.92K - $8.77K
1.65K $576K
NAK
Northern Dynasty Minerals LTD

Basic Materials
-60
- 0.38%
$0.58 - $1.22 $34.8 - $73.2
15.8K $18K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-264
- 1.43%
$48.43 - $49.9 $12.8K - $13.2K
18.1K $905K
JNJ
Johnson & Johnson

Healthcare
-510
- 10.91%
$142.06 - $167.7 $72.5K - $85.5K
4.16K $690K
VEA
Vanguard Ftse Developed Market

ETFs
-395
- 3.12%
$47.4 - $52.99 $18.7K - $20.9K
12.3K $624K
AFL
Aflac Inc

Financial Services
-200
- 3.75%
$100.99 - $111.19 $20.2K - $22.2K
5.13K $570K
DVY
Ishares Tr

ETFs
-6
- 0.07%
$128.58 - $138.1 $771 - $829
8.28K $1.11M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
-928
- 4.14%
$18.75 - $20.97 $17.4K - $19.5K
21.5K $450K
KO
Coca Cola CO

Consumer Defensive
-34
- 0.65%
$60.81 - $72.32 $2.07K - $2.46K
5.16K $369K
VZ
Verizon Communications Inc

Communication Services
-103
- 0.88%
$37.81 - $46.49 $3.89K - $4.79K
11.6K $527K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-89
- 0.06%
$24.73 - $25.62 $2.2K - $2.28K
152K $3.89M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-222
- 7.69%
$80.53 - $147.57 $17.9K - $32.8K
2.67K $352K
MO
Altria Group, Inc.

Consumer Defensive
-65
- 0.35%
$50.81 - $60.02 $3.3K - $3.9K
18.4K $1.1M
V
Visa Inc.

Financial Services
-13
- 0.24%
$306.92 - $362.71 $3.99K - $4.72K
5.34K $1.87M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-78
- 1.55%
$442.66 - $534.52 $34.5K - $41.7K
4.95K $2.64M
CVX
Chevron Corp

Energy
-154
- 0.51%
$146.71 - $167.97 $22.6K - $25.9K
29.9K $5M
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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