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
MCD
Mcdonalds Corp

Consumer Cyclical
-17
- 2.1%
$291.67 - $316.99 $4.96K - $5.39K
791 $240K
JRS
Nuveen Real Estate Income Fund

Financial Services
-6
- 0.03%
$7.59 - $8.35 $45.5 - $50.1
21.6K $174K
FDL
First Tr Morningstar Dividend

ETFs
-35
- 0.71%
$41.96 - $44.59 $1.47K - $1.56K
4.89K $212K
MRK
Merck & Co., Inc.

Healthcare
-99
- 2.53%
$77.6 - $87.37 $7.68K - $8.65K
3.82K $320K
GPN
Global Payments Inc

Industrials
-8
- 0.23%
$77.61 - $90.01 $621 - $720
3.51K $291K
VTV
Vanguard Value ETF

ETFs
-113
- 3.33%
$175.51 - $186.57 $19.8K - $21.1K
3.28K $612K
QCOM
Qualcomm Inc

Technology
-13
- 0.6%
$145.84 - $173.55 $1.9K - $2.26K
2.14K $355K
PSX
Phillips 66

Energy
-124
- 7.0%
$118.37 - $139.46 $14.7K - $17.3K
1.65K $224K
SPMD
Spdr Portfolio

ETFs
-128
- 1.71%
$54.43 - $58.29 $6.97K - $7.46K
7.34K $419K
F
Ford Motor CO

Consumer Cyclical
-60
- 0.51%
$10.82 - $12.09 $649 - $725
11.6K $139K
XLK
Technology Sector Spdr

ETFs
-668
- 9.14%
$250.97 - $282.66 $168K - $189K
6.64K $1.87M
BA
Boeing CO

Industrials
-46
- 0.9%
$209.79 - $237.38 $9.65K - $10.9K
5.08K $1.1M
AFL
Aflac Inc

Financial Services
-91
- 1.79%
$98.09 - $111.7 $8.93K - $10.2K
4.99K $557K
IVW
Ishares S&P 500 Growth ETF

ETFs
-99
- 2.88%
$108.97 - $121.65 $10.8K - $12K
3.34K $403K
WMT
Walmart Inc.

Consumer Defensive
-60
- 0.99%
$94.4 - $104.27 $5.66K - $6.26K
5.99K $617K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.42K
- 5.2%
$28.92 - $32.19 $41.2K - $45.8K
26K $828K
PKW
Invesco Exchange Traded Fd Tr

ETFs
-104
- 2.05%
$123.59 - $132.83 $12.9K - $13.8K
4.97K $658K
FAST
Fastenal CO

Industrials
-126
- 2.31%
$42.47 - $50.39 $5.35K - $6.35K
5.32K $260K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-673
- 11.44%
$68.94 - $86.3 $46.4K - $58.1K
5.21K $449K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-30
- 0.78%
$115.08 - $126.88 $3.45K - $3.81K
3.83K $480K
APH
Amphenol Corp

Technology
-239
- 8.87%
$97.39 - $125.4 $23.3K - $30K
2.46K $303K
FYX
First Tr Small Cap Core Alphad

ETFs
-106
- 2.28%
$96.35 - $111.0 $10.2K - $11.8K
4.54K $495K
INTC
Intel Corp

Technology
-1.66K
- 16.71%
$19.31 - $35.5 $32K - $58.9K
8.27K $277K
MSFT
Microsoft Corp

Technology
-260
- 2.76%
$491.09 - $535.64 $128K - $139K
9.18K $4.75M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-228
- 2.15%
$30.06 - $36.69 $6.85K - $8.37K
10.4K $380K
IVV
Ishares Core S&P 500 ETF

ETFs
-9
- 0.58%
$620.67 - $670.08 $5.59K - $6.03K
1.55K $1.04M
DVY
Ishares Tr

ETFs
-51
- 0.61%
$133.88 - $142.57 $6.83K - $7.27K
8.3K $1.18M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-3
- 0.04%
$89.29 - $100.17 $268 - $301
7.18K $718K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-14
- 0.89%
$224.68 - $282.71 $3.15K - $3.96K
1.55K $434K
MSI
Motorola Solutions, Inc.

Technology
-40
- 1.47%
$408.73 - $490.3 $16.3K - $19.6K
2.67K $1.22M
CASY
Caseys General Stores Inc

Consumer Cyclical
-1
- 0.07%
$494.52 - $565.32 $495 - $565
1.53K $863K
JNJ
Johnson & Johnson

Healthcare
-195
- 4.98%
$155.17 - $185.42 $30.3K - $36.2K
3.72K $690K
MO
Altria Group, Inc.

Consumer Defensive
-282
- 1.52%
$57.75 - $67.68 $16.3K - $19.1K
18.2K $1.2M
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
-72
- 1.31%
$60.44 - $84.2 $4.35K - $6.06K
5.41K $455K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-105
- 4.34%
$103.83 - $179.9 $10.9K - $18.9K
2.32K $413K
APP
App Lovin Corp

Technology
-53
- 9.25%
$335.1 - $718.54 $17.8K - $38.1K
520 $373K
UEC
Uranium Energy Corp

Energy
-1.59K
- 5.05%
$5.92 - $13.89 $9.42K - $22.1K
29.9K $399K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.73K
- 2.49%
$67.01 - $72.84 $116K - $126K
67.7K $4.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-56
- 0.95%
$546.99 - $602.2 $30.6K - $33.7K
5.86K $3.52M
TSLA
Tesla, Inc.

Consumer Cyclical
-218
- 5.62%
$293.94 - $444.72 $64.1K - $96.9K
3.66K $1.63M
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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