Independent Wealth Network Inc. Portfolio Holdings
Independent Wealth Network Inc.
- $257 Million
- Q2 2025
Independent Wealth Network Inc. has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $257 Million distributed in 258 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $11.4M, Spdr Portfolio S&P 500 ETF (Ma with a value of $10.5M, Caterpillar Inc with a value of $10.3M, Jp Morgan ETF Tr Ultra Short I with a value of $8.36M, and Spdr Portfolio S&P 500 Value E with a value of $7.37M.
Examining the 13F form we can see an increase of $20.7M in the current position value, from $237M to 257M.
Below you can find more details about Independent Wealth Network Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$257 Million
ETFs: $171 Million
Technology: $21.7 Million
Financial Services: $14.5 Million
Industrials: $14.4 Million
Consumer Cyclical: $7.77 Million
Energy: $7.37 Million
Consumer Defensive: $7.02 Million
Communication Services: $6.64 Million
Other: $3.99 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 258
- Current Value $257 Million
- Prior Value $237 Million
- Filing
- Period Q2 2025
- Filing Date July 16, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 18 stocks
- Additional Purchases 157 stocks
- Sold out of 0 stocks
- Reduced holdings in 78 stocks