Independent Wealth Network Inc. Portfolio Holdings
Independent Wealth Network Inc.
- $218 Million
- Q3 2024
Independent Wealth Network Inc. has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $218 Million distributed in 222 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Caterpillar Inc with a value of $10.4M, Spdr Portfolio with a value of $9.72M, Jp Morgan ETF Tr Ultra Short I with a value of $8.99M, Spdr Portfolio S&P 500 ETF (Ma with a value of $8.02M, and Spdr Portfolio S&P 500 Value E with a value of $6.86M.
Examining the 13F form we can see an increase of $10M in the current position value, from $208M to 218M.
Below you can find more details about Independent Wealth Network Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$218 Million
ETFs: $146 Million
Technology: $16.2 Million
Industrials: $14 Million
Financial Services: $11.4 Million
Energy: $6.76 Million
Consumer Defensive: $6.17 Million
Consumer Cyclical: $6.07 Million
Communication Services: $4.93 Million
Other: $4.16 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 222
- Current Value $218 Million
- Prior Value $208 Million
- Filing
- Period Q3 2024
- Filing Date October 15, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 21 stocks
- Additional Purchases 95 stocks
- Sold out of 0 stocks
- Reduced holdings in 100 stocks