Independent Wealth Network Inc. Portfolio Holdings
Independent Wealth Network Inc.
- $237 Million
- Q1 2025
Independent Wealth Network Inc. has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $237 Million distributed in 245 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $9.46M, Spdr Portfolio with a value of $9.45M, Jp Morgan ETF Tr Ultra Short I with a value of $9.27M, Caterpillar Inc with a value of $8.75M, and Spdr Portfolio S&P 500 Value E with a value of $6.96M.
Examining the 13F form we can see an increase of $2.3M in the current position value, from $234M to 237M.
Below you can find more details about Independent Wealth Network Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$237 Million
ETFs: $158 Million
Technology: $16.7 Million
Financial Services: $14.7 Million
Industrials: $12.5 Million
Energy: $7.72 Million
Consumer Defensive: $7.02 Million
Consumer Cyclical: $6.55 Million
Communication Services: $5.31 Million
Other: $4.32 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 245
- Current Value $237 Million
- Prior Value $234 Million
- Filing
- Period Q1 2025
- Filing Date May 02, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 18 stocks
- Additional Purchases 132 stocks
- Sold out of 0 stocks
- Reduced holdings in 89 stocks