Independent Wealth Network Inc. Portfolio Holdings
Independent Wealth Network Inc.
- $291 Million
- Q3 2025
Independent Wealth Network Inc. has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $291 Million distributed in 283 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $12.7M, Caterpillar Inc with a value of $12.7M, Spdr Portfolio S&P 500 ETF (Ma with a value of $11.7M, Jp Morgan ETF Tr Ultra Short I with a value of $9.96M, and Spdr Portfolio S&P 500 Value E with a value of $8.16M.
Examining the 13F form we can see an increase of $34.1M in the current position value, from $257M to 291M.
Below you can find more details about Independent Wealth Network Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 283
- Current Value $291 Million
- Prior Value $257 Million
- Filing
- Period Q3 2025
- Filing Date October 15, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 30 stocks
- Additional Purchases 152 stocks
- Sold out of 0 stocks
- Reduced holdings in 91 stocks