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.
Portfolio value
$291 Million
ETFs: $195 Million
Technology: $25.5 Million
Industrials: $17.4 Million
Financial Services: $14.8 Million
Consumer Cyclical: $8.79 Million
Energy: $8.46 Million
Communication Services: $7.49 Million
Consumer Defensive: $6.88 Million
Other: $4.08 Million
Stock Holdings Table Market Cap. of $200 Billions or more
