Independent Wealth Network Inc. Portfolio Holdings
Independent Wealth Network Inc.
- $208 Million
- Q2 2024
Independent Wealth Network Inc. has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $208 Million distributed in 214 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $10M, Caterpillar Inc with a value of $8.89M, Spdr Portfolio S&P 500 ETF (Ma with a value of $7.93M, Spdr Portfolio S&P 500 Value E with a value of $6.18M, and Jp Morgan ETF Tr Ultra Short I with a value of $6.06M.
Examining the 13F form we can see an increase of $3.26M in the current position value, from $205M to 208M.
Below you can find more details about Independent Wealth Network Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$208 Million
ETFs: $141 Million
Technology: $16.3 Million
Financial Services: $12.3 Million
Industrials: $11.7 Million
Energy: $6.66 Million
Consumer Cyclical: $5.56 Million
Consumer Defensive: $5.51 Million
Communication Services: $4.05 Million
Other: $3.47 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 214
- Current Value $208 Million
- Prior Value $205 Million
- Filing
- Period Q2 2024
- Filing Date July 18, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 10 stocks
- Additional Purchases 121 stocks
- Sold out of 0 stocks
- Reduced holdings in 77 stocks