Independent Wealth Network Inc. Portfolio Holdings by Sector
Independent Wealth Network Inc.
- $304 Million
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPYG SPLG JPST SPYV ACWI ILTB SLV DFUS 147 stocks |
$205,218
68.13% of portfolio
|
96
|
47
|
8
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$14,764
4.9% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ORCL PANW ADBE SQ TOST 7 stocks |
$8,469
2.81% of portfolio
|
4
|
3
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO AMD TSM QCOM MU INTC INTC 8 stocks |
$8,358
2.77% of portfolio
|
3
|
4
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$6,071
2.02% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
AWF KYN ARCC BCX MCN FSK CEF PFG 10 stocks |
$5,912
1.96% of portfolio
|
8
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$5,244
1.74% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOG GOOGL 3 stocks |
$4,596
1.53% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$4,176
1.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA 2 stocks |
$3,910
1.3% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$2,264
0.75% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ ABBV LLY MRK 4 stocks |
$2,121
0.7% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA RIVN F 3 stocks |
$1,862
0.62% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
MSI CSCO 2 stocks |
$1,584
0.53% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
CLX PG 2 stocks |
$1,496
0.5% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$1,479
0.49% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
CME SPGI NDAQ 3 stocks |
$1,431
0.48% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA GD RTX 3 stocks |
$1,422
0.47% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ TMUS 3 stocks |
$1,306
0.43% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$1,304
0.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO PM 2 stocks |
$1,249
0.41% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET ENB 2 stocks |
$1,209
0.4% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
CASY TSCO 2 stocks |
$1,105
0.37% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$1,056
0.35% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY MDLZ 2 stocks |
$952
0.32% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BCS 3 stocks |
$880
0.29% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$748
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER APP INTU 3 stocks |
$681
0.23% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
PKG 1 stocks |
$663
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Department Stores | Consumer Cyclical
KSS 1 stocks |
$618
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK 2 stocks |
$589
0.2% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Services | Communication Services
IGLD 1 stocks |
$555
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$555
0.18% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$543
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL 1 stocks |
$539
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC AMAT 2 stocks |
$438
0.15% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$409
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
ATO 1 stocks |
$380
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$373
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
UHT 1 stocks |
$371
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Uranium | Energy
UEC 1 stocks |
$353
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
DVN 1 stocks |
$318
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
WEC 1 stocks |
$299
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MEDP 1 stocks |
$297
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$283
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$270
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$261
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
GPN 1 stocks |
$251
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG 1 stocks |
$236
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$232
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
WTBA 1 stocks |
$226
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT 1 stocks |
$223
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SNA 1 stocks |
$213
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
RSG 1 stocks |
$212
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
BR 1 stocks |
$209
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ITW 1 stocks |
$199
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
BGS 1 stocks |
$162
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
BTG 1 stocks |
$41
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
NAK 1 stocks |
$27
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
AKBA 1 stocks |
$22
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|