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.