Free Trial

Independent Wealth Network Inc. Top Holdings and 13F Report (2025)

About Independent Wealth Network Inc.

Investment Activity

  • Independent Wealth Network Inc. has $250.71 million in total holdings as of March 31, 2025.
  • Independent Wealth Network Inc. owns shares of 245 different stocks, but just 101 companies or ETFs make up 80% of its holdings.
  • Approximately 6.82% of the portfolio was purchased this quarter.
  • About 3.55% of the portfolio was sold this quarter.
  • This quarter, Independent Wealth Network Inc. has purchased 236 new stocks and bought additional shares in 132 stocks.
  • Independent Wealth Network Inc. sold shares of 89 stocks and completely divested from 9 stocks this quarter.

Largest New Holdings this Quarter

084670108 - Berkshire Hathaway
$1,596,883 Holding
45784N858 - INNOVATOR ETFS TRUST
$1,140,381 Holding
316092840 - Fidelity High Dividend ETF
$350,257 Holding
718172109 - Philip Morris International
$267,069 Holding
25179M103 - Devon Energy
$242,116 Holding

Largest Purchases this Quarter

Berkshire Hathaway
2 shares (about $1.60M)
INNOVATOR ETFS TRUST
48,158 shares (about $1.14M)
iShares Floating Rate Bond ETF
16,489 shares (about $841.77K)
Rareview Dynamic Fixed Income ETF
29,432 shares (about $696.51K)

Largest Sales this Quarter

Vanguard S&P 500 ETF
685 shares (about $352.00K)
Costco Wholesale
197 shares (about $186.39K)
Apple
790 shares (about $175.48K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofIndependent Wealth Network Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$9,461,256$135,465 1.5%143,8763.8%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$9,449,526$2,331 0.0%117,5753.8%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$9,269,510$109,867 -1.2%183,0833.7%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$8,754,864$20,118 -0.2%26,5463.5%Industrials
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$6,955,179$35,340 0.5%136,1892.8%ETF
iShares Core 10+ Year USD Bond ETF stock logo
ILTB
iShares Core 10+ Year USD Bond ETF
$5,162,860$408,551 8.6%103,2572.1%ETF
Chevron Co. stock logo
CVX
Chevron
$4,999,458$25,763 -0.5%29,8852.0%Energy
FLRT
Pacer Pacific Asset Floating Rate High Income ETF
$4,949,489$1,371,543 38.3%105,1072.0%ETF
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$4,713,703$16,062 0.3%40,4991.9%Manufacturing
Apple Inc. stock logo
AAPL
Apple
$4,626,268$175,481 -3.7%20,8271.8%Computer and Technology
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$3,949,888$233,634 6.3%65,3091.6%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$3,894,220$2,273 -0.1%152,4751.6%ETF
SPDR Portfolio S&P 500 High Dividend ETF stock logo
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
$3,768,097$94,363 2.6%85,1351.5%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$3,667,709$150,537 -3.9%9,7701.5%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,119,715$352,002 -10.1%6,0711.2%ETF
RDFI
Rareview Dynamic Fixed Income ETF
$3,054,233$696,509 29.5%129,0611.2%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$3,030,555$149,828 5.2%10,5181.2%Finance
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$2,910,968$105,892 3.8%93,9331.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,725,850$23,446 -0.9%5,8131.1%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,673,564$71,424 2.7%24,6681.1%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,635,251$41,542 -1.6%4,9481.1%Finance
iShares Core U.S. REIT ETF stock logo
USRT
iShares Core U.S. REIT ETF
$2,500,300$55,814 2.3%43,4081.0%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,447,535$114,348 -4.5%12,8641.0%Retail/Wholesale
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$2,405,886$67,059 2.9%18,6561.0%ETF
PSFF
Pacer Swan SOS Fund of Funds ETF
$2,307,611$102,866 -4.3%80,8270.9%ETF
FT Vest U.S. Equity Buffer ETF - January stock logo
FJAN
FT Vest U.S. Equity Buffer ETF - January
$2,246,851$58,054 2.7%50,6620.9%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$2,237,639$163,362 7.9%39,1610.9%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$2,228,640$230,635 11.5%21,5390.9%ETF
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$2,156,756$1,301,924 -37.6%23,5120.9%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2,067,849$24,105 1.2%5,5760.8%ETF
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$2,016,195$107,246 5.6%114,6220.8%ETF
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$1,971,881$841,774 74.5%38,6260.8%ETF
Visa Inc. stock logo
V
Visa
$1,871,476$4,556 -0.2%5,3400.7%Business Services
QDPL
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
$1,847,912$429,110 -18.8%50,6000.7%ETF
PALANTIR TECHNOLOGIES INC
$1,845,403$35,364 2.0%21,8650.7%CL A
Amplify High Income ETF stock logo
YYY
Amplify High Income ETF
$1,816,058$166,574 10.1%159,1640.7%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,805,990$43,233 -2.3%3,1330.7%Computer and Technology
J P MORGAN EXCHANGE TRADED F
$1,712,639$49,031 2.9%33,9170.7%HIGH YIELD MUNI
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,596,883$1,596,883 New Holding20.6%Finance
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$1,576,361$330,272 26.5%53,0940.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,464,702$8,952 -0.6%2,6180.6%Finance
JPMorgan Diversified Return US Equity ETF stock logo
JPUS
JPMorgan Diversified Return US Equity ETF
$1,442,787$21,888 1.5%12,5240.6%ETF
AllianceBernstein Global High Income Fund stock logo
AWF
AllianceBernstein Global High Income Fund
$1,436,551$130,176 10.0%133,8820.6%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,435,162$240,536 20.1%6,9510.6%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$1,383,122$123,395 9.8%18,8310.6%ETF
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund stock logo
AGGY
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
$1,333,174$46,383 3.6%30,6970.5%Finance
Kayne Anderson Energy Infrastructure Fund, Inc. stock logo
KYN
Kayne Anderson Energy Infrastructure Fund
$1,327,739$79,738 6.4%103,4870.5%Financial Services
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$1,318,072$19,228 -1.4%13,0930.5%ETF
The Kroger Co. stock logo
KR
Kroger
$1,296,156$27,415 2.2%19,1480.5%Retail/Wholesale
Global X Nasdaq 100 Covered Call ETF stock logo
QYLD
Global X Nasdaq 100 Covered Call ETF
$1,259,997$138,377 12.3%75,7670.5%Manufacturing
Invesco Senior Loan ETF stock logo
BKLN
Invesco Senior Loan ETF
$1,208,061$745 0.1%58,3600.5%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$1,195,789$220,075 22.6%12,7960.5%ETF
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$1,195,430$31,528 2.7%2,7300.5%Computer and Technology
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$1,184,296$51,211 -4.1%14,3150.5%Manufacturing
INNOVATOR ETFS TRUST
$1,140,381$1,140,381 New Holding48,1580.5%EQUITY DEFINED P
Invesco Preferred ETF stock logo
PGX
Invesco Preferred ETF
$1,134,589$119,919 11.8%101,1220.5%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$1,112,367$806 -0.1%8,2830.4%ETF
Ares Capital Co. stock logo
ARCC
Ares Capital
$1,102,981$50,281 4.8%49,7740.4%Finance
Altria Group, Inc. stock logo
MO
Altria Group
$1,101,703$3,901 -0.4%18,3560.4%Consumer Staples
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$1,101,191$83,741 8.2%7,1930.4%ETF
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$1,076,950$147,327 15.8%32,2440.4%ETF
SPDR SSGA US Large Cap Low Volatility Index ETF stock logo
LGLV
SPDR SSGA US Large Cap Low Volatility Index ETF
$1,066,332$50,819 5.0%6,1270.4%ETF
Main Sector Rotation ETF stock logo
SECT
Main Sector Rotation ETF
$1,059,597$80,981 -7.1%20,7520.4%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$1,036,076$12,827 1.3%2,8270.4%Retail/Wholesale
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$1,031,735$74,402 7.8%12,6190.4%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,024,074$28,186 2.8%8,6110.4%Energy
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$985,868$186,388 -15.9%1,0420.4%Retail/Wholesale
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$981,302$46,177 4.9%10,8380.4%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$965,894$64,964 7.2%3,8360.4%ETF
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$953,788$89,150 -8.5%9,4790.4%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$951,805$23,281 -2.4%4,9060.4%ETF
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$920,835$101,809 12.4%8,0950.4%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$905,127$13,173 -1.4%18,1390.4%Manufacturing
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$898,399$167,982 23.0%15,2370.4%Finance
AMPLIFY ETF TR
$885,557$42,145 5.0%12,3340.4%AMPLIFY CYBERSEC
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$884,974$63,341 7.7%10,8280.4%Finance
Honeywell International Inc. stock logo
HON
Honeywell International
$873,257$18,846 2.2%4,1240.3%Multi-Sector Conglomerates
Tesla, Inc. stock logo
TSLA
Tesla
$872,135$4,147 -0.5%3,3650.3%Auto/Tires/Trucks
First Trust Enhanced Short Maturity ETF stock logo
FTSM
First Trust Enhanced Short Maturity ETF
$868,996$150,498 -14.8%14,5220.3%Manufacturing
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$853,578$34,278 -3.9%1,5190.3%ETF
Energy Transfer LP stock logo
ET
Energy Transfer
$851,071$33,945 -3.8%45,7810.3%Energy
The Boeing Company stock logo
BA
Boeing
$828,961$27,285 3.4%4,8610.3%Aerospace
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$720,429$125,308 -14.8%3,8290.3%ETF
CME Group Inc. stock logo
CME
CME Group
$712,925$1,061 0.1%2,6870.3%Finance
JPMorgan Core Plus Bond ETF stock logo
JCPB
JPMorgan Core Plus Bond ETF
$709,219$24,602 3.6%15,0770.3%ETF
The Clorox Company stock logo
CLX
Clorox
$703,617$75,693 12.1%4,7780.3%Consumer Staples
Alphabet Inc. stock logo
GOOG
Alphabet
$702,965$6,873 -1.0%4,5000.3%Computer and Technology
The Hershey Company stock logo
HSY
Hershey
$691,433$15,734 2.3%4,0430.3%Consumer Staples
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$690,566$84,579 -10.9%4,1640.3%Medical
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$684,109$23,244 -3.3%2,7960.3%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$683,985$69,213 -9.2%20,4170.3%ETF
Casey's General Stores, Inc. stock logo
CASY
Casey's General Stores
$679,313$9,115 1.4%1,5650.3%Retail/Wholesale
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$672,858$160,083 31.2%26,8710.3%ETF
iShares MSCI Australia ETF stock logo
EWA
iShares MSCI Australia ETF
$661,823$54,709 9.0%28,2350.3%Finance
CAPITAL GROUP CORE BALANCED
$655,506$182,410 38.6%21,1590.3%SHS
BUFB
Innovator Laddered Allocation Buffer ETF
$653,442$42,386 6.9%20,7970.3%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$638,721$32,597 5.4%16,2240.3%ETF
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$635,354$20,783 3.4%20,4820.3%ETF
Janus Henderson Small Cap Growth Alpha ETF stock logo
JSML
Janus Henderson Small Cap Growth Alpha ETF
$631,970$33,777 5.6%10,3840.3%ETF
iShares MSCI All Country Asia ex Japan ETF stock logo
AAXJ
iShares MSCI All Country Asia ex Japan ETF
$631,409$50,095 8.6%8,5330.3%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data