Independent Wealth Network Inc. holdings history

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319 is the total number of securities Independent Wealth Network Inc. has owned. The longest Independent Wealth Network Inc. has owned a single stock is 9 quarters.

Independent Wealth Network Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
JPST J P MORGAN EXCHANGE-TR...990.82%5.61%9.90%Q3 2021Q3 20239
SPYG SPDR SER TR993.59%4.07%5.19%Q3 2021Q3 20239
CAT CATERPILLAR INC993.34%3.76%4.42%Q3 2021Q3 20239
SPYV SPDR SER TR993.04%3.20%3.31%Q3 2021Q3 20239
SPLG SPDR SER TR992.77%2.94%3.29%Q3 2021Q3 20239
SPAB SPDR SER TR992.32%2.71%2.99%Q3 2021Q3 20239
CVX CHEVRON CORP NEW991.70%2.38%2.95%Q3 2021Q3 20239
ACWI ISHARES TR992.07%2.24%2.34%Q3 2021Q3 20239
ILTB ISHARES TR991.91%2.17%2.40%Q3 2021Q3 20239
AAPL APPLE INC991.78%2.06%2.29%Q3 2021Q3 20239
SPYD SPDR SER TR991.30%1.63%1.90%Q3 2021Q3 20239
MSFT MICROSOFT CORP991.20%1.60%2.21%Q3 2021Q3 20239
USRT ISHARES TR991.14%1.25%1.36%Q3 2021Q3 20239
SHY ISHARES TR990.14%1.11%1.91%Q3 2021Q3 20239
DFUS DIMENSIONAL ETF TRUST990.93%1.09%1.22%Q3 2021Q3 20239
JEPI J P MORGAN EXCHANGE-TR...990.23%1.06%2.18%Q3 2021Q3 20239
BND VANGUARD BD INDEX FDS990.62%1.03%1.86%Q3 2021Q3 20239
FPE FIRST TR EXCH TRADED F...990.90%1.01%1.22%Q3 2021Q3 20239
FLOT ISHARES TR990.24%0.97%1.54%Q3 2021Q3 20239
SLV ISHARES SILVER TR990.76%0.92%1.02%Q3 2021Q3 20239
VYM VANGUARD WHITEHALL FDS990.72%0.90%0.99%Q3 2021Q3 20239
YYY AMPLIFY ETF TR990.70%0.84%0.96%Q3 2021Q3 20239
JPUS J P MORGAN EXCHANGE-TR...990.66%0.81%0.92%Q3 2021Q3 20239
VOO VANGUARD INDEX FDS990.33%0.80%1.27%Q3 2021Q3 20239
CSCO CISCO SYS INC990.47%0.78%1.47%Q3 2021Q3 20239
VUG VANGUARD INDEX FDS990.55%0.78%1.04%Q3 2021Q3 20239
GLD SPDR GOLD TR990.52%0.77%1.60%Q3 2021Q3 20239
AWF ALLIANCEBERNSTEIN GLOB...990.64%0.74%0.89%Q3 2021Q3 20239
FTCS FIRST TR EXCHANGE-TRAD...990.32%0.74%0.90%Q3 2021Q3 20239
BRKB BERKSHIRE HATHAWAY INC...990.55%0.66%0.85%Q3 2021Q3 20239
TFI SPDR SER TR990.60%0.64%0.71%Q3 2021Q3 20239
QQQ INVESCO QQQ TR990.20%0.64%2.00%Q3 2021Q3 20239
AMZN AMAZON COM INC990.33%0.59%0.86%Q3 2021Q3 20239
DVY ISHARES TR990.43%0.58%0.66%Q3 2021Q3 20239
XLK SELECT SECTOR SPDR TR990.48%0.57%0.82%Q3 2021Q3 20239
HSY HERSHEY CO990.36%0.57%0.75%Q3 2021Q3 20239
V VISA INC990.47%0.53%0.62%Q3 2021Q3 20239
BKLN INVESCO EXCH TRADED FD...990.49%0.53%0.60%Q3 2021Q3 20239
SECT NORTHERN LTS FD TR IV990.46%0.53%0.71%Q3 2021Q3 20239
VNQ VANGUARD INDEX FDS990.40%0.52%0.60%Q3 2021Q3 20239
AGGY WISDOMTREE TR990.46%0.52%0.61%Q3 2021Q3 20239
VIG VANGUARD SPECIALIZED F...990.43%0.50%0.63%Q3 2021Q3 20239
XOM EXXON MOBIL CORP990.32%0.48%0.60%Q3 2021Q3 20239
VCIT VANGUARD SCOTTSDALE FDS990.42%0.48%0.63%Q3 2021Q3 20239
TLT ISHARES TR990.14%0.47%1.34%Q3 2021Q3 20239
HD HOME DEPOT INC990.40%0.47%0.63%Q3 2021Q3 20239
HYG ISHARES TR990.15%0.46%1.57%Q3 2021Q3 20239
IVV ISHARES TR990.36%0.46%0.61%Q3 2021Q3 20239
DIMENSIONAL ETF TRUST990.39%0.46%0.54%Q3 2021Q3 20239
MO ALTRIA GROUP INC990.41%0.45%0.49%Q3 2021Q3 20239
FB META PLATFORMS INC990.20%0.44%0.66%Q3 2021Q3 20239
KR KROGER CO990.38%0.43%0.51%Q3 2021Q3 20239
PKW INVESCO EXCHANGE TRADE...990.36%0.42%0.50%Q3 2021Q3 20239
JNJ JOHNSON & JOHNSON990.34%0.42%0.49%Q3 2021Q3 20239
ET ENERGY TRANSFER L P990.29%0.41%0.54%Q3 2021Q3 20239
RPV INVESCO EXCHANGE TRADE...990.30%0.40%0.47%Q3 2021Q3 20239
T AT&T INC990.26%0.38%0.52%Q3 2021Q3 20239
AGG ISHARES TR990.31%0.37%0.47%Q3 2021Q3 20239
ARCC ARES CAPITAL CORP990.34%0.36%0.37%Q3 2021Q3 20239
VEA VANGUARD TAX-MANAGED I...990.29%0.36%0.38%Q3 2021Q3 20239
MSI MOTOROLA SOLUTIONS INC990.32%0.35%0.38%Q3 2021Q3 20239
SCHO SCHWAB STRATEGIC TR990.26%0.34%0.54%Q3 2021Q3 20239
JPM JPMORGAN CHASE & CO990.13%0.34%0.53%Q3 2021Q3 20239
GPN GLOBAL PMTS INC990.25%0.34%0.41%Q3 2021Q3 20239
IJK ISHARES TR990.28%0.33%0.42%Q3 2021Q3 20239
PGX INVESCO EXCH TRADED FD...990.13%0.33%0.55%Q3 2021Q3 20239
ITA ISHARES TR990.28%0.33%0.40%Q3 2021Q3 20239
EFA ISHARES TR990.30%0.33%0.38%Q3 2021Q3 20239
NYF ISHARES TR990.28%0.32%0.35%Q3 2021Q3 20239
FNX FIRST TR MID CAP CORE ...990.24%0.31%0.38%Q3 2021Q3 20239
ARKK ARK ETF TR990.18%0.31%0.50%Q3 2021Q3 20239
FTA FIRST TR LRG CP VL ALP...990.23%0.31%0.36%Q3 2021Q3 20239
IBB ISHARES TR990.24%0.31%0.39%Q3 2021Q3 20239
ACWF ISHARES TR990.23%0.30%0.35%Q3 2021Q3 20239
FYX FIRST TR SML CP CORE A...990.23%0.30%0.36%Q3 2021Q3 20239
HACK ETF MANAGERS TR990.25%0.30%0.39%Q3 2021Q3 20239
CASY CASEYS GEN STORES INC990.16%0.30%0.39%Q3 2021Q3 20239
FSK FS KKR CAP CORP990.26%0.30%0.40%Q3 2021Q3 20239
VOT VANGUARD INDEX FDS990.24%0.29%0.35%Q3 2021Q3 20239
VBK VANGUARD INDEX FDS990.23%0.28%0.37%Q3 2021Q3 20239
COST COSTCO WHSL CORP NEW990.20%0.28%0.37%Q3 2021Q3 20239
ROSC LATTICE STRATEGIES TR990.19%0.28%0.49%Q3 2021Q3 20239
SCHX SCHWAB STRATEGIC TR990.21%0.28%0.32%Q3 2021Q3 20239
SHW SHERWIN WILLIAMS CO990.23%0.28%0.34%Q3 2021Q3 20239
AAXJ ISHARES TR990.22%0.28%0.35%Q3 2021Q3 20239
CLX CLOROX CO DEL990.20%0.27%0.36%Q3 2021Q3 20239
FEX FIRST TR LRGE CP CORE ...990.24%0.26%0.29%Q3 2021Q3 20239
IJR ISHARES TR990.20%0.26%0.30%Q3 2021Q3 20239
SPTM SPDR SER TR990.24%0.26%0.31%Q3 2021Q3 20239
CME CME GROUP INC990.21%0.26%0.30%Q3 2021Q3 20239
FYC FIRST TR EXCHANGE-TRAD...990.24%0.25%0.28%Q3 2021Q3 20239
VGT VANGUARD WORLD FDS990.19%0.25%0.32%Q3 2021Q3 20239
PFE PFIZER INC990.16%0.24%0.28%Q3 2021Q3 20239
ICVT ISHARES TR990.20%0.23%0.28%Q3 2021Q3 20239
JPHY J P MORGAN EXCHANGE-TR...990.20%0.23%0.25%Q3 2021Q3 20239
JPIN J P MORGAN EXCHANGE-TR...990.22%0.23%0.24%Q3 2021Q3 20239
KYN KAYNE ANDERSON ENERGY ...990.12%0.22%0.26%Q3 2021Q3 20239
MRK MERCK & CO INC990.16%0.22%0.29%Q3 2021Q3 20239
VZ VERIZON COMMUNICATIONS...990.17%0.22%0.28%Q3 2021Q3 20239
CEF SPROTT PHYSICAL GOLD &...990.16%0.22%0.26%Q3 2021Q3 20239
GOOGL ALPHABET INC990.15%0.21%0.29%Q3 2021Q3 20239
PLTR PALANTIR TECHNOLOGIES INC990.11%0.21%0.35%Q3 2021Q3 20239
EWA ISHARES INC990.18%0.21%0.25%Q3 2021Q3 20239
IAU ISHARES GOLD TR990.16%0.21%0.26%Q3 2021Q3 20239
DE DEERE & CO990.18%0.21%0.25%Q3 2021Q3 20239
SCHA SCHWAB STRATEGIC TR990.15%0.20%0.23%Q3 2021Q3 20239
CNRG SPDR SER TR990.16%0.20%0.24%Q3 2021Q3 20239
VTV VANGUARD INDEX FDS990.17%0.19%0.22%Q3 2021Q3 20239
PEP PEPSICO INC990.17%0.19%0.20%Q3 2021Q3 20239
XMMO INVESCO EXCHANGE TRADE...990.13%0.18%0.22%Q3 2021Q3 20239
ABT ABBOTT LABS990.15%0.18%0.21%Q3 2021Q3 20239
INTC INTEL CORP990.15%0.18%0.21%Q3 2021Q3 20239
NOBL PROSHARES TR990.14%0.17%0.21%Q3 2021Q3 20239
UNH UNITEDHEALTH GROUP INC990.13%0.17%0.20%Q3 2021Q3 20239
VHT VANGUARD WORLD FDS990.13%0.16%0.20%Q3 2021Q3 20239
BRSP BRIGHTSPIRE CAPITAL INC990.08%0.11%0.15%Q3 2021Q3 20239
DNP DNP SELECT INCOME FD INC990.07%0.08%0.09%Q3 2021Q3 20239
PHUN PHUNWARE INC990.00%0.03%0.08%Q3 2021Q3 20239
NAK NORTHERN DYNASTY MINER...990.00%0.00%0.01%Q3 2021Q3 20239
XLE SELECT SECTOR SPDR TR880.15%0.56%1.36%Q4 2021Q3 20238
WFCPRL WELLS FARGO CO NEW880.35%0.42%0.49%Q4 2021Q3 20238
EFR EATON VANCE SR FLTNG R...880.15%0.34%0.45%Q4 2021Q3 20238
NVDA NVIDIA CORPORATION440.15%0.28%0.48%Q3 2021Q3 20238
NEE NEXTERA ENERGY INC880.21%0.26%0.29%Q3 2021Q2 20238
AFL AFLAC INC880.13%0.24%0.32%Q4 2021Q3 20238
BABA ALIBABA GROUP HLDG LTD710.14%0.19%0.26%Q3 2021Q3 20238
GOOG ALPHABET INC440.14%0.18%0.26%Q3 2021Q3 20238
AMLP ALPS ETF TR710.14%0.17%0.21%Q3 2021Q3 20238
MA MASTERCARD INCORPORATED440.16%0.17%0.18%Q3 2021Q3 20238
ATO ATMOS ENERGY CORP880.14%0.17%0.20%Q4 2021Q3 20238
ATVI ACTIVISION BLIZZARD INC880.12%0.16%0.20%Q4 2021Q3 20238
AMT AMERICAN TOWER CORP NEW440.14%0.16%0.18%Q3 2021Q3 20238
AFIN THE NECESSITY RETAIL R...880.04%0.06%0.08%Q3 2021Q2 20238
BIL SPDR SER TR770.61%1.24%1.70%Q1 2022Q3 20237
BRKA BERKSHIRE HATHAWAY INC...770.60%1.08%2.22%Q4 2021Q2 20237
VTIP VANGUARD MALVERN FDS770.21%0.34%0.45%Q1 2022Q3 20237
STIP ISHARES TR770.14%0.32%0.44%Q1 2022Q3 20237
RDFI COLLABORATIVE INVESTMN...770.15%0.31%0.48%Q1 2022Q3 20237
VDE VANGUARD WORLD FDS770.25%0.30%0.33%Q1 2022Q3 20237
ABBV ABBVIE INC770.19%0.24%0.30%Q1 2022Q3 20237
FTGC FIRST TR EXCHANGE TRAD...770.14%0.24%0.34%Q1 2022Q3 20237
BUD ANHEUSER BUSCH INBEV S...770.15%0.19%0.22%Q3 2021Q1 20237
TSLA TESLA INC310.13%0.18%0.21%Q3 2021Q3 20237
BA BOEING CO430.14%0.17%0.22%Q3 2021Q3 20237
VTEB VANGUARD MUN BD FDS430.14%0.17%0.20%Q3 2021Q3 20237
PG PROCTER AND GAMBLE CO430.14%0.16%0.18%Q3 2021Q2 20237
VAW VANGUARD WORLD FDS430.14%0.16%0.21%Q3 2021Q3 20237
SMMV ISHARES TR770.14%0.16%0.18%Q3 2021Q1 20237
IDV ISHARES TR430.13%0.15%0.16%Q4 2021Q3 20237
KO COCA COLA CO430.12%0.14%0.16%Q4 2021Q3 20237
PHYS SPROTT PHYSICAL GOLD TR770.10%0.10%0.11%Q3 2021Q1 20237
FOF COHEN & STEERS CLOSED-...770.08%0.09%0.10%Q1 2022Q3 20237
SOFI SOFI TECHNOLOGIES INC770.05%0.07%0.09%Q1 2022Q3 20237
FIXD FIRST TR EXCHNG TRADED...660.80%0.84%0.91%Q3 2021Q4 20226
TIP ISHARES TR660.30%0.68%1.80%Q3 2021Q4 20226
HDV ISHARES TR660.23%0.54%0.77%Q2 2022Q3 20236
IVE ISHARES TR420.31%0.44%0.79%Q3 2021Q3 20236
GOVT ISHARES TR660.24%0.36%0.46%Q2 2022Q3 20236
IVW ISHARES TR330.13%0.30%0.94%Q3 2021Q3 20236
SPEM SPDR INDEX SHS FDS660.19%0.22%0.28%Q2 2022Q3 20236
USMV ISHARES TR660.18%0.22%0.27%Q2 2022Q3 20236
NSC NORFOLK SOUTHN CORP660.19%0.20%0.22%Q3 2021Q4 20226
UHT UNIVERSAL HEALTH RLTY ...660.16%0.19%0.22%Q3 2021Q4 20226
SPMD SPDR SER TR660.16%0.18%0.21%Q2 2022Q3 20236
COMT ISHARES U S ETF TR660.14%0.17%0.20%Q3 2021Q4 20226
WISDOMTREE TR660.16%0.17%0.20%Q2 2022Q3 20236
FTEC FIDELITY COVINGTON TRUST330.15%0.16%0.20%Q3 2021Q3 20236
SOXX ISHARES TR420.14%0.16%0.18%Q1 2022Q3 20236
ACWV ISHARES INC660.14%0.15%0.17%Q2 2022Q3 20236
MCD MCDONALDS CORP420.13%0.14%0.15%Q3 2021Q3 20236
FRANKLIN BSP RLTY TR INC660.10%0.13%0.17%Q2 2022Q3 20236
F FORD MTR CO DEL660.09%0.12%0.15%Q2 2022Q3 20236
GROY GOLD ROYALTY CORP660.03%0.05%0.07%Q2 2022Q3 20236
VCSH VANGUARD SCOTTSDALE FDS550.36%0.39%0.42%Q3 2021Q3 20225
PBP INVESCO EXCHANGE TRADE...550.25%0.29%0.32%Q4 2021Q4 20225
DIS DISNEY WALT CO550.21%0.27%0.33%Q3 2021Q3 20225
LQD ISHARES TR320.13%0.24%0.40%Q3 2021Q3 20235
NEAR ISHARES U S ETF TR410.12%0.17%0.22%Q4 2021Q1 20235
ACN ACCENTURE PLC IRELAND320.13%0.16%0.21%Q3 2021Q3 20235
SPSM SPDR SER TR410.14%0.16%0.18%Q2 2022Q3 20235
UNP UNION PAC CORP410.14%0.15%0.17%Q3 2021Q4 20225
VIAC VIACOMCBS INC210.12%0.15%0.17%Q3 2021Q1 20235
RDVY FIRST TR EXCHANGE-TRAD...550.14%0.14%0.16%Q3 2022Q3 20235
TSCO TRACTOR SUPPLY CO320.13%0.14%0.14%Q4 2021Q2 20235
CARR CARRIER GLOBAL CORPORA...320.12%0.13%0.14%Q3 2021Q3 20235
MAC MACERICH CO550.07%0.11%0.16%Q3 2021Q3 20225
JRS NUVEEN REAL ESTATE INC...550.07%0.07%0.08%Q3 2022Q3 20235
NSL NUVEEN SR INCOME FD550.04%0.05%0.05%Q2 2022Q2 20235
SPY SPDR S&P 500 ETF TR220.80%1.35%1.82%Q3 2021Q3 20234
COWZ PACER FDS TR440.99%1.34%1.88%Q4 2022Q3 20234
ITOT ISHARES TR210.13%0.65%1.10%Q3 2021Q1 20234
FTSM FIRST TR EXCHANGE-TRAD...440.24%0.56%0.70%Q4 2022Q3 20234
PYPL PAYPAL HLDGS INC310.17%0.26%0.35%Q3 2021Q3 20224
DON WISDOMTREE TR440.18%0.23%0.28%Q4 2022Q3 20234
USHY ISHARES TR440.14%0.21%0.33%Q4 2022Q3 20234
SPDW SPDR INDEX SHS FDS440.19%0.20%0.22%Q2 2022Q1 20234
VGSH VANGUARD SCOTTSDALE FDS310.16%0.19%0.28%Q3 2021Q3 20234
TDIV FIRST TR EXCHANGE-TRAD...440.14%0.16%0.19%Q1 2022Q4 20224
SCHP SCHWAB STRATEGIC TR440.15%0.16%0.17%Q3 2022Q2 20234
MDLZ MONDELEZ INTL INC440.14%0.15%0.16%Q4 2022Q3 20234
PTLC PACER FDS TR440.15%0.15%0.15%Q4 2022Q3 20234
SPGI S&P GLOBAL INC310.13%0.15%0.16%Q3 2021Q2 20234
FDL FIRST TR MORNINGSTAR D...440.13%0.15%0.17%Q4 2022Q3 20234
UPS UNITED PARCEL SERVICE INC220.12%0.14%0.16%Q1 2022Q2 20234
MUB ISHARES TR310.13%0.14%0.14%Q2 2022Q3 20234
BDX BECTON DICKINSON & CO440.13%0.14%0.14%Q3 2021Q2 20224
FS CREDIT OPPORTUNITIE...440.06%0.13%0.19%Q4 2022Q3 20234
CLOV CLOVER HEALTH INVESTME...310.01%0.01%0.02%Q1 2022Q1 20234
XLRE SELECT SECTOR SPDR TR331.33%1.59%1.76%Q3 2021Q1 20223
HTAB HARTFORD FDS EXCHANGE ...330.78%0.79%0.79%Q1 2023Q3 20233
ESGU ISHARES TR330.38%0.43%0.48%Q3 2021Q1 20223
LGLV SPDR SER TR210.12%0.39%0.58%Q4 2021Q3 20233
FIRST TR EXCHNG TRADED...330.15%0.34%0.45%Q1 2023Q3 20233
SPSB SPDR SER TR330.16%0.22%0.32%Q3 2021Q1 20223
FTRI FIRST TR EXCHANGE TRAD...330.20%0.21%0.22%Q1 2023Q3 20233
IYR ISHARES TR330.17%0.20%0.25%Q3 2021Q1 20223
MCN MADISON COVERED CALL &...330.17%0.20%0.23%Q1 2023Q3 20233
ABR ARBOR REALTY TRUST INC330.11%0.18%0.23%Q3 2021Q1 20223
INTU INTUIT330.14%0.18%0.20%Q3 2021Q1 20223
VWO VANGUARD INTL EQUITY I...210.15%0.16%0.18%Q3 2021Q3 20233
EFG ISHARES TR330.14%0.16%0.18%Q3 2021Q1 20223
ADP AUTOMATIC DATA PROCESS...330.14%0.15%0.17%Q3 2021Q1 20223
NEA NUVEEN AMT FREE QLTY M...330.12%0.15%0.17%Q3 2021Q1 20223
DG DOLLAR GEN CORP NEW330.15%0.15%0.16%Q2 2022Q4 20223
ADBE ADOBE SYSTEMS INCORPOR...330.13%0.14%0.17%Q3 2021Q1 20223
PSR INVESCO ACTIVELY MANAG...330.14%0.14%0.15%Q3 2021Q1 20223
RSG REPUBLIC SVCS INC210.13%0.13%0.14%Q3 2021Q2 20233
JGH NUVEEN GLOBAL HIGH INC...330.08%0.10%0.14%Q1 2023Q3 20233
JQC NUVEEN CR STRATEGIES I...330.05%0.05%0.05%Q3 2021Q1 20223
AURORA CANNABIS INC330.03%0.03%0.03%Q1 2023Q3 20233
IYE ISHARES TR220.92%0.94%0.97%Q1 2022Q2 20222
IGSB ISHARES TR220.66%0.68%0.70%Q3 2021Q4 20212
MINT PIMCO ETF TR220.63%0.64%0.65%Q2 2023Q3 20232
IJJ ISHARES TR220.57%0.60%0.63%Q1 2022Q2 20222
IJS ISHARES TR220.57%0.60%0.63%Q1 2022Q2 20222
PLW INVESCO EXCH TRADED FD...220.43%0.50%0.58%Q4 2021Q1 20222
PSFF PACER FDS TR220.33%0.50%0.67%Q2 2023Q3 20232
VTI VANGUARD INDEX FDS220.48%0.49%0.50%Q3 2021Q4 20212
FPXI FIRST TR EXCHANGE TRAD...220.17%0.31%0.45%Q3 2021Q4 20212
ICSH ISHARES TR220.28%0.29%0.30%Q3 2021Q4 20212
SCHG SCHWAB STRATEGIC TR220.26%0.27%0.27%Q3 2021Q4 20212
IWY ISHARES TR220.24%0.24%0.24%Q3 2021Q4 20212
FIRST TR EXCHNG TRADED...220.18%0.20%0.21%Q2 2023Q3 20232
EFV ISHARES TR220.18%0.19%0.20%Q4 2021Q1 20222
IUSB ISHARES TR220.18%0.19%0.19%Q2 2023Q3 20232
PTBD PACER FDS TR220.18%0.18%0.19%Q3 2021Q4 20212
VV VANGUARD INDEX FDS220.18%0.18%0.18%Q3 2021Q4 20212
NFLX NETFLIX INC220.16%0.17%0.18%Q3 2021Q4 20212
LOW LOWES COS INC220.16%0.17%0.17%Q3 2021Q4 20212
DKNG DRAFTKINGS INC220.12%0.16%0.19%Q3 2021Q4 20212
AOM ISHARES TR220.16%0.16%0.16%Q3 2021Q4 20212
BOND PIMCO ETF TR220.14%0.15%0.17%Q4 2022Q1 20232
BAC BK OF AMERICA CORP220.15%0.15%0.16%Q3 2021Q4 20212
FGD FIRST TR EXCHANGE TRAD...220.15%0.15%0.15%Q4 2022Q1 20232
AMD ADVANCED MICRO DEVICES...220.14%0.14%0.15%Q1 2023Q2 20232
AJG GALLAGHER ARTHUR J & CO220.14%0.14%0.14%Q2 2023Q3 20232
USB US BANCORP DEL220.13%0.14%0.15%Q3 2021Q4 20212
WSO WATSCO INC220.14%0.14%0.14%Q2 2023Q3 20232
LLY LILLY ELI & CO220.13%0.14%0.14%Q2 2023Q3 20232
NKE NIKE INC220.13%0.13%0.13%Q3 2021Q4 20212
BCX BLACKROCK RES & COMMOD...220.12%0.13%0.13%Q2 2023Q3 20232
PTY PIMCO CORPORATE & INCO...220.09%0.11%0.12%Q2 2023Q3 20232
GOEV CANOO INC220.04%0.07%0.10%Q3 2022Q4 20222
MSFT MICROSOFT CORP220.04%0.07%0.10%Q3 2021Q4 20212
V VISA INC220.01%0.03%0.06%Q3 2021Q4 20212
RAIL FREIGHTCAR AMER INC220.03%0.03%0.04%Q3 2022Q4 20222
WKHS WORKHORSE GROUP INC220.02%0.03%0.04%Q3 2022Q4 20222
PYPL PAYPAL HLDGS INC220.01%0.02%0.02%Q3 2021Q4 20212
MA MASTERCARD INCORPORATED220.01%0.02%0.02%Q3 2021Q4 20212
SPY SPDR S&P 500 ETF TR220.00%0.01%0.03%Q3 2021Q4 20212
SHW SHERWIN WILLIAMS CO220.01%0.01%0.02%Q3 2021Q4 20212
AAPL APPLE INC220.01%0.01%0.01%Q3 2021Q4 20212
WESTERN DIGITAL CORP.220.01%0.01%0.01%Q2 2023Q3 20232
SNDL SUNDIAL GROWERS INC220.00%0.00%0.00%Q1 2022Q2 20222
VO VANGUARD INDEX FDS111.42%1.42%1.42%Q3 2021Q3 20211
UUP INVESCO DB US DLR INDE...110.48%0.48%0.48%Q3 2022Q3 20221
KSS KOHLS CORP110.35%0.35%0.35%Q3 2023Q3 20231
IEF ISHARES TR110.34%0.34%0.34%Q4 2021Q4 20211
IRT INDEPENDENCE RLTY TR INC110.29%0.29%0.29%Q4 2021Q4 20211
BWX SPDR SER TR110.27%0.27%0.27%Q2 2023Q2 20231
MTUM ISHARES TR110.25%0.25%0.25%Q3 2021Q3 20211
FNDX SCHWAB STRATEGIC TR110.18%0.18%0.18%Q1 2022Q1 20221
DMAR FIRST TR EXCHNG TRADED...110.18%0.18%0.18%Q1 2023Q1 20231
WYNN WYNN RESORTS LTD110.17%0.17%0.17%Q4 2022Q4 20221
NCLH NORWEGIAN CRUISE LINE ...110.17%0.17%0.17%Q3 2021Q3 20211
LDUR PIMCO ETF TR110.16%0.16%0.16%Q3 2021Q3 20211
PACER FDS TR110.16%0.16%0.16%Q3 2023Q3 20231
VGLT VANGUARD SCOTTSDALE FDS110.15%0.15%0.15%Q3 2023Q3 20231
TGT TARGET CORP110.14%0.14%0.14%Q3 2021Q3 20211
PFG PRINCIPAL FINANCIAL GR...110.14%0.14%0.14%Q4 2022Q4 20221
MS MORGAN STANLEY110.14%0.14%0.14%Q3 2021Q3 20211
COG COTERRA ENERGY INC110.14%0.14%0.14%Q3 2023Q3 20231
WFC WELLS FARGO CO NEW110.13%0.13%0.13%Q3 2021Q3 20211
ENB ENBRIDGE INC110.13%0.13%0.13%Q1 2022Q1 20221
IYW ISHARES TR110.13%0.13%0.13%Q4 2021Q4 20211
STE STERIS PLC110.13%0.13%0.13%Q4 2021Q4 20211
QCOM QUALCOMM INC110.13%0.13%0.13%Q4 2021Q4 20211
RTM INVESCO EXCHANGE TRADE...110.13%0.13%0.13%Q4 2021Q4 20211
ROM PROSHARES TR110.13%0.13%0.13%Q4 2021Q4 20211
DVN DEVON ENERGY CORP NEW110.13%0.13%0.13%Q1 2022Q1 20221
SYK STRYKER CORPORATION110.12%0.12%0.12%Q2 2023Q2 20231
PM PHILIP MORRIS INTL INC110.12%0.12%0.12%Q4 2021Q4 20211
SCHM SCHWAB STRATEGIC TR110.12%0.12%0.12%Q4 2021Q4 20211
LUMN LUMEN TECHNOLOGIES INC110.09%0.09%0.09%Q4 2021Q4 20211
SOLID POWER INC110.07%0.07%0.07%Q1 2022Q1 20221
COST COSTCO WHSL CORP NEW110.04%0.04%0.04%Q3 2021Q3 20211
BOIL PROSHARES TR II110.03%0.03%0.03%Q1 2023Q1 20231
ADBE ADOBE SYSTEMS INCORPOR...110.03%0.03%0.03%Q4 2021Q4 20211
AMT AMERICAN TOWER CORP NEW110.02%0.02%0.02%Q4 2021Q4 20211
REDWOOD TRUST INC110.01%0.01%0.01%Q2 2023Q2 20231
AAPL APPLE INC110.01%0.01%0.01%Q4 2021Q4 20211
GLD SPDR GOLD TR110.01%0.01%0.01%Q4 2021Q4 20211
BRKB BERKSHIRE HATHAWAY INC...110.01%0.01%0.01%Q3 2021Q3 20211
KKR REAL ESTATE FIN TR...110.01%0.01%0.01%Q1 2023Q1 20231
LOAN MANHATTAN BRDG CAP INC110.01%0.01%0.01%Q3 2023Q3 20231
QQQ INVESCO QQQ TR110.00%0.00%0.00%Q3 2021Q3 20211
VIAC VIACOMCBS INC110.00%0.00%0.00%Q3 2021Q3 20211
CAT CATERPILLAR INC110.00%0.00%0.00%Q3 2021Q3 20211
PLTR PALANTIR TECHNOLOGIES INC110.00%0.00%0.00%Q3 2021Q3 20211
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The securities at the top of the list , including J P MORGAN EXCHANGE-TRADED F, SPDR SER TR, and CATERPILLAR INC, are the highest-conviction holdings of Independent Wealth Network Inc..

The conviction is calculated by counting the number of quarters a security has been reported by Independent Wealth Network Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Independent Wealth Network Inc. owns currently or has owned in the past.