$153 Million is the total value of Independent Wealth Network Inc.'s 212 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $7,935,000 | – | 112,311 | +100.0% | 5.19% | – |
| CAT | New | CATERPILLAR INC | $5,309,000 | – | 26,083 | +100.0% | 3.47% | – |
| SPYV | New | SPDR SER TRprtflo s&p500 vl | $4,785,000 | – | 115,748 | +100.0% | 3.13% | – |
| SPAB | New | SPDR SER TRportfolio agrgte | $4,569,000 | – | 153,594 | +100.0% | 2.99% | – |
| SPLG | New | SPDR SER TRportfolio s&p500 | $4,305,000 | – | 78,747 | +100.0% | 2.81% | – |
| ILTB | New | ISHARES TRcore lt usdb etf | $3,677,000 | – | 51,093 | +100.0% | 2.40% | – |
| ACWI | New | ISHARES TRmsci acwi etf | $3,577,000 | – | 33,564 | +100.0% | 2.34% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $3,066,000 | – | 7,797 | +100.0% | 2.00% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $2,853,000 | – | 33,486 | +100.0% | 1.86% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $2,781,000 | – | 5,985 | +100.0% | 1.82% | – |
| AAPL | New | APPLE INC | $2,719,000 | – | 17,947 | +100.0% | 1.78% | – |
| CVX | New | CHEVRON CORP NEW | $2,648,000 | – | 23,427 | +100.0% | 1.73% | – |
| HYG | New | ISHARES TRiboxx hi yd etf | $2,398,000 | – | 27,585 | +100.0% | 1.57% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $2,166,000 | – | 8,469 | +100.0% | 1.42% | – |
| USRT | New | ISHARES TRcre u s reit etf | $2,062,000 | – | 32,001 | +100.0% | 1.35% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $2,057,000 | – | 14,131 | +100.0% | 1.34% | – |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $2,031,000 | – | 41,744 | +100.0% | 1.33% | – |
| SPYD | New | SPDR SER TRprtflo s&p500 hi | $1,983,000 | – | 47,987 | +100.0% | 1.30% | – |
| MSFT | New | MICROSOFT CORP | $1,844,000 | – | 5,522 | +100.0% | 1.20% | – |
| VOO | New | VANGUARD INDEX FDS | $1,682,000 | – | 3,938 | +100.0% | 1.10% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $1,676,000 | – | 15,721 | +100.0% | 1.10% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $1,596,000 | – | 5,030 | +100.0% | 1.04% | – |
| FPE | New | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $1,542,000 | – | 75,216 | +100.0% | 1.01% | – |
| JPST | New | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $1,492,000 | – | 29,478 | +100.0% | 0.98% | – |
| DFUS | New | DIMENSIONAL ETF TRUSTus equity etf | $1,441,000 | – | 28,236 | +100.0% | 0.94% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $1,432,000 | – | 17,563 | +100.0% | 0.94% | – |
| JPUS | New | J P MORGAN EXCHANGE-TRADED Fjpmorgan diver | $1,401,000 | – | 13,568 | +100.0% | 0.92% | – |
| FIXD | New | FIRST TR EXCHNG TRADED FD VItcw opportunis | $1,287,000 | – | 24,140 | +100.0% | 0.84% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $1,252,000 | – | 7,647 | +100.0% | 0.82% | – |
| SLV | New | ISHARES SILVER TRishares | $1,180,000 | – | 54,100 | +100.0% | 0.77% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $1,151,000 | – | 10,464 | +100.0% | 0.75% | – |
| YYY | New | AMPLIFY ETF TR | $1,096,000 | – | 64,109 | +100.0% | 0.72% | – |
| IGSB | New | ISHARES TR | $1,069,000 | – | 19,691 | +100.0% | 0.70% | – |
| AWF | New | ALLIANCEBERNSTEIN GLOBAL HIG | $1,049,000 | – | 83,714 | +100.0% | 0.69% | – |
| FTCS | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $1,018,000 | – | 12,631 | +100.0% | 0.67% | – |
| FB | New | FACEBOOK INCcl a | $1,010,000 | – | 3,046 | +100.0% | 0.66% | – |
| TFI | New | SPDR SER TRnuveen brc munic | $980,000 | – | 19,085 | +100.0% | 0.64% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $970,000 | – | 10,350 | +100.0% | 0.63% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $958,000 | – | 5,781 | +100.0% | 0.63% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $920,000 | – | 8,326 | +100.0% | 0.60% | – |
| HD | New | HOME DEPOT INC | $895,000 | – | 2,425 | +100.0% | 0.58% | – |
| SECT | New | NORTHERN LTS FD TR IVmain sectr rotn | $892,000 | – | 20,205 | +100.0% | 0.58% | – |
| DVY | New | ISHARES TRselect divid etf | $883,000 | – | 7,367 | +100.0% | 0.58% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $855,000 | – | 2,961 | +100.0% | 0.56% | – |
| PGX | New | INVESCO EXCH TRADED FD TR IIpfd etf | $840,000 | – | 55,729 | +100.0% | 0.55% | – |
| GLD | New | SPDR GOLD TR | $835,000 | – | 5,036 | +100.0% | 0.55% | – |
| New | DIMENSIONAL ETF TRUSTworld ex us core | $818,000 | – | 30,716 | +100.0% | 0.54% | – | |
| JPM | New | JPMORGAN CHASE & CO | $809,000 | – | 4,746 | +100.0% | 0.53% | – |
| T | New | AT&T INC | $795,000 | – | 31,587 | +100.0% | 0.52% | – |
| BKLN | New | INVESCO EXCH TRADED FD TR IIsr ln etf | $790,000 | – | 35,697 | +100.0% | 0.52% | – |
| ARKK | New | ARK ETF TRinnovation etf | $771,000 | – | 6,186 | +100.0% | 0.50% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $769,000 | – | 3,198 | +100.0% | 0.50% | – |
| PKW | New | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $765,000 | – | 7,807 | +100.0% | 0.50% | – |
| ROSC | New | LATTICE STRATEGIES TRhartford mlt sml | $750,000 | – | 18,069 | +100.0% | 0.49% | – |
| V | New | VISA INC | $732,000 | – | 3,517 | +100.0% | 0.48% | – |
| JNJ | New | JOHNSON & JOHNSON | $725,000 | – | 4,394 | +100.0% | 0.47% | – |
| AGGY | New | WISDOMTREE TRyield enhancd us | $723,000 | – | 13,936 | +100.0% | 0.47% | – |
| RPV | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $721,000 | – | 8,838 | +100.0% | 0.47% | – |
| CSCO | New | CISCO SYS INC | $720,000 | – | 12,486 | +100.0% | 0.47% | – |
| FPXI | New | FIRST TR EXCHANGE TRADED FDintl equity opp | $695,000 | – | 10,414 | +100.0% | 0.45% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $665,000 | – | 1,424 | +100.0% | 0.44% | – |
| IJK | New | ISHARES TRs&p mc 400gr etf | $636,000 | – | 7,288 | +100.0% | 0.42% | – |
| MO | New | ALTRIA GROUP INC | $631,000 | – | 14,034 | +100.0% | 0.41% | – |
| GPN | New | GLOBAL PMTS INC | $611,000 | – | 4,527 | +100.0% | 0.40% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $607,000 | – | 4,562 | +100.0% | 0.40% | – |
| HACK | New | ETF MANAGERS TRprime cybr scrty | $592,000 | – | 8,962 | +100.0% | 0.39% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $592,000 | – | 7,234 | +100.0% | 0.39% | – |
| IBB | New | ISHARES TRishares biotech | $590,000 | – | 3,578 | +100.0% | 0.39% | – |
| ESGU | New | ISHARES TResg awr msci usa | $587,000 | – | 5,508 | +100.0% | 0.38% | – |
| VEA | New | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $585,000 | – | 11,075 | +100.0% | 0.38% | – |
| EFA | New | ISHARES TRmsci eafe etf | $581,000 | – | 7,103 | +100.0% | 0.38% | – |
| KR | New | KROGER CO | $582,000 | – | 13,556 | +100.0% | 0.38% | – |
| FNX | New | FIRST TR MID CAP CORE ALPHAD | $578,000 | – | 5,430 | +100.0% | 0.38% | – |
| ET | New | ENERGY TRANSFER L P | $573,000 | – | 59,205 | +100.0% | 0.38% | – |
| ARCC | New | ARES CAPITAL CORP | $569,000 | – | 27,043 | +100.0% | 0.37% | – |
| FYX | New | FIRST TR SML CP CORE ALPHA F | $556,000 | – | 5,591 | +100.0% | 0.36% | – |
| HSY | New | HERSHEY CO | $554,000 | – | 3,137 | +100.0% | 0.36% | – |
| FTA | New | FIRST TR LRG CP VL ALPHADEX | $551,000 | – | 8,068 | +100.0% | 0.36% | – |
| CLX | New | CLOROX CO DEL | $542,000 | – | 3,279 | +100.0% | 0.35% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $540,000 | – | 20,674 | +100.0% | 0.35% | – |
| AAXJ | New | ISHARES TRmsci ac asia etf | $540,000 | – | 6,250 | +100.0% | 0.35% | – |
| ACWF | New | ISHARES TRmsci gbl multifc | $535,000 | – | 13,891 | +100.0% | 0.35% | – |
| PYPL | New | PAYPAL HLDGS INC | $531,000 | – | 2,304 | +100.0% | 0.35% | – |
| MSI | New | MOTOROLA SOLUTIONS INC | $520,000 | – | 2,056 | +100.0% | 0.34% | – |
| AMZN | New | AMAZON COM INC | $518,000 | – | 153 | +100.0% | 0.34% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $512,000 | – | 3,326 | +100.0% | 0.34% | – |
| AGG | New | ISHARES TRcore us aggbd et | $512,000 | – | 4,478 | +100.0% | 0.34% | – |
| XOM | New | EXXON MOBIL CORP | $511,000 | – | 7,990 | +100.0% | 0.33% | – |
| DIS | New | DISNEY WALT CO | $511,000 | – | 3,004 | +100.0% | 0.33% | – |
| SPSB | New | SPDR SER TRportfolio short | $494,000 | – | 15,883 | +100.0% | 0.32% | – |
| SHW | New | SHERWIN WILLIAMS CO | $490,000 | – | 1,560 | +100.0% | 0.32% | – |
| TIP | New | ISHARES TRtips bd etf | $484,000 | – | 3,772 | +100.0% | 0.32% | – |
| VOT | New | VANGUARD INDEX FDSmcap gr idxvip | $482,000 | – | 1,860 | +100.0% | 0.32% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $479,000 | – | 1,578 | +100.0% | 0.31% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $479,000 | – | 4,256 | +100.0% | 0.31% | – |
| SPTM | New | SPDR SER TRportfoli s&p1500 | $479,000 | – | 8,350 | +100.0% | 0.31% | – |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $473,000 | – | 9,276 | +100.0% | 0.31% | – |
| ITA | New | ISHARES TRus aer def etf | $470,000 | – | 4,457 | +100.0% | 0.31% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $462,000 | – | 3,915 | +100.0% | 0.30% | – |
| ICSH | New | ISHARES TRblackrock ultra | $456,000 | – | 9,041 | +100.0% | 0.30% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $449,000 | – | 153 | +100.0% | 0.29% | – |
| FEX | New | FIRST TR LRGE CP CORE ALPHA | $447,000 | – | 4,877 | +100.0% | 0.29% | – |
| NYF | New | ISHARES TRnew york mun etf | $441,000 | – | 7,638 | +100.0% | 0.29% | – |
| CME | New | CME GROUP INC | $441,000 | – | 2,002 | +100.0% | 0.29% | – |
| FYC | New | FIRST TR EXCHANGE-TRADED ALPsml cp grw alp | $432,000 | – | 5,474 | +100.0% | 0.28% | – |
| FSK | New | FS KKR CAP CORP | $429,000 | – | 19,945 | +100.0% | 0.28% | – |
| ICVT | New | ISHARES TRconv bd etf | $426,000 | – | 4,135 | +100.0% | 0.28% | – |
| NEE | New | NEXTERA ENERGY INC | $423,000 | – | 4,965 | +100.0% | 0.28% | – |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $404,000 | – | 2,482 | +100.0% | 0.26% | – |
| PFE | New | PFIZER INC | $400,000 | – | 8,919 | +100.0% | 0.26% | – |
| MTUM | New | ISHARES TRmsci usa mmentm | $385,000 | – | 1,986 | +100.0% | 0.25% | – |
| EWA | New | ISHARES INCmsci aust etf | $379,000 | – | 14,379 | +100.0% | 0.25% | – |
| FLOT | New | ISHARES TRfltg rate nt etf | $375,000 | – | 7,382 | +100.0% | 0.24% | – |
| IWY | New | ISHARES TRrus tp200 gr etf | $375,000 | – | 2,223 | +100.0% | 0.24% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $372,000 | – | 845 | +100.0% | 0.24% | – |
| JPHY | New | J P MORGAN EXCHANGE-TRADED Fhigh yld resrch | $359,000 | – | 6,927 | +100.0% | 0.24% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $358,000 | – | 6,762 | +100.0% | 0.23% | – |
| JPIN | New | J P MORGAN EXCHANGE-TRADED Fdiv rtn int eq | $358,000 | – | 5,813 | +100.0% | 0.23% | – |
| ABR | New | ARBOR REALTY TRUST INC | $356,000 | – | 18,150 | +100.0% | 0.23% | – |
| CEF | New | SPROTT PHYSICAL GOLD & SILVEtr unit | $354,000 | – | 20,022 | +100.0% | 0.23% | – |
| COST | New | COSTCO WHSL CORP NEW | $352,000 | – | 700 | +100.0% | 0.23% | – |
| JEPI | New | J P MORGAN EXCHANGE-TRADED Fequity premium | $346,000 | – | 5,607 | +100.0% | 0.23% | – |
| NSC | New | NORFOLK SOUTHN CORP | $341,000 | – | 1,185 | +100.0% | 0.22% | – |
| UHT | New | UNIVERSAL HEALTH RLTY INCOMEsh ben int | $340,000 | – | 5,783 | +100.0% | 0.22% | – |
| XMMO | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp momntum | $335,000 | – | 3,508 | +100.0% | 0.22% | – |
| NOBL | New | PROSHARES TRs&p 500 dv arist | $326,000 | – | 3,422 | +100.0% | 0.21% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $325,000 | – | 2,986 | +100.0% | 0.21% | – |
| ABT | New | ABBOTT LABS | $312,000 | – | 2,427 | +100.0% | 0.20% | – |
| FTEC | New | FIDELITY COVINGTON TRUSTmsci info tech i | $310,000 | – | 2,382 | +100.0% | 0.20% | – |
| MRK | New | MERCK & CO INC | $305,000 | – | 3,436 | +100.0% | 0.20% | – |
| INTU | New | INTUIT | $305,000 | – | 489 | +100.0% | 0.20% | – |
| IYR | New | ISHARES TRu.s. real es etf | $303,000 | – | 2,736 | +100.0% | 0.20% | – |
| ACN | New | ACCENTURE PLC IRELAND | $302,000 | – | 834 | +100.0% | 0.20% | – |
| IAU | New | ISHARES GOLD TRishares new | $297,000 | – | 8,794 | +100.0% | 0.19% | – |
| TSLA | New | TESLA INC | $295,000 | – | 243 | +100.0% | 0.19% | – |
| DKNG | New | DRAFTKINGS INC | $292,000 | – | 6,231 | +100.0% | 0.19% | – |
| DE | New | DEERE & CO | $291,000 | – | 847 | +100.0% | 0.19% | – |
| PTBD | New | PACER FDS TRtrendpilot us bd | $289,000 | – | 10,675 | +100.0% | 0.19% | – |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $281,000 | – | 1,290 | +100.0% | 0.18% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $280,000 | – | 613 | +100.0% | 0.18% | – |
| PG | New | PROCTER AND GAMBLE CO | $277,000 | – | 1,909 | +100.0% | 0.18% | – |
| NVDA | New | NVIDIA CORPORATION | $277,000 | – | 1,043 | +100.0% | 0.18% | – |
| NFLX | New | NETFLIX INC | $277,000 | – | 402 | +100.0% | 0.18% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $276,000 | – | 1,908 | +100.0% | 0.18% | – |
| VHT | New | VANGUARD WORLD FDShealth car etf | $274,000 | – | 1,045 | +100.0% | 0.18% | – |
| CNRG | New | SPDR SER TRs&p kensho clean | $274,000 | – | 2,473 | +100.0% | 0.18% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $273,000 | – | 830 | +100.0% | 0.18% | – |
| SHY | New | ISHARES TR1 3 yr treas bd | $266,000 | – | 3,097 | +100.0% | 0.17% | – |
| NCLH | New | NORWEGIAN CRUISE LINE HLDG L | $263,000 | – | 9,628 | +100.0% | 0.17% | – |
| PEP | New | PEPSICO INC | $261,000 | – | 1,591 | +100.0% | 0.17% | – |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $260,000 | – | 4,243 | +100.0% | 0.17% | – |
| NEA | New | NUVEEN AMT FREE QLTY MUN INC | $260,000 | – | 16,967 | +100.0% | 0.17% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $255,000 | – | 389 | +100.0% | 0.17% | – |
| LDUR | New | PIMCO ETF TRenhncd lw dur ac | $252,000 | – | 2,486 | +100.0% | 0.16% | – |
| MAC | New | MACERICH CO | $252,000 | – | 11,616 | +100.0% | 0.16% | – |
| INTC | New | INTEL CORP | $250,000 | – | 4,962 | +100.0% | 0.16% | – |
| LOW | New | LOWES COS INC | $249,000 | – | 1,061 | +100.0% | 0.16% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $250,000 | – | 4,905 | +100.0% | 0.16% | – |
| VAW | New | VANGUARD WORLD FDSmaterials etf | $246,000 | – | 1,291 | +100.0% | 0.16% | – |
| SPGI | New | S&P GLOBAL INC | $246,000 | – | 540 | +100.0% | 0.16% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $246,000 | – | 1,090 | +100.0% | 0.16% | – |
| SMMV | New | ISHARES TRmsci usa smcp mn | $245,000 | – | 6,230 | +100.0% | 0.16% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $241,000 | – | 82 | +100.0% | 0.16% | – |
| BAC | New | BK OF AMERICA CORP | $241,000 | – | 4,990 | +100.0% | 0.16% | – |
| CASY | New | CASEYS GEN STORES INC | $240,000 | – | 1,203 | +100.0% | 0.16% | – |
| AOM | New | ISHARES TRmodert alloc etf | $240,000 | – | 5,261 | +100.0% | 0.16% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $238,000 | – | 847 | +100.0% | 0.16% | – |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $239,000 | – | 3,936 | +100.0% | 0.16% | – |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $239,000 | – | 4,368 | +100.0% | 0.16% | – |
| BA | New | BOEING CO | $237,000 | – | 1,112 | +100.0% | 0.16% | – |
| VIAC | New | VIACOMCBS INCcl b | $235,000 | – | 6,256 | +100.0% | 0.15% | – |
| EFG | New | ISHARES TReafe grwth etf | $233,000 | – | 2,058 | +100.0% | 0.15% | – |
| UNP | New | UNION PAC CORP | $233,000 | – | 972 | +100.0% | 0.15% | – |
| COMT | New | ISHARES U S ETF TRgsci cmdty stgy | $228,000 | – | 6,163 | +100.0% | 0.15% | – |
| USB | New | US BANCORP DEL | $226,000 | – | 3,651 | +100.0% | 0.15% | – |
| PSR | New | INVESCO ACTIVELY MANAGED ETFactive us real | $227,000 | – | 2,021 | +100.0% | 0.15% | – |
| BRSP | New | BRIGHTSPIRE CAPITAL INC | $226,000 | – | 22,861 | +100.0% | 0.15% | – |
| MCD | New | MCDONALDS CORP | $223,000 | – | 889 | +100.0% | 0.15% | – |
| CARR | New | CARRIER GLOBAL CORPORATION | $215,000 | – | 4,134 | +100.0% | 0.14% | – |
| TGT | New | TARGET CORP | $216,000 | – | 829 | +100.0% | 0.14% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $213,000 | – | 1,283 | +100.0% | 0.14% | – |
| MS | New | MORGAN STANLEY | $213,000 | – | 2,074 | +100.0% | 0.14% | – |
| RSG | New | REPUBLIC SVCS INC | $209,000 | – | 1,579 | +100.0% | 0.14% | – |
| AMLP | New | ALPS ETF TRalerian mlp | $210,000 | – | 5,936 | +100.0% | 0.14% | – |
| WFC | New | WELLS FARGO CO NEW | $205,000 | – | 3,940 | +100.0% | 0.13% | – |
| BDX | New | BECTON DICKINSON & CO | $201,000 | – | 813 | +100.0% | 0.13% | – |
| NKE | New | NIKE INCcl b | $200,000 | – | 1,160 | +100.0% | 0.13% | – |
| KYN | New | KAYNE ANDERSON ENERGY INFRST | $190,000 | – | 22,113 | +100.0% | 0.12% | – |
| PHYS | New | SPROTT PHYSICAL GOLD TRunit | $156,000 | – | 11,136 | +100.0% | 0.10% | – |
| DNP | New | DNP SELECT INCOME FD INC | $124,000 | – | 11,520 | +100.0% | 0.08% | – |
| PHUN | New | PHUNWARE INC | $122,000 | – | 27,829 | +100.0% | 0.08% | – |
| AFIN | New | AMERICAN FIN TR INC | $117,000 | – | 13,627 | +100.0% | 0.08% | – |
| JQC | New | NUVEEN CR STRATEGIES INCOME | $72,000 | – | 10,937 | +100.0% | 0.05% | – |
| COST | New | COSTCO WHSL CORP NEWcall | $67,000 | – | 400 | +100.0% | 0.04% | – |
| MSFT | New | MICROSOFT CORPcall | $64,000 | – | 400 | +100.0% | 0.04% | – |
| PYPL | New | PAYPAL HLDGS INCcall | $20,000 | – | 300 | +100.0% | 0.01% | – |
| AAPL | New | APPLE INCcall | $20,000 | – | 200 | +100.0% | 0.01% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcall | $16,000 | – | 100 | +100.0% | 0.01% | – |
| MA | New | MASTERCARD INCORPORATEDcall | $13,000 | – | 100 | +100.0% | 0.01% | – |
| SHW | New | SHERWIN WILLIAMS COcall | $10,000 | – | 100 | +100.0% | 0.01% | – |
| V | New | VISA INCcall | $9,000 | – | 100 | +100.0% | 0.01% | – |
| NAK | New | NORTHERN DYNASTY MINERALS LT | $7,000 | – | 16,250 | +100.0% | 0.01% | – |
| QQQ | New | INVESCO QQQ TRcall | $1,000 | – | 100 | +100.0% | 0.00% | – |
| SPY | New | SPDR S&P 500 ETF TRcall | $1,000 | – | 100 | +100.0% | 0.00% | – |
| CAT | New | CATERPILLAR INCcall | $0 | – | 100 | +100.0% | 0.00% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INCcall | $0 | – | 200 | +100.0% | 0.00% | – |
| VIAC | New | VIACOMCBS INCcall | $0 | – | 200 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| J P MORGAN EXCHANGE-TRADED F | 9 | Q3 2023 | 9.9% |
| SPDR SER TR | 9 | Q3 2023 | 5.2% |
| CATERPILLAR INC | 9 | Q3 2023 | 4.4% |
| SPDR SER TR | 9 | Q3 2023 | 3.3% |
| SPDR SER TR | 9 | Q3 2023 | 3.3% |
| SPDR SER TR | 9 | Q3 2023 | 3.0% |
| CHEVRON CORP NEW | 9 | Q3 2023 | 3.0% |
| ISHARES TR | 9 | Q3 2023 | 2.3% |
| ISHARES TR | 9 | Q3 2023 | 2.4% |
| APPLE INC | 9 | Q3 2023 | 2.3% |
View Independent Wealth Network Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-05-20 |
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-04-20 |
View Independent Wealth Network Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.