$162 Million is the total value of Independent Wealth Network Inc.'s 224 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $3,605,000 | – | 8 | +100.0% | 2.22% | – |
| WFCPRL | New | WELLS FARGO CO NEWperp pfd cnv a | $745,000 | – | 500 | +100.0% | 0.46% | – |
| PLW | New | INVESCO EXCH TRADED FD TR II1 30 lader tre | $695,000 | – | 19,005 | +100.0% | 0.43% | – |
| IEF | New | ISHARES TRbarclays 7 10 yr | $559,000 | – | 4,860 | +100.0% | 0.34% | – |
| IRT | New | INDEPENDENCE RLTY TR INC | $467,000 | – | 18,067 | +100.0% | 0.29% | – |
| PBP | New | INVESCO EXCHANGE TRADED FD Ts&p500 buy wrt | $403,000 | – | 17,430 | +100.0% | 0.25% | – |
| EFV | New | ISHARES TReafe value etf | $297,000 | – | 5,895 | +100.0% | 0.18% | – |
| EFR | New | EATON VANCE SR FLTNG RTE TR | $246,000 | – | 16,634 | +100.0% | 0.15% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $241,000 | – | 4,335 | +100.0% | 0.15% | – |
| IDV | New | ISHARES TRintl sel div etf | $222,000 | – | 7,126 | +100.0% | 0.14% | – |
| ATO | New | ATMOS ENERGY CORP | $221,000 | – | 2,105 | +100.0% | 0.14% | – |
| KO | New | COCA COLA CO | $218,000 | – | 3,684 | +100.0% | 0.13% | – |
| IYW | New | ISHARES TRu.s. tech etf | $215,000 | – | 1,873 | +100.0% | 0.13% | – |
| TSCO | New | TRACTOR SUPPLY CO | $210,000 | – | 879 | +100.0% | 0.13% | – |
| QCOM | New | QUALCOMM INC | $209,000 | – | 1,145 | +100.0% | 0.13% | – |
| STE | New | STERIS PLC | $210,000 | – | 861 | +100.0% | 0.13% | – |
| RTM | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql mat | $208,000 | – | 1,154 | +100.0% | 0.13% | – |
| ROM | New | PROSHARES TR | $207,000 | – | 1,622 | +100.0% | 0.13% | – |
| AFL | New | AFLAC INC | $206,000 | – | 3,531 | +100.0% | 0.13% | – |
| LGLV | New | SPDR SER TRssga us lrg etf | $203,000 | – | 1,344 | +100.0% | 0.12% | – |
| ATVI | New | ACTIVISION BLIZZARD INC | $203,000 | – | 3,054 | +100.0% | 0.12% | – |
| NEAR | New | ISHARES U S ETF TRblackrock st mat | $201,000 | – | 4,032 | +100.0% | 0.12% | – |
| PM | New | PHILIP MORRIS INTL INC | $201,000 | – | 2,118 | +100.0% | 0.12% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $201,000 | – | 2,496 | +100.0% | 0.12% | – |
| LUMN | New | LUMEN TECHNOLOGIES INC | $152,000 | – | 12,102 | +100.0% | 0.09% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATEDcall | $52,000 | – | 100 | +100.0% | 0.03% | – |
| AMT | New | AMERICAN TOWER CORP NEWcall | $25,000 | – | 100 | +100.0% | 0.02% | – |
| AAPL | New | APPLE INCput | $18,000 | – | 100 | +100.0% | 0.01% | – |
| GLD | New | SPDR GOLD TRcall | $17,000 | – | 100 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-10
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 | 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 |
| 13F-HR | 2022-02-10 |
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.