$128 Million is the total value of Independent Wealth Network Inc.'s 176 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UUP | New | INVESCO DB US DLR INDEX TRbullish fd | $615,000 | – | 20,384 | +100.0% | 0.48% | – |
| TSLA | New | TESLA INC | $265,000 | – | 998 | +100.0% | 0.21% | – |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $221,000 | – | 4,271 | +100.0% | 0.17% | – |
| PYPL | New | PAYPAL HLDGS INC | $218,000 | – | 2,532 | +100.0% | 0.17% | – |
| RDVY | New | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $205,000 | – | 5,264 | +100.0% | 0.16% | – |
| GOEV | New | CANOO INC | $131,000 | – | 70,000 | +100.0% | 0.10% | – |
| JRS | New | NUVEEN REAL ESTATE INCOME FD | $90,000 | – | 11,691 | +100.0% | 0.07% | – |
| WKHS | New | WORKHORSE GROUP INC | $57,000 | – | 20,000 | +100.0% | 0.04% | – |
| RAIL | New | FREIGHTCAR AMER INC | $45,000 | – | 12,140 | +100.0% | 0.04% | – |
| CLOV | New | CLOVER HEALTH INVESTMENTS CO | $18,000 | – | 10,350 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-17
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.