$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SNDL | Exit | SUNDIAL GROWERS INC | $0 | – | -10,000 | -100.0% | -0.00% | – |
| SPSM | Exit | SPDR SER TRportfolio s&p600 | $0 | – | -5,564 | -100.0% | -0.14% | – |
| VIAC | Exit | PARAMOUNT GLOBAL | $0 | – | -8,139 | -100.0% | -0.14% | – |
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -814 | -100.0% | -0.14% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -1,902 | -100.0% | -0.14% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -970 | -100.0% | -0.15% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -1,375 | -100.0% | -0.15% | – |
| SOXX | Exit | ISHARES TRishares semicdtr | $0 | – | -594 | -100.0% | -0.15% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -1,165 | -100.0% | -0.15% | – |
| IDV | Exit | ISHARES TRintl sel div etf | $0 | – | -7,847 | -100.0% | -0.15% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -852 | -100.0% | -0.16% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -100 | -100.0% | -0.16% | – |
| KO | Exit | COCA COLA CO | $0 | – | -3,553 | -100.0% | -0.16% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -746 | -100.0% | -0.17% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -1,740 | -100.0% | -0.18% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -5,595 | -100.0% | -0.34% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -8,824 | -100.0% | -0.57% | – |
| IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -8,321 | -100.0% | -0.57% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -6,054 | -100.0% | -0.60% | – |
| IYE | Exit | ISHARES TRu.s. energy etf | $0 | – | -35,325 | -100.0% | -0.97% | – |
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.