$146 Million is the total value of Independent Wealth Network Inc.'s 198 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DE | DEERE & CO | $365,328 | +28.6% | 852 | 0.0% | 0.25% | +12.6% | |
| NOBL | PROSHARES TRs&p 500 dv arist | $242,433 | +12.8% | 2,694 | 0.0% | 0.17% | -1.2% | |
| DNP | DNP SELECT INCOME FD INC | $129,600 | +8.9% | 11,520 | 0.0% | 0.09% | -4.3% | |
| GROY | GOLD ROYALTY CORP | $77,759 | -8.5% | 33,373 | 0.0% | 0.05% | -19.7% | |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $9,620 | -46.6% | 10,350 | 0.0% | 0.01% | -50.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-25
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.