$156 Million is the total value of Independent Wealth Network Inc.'s 200 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HTAB | New | HARTFORD FDS EXCHANGE TRADEDschrdrs tax bd | $1,219,138 | – | 62,167 | +100.0% | 0.78% | – |
| MCN | New | MADISON COVERED CALL & EQUIT | $360,986 | – | 45,407 | +100.0% | 0.23% | – |
| FTRI | New | FIRST TR EXCHANGE TRADED FDindxx nat re etf | $315,978 | – | 23,829 | +100.0% | 0.20% | – |
| DMAR | New | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $273,782 | – | 8,866 | +100.0% | 0.18% | – |
| FTEC | New | FIDELITY COVINGTON TRUSTmsci info tech i | $228,467 | – | 2,005 | +100.0% | 0.15% | – |
| New | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $228,264 | – | 7,526 | +100.0% | 0.15% | – | |
| MUB | New | ISHARES TRnational mun etf | $227,257 | – | 2,109 | +100.0% | 0.14% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $221,797 | – | 2,263 | +100.0% | 0.14% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $218,918 | – | 1,128 | +100.0% | 0.14% | – |
| TSLA | New | TESLA INC | $208,912 | – | 1,007 | +100.0% | 0.13% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $204,118 | – | 3,195 | +100.0% | 0.13% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $200,326 | – | 2,212 | +100.0% | 0.13% | – |
| JGH | New | NUVEEN GLOBAL HIGH INCOME FD | $125,538 | – | 11,320 | +100.0% | 0.08% | – |
| BOIL | New | PROSHARES TR IIultra bloomberg | $51,443 | – | 14,250 | +100.0% | 0.03% | – |
| New | AURORA CANNABIS INCnote 5.500% 2/2 | $48,750 | – | 50,000 | +100.0% | 0.03% | – | |
| New | KKR REAL ESTATE FIN TR INCnote 6.125% 5/1 | $14,850 | – | 15,000 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| J P MORGAN EXCHANGE-TRADED F | 12 | Q2 2024 | 9.9% |
| SPDR SER TR | 12 | Q2 2024 | 5.2% |
| CATERPILLAR INC | 12 | Q2 2024 | 4.6% |
| SPDR SER TR | 12 | Q2 2024 | 3.3% |
| SPDR SER TR | 12 | Q2 2024 | 3.8% |
| SPDR SER TR | 12 | Q2 2024 | 3.0% |
| CHEVRON CORP NEW | 12 | Q2 2024 | 3.0% |
| ISHARES TR | 12 | Q2 2024 | 2.3% |
| ISHARES TR | 12 | Q2 2024 | 2.4% |
| APPLE INC | 12 | Q2 2024 | 2.3% |
View Independent Wealth Network Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-18 |
| 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 |
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.