$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WKHS | Exit | WORKHORSE GROUP INC | $0 | – | -15,000 | -100.0% | -0.02% | – |
| RAIL | Exit | FREIGHTCAR AMER INC | $0 | – | -12,089 | -100.0% | -0.03% | – |
| GOEV | Exit | CANOO INC | $0 | – | -53,000 | -100.0% | -0.04% | – |
| PFG | Exit | PRINCIPAL FINANCIAL GROUP IN | $0 | – | -2,423 | -100.0% | -0.14% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -988 | -100.0% | -0.14% | – |
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -874 | -100.0% | -0.15% | – |
| TDIV | Exit | FIRST TR EXCHANGE-TRADED FDnasd tech div | $0 | – | -4,484 | -100.0% | -0.15% | – |
| UHT | Exit | UNIVERSAL HEALTH RLTY INCOMEsh ben int | $0 | – | -4,786 | -100.0% | -0.16% | – |
| WYNN | Exit | WYNN RESORTS LTD | $0 | – | -3,049 | -100.0% | -0.17% | – |
| NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -1,157 | -100.0% | -0.20% | – |
| COMT | Exit | ISHARES U S ETF TRgsci cmdty stgy | $0 | – | -10,303 | -100.0% | -0.20% | – |
| PBP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 buy wrt | $0 | – | -20,705 | -100.0% | -0.28% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -4,122 | -100.0% | -0.30% | – |
| FIXD | Exit | FIRST TR EXCHNG TRADED FD VItcw opportunis | $0 | – | -27,225 | -100.0% | -0.82% | – |
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 | 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.