$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $931,200 | -0.7% | 2 | 0.0% | 0.60% | -7.0% | |
| DIMENSIONAL ETF TRUSTworld ex us core | $643,259 | +6.8% | 27,895 | 0.0% | 0.41% | -0.2% | ||
| DE | DEERE & CO | $351,797 | -3.7% | 852 | 0.0% | 0.22% | -10.0% | |
| NOBL | PROSHARES TRs&p 500 dv arist | $245,801 | +1.4% | 2,694 | 0.0% | 0.16% | -5.4% | |
| DNP | DNP SELECT INCOME FD INC | $126,950 | -2.0% | 11,520 | 0.0% | 0.08% | -9.0% | |
| GROY | GOLD ROYALTY CORP | $72,086 | -7.3% | 33,373 | 0.0% | 0.05% | -13.2% | |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $8,747 | -9.1% | 10,350 | 0.0% | 0.01% | -14.3% | |
| NAK | NORTHERN DYNASTY MINERALS LT | $3,833 | +8.2% | 16,050 | 0.0% | 0.00% | 0.0% |
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.