Independent Wealth Network Inc. - Q2 2023 holdings

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$166 Million is the total value of Independent Wealth Network Inc.'s 208 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
BRKA  BERKSHIRE HATHAWAY INC DELcl a$1,035,620
+11.2%
20.0%0.62%
+4.4%
 DIMENSIONAL ETF TRUSTworld ex us core$650,232
+1.1%
27,8950.0%0.39%
-4.9%
FTEC  FIDELITY COVINGTON TRUSTmsci info tech i$261,936
+14.6%
2,0050.0%0.16%
+7.5%
 WISDOMTREE TRfloatng rat trea$257,336
+0.1%
5,1140.0%0.16%
-5.5%
MCD  MCDONALDS CORP$244,099
+6.7%
8180.0%0.15%
+0.7%
DNP  DNP SELECT INCOME FD INC$120,730
-4.9%
11,5200.0%0.07%
-9.9%
GROY  GOLD ROYALTY CORP$59,070
-18.1%
33,3730.0%0.04%
-21.7%
 AURORA CANNABIS INCnote 5.500% 2/2$48,500
-0.5%
50,0000.0%0.03%
-6.5%
NAK  NORTHERN DYNASTY MINERALS LT$3,852
+0.5%
16,0500.0%0.00%0.0%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-07-12
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
J P MORGAN EXCHANGE-TRADED F12Q2 20249.9%
SPDR SER TR12Q2 20245.2%
CATERPILLAR INC12Q2 20244.6%
SPDR SER TR12Q2 20243.3%
SPDR SER TR12Q2 20243.8%
SPDR SER TR12Q2 20243.0%
CHEVRON CORP NEW12Q2 20243.0%
ISHARES TR12Q2 20242.3%
ISHARES TR12Q2 20242.4%
APPLE INC12Q2 20242.3%

View Independent Wealth Network Inc.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-07-18
13F-HR/A2024-05-20
13F-HR2024-04-11
13F-HR2024-01-12
13F-HR2023-10-11
13F-HR2023-07-12
13F-HR2023-04-18
13F-HR2023-01-25
13F-HR2022-10-17
13F-HR2022-07-26

View Independent Wealth Network Inc.'s complete filings history.

All filings

View complete filings history.

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