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Size ($ in 1000's)
At 03/31/2024: $38,192
At 12/31/2023: $190,153
Independent Wealth Network Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Independent Wealth Network Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Independent Wealth Network Inc. top holdings by largest position size, as per the latest 13f filing made by Independent Wealth Network Inc..
In the Independent Wealth Network Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Independent Wealth Network Inc. in that top holding, then the share count change between reporting periods, and finally the Independent Wealth Network Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| SPDR SER TR (SPYV) |
83,268 |
-49,236 |
$4,172 | | SPYV | 83,268 | -49,236 | $4,172 | | SPDR SER TR (SPYG) |
56,603 |
-63,305 |
$4,141 | | SPYG | 56,603 | -63,305 | $4,141 | | ISHARES TR (ACWI) |
28,604 |
-12,306 |
$3,150 | | ACWI | 28,604 | -12,306 | $3,150 | | SPDR SER TR (SPLG) |
45,253 |
-84,043 |
$2,784 | | SPLG | 45,253 | -84,043 | $2,784 | | SPDR SER TR (SPAB) |
106,792 |
-45,301 |
$2,700 | | SPAB | 106,792 | -45,301 | $2,700 | | ISHARES TR (ILTB) |
45,973 |
-18,304 |
$2,350 | | ILTB | 45,973 | -18,304 | $2,350 | | ISHARES TR (USRT) |
25,354 |
-17,366 |
$1,364 | | USRT | 25,354 | -17,366 | $1,364 | | HARTFORD FDS EXCHANGE TRADED (HTAB) |
69,394 |
+739 |
$1,359 | | HTAB | 69,394 | +739 | $1,359 | | SPDR SER TR (SPYD) |
30,849 |
-48,313 |
$1,256 | | SPYD | 30,849 | -48,313 | $1,256 | | J P MORGAN EXCHANGE TRADED F (JPUS) |
10,080 |
-15 |
$1,129 | | JPUS | 10,080 | -15 | $1,129 | | INVESCO EXCH TRADED FD TR II (BKLN) |
42,895 |
-1,133 |
$907 | | BKLN | 42,895 | -1,133 | $907 | | WISDOMTREE TR |
19,879 |
-6,300 |
$863 | | AGGY | 19,879 | -6,300 | $863 | | MICROSOFT CORP |
1,708 |
-7,870 |
$719 | | MSFT | 1,708 | -7,870 | $719 | | VANGUARD INDEX FDS (VNQ) |
7,147 |
-3,054 |
$618 | | VNQ | 7,147 | -3,054 | $618 | | INVESCO EXCHANGE TRADED FD T (PKW) |
5,698 |
-138 |
$617 | | PKW | 5,698 | -138 | $617 |  WELLS FARGO CO NEW |
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$610 | | WFC.PRL | 500 | -4 | $610 | | FIRST TR EXCHANGE TRADED FD (FTCS) |
7,014 |
-68 |
$601 | | FTCS | 7,014 | -68 | $601 | | INVESCO EXCHANGE TRADED FD T (RPV) |
6,683 |
-19 |
$591 | | RPV | 6,683 | -19 | $591 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
9,856 |
-63,532 |
$570 | | JEPI | 9,856 | -63,532 | $570 | | ISHARES TR (ICVT) |
7,121 |
-50 |
$568 | | ICVT | 7,121 | -50 | $568 | | FIRST TR EXCH TRADED FD III (FPE) |
32,695 |
-72,993 |
$566 | | FPE | 32,695 | -72,993 | $566 | | ISHARES TR (IVV) |
1,072 |
-518 |
$564 | | IVV | 1,072 | -518 | $564 | | J P MORGAN EXCHANGE TRADED F (BBHY) |
12,157 |
+89 |
$562 | | BBHY | 12,157 | +89 | $562 | | VANGUARD MALVERN FDS (VTIP) |
11,607 |
-4,780 |
$556 | | VTIP | 11,607 | -4,780 | $556 | | FIRST TR MID CAP CORE ALPHAD (FNX) |
4,059 |
-76 |
$460 | | FNX | 4,059 | -76 | $460 | | FIRST TR LRG CP VL ALPHADEX (FTA) |
5,745 |
-106 |
$439 | | FTA | 5,745 | -106 | $439 | | FIRST TR SML CP CORE ALPHA F (FYX) |
4,631 |
+15 |
$432 | | FYX | 4,631 | +15 | $432 | | ISHARES TR (GLOF) |
10,388 |
-174 |
$429 | | GLOF | 10,388 | -174 | $429 | | FIRST TR LRGE CP CORE ALPHA (FEX) |
3,803 |
-51 |
$377 | | FEX | 3,803 | -51 | $377 | | VANGUARD BD INDEX FDS (BND) |
5,127 |
-13,391 |
$372 | | BND | 5,127 | -13,391 | $372 | | FIRST TR EXCHANGE TRADED ALP (FYC) |
5,443 |
-31 |
$358 | | FYC | 5,443 | -31 | $358 | | ARK ETF TR (ARKK) |
6,769 |
-738 |
$339 | | ARKK | 6,769 | -738 | $339 | | J P MORGAN EXCHANGE TRADED F (JPIN) |
5,663 |
-5 |
$319 | | JPIN | 5,663 | -5 | $319 | | MADISON COVERED CALL & EQUIT |
42,910 |
+2,318 |
$314 | | MCN | 42,910 | +2,318 | $314 | | APPLE INC |
1,726 |
-19,237 |
$296 | | AAPL | 1,726 | -19,237 | $296 | | SPROTT PHYSICAL GOLD & SILVE |
13,894 |
-1,326 |
$283 | | CEF | 13,894 | -1,326 | $283 | | ELI LILLY & CO |
350 |
-95 |
$272 | | LLY | 350 | -95 | $272 | | BLACKROCK RES & COMMODITIES |
17,524 |
-379 |
$159 | | BCX | 17,524 | -379 | $159 |
See Full List: All Stocks Held By Independent Wealth Network Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Independent Wealth Network Inc.
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