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CIK: 0001891240
Total reported value
$397.3M
$397.3M
222 檔
9.8%
According to the latest 13F quarterly dataset, Independent Wealth Network Inc. managed an equity portfolio of $397.3M at the end of Q1 2024, spanning 222 distinct U.S. exchange-listed positions.
During Q1 2024, Independent Wealth Network Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 222 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | Stock-Industrials | 4.58% | -1.77% | +0.63% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.08% | -0.06% | -0.72% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.69% | -0.03% | -0.95% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.06% | -0.06% | -1.77% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.84% | -0.12% | -2.73% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.11% | +0.38% | +11.56% | |
| 7 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 2.09% | -0.03% | -0.95% | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.05% | — | +0.61% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 2.04% | +0.49% | +5.88% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.98% | -0.09% | -0.71% | |
| 11 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.83% | -0.11% | +1.84% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.66% | +0.19% | -1.43% | |
| 13 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 1.57% | -0.08% | +2.06% | |
| 14 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 1.56% | -0.09% | +3.50% | |
| 15 | XLE | Ss Energy Select Sector | ETF-Other | 1.33% | +0.02% | +0.17% | |
| 16 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.27% | -0.01% | +13.51% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | +0.04% | +1.90% | |
| 18 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-Other | 1.06% | — | — | |
| 19 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.06% | -0.04% | -1.88% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.03% | +0.05% | +5.61% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.99% | -0.01% | +2.50% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.99% | -0.03% | +13.90% | |
| 23 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.97% | +0.01% | — | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.96% | — | -2.43% | |
| 25 | SLV | Ishares Silver Trust | ETF-Commodities | 0.94% | — | +4.75% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.93% | — | +3.89% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | — | -5.42% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.90% | +0.03% | +3.95% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.86% | +0.28% | +8.87% | |
| 30 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.85% | -0.03% | -1.17% | |
| 31 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.83% | -0.02% | +17.58% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.81% | +0.02% | +9.41% | |
| 33 | JBI | Janus International Group In | Stock-Other | 0.71% | — | — | |
| 34 | YYY | Amplify Cef High Income ETF | ETF-Other | 0.71% | -0.05% | +0.87% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | +0.15% | -0.03% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | +0.01% | +4.05% | |
| 37 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.67% | -0.01% | +5.99% | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.67% | +0.01% | +3.79% | |
| 39 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 0.65% | -0.02% | -0.21% | |
| 40 | HTAB | Hartford Schroders Tax Aware | ETF-Other | 0.64% | — | +1.98% | |
| 41 | BND | Vanguard Total Bond Market | ETF-Other | 0.64% | +0.04% | +1.91% | |
| 42 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.57% | -0.01% | -34.84% | |
| 43 | XAWFX | Alliancebernstein Gl Hi Inc | Stock-Other | 0.55% | -0.03% | +0.27% | |
| 44 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.54% | — | +0.89% | |
| 45 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 0.53% | — | +0.58% | |
| 46 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.53% | -0.02% | -0.33% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | -0.03% | -1.05% | |
| 48 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.51% | -0.04% | -8.21% | |
| 49 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.51% | -0.01% | +0.45% | |
| 50 | KR | Kroger Co | Stock-Consumer Staples | 0.49% | +0.01% | +2.71% |
According to official SEC Form 13F filings, Independent Wealth Network Inc. reported a total U.S. public equity portfolio value of $397.3M across 222 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including CAT, SPYG, SPYM) accounted for 9.8% of total reported equity market value during Q1 2024.
During Q1 2024, Independent Wealth Network Inc.'s top holdings by market value included CAT (4.6%)、SPYG (4.1%)、SPYM (3.7%). The largest single position, CAT, represented 4.6% of total portfolio value.
In Q1 2024, Independent Wealth Network Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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