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CIK: 0001891240
Total reported value
$393.3M
$393.3M
222 檔
11.2%
As reported in its official Q3 2024 Form 13F filing, Independent Wealth Network Inc.'s tracked investment portfolio stood at $393.3M with 222 total positions.
In Q3 2024, Independent Wealth Network Inc. displayed an active expansion posture, initiating 14 new positions and adding to 18 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 222 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | Stock-Industrials | 4.60% | +1.68% | -0.22% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.30% | +0.08% | -6.36% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.98% | -0.64% | +47.64% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.55% | -0.14% | -4.06% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.03% | -0.15% | +2.35% | |
| 6 | FLRT | Pacer Aristotle Pacific Floa | ETF-Other | 2.11% | -0.17% | +60.13% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.09% | -0.02% | -2.39% | |
| 8 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 2.09% | — | +1.85% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 1.84% | -0.60% | +0.46% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.82% | -0.06% | -8.64% | |
| 11 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.70% | -0.12% | -0.32% | |
| 12 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 1.61% | +0.01% | -2.97% | |
| 13 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.60% | +0.03% | +7.36% | |
| 14 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 1.59% | -0.09% | +0.92% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.26% | +0.04% | -2.64% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.17% | +0.06% | -1.76% | |
| 17 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.15% | — | — | |
| 18 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.14% | — | +3.40% | |
| 19 | SLV | Ishares Silver Trust | ETF-Commodities | 1.08% | -0.83% | +10.59% | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 1.05% | -0.32% | +14.44% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.04% | +0.32% | +1.60% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.02% | -0.08% | +1.92% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.00% | — | -3.01% | |
| 24 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 0.98% | -0.06% | +9.46% | |
| 25 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.98% | -0.07% | +0.33% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.95% | -0.05% | -1.56% | |
| 27 | RDFI | Rareview Dynamic Fixed Incom | ETF-Other | 0.94% | -0.12% | +92.97% | |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.92% | -0.10% | -1.45% | |
| 29 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.86% | -0.06% | +2.12% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.86% | +0.05% | +0.32% | |
| 31 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.82% | -0.10% | +3.88% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.79% | -0.05% | +8.53% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.78% | -0.05% | +1.22% | |
| 34 | YYY | Amplify Cef High Income ETF | ETF-Other | 0.77% | -0.05% | +5.99% | |
| 35 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.73% | -0.10% | +5.68% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | -0.03% | -29.94% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | +0.02% | +0.88% | |
| 38 | XAWFX | Alliancebernstein Gl Hi Inc | Stock-Other | 0.61% | -0.05% | +4.42% | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.58% | +0.18% | -1.28% | |
| 40 | BND | Vanguard Total Bond Market | ETF-Other | 0.55% | -0.06% | -9.75% | |
| 41 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 0.54% | — | +2.22% | |
| 42 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.54% | — | +8.75% | |
| 43 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.52% | -0.05% | +0.85% | |
| 44 | MSI | Motorola Solutions Inc | Stock-Tech | 0.51% | -0.07% | -0.08% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.02% | -4.26% | |
| 46 | SECT | Main Sector Rotation ETF | ETF-Other | 0.49% | +0.07% | +8.89% | |
| 47 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.49% | -0.23% | +0.81% | |
| 48 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.48% | +0.09% | NEW | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | -0.06% | -5.63% | |
| 50 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.47% | -0.02% | -2.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +1.2% | +47.64% | Add |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | +1.2% | NEW | New buy |
| 3 | FLRT | Pacer Aristotle Pacific Floa | +0.7% | +60.13% | Add |
| 4 | RDFI | Rareview Dynamic Fixed Incom | +0.5% | +92.97% | Add |
| 5 | CAT | Caterpillar Inc | +0.5% | -0.22% | Trim |
| 6 | JPIE | Jpmorgan Income ETF | +0.3% | NEW | New buy |
| 7 | SCHA | Schwab US Small-cap ETF | +0.2% | NEW | New buy |
| 8 | TLT | Ishares 20+ Year Treasury Bd | +0.2% | NEW | New buy |
| 9 | JCPB | Jpmorgan Core Plus Bond ETF | +0.2% | NEW | New buy |
| 10 | GLD | Spdr Gold Shares | +0.2% | +14.44% | Add |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.2% | +2.35% | Add |
| 12 | USRT | Ishares Core US Reit ETF | +0.1% | +3.40% | Add |
| 13 | IGLD | Ft Vest Gold Strategy Target | +0.1% | +77.49% | Add |
| 14 | NFLX | Netflix Inc | +0.1% | NEW | New buy |
| 15 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | +7.36% | Add |
| 16 | SLV | Ishares Silver Trust | +0.1% | +10.59% | Add |
| 17 | IAU | Ishares Gold Trust | +0.1% | +43.50% | Add |
| 18 | QDPL | Pacer Met US Lrg Cap Dvd 400 | +0.1% | +56.29% | Add |
| 19 | RDVI | Ft Vest Rising Dividend Achi | +0.1% | NEW | New buy |
| 20 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
| 21 | MMM | 3m Co | +0.1% | NEW | New buy |
| 22 | ADP | Automatic Data Processing | +0.1% | NEW | New buy |
| 23 | CTAS | Cintas CORP | +0.1% | NEW | New buy |
| 24 | WEC | Wec Energy Group Inc | +0.1% | NEW | New buy |
| 25 | WMT | Walmart Inc | +0.1% | +70.64% | Add |
| 26 | MCD | Mcdonald's CORP | +0.1% | NEW | New buy |
| 27 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 28 | ABBV | Abbvie Inc | +0.1% | +35.21% | Add |
| 29 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | +0.1% | -2.97% | Trim |
| 30 | PSFF | Pacer Swan Sos Fund Of Funds | +0.1% | +9.46% | Add |
| 31 | META | Meta Platforms Inc-class A | +0.1% | +1.22% | Add |
| 32 | ACWI | Ishares Msci Acwi ETF | +0.1% | +1.85% | Add |
| 33 | AAPL | Apple Inc | +0.1% | -2.39% | Trim |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -1.56% | Trim |
| 35 | ILTB | Ishares Core 10+ Year Usd Bo | 0% | +0.92% | Add |
| 36 | VHT | Vanguard Health Care ETF | -0.1% | EXIT | Sold out |
| 37 | FTSM | First Trust Enh Short Mat Fd | -0.2% | -23.00% | Trim |
| 38 | CVX | Chevron CORP | -0.2% | +0.46% | Add |
| 39 | BBHY | Jpmorgan Betabuilders Usd Hi | -0.3% | EXIT | Sold out |
| 40 | SPLV | Invesco S&p 500 Low Volatili | -0.3% | EXIT | Sold out |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -29.94% | Trim |
| 42 | ONEQ | Fidelity Nasdaq Comp Indx | -0.3% | EXIT | Sold out |
| 43 | PTY | Pimco Corporate & Income Opp | -0.3% | EXIT | Sold out |
| 44 | MSFT | Microsoft CORP | -0.4% | -8.64% | Trim |
| 45 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.4% | -6.36% | Trim |
| 46 | XEFRX | Eaton Vance Sr Fltg Rate Tr | -0.5% | EXIT | Sold out |
| 47 | HTAB | Hartford Schroders Tax Aware | -0.6% | EXIT | Sold out |
| 48 | XLE | Ss Energy Select Sector | -1% | -69.42% | Trim |
| 49 | RISR | Foliobe Altr In&in H Etf-usd | -1.2% | EXIT | Sold out |
| 50 | COWZ | Pacer US Cash Cows 100 ETF | -1.5% | -93.40% | Trim |
According to official SEC Form 13F filings, Independent Wealth Network Inc. reported a total U.S. public equity portfolio value of $393.3M across 222 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CAT, SPYG, JPST) accounted for 11.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
SHV
市值: $2.6M
Top Position Liquidated / Trimmed
RISR
前期市值: $2.5M
During Q3 2024, Independent Wealth Network Inc.'s top holdings by market value included CAT (4.6%)、SPYG (4.3%)、JPST (4.0%). The largest single position, CAT, represented 4.6% of total portfolio value.
In Q3 2024, Independent Wealth Network Inc. made 50 total portfolio adjustments, initiating 14 new buys, adding to 18 positions, trimming 10 holdings, and fully liquidating 8 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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