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CIK: 0001891240
Total reported value
$393.3M
$393.3M
236 檔
11.7%
According to the latest 13F quarterly dataset, Independent Wealth Network Inc. managed an equity portfolio of $393.3M at the end of Q4 2024, spanning 236 distinct U.S. exchange-listed positions.
In Q4 2024, Independent Wealth Network Inc. displayed an active expansion posture, initiating 13 new positions and adding to 22 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 236 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.19% | +0.08% | +0.29% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.97% | -0.14% | +19.36% | |
| 3 | CAT | Caterpillar Inc | Stock-Industrials | 3.92% | +1.68% | -0.05% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.79% | -0.64% | +4.51% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.81% | -0.15% | +4.36% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.20% | -0.02% | +6.29% | |
| 7 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.92% | — | +2.13% | |
| 8 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 1.88% | -0.09% | +40.99% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 1.77% | -0.60% | +6.08% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.74% | -0.06% | +6.42% | |
| 11 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.59% | +0.03% | +5.84% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.55% | -0.12% | +3.81% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.48% | +0.04% | +24.65% | |
| 14 | FLRT | Pacer Aristotle Pacific Floa | ETF-Other | 1.47% | -0.17% | -24.53% | |
| 15 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 1.46% | +0.01% | +3.75% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.40% | -0.10% | +66.35% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.31% | +0.06% | +10.15% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.22% | +0.32% | +21.29% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.20% | — | +11.27% | |
| 20 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 1.00% | -0.06% | +9.47% | |
| 21 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.99% | — | +1.69% | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 0.98% | -0.32% | +2.63% | |
| 23 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 0.97% | — | +210.76% | |
| 24 | SLV | Ishares Silver Trust | ETF-Commodities | 0.97% | -0.83% | +5.39% | |
| 25 | RDFI | Rareview Dynamic Fixed Incom | ETF-Other | 0.96% | -0.12% | +17.70% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.94% | -0.08% | +1.17% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.92% | -0.05% | +7.67% | |
| 28 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.92% | -0.07% | -0.38% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.92% | +0.05% | +8.44% | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.85% | -0.10% | +16.90% | |
| 31 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.79% | -0.10% | +18.62% | |
| 32 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.78% | -0.06% | +0.53% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | -0.05% | +4.26% | |
| 34 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.71% | — | — | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | +0.02% | -0.13% | |
| 36 | YYY | Amplify Cef High Income ETF | ETF-Other | 0.68% | -0.05% | +1.90% | |
| 37 | JMHI | Jpmorgan High Yield Municpl | ETF-High Yield | 0.67% | — | — | |
| 38 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.66% | -0.18% | -19.26% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | -0.03% | -0.72% | |
| 40 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 0.57% | — | +19.98% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.55% | +0.03% | +77.20% | |
| 42 | XLK | Ss Technology Select Sector | ETF-Tech | 0.55% | +0.18% | +0.29% | |
| 43 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.54% | -0.05% | — | |
| 44 | XAWFX | Alliancebernstein Gl Hi Inc | Stock-Other | 0.53% | -0.05% | -0.58% | |
| 45 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.52% | -0.02% | +23.79% | |
| 46 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.52% | — | +9.43% | |
| 47 | KYN | Kayne Anderson Energy Infra | Stock-Other | 0.50% | -0.08% | +3.92% | |
| 48 | BND | Vanguard Total Bond Market | ETF-Other | 0.50% | -0.06% | +3.06% | |
| 49 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.50% | — | +24.82% | |
| 50 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.50% | -0.08% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ONEQ | Fidelity Nasdaq Comp Indx | +0.7% | NEW | New buy |
| 2 | JMHI | Jpmorgan High Yield Municpl | +0.7% | NEW | New buy |
| 3 | QDPL | Pacer Met US Lrg Cap Dvd 400 | +0.6% | +210.76% | Add |
| 4 | SGOV | Ishares 0-3 Month Treasury B | +0.5% | NEW | New buy |
| 5 | QYLD | Global X Nasd 100 Cov Call | +0.5% | NEW | New buy |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.5% | +66.35% | Add |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +19.36% | Add |
| 8 | TSLA | Tesla Inc | +0.3% | +77.20% | Add |
| 9 | ILTB | Ishares Core 10+ Year Usd Bo | +0.3% | +40.99% | Add |
| 10 | JSML | Janus Hender Sm Cap Grw Alph | +0.3% | NEW | New buy |
| 11 | FRTY | Alger Mid Cap 40 ETF | +0.2% | NEW | New buy |
| 12 | VOO | Vanguard S&p 500 ETF | +0.2% | +24.65% | Add |
| 13 | PLTR | Palantir Technologies Inc-a | +0.2% | -19.26% | Trim |
| 14 | AMZN | Amazon.com Inc | +0.2% | +11.27% | Add |
| 15 | RTRE | Rareview Total Return Bd ETF | +0.2% | NEW | New buy |
| 16 | CGBL | Cap Group Core Balanced | +0.2% | NEW | New buy |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +21.29% | Add |
| 18 | XMMO | Invesco S&p Midcap Momentum | +0.2% | +118.38% | Add |
| 19 | LAC | Lithium Americas CORP | +0.2% | +133.35% | Add |
| 20 | NVDA | Nvidia CORP | +0.1% | +10.15% | Add |
| 21 | SCHV | Schwab US Large-cap Value | +0.1% | NEW | New buy |
| 22 | HYLS | Ft Tactical High Yield ETF | +0.1% | NEW | New buy |
| 23 | GM | General Motors Co | +0.1% | NEW | New buy |
| 24 | ZOCT | Inr Eqty Def P ETF - 1 Y Oc | +0.1% | NEW | New buy |
| 25 | AAPL | Apple Inc | +0.1% | +6.29% | Add |
| 26 | BA | Boeing Co/the | +0.1% | +35.28% | Add |
| 27 | IDEV | Ishares Core Msci Dev Mkts | +0.1% | NEW | New buy |
| 28 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +31.74% | Add |
| 29 | CGUS | Cap Group Core Equity | +0.1% | +35.18% | Add |
| 30 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +23.79% | Add |
| 31 | VUG | Vanguard Growth ETF | +0.1% | +8.44% | Add |
| 32 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +18.62% | Add |
| 33 | PSFF | Pacer Swan Sos Fund Of Funds | 0% | +9.47% | Add |
| 34 | DFUS | Dimensional US Eq Mkt ETF | 0% | +5.84% | Add |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.1% | +0.29% | Add |
| 36 | CTRA | Coterra Energy Inc | -0.1% | EXIT | Sold out |
| 37 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.1% | EXIT | Sold out |
| 38 | VGLT | Vanguard Long-term Treasury | -0.1% | EXIT | Sold out |
| 39 | KSS | Kohls CORP | -0.1% | -3.03% | Trim |
| 40 | USHY | Ishares Broad Usd High Yield | -0.2% | -32.62% | Trim |
| 41 | JBI | Janus International Group In | -0.2% | EXIT | Sold out |
| 42 | JPST | Jpmorgan Ultra-short Income | -0.2% | +4.51% | Add |
| 43 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | EXIT | Sold out |
| 44 | SCHA | Schwab US Small-cap ETF | -0.2% | EXIT | Sold out |
| 45 | TFI | Ss Spdr N Ice Muni Bond ETF | -0.2% | -40.22% | Trim |
| 46 | SHY | Ishares 1-3 Year Treasury Bo | -0.3% | -30.62% | Trim |
| 47 | GOVT | Ishares US Treasury Bond ETF | -0.3% | EXIT | Sold out |
| 48 | FLRT | Pacer Aristotle Pacific Floa | -0.6% | -24.53% | Trim |
| 49 | CAT | Caterpillar Inc | -0.7% | -0.05% | Trim |
| 50 | SHV | Ishares 0-1 Year Treasury Bo | -1.2% | EXIT | Sold out |
According to official SEC Form 13F filings, Independent Wealth Network Inc. reported a total U.S. public equity portfolio value of $393.3M across 236 disclosed positions in Q4 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 SPYG, SPYM, CAT) accounted for 11.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
ONEQ
市值: $1.8M
Top Position Liquidated / Trimmed
SHV
前期市值: $2.6M
During Q4 2024, Independent Wealth Network Inc.'s top holdings by market value included SPYG (4.2%)、SPYM (4.0%)、CAT (3.9%). The largest single position, SPYG, represented 4.2% of total portfolio value.
In Q4 2024, Independent Wealth Network Inc. made 50 total portfolio adjustments, initiating 13 new buys, adding to 22 positions, trimming 7 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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