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CIK: 0001891240
Total reported value
$397.3M
$397.3M
245 檔
11.0%
As reported in its official Q1 2025 Form 13F filing, Independent Wealth Network Inc.'s tracked investment portfolio stood at $397.3M with 245 total positions.
In Q1 2025, Independent Wealth Network Inc. displayed an active expansion posture, initiating 18 new positions and adding to 109 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 245 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.77% | -0.03% | +1.45% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.77% | -0.06% | +0.02% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.70% | -0.12% | -1.17% | |
| 4 | CAT | Caterpillar Inc | Stock-Industrials | 3.49% | -1.77% | -0.23% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.77% | -0.06% | +0.51% | |
| 6 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 2.06% | -0.08% | +8.59% | |
| 7 | CVX | Chevron CORP | Stock-Energy | 1.99% | +0.49% | -0.51% | |
| 8 | FLRT | Pacer Aristotle Pacific Floa | ETF-Other | 1.97% | -0.01% | +38.33% | |
| 9 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.88% | -0.03% | +0.34% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.85% | +0.19% | -3.65% | |
| 11 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.58% | -0.01% | +6.29% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.55% | -0.11% | -0.06% | |
| 13 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 1.50% | -0.09% | +2.57% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.46% | +0.38% | -3.94% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | +0.04% | -10.14% | |
| 16 | RDFI | Rareview Dynamic Fixed Incom | ETF-Other | 1.22% | -0.06% | +29.54% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 1.21% | +0.03% | +5.20% | |
| 18 | SLV | Ishares Silver Trust | ETF-Commodities | 1.16% | — | +3.77% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.09% | — | -0.85% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.07% | +0.28% | +2.74% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.05% | — | -1.55% | |
| 22 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.00% | -0.04% | +2.28% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | +0.05% | -4.46% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.96% | -0.03% | +2.87% | |
| 25 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 0.92% | -0.02% | -4.27% | |
| 26 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.90% | +0.01% | +2.65% | |
| 27 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.89% | -0.09% | +7.88% | |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.89% | -0.01% | +11.54% | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.86% | -0.02% | -37.64% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.82% | +0.02% | +1.18% | |
| 31 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.80% | -0.03% | +5.62% | |
| 32 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.79% | -0.04% | +74.49% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | +0.01% | -0.24% | |
| 34 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 0.74% | — | -18.85% | |
| 35 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.74% | +0.27% | +1.95% | |
| 36 | YYY | Amplify Cef High Income ETF | ETF-Other | 0.72% | -0.05% | +10.10% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | +0.15% | -2.34% | |
| 38 | JMHI | Jpmorgan High Yield Municpl | ETF-High Yield | 0.68% | — | +2.95% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.64% | — | — | |
| 40 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.63% | +0.02% | +26.50% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | — | -0.61% | |
| 42 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 0.58% | — | +1.54% | |
| 43 | XAWFX | Alliancebernstein Gl Hi Inc | Stock-Other | 0.57% | -0.03% | +9.96% | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.57% | +0.01% | +20.13% | |
| 45 | BND | Vanguard Total Bond Market | ETF-Other | 0.55% | +0.04% | +9.80% | |
| 46 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.53% | — | +3.60% | |
| 47 | KYN | Kayne Anderson Energy Infra | Stock-Other | 0.53% | — | +6.39% | |
| 48 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.53% | -0.02% | -1.44% | |
| 49 | KR | Kroger Co | Stock-Consumer Staples | 0.52% | +0.01% | +2.16% | |
| 50 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.50% | — | +12.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | +0.6% | NEW | New buy |
| 2 | FLRT | Pacer Aristotle Pacific Floa | +0.5% | +38.33% | Add |
| 3 | ZDEK | Inno Equ Def Pro ETF - 1 De | +0.5% | NEW | New buy |
| 4 | FLOT | Ishares Floating Rate Bond E | +0.3% | +74.49% | Add |
| 5 | RDFI | Rareview Dynamic Fixed Incom | +0.3% | +29.54% | Add |
| 6 | GLD | Spdr Gold Shares | +0.2% | +5.20% | Add |
| 7 | CVX | Chevron CORP | +0.2% | -0.51% | Trim |
| 8 | SLV | Ishares Silver Trust | +0.2% | +3.77% | Add |
| 9 | ILTB | Ishares Core 10+ Year Usd Bo | +0.2% | +8.59% | Add |
| 10 | FDVV | Fidelity High Dividend ETF | +0.1% | NEW | New buy |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -1.55% | Trim |
| 12 | XLE | Ss Energy Select Sector | +0.1% | +22.56% | Add |
| 13 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +26.50% | Add |
| 14 | IAU | Ishares Gold Trust | +0.1% | +23.00% | Add |
| 15 | PM | Philip Morris International | +0.1% | NEW | New buy |
| 16 | WINN | Harbor Long-term Growers ETF | +0.1% | +153.60% | Add |
| 17 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +11.54% | Add |
| 18 | DVN | Devon Energy CORP | +0.1% | NEW | New buy |
| 19 | AGG | Ishares Core U.s. Aggregate | +0.1% | +56.79% | Add |
| 20 | BITO | Proshares Bitcoin Etf-usd | +0.1% | NEW | New buy |
| 21 | RSG | Republic Services Inc | +0.1% | NEW | New buy |
| 22 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 23 | PLTR | Palantir Technologies Inc-a | +0.1% | +1.95% | Add |
| 24 | UBER | Uber Technologies Inc | +0.1% | NEW | New buy |
| 25 | CTAS | Cintas CORP | +0.1% | NEW | New buy |
| 26 | IEMG | Ishares Core Msci Emerging | +0.1% | NEW | New buy |
| 27 | SNA | Snap-on Inc | +0.1% | NEW | New buy |
| 28 | SPHD | Invesco S&p 500 High Dividen | +0.1% | NEW | New buy |
| 29 | FAST | Fastenal Co | +0.1% | NEW | New buy |
| 30 | BR | Broadridge Financial Solutio | +0.1% | NEW | New buy |
| 31 | PG | Procter & Gamble Co/the | +0.1% | +56.88% | Add |
| 32 | CGBL | Cap Group Core Balanced | +0.1% | +38.56% | Add |
| 33 | V | Visa Inc-class A Shares | +0.1% | -0.24% | Trim |
| 34 | SCHV | Schwab US Large-cap Value | +0.1% | +41.53% | Add |
| 35 | IDEV | Ishares Core Msci Dev Mkts | +0.1% | +46.83% | Add |
| 36 | KR | Kroger Co | +0.1% | +2.16% | Add |
| 37 | RIVN | Rivian Automotive Inc-a | +0.1% | NEW | New buy |
| 38 | BND | Vanguard Total Bond Market | +0.1% | +9.80% | Add |
| 39 | MO | Altria Group Inc | +0.1% | -0.35% | Trim |
| 40 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +8.23% | Add |
| 41 | XFOFX | Cohen & Steers Closed-end Op | +0.1% | NEW | New buy |
| 42 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | 0% | +2.57% | Add |
| 43 | YYY | Amplify Cef High Income ETF | 0% | +10.10% | Add |
| 44 | JEPI | Jpmorgan Equity Premium Inco | 0% | +7.88% | Add |
| 45 | XAWFX | Alliancebernstein Gl Hi Inc | 0% | +9.96% | Add |
| 46 | EFA | Ishares Msci Eafe ETF | 0% | +7.71% | Add |
| 47 | QCOM | Qualcomm Inc | 0% | +58.43% | Add |
| 48 | XOM | Exxon Mobil CORP | 0% | +2.83% | Add |
| 49 | BABA | Alibaba Group Holding-sp Adr | 0% | -7.69% | Trim |
| 50 | CGUS | Cap Group Core Equity | 0% | +15.85% | Add |
According to official SEC Form 13F filings, Independent Wealth Network Inc. reported a total U.S. public equity portfolio value of $397.3M across 245 disclosed positions in Q1 2025.
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 SPYM, SPYG, JPST) accounted for 11.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-A
市值: $1.6M
Top Position Liquidated / Trimmed
ONEQ
前期市值: $1.8M
During Q1 2025, Independent Wealth Network Inc.'s top holdings by market value included SPYM (3.8%)、SPYG (3.8%)、JPST (3.7%). The largest single position, SPYM, represented 3.8% of total portfolio value.
In Q1 2025, Independent Wealth Network Inc. made 197 total portfolio adjustments, initiating 18 new buys, adding to 109 positions, trimming 61 holdings, and fully liquidating 9 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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