Independent Wealth Network Inc. Portfolio Holdings
Q3 2025•276 long positions•$305.8M portfolio value
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Holding282 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $12.7M 4.15% | +$144.9K Bought | — 121.4K shares | 120.0K → 121.4K +$144.9K | +1.15% | — — | Q3 2021 Held for 4y 2m | |
Agricultural - Machinery Industrials | $12.7M 4.14% | +$13.4K Bought | 0.006% 26.5K shares | 26.5K → 26.5K +$13.4K | +0.11% | $223.53B Mega Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $11.7M 3.82% | +$346.3K Bought | — 149.3K shares | 144.9K → 149.3K +$346.3K | +3.05% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $10.0M 3.26% | +$1.6M Bought | — 196.3K shares | 165.0K → 196.3K +$1.6M | +18.95% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $8.2M 2.67% | +$369.2K Bought | — 147.5K shares | 140.9K → 147.5K +$369.2K | +4.74% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $5.8M 1.9% | +$174.9K Bought | — 42.1K shares | 40.8K → 42.1K +$174.9K | +3.1% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $5.7M 1.88% | +$343.2K Bought | — 113.7K shares | 106.9K → 113.7K +$343.2K | +6.36% | — — | Q3 2021 Held for 4y 2m | |
Semiconductors Technology | $5.1M 1.67% | +$130.2K Bought | 0.0% 27.3K shares | 26.6K → 27.3K +$130.2K | +2.62% | $4.54T Mega Cap | Q3 2021 Held for 4y 2m | |
Consumer Electronics Technology | $5.0M 1.63% | +$41.5K Bought | 0.0% 19.6K shares | 19.4K → 19.6K +$41.5K | +0.84% | $3.78T Mega Cap | Q3 2021 Held for 4y 2m | |
Oil & Gas Integrated Energy | $5.0M 1.62% | +$110.1K Bought | 0.002% 31.9K shares | 31.2K → 31.9K +$110.1K | +2.27% | $312.88B Mega Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $4.9M 1.6% | -$125.2K Sold | — 67.7K shares | 69.4K → 67.7K −$125.2K | -2.49% | — — | Q3 2021 Held for 4y 2m | |
Software - Infrastructure Technology | $4.8M 1.55% | -$134.7K Sold | 0.0% 9.2K shares | 9.4K → 9.2K −$134.7K | -2.76% | $3.85T Mega Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $4.6M 1.5% | +$944.0K Bought | — 189.1K shares | 150.3K → 189.1K +$944.0K | +25.87% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $4.5M 1.46% | +$448.0K Bought | — 173.2K shares | 155.9K → 173.2K +$448.0K | +11.12% | — — | Q3 2021 Held for 4y 2m | |
Unknown Unknown | $4.4M 1.44% | +$45.6K Bought | — 104.2K shares | 103.2K → 104.2K +$45.6K | +1.04% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.0M 1.32% | +$478.9K Bought | — 6.6K shares | 5.8K → 6.6K +$478.9K | +13.42% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $4.0M 1.31% | -$458.0K Sold | — 84.5K shares | 94.2K → 84.5K −$458.0K | -10.26% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.9M 1.27% | +$57.7K Bought | — 88.5K shares | 87.2K → 88.5K +$57.7K | +1.5% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.5M 1.15% | -$33.6K Sold | — 5.9K shares | 5.9K → 5.9K −$33.6K | -0.95% | — — | Q3 2021 Held for 4y 2m | |
Unknown Unknown | $3.5M 1.15% | +$122.3K Bought | — 9.9K shares | 9.5K → 9.9K +$122.3K | +3.6% | — — | Q4 2022 Held for 2y 11m | |
Specialty Retail Consumer Cyclical | $3.3M 1.06% | +$131.5K Bought | 0.0% 14.8K shares | 14.2K → 14.8K +$131.5K | +4.21% | $2.34T Mega Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $3.0M 0.967% | +$66.2K Bought | — 6.2K shares | 6.0K → 6.2K +$66.2K | +2.29% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $2.8M 0.919% | +$214.0K Bought | — 47.9K shares | 44.2K → 47.9K +$214.0K | +8.24% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $2.7M 0.876% | +$76.8K Bought | — 19.0K shares | 18.5K → 19.0K +$76.8K | +2.95% | — — | Q3 2021 Held for 4y 2m | |
Insurance - Diversified Financial Services | $2.6M 0.855% | +$176.0K Bought | 0.0% 5.2K shares | 4.9K → 5.2K +$176.0K | +7.22% | $1.08T Mega Cap | Q3 2021 Held for 4y 2m | |
Software - Infrastructure Technology | $2.6M 0.838% | -$1.6M Sold | 0.001% 14.0K shares | 22.6K → 14.0K −$1.6M | -37.8% | $432.76B Mega Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $2.5M 0.817% | -$4.7K Sold | — 49.8K shares | 49.9K → 49.8K −$4.7K | -0.19% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.4M 0.795% | +$124.8K Bought | — 42.6K shares | 40.4K → 42.6K +$124.8K | +5.42% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $2.4M 0.777% | +$444.0K Bought | — 46.5K shares | 37.8K → 46.5K +$444.0K | +22.98% | — — | Q3 2021 Held for 4y 2m | |
Internet Content & Information Communication Services | $2.4M 0.777% | +$32.3K Bought | 0.0% 3.2K shares | 3.2K → 3.2K +$32.3K | +1.38% | $1.84T Mega Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $2.4M 0.771% | +$180.4K Bought | — 25.7K shares | 23.7K → 25.7K +$180.4K | +8.28% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $2.3M 0.762% | +$34.7K Bought | — 22.5K shares | 22.2K → 22.5K +$34.7K | +1.51% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $2.3M 0.747% | +$154.0K Bought | — 125.2K shares | 116.7K → 125.2K +$154.0K | +7.23% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $2.3M 0.746% | -$195.1K Sold | — 72.2K shares | 78.4K → 72.2K −$195.1K | -7.88% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.1M 0.696% | +$223.5K Bought | — 63.7K shares | 57.0K → 63.7K +$223.5K | +11.74% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.1M 0.695% | +$189.4K Bought | — 180.0K shares | 163.9K → 180.0K +$189.4K | +9.78% | — — | Q3 2021 Held for 4y 2m | |
Financial - Credit Services Financial Services | $1.9M 0.63% | +$30.0K Bought | 0.0% 5.6K shares | 5.6K → 5.6K +$30.0K | +1.58% | $662.60B Mega Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $1.9M 0.619% | +$8.0K Bought | — 2.8K shares | 2.8K → 2.8K +$8.0K | +0.42% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.9M 0.612% | -$188.3K Sold | — 6.6K shares | 7.3K → 6.6K −$188.3K | -9.14% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $1.8M 0.599% | +$73.7K Bought | — 107.6K shares | 103.3K → 107.6K +$73.7K | +4.2% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 0.587% | +$229.4K Bought | — 14.5K shares | 12.6K → 14.5K +$229.4K | +14.64% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.7M 0.554% | +$430.0K Bought | — 16.8K shares | 12.6K → 16.8K +$430.0K | +33.98% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $1.7M 0.541% | +$147.7K Bought | — 147.6K shares | 134.5K → 147.6K +$147.7K | +9.8% | — — | Q4 2022 Held for 2y 11m | |
Auto - Manufacturers Consumer Cyclical | $1.6M 0.533% | -$96.9K Sold | 0.0% 3.7K shares | 3.9K → 3.7K −$96.9K | -5.62% | $1.48T Mega Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $1.6M 0.525% | +$83.6K Bought | — 21.6K shares | 20.5K → 21.6K +$83.6K | +5.49% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $1.5M 0.503% | +$234.0K Bought | — 73.4K shares | 62.2K → 73.4K +$234.0K | +17.96% | — — | Q3 2021 Held for 4y 2m | |
ETF ETF | $1.5M 0.495% | +$141.3K Bought | — 34.2K shares | 31.0K → 34.2K +$141.3K | +10.3% | — — | Q4 2022 Held for 2y 11m | |
Insurance - Diversified Financial Services | $1.5M 0.493% | — | 0.0% 2.0 shares | — | — | $1.08T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $1.4M 0.469% | +$101.3K Bought | — 36.3K shares | 33.7K → 36.3K +$101.3K | +7.6% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.4M 0.448% | -$178.1K Sold | — 6.5K shares | 7.4K → 6.5K −$178.1K | -11.5% | — — | Q3 2021 Held for 4y 2m |
