Independent Wealth Network Inc. Purchases in Q4 2024

Independent Wealth Network Inc.

  • $234 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
1.72K
+ 6.08%
$141.15 - $162.53 $243K - $280K
30K $4.35M
GOOG
Alphabet Inc.

Communication Services
426
+ 10.34%
$163.08 - $198.16 $69.5K - $84.4K
4.54K $865K
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.7K
+ 441.6%
$25.93 - $105.3 $433K - $1.76M
20.5K $570K
JPUS
Jpmorgan Diversified Return Us

ETFs
2.05K
+ 19.98%
$114.05 - $123.77 $234K - $254K
12.3K $1.41M
MSFT
Microsoft Corp

Technology
614
+ 6.42%
$406.35 - $454.46 $249K - $279K
10.2K $4.29M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
3.14K
+ 52.38%
$52.0 - $55.66 $163K - $175K
9.14K $488K
IWM
Ishares Russell 2000 ETF

ETFs
744
+ 40.48%
$216.13 - $242.4 $161K - $180K
2.58K $570K
FYC
First Trust Small Cap Growth A

ETFs
1.82K
+ 31.24%
$72.19 - $84.64 $132K - $154K
7.66K $592K
FEX
First Tr Large Cap Core Alphde

ETFs
1.47K
+ 36.18%
$103.29 - $112.88 $152K - $166K
5.54K $577K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.72K
+ 40.08%
$73.49 - $86.09 $127K - $148K
6.03K $464K
DVY
Ishares Tr

ETFs
1.22K
+ 17.29%
$129.55 - $143.41 $158K - $175K
8.29K $1.09M
META
Meta Platforms, Inc.

Communication Services
131
+ 4.26%
$554.08 - $632.68 $72.6K - $82.9K
3.21K $1.89M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
358
+ 7.67%
$442.29 - $483.08 $158K - $173K
5.03K $2.28M
SECT
Sector 10, Inc.

ETFs
1.7K
+ 8.24%
$53.17 - $57.82 $90.4K - $98.4K
22.3K $1.22M
ARCC
Ares Capital Corp

Financial Services
2.94K
+ 6.6%
$20.74 - $22.27 $61K - $65.5K
47.5K $1.04M
JPIN
Jp Morgan Diversified Return I

ETFs
2.73K
+ 44.1%
$53.56 - $59.9 $146K - $164K
8.93K $478K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
11.2K
New
$8.24 - $11.07 $92.6K - $124K
11.2K $104K
KR
Kroger CO

Consumer Defensive
514
+ 2.82%
$55.21 - $63.3 $28.4K - $32.5K
18.7K $1.15M
HON
Honeywell International Inc

Industrials
107
+ 2.72%
$202.84 - $236.0 $21.7K - $25.3K
4.04K $911K
GOOGL
Alphabet Inc.

Communication Services
114
+ 4.16%
$161.86 - $196.66 $18.5K - $22.4K
2.85K $540K
MSI
Motorola Solutions, Inc.

Technology
100
+ 3.91%
$449.08 - $504.6 $44.9K - $50.5K
2.66K $1.23M
BGS
B&G Foods, Inc.

Consumer Defensive
11.2K
New
$6.21 - $8.91 $69.7K - $100K
11.2K $77K
WMT
Walmart Inc.

Consumer Defensive
222
+ 4.15%
$79.1 - $95.7 $17.6K - $21.2K
5.57K $503K
CSCO
Cisco Systems, Inc.

Technology
280
+ 3.16%
$52.45 - $60.02 $14.7K - $16.8K
9.14K $541K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.67K
+ 4.36%
$51.09 - $55.27 $289K - $313K
135K $6.93M
JPM
Jpmorgan Chase & CO

Financial Services
80
+ 4.84%
$205.18 - $250.29 $16.4K - $20K
1.73K $415K
COST
Costco Wholesale Corp

Consumer Defensive
31
+ 2.57%
$873.59 - $994.69 $27.1K - $30.8K
1.24K $1.14M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.22K
+ 11.67%
$80.13 - $83.77 $98.1K - $103K
11.7K $939K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
2.55K
+ 9.43%
$42.79 - $44.9 $109K - $115K
29.6K $1.27M
PSR
Invesco Actively

ETFs
862
+ 40.55%
$89.02 - $99.55 $76.7K - $85.8K
2.99K $269K
XLE
Energy Sector Spdr

ETFs
917
+ 9.63%
$83.32 - $97.27 $76.4K - $89.2K
10.4K $894K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
8.82K
+ 41.21%
$8.43 - $9.68 $74.3K - $85.3K
30.2K $257K
IBM
International Business Machines Corp

Technology
244
+ 22.32%
$204.9 - $238.04 $50K - $58.1K
1.34K $293K
GLD
Spdr Gold Trust

ETFs
256
+ 2.63%
$236.59 - $257.5 $60.6K - $65.9K
10K $2.42M
MO
Altria Group, Inc.

Consumer Defensive
449
+ 2.5%
$49.06 - $57.74 $22K - $25.9K
18.4K $963K
CLX
Clorox CO

Consumer Defensive
287
+ 7.22%
$156.51 - $169.74 $44.9K - $48.7K
4.26K $692K
XLK
Technology Sector Spdr

ETFs
17
+ 0.29%
$220.26 - $241.44 $3.74K - $4.1K
5.79K $1.35M
CME
Cme Group Inc.

Financial Services
54
+ 2.05%
$221.17 - $246.02 $11.9K - $13.3K
2.68K $623K
FTHI
First Trust Exchange Traded Fd

ETFs
1.55K
+ 6.97%
$22.89 - $24.02 $35.4K - $37.1K
23.7K $551K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.09K
+ 6.31%
$48.33 - $49.08 $52.8K - $53.6K
18.4K $891K
T
At&T Inc.

Communication Services
1.07K
+ 6.37%
$21.22 - $23.88 $22.6K - $25.5K
17.8K $405K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.02K
+ 15.1%
$38.37 - $42.82 $77.5K - $86.5K
15.4K $590K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
100
+ 5.3%
$170.03 - $192.78 $17K - $19.3K
1.99K $367K
MA
Mastercard Inc

Financial Services
32
+ 5.41%
$491.3 - $536.15 $15.7K - $17.2K
624 $328K
HDV
Ishares Core High Dividend ETF

ETFs
492
+ 13.24%
$110.82 - $121.28 $54.5K - $59.7K
4.21K $472K
VOT
Vanguard Mid Cap Growth Index

ETFs
13
+ 0.45%
$241.48 - $274.89 $3.14K - $3.57K
2.89K $733K
VGT
Vanguard Information Technolog

ETFs
21
+ 4.03%
$571.78 - $647.97 $12K - $13.6K
542 $337K
ITA
Ishares Tr

ETFs
398
+ 6.37%
$144.31 - $157.31 $57.4K - $62.6K
6.65K $965K
WTBA
West Bancorporation Inc

Financial Services
40
+ 0.38%
$18.15 - $24.35 $726 - $974
10.4K $226K
Activity Summary
Buys All Purchases 169 New Holdings 30 Increased Positions 139 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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