Independent Wealth Network Inc. Incresed Positions in Q4 2024

Independent Wealth Network Inc.

  • $234 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
23K
+ 19.36%
$66.77 - $71.52 $1.54M - $1.65M
142K $9.78M
QDPL
Pacer Fds Tr Metaurus Us Large
42.3K
+ 210.76%
$37.54 - $40.11 $1.59M - $1.7M
62.4K $2.39M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
15K
+ 66.35%
$91.29 - $91.8 $1.37M - $1.38M
37.7K $3.45M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
27.6K
+ 40.99%
$48.5 - $53.31 $1.34M - $1.47M
95.1K $4.63M
TSLA
Tesla, Inc.

Consumer Cyclical
1.47K
+ 77.2%
$213.65 - $479.86 $315K - $707K
3.38K $1.37M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.34K
+ 24.65%
$521.84 - $558.82 $697K - $747K
6.76K $3.64M
AMZN
Amazon Com Inc

Consumer Cyclical
1.36K
+ 11.27%
$180.88 - $232.93 $247K - $318K
13.5K $2.95M
AAPL
Apple Inc.

Technology
1.28K
+ 6.29%
$221.69 - $259.02 $284K - $332K
21.6K $5.41M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.03K
+ 21.29%
$481.22 - $538.17 $495K - $554K
5.86K $3M
SPYG
Spdr Portfolio

ETFs
336
+ 0.29%
$81.74 - $91.38 $27.5K - $30.7K
118K $10.3M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3.9K
+ 118.38%
$119.61 - $136.3 $467K - $532K
7.2K $889K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.99K
+ 4.51%
$50.37 - $50.6 $403K - $404K
185K $9.33M
VUG
Vanguard Growth ETF

ETFs
429
+ 8.44%
$378.79 - $428.11 $163K - $184K
5.51K $2.26M
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.39K
+ 5.84%
$61.52 - $66.5 $208K - $225K
61.4K $3.92M
BA
Boeing CO

Industrials
1.23K
+ 35.28%
$138.14 - $180.72 $169K - $222K
4.7K $832K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.03K
+ 18.62%
$100.24 - $101.35 $304K - $307K
19.3K $1.94M
VBK
Vanguard Small Cap Growth ETF

ETFs
862
+ 31.74%
$264.18 - $304.19 $228K - $262K
3.58K $1M
CGUS
Capital Group Core Equity ETF
7.24K
+ 35.18%
$33.96 - $36.24 $246K - $263K
27.8K $973K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
8.07K
+ 23.79%
$29.73 - $30.81 $240K - $248K
42K $1.28M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
7.31K
+ 9.47%
$28.48 - $29.56 $208K - $216K
84.4K $2.47M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
11.6K
+ 24.82%
$20.98 - $21.19 $243K - $246K
58.3K $1.23M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.25K
+ 16.9%
$57.53 - $60.83 $302K - $319K
36.3K $2.09M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
3.67K
+ 3.92%
$11.18 - $13.68 $41.1K - $50.2K
97.3K $1.24M
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.92K
+ 51.05%
$46.07 - $48.17 $227K - $237K
14.6K $670K
ET
Energy Transfer LP

Energy
2.34K
+ 5.16%
$16.05 - $19.86 $37.5K - $46.4K
47.6K $932K
AVGO
Broadcom Inc.

Technology
306
+ 14.87%
$159.67 - $250.0 $48.9K - $76.5K
2.36K $548K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
5.52K
+ 32.53%
$35.45 - $40.33 $196K - $223K
22.5K $806K
CVX
Chevron Corp

Energy
1.72K
+ 6.08%
$141.15 - $162.53 $243K - $280K
30K $4.35M
JPUS
Jpmorgan Diversified Return Us

ETFs
2.05K
+ 19.98%
$114.05 - $123.77 $234K - $254K
12.3K $1.41M
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.7K
+ 441.6%
$25.93 - $105.3 $433K - $1.76M
20.5K $570K
GOOG
Alphabet Inc.

Communication Services
426
+ 10.34%
$163.08 - $198.16 $69.5K - $84.4K
4.54K $865K
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
NFLX
Netflix Inc

Communication Services
73
+ 17.8%
$687.65 - $936.56 $50.2K - $68.4K
483 $430K
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
JPIN
Jp Morgan Diversified Return I

ETFs
2.73K
+ 44.1%
$53.56 - $59.9 $146K - $164K
8.93K $478K
ARCC
Ares Capital Corp

Financial Services
2.94K
+ 6.6%
$20.74 - $22.27 $61K - $65.5K
47.5K $1.04M
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
WMT
Walmart Inc.

Consumer Defensive
222
+ 4.15%
$79.1 - $95.7 $17.6K - $21.2K
5.57K $503K
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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