Independent Wealth Network Inc. Incresed Positions in Q3 2024

Independent Wealth Network Inc.

  • $218 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
74
+ 10.91%
$772.14 - $960.02 $57.1K - $71K
752 $666K
EFA
Ishares Tr Msci Eafe ETF

ETFs
15
+ 0.15%
$75.32 - $84.37 $1.13K - $1.27K
9.71K $811K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
36
+ 0.27%
$36.02 - $41.68 $1.3K - $1.5K
13.4K $552K
JPIN
Jp Morgan Diversified Return I

ETFs
362
+ 6.2%
$54.1 - $60.82 $19.6K - $22K
6.2K $372K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
314
+ 7.88%
$66.56 - $75.11 $20.9K - $23.6K
4.3K $321K
FEX
First Tr Large Cap Core Alphde

ETFs
201
+ 5.2%
$94.21 - $104.17 $18.9K - $20.9K
4.07K $423K
HSY
Hershey CO

Consumer Defensive
65
+ 1.54%
$182.45 - $203.25 $11.9K - $13.2K
4.3K $823K
IWM
Ishares Russell 2000 ETF

ETFs
56
+ 3.14%
$200.87 - $224.6 $11.2K - $12.6K
1.84K $405K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
390
+ 5.61%
$39.47 - $49.4 $15.4K - $19.3K
7.34K $348K
VOT
Vanguard Mid Cap Growth Index

ETFs
9
+ 0.31%
$218.05 - $243.47 $1.96K - $2.19K
2.88K $700K
SOFI
So Fi Technologies, Inc.

Financial Services
1.55K
+ 7.47%
$6.32 - $8.19 $9.81K - $12.7K
22.3K $175K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
515
+ 2.77%
$29.59 - $31.63 $15.2K - $16.3K
19.1K $602K
FV
First Trust Dorsey Wright Focu

ETFs
515
+ 12.13%
$51.35 - $59.82 $26.4K - $30.8K
4.76K $277K
FTA
First Tr Large Cap Value

ETFs
1
+ 0.02%
$72.76 - $79.13 $72.8 - $79.1
5.74K $454K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.6K
+ 3.55%
$20.69 - $21.17 $33.1K - $33.9K
46.7K $981K
VGLT
Vanguard Long Term Treasury Et

ETFs
141
+ 2.84%
$56.52 - $63.23 $7.97K - $8.92K
5.1K $313K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
1.92K
+ 9.86%
$8.72 - $9.6 $16.7K - $18.4K
21.4K $205K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
103
+ 5.77%
$152.9 - $180.39 $15.7K - $18.6K
1.89K $329K
JPM
Jpmorgan Chase & CO

Financial Services
44
+ 2.73%
$194.9 - $224.8 $8.58K - $9.89K
1.65K $348K
FTHI
First Trust Exchange Traded Fd

ETFs
257
+ 1.17%
$21.47 - $23.16 $5.52K - $5.95K
22.2K $510K
GRNT
Granite Ridge Resources, Inc.
2.55K
+ 20.21%
$5.88 - $7.05 $15K - $18K
15.2K $90K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
175
+ 0.81%
$50.63 - $51.11 $8.86K - $8.94K
21.7K $1.11M
PANW
Palo Alto Networks Inc

Technology
15
+ 2.14%
$294.18 - $368.01 $4.41K - $5.52K
717 $245K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
62
+ 0.62%
$100.09 - $100.69 $6.21K - $6.24K
10.1K $1.02M
Amplify ETF Tr
165
+ 1.43%
N/A
11.7K $0
RDFI
Collaborative Invt Ser Tr Rare
40.8K
+ 92.97%
N/A
84.7K $0
USFR
Wisdomtree Floating Rate Treas

ETFs
34
+ 0.33%
$50.2 - $50.48 $1.71K - $1.72K
10.2K $512K
FJAN
First Exc Trd Viii Cboe Vest U
161
+ 0.33%
N/A
49.5K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
73
+ 1.32%
N/A
5.59K $0
Lithium Amers Corp New
12.5K
+ 15.57%
N/A
93K $0
Nuveen Global High Income Fd
451
+ 2.45%
N/A
18.8K $0
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
105
+ 1.57%
$44.66 - $49.15 $4.69K - $5.16K
6.81K $320K
CASY
Caseys General Stores Inc

Consumer Cyclical
11
+ 0.71%
$354.52 - $391.16 $3.9K - $4.3K
1.57K $588K
PSX
Phillips 66

Energy
30
+ 1.84%
$125.0 - $147.17 $3.75K - $4.42K
1.66K $217K
MRK
Merck & Co., Inc.

Healthcare
86
+ 3.58%
$111.15 - $128.97 $9.56K - $11.1K
2.49K $282K
HON
Honeywell International Inc

Industrials
55
+ 1.42%
$196.73 - $220.21 $10.8K - $12.1K
3.93K $811K
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
518
+ 1.17%
$7.07 - $7.41 $3.66K - $3.84K
44.7K $318K
GOOGL
Alphabet Inc.

Communication Services
154
+ 5.96%
$148.65 - $191.18 $22.9K - $29.4K
2.74K $454K
CTRA
Coterra Energy Inc.

Energy
432
+ 4.11%
$22.62 - $27.37 $9.77K - $11.8K
10.9K $262K
QCOM
Qualcomm Inc

Technology
106
+ 7.93%
$156.12 - $209.64 $16.5K - $22.2K
1.44K $245K
KSS
Kohls Corp

Consumer Cyclical
820
+ 2.39%
$18.62 - $22.79 $15.3K - $18.7K
35.1K $740K
GOOG
Alphabet Inc.

Communication Services
89
+ 2.21%
$149.54 - $192.66 $13.3K - $17.1K
4.12K $688K
BA
Boeing CO

Industrials
93
+ 2.75%
$152.04 - $190.6 $14.1K - $17.7K
3.48K $528K
CVX
Chevron Corp

Energy
131
+ 0.46%
$137.88 - $161.97 $18.1K - $21.2K
28.3K $4.17M
Activity Summary
Buys All Purchases 116 New Holdings 21 Increased Positions 95 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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