Independent Wealth Network Inc. Incresed Positions in Q4 2025

Independent Wealth Network Inc.

  • $304 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
APH
Amphenol Corp

Technology
336
+ 13.68%
$121.7 - $143.85 $40.9K - $48.3K
2.79K $373K
INTC
Intel Corp

Technology
1.72K
+ 20.77%
$34.71 - $41.53 $59.6K - $71.3K
9.99K $346K
XOM
Exxon Mobil Corp

Energy
190
+ 2.16%
$110.64 - $119.78 $21K - $22.8K
9.01K $1.06M
KSS
Kohls Corp

Consumer Cyclical
940
+ 2.61%
$13.98 - $18.06 $13.1K - $17K
37K $618K
FEX
First Tr Large Cap Core Alphde

ETFs
638
+ 9.26%
$113.91 - $118.65 $72.7K - $75.7K
7.53K $869K
EFA
Ishares Tr Msci Eafe ETF

ETFs
387
+ 3.52%
$92.24 - $96.56 $35.7K - $37.4K
11.4K $1.08M
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
2
+ 0.04%
$87.94 - $105.14 $176 - $210
5.41K $513K
IVE
Ishares S&P 500 Value ETF

ETFs
235
+ 8.1%
$202.52 - $212.07 $47.6K - $49.8K
3.14K $657K
CVX
Chevron Corp

Energy
446
+ 1.4%
$148.9 - $157.72 $66.4K - $70.3K
32.4K $5.01M
VTV
Vanguard Value ETF

ETFs
276
+ 8.41%
$182.87 - $189.72 $50.5K - $52.4K
3.56K $665K
FSK
Fs Kkr Capital Corp

Financial Services
2.45K
+ 13.21%
$14.16 - $15.65 $34.6K - $38.3K
21K $326K
IWM
Ishares Russell 2000 ETF

ETFs
233
+ 9.31%
$236.79 - $250.33 $55.2K - $58.3K
2.74K $649K
ARCC
Ares Capital Corp

Financial Services
2.67K
+ 5.29%
$18.9 - $20.61 $50.5K - $55.1K
53.2K $1.08M
PSR
Invesco Actively

ETFs
511
+ 12.5%
$90.05 - $94.1 $46K - $48.1K
4.6K $420K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
85
+ 13.18%
$325.34 - $368.61 $27.7K - $31.3K
730 $251K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
583
+ 10.4%
$93.79 - $100.35 $54.7K - $58.5K
6.19K $582K
MUB
Ishares National Muni Bond ETF

ETFs
352
+ 11.72%
$106.36 - $107.61 $37.4K - $37.9K
3.36K $358K
RDVY
First Trust Rising Dividend Ac

ETFs
589
+ 8.03%
$65.02 - $68.31 $38.3K - $40.2K
7.92K $530K
BNDX
Vanguard Total International B

ETFs
712
+ 12.88%
$49.3 - $49.91 $35.1K - $35.5K
6.24K $308K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
3.62K
+ 9.02%
$9.69 - $10.33 $35.1K - $37.4K
43.7K $440K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
688
+ 5.08%
$45.48 - $45.92 $31.3K - $31.6K
14.2K $650K
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
617
+ 5.83%
$30.8 - $32.74 $19K - $20.2K
11.2K $360K
BITO
Proshares Tr Bitcoin Strategy

ETFs
11.2K
+ 40.78%
$14.75 - $20.75 $166K - $233K
38.7K $571K
VGT
Vanguard Information Technolog

ETFs
31
+ 5.04%
$736.33 - $801.52 $22.8K - $24.8K
646 $488K
ABBV
Abb Vie Inc.

Healthcare
92
+ 4.15%
$211.96 - $244.38 $19.5K - $22.5K
2.31K $539K
SCHG
Schwab Strategic Tr Us Large C

ETFs
517
+ 1.99%
$31.41 - $33.69 $16.2K - $17.4K
26.5K $854K
AAXJ
Ishares Msci All Country Asia

ETFs
41
+ 0.48%
$89.0 - $96.2 $3.65K - $3.94K
8.63K $809K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
265
+ 3.09%
$100.33 - $100.69 $26.6K - $26.7K
8.85K $889K
WTBA
West Bancorporation Inc

Financial Services
423
+ 4.26%
$19.15 - $21.97 $8.1K - $9.29K
10.4K $226K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
676
+ 1.98%
$44.07 - $44.82 $29.8K - $30.3K
34.8K $1.54M
QCOM
Qualcomm Inc

Technology
126
+ 5.9%
$153.59 - $187.68 $19.4K - $23.6K
2.26K $377K
MCD
Mcdonalds Corp

Consumer Cyclical
68
+ 8.6%
$293.81 - $310.11 $20K - $21.1K
859 $261K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$242.67 - $261.79 $243 - $262
5.49K $1.38M
CTVA
Corteva, Inc.

Basic Materials
377
+ 9.61%
$61.0 - $66.48 $23K - $25.1K
4.3K $283K
LQD
Ishares Iboxx $ Investment Gra

ETFs
206
+ 5.41%
$110.25 - $112.92 $22.7K - $23.3K
4.01K $442K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
3.71K
+ 3.53%
$11.32 - $12.35 $42K - $45.8K
109K $1.31M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
668
+ 7.73%
$23.54 - $23.93 $15.7K - $16K
9.31K $219K
ATO
Atmos Energy Corp

Utilities
12
+ 0.56%
$168.85 - $179.19 $2.03K - $2.15K
2.17K $380K
DVN
Devon Energy Corp

Energy
113
+ 1.29%
$31.74 - $35.84 $3.59K - $4.05K
8.88K $318K
FYC
First Trust Small Cap Growth A

ETFs
67
+ 0.72%
$89.7 - $96.32 $6.01K - $6.45K
9.34K $852K
VBR
Vanguard Small Cap Value ETF

ETFs
73
+ 6.65%
$201.42 - $211.15 $14.7K - $15.4K
1.17K $240K
GD
General Dynamics Corp

Industrials
23
+ 3.78%
$330.59 - $353.77 $7.6K - $8.14K
631 $217K
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
3.91K
+ 6.61%
$5.9 - $6.33 $23.1K - $24.7K
63K $373K
FTCS
First Trust Capital Strength E

ETFs
259
+ 3.65%
$90.55 - $93.84 $23.5K - $24.3K
7.36K $674K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
248
+ 1.78%
$12.5 - $18.02 $3.1K - $4.47K
14.2K $214K
VT
Vanguard Total World Stk Index

ETFs
52
+ 3.3%
$135.16 - $141.78 $7.03K - $7.37K
1.63K $226K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
28
+ 0.29%
$78.97 - $83.03 $2.21K - $2.32K
9.6K $779K
SCHO
Schwab Short Term Us Treasury

ETFs
381
+ 2.03%
$24.31 - $24.46 $9.26K - $9.32K
19.2K $466K
SECT
Sector 10, Inc.

ETFs
125
+ 0.6%
$61.68 - $64.94 $7.71K - $8.12K
21K $1.32M
Activity Summary
Buys All Purchases 179 New Holdings 23 Increased Positions 156 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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