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
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
49
+ 1.02%
$42.26 - $44.28 $2.07K - $2.17K
4.84K $211K
TSCO
Tractor Supply CO

Consumer Cyclical
249
+ 5.46%
$52.49 - $56.37 $13.1K - $14K
4.81K $266K
HDV
Ishares Core High Dividend ETF

ETFs
62
+ 1.38%
$118.22 - $122.79 $7.33K - $7.61K
4.55K $556K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
92
+ 2.74%
$92.34 - $95.43 $8.5K - $8.78K
3.44K $324K
ITA
Ishares Tr

ETFs
129
+ 1.97%
$205.04 - $218.9 $26.5K - $28.2K
6.68K $1.38M
WEC
Wec Energy Group, Inc.

Utilities
130
+ 5.06%
$110.61 - $117.5 $14.4K - $15.3K
2.7K $299K
HYG
Ishares Tr

ETFs
106
+ 3.2%
$79.95 - $81.28 $8.47K - $8.62K
3.41K $273K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
299
+ 1.57%
$49.98 - $50.22 $14.9K - $15K
19.3K $965K
COST
Costco Wholesale Corp

Consumer Defensive
18
+ 1.72%
$910.94 - $954.99 $16.4K - $17.2K
1.06K $969K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
12
+ 0.08%
$85.3 - $88.17 $1.02K - $1.06K
15.6K $1.36M
TMUS
T Mobile Us, Inc.

Communication Services
150
+ 12.34%
$201.01 - $233.26 $30.2K - $35K
1.37K $294K
MEAR
Blackrock Short Maturity Munic

ETFs
41
+ 0.98%
$50.31 - $50.47 $2.06K - $2.07K
4.21K $212K
FTA
First Tr Large Cap Value

ETFs
9
+ 0.16%
$81.12 - $84.51 $730 - $761
5.63K $470K
BR
Broadridge Financial Solutions, Inc.

Technology
51
+ 5.82%
$217.49 - $236.9 $11.1K - $12.1K
928 $209K
SQ
Block, Inc.

Technology
10
+ 0.28%
N/A
3.63K $207K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
17
+ 0.25%
$44.68 - $47.47 $760 - $807
6.84K $321K
TOST
Toast, Inc.

Technology
100
+ 1.8%
$34.39 - $39.02 $3.44K - $3.9K
5.64K $202K
Amplify ETF Tr
436
+ 3.6%
N/A
12.5K $0
Tidal Trust Ii
1.67K
+ 13.19%
N/A
14.3K $0
Ea Series Trust
2.07K
+ 9.64%
N/A
23.5K $0
First Tr Exchange Traded Fd
8.42K
+ 8.22%
N/A
111K $0
Wells Fargo CO New
8
+ 1.52%
N/A
535 $0
RDFI
Collaborative Invt Ser Tr Rare
25.1K
+ 13.27%
N/A
214K $0
Collaborative Investmnt Ser
2.94K
+ 12.37%
N/A
26.7K $0
Nuveen Global High Income Fd
1.44K
+ 6.8%
N/A
22.6K $0
GRNT
Granite Ridge Resources, Inc.
1.25K
+ 4.44%
$5.08 - $5.56 $6.36K - $6.96K
29.4K $152K
WFC
Wells Fargo & Company

Financial Services
5
+ 0.18%
$77.62 - $87.3 $388 - $437
2.86K $238K
HYLS
First Tr Tactical High Yield L

ETFs
22
+ 0.2%
$41.67 - $42.1 $917 - $926
10.9K $456K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
99
+ 1.15%
$44.53 - $47.25 $4.41K - $4.68K
8.7K $396K
ABT
Abbott Laboratories

Healthcare
53
+ 2.17%
$123.62 - $134.59 $6.55K - $7.13K
2.49K $323K
ITW
Illinois Tool Works Inc

Industrials
40
+ 5.14%
$242.03 - $260.73 $9.68K - $10.4K
818 $199K
JRS
Nuveen Real Estate Income Fund

Financial Services
13
+ 0.06%
$7.9 - $8.2 $103 - $107
21.6K $171K
SPMD
Spdr Portfolio

ETFs
69
+ 0.94%
$55.44 - $58.05 $3.83K - $4.01K
7.41K $416K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
48
+ 1.15%
$46.96 - $49.73 $2.25K - $2.39K
4.22K $203K
RSG
Republic Services, Inc.

Industrials
60
+ 6.3%
$204.12 - $227.29 $12.2K - $13.6K
1.01K $212K
VAW
Vanguard Materials ETF

ETFs
15
+ 1.37%
$192.26 - $206.3 $2.88K - $3.09K
1.11K $217K
PG
Procter & Gamble CO

Consumer Defensive
110
+ 3.83%
$145.5 - $153.18 $16K - $16.8K
2.98K $434K
SHW
Sherwin Williams CO

Basic Materials
35
+ 2.19%
$330.74 - $354.45 $11.6K - $12.4K
1.64K $543K
VBK
Vanguard Small Cap Growth ETF

ETFs
43
+ 1.01%
$291.71 - $309.36 $12.5K - $13.3K
4.31K $1.26M
UBER
Uber Technologies, Inc

Technology
63
+ 2.22%
$91.62 - $100.1 $5.77K - $6.31K
2.9K $266K
ADBE
Adobe Inc.

Technology
19
+ 2.87%
$325.07 - $359.91 $6.18K - $6.84K
680 $221K
MA
Mastercard Inc

Financial Services
21
+ 2.8%
$536.85 - $580.45 $11.3K - $12.2K
772 $414K
T
At&T Inc.

Communication Services
1.49K
+ 7.63%
$24.44 - $27.55 $36.5K - $41.1K
21K $535K
PKG
Packaging Corp Of America

Consumer Cyclical
245
+ 7.85%
$195.59 - $215.64 $47.9K - $52.8K
3.37K $663K
JSML
Janus Detroit Str Tr Henderson

ETFs
169
+ 1.25%
$71.84 - $76.84 $12.1K - $13K
13.6K $989K
EWA
Ishares Msci Australia ETF

ETFs
496
+ 1.72%
$25.94 - $27.52 $12.9K - $13.6K
29.4K $762K
HSY
Hershey CO

Consumer Defensive
72
+ 1.76%
$162.31 - $195.56 $11.7K - $14.1K
4.16K $745K
CASY
Caseys General Stores Inc

Consumer Cyclical
33
+ 2.16%
$513.19 - $567.48 $16.9K - $18.7K
1.56K $839K
HON
Honeywell International Inc

Industrials
120
+ 2.86%
$194.07 - $220.67 $23.3K - $26.5K
4.31K $844K
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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