Independent Wealth Network Inc. Portfolio Holdings
Independent Wealth Network Inc.
- $234 Million
- Q4 2024
Independent Wealth Network Inc. has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $234 Million distributed in 236 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $10.3M, Spdr Portfolio S&P 500 ETF (Ma with a value of $9.78M, Caterpillar Inc with a value of $9.65M, Jp Morgan ETF Tr Ultra Short I with a value of $9.33M, and Spdr Portfolio S&P 500 Value E with a value of $6.93M.
Examining the 13F form we can see an increase of $16M in the current position value, from $218M to 234M.
Below you can find more details about Independent Wealth Network Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$234 Million
ETFs: $155 Million
Technology: $19.3 Million
Industrials: $12.6 Million
Financial Services: $12.2 Million
Consumer Cyclical: $7.58 Million
Energy: $6.84 Million
Consumer Defensive: $6.31 Million
Communication Services: $5.49 Million
Other: $4.01 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 236
- Current Value $234 Million
- Prior Value $218 Million
- Filing
- Period Q4 2024
- Filing Date January 17, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 30 stocks
- Additional Purchases 139 stocks
- Sold out of 0 stocks
- Reduced holdings in 65 stocks