Independent Wealth Network Inc.
CIK Number: 0001891240
Main Sectors:
Top Industries:
Filing Date: May 2, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR Portfolio ... | 75.90 | -0.6% | 143.88K | +1.45% | 9.46M | 54.3 | 3.77% | Share |
| 2 | SPYG | SPDR Portfolio ... | 99.45 | -1.16% | 117.58K | +0.02% | 9.45M | 62.92 | 3.77% | Share |
| 3 | JPST | JPMorgan Ultra-... | 50.73 | +0.04% | 183.08K | -1.17% | 9.27M | 50.38 | 3.70% | Share |
| 4 | CAT | Caterpillar Inc... | 419.19 | -3.61% | 26.55K | -0.23% | 8.75M | 193.81 | 3.49% | Share |
| 5 | SPYV | SPDR Portfolio ... | 54.63 | +0.01% | 136.19K | +0.51% | 6.96M | 40.14 | 2.77% | Share |
| 6 | ILTB | iShares Core 10... | 49.22 | -0.52% | 103.26K | +8.59% | 5.16M | 59.63 | 2.06% | Share |
| 7 | CVX | Chevron Corpora... | 160.71 | +0.87% | 29.89K | -0.51% | 5M | 113.13 | 1.99% | Share |
| 8 | FLRT | Pacer Pacific A... | 47.39 | +0.04% | 105.11K | +38.33% | 4.95M | 47.44 | 1.97% | Share |
| 9 | ACWI | iShares MSCI AC... | 133.44 | -0.58% | 40.5K | +0.34% | 4.71M | 99.24 | 1.88% | Share |
| 10 | AAPL | Apple Inc. | 232.14 | -0.18% | 20.83K | -3.65% | 4.63M | 155.24 | 1.85% | Share |
| 11 | DFUS | Dimensional U.S... | 70.19 | -0.62% | 65.31K | +6.29% | 3.95M | 51.31 | 1.58% | Share |
| 12 | SPAB | SPDR Portfolio ... | 25.66 | -0.08% | 152.47K | -0.06% | 3.89M | 29.01 | 1.55% | Share |
| 13 | SPYD | SPDR Portfolio ... | 44.99 | +0.69% | 85.14K | +2.57% | 3.77M | 39.42 | 1.50% | Share |
| 14 | MSFT | Microsoft Corpo... | 506.69 | -0.58% | 9.77K | -3.94% | 3.67M | 332.62 | 1.46% | Share |
| 15 | VOO | Vanguard S&P 50... | 593.01 | -0.59% | 6.07K | -10.14% | 3.12M | 434.26 | 1.24% | Share |
| 16 | RDFI | Rareview Dynami... | 23.98 | +0.06% | 129.06K | +29.54% | 3.05M | 23.98 | 1.22% | Share |
| 17 | GLD | SPDR Gold Share... | 318.05 | +0.96% | 10.52K | +5.20% | 3.03M | 189.64 | 1.21% | Share |
| 18 | SLV | iShares Silver ... | 36.20 | +1.91% | 93.93K | +3.77% | 2.91M | 22.44 | 1.16% | Share |
| 19 | QQQ | Invesco QQQ Tru... | 570.40 | -1.16% | 5.81K | -0.85% | 2.73M | 400.7 | 1.09% | Share |
| 20 | NVDA | NVIDIA Corporat... | 174.24 | -3.29% | 24.67K | +2.74% | 2.67M | 44.25 | 1.07% | Share |
| 21 | BRK-B | Berkshire Hatha... | 503.29 | +0.69% | 4.95K | -1.55% | 2.64M | 321.98 | 1.05% | Share |
| 22 | USRT | iShares Core U.... | 58.55 | +0.65% | 43.41K | +2.28% | 2.5M | 57.06 | 1.00% | Share |
| 23 | AMZN | Amazon.com, Inc... | 229.00 | -1.12% | 12.86K | -4.46% | 2.45M | 151.38 | 0.98% | Share |
| 24 | VYM | Vanguard High D... | 139.14 | -0.09% | 18.66K | +2.87% | 2.41M | 107.9 | 0.96% | Share |
| 25 | PSFF | Pacer Swan SOS ... | 31.21 | -0.51% | 80.83K | -4.27% | 2.31M | 25.98 | 0.92% | Share |
| 26 | FJAN | FT Cboe Vest U.... | 49.10 | -0.53% | 50.66K | +2.65% | 2.25M | 41.99 | 0.90% | Share |
| 27 | JEPI | JPMorgan Equity... | 57.14 | -0.09% | 39.16K | +7.88% | 2.24M | 55 | 0.89% | Share |
| 28 | STIP | iShares 0-5 Yea... | 103.88 | +0.04% | 21.54K | +11.54% | 2.23M | 99.69 | 0.89% | Share |
| 29 | BIL | SPDR Bloomberg ... | 91.78 | +0.05% | 23.51K | -37.64% | 2.16M | 91.48 | 0.86% | Share |
| 30 | VUG | Vanguard Growth... | 458.95 | -1.08% | 5.58K | +1.18% | 2.07M | 304.99 | 0.82% | Share |
| 31 | FPE | First Trust Pre... | 18.07 | -0.14% | 114.62K | +5.62% | 2.02M | 19.2 | 0.80% | Share |
| 32 | FLOT | iShares Floatin... | 51.04 | -0.01% | 38.63K | +74.49% | 1.97M | 50.79 | 0.79% | Share |
| 33 | V | Visa Inc. | 351.96 | +0.60% | 5.34K | -0.24% | 1.87M | 230.99 | 0.75% | Share |
| 34 | QDPL | Pacer Metaurus ... | 40.72 | -1.12% | 50.6K | -18.85% | 1.85M | 36.96 | 0.74% | Share |
| 35 | PLTR | Palantir Techno... | 156.71 | -0.89% | 21.86K | +1.95% | 1.85M | 21.52 | 0.74% | Share |
| 36 | YYY | Amplify High In... | 11.79 | +0.08% | 159.16K | +10.10% | 1.82M | 14.01 | 0.72% | Share |
| 37 | META | Meta Platforms,... | 738.70 | -1.65% | 3.13K | -2.34% | 1.81M | 340.89 | 0.72% | Share |
| 38 | JMHI | J P Morgan Exch... | 49.40 | +0.09% | 33.92K | +2.95% | 1.71M | 50.23 | 0.68% | Share |
| 39 | BRK-A | Berkshire Hatha... | 754675.00 | +0.69% | 2 | +100.00% | 1.6M | 798441.5 | 0.64% | Share |
| 40 | BUFR | FT Vest Laddere... | 32.80 | -0.29% | 53.09K | +26.50% | 1.58M | 28.82 | 0.63% | Share |
| 41 | SPY | SPDR S&P 500 ET... | 645.07 | -0.59% | 2.62K | -0.61% | 1.46M | 443.53 | 0.58% | Share |
| 42 | JPUS | JPMorgan Divers... | 122.69 | +0.06% | 12.52K | +1.54% | 1.44M | 99.98 | 0.58% | Share |
| 43 | XLK | Technology Sele... | 262.47 | -1.53% | 6.95K | +20.13% | 1.44M | 170.24 | 0.57% | Share |
| 44 | BND | Vanguard Total ... | 73.80 | -0.12% | 18.83K | +9.80% | 1.38M | 79.17 | 0.55% | Share |
| 45 | AGGY | WisdomTree Yiel... | 43.69 | -0.18% | 30.7K | +3.60% | 1.33M | 47.08 | 0.53% | Share |
| 46 | SGOV | iShares 0-3 Mon... | 100.74 | +0.05% | 13.09K | -1.44% | 1.32M | 100.32 | 0.53% | Share |
| 47 | KR | The Kroger Co. | 67.84 | +0.57% | 19.15K | +2.16% | 1.3M | 43.73 | 0.52% | Share |
| 48 | QYLD | Global X NASDAQ... | 16.64 | -0.72% | 75.77K | +12.34% | 1.26M | 18.05 | 0.50% | Share |
| 49 | BKLN | Invesco Senior ... | 20.91 | +0.07% | 58.36K | +0.06% | 1.21M | 21.68 | 0.48% | Share |
| 50 | XLE | Energy Select S... | 90.38 | +0.53% | 12.8K | +22.56% | 1.2M | 83.56 | 0.48% | Share |
| 51 | MSI | Motorola Soluti... | 472.26 | +0.46% | 2.73K | +2.71% | 1.2M | 271.95 | 0.48% | Share |
| 52 | SHY | iShares 1-3 Yea... | 82.98 | +0.08% | 14.31K | -4.14% | 1.18M | 82.5 | 0.47% | Share |
| 53 | PGX | Invesco Preferr... | 11.44 | -0.44% | 101.12K | +11.82% | 1.13M | 12.1 | 0.45% | Share |
| 54 | DVY | iShares Select ... | 141.86 | +0.41% | 8.28K | -0.07% | 1.11M | 117.94 | 0.44% | Share |
| 55 | ARCC | Ares Capital Co... | 22.40 | +0.67% | 49.77K | +4.78% | 1.1M | 20.36 | 0.44% | Share |
| 56 | MO | Altria Group, I... | 67.21 | +1.19% | 18.36K | -0.35% | 1.1M | 45.16 | 0.44% | Share |
| 57 | ITA | iShares U.S. Ae... | 198.46 | -0.85% | 7.19K | +8.23% | 1.1M | 112.84 | 0.44% | Share |
| 58 | CGUS | Capital Group C... | 38.59 | -0.66% | 32.24K | +15.85% | 1.08M | 32.86 | 0.43% | Share |
| 59 | LGLV | SPDR SSGA US La... | 177.71 | +0.15% | 6.13K | +5.00% | 1.07M | 141.28 | 0.43% | Share |
| 60 | SECT | Main Sector Rot... | 60.18 | -0.73% | 20.75K | -7.1% | 1.06M | 43.64 | 0.42% | Share |
| 61 | HD | The Home Depot,... | 406.64 | -0.2% | 2.83K | +1.25% | 1.04M | 331.79 | 0.41% | Share |
| 62 | VCIT | Vanguard Interm... | 83.42 | -0.13% | 12.62K | +7.77% | 1.03M | 88.22 | 0.41% | Share |
| 63 | XOM | Exxon Mobil Cor... | 114.36 | +0.89% | 8.61K | +2.83% | 1.02M | 69.52 | 0.41% | Share |
| 64 | COST | Costco Wholesal... | 943.32 | -0.17% | 1.04K | -15.9% | 985.87K | 539.96 | 0.39% | Share |
| 65 | VNQ | Vanguard Real E... | 92.23 | +0.53% | 10.84K | +4.94% | 981.3K | 97.41 | 0.39% | Share |
| 66 | VBK | Vanguard Small ... | 293.08 | -0.59% | 3.84K | +7.21% | 965.89K | 262.11 | 0.39% | Share |
| 67 | MINT | PIMCO Enhanced ... | 100.70 | +0.03% | 9.48K | -8.55% | 953.79K | 99.79 | 0.38% | Share |
| 68 | VIG | Vanguard Divide... | 211.02 | -0.26% | 4.91K | -2.39% | 951.8K | 157.06 | 0.38% | Share |
| 69 | XMMO | Invesco S&P Mid... | 131.37 | -0.7% | 8.1K | +12.43% | 920.84K | 110.35 | 0.37% | Share |
| 70 | VTIP | Vanguard Short-... | 50.68 | +0.06% | 18.14K | -1.43% | 905.13K | 48.94 | 0.36% | Share |
| 71 | IAU | iShares Gold Tr... | 65.09 | +0.93% | 15.24K | +23.00% | 898.4K | 43.07 | 0.36% | Share |
| 72 | HACK | Amplify Cyberse... | 84.50 | -0.69% | 12.33K | +5.00% | 885.56K | 64.7 | 0.35% | Share |
| 73 | EFA | iShares MSCI EA... | 91.48 | -0.59% | 10.83K | +7.71% | 884.97K | 77.48 | 0.35% | Share |
| 74 | HON | Honeywell Inter... | 219.50 | -0.84% | 4.12K | +2.21% | 873.26K | 203.18 | 0.35% | Share |
| 75 | TSLA | Tesla, Inc. | 333.98 | -3.47% | 3.37K | -0.47% | 872.13K | 302.96 | 0.35% | Share |
| 76 | FTSM | First Trust Enh... | 59.91 | -0.32% | 14.52K | -14.76% | 869K | 59.56 | 0.35% | Share |
| 77 | IVV | iShares Core S&... | 648.30 | -0.59% | 1.52K | -3.86% | 853.58K | 428.21 | 0.34% | Share |
| 78 | ET | Energy Transfer... | 17.73 | +0.40% | 45.78K | -3.84% | 851.07K | 10.93 | 0.34% | Share |
| 79 | BA | The Boeing Comp... | 234.75 | -0.6% | 4.86K | +3.40% | 828.96K | 189.77 | 0.33% | Share |
| 80 | SOXX | iShares Semicon... | 245.20 | -2.91% | 3.83K | -14.82% | 720.43K | 184.51 | 0.29% | Share |
| 81 | CME | CME Group Inc. | 266.51 | -0.1% | 2.69K | +0.15% | 712.92K | 198.82 | 0.28% | Share |
| 82 | JCPB | JPMorgan Core P... | 47.22 | -0.12% | 15.08K | +3.59% | 709.22K | 47.49 | 0.28% | Share |
| 83 | CLX | The Clorox Comp... | 118.19 | +0.21% | 4.78K | +12.05% | 703.62K | 157.86 | 0.28% | Share |
| 84 | GOOG | Alphabet Inc. | 213.53 | +0.55% | 4.5K | -0.97% | 702.97K | 116.71 | 0.28% | Share |
| 85 | HSY | The Hershey Com... | 183.81 | +2.12% | 4.04K | +2.33% | 691.43K | 189.69 | 0.28% | Share |
| 86 | JNJ | Johnson & Johns... | 177.19 | +0.99% | 4.16K | -10.91% | 690.57K | 161.04 | 0.28% | Share |
| 87 | VOT | Vanguard Mid-Ca... | 289.14 | -0.67% | 2.8K | -3.29% | 684.11K | 224.04 | 0.27% | Share |
| 88 | SDVY | First Trust SMI... | 37.95 | -0.42% | 20.42K | -9.19% | 683.99K | 34.8 | 0.27% | Share |
| 89 | CASY | Casey's General... | 494.52 | -0.3% | 1.56K | +1.36% | 679.31K | 213.41 | 0.27% | Share |
| 90 | SCHG | Schwab U.S. Lar... | 30.53 | -1.07% | 26.87K | +31.22% | 672.86K | 23.72 | 0.27% | Share |
| 91 | EWA | iShares MSCI Au... | 27.09 | +0.02% | 28.23K | +9.01% | 661.82K | 24.45 | 0.26% | Share |
| 92 | CGBL | Capital Group C... | 34.07 | -0.47% | 21.16K | +38.56% | 655.51K | 31.19 | 0.26% | Share |
| 93 | BUFB | Innovator Ladde... | 34.92 | -0.27% | 20.8K | +6.94% | 653.44K | 29.6 | 0.26% | Share |
| 94 | SPEM | SPDR Portfolio ... | 44.39 | -0.47% | 16.22K | +5.38% | 638.72K | 35.42 | 0.25% | Share |
| 95 | IDV | iShares Interna... | 36.56 | -0.22% | 20.48K | +3.38% | 635.35K | 27.52 | 0.25% | Share |
| 96 | JSML | Janus Henderson... | 72.62 | -1.14% | 10.38K | +5.65% | 631.97K | 65.3 | 0.25% | Share |
| 97 | AAXJ | iShares MSCI Al... | 85.87 | -0.52% | 8.53K | +8.62% | 631.41K | 78.53 | 0.25% | Share |
| 98 | LAC | Lithium America... | 3.00 | +0.84% | 231.43K | +6.66% | 627.18K | 2.83 | 0.25% | Share |
| 99 | USHY | iShares Broad U... | 37.64 | -0.08% | 16.97K | +7.45% | 624.69K | 35.62 | 0.25% | Share |
| 100 | VEA | Vanguard Develo... | 58.70 | -0.53% | 12.29K | -3.12% | 624.44K | 48.67 | 0.25% | Share |
| 101 | AGG | iShares Core U.... | 99.48 | -0.11% | 6.17K | +56.79% | 610.1K | 105.67 | 0.24% | Share |
| 102 | FTCS | First Trust Cap... | 93.14 | +0.42% | 6.81K | -1.72% | 610.06K | 74.55 | 0.24% | Share |
| 103 | TFI | SPDR Nuveen Blo... | 44.70 | -0.03% | 13.53K | -0.85% | 609.76K | 50.64 | 0.24% | Share |
| 104 | PKW | Invesco BuyBack... | 131.27 | -0.1% | 5.3K | -1.76% | 596.68K | 90.02 | 0.24% | Share |
| 105 | RPV | Invesco S&P 500... | 98.17 | +0.16% | 6.34K | -3.82% | 585.97K | 76.16 | 0.23% | Share |
| 106 | JPIE | JPMorgan Income... | 46.55 | +0.01% | 12.68K | -2.05% | 583.94K | 46.35 | 0.23% | Share |
| 107 | FEX | First Trust Lar... | 115.08 | -0.24% | 5.68K | +2.51% | 581.83K | 91.35 | 0.23% | Share |
| 108 | SHW | The Sherwin-Wil... | 365.98 | -0.06% | 1.65K | -1.43% | 576.51K | 267.61 | 0.23% | Share |
| 109 | SPTM | SPDR Portfolio ... | 78.23 | -0.63% | 8.45K | +0.32% | 574.59K | 54.16 | 0.23% | Share |
| 110 | AFL | Aflac Incorpora... | 106.92 | +0.77% | 5.13K | -3.75% | 570.04K | 57.19 | 0.23% | Share |
| 111 | ICVT | iShares Convert... | 94.41 | -0.12% | 6.79K | -1.98% | 567.29K | 87.29 | 0.23% | Share |
| 112 | KSS | Kohl's Corporat... | 15.06 | -2.02% | 67.94K | +99.51% | 555.72K | 15.17 | 0.22% | Share |
| 113 | FYC | First Trust Sma... | 86.90 | -0.53% | 7.98K | +4.21% | 548.83K | 71.59 | 0.22% | Share |
| 114 | JPIN | JPMorgan Divers... | 65.96 | -0.44% | 9.35K | +4.70% | 534.24K | 56.76 | 0.21% | Share |
| 115 | FTHI | First Trust Buy... | 23.21 | -0.43% | 24.26K | +2.36% | 530.34K | 22.03 | 0.21% | Share |
| 116 | FSK | FS KKR Capital ... | 18.25 | +1.42% | 25.3K | +2.73% | 530.04K | 20.8 | 0.21% | Share |
| 117 | VZ | Verizon Communi... | 44.25 | +0.73% | 11.63K | -0.88% | 527.55K | 47.2 | 0.21% | Share |
| 118 | HDV | iShares Core Hi... | 123.36 | +0.57% | 4.28K | +1.71% | 518.39K | 102.55 | 0.21% | Share |
| 119 | USFR | WisdomTree Floa... | 50.29 | +0.04% | 10.13K | 0.00% | 509.74K | 50.32 | 0.20% | Share |
| 120 | SCHV | Schwab U.S. Lar... | 28.75 | -0.02% | 19.13K | +41.53% | 508.5K | 26.22 | 0.20% | Share |
| 121 | T | AT&T Inc. | 29.31 | +1.28% | 17.92K | +0.73% | 506.86K | 20.51 | 0.20% | Share |
| 122 | DFAX | Dimensional Wor... | 30.61 | -0.34% | 19.31K | -5.85% | 505.92K | 25.62 | 0.20% | Share |
| 123 | IVE | iShares S&P 500... | 203.90 | +0.04% | 2.61K | -1.69% | 497.83K | 161.37 | 0.20% | Share |
| 124 | WMT | Walmart Inc. | 97.01 | +0.94% | 5.59K | +0.47% | 491.08K | 73.73 | 0.20% | Share |
| 125 | PG | The Procter & G... | 157.10 | +0.93% | 2.87K | +56.88% | 489.74K | 164.35 | 0.20% | Share |
| 126 | NFLX | Netflix, Inc. | 1208.25 | -1.88% | 523 | +8.28% | 487.71K | 751.75 | 0.19% | Share |
| 127 | IJK | iShares S&P Mid... | 95.18 | -0.81% | 5.83K | -1.85% | 485.43K | 79.25 | 0.19% | Share |
| 128 | IWM | iShares Russell... | 235.22 | -0.42% | 2.42K | -6.47% | 481.85K | 208.37 | 0.19% | Share |
| 129 | WINN | Harbor Long-Ter... | 30.13 | -1.18% | 19.36K | +153.60% | 474.26K | 25.57 | 0.19% | Share |
| 130 | IGLD | FT Cboe Vest Go... | 22.29 | +0.47% | 21.5K | -4.14% | 450.86K | 20.67 | 0.18% | Share |
| 131 | PTLC | Pacer Trendpilo... | 52.91 | -0.63% | 8.73K | -4.48% | 448.95K | 44.05 | 0.18% | Share |
| 132 | SCHO | Schwab Short-Te... | 24.41 | +0.10% | 18.3K | -1% | 445.3K | 25.08 | 0.18% | Share |
| 133 | IBB | iShares Biotech... | 138.22 | +0.01% | 3.46K | -2.15% | 442.01K | 156.49 | 0.18% | Share |
| 134 | ABBV | AbbVie Inc. | 210.39 | +1.19% | 2.1K | -25.43% | 440.62K | 168.5 | 0.18% | Share |
| 135 | FTA | First Trust Lar... | 83.21 | +0.25% | 5.61K | -3.84% | 430.1K | 64.8 | 0.17% | Share |
| 136 | GLOF | iShares Trust -... | 50.05 | -0.66% | 9.97K | -4.01% | 427.13K | 36.99 | 0.17% | Share |
| 137 | FNX | First Trust Mid... | 123.83 | -0.44% | 3.87K | -3.35% | 421.7K | 97.79 | 0.17% | Share |
| 138 | IDEV | iShares Core MS... | 78.36 | -0.43% | 6.09K | +46.83% | 419.88K | 65.88 | 0.17% | Share |
| 139 | CSCO | Cisco Systems, ... | 69.09 | -0.49% | 6.77K | -25.94% | 417.91K | 58.72 | 0.17% | Share |
| 140 | HYLS | First Trust Tac... | 41.95 | -0.12% | 10.08K | +32.71% | 413.6K | 41.26 | 0.17% | Share |
| 141 | FYX | First Trust Sma... | 107.64 | -0.22% | 4.58K | +2.37% | 412.57K | 91.61 | 0.16% | Share |
| 142 | LLY | Eli Lilly and C... | 732.52 | +0.08% | 487 | -9.65% | 402.22K | 645.84 | 0.16% | Share |
| 143 | VTEB | Vanguard Tax-Ex... | 49.01 | -0.01% | 8.1K | +6.89% | 401.72K | 50.01 | 0.16% | Share |
| 144 | RDVI | FT Cboe Vest Ri... | 25.43 | -0.31% | 16.91K | +26.79% | 401.2K | 24.38 | 0.16% | Share |
| 145 | FSCO | FS Credit Oppor... | 7.50 | -0.27% | 55.48K | +9.63% | 391.15K | 4.95 | 0.16% | Share |
| 146 | VDE | Vanguard Energy... | 126.88 | +0.45% | 3.01K | +6.84% | 391K | 108.76 | 0.16% | Share |
| 147 | NYF | iShares New Yor... | 52.19 | -0.06% | 7.42K | -1.34% | 390.46K | 56.5 | 0.16% | Share |
| 148 | DE | Deere & Company | 478.53 | -2.63% | 825 | +0.49% | 387.24K | 337.28 | 0.15% | Share |
| 149 | JPM | JPMorgan Chase ... | 301.45 | +0.13% | 1.56K | -9.69% | 383.96K | 169.9 | 0.15% | Share |
| 150 | AVGO | Broadcom Inc. | 297.39 | -3.65% | 2.27K | -3.98% | 380.1K | 151.02 | 0.15% | Share |