Independent Wealth Network Inc. Q1 2025 Filing
Filed May 2, 2025
Portfolio Value
$250.7B
Holdings
245
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (245 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | LACLITHIUM AMERS CORP NEW | 231,432 | $627.2M | 0.25% | |
| 102 | USHYISHARES TR | 16,971 | $624.7M | 0.25% | |
| 103 | VEAVANGUARD TAX-MANAGED FDS | 12,285 | $624.4M | 0.25% | |
| 104 | WFC 7.5 PERP LWELLS FARGO CO NEW | 511 | $613.5M | 0.24% | |
| 105 | AGGISHARES TR | 6,168 | $610.1M | 0.24% | |
| 106 | FTCSFIRST TR EXCHANGE-TRADED FD | 6,806 | $610.1M | 0.24% | |
| 107 | TFISPDR SER TR | 13,529 | $609.8M | 0.24% | |
| 108 | PKWINVESCO EXCHANGE TRADED FD T | 5,296 | $596.7M | 0.24% | |
| 109 | RPVINVESCO EXCHANGE TRADED FD T | 6,345 | $586.0M | 0.23% | |
| 110 | JPIEJ P MORGAN EXCHANGE TRADED F | 12,675 | $583.9M | 0.23% | |
| 111 | FEXFIRST TR LRGE CP CORE ALPHA | 5,679 | $581.8M | 0.23% | |
| 112 | SHWSHERWIN WILLIAMS CO | 1,651 | $576.5M | 0.23% | |
| 113 | SPTMSPDR SER TR | 8,449 | $574.6M | 0.23% | |
| 114 | AFLAFLAC INC | 5,127 | $570.0M | 0.23% | |
| 115 | ICVTISHARES TR | 6,785 | $567.3M | 0.23% | |
| 116 | RTRECOLLABORATIVE INVESTMNT SER | 22,238 | $556.8M | 0.22% | |
| 117 | KSSKOHLS CORP | 67,937 | $555.7M | 0.22% | |
| 118 | FYCFIRST TR EXCHANGE-TRADED ALP | 7,977 | $548.8M | 0.22% | |
| 119 | FRTYTHE ALGER ETF TRUST | 34,307 | $546.3M | 0.22% | |
| 120 | JPINJ P MORGAN EXCHANGE TRADED F | 9,350 | $534.2M | 0.21% | |
| 121 | FTHIFIRST TR EXCHANGE TRADED FD | 24,261 | $530.3M | 0.21% | |
| 122 | FSKFS KKR CAP CORP | 25,300 | $530.0M | 0.21% | |
| 123 | BACVERIZON COMMUNICATIONS INC | 11,630 | $527.5M | 0.21% | |
| 124 | HDVISHARES TR | 4,280 | $518.4M | 0.21% | |
| 125 | USFRWISDOMTREE TR | 10,128 | $509.7M | 0.20% | |
| 126 | SCHVSCHWAB STRATEGIC TR | 19,131 | $508.5M | 0.20% | |
| 127 | TAT&T INC | 17,923 | $506.9M | 0.20% | |
| 128 | DFAXDIMENSIONAL ETF TRUST | 19,310 | $505.9M | 0.20% | |
| 129 | IVEISHARES TR | 2,612 | $497.8M | 0.20% | |
| 130 | WMTWALMART INC | 5,594 | $491.1M | 0.20% | |
| 131 | PGPROCTER AND GAMBLE CO | 2,874 | $489.7M | 0.20% | |
| 132 | NFLXNETFLIX INC | 523 | $487.7M | 0.19% | |
| 133 | IJKISHARES TR | 5,829 | $485.4M | 0.19% | |
| 134 | IWMISHARES TR | 2,415 | $481.8M | 0.19% | |
| 135 | WINNHARBOR ETF TRUST | 19,357 | $474.3M | 0.19% | |
| 136 | IGLDFIRST TR EXCHANGE-TRADED FD | 21,500 | $450.9M | 0.18% | |
| 137 | PTLCPACER FDS TR | 8,726 | $449.0M | 0.18% | |
| 138 | SCHOSCHWAB STRATEGIC TR | 18,295 | $445.3M | 0.18% | |
| 139 | IBBISHARES TR | 3,456 | $442.0M | 0.18% | |
| 140 | ABBVABBVIE INC | 2,103 | $440.6M | 0.18% | |
| 141 | FTAFIRST TR LRG CP VL ALPHADEX | 5,606 | $430.1M | 0.17% | |
| 142 | GLOFISHARES TR | 9,975 | $427.1M | 0.17% | |
| 143 | FNXFIRST TR MID CAP CORE ALPHAD | 3,870 | $421.7M | 0.17% | |
| 144 | IDEVISHARES TR | 6,095 | $419.9M | 0.17% | |
| 145 | CSCOCISCO SYS INC | 6,772 | $417.9M | 0.17% | |
| 146 | HYLSFIRST TR EXCHANGE-TRADED FD | 10,078 | $413.6M | 0.16% | |
| 147 | FYXFIRST TR SML CP CORE ALPHA F | 4,579 | $412.6M | 0.16% | |
| 148 | LLYELI LILLY & CO | 487 | $402.2M | 0.16% | |
| 149 | VTEBVANGUARD MUN BD FDS | 8,096 | $401.7M | 0.16% | |
| 150 | RDVIFIRST TR EXCHANGE-TRADED FD | 16,914 | $401.2M | 0.16% | |
| 151 | FSCOFS CREDIT OPPORTUNITIES CORP | 55,482 | $391.2M | 0.16% | |
| 152 | VDEVANGUARD WORLD FD | 3,014 | $391.0M | 0.16% | |
| 153 | NYFISHARES TR | 7,416 | $390.5M | 0.16% | |
| 154 | DEDEERE & CO | 825 | $387.2M | 0.15% | |
| 155 | JPMJPMORGAN CHASE & CO. | 1,565 | $384.0M | 0.15% | |
| 156 | AVGOBROADCOM INC | 2,270 | $380.1M | 0.15% | |
| 157 | RDVYFIRST TR EXCHANGE TRADED FD | 6,449 | $377.6M | 0.15% | |
| 158 | SPMDSPDR SER TR | 7,349 | $376.1M | 0.15% | |
| 159 | VTVVANGUARD INDEX FDS | 2,159 | $372.9M | 0.15% | |
| 160 | KOCOCA COLA CO | 5,162 | $369.7M | 0.15% | |
| 161 | LQDISHARES TR | 3,370 | $366.3M | 0.15% | |
| 162 | IJRISHARES TR | 3,391 | $354.6M | 0.14% | |
| 163 | BABAALIBABA GROUP HLDG LTD | 2,665 | $352.3M | 0.14% | |
| 164 | GOOGLALPHABET INC | 2,278 | $352.2M | 0.14% | |
| 165 | FDVVFIDELITY COVINGTON TRUST | 7,062 | $350.3M | 0.14% | |
| 166 | MAMASTERCARD INCORPORATED | 628 | $344.2M | 0.14% | |
| 167 | SPSMSPDR SER TR | 8,313 | $338.8M | 0.14% | |
| 168 | AIRRFIRST TR EXCHANGE TRADED FD | 4,938 | $336.8M | 0.13% | |
| 169 | GPNGLOBAL PMTS INC | 3,430 | $335.9M | 0.13% | |
| 170 | QCOMQUALCOMM INC | 2,180 | $334.9M | 0.13% | |
| 171 | AMLPALPS ETF TR | 6,390 | $331.9M | 0.13% | |
| 172 | ARKKARK ETF TR | 6,937 | $330.0M | 0.13% | |
| 173 | ABTABBOTT LABS | 2,472 | $327.9M | 0.13% | |
| 174 | MRKMERCK & CO INC | 3,641 | $326.8M | 0.13% | |
| 175 | MCNXAI MADISON EQUITY PREMIUM I | 52,590 | $322.4M | 0.13% | |
| 176 | FTECFIDELITY COVINGTON TRUST | 1,988 | $320.7M | 0.13% | |
| 177 | IVWISHARES TR | 3,428 | $318.3M | 0.13% | |
| 178 | CEF/USPROTT PHYSICAL GOLD & SILVE | 11,071 | $314.5M | 0.13% | |
| 179 | ATOATMOS ENERGY CORP | 2,020 | $312.3M | 0.12% | |
| 180 | VWOVANGUARD INTL EQUITY INDEX F | 6,761 | $306.0M | 0.12% | |
| 181 | USMVISHARES TR | 3,252 | $304.6M | 0.12% | |
| 182 | BCXBLACKROCK RES & COMMODITIES | 31,670 | $295.5M | 0.12% | |
| 183 | CNRGSPDR SER TR | 5,813 | $292.7M | 0.12% | |
| 184 | PSRINVESCO ACTIVELY MANAGED EXC | 3,134 | $289.9M | 0.12% | |
| 185 | ZOCTINNOVATOR ETFS TRUST | 11,513 | $289.6M | 0.12% | |
| 186 | PEPPEPSICO INC | 1,882 | $282.1M | 0.11% | |
| 187 | SPGIS&P GLOBAL INC | 549 | $278.9M | 0.11% | |
| 188 | VGTVANGUARD WORLD FD | 503 | $272.7M | 0.11% | |
| 189 | 4I1PHILIP MORRIS INTL INC | 1,683 | $267.1M | 0.11% | |
| 190 | SYKSTRYKER CORPORATION | 711 | $264.7M | 0.11% | |
| 191 | MMM3M CO | 1,796 | $263.8M | 0.11% | |
| 192 | UNHUNITEDHEALTH GROUP INC | 503 | $263.2M | 0.10% | |
| 193 | IMCGISHARES TR | 3,633 | $259.5M | 0.10% | |
| 194 | TMUST-MOBILE US INC | 972 | $259.2M | 0.10% | |
| 195 | JGHNUVEEN GLOBAL HIGH INCOME FD | 19,818 | $259.2M | 0.10% | |
| 196 | FFEBFIRST TR EXCHNG TRADED FD VI | 5,264 | $256.8M | 0.10% | |
| 197 | SDVDFIRST TR EXCH TRADED FD III | 12,813 | $255.9M | 0.10% | |
| 198 | BNDXVANGUARD CHARLOTTE FDS | 5,214 | $254.5M | 0.10% | |
| 199 | MUBISHARES TR | 2,384 | $251.4M | 0.10% | |
| 200 | AMDADVANCED MICRO DEVICES INC | 2,428 | $249.5M | 0.10% |