Independent Wealth Network Inc. Q2 2025 Filing
Filed July 16, 2025
Portfolio Value
$274.9B
Holdings
258
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (258 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | VEAVANGUARD TAX-MANAGED FDS | 11,660 | $664.7M | 0.24% | |
| 102 | FYCFIRST TR EXCHANGE-TRADED ALP | 8,163 | $649.6M | 0.24% | |
| 103 | ICVTISHARES TR | 7,182 | $647.1M | 0.24% | |
| 104 | LACLITHIUM AMERS CORP NEW | 239,255 | $641.2M | 0.23% | |
| 105 | AGGISHARES TR | 6,447 | $639.5M | 0.23% | |
| 106 | SPTMSPDR SERIES TRUST | 8,475 | $634.7M | 0.23% | |
| 107 | QQQMINVESCO EXCH TRADED FD TR II | 2,780 | $631.3M | 0.23% | |
| 108 | FEXFIRST TR EXCHANGE-TRADED ALP | 5,741 | $631.3M | 0.23% | |
| 109 | USHYISHARES TR | 16,740 | $627.9M | 0.23% | |
| 110 | PKWINVESCO EXCHANGE TRADED FD T | 5,077 | $627.5M | 0.23% | |
| 111 | FTCSFIRST TR EXCHANGE-TRADED FD | 6,895 | $626.7M | 0.23% | |
| 112 | JPIEJ P MORGAN EXCHANGE TRADED F | 13,510 | $625.8M | 0.23% | |
| 113 | AVGOBROADCOM INC | 2,264 | $624.2M | 0.23% | |
| 114 | XCCCBONDBLOXX ETF TRUST | 15,867 | $616.0M | 0.22% | |
| 115 | WFC 7.5 PERP LWELLS FARGO CO NEW | 519 | $609.6M | 0.22% | |
| 116 | TFISPDR SERIES TRUST | 13,536 | $604.6M | 0.22% | |
| 117 | PCMMBONDBLOXX ETF TRUST | 11,960 | $602.5M | 0.22% | |
| 118 | VTVVANGUARD INDEX FDS | 3,395 | $600.1M | 0.22% | |
| 119 | JNJJOHNSON & JOHNSON | 3,919 | $598.6M | 0.22% | |
| 120 | WMTWALMART INC | 6,047 | $591.3M | 0.22% | |
| 121 | RPVINVESCO EXCHANGE TRADED FD T | 6,303 | $591.0M | 0.22% | |
| 122 | JPINJ P MORGAN EXCHANGE TRADED F | 9,193 | $589.6M | 0.21% | |
| 123 | DLNWISDOMTREE TR | 7,141 | $586.6M | 0.21% | |
| 124 | CLXCLOROX CO DEL | 4,821 | $578.9M | 0.21% | |
| 125 | KSSKOHLS CORP | 67,213 | $570.0M | 0.21% | |
| 126 | DFAXDIMENSIONAL ETF TRUST | 19,310 | $567.1M | 0.21% | |
| 127 | SHWSHERWIN WILLIAMS CO | 1,640 | $563.1M | 0.20% | |
| 128 | RTRECOLLABORATIVE INVESTMNT SER | 22,177 | $556.4M | 0.20% | |
| 129 | TAT&T INC | 19,039 | $551.0M | 0.20% | |
| 130 | SCHVSCHWAB STRATEGIC TR | 19,415 | $537.2M | 0.20% | |
| 131 | AFLAFLAC INC | 5,079 | $535.6M | 0.19% | |
| 132 | IWMISHARES TR | 2,477 | $534.4M | 0.19% | |
| 133 | IJKISHARES TR | 5,796 | $527.4M | 0.19% | |
| 134 | FSKFS KKR CAP CORP | 25,298 | $524.9M | 0.19% | |
| 135 | FTHIFIRST TR EXCHANGE TRADED FD | 22,575 | $515.8M | 0.19% | |
| 136 | IVEISHARES TR | 2,610 | $510.1M | 0.19% | |
| 137 | BACVERIZON COMMUNICATIONS INC | 11,785 | $510.0M | 0.19% | |
| 138 | USFRWISDOMTREE TR | 10,101 | $508.2M | 0.18% | |
| 139 | FTSMFIRST TR EXCHANGE-TRADED FD | 8,371 | $501.2M | 0.18% | |
| 140 | HDVISHARES TR | 4,275 | $500.9M | 0.18% | |
| 141 | GOOGLALPHABET INC | 2,776 | $489.2M | 0.18% | |
| 142 | CSCOCISCO SYS INC | 6,988 | $484.8M | 0.18% | |
| 143 | JPMJPMORGAN CHASE & CO. | 1,626 | $471.3M | 0.17% | |
| 144 | IGLDFIRST TR EXCHANGE-TRADED FD | 21,662 | $470.3M | 0.17% | |
| 145 | PGPROCTER AND GAMBLE CO | 2,917 | $464.7M | 0.17% | |
| 146 | GLOFISHARES TR | 9,521 | $458.9M | 0.17% | |
| 147 | HYLSFIRST TR EXCHANGE-TRADED FD | 10,929 | $456.9M | 0.17% | |
| 148 | SCHOSCHWAB STRATEGIC TR | 18,711 | $456.2M | 0.17% | |
| 149 | FYXFIRST TR EXCHANGE-TRADED ALP | 4,650 | $452.4M | 0.16% | |
| 150 | FNXFIRST TR EXCHANGE-TRADED ALP | 3,861 | $443.5M | 0.16% | |
| 151 | BITOPROSHARES TR | 20,534 | $441.7M | 0.16% | |
| 152 | FTAFIRST TR EXCHANGE-TRADED ALP | 5,570 | $438.0M | 0.16% | |
| 153 | RDVIFIRST TR EXCHANGE-TRADED FD | 17,254 | $426.3M | 0.16% | |
| 154 | IBBISHARES TR | 3,363 | $425.5M | 0.15% | |
| 155 | AIRRFIRST TR EXCHANGE TRADED FD | 5,178 | $421.5M | 0.15% | |
| 156 | ARKKARK ETF TR | 5,882 | $413.5M | 0.15% | |
| 157 | ABBVABBVIE INC | 2,208 | $409.9M | 0.15% | |
| 158 | RBLXROBLOX CORP | 3,885 | $408.7M | 0.15% | |
| 159 | SPMDSPDR SERIES TRUST | 7,468 | $406.1M | 0.15% | |
| 160 | RDVYFIRST TR EXCHANGE TRADED FD | 6,446 | $404.4M | 0.15% | |
| 161 | DEDEERE & CO | 787 | $400.2M | 0.15% | |
| 162 | FDVVFIDELITY COVINGTON TRUST | 7,612 | $396.0M | 0.14% | |
| 163 | FTECFIDELITY COVINGTON TRUST | 1,999 | $394.3M | 0.14% | |
| 164 | FSCOFS CREDIT OPPORTUNITIES CORP | 54,039 | $392.3M | 0.14% | |
| 165 | AMDADVANCED MICRO DEVICES INC | 2,741 | $388.9M | 0.14% | |
| 166 | NYFISHARES TR | 7,420 | $386.9M | 0.14% | |
| 167 | IVWISHARES TR | 3,441 | $378.8M | 0.14% | |
| 168 | LLYELI LILLY & CO | 485 | $378.1M | 0.14% | |
| 169 | VDEVANGUARD WORLD FD | 3,146 | $374.8M | 0.14% | |
| 170 | LQDISHARES TR | 3,391 | $371.7M | 0.14% | |
| 171 | VGTVANGUARD WORLD FD | 560 | $371.2M | 0.14% | |
| 172 | MAMASTERCARD INCORPORATED | 658 | $369.8M | 0.13% | |
| 173 | IJRISHARES TR | 3,370 | $368.3M | 0.13% | |
| 174 | SPSMSPDR SERIES TRUST | 8,561 | $364.7M | 0.13% | |
| 175 | VTEBVANGUARD MUN BD FDS | 7,349 | $360.3M | 0.13% | |
| 176 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,568 | $355.1M | 0.13% | |
| 177 | JMHIJ P MORGAN EXCHANGE TRADED F | 7,088 | $352.8M | 0.13% | |
| 178 | MCNXAI MADISON EQUITY PREMIUM I | 55,611 | $347.6M | 0.13% | |
| 179 | ABTABBOTT LABS | 2,523 | $343.1M | 0.12% | |
| 180 | QCOMQUALCOMM INC | 2,150 | $342.4M | 0.12% | |
| 181 | AMLPALPS ETF TR | 6,812 | $332.8M | 0.12% | |
| 182 | IEMGISHARES INC | 5,544 | $332.8M | 0.12% | |
| 183 | CNRGSPDR SERIES TRUST | 5,481 | $325.7M | 0.12% | |
| 184 | ATOATMOS ENERGY CORP | 2,110 | $325.2M | 0.12% | |
| 185 | 4I1PHILIP MORRIS INTL INC | 1,762 | $321.0M | 0.12% | |
| 186 | CEF/USPROTT PHYSICAL GOLD & SILVE | 10,609 | $319.3M | 0.12% | |
| 187 | VWOVANGUARD INTL EQUITY INDEX F | 6,380 | $315.5M | 0.11% | |
| 188 | MRKMERCK & CO INC | 3,918 | $310.1M | 0.11% | |
| 189 | BCXBLACKROCK RES & COMMODITIES | 32,781 | $309.8M | 0.11% | |
| 190 | PTLCPACER FDS TR | 6,072 | $308.2M | 0.11% | |
| 191 | SPGIS&P GLOBAL INC | 578 | $304.8M | 0.11% | |
| 192 | ZOCTINNOVATOR ETFS TRUST | 11,719 | $304.6M | 0.11% | |
| 193 | USMVISHARES TR | 3,213 | $301.6M | 0.11% | |
| 194 | FAIFIRST TR EXCHANGE TRADED FD | 5,082 | $301.2M | 0.11% | |
| 195 | MUBISHARES TR | 2,848 | $297.5M | 0.11% | |
| 196 | CTVACORTEVA INC | 3,934 | $293.2M | 0.11% | |
| 197 | PSRINVESCO ACTIVELY MANAGED EXC | 3,161 | $288.6M | 0.11% | |
| 198 | SYKSTRYKER CORPORATION | 726 | $287.2M | 0.10% | |
| 199 | KOCOCA COLA CO | 4,048 | $286.4M | 0.10% | |
| 200 | SOFISOFI TECHNOLOGIES INC | 15,715 | $286.2M | 0.10% |