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 |
|---|---|---|---|---|---|
| 201 | TOSTTOAST INC | 6,441 | $285.3M | 0.10% | |
| 202 | TMUST-MOBILE US INC | 1,187 | $282.8M | 0.10% | |
| 203 | GPNGLOBAL PMTS INC | 3,516 | $281.4M | 0.10% | |
| 204 | FIIGFIRST TR EXCHANGE-TRADED FD | 13,332 | $279.7M | 0.10% | |
| 205 | FFEBFIRST TR EXCHNG TRADED FD VI | 5,270 | $276.2M | 0.10% | |
| 206 | UBERUBER TECHNOLOGIES INC | 2,954 | $275.6M | 0.10% | |
| 207 | BABAALIBABA GROUP HLDG LTD | 2,420 | $274.4M | 0.10% | |
| 208 | XYZBLOCK INC | 3,922 | $266.4M | 0.10% | |
| 209 | APHAMPHENOL CORP NEW | 2,695 | $266.1M | 0.10% | |
| 210 | ORCLORACLE CORP | 1,215 | $265.7M | 0.10% | |
| 211 | BNDXVANGUARD CHARLOTTE FDS | 5,316 | $263.2M | 0.10% | |
| 212 | ZJANINNOVATOR ETFS TRUST | 9,983 | $262.8M | 0.10% | |
| 213 | PEPPEPSICO INC | 1,965 | $259.5M | 0.09% | |
| 214 | HFXINEW YORK LIFE INVESTMENTS ET | 8,718 | $256.9M | 0.09% | |
| 215 | WECWEC ENERGY GROUP INC | 2,464 | $256.8M | 0.09% | |
| 216 | SDVDFIRST TR EXCH TRADED FD III | 12,470 | $255.8M | 0.09% | |
| 217 | MDLZMONDELEZ INTL INC | 3,732 | $251.7M | 0.09% | |
| 218 | JGHNUVEEN GLOBAL HIGH INCOME FD | 19,434 | $251.3M | 0.09% | |
| 219 | TXNTEXAS INSTRS INC | 1,197 | $248.5M | 0.09% | |
| 220 | SCHXSCHWAB STRATEGIC TR | 10,021 | $244.9M | 0.09% | |
| 221 | DVNDEVON ENERGY CORP NEW | 7,693 | $244.7M | 0.09% | |
| 222 | TSCOTRACTOR SUPPLY CO | 4,556 | $240.4M | 0.09% | |
| 223 | CITCINTAS CORP | 1,077 | $240.0M | 0.09% | |
| 224 | JEPQJ P MORGAN EXCHANGE TRADED F | 4,408 | $239.8M | 0.09% | |
| 225 | ENBENBRIDGE INC | 5,247 | $237.8M | 0.09% | |
| 226 | MCDMCDONALDS CORP | 808 | $236.1M | 0.09% | |
| 227 | TTTRANE TECHNOLOGIES PLC | 535 | $233.8M | 0.09% | |
| 228 | COWZPACER FDS TR | 4,239 | $233.6M | 0.08% | |
| 229 | MMM3M CO | 1,529 | $232.8M | 0.08% | |
| 230 | INTUINTUIT | 292 | $230.0M | 0.08% | |
| 231 | FASTFASTENAL CO | 5,447 | $228.8M | 0.08% | |
| 232 | WFCWELLS FARGO CO NEW | 2,843 | $227.8M | 0.08% | |
| 233 | RSGREPUBLIC SVCS INC | 923 | $227.7M | 0.08% | |
| 234 | ACWVISHARES INC | 1,892 | $224.3M | 0.08% | |
| 235 | BUFZFIRST TR EXCHNG TRADED FD VI | 8,938 | $222.8M | 0.08% | |
| 236 | INTCINTEL CORP | 9,927 | $222.4M | 0.08% | |
| 237 | HYGISHARES TR | 2,747 | $221.6M | 0.08% | |
| 238 | U6ZURANIUM ENERGY CORP | 31,509 | $214.3M | 0.08% | |
| 239 | ADPAUTOMATIC DATA PROCESSING IN | 695 | $214.2M | 0.08% | |
| 240 | PSXPHILLIPS 66 | 1,772 | $211.4M | 0.08% | |
| 241 | IMCGISHARES TR | 2,634 | $211.3M | 0.08% | |
| 242 | BRBROADRIDGE FINL SOLUTIONS IN | 858 | $208.6M | 0.08% | |
| 243 | FTRIFIRST TR EXCHANGE TRADED FD | 14,646 | $208.4M | 0.08% | |
| 244 | VBRVANGUARD INDEX FDS | 1,067 | $208.1M | 0.08% | |
| 245 | FDLFIRST TR EXCHANGE-TRADED FD | 4,927 | $206.3M | 0.08% | |
| 246 | VTVANGUARD INTL EQUITY INDEX F | 1,566 | $201.2M | 0.07% | |
| 247 | APPAPPLOVIN CORP | 573 | $200.6M | 0.07% | |
| 248 | JRSNUVEEN REAL ESTATE INCOME FD | 21,600 | $168.0M | 0.06% | |
| 249 | RIVNRIVIAN AUTOMOTIVE INC | 12,212 | $167.8M | 0.06% | |
| 250 | GRNTGRANITE RIDGE RESOURCES INC | 21,164 | $134.8M | 0.05% | |
| 251 | WBAWALGREENS BOOTS ALLIANCE INC | 11,145 | $127.9M | 0.05% | |
| 252 | FFORD MTR CO | 11,684 | $126.8M | 0.05% | |
| 253 | XFOFXCOHEN & STEERS CLOSED-END OP | 10,032 | $126.6M | 0.05% | |
| 254 | DNPDNP SELECT INCOME FD INC | 11,520 | $112.8M | 0.04% | |
| 255 | DHRB & G FOODS INC NEW | 21,375 | $90.4M | 0.03% | |
| 256 | AKBAAKEBIA THERAPEUTICS INC | 13,003 | $47.3M | 0.02% | |
| 257 | BTOB2GOLD CORP | 10,000 | $36.1M | 0.01% | |
| 258 | NAKNORTHERN DYNASTY MINERALS LT | 15,730 | $21.1M | 0.01% |
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