Independent Wealth Network Inc. Q3 2025 Filing
Filed October 15, 2025
Portfolio Value
$311.1B
Holdings
282
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (282 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | JMHIJ P MORGAN EXCHANGE TRADED F | 6,301 | $318.1M | 0.10% | |
| 202 | FAIFIRST TR EXCHANGE TRADED FD | 5,106 | $316.2M | 0.10% | |
| 203 | PANWPALO ALTO NETWORKS INC | 1,542 | $313.9M | 0.10% | |
| 204 | DVNDEVON ENERGY CORP NEW | 8,768 | $307.4M | 0.10% | |
| 205 | APHAMPHENOL CORP NEW | 2,456 | $303.9M | 0.10% | |
| 206 | CTRACOTERRA ENERGY INC | 12,728 | $301.0M | 0.10% | |
| 207 | FFEBFIRST TR EXCHNG TRADED FD VI | 5,426 | $299.2M | 0.10% | |
| 208 | RBLXROBLOX CORP | 2,139 | $296.3M | 0.10% | |
| 209 | ZOCTINNOVATOR ETFS TRUST | 11,128 | $295.8M | 0.10% | |
| 210 | WECWEC ENERGY GROUP INC | 2,567 | $294.2M | 0.09% | |
| 211 | GPNGLOBAL PMTS INC | 3,508 | $291.4M | 0.09% | |
| 212 | TMUST-MOBILE US INC | 1,216 | $291.1M | 0.09% | |
| 213 | INTCINTEL CORP | 18,268 | $288.4M | 0.09% | Call |
| 214 | JGHNUVEEN GLOBAL HIGH INCOME FD | 21,158 | $286.1M | 0.09% | |
| 215 | 4I1PHILIP MORRIS INTL INC | 1,758 | $285.1M | 0.09% | |
| 216 | SPGIS&P GLOBAL INC | 580 | $282.3M | 0.09% | |
| 217 | SYKSTRYKER CORPORATION | 757 | $279.8M | 0.09% | |
| 218 | PEPPEPSICO INC | 1,987 | $279.1M | 0.09% | |
| 219 | UBERUBER TECHNOLOGIES INC | 2,841 | $278.3M | 0.09% | |
| 220 | FIIGFIRST TR EXCHANGE-TRADED FD | 13,028 | $276.6M | 0.09% | |
| 221 | FSKFS KKR CAP CORP | 18,519 | $276.5M | 0.09% | |
| 222 | SGOLETFS GOLD TR | 7,457 | $274.5M | 0.09% | |
| 223 | BNDXVANGUARD CHARLOTTE FDS | 5,530 | $273.5M | 0.09% | |
| 224 | HYGISHARES TR | 3,308 | $268.6M | 0.09% | |
| 225 | CTVACORTEVA INC | 3,925 | $265.4M | 0.09% | |
| 226 | ENBENBRIDGE INC | 5,247 | $264.8M | 0.09% | |
| 227 | KOCOCA COLA CO | 3,982 | $264.1M | 0.08% | |
| 228 | ZJANINNOVATOR ETFS TRUST | 9,739 | $261.7M | 0.08% | |
| 229 | XYZBLOCK INC | 3,616 | $261.4M | 0.08% | |
| 230 | FASTFASTENAL CO | 5,321 | $260.9M | 0.08% | |
| 231 | TSCOTRACTOR SUPPLY CO | 4,559 | $259.3M | 0.08% | |
| 232 | COWZPACER FDS TR | 4,275 | $245.7M | 0.08% | |
| 233 | PTLCPACER FDS TR | 4,391 | $240.5M | 0.08% | |
| 234 | MCDMCDONALDS CORP | 791 | $240.4M | 0.08% | |
| 235 | WFCWELLS FARGO CO NEW | 2,853 | $239.1M | 0.08% | |
| 236 | MUMICRON TECHNOLOGY INC | 1,411 | $236.1M | 0.08% | |
| 237 | MDLZMONDELEZ INTL INC | 3,756 | $234.6M | 0.08% | |
| 238 | ADBEADOBE INC | 661 | $233.3M | 0.07% | |
| 239 | BUFZFIRST TR EXCHNG TRADED FD VI | 8,878 | $229.9M | 0.07% | |
| 240 | IUSBISHARES TR | 4,912 | $229.4M | 0.07% | |
| 241 | VBRVANGUARD INDEX FDS | 1,098 | $229.3M | 0.07% | |
| 242 | ACWVISHARES INC | 1,911 | $229.2M | 0.07% | |
| 243 | TTTRANE TECHNOLOGIES PLC | 535 | $225.5M | 0.07% | |
| 244 | VAWVANGUARD WORLD FD | 1,097 | $224.7M | 0.07% | |
| 245 | SNASNAP ON INC | 648 | $224.6M | 0.07% | |
| 246 | PSXPHILLIPS 66 | 1,648 | $224.1M | 0.07% | |
| 247 | RSGREPUBLIC SVCS INC | 952 | $218.5M | 0.07% | |
| 248 | VTVANGUARD INTL EQUITY INDEX F | 1,576 | $217.2M | 0.07% | |
| 249 | SCHXSCHWAB STRATEGIC TR | 8,089 | $213.1M | 0.07% | |
| 250 | FDLFIRST TR EXCHANGE-TRADED FD | 4,892 | $212.4M | 0.07% | |
| 251 | TXNTEXAS INSTRS INC | 1,149 | $211.1M | 0.07% | |
| 252 | MEARISHARES U S ETF TR | 4,170 | $210.6M | 0.07% | |
| 253 | SMHVANECK ETF TRUST | 645 | $210.5M | 0.07% | |
| 254 | ROMPROSHARES TR | 2,257 | $209.1M | 0.07% | |
| 255 | BRBROADRIDGE FINL SOLUTIONS IN | 877 | $209.0M | 0.07% | |
| 256 | FTRIFIRST TR EXCHANGE TRADED FD | 13,752 | $209.0M | 0.07% | |
| 257 | TDIVFIRST TR EXCHANGE TRADED FD | 2,118 | $208.8M | 0.07% | |
| 258 | GDGENERAL DYNAMICS CORP | 608 | $207.2M | 0.07% | |
| 259 | SPHYSPDR SERIES TRUST | 8,642 | $206.9M | 0.07% | |
| 260 | ADPAUTOMATIC DATA PROCESSING IN | 704 | $206.5M | 0.07% | |
| 261 | SPHDINVESCO EXCH TRADED FD TR II | 4,174 | $206.4M | 0.07% | |
| 262 | SPDWSPDR INDEX SHS FDS | 4,789 | $204.9M | 0.07% | |
| 263 | RIVNRIVIAN AUTOMOTIVE INC | 13,957 | $204.9M | 0.07% | |
| 264 | BWXTBWX TECHNOLOGIES INC | 1,111 | $204.8M | 0.07% | |
| 265 | MMM3M CO | 1,317 | $204.3M | 0.07% | |
| 266 | CITCINTAS CORP | 994 | $204.0M | 0.07% | |
| 267 | IBMINTERNATIONAL BUSINESS MACHS | 721 | $203.3M | 0.07% | |
| 268 | ITWILLINOIS TOOL WKS INC | 778 | $202.9M | 0.07% | |
| 269 | TOSTTOAST INC | 5,542 | $202.3M | 0.07% | |
| 270 | WTBAWEST BANCORPORATION INC | 9,930 | $201.8M | 0.06% | |
| 271 | JRSNUVEEN REAL ESTATE INCOME FD | 21,594 | $176.6M | 0.06% | |
| 272 | DHRB & G FOODS INC NEW | 36,963 | $163.7M | 0.05% | |
| 273 | YMAXTIDAL TRUST II | 12,643 | $162.0M | 0.05% | |
| 274 | GRNTGRANITE RIDGE RESOURCES INC | 28,174 | $152.4M | 0.05% | |
| 275 | BUTIDAL TRUST II | 27,842 | $152.3M | 0.05% | |
| 276 | FFORD MTR CO | 11,624 | $139.0M | 0.04% | |
| 277 | XFOFXCOHEN & STEERS CLOSED-END OP | 10,035 | $130.9M | 0.04% | |
| 278 | DNPDNP SELECT INCOME FD INC | 11,520 | $115.3M | 0.04% | |
| 279 | BTQBTQ TECHNOLOGIES CORP | 11,563 | $80.0M | 0.03% | |
| 280 | BTOB2GOLD CORP | 10,000 | $49.5M | 0.02% | |
| 281 | AKBAAKEBIA THERAPEUTICS INC | 13,003 | $35.5M | 0.01% | |
| 282 | NAKNORTHERN DYNASTY MINERALS LT | 15,730 | $18.9M | 0.01% |
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