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 |
|---|---|---|---|---|---|
| 1 | SPYMSPDR SER TR | 143,876 | $9.5B | 3.77% | |
| 2 | SPYGSPDR SER TR | 117,575 | $9.4B | 3.77% | |
| 3 | JPSTJ P MORGAN EXCHANGE TRADED F | 183,083 | $9.3B | 3.70% | |
| 4 | CATCATERPILLAR INC | 26,546 | $8.8B | 3.49% | |
| 5 | SPYVSPDR SER TR | 136,189 | $7.0B | 2.77% | |
| 6 | ILTBISHARES TR | 103,257 | $5.2B | 2.06% | |
| 7 | CVXCHEVRON CORP NEW | 29,885 | $5.0B | 1.99% | |
| 8 | FLRTPACER FDS TR | 105,107 | $4.9B | 1.97% | |
| 9 | ACWIISHARES TR | 40,499 | $4.7B | 1.88% | |
| 10 | AAPLAPPLE INC | 20,827 | $4.6B | 1.85% | |
| 11 | DFUSDIMENSIONAL ETF TRUST | 65,309 | $3.9B | 1.58% | |
| 12 | SPABSPDR SER TR | 152,475 | $3.9B | 1.55% | |
| 13 | SPYDSPDR SER TR | 85,135 | $3.8B | 1.50% | |
| 14 | MSFTMICROSOFT CORP | 9,770 | $3.7B | 1.46% | |
| 15 | VOOVANGUARD INDEX FDS | 6,071 | $3.1B | 1.24% | |
| 16 | RDFICOLLABORATIVE INVESTMNT SER | 129,061 | $3.1B | 1.22% | |
| 17 | GQ9SPDR GOLD TR | 10,518 | $3.0B | 1.21% | |
| 18 | SLVISHARES SILVER TR | 93,933 | $2.9B | 1.16% | |
| 19 | NDQINVESCO QQQ TR | 5,813 | $2.7B | 1.09% | |
| 20 | NVDANVIDIA CORPORATION | 24,668 | $2.7B | 1.07% | |
| 21 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,948 | $2.6B | 1.05% | |
| 22 | USRTISHARES TR | 43,408 | $2.5B | 1.00% | |
| 23 | AMZNAMAZON COM INC | 12,864 | $2.4B | 0.98% | |
| 24 | VYMVANGUARD WHITEHALL FDS | 18,656 | $2.4B | 0.96% | |
| 25 | PSFFPACER FDS TR | 80,827 | $2.3B | 0.92% | |
| 26 | FJANFIRST TR EXCHNG TRADED FD VI | 50,662 | $2.2B | 0.90% | |
| 27 | JEPIJ P MORGAN EXCHANGE TRADED F | 39,161 | $2.2B | 0.89% | |
| 28 | STIPISHARES TR | 21,539 | $2.2B | 0.89% | |
| 29 | BILSPDR SER TR | 23,512 | $2.2B | 0.86% | |
| 30 | VUGVANGUARD INDEX FDS | 5,576 | $2.1B | 0.82% | |
| 31 | XFEBFIRST TR EXCH TRADED FD III | 114,622 | $2.0B | 0.80% | |
| 32 | FLOTISHARES TR | 38,626 | $2.0B | 0.79% | |
| 33 | VVISA INC | 5,340 | $1.9B | 0.75% | |
| 34 | QDPLPACER FDS TR | 50,600 | $1.8B | 0.74% | |
| 35 | PLTRPALANTIR TECHNOLOGIES INC | 21,865 | $1.8B | 0.74% | |
| 36 | YYY*AMPLIFY ETF TR | 159,164 | $1.8B | 0.72% | |
| 37 | METAMETA PLATFORMS INC | 3,133 | $1.8B | 0.72% | |
| 38 | JMHIJ P MORGAN EXCHANGE TRADED F | 33,917 | $1.7B | 0.68% | |
| 39 | BRK-BBERKSHIRE HATHAWAY INC DEL | 2 | $1.6B | 0.64% | |
| 40 | BUFRFIRST TR EXCHNG TRADED FD VI | 53,094 | $1.6B | 0.63% | |
| 41 | SPYSPDR S&P 500 ETF TR | 2,618 | $1.5B | 0.58% | |
| 42 | JPUSJ P MORGAN EXCHANGE TRADED F | 12,524 | $1.4B | 0.58% | |
| 43 | XAWFXALLIANCEBERNSTEIN GLOBAL HIG | 133,882 | $1.4B | 0.57% | |
| 44 | XLKSELECT SECTOR SPDR TR | 6,951 | $1.4B | 0.57% | |
| 45 | BNDVANGUARD BD INDEX FDS | 18,831 | $1.4B | 0.55% | |
| 46 | AGGYWISDOMTREE TR | 30,697 | $1.3B | 0.53% | |
| 47 | KYNKAYNE ANDERSON ENERGY INFRST | 103,487 | $1.3B | 0.53% | |
| 48 | SGOVISHARES TR | 13,093 | $1.3B | 0.53% | |
| 49 | KRKROGER CO | 19,148 | $1.3B | 0.52% | |
| 50 | QYLDGLOBAL X FDS | 75,767 | $1.3B | 0.50% | |
| 51 | BKLNINVESCO EXCH TRADED FD TR II | 58,360 | $1.2B | 0.48% | |
| 52 | XLESELECT SECTOR SPDR TR | 12,796 | $1.2B | 0.48% | |
| 53 | MSIMOTOROLA SOLUTIONS INC | 2,730 | $1.2B | 0.48% | |
| 54 | SHYISHARES TR | 14,315 | $1.2B | 0.47% | |
| 55 | UJANINNOVATOR ETFS TRUST | 48,158 | $1.1B | 0.45% | |
| 56 | PGXINVESCO EXCH TRADED FD TR II | 101,122 | $1.1B | 0.45% | |
| 57 | AQLTISHARES TR | 8,283 | $1.1B | 0.44% | |
| 58 | ARCCARES CAPITAL CORP | 49,774 | $1.1B | 0.44% | |
| 59 | MOALTRIA GROUP INC | 18,356 | $1.1B | 0.44% | |
| 60 | ITA*ISHARES TR | 7,193 | $1.1B | 0.44% | |
| 61 | CGUSCAPITAL GROUP CORE EQUITY ET | 32,244 | $1.1B | 0.43% | |
| 62 | LGLVSPDR SER TR | 6,127 | $1.1B | 0.43% | |
| 63 | SECTNORTHERN LTS FD TR IV | 20,752 | $1.1B | 0.42% | |
| 64 | HDHOME DEPOT INC | 2,827 | $1.0B | 0.41% | |
| 65 | VCITVANGUARD SCOTTSDALE FDS | 12,619 | $1.0B | 0.41% | |
| 66 | XOMEXXON MOBIL CORP | 8,611 | $1.0B | 0.41% | |
| 67 | COSTCOSTCO WHSL CORP NEW | 1,042 | $985.9M | 0.39% | |
| 68 | VNQVANGUARD INDEX FDS | 10,838 | $981.3M | 0.39% | |
| 69 | VBKVANGUARD INDEX FDS | 3,836 | $965.9M | 0.39% | |
| 70 | MINTPIMCO ETF TR | 9,479 | $953.8M | 0.38% | |
| 71 | VIGVANGUARD SPECIALIZED FUNDS | 4,906 | $951.8M | 0.38% | |
| 72 | XMMOINVESCO EXCHANGE TRADED FD T | 8,095 | $920.8M | 0.37% | |
| 73 | VTIPVANGUARD MALVERN FDS | 18,139 | $905.1M | 0.36% | |
| 74 | IAU*ISHARES GOLD TR | 15,237 | $898.4M | 0.36% | |
| 75 | HACKAMPLIFY ETF TR | 12,334 | $885.6M | 0.35% | |
| 76 | EFAISHARES TR | 10,828 | $885.0M | 0.35% | |
| 77 | HONHONEYWELL INTL INC | 4,124 | $873.3M | 0.35% | |
| 78 | TSLATESLA INC | 3,365 | $872.1M | 0.35% | |
| 79 | FTSMFIRST TR EXCHANGE-TRADED FD | 14,522 | $869.0M | 0.35% | |
| 80 | IVVISHARES TR | 1,519 | $853.6M | 0.34% | |
| 81 | ETENERGY TRANSFER L P | 45,781 | $851.1M | 0.34% | |
| 82 | BABOEING CO | 4,861 | $829.0M | 0.33% | |
| 83 | SOXXISHARES TR | 3,829 | $720.4M | 0.29% | |
| 84 | CMECME GROUP INC | 2,687 | $712.9M | 0.28% | |
| 85 | JCPBJ P MORGAN EXCHANGE TRADED F | 15,077 | $709.2M | 0.28% | |
| 86 | CLXCLOROX CO DEL | 4,778 | $703.6M | 0.28% | |
| 87 | GOOGALPHABET INC | 4,500 | $703.0M | 0.28% | |
| 88 | HSYHERSHEY CO | 4,043 | $691.4M | 0.28% | |
| 89 | JNJJOHNSON & JOHNSON | 4,164 | $690.6M | 0.28% | |
| 90 | VOTVANGUARD INDEX FDS | 2,796 | $684.1M | 0.27% | |
| 91 | SDVYFIRST TR EXCHANGE-TRADED FD | 20,417 | $684.0M | 0.27% | |
| 92 | CASYCASEYS GEN STORES INC | 1,565 | $679.3M | 0.27% | |
| 93 | SCHGSCHWAB STRATEGIC TR | 26,871 | $672.9M | 0.27% | |
| 94 | EWAISHARES INC | 28,235 | $661.8M | 0.26% | |
| 95 | CGBLCAPITAL GROUP CORE BALANCED | 21,159 | $655.5M | 0.26% | |
| 96 | BUFBINNOVATOR ETFS TRUST | 20,797 | $653.4M | 0.26% | |
| 97 | SPEMSPDR INDEX SHS FDS | 16,224 | $638.7M | 0.25% | |
| 98 | IDV*ISHARES TR | 20,482 | $635.4M | 0.25% | |
| 99 | JSMLJANUS DETROIT STR TR | 10,384 | $632.0M | 0.25% | |
| 100 | AAXJISHARES TR | 8,533 | $631.4M | 0.25% |
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