Independent Wealth Network Inc. Q1 2025 Filing

Filed May 2, 2025

Portfolio Value

$250.7M

Holdings

245

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (245 positions)

#	Stock	Shares	Value	% Portfolio
1	SPYMSPDR SER TR	143,876	$9.5M	3.77%
2	SPYGSPDR SER TR	117,575	$9.4M	3.77%
3	JPSTJ P MORGAN EXCHANGE TRADED F	183,083	$9.3M	3.70%
4	CATCATERPILLAR INC	26,546	$8.8M	3.49%
5	SPYVSPDR SER TR	136,189	$7.0M	2.77%
6	ILTBISHARES TR	103,257	$5.2M	2.06%
7	CVXCHEVRON CORP NEW	29,885	$5.0M	1.99%
8	FLRTPACER FDS TR	105,107	$4.9M	1.97%
9	ACWIISHARES TR	40,499	$4.7M	1.88%
10	AAPLAPPLE INC	20,827	$4.6M	1.85%
11	DFUSDIMENSIONAL ETF TRUST	65,309	$3.9M	1.58%
12	SPABSPDR SER TR	152,475	$3.9M	1.55%
13	SPYDSPDR SER TR	85,135	$3.8M	1.50%
14	MSFTMICROSOFT CORP	9,770	$3.7M	1.46%
15	VOOVANGUARD INDEX FDS	6,071	$3.1M	1.24%
16	RDFICOLLABORATIVE INVESTMNT SER	129,061	$3.1M	1.22%
17	GQ9SPDR GOLD TR	10,518	$3.0M	1.21%
18	SLVISHARES SILVER TR	93,933	$2.9M	1.16%
19	NDQINVESCO QQQ TR	5,813	$2.7M	1.09%
20	NVDANVIDIA CORPORATION	24,668	$2.7M	1.07%
21	BRK/BBERKSHIRE HATHAWAY INC DEL	4,948	$2.6M	1.05%
22	USRTISHARES TR	43,408	$2.5M	1.00%
23	AMZNAMAZON COM INC	12,864	$2.4M	0.98%
24	VYMVANGUARD WHITEHALL FDS	18,656	$2.4M	0.96%
25	PSFFPACER FDS TR	80,827	$2.3M	0.92%
26	FJANFIRST TR EXCHNG TRADED FD VI	50,662	$2.2M	0.90%
27	JEPIJ P MORGAN EXCHANGE TRADED F	39,161	$2.2M	0.89%
28	STIPISHARES TR	21,539	$2.2M	0.89%
29	BILSPDR SER TR	23,512	$2.2M	0.86%
30	VUGVANGUARD INDEX FDS	5,576	$2.1M	0.82%
31	XFEBFIRST TR EXCH TRADED FD III	114,622	$2.0M	0.80%
32	FLOTISHARES TR	38,626	$2.0M	0.79%
33	VVISA INC	5,340	$1.9M	0.75%
34	QDPLPACER FDS TR	50,600	$1.8M	0.74%
35	PLTRPALANTIR TECHNOLOGIES INC	21,865	$1.8M	0.74%
36	YYY*AMPLIFY ETF TR	159,164	$1.8M	0.72%
37	METAMETA PLATFORMS INC	3,133	$1.8M	0.72%
38	JMHIJ P MORGAN EXCHANGE TRADED F	33,917	$1.7M	0.68%
39	BRK-BBERKSHIRE HATHAWAY INC DEL	2	$1.6M	0.64%
40	BUFRFIRST TR EXCHNG TRADED FD VI	53,094	$1.6M	0.63%
41	SPYSPDR S&P 500 ETF TR	2,618	$1.5M	0.58%
42	JPUSJ P MORGAN EXCHANGE TRADED F	12,524	$1.4M	0.58%
43	XAWFXALLIANCEBERNSTEIN GLOBAL HIG	133,882	$1.4M	0.57%
44	XLKSELECT SECTOR SPDR TR	6,951	$1.4M	0.57%
45	BNDVANGUARD BD INDEX FDS	18,831	$1.4M	0.55%
46	AGGYWISDOMTREE TR	30,697	$1.3M	0.53%
47	KYNKAYNE ANDERSON ENERGY INFRST	103,487	$1.3M	0.53%
48	SGOVISHARES TR	13,093	$1.3M	0.53%
49	KRKROGER CO	19,148	$1.3M	0.52%
50	QYLDGLOBAL X FDS	75,767	$1.3M	0.50%
51	BKLNINVESCO EXCH TRADED FD TR II	58,360	$1.2M	0.48%
52	XLESELECT SECTOR SPDR TR	12,796	$1.2M	0.48%
53	MSIMOTOROLA SOLUTIONS INC	2,730	$1.2M	0.48%
54	SHYISHARES TR	14,315	$1.2M	0.47%
55	UJANINNOVATOR ETFS TRUST	48,158	$1.1M	0.45%
56	PGXINVESCO EXCH TRADED FD TR II	101,122	$1.1M	0.45%
57	AQLTISHARES TR	8,283	$1.1M	0.44%
58	ARCCARES CAPITAL CORP	49,774	$1.1M	0.44%
59	MOALTRIA GROUP INC	18,356	$1.1M	0.44%
60	ITA*ISHARES TR	7,193	$1.1M	0.44%
61	CGUSCAPITAL GROUP CORE EQUITY ET	32,244	$1.1M	0.43%
62	LGLVSPDR SER TR	6,127	$1.1M	0.43%
63	SECTNORTHERN LTS FD TR IV	20,752	$1.1M	0.42%
64	HDHOME DEPOT INC	2,827	$1.0M	0.41%
65	VCITVANGUARD SCOTTSDALE FDS	12,619	$1.0M	0.41%
66	XOMEXXON MOBIL CORP	8,611	$1.0M	0.41%
67	COSTCOSTCO WHSL CORP NEW	1,042	$986K	0.39%
68	VNQVANGUARD INDEX FDS	10,838	$981K	0.39%
69	VBKVANGUARD INDEX FDS	3,836	$966K	0.39%
70	MINTPIMCO ETF TR	9,479	$954K	0.38%
71	VIGVANGUARD SPECIALIZED FUNDS	4,906	$952K	0.38%
72	XMMOINVESCO EXCHANGE TRADED FD T	8,095	$921K	0.37%
73	VTIPVANGUARD MALVERN FDS	18,139	$905K	0.36%
74	IAU*ISHARES GOLD TR	15,237	$898K	0.36%
75	HACKAMPLIFY ETF TR	12,334	$886K	0.35%
76	EFAISHARES TR	10,828	$885K	0.35%
77	HONHONEYWELL INTL INC	4,124	$873K	0.35%
78	TSLATESLA INC	3,365	$872K	0.35%
79	FTSMFIRST TR EXCHANGE-TRADED FD	14,522	$869K	0.35%
80	IVVISHARES TR	1,519	$854K	0.34%
81	ETENERGY TRANSFER L P	45,781	$851K	0.34%
82	BABOEING CO	4,861	$829K	0.33%
83	SOXXISHARES TR	3,829	$720K	0.29%
84	CMECME GROUP INC	2,687	$713K	0.28%
85	JCPBJ P MORGAN EXCHANGE TRADED F	15,077	$709K	0.28%
86	CLXCLOROX CO DEL	4,778	$704K	0.28%
87	GOOGALPHABET INC	4,500	$703K	0.28%
88	HSYHERSHEY CO	4,043	$691K	0.28%
89	JNJJOHNSON & JOHNSON	4,164	$691K	0.28%
90	VOTVANGUARD INDEX FDS	2,796	$684K	0.27%
91	SDVYFIRST TR EXCHANGE-TRADED FD	20,417	$684K	0.27%
92	CASYCASEYS GEN STORES INC	1,565	$679K	0.27%
93	SCHGSCHWAB STRATEGIC TR	26,871	$673K	0.27%
94	EWAISHARES INC	28,235	$662K	0.26%
95	CGBLCAPITAL GROUP CORE BALANCED	21,159	$656K	0.26%
96	BUFBINNOVATOR ETFS TRUST	20,797	$653K	0.26%
97	SPEMSPDR INDEX SHS FDS	16,224	$639K	0.25%
98	IDV*ISHARES TR	20,482	$635K	0.25%
99	JSMLJANUS DETROIT STR TR	10,384	$632K	0.25%
100	AAXJISHARES TR	8,533	$631K	0.25%

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