Independent-Wealth-Network

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  "AAXJ",
  null,
  "MMM",
  "ABT",
  "ABBV",
  "BABA",
  "KSS",
  "GOOGL",
  null,
  "VDE",
  null,
  "T",
  "AWF",
  "CAT",
  "AVGO",
  "ARCC",
  "BGS",
  null,
  null,
  null,
  null,
  null,
  "UEC",
  null,
  null,
  null,
  null,
  "AKBA",
  "HON",
  "HD",
  null,
  null,
  null,
  "MCD",
  null,
  "QCOM",
  "FSCO",
  null,
  "RIVN",
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IVW",
  null,
  "LAC.TO",
  "NAK",
  null,
  null,
  null,
  "JRS",
  "MCN",
  null,
  null,
  "JGH",
  "MA",
  "MSFT",
  "MDLZ",
  "TMUS",
  null,
  null,
  null,
  null,
  "HSY",
  "FAST",
  "IJR",
  "KR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PEP",
  null,
  "DNP",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  null,
  "NVDA",
  "ENB",
  "INTC",
  "PLTR",
  null,
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "SPGI",
  null,
  "SCHX",
  "SHW",
  "SNA",
  "GLD",
  null,
  null,
  null,
  "SPYG",
  null,
  null,
  null,
  "RSG",
  "SPLG",
  "SYK",
  "TXN",
  "UBER",
  "VNQ",
  null,
  "ACWV",
  null,
  "VWO",
  null,
  "BTG",
  "FOF",
  null,
  null,
  null,
  "KYN",
  "VCIT",
  "VIG",
  null,
  null,
  null,
  "TOST",
  "TSCO",
  "TSM",
  "GPN",
  "FSK",
  "VYM",
  "GRNT",
  "ATO",
  "AFL",
  "AMD",
  "WEC",
  null,
  null,
  "AMZN",
  "MSI",
  null,
  null,
  null,
  "IVE",
  null,
  null,
  null,
  null,
  null,
  "CEF",
  null,
  "VGT",
  "VUG",
  "VEA",
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VOT",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WBA",
  null,
  "WTBA",
  "WFC",
  null,
  null,
  null,
  null,
  null,
  "ET",
  "SOFI",
  null,
  "DVY",
  "SCHG",
  null,
  null,
  "PSX",
  "RBLX",
  null,
  null,
  null,
  "SPYV",
  null,
  null,
  null,
  "ADP",
  "BRK-A",
  "BRK-B",
  "BA",
  "BCX",
  "BR",
  "CASY",
  "CVX",
  "CTAS",
  "CSCO",
  "CLX",
  "CME",
  "KO",
  "COST",
  "CTVA",
  "DE",
  "DVN",
  null,
  "DFAX",
  "EFA",
  "USMV",
  "QQQ",
  null,
  "IWM",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 245
Total Value: 250711724
Accession Number: 0001891240-25-000003
Form Type: 13F-HR
CIK: independent-wealth-network
Manager Name: Independent-Wealth-Network

Data Enrichment

58% identified

141 identified104 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

245 positions • $250.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 10 of 13

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46429B697

USMV|46429B697

Shares:3.3K

Value:$304.6K

% of Portfolio:0.1% ($304.6K/$250.7M)

BlackRock Resources & Commodities Strategy Trust

BCX|09257A108

Shares:31.7K

Value:$295.5K

% of Portfolio:0.1% ($295.5K/$250.7M)

78468R655

Shares:5.8K

Value:$292.7K

% of Portfolio:0.1% ($292.7K/$250.7M)

46090A101

Shares:3.1K

Value:$289.9K

% of Portfolio:0.1% ($289.9K/$250.7M)

45784N700

Shares:11.5K

Value:$289.6K

% of Portfolio:0.1% ($289.6K/$250.7M)

PEPSICO INC

PEP|713448108

Shares:1.9K

Value:$282.1K

% of Portfolio:0.1% ($282.1K/$250.7M)

S&P Global Inc.

SPGI|78409V104

Shares:549

Value:$278.9K

% of Portfolio:0.1% ($278.9K/$250.7M)

92204A702

VGT|92204A702

Shares:503

Value:$272.7K

% of Portfolio:0.1% ($272.7K/$250.7M)

Philip Morris International Inc.

PM|718172109

Shares:1.7K

Value:$267.1K

% of Portfolio:0.1% ($267.1K/$250.7M)

STRYKER CORP

SYK|863667101

Shares:711

Value:$264.7K

% of Portfolio:0.1% ($264.7K/$250.7M)

3M CO

MMM|88579Y101

Shares:1.8K

Value:$263.8K

% of Portfolio:0.1% ($263.8K/$250.7M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:503

Value:$263.2K

% of Portfolio:0.1% ($263.2K/$250.7M)

464288307

Shares:3.6K

Value:$259.5K

% of Portfolio:0.1% ($259.5K/$250.7M)

T-Mobile US, Inc.

TMUS|872590104

Shares:972

Value:$259.2K

% of Portfolio:0.1% ($259.2K/$250.7M)

Nuveen Global High Income Fund

JGH|67075G103

Shares:19.8K

Value:$259.2K

% of Portfolio:0.1% ($259.2K/$250.7M)

33740F763

Shares:5.3K

Value:$256.8K

% of Portfolio:0.1% ($256.8K/$250.7M)

33738D820

Shares:12.8K

Value:$255.9K

% of Portfolio:0.1% ($255.9K/$250.7M)

92203J407

BNDX|92203J407

Shares:5.2K

Value:$254.5K

% of Portfolio:0.1% ($254.5K/$250.7M)

464288414

MUB|464288414

Shares:2.4K

Value:$251.4K

% of Portfolio:0.1% ($251.4K/$250.7M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:2.4K

Value:$249.5K

% of Portfolio:0.1% ($249.5K/$250.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(USMVcusip46429B697)	3.3K	QoQ +5.20% (+161) YoY +12.44% (+360)	All Managers (Combined)	$304.6K	0.1% ($304.6K/$250.7M)	QoQ +10.97% (+$30.1K) YoY +26.00% (+$62.9K)
BlackRock Resources & Commodities Strategy Trust(BCXcusip09257A108)	31.7K	QoQ +4.83% (+1.5K) YoY +69.80% (+13.0K)	All Managers (Combined)	$295.5K	0.1% ($295.5K/$250.7M)	QoQ +14.53% (+$37.5K) YoY +74.48% (+$126.1K)
(cusip78468R655)✕	5.8K	QoQ -7.12% (-446) YoY -22.07% (-1.6K)	All Managers (Combined)	$292.7K	0.1% ($292.7K/$250.7M)	QoQ -22.78% (-$86.4K) YoY -39.41% (-$190.4K)
(cusip46090A101)✕	3.1K	QoQ +4.88% (+146) YoY NEW(+3.1K)	All Managers (Combined)	$289.9K	0.1% ($289.9K/$250.7M)	QoQ +7.48% (+$20.2K) YoY NEW(+$289.9K)
(cusip45784N700)✕	11.5K	QoQ -2.18% (-257) YoY NEW(+11.5K)	All Managers (Combined)	$289.6K	0.1% ($289.6K/$250.7M)	QoQ -2.60% (-$7.8K) YoY NEW(+$289.6K)
PEPSICO INC(PEPcusip713448108)	1.9K	QoQ -0.89% (-17) YoY +0.53% (-10)	All Managers (Combined)	$282.1K	0.1% ($282.1K/$250.7M)	QoQ -2.27% (-$6.6K) YoY -13.88% (-$45.5K)
S&P Global Inc.(SPGIcusip78409V104)	549	QoQ -0.90% (-5) YoY +11.13% (+55)	All Managers (Combined)	$278.9K	0.1% ($278.9K/$250.7M)	QoQ +1.10% (-$3.0K) YoY +32.72% (+$68.8K)
(VGTcusip92204A702)	503	QoQ -7.19% (-39) YoY -26.88% (-185)	All Managers (Combined)	$272.7K	0.1% ($272.7K/$250.7M)	QoQ -19.13% (-$64.5K) YoY -24.43% (-$88.2K)
Philip Morris International Inc.(PMcusip718172109)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$267.1K	0.1% ($267.1K/$250.7M)	QoQ NEW(+$267.1K) YoY NEW(+$267.1K)
STRYKER CORP(SYKcusip863667101)	711	QoQ +5.02% (+34) YoY +13.57% (+85)	All Managers (Combined)	$264.7K	0.1% ($264.7K/$250.7M)	QoQ +8.58% (+$20.9K) YoY +18.14% (+$40.6K)
3M CO(MMMcusip88579Y101)	1.8K	QoQ 0.00% (+0) YoY NEW(+1.8K)	All Managers (Combined)	$263.8K	0.1% ($263.8K/$250.7M)	QoQ +13.76% (+$31.9K) YoY NEW(+$263.8K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	503	QoQ +8.40% (+39) YoY +23.28% (+95)	All Managers (Combined)	$263.2K	0.1% ($263.2K/$250.7M)	QoQ +12.10% (+$28.4K) YoY +30.40% (+$61.4K)
(cusip464288307)✕	3.6K	QoQ +30.63% (+852) YoY NEW(+3.6K)	All Managers (Combined)	$259.5K	0.1% ($259.5K/$250.7M)	QoQ +23.52% (+$49.4K) YoY NEW(+$259.5K)
T-Mobile US, Inc.(TMUScusip872590104)	972	QoQ +2.31% (+22) YoY NEW(+972)	All Managers (Combined)	$259.2K	0.1% ($259.2K/$250.7M)	QoQ +23.62% (+$49.5K) YoY NEW(+$259.2K)
Nuveen Global High Income Fund(JGHcusip67075G103)	19.8K	QoQ +2.40% (+466) YoY +3.55% (+680)	All Managers (Combined)	$259.2K	0.1% ($259.2K/$250.7M)	QoQ +4.32% (+$10.7K) YoY +5.98% (+$14.6K)
(cusip33740F763)✕	5.3K	QoQ -3.53% (-193) YoY -4.29% (-236)	All Managers (Combined)	$256.8K	0.1% ($256.8K/$250.7M)	QoQ -5.43% (-$14.8K) YoY +3.14% (-$7.8K)
(cusip33738D820)✕	12.8K	QoQ -2.64% (-348) YoY NEW(+12.8K)	All Managers (Combined)	$255.9K	0.1% ($255.9K/$250.7M)	QoQ -9.63% (-$27.3K) YoY NEW(+$255.9K)
(BNDXcusip92203J407)	5.2K	QoQ +9.53% (+454) YoY NEW(+5.2K)	All Managers (Combined)	$254.5K	0.1% ($254.5K/$250.7M)	QoQ +9.01% (+$21.1K) YoY NEW(+$254.5K)
(MUBcusip464288414)	2.4K	QoQ +20.58% (+407) YoY NEW(+2.4K)	All Managers (Combined)	$251.4K	0.1% ($251.4K/$250.7M)	QoQ +19.35% (+$40.8K) YoY NEW(+$251.4K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	2.4K	QoQ +15.07% (-318) YoY +11.17% (-244)	All Managers (Combined)	$249.5K	0.1% ($249.5K/$250.7M)	QoQ -2.10% (-$5.4K) YoY -36.70% (-$144.7K)