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

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WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:2.3K

Value:$247.4K

% of Portfolio:0.1% ($247.4K/$250.7M)

33738D796

Shares:11.9K

Value:$246.1K

% of Portfolio:0.1% ($246.1K/$250.7M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:1.5K

Value:$245.3K

% of Portfolio:0.1% ($245.3K/$250.7M)

DEVON ENERGY CORP/DE

DVN|25179M103

Shares:6.5K

Value:$242.1K

% of Portfolio:0.1% ($242.1K/$250.7M)

Corteva, Inc.

CTVA|22052L104

Shares:3.8K

Value:$241.6K

% of Portfolio:0.1% ($241.6K/$250.7M)

Mondelez International, Inc.

MDLZ|609207105

Shares:3.5K

Value:$240.5K

% of Portfolio:0.1% ($240.5K/$250.7M)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:4.3K

Value:$238.9K

% of Portfolio:0.1% ($238.9K/$250.7M)

33738R605

Shares:4.3K

Value:$237.2K

% of Portfolio:0.1% ($237.2K/$250.7M)

45409B560

Shares:8.5K

Value:$234.9K

% of Portfolio:0.1% ($234.9K/$250.7M)

MCDONALDS CORP

MCD|580135101

Shares:749

Value:$234.0K

% of Portfolio:0.1% ($234.0K/$250.7M)

ENBRIDGE INC

ENB|29250N105

Shares:5.2K

Value:$230.8K

% of Portfolio:0.1% ($230.8K/$250.7M)

464286525

ACWV|464286525

Shares:2.0K

Value:$229.2K

% of Portfolio:0.1% ($229.2K/$250.7M)

Phillips 66

PSX|718546104

Shares:1.8K

Value:$225.8K

% of Portfolio:0.1% ($225.8K/$250.7M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:1.3K

Value:$225.2K

% of Portfolio:0.1% ($225.2K/$250.7M)

69374H881

Shares:4.1K

Value:$224.4K

% of Portfolio:0.1% ($224.4K/$250.7M)

74347G440

Shares:12.1K

Value:$221.2K

% of Portfolio:0.1% ($221.2K/$250.7M)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:913

Value:$221.2K

% of Portfolio:0.1% ($221.2K/$250.7M)

Roblox Corp

RBLX|771049103

Shares:3.7K

Value:$218.0K

% of Portfolio:0.1% ($218.0K/$250.7M)

464288513

Shares:2.7K

Value:$216.9K

% of Portfolio:0.1% ($216.9K/$250.7M)

INTEL CORP

INTC|458140100

Shares:9.4K

Value:$214.3K

% of Portfolio:0.1% ($214.3K/$250.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
WEC ENERGY GROUP, INC.(WECcusip92939U106)	2.3K	QoQ +0.79% (+18) YoY -8.46% (-210)	All Managers (Combined)	$247.4K	0.1% ($247.4K/$250.7M)	QoQ +16.81% (+$35.6K) YoY +21.47% (-$43.8K)
(cusip33738D796)✕	11.9K	QoQ +11.40% (+1.2K) YoY NEW(+11.9K)	All Managers (Combined)	$246.1K	0.1% ($246.1K/$250.7M)	QoQ +13.03% (+$28.4K) YoY NEW(+$246.1K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	1.5K	QoQ +39.30% (+417) YoY NEW(+1.5K)	All Managers (Combined)	$245.3K	0.1% ($245.3K/$250.7M)	QoQ +17.09% (+$35.8K) YoY NEW(+$245.3K)
DEVON ENERGY CORP/DE(DVNcusip25179M103)	6.5K	QoQ NEW(+6.5K) YoY +57.44% (+2.4K)	All Managers (Combined)	$242.1K	0.1% ($242.1K/$250.7M)	QoQ NEW(+$242.1K) YoY +17.32% (+$35.8K)
Corteva, Inc.(CTVAcusip22052L104)	3.8K	QoQ +3.58% (+133) YoY NEW(+3.8K)	All Managers (Combined)	$241.6K	0.1% ($241.6K/$250.7M)	QoQ +14.42% (+$30.5K) YoY NEW(+$241.6K)
Mondelez International, Inc.(MDLZcusip609207105)	3.5K	QoQ +1.25% (+44) YoY -1.77% (-64)	All Managers (Combined)	$240.5K	0.1% ($240.5K/$250.7M)	QoQ +15.00% (+$31.4K) YoY -4.79% (-$12.1K)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	4.3K	QoQ +5.21% (+215) YoY +433.86% (+3.5K)	All Managers (Combined)	$238.9K	0.1% ($238.9K/$250.7M)	QoQ +9.27% (+$20.3K) YoY +12.40% (+$26.4K)
(cusip33738R605)✕	4.3K	QoQ -5.03% (-229) YoY NEW(+4.3K)	All Managers (Combined)	$237.2K	0.1% ($237.2K/$250.7M)	QoQ -11.78% (-$31.7K) YoY NEW(+$237.2K)
(cusip45409B560)✕	8.5K	QoQ +1.08% (+92) YoY NEW(+8.5K)	All Managers (Combined)	$234.9K	0.1% ($234.9K/$250.7M)	QoQ +6.75% (+$14.9K) YoY NEW(+$234.9K)
MCDONALDS CORP(MCDcusip580135101)	749	QoQ +1.76% (+13) YoY -0.13% (-1)	All Managers (Combined)	$234.0K	0.1% ($234.0K/$250.7M)	QoQ +9.65% (+$20.6K) YoY +10.64% (-$22.5K)
ENBRIDGE INC(ENBcusip29250N105)	5.2K	QoQ +1.20% (+62) YoY NEW(+5.2K)	All Managers (Combined)	$230.8K	0.1% ($230.8K/$250.7M)	QoQ +5.68% (+$12.4K) YoY NEW(+$230.8K)
(ACWVcusip464286525)	2.0K	QoQ +0.10% (+2) YoY -6.98% (-148)	All Managers (Combined)	$229.2K	0.1% ($229.2K/$250.7M)	QoQ +6.67% (+$14.3K) YoY +2.81% (-$6.3K)
Phillips 66(PSXcusip718546104)	1.8K	QoQ -5.57% (-108) YoY +12.48% (-203)	All Managers (Combined)	$225.8K	0.1% ($225.8K/$250.7M)	QoQ +2.28% (-$5.1K) YoY -15.00% (-$39.9K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	1.3K	QoQ +2.20% (-27) YoY +6.00% (+71)	All Managers (Combined)	$225.2K	0.1% ($225.2K/$250.7M)	QoQ -2.05% (-$4.7K) YoY +9.34% (+$19.2K)
(cusip69374H881)✕	4.1K	QoQ +2.68% (-107) YoY -94.55% (-71.2K)	All Managers (Combined)	$224.4K	0.1% ($224.4K/$250.7M)	QoQ -0.44% (-$1.0K) YoY -94.87% (-$4.2M)
(cusip74347G440)✕	12.1K	QoQ NEW(+12.1K) YoY NEW(+12.1K)	All Managers (Combined)	$221.2K	0.1% ($221.2K/$250.7M)	QoQ NEW(+$221.2K) YoY NEW(+$221.2K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	913	QoQ NEW(+913) YoY NEW(+913)	All Managers (Combined)	$221.2K	0.1% ($221.2K/$250.7M)	QoQ NEW(+$221.2K) YoY NEW(+$221.2K)
Roblox Corp(RBLXcusip771049103)	3.7K	QoQ -17.22% (-778) YoY NEW(+3.7K)	All Managers (Combined)	$218.0K	0.1% ($218.0K/$250.7M)	QoQ -16.59% (-$43.4K) YoY NEW(+$218.0K)
(cusip464288513)✕	2.7K	QoQ -0.65% (-18) YoY -42.40% (-2.0K)	All Managers (Combined)	$216.9K	0.1% ($216.9K/$250.7M)	QoQ -0.33% (-$732) YoY -41.54% (-$154.2K)
INTEL CORP(INTCcusip458140100)	9.4K	QoQ NEW(+9.4K) YoY -1.53% (-147)	All Managers (Combined)	$214.3K	0.1% ($214.3K/$250.7M)	QoQ NEW(+$214.3K) YoY -49.37% (-$209.0K)