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 12 of 13

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808524201

SCHX|808524201

Shares:9.7K

Value:$213.3K

% of Portfolio:0.1% ($213.3K/$250.7M)

Uber Technologies, Inc

UBER|90353T100

Shares:2.9K

Value:$212.4K

% of Portfolio:0.1% ($212.4K/$250.7M)

WEST BANCORPORATION INC

WTBA|95123P106

Shares:10.6K

Value:$211.4K

% of Portfolio:0.1% ($211.4K/$250.7M)

CINTAS CORP

CTAS|172908105

Shares:1.0K

Value:$211.3K

% of Portfolio:0.1% ($211.3K/$250.7M)

46434G103

IEMG|46434G103

Shares:3.9K

Value:$207.8K

% of Portfolio:0.1% ($207.8K/$250.7M)

Snap-on Inc

SNA|833034101

Shares:611

Value:$205.9K

% of Portfolio:0.1% ($205.9K/$250.7M)

Toast, Inc.

TOST|888787108

Shares:6.1K

Value:$203.4K

% of Portfolio:0.1% ($203.4K/$250.7M)

46138E362

Shares:4.0K

Value:$202.7K

% of Portfolio:0.1% ($202.7K/$250.7M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:663

Value:$202.4K

% of Portfolio:0.1% ($202.4K/$250.7M)

FASTENAL CO

FAST|311900104

Shares:2.6K

Value:$201.4K

% of Portfolio:0.1% ($201.4K/$250.7M)

33734X838

Shares:15.2K

Value:$201.4K

% of Portfolio:0.1% ($201.4K/$250.7M)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:830

Value:$201.3K

% of Portfolio:0.1% ($201.3K/$250.7M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:2.8K

Value:$200.2K

% of Portfolio:0.1% ($200.2K/$250.7M)

SoFi Technologies, Inc.

SOFI|83406F102

Shares:16.1K

Value:$187.4K

% of Portfolio:0.1% ($187.4K/$250.7M)

Walgreens Boots Alliance, Inc.

WBA|931427108

Shares:14.2K

Value:$158.6K

% of Portfolio:0.1% ($158.6K/$250.7M)

NUVEEN REAL ESTATE INCOME FUND

JRS|67071B108

Shares:18.7K

Value:$153.7K

% of Portfolio:0.1% ($153.7K/$250.7M)

URANIUM ENERGY CORP

UEC|916896103

Shares:31.5K

Value:$150.5K

% of Portfolio:0.1% ($150.5K/$250.7M)

Rivian Automotive, Inc. / DE

RIVN|76954A103

Shares:11.4K

Value:$142.3K

% of Portfolio:0.1% ($142.3K/$250.7M)

Cohen & Steers Closed-End Opportunity Fund, Inc.

FOF|19248P106

Shares:10.1K

Value:$122.5K

% of Portfolio:0.0% ($122.5K/$250.7M)

Granite Ridge Resources, Inc.

GRNT|387432107

Shares:20.1K

Value:$122.0K

% of Portfolio:0.0% ($122.0K/$250.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHXcusip808524201)	9.7K	QoQ -7.19% (-749) YoY +79.53% (-4.3K)	All Managers (Combined)	$213.3K	0.1% ($213.3K/$250.7M)	QoQ -11.60% (-$28.0K) YoY -36.12% (-$120.6K)
Uber Technologies, Inc(UBERcusip90353T100)	2.9K	QoQ NEW(+2.9K) YoY -22.12% (-828)	All Managers (Combined)	$212.4K	0.1% ($212.4K/$250.7M)	QoQ NEW(+$212.4K) YoY -26.29% (-$75.8K)
WEST BANCORPORATION INC(WTBAcusip95123P106)	10.6K	QoQ +1.48% (-155) YoY +3.88% (+397)	All Managers (Combined)	$211.4K	0.1% ($211.4K/$250.7M)	QoQ -6.53% (-$14.8K) YoY +16.18% (+$29.5K)
CINTAS CORP(CTAScusip172908105)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$211.3K	0.1% ($211.3K/$250.7M)	QoQ NEW(+$211.3K) YoY NEW(+$211.3K)
(IEMGcusip46434G103)	3.9K	QoQ NEW(+3.9K) YoY NEW(+3.9K)	All Managers (Combined)	$207.8K	0.1% ($207.8K/$250.7M)	QoQ NEW(+$207.8K) YoY NEW(+$207.8K)
Snap-on Inc(SNAcusip833034101)	611	QoQ NEW(+611) YoY NEW(+611)	All Managers (Combined)	$205.9K	0.1% ($205.9K/$250.7M)	QoQ NEW(+$205.9K) YoY NEW(+$205.9K)
Toast, Inc.(TOSTcusip888787108)	6.1K	QoQ -12.17% (-850) YoY NEW(+6.1K)	All Managers (Combined)	$203.4K	0.1% ($203.4K/$250.7M)	QoQ -20.07% (-$51.1K) YoY NEW(+$203.4K)
(cusip46138E362)✕	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$202.7K	0.1% ($202.7K/$250.7M)	QoQ NEW(+$202.7K) YoY NEW(+$202.7K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	663	QoQ -18.65% (-152) YoY -18.84% (-154)	All Managers (Combined)	$202.4K	0.1% ($202.4K/$250.7M)	QoQ -15.10% (-$36.0K) YoY -0.73% (-$1.5K)
FASTENAL CO(FASTcusip311900104)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$201.4K	0.1% ($201.4K/$250.7M)	QoQ NEW(+$201.4K) YoY NEW(+$201.4K)
(cusip33734X838)✕	15.2K	QoQ -10.04% (-1.7K) YoY -42.76% (-11.4K)	All Managers (Combined)	$201.4K	0.1% ($201.4K/$250.7M)	QoQ -0.96% (-$2.0K) YoY -42.91% (-$151.4K)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	830	QoQ NEW(+830) YoY NEW(+830)	All Managers (Combined)	$201.3K	0.1% ($201.3K/$250.7M)	QoQ NEW(+$201.3K) YoY NEW(+$201.3K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	2.8K	QoQ -3.66% (-106) YoY -24.19% (-890)	All Managers (Combined)	$200.2K	0.1% ($200.2K/$250.7M)	QoQ -1.53% (-$3.1K) YoY -6.10% (-$13.0K)
SoFi Technologies, Inc.(SOFIcusip83406F102)	16.1K	QoQ -25.95% (-5.6K) YoY -21.10% (-4.3K)	All Managers (Combined)	$187.4K	0.1% ($187.4K/$250.7M)	QoQ -44.07% (-$147.7K) YoY +25.69% (-$38.3K)
Walgreens Boots Alliance, Inc.(WBAcusip931427108)	14.2K	QoQ +26.35% (+3.0K) YoY NEW(+14.2K)	All Managers (Combined)	$158.6K	0.1% ($158.6K/$250.7M)	QoQ +51.27% (+$53.8K) YoY NEW(+$158.6K)
NUVEEN REAL ESTATE INCOME FUND(JRScusip67071B108)	18.7K	QoQ -5.62% (-1.1K) YoY +4.69% (+837)	All Managers (Combined)	$153.7K	0.1% ($153.7K/$250.7M)	QoQ -9.89% (-$16.9K) YoY +9.20% (+$13.0K)
URANIUM ENERGY CORP(UECcusip916896103)	31.5K	QoQ -6.13% (-2.1K) YoY NEW(+31.5K)	All Managers (Combined)	$150.5K	0.1% ($150.5K/$250.7M)	QoQ -32.93% (-$73.9K) YoY NEW(+$150.5K)
Rivian Automotive, Inc. / DE(RIVNcusip76954A103)	11.4K	QoQ NEW(+11.4K) YoY NEW(+11.4K)	All Managers (Combined)	$142.3K	0.1% ($142.3K/$250.7M)	QoQ NEW(+$142.3K) YoY NEW(+$142.3K)
Cohen & Steers Closed-End Opportunity Fund, Inc.(FOFcusip19248P106)	10.1K	QoQ NEW(+10.1K) YoY -20.69% (-2.6K)	All Managers (Combined)	$122.5K	0.0% ($122.5K/$250.7M)	QoQ NEW(+$122.5K) YoY -18.11% (-$27.1K)
Granite Ridge Resources, Inc.(GRNTcusip387432107)	20.1K	QoQ +24.60% (+4.0K) YoY +64.55% (+7.9K)	All Managers (Combined)	$122.0K	0.0% ($122.0K/$250.7M)	QoQ +17.28% (+$18.0K) YoY +53.92% (+$42.7K)