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",
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  "UBER",
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  null,
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  null,
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  null,
  "BTG",
  "FOF",
  null,
  null,
  null,
  "KYN",
  "VCIT",
  "VIG",
  null,
  null,
  null,
  "TOST",
  "TSCO",
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  "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,
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  "WFC",
  null,
  null,
  null,
  null,
  null,
  "ET",
  "SOFI",
  null,
  "DVY",
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  null,
  null,
  "PSX",
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  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:

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DNP SELECT INCOME FUND INC

DNP|23325P104

Shares:11.5K

Value:$113.9K

% of Portfolio:0.0% ($113.9K/$250.7M)

B&G Foods, Inc.

BGS|05508R106

Shares:15.9K

Value:$109.3K

% of Portfolio:0.0% ($109.3K/$250.7M)

B2GOLD CORP

BTG|11777Q209

Shares:10.0K

Value:$28.5K

% of Portfolio:0.0% ($28.5K/$250.7M)

Akebia Therapeutics, Inc.

AKBA|00972D105

Shares:13.0K

Value:$25.0K

% of Portfolio:0.0% ($25.0K/$250.7M)

NORTHERN DYNASTY MINERALS LTD

NAK|66510M204

Shares:15.8K

Value:$18.2K

% of Portfolio:0.0% ($18.2K/$250.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
DNP SELECT INCOME FUND INC(DNPcusip23325P104)	11.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$113.9K	0.0% ($113.9K/$250.7M)	QoQ +12.13% (+$12.3K) YoY +9.04% (+$9.4K)
B&G Foods, Inc.(BGScusip05508R106)	15.9K	QoQ +41.86% (+4.7K) YoY NEW(+15.9K)	All Managers (Combined)	$109.3K	0.0% ($109.3K/$250.7M)	QoQ +41.44% (+$32.0K) YoY NEW(+$109.3K)
B2GOLD CORP(BTGcusip11777Q209)	10.0K	QoQ NEW(+10.0K) YoY 0.00% (+0)	All Managers (Combined)	$28.5K	0.0% ($28.5K/$250.7M)	QoQ NEW(+$28.5K) YoY +9.19% (+$2.4K)
Akebia Therapeutics, Inc.(AKBAcusip00972D105)	13.0K	QoQ 0.00% (+0) YoY +8.33% (+1.0K)	All Managers (Combined)	$25.0K	0.0% ($25.0K/$250.7M)	QoQ +1.05% (+$260) YoY +13.66% (+$3.0K)
NORTHERN DYNASTY MINERALS LTD(NAKcusip66510M204)	15.8K	QoQ -0.37% (-60) YoY -1.00% (-160)	All Managers (Combined)	$18.2K	0.0% ($18.2K/$250.7M)	QoQ +97.01% (-$8.9K) YoY +258.02% (-$13.1K)