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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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.9K

Value:$2.6M

% of Portfolio:1.1% ($2.6M/$250.7M)

464288521

Shares:43.4K

Value:$2.5M

% of Portfolio:1.0% ($2.5M/$250.7M)

AMAZON COM INC

AMZN|023135106

Shares:12.9K

Value:$2.4M

% of Portfolio:1.0% ($2.4M/$250.7M)

921946406

VYM|921946406

Shares:18.7K

Value:$2.4M

% of Portfolio:1.0% ($2.4M/$250.7M)

69374H568

Shares:80.8K

Value:$2.3M

% of Portfolio:0.9% ($2.3M/$250.7M)

33740F623

Shares:50.7K

Value:$2.2M

% of Portfolio:0.9% ($2.2M/$250.7M)

46641Q332

Shares:39.2K

Value:$2.2M

% of Portfolio:0.9% ($2.2M/$250.7M)

46429B747

Shares:21.5K

Value:$2.2M

% of Portfolio:0.9% ($2.2M/$250.7M)

78468R663

Shares:23.5K

Value:$2.2M

% of Portfolio:0.9% ($2.2M/$250.7M)

922908736

VUG|922908736

Shares:5.6K

Value:$2.1M

% of Portfolio:0.8% ($2.1M/$250.7M)

33739E108

Shares:114.6K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$250.7M)

46429B655

Shares:38.6K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$250.7M)

VISA INC.

V|92826C839

Shares:5.3K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$250.7M)

69374H436

Shares:50.6K

Value:$1.8M

% of Portfolio:0.7% ($1.8M/$250.7M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:21.9K

Value:$1.8M

% of Portfolio:0.7% ($1.8M/$250.7M)

032108847

Shares:159.2K

Value:$1.8M

% of Portfolio:0.7% ($1.8M/$250.7M)

Meta Platforms, Inc.

META|30303M102

Shares:3.1K

Value:$1.8M

% of Portfolio:0.7% ($1.8M/$250.7M)

46654Q799

Shares:33.9K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$250.7M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:2

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$250.7M)

33740F755

Shares:53.1K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$250.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.9K	QoQ -1.55% (-78) YoY +4.56% (+216)	All Managers (Combined)	$2.6M	1.1% ($2.6M/$250.7M)	QoQ +15.67% (-$357.1K) YoY +32.43% (+$645.4K)
(cusip464288521)✕	43.4K	QoQ +2.28% (+969) YoY +3.55% (+1.5K)	All Managers (Combined)	$2.5M	1.0% ($2.5M/$250.7M)	QoQ +2.79% (+$68.1K) YoY +10.87% (+$245.2K)
AMAZON COM INC(AMZNcusip023135106)	12.9K	QoQ -4.46% (-601) YoY +5.33% (+652)	All Managers (Combined)	$2.4M	1.0% ($2.4M/$250.7M)	QoQ -17.14% (-$506.6K) YoY +11.11% (+$244.7K)
(VYMcusip921946406)	18.7K	QoQ +2.86% (+520) YoY +7.11% (+1.2K)	All Managers (Combined)	$2.4M	1.0% ($2.4M/$250.7M)	QoQ +3.97% (+$91.9K) YoY +14.16% (+$298.6K)
(cusip69374H568)✕	80.8K	QoQ -4.26% (-3.6K) YoY +58.18% (+29.7K)	All Managers (Combined)	$2.3M	0.9% ($2.3M/$250.7M)	QoQ -6.68% (-$165.3K) YoY +67.20% (+$927.5K)
(cusip33740F623)✕	50.7K	QoQ +2.65% (-1.3K) YoY +2.57% (+1.3K)	All Managers (Combined)	$2.2M	0.9% ($2.2M/$250.7M)	QoQ -0.81% (-$18.5K) YoY +8.36% (+$173.5K)
(cusip46641Q332)✕	39.2K	QoQ +7.87% (+2.9K) YoY -46.25% (-33.7K)	All Managers (Combined)	$2.2M	0.9% ($2.2M/$250.7M)	QoQ +7.14% (+$149.2K) YoY -46.92% (-$2.0M)
(cusip46429B747)✕	21.5K	QoQ +11.54% (+2.2K) YoY +49.20% (+7.1K)	All Managers (Combined)	$2.2M	0.9% ($2.2M/$250.7M)	QoQ +14.72% (+$286.1K) YoY +55.26% (+$793.3K)
(cusip78468R663)✕	23.5K	QoQ -37.64% (-14.2K) YoY +21.84% (+4.2K)	All Managers (Combined)	$2.2M	0.9% ($2.2M/$250.7M)	QoQ -37.43% (-$1.3M) YoY +21.75% (+$385.3K)
(VUGcusip922908736)	5.6K	QoQ +1.17% (-65) YoY +10.48% (+529)	All Managers (Combined)	$2.1M	0.8% ($2.1M/$250.7M)	QoQ -8.58% (-$194.3K) YoY +19.04% (+$330.8K)
(cusip33739E108)✕	114.6K	QoQ +5.61% (+6.1K) YoY +9.73% (+10.2K)	All Managers (Combined)	$2.0M	0.8% ($2.0M/$250.7M)	QoQ +4.96% (+$95.3K) YoY +11.44% (+$207.0K)
(cusip46429B655)✕	38.6K	QoQ +74.48% (+16.5K) YoY +82.98% (+17.5K)	All Managers (Combined)	$2.0M	0.8% ($2.0M/$250.7M)	QoQ +75.07% (+$845.5K) YoY +82.95% (+$894.1K)
VISA INC.(Vcusip92826C839)	5.3K	QoQ -0.24% (-13) YoY +1.38% (+73)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$250.7M)	QoQ +10.62% (-$179.7K) YoY +27.30% (+$401.4K)
(cusip69374H436)✕	50.6K	QoQ -18.84% (-11.8K) YoY +321.87% (+38.6K)	All Managers (Combined)	$1.8M	0.7% ($1.8M/$250.7M)	QoQ -22.79% (-$545.7K) YoY +330.36% (+$1.4M)
Palantir Technologies Inc.(PLTRcusip69608A108)	21.9K	QoQ +1.95% (+419) YoY -35.57% (-12.1K)	All Managers (Combined)	$1.8M	0.7% ($1.8M/$250.7M)	QoQ +13.77% (+$223.4K) YoY +136.30% (-$1.1M)
(cusip032108847)✕	159.2K	QoQ +10.09% (+14.6K) YoY +26.88% (+33.7K)	All Managers (Combined)	$1.8M	0.7% ($1.8M/$250.7M)	QoQ +9.04% (+$150.7K) YoY +20.04% (+$303.3K)
Meta Platforms, Inc.(METAcusip30303M102)	3.1K	QoQ -2.33% (-75) YoY +2.55% (+78)	All Managers (Combined)	$1.8M	0.7% ($1.8M/$250.7M)	QoQ -3.85% (-$72.3K) YoY +21.73% (+$322.5K)
(cusip46654Q799)✕	33.9K	QoQ +2.94% (+971) YoY NEW(+33.9K)	All Managers (Combined)	$1.7M	0.7% ($1.7M/$250.7M)	QoQ +3.51% (+$58.1K) YoY NEW(+$1.7M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	2	QoQ NEW(+2) YoY NEW(+2)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$250.7M)	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
(cusip33740F755)✕	53.1K	QoQ +26.50% (+11.1K) YoY +80.97% (+23.8K)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$250.7M)	QoQ +23.26% (+$297.5K) YoY +92.17% (+$756.1K)