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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Independent-Wealth-Network
Data Enrichment
58% identified141 identified104 unidentified
Holdings
245 positions • $250.7M total value
Manager:
Search and click to pin securities to the top
Page 3 of 13
46641Q407
Shares:12.5K
Value:$1.4M
% of Portfolio:0.6% ($1.4M/$250.7M)
Shares:133.9K
Value:$1.4M
% of Portfolio:0.6% ($1.4M/$250.7M)
97717X511
Shares:30.7K
Value:$1.3M
% of Portfolio:0.5% ($1.3M/$250.7M)
Shares:103.5K
Value:$1.3M
% of Portfolio:0.5% ($1.3M/$250.7M)
46436E718
Shares:13.1K
Value:$1.3M
% of Portfolio:0.5% ($1.3M/$250.7M)
37954Y483
Shares:75.8K
Value:$1.3M
% of Portfolio:0.5% ($1.3M/$250.7M)
46138G508
Shares:58.4K
Value:$1.2M
% of Portfolio:0.5% ($1.2M/$250.7M)
81369Y506
Shares:12.8K
Value:$1.2M
% of Portfolio:0.5% ($1.2M/$250.7M)
464287457
Shares:14.3K
Value:$1.2M
% of Portfolio:0.5% ($1.2M/$250.7M)
45784N858
Shares:48.2K
Value:$1.1M
% of Portfolio:0.5% ($1.1M/$250.7M)
46138E511
Shares:101.1K
Value:$1.1M
% of Portfolio:0.5% ($1.1M/$250.7M)
464288760
Shares:7.2K
Value:$1.1M
% of Portfolio:0.4% ($1.1M/$250.7M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 2.6K | All Managers (Combined) | $1.5M | 0.6% ($1.5M/$250.7M) | |||
(cusip46641Q407)✕ | 12.5K | All Managers (Combined) | $1.4M | 0.6% ($1.4M/$250.7M) | ||
| 133.9K | All Managers (Combined) | $1.4M | 0.6% ($1.4M/$250.7M) | |||
| 7.0K | All Managers (Combined) | $1.4M | 0.6% ($1.4M/$250.7M) | |||
| 18.8K | YoY -0.21% (-40) | All Managers (Combined) | $1.4M | 0.6% ($1.4M/$250.7M) | ||
(cusip97717X511)✕ | 30.7K | All Managers (Combined) | $1.3M | 0.5% ($1.3M/$250.7M) | ||
| 103.5K | All Managers (Combined) | $1.3M | 0.5% ($1.3M/$250.7M) | |||
(cusip46436E718)✕ | 13.1K | QoQ -1.43% (-191)YoY NEW(+13.1K) | All Managers (Combined) | $1.3M | 0.5% ($1.3M/$250.7M) | YoY NEW(+$1.3M) |
| 19.1K | QoQ +2.16% (+405)YoY +4.59% (+842) | All Managers (Combined) | $1.3M | 0.5% ($1.3M/$250.7M) | ||
(cusip37954Y483)✕ | 75.8K | YoY NEW(+75.8K) | All Managers (Combined) | $1.3M | 0.5% ($1.3M/$250.7M) | YoY NEW(+$1.3M) |
(cusip46138G508)✕ | 58.4K | All Managers (Combined) | $1.2M | 0.5% ($1.2M/$250.7M) | ||
(cusip81369Y506)✕ | 12.8K | All Managers (Combined) | $1.2M | 0.5% ($1.2M/$250.7M) | ||
| 2.7K | QoQ +2.70% (-72) | All Managers (Combined) | $1.2M | 0.5% ($1.2M/$250.7M) | ||
(cusip464287457)✕ | 14.3K | All Managers (Combined) | $1.2M | 0.5% ($1.2M/$250.7M) | ||
(cusip45784N858)✕ | 48.2K | QoQ NEW(+48.2K) YoY NEW(+48.2K) | All Managers (Combined) | $1.1M | 0.5% ($1.1M/$250.7M) | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) |
(cusip46138E511)✕ | 101.1K | All Managers (Combined) | $1.1M | 0.5% ($1.1M/$250.7M) | ||
| 8.3K | QoQ -0.07% (-6)YoY +8.09% (+620) | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$250.7M) | ||
| 49.8K | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$250.7M) | |||
| 18.4K | QoQ -0.35% (-65)YoY -1.04% (-194) | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$250.7M) | ||
(cusip464288760)✕ | 7.2K | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$250.7M) |