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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14020V108

Shares:32.2K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$250.7M)

78468R804

Shares:6.1K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$250.7M)

66538H591

Shares:20.8K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$250.7M)

HOME DEPOT, INC.

HD|437076102

Shares:2.8K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$250.7M)

92206C870

VCIT|92206C870

Shares:12.6K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$250.7M)

EXXON MOBIL CORP

XOM|30231G102

Shares:8.6K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$250.7M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.0K

Value:$985.9K

% of Portfolio:0.4% ($985.9K/$250.7M)

922908553

VNQ|922908553

Shares:10.8K

Value:$981.3K

% of Portfolio:0.4% ($981.3K/$250.7M)

922908595

VBK|922908595

Shares:3.8K

Value:$965.9K

% of Portfolio:0.4% ($965.9K/$250.7M)

72201R833

Shares:9.5K

Value:$953.8K

% of Portfolio:0.4% ($953.8K/$250.7M)

921908844

VIG|921908844

Shares:4.9K

Value:$951.8K

% of Portfolio:0.4% ($951.8K/$250.7M)

46137V464

Shares:8.1K

Value:$920.8K

% of Portfolio:0.4% ($920.8K/$250.7M)

922020805

Shares:18.1K

Value:$905.1K

% of Portfolio:0.4% ($905.1K/$250.7M)

464285204

Shares:15.2K

Value:$898.4K

% of Portfolio:0.4% ($898.4K/$250.7M)

032108664

Shares:12.3K

Value:$885.6K

% of Portfolio:0.4% ($885.6K/$250.7M)

464287465

EFA|464287465

Shares:10.8K

Value:$885.0K

% of Portfolio:0.4% ($885.0K/$250.7M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:4.1K

Value:$873.3K

% of Portfolio:0.3% ($873.3K/$250.7M)

Tesla, Inc.

TSLA|88160R101

Shares:3.4K

Value:$872.1K

% of Portfolio:0.3% ($872.1K/$250.7M)

33739Q408

Shares:14.5K

Value:$869.0K

% of Portfolio:0.3% ($869.0K/$250.7M)

464287200

IVV|464287200

Shares:1.5K

Value:$853.6K

% of Portfolio:0.3% ($853.6K/$250.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip14020V108)✕	32.2K	QoQ +15.84% (+4.4K) YoY +171.78% (+20.4K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$250.7M)	QoQ +10.64% (+$103.6K) YoY +191.31% (+$707.3K)
(cusip78468R804)✕	6.1K	QoQ +5.00% (+292) YoY -15.02% (-1.1K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$250.7M)	QoQ +10.61% (+$102.4K) YoY -5.03% (-$56.5K)
(cusip66538H591)✕	20.8K	QoQ -7.10% (-1.6K) YoY +9.85% (+1.9K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$250.7M)	QoQ -13.69% (-$168.1K) YoY +11.33% (+$107.9K)
HOME DEPOT, INC.(HDcusip437076102)	2.8K	QoQ +1.25% (-35) YoY -0.10% (-3)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$250.7M)	QoQ -4.59% (-$49.9K) YoY -4.56% (-$49.6K)
(VCITcusip92206C870)	12.6K	QoQ +7.77% (+910) YoY +30.79% (+3.0K)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$250.7M)	QoQ +9.77% (+$91.9K) YoY +32.82% (+$255.0K)
EXXON MOBIL CORP(XOMcusip30231G102)	8.6K	QoQ +2.83% (+237) YoY +13.99% (+1.1K)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$250.7M)	QoQ +13.68% (+$123.3K) YoY +16.62% (+$145.9K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.0K	QoQ -15.89% (-197) YoY -18.65% (-239)	All Managers (Combined)	$985.9K	0.4% ($985.9K/$250.7M)	QoQ -13.16% (-$149.5K) YoY +5.04% (-$47.3K)
(VNQcusip922908553)	10.8K	QoQ +4.93% (+510) YoY +6.29% (+642)	All Managers (Combined)	$981.3K	0.4% ($981.3K/$250.7M)	QoQ +6.65% (+$61.3K) YoY +11.29% (+$99.6K)
(VBKcusip922908595)	3.8K	QoQ +7.21% (-258) YoY +36.95% (+1.0K)	All Managers (Combined)	$965.9K	0.4% ($965.9K/$250.7M)	QoQ -3.61% (-$36.2K) YoY +32.28% (+$235.7K)
(cusip72201R833)✕	9.5K	QoQ -8.54% (-886) YoY -3.96% (-391)	All Managers (Combined)	$953.8K	0.4% ($953.8K/$250.7M)	QoQ -8.29% (-$86.2K) YoY -3.88% (-$38.6K)
(VIGcusip921908844)	4.9K	QoQ -2.38% (-120) YoY -4.42% (-227)	All Managers (Combined)	$951.8K	0.4% ($951.8K/$250.7M)	QoQ -3.30% (-$32.5K) YoY +1.55% (-$14.6K)
(cusip46137V464)✕	8.1K	QoQ +12.43% (+895) YoY +217.32% (+5.5K)	All Managers (Combined)	$920.8K	0.4% ($920.8K/$250.7M)	QoQ +3.53% (+$31.4K) YoY +214.26% (+$627.8K)
(cusip922020805)✕	18.1K	QoQ -1.43% (-264) YoY +2.23% (+396)	All Managers (Combined)	$905.1K	0.4% ($905.1K/$250.7M)	QoQ +1.57% (-$14.1K) YoY +6.52% (+$55.4K)
(cusip464285204)✕	15.2K	QoQ +22.99% (+2.8K) YoY +30.71% (+3.6K)	All Managers (Combined)	$898.4K	0.4% ($898.4K/$250.7M)	QoQ +46.47% (+$285.0K) YoY +83.44% (+$408.7K)
(cusip032108664)✕	12.3K	QoQ +4.99% (+587) YoY +10.16% (+1.1K)	All Managers (Combined)	$885.6K	0.4% ($885.6K/$250.7M)	QoQ +1.20% (+$10.5K) YoY +23.37% (+$167.8K)
(EFAcusip464287465)	10.8K	QoQ +7.70% (+775) YoY +12.55% (+1.2K)	All Managers (Combined)	$885.0K	0.4% ($885.0K/$250.7M)	QoQ +16.42% (+$124.9K) YoY +15.19% (+$116.7K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	4.1K	QoQ +2.20% (-89) YoY +10.14% (+380)	All Managers (Combined)	$873.3K	0.3% ($873.3K/$250.7M)	QoQ -4.19% (-$38.2K) YoY +13.63% (+$104.8K)
Tesla, Inc.(TSLAcusip88160R101)	3.4K	QoQ -0.47% (-16) YoY +138.14% (+2.0K)	All Managers (Combined)	$872.1K	0.3% ($872.1K/$250.7M)	QoQ -36.12% (-$493.2K) YoY +251.11% (+$623.7K)
(cusip33739Q408)✕	14.5K	QoQ -14.76% (-2.5K) YoY -28.99% (-5.9K)	All Managers (Combined)	$869.0K	0.3% ($869.0K/$250.7M)	QoQ -14.66% (-$149.3K) YoY -28.72% (-$350.3K)
(IVVcusip464287200)	1.5K	QoQ -3.86% (-61) YoY -6.98% (-114)	All Managers (Combined)	$853.6K	0.3% ($853.6K/$250.7M)	QoQ -8.22% (-$76.5K) YoY -0.54% (-$4.7K)