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 5 of 13

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Energy Transfer LP

ET|29273V100

Shares:45.8K

Value:$851.1K

% of Portfolio:0.3% ($851.1K/$250.7M)

BOEING CO

BA|097023105

Shares:4.9K

Value:$829.0K

% of Portfolio:0.3% ($829.0K/$250.7M)

464287523

Shares:3.8K

Value:$720.4K

% of Portfolio:0.3% ($720.4K/$250.7M)

CME GROUP INC.

CME|12572Q105

Shares:2.7K

Value:$712.9K

% of Portfolio:0.3% ($712.9K/$250.7M)

46641Q670

Shares:15.1K

Value:$709.2K

% of Portfolio:0.3% ($709.2K/$250.7M)

CLOROX CO /DE/

CLX|189054109

Shares:4.8K

Value:$703.6K

% of Portfolio:0.3% ($703.6K/$250.7M)

Alphabet Inc.

GOOG|02079K107

Shares:4.5K

Value:$703.0K

% of Portfolio:0.3% ($703.0K/$250.7M)

HERSHEY CO

HSY|427866108

Shares:4.0K

Value:$691.4K

% of Portfolio:0.3% ($691.4K/$250.7M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:4.2K

Value:$690.6K

% of Portfolio:0.3% ($690.6K/$250.7M)

922908538

VOT|922908538

Shares:2.8K

Value:$684.1K

% of Portfolio:0.3% ($684.1K/$250.7M)

33741X102

Shares:20.4K

Value:$684.0K

% of Portfolio:0.3% ($684.0K/$250.7M)

CASEYS GENERAL STORES INC

CASY|147528103

Shares:1.6K

Value:$679.3K

% of Portfolio:0.3% ($679.3K/$250.7M)

808524300

SCHG|808524300

Shares:26.9K

Value:$672.9K

% of Portfolio:0.3% ($672.9K/$250.7M)

464286103

Shares:28.2K

Value:$661.8K

% of Portfolio:0.3% ($661.8K/$250.7M)

14021D107

Shares:21.2K

Value:$655.5K

% of Portfolio:0.3% ($655.5K/$250.7M)

45783Y756

Shares:20.8K

Value:$653.4K

% of Portfolio:0.3% ($653.4K/$250.7M)

78463X509

Shares:16.2K

Value:$638.7K

% of Portfolio:0.3% ($638.7K/$250.7M)

464288448

Shares:20.5K

Value:$635.4K

% of Portfolio:0.3% ($635.4K/$250.7M)

47103U100

Shares:10.4K

Value:$632.0K

% of Portfolio:0.3% ($632.0K/$250.7M)

464288182

AAXJ|464288182

Shares:8.5K

Value:$631.4K

% of Portfolio:0.3% ($631.4K/$250.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Energy Transfer LP(ETcusip29273V100)	45.8K	QoQ -3.83% (-1.8K) YoY +0.30% (+138)	All Managers (Combined)	$851.1K	0.3% ($851.1K/$250.7M)	QoQ -8.74% (-$81.5K) YoY +18.54% (+$133.1K)
BOEING CO(BAcusip097023105)	4.9K	QoQ +3.40% (-160) YoY +61.28% (+1.8K)	All Managers (Combined)	$829.0K	0.3% ($829.0K/$250.7M)	QoQ -0.37% (-$3.1K) YoY +42.51% (+$247.3K)
(cusip464287523)✕	3.8K	QoQ -14.81% (-666) YoY +23.00% (+716)	All Managers (Combined)	$720.4K	0.3% ($720.4K/$250.7M)	QoQ -25.62% (-$248.3K) YoY +2.42% (+$17.1K)
CME GROUP INC.(CMEcusip12572Q105)	2.7K	QoQ +0.14% (+4) YoY +2.75% (+72)	All Managers (Combined)	$712.9K	0.3% ($712.9K/$250.7M)	QoQ +14.43% (+$89.9K) YoY +26.64% (+$150.0K)
(cusip46641Q670)✕	15.1K	QoQ +3.59% (+523) YoY NEW(+15.1K)	All Managers (Combined)	$709.2K	0.3% ($709.2K/$250.7M)	QoQ +5.77% (+$38.7K) YoY NEW(+$709.2K)
CLOROX CO /DE/(CLXcusip189054109)	4.8K	QoQ +12.05% (+514) YoY +30.90% (+1.1K)	All Managers (Combined)	$703.6K	0.3% ($703.6K/$250.7M)	QoQ +1.61% (+$11.2K) YoY +25.92% (+$144.8K)
Alphabet Inc.(GOOGcusip02079K107)	4.5K	QoQ -0.96% (-44) YoY +15.00% (+587)	All Managers (Combined)	$703.0K	0.3% ($703.0K/$250.7M)	QoQ -18.77% (-$162.4K) YoY +17.98% (+$107.2K)
HERSHEY CO(HSYcusip427866108)	4.0K	QoQ +2.32% (+92) YoY -6.28% (-271)	All Managers (Combined)	$691.4K	0.3% ($691.4K/$250.7M)	QoQ +3.34% (+$22.4K) YoY -17.60% (-$147.7K)
JOHNSON & JOHNSON(JNJcusip478160104)	4.2K	QoQ -10.91% (-510) YoY -12.90% (-617)	All Managers (Combined)	$690.6K	0.3% ($690.6K/$250.7M)	QoQ +2.16% (-$14.6K) YoY -8.69% (-$65.8K)
(VOTcusip922908538)	2.8K	QoQ -3.28% (-95) YoY -4.14% (-121)	All Managers (Combined)	$684.1K	0.3% ($684.1K/$250.7M)	QoQ -6.74% (-$49.5K) YoY -0.54% (-$3.7K)
(cusip33741X102)✕	20.4K	QoQ -9.18% (-2.1K) YoY +75.66% (+8.8K)	All Managers (Combined)	$684.0K	0.3% ($684.0K/$250.7M)	QoQ -15.13% (-$122.0K) YoY +69.00% (+$279.3K)
CASEYS GENERAL STORES INC(CASYcusip147528103)	1.6K	QoQ +1.36% (+21) YoY +9.67% (+138)	All Managers (Combined)	$679.3K	0.3% ($679.3K/$250.7M)	QoQ +11.03% (+$67.5K) YoY +49.48% (+$224.9K)
(SCHGcusip808524300)	26.9K	QoQ +31.21% (+6.4K) YoY +676.16% (+23.4K)	All Managers (Combined)	$672.9K	0.3% ($672.9K/$250.7M)	QoQ +17.89% (+$102.1K) YoY +109.61% (+$351.9K)
(cusip464286103)✕	28.2K	QoQ +9.01% (+2.3K) YoY +17.77% (+4.3K)	All Managers (Combined)	$661.8K	0.3% ($661.8K/$250.7M)	QoQ +7.09% (+$43.8K) YoY +11.95% (+$70.7K)
(cusip14021D107)✕	21.2K	QoQ +38.55% (+5.9K) YoY NEW(+21.2K)	All Managers (Combined)	$655.5K	0.3% ($655.5K/$250.7M)	QoQ +37.27% (+$178.0K) YoY NEW(+$655.5K)
(cusip45783Y756)✕	20.8K	QoQ +6.93% (+1.3K) YoY +11.51% (+2.1K)	All Managers (Combined)	$653.4K	0.3% ($653.4K/$250.7M)	QoQ +4.02% (+$25.3K) YoY +19.26% (+$105.5K)
(cusip78463X509)✕	16.2K	QoQ +5.37% (+828) YoY +23.10% (+3.0K)	All Managers (Combined)	$638.7K	0.3% ($638.7K/$250.7M)	QoQ +8.11% (+$48.0K) YoY +33.91% (+$161.8K)
(cusip464288448)✕	20.5K	QoQ +3.38% (+670) YoY +9.34% (+1.8K)	All Managers (Combined)	$635.4K	0.3% ($635.4K/$250.7M)	QoQ +17.12% (+$92.9K) YoY +20.96% (+$110.1K)
(cusip47103U100)✕	10.4K	QoQ +5.64% (-555) YoY NEW(+10.4K)	All Managers (Combined)	$632.0K	0.3% ($632.0K/$250.7M)	QoQ -1.91% (-$12.3K) YoY NEW(+$632.0K)
(AAXJcusip464288182)	8.5K	QoQ +8.61% (+677) YoY +5.31% (+431)	All Managers (Combined)	$631.4K	0.3% ($631.4K/$250.7M)	QoQ +11.35% (+$64.4K) YoY +15.02% (+$82.5K)