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 6 of 13

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LITHIUM AMERICAS CORP.

LAC.TO|53681J103

Shares:231.4K

Value:$627.2K

% of Portfolio:0.3% ($627.2K/$250.7M)

46435U853

Shares:17.0K

Value:$624.7K

% of Portfolio:0.2% ($624.7K/$250.7M)

921943858

VEA|921943858

Shares:12.3K

Value:$624.4K

% of Portfolio:0.2% ($624.4K/$250.7M)

949746804

Shares:511

Value:$613.5K

% of Portfolio:0.2% ($613.5K/$250.7M)

464287226

Shares:6.2K

Value:$610.1K

% of Portfolio:0.2% ($610.1K/$250.7M)

33733E104

Shares:6.8K

Value:$610.1K

% of Portfolio:0.2% ($610.1K/$250.7M)

78468R721

Shares:13.5K

Value:$609.8K

% of Portfolio:0.2% ($609.8K/$250.7M)

46137V308

Shares:5.3K

Value:$596.7K

% of Portfolio:0.2% ($596.7K/$250.7M)

46137V258

Shares:6.3K

Value:$586.0K

% of Portfolio:0.2% ($586.0K/$250.7M)

46641Q159

Shares:12.7K

Value:$583.9K

% of Portfolio:0.2% ($583.9K/$250.7M)

33734K109

Shares:5.7K

Value:$581.8K

% of Portfolio:0.2% ($581.8K/$250.7M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:1.7K

Value:$576.5K

% of Portfolio:0.2% ($576.5K/$250.7M)

78464A805

Shares:8.4K

Value:$574.6K

% of Portfolio:0.2% ($574.6K/$250.7M)

AFLAC INC

AFL|001055102

Shares:5.1K

Value:$570.0K

% of Portfolio:0.2% ($570.0K/$250.7M)

46435G102

Shares:6.8K

Value:$567.3K

% of Portfolio:0.2% ($567.3K/$250.7M)

19423L441

Shares:22.2K

Value:$556.8K

% of Portfolio:0.2% ($556.8K/$250.7M)

KOHLS Corp

KSS|500255104

Shares:67.9K

Value:$555.7K

% of Portfolio:0.2% ($555.7K/$250.7M)

33737M300

Shares:8.0K

Value:$548.8K

% of Portfolio:0.2% ($548.8K/$250.7M)

015564107

Shares:34.3K

Value:$546.3K

% of Portfolio:0.2% ($546.3K/$250.7M)

46641Q209

Shares:9.3K

Value:$534.2K

% of Portfolio:0.2% ($534.2K/$250.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
LITHIUM AMERICAS CORP.(LAC.TOcusip53681J103)	231.4K	QoQ +6.66% (-14.5K) YoY NEW(+231.4K)	All Managers (Combined)	$627.2K	0.3% ($627.2K/$250.7M)	QoQ -2.67% (-$17.2K) YoY NEW(+$627.2K)
(cusip46435U853)✕	17.0K	QoQ +7.44% (+1.2K) YoY +2.10% (+350)	All Managers (Combined)	$624.7K	0.2% ($624.7K/$250.7M)	QoQ +7.50% (+$43.6K) YoY +2.71% (+$16.5K)
(VEAcusip921943858)	12.3K	QoQ -3.11% (-395) YoY -4.64% (-598)	All Managers (Combined)	$624.4K	0.2% ($624.4K/$250.7M)	QoQ +2.98% (-$18.1K) YoY -3.38% (-$21.9K)
(cusip949746804)✕	511	QoQ +1.59% (+8) YoY +1.38% (-7)	All Managers (Combined)	$613.5K	0.2% ($613.5K/$250.7M)	QoQ +2.12% (+$12.7K) YoY -0.17% (-$1.1K)
(cusip464287226)✕	6.2K	QoQ +56.78% (+2.2K) YoY -2.46% (-156)	All Managers (Combined)	$610.1K	0.2% ($610.1K/$250.7M)	QoQ +60.03% (+$228.9K) YoY -1.49% (-$9.2K)
(cusip33733E104)✕	6.8K	QoQ -1.71% (-119) YoY -2.96% (-208)	All Managers (Combined)	$610.1K	0.2% ($610.1K/$250.7M)	QoQ +0.31% (-$1.9K) YoY +1.55% (-$9.3K)
(cusip78468R721)✕	13.5K	QoQ -0.85% (-116) YoY -41.65% (-9.7K)	All Managers (Combined)	$609.8K	0.2% ($609.8K/$250.7M)	QoQ -2.04% (-$12.7K) YoY -43.42% (-$468.0K)
(cusip46137V308)✕	5.3K	QoQ -1.76% (-95) YoY -7.75% (-445)	All Managers (Combined)	$596.7K	0.2% ($596.7K/$250.7M)	QoQ -3.86% (-$24.0K) YoY -3.97% (-$24.7K)
(cusip46137V258)✕	6.3K	QoQ -3.81% (-252) YoY -5.05% (-338)	All Managers (Combined)	$586.0K	0.2% ($586.0K/$250.7M)	QoQ -1.53% (-$9.1K) YoY -0.85% (-$5.1K)
(cusip46641Q159)✕	12.7K	QoQ -2.04% (-265) YoY NEW(+12.7K)	All Managers (Combined)	$583.9K	0.2% ($583.9K/$250.7M)	QoQ -1.08% (-$6.4K) YoY NEW(+$583.9K)
(cusip33734K109)✕	5.7K	QoQ +2.50% (+139) YoY +47.23% (+1.8K)	All Managers (Combined)	$581.8K	0.2% ($581.8K/$250.7M)	QoQ +0.69% (+$4.0K) YoY +52.00% (+$199.1K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	1.7K	QoQ -1.43% (-24) YoY -3.84% (-66)	All Managers (Combined)	$576.5K	0.2% ($576.5K/$250.7M)	QoQ +1.25% (-$7.1K) YoY -3.32% (-$19.9K)
(cusip78464A805)✕	8.4K	QoQ +0.32% (-27) YoY -1.56% (-134)	All Managers (Combined)	$574.6K	0.2% ($574.6K/$250.7M)	QoQ -4.48% (-$27.0K) YoY +4.35% (-$24.0K)
AFLAC INC(AFLcusip001055102)	5.1K	QoQ -3.75% (-200) YoY -12.61% (-740)	All Managers (Combined)	$570.0K	0.2% ($570.0K/$250.7M)	QoQ +3.46% (-$19.1K) YoY +13.16% (-$66.3K)
(cusip46435G102)✕	6.8K	QoQ -1.97% (-137) YoY -4.71% (-336)	All Managers (Combined)	$567.3K	0.2% ($567.3K/$250.7M)	QoQ -3.54% (-$20.9K) YoY -0.20% (-$1.2K)
(cusip19423L441)✕	22.2K	QoQ +9.88% (+2.0K) YoY NEW(+22.2K)	All Managers (Combined)	$556.8K	0.2% ($556.8K/$250.7M)	QoQ +11.60% (+$57.9K) YoY NEW(+$556.8K)
KOHLS Corp(KSScusip500255104)	67.9K	QoQ +99.50% (+33.9K) YoY +163.88% (-42.2K)	All Managers (Combined)	$555.7K	0.2% ($555.7K/$250.7M)	QoQ +16.23% (+$77.6K) YoY -25.95% (-$194.8K)
(cusip33737M300)✕	8.0K	QoQ +4.20% (-322) YoY +44.58% (+2.5K)	All Managers (Combined)	$548.8K	0.2% ($548.8K/$250.7M)	QoQ -7.40% (-$43.9K) YoY +51.42% (+$186.4K)
(cusip015564107)✕	34.3K	QoQ +9.09% (-2.9K) YoY NEW(+34.3K)	All Managers (Combined)	$546.3K	0.2% ($546.3K/$250.7M)	QoQ -7.10% (-$41.8K) YoY NEW(+$546.3K)
(cusip46641Q209)✕	9.3K	QoQ +4.70% (+420) YoY +62.58% (+3.6K)	All Managers (Combined)	$534.2K	0.2% ($534.2K/$250.7M)	QoQ +11.69% (+$55.9K) YoY +64.91% (+$210.3K)