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 7 of 13

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33738R308

Shares:24.3K

Value:$530.3K

% of Portfolio:0.2% ($530.3K/$250.7M)

FS KKR Capital Corp

FSK|302635206

Shares:25.3K

Value:$530.0K

% of Portfolio:0.2% ($530.0K/$250.7M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:11.6K

Value:$527.5K

% of Portfolio:0.2% ($527.5K/$250.7M)

46429B663

Shares:4.3K

Value:$518.4K

% of Portfolio:0.2% ($518.4K/$250.7M)

97717Y527

Shares:10.1K

Value:$509.7K

% of Portfolio:0.2% ($509.7K/$250.7M)

808524409

Shares:19.1K

Value:$508.5K

% of Portfolio:0.2% ($508.5K/$250.7M)

AT&T INC.

T|00206R102

Shares:17.9K

Value:$506.9K

% of Portfolio:0.2% ($506.9K/$250.7M)

25434V880

DFAX|25434V880

Shares:19.3K

Value:$505.9K

% of Portfolio:0.2% ($505.9K/$250.7M)

464287408

IVE|464287408

Shares:2.6K

Value:$497.8K

% of Portfolio:0.2% ($497.8K/$250.7M)

Walmart Inc.

WMT|931142103

Shares:5.6K

Value:$491.1K

% of Portfolio:0.2% ($491.1K/$250.7M)

PROCTER & GAMBLE Co

PG|742718109

Shares:2.9K

Value:$489.7K

% of Portfolio:0.2% ($489.7K/$250.7M)

NETFLIX INC

NFLX|64110L106

Shares:523

Value:$487.7K

% of Portfolio:0.2% ($487.7K/$250.7M)

464287606

IJK|464287606

Shares:5.8K

Value:$485.4K

% of Portfolio:0.2% ($485.4K/$250.7M)

464287655

IWM|464287655

Shares:2.4K

Value:$481.8K

% of Portfolio:0.2% ($481.8K/$250.7M)

41151J406

Shares:19.4K

Value:$474.3K

% of Portfolio:0.2% ($474.3K/$250.7M)

33733E856

Shares:21.5K

Value:$450.9K

% of Portfolio:0.2% ($450.9K/$250.7M)

69374H105

Shares:8.7K

Value:$449.0K

% of Portfolio:0.2% ($449.0K/$250.7M)

808524862

Shares:18.3K

Value:$445.3K

% of Portfolio:0.2% ($445.3K/$250.7M)

464287556

Shares:3.5K

Value:$442.0K

% of Portfolio:0.2% ($442.0K/$250.7M)

AbbVie Inc.

ABBV|00287Y109

Shares:2.1K

Value:$440.6K

% of Portfolio:0.2% ($440.6K/$250.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33738R308)✕	24.3K	QoQ +2.35% (-559) YoY +19.81% (+4.0K)	All Managers (Combined)	$530.3K	0.2% ($530.3K/$250.7M)	QoQ -3.84% (-$21.2K) YoY +16.56% (+$75.4K)
FS KKR Capital Corp(FSKcusip302635206)	25.3K	QoQ +2.72% (-672) YoY +4.87% (+1.2K)	All Managers (Combined)	$530.0K	0.2% ($530.0K/$250.7M)	QoQ -0.91% (-$4.9K) YoY +15.22% (+$70.0K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	11.6K	QoQ -0.87% (-103) YoY -11.27% (-1.5K)	All Managers (Combined)	$527.5K	0.2% ($527.5K/$250.7M)	QoQ +12.43% (-$58.3K) YoY -4.08% (-$22.5K)
(cusip46429B663)✕	4.3K	QoQ +1.71% (+72) YoY -15.63% (-793)	All Managers (Combined)	$518.4K	0.2% ($518.4K/$250.7M)	QoQ +9.74% (+$46.0K) YoY -7.27% (-$40.7K)
(cusip97717Y527)✕	10.1K	QoQ 0.00% (+0) YoY -2.45% (-255)	All Managers (Combined)	$509.7K	0.2% ($509.7K/$250.7M)	QoQ +0.01% (+$101) YoY -2.37% (-$12.4K)
(cusip808524409)✕	19.1K	QoQ +41.53% (+5.6K) YoY NEW(+19.1K)	All Managers (Combined)	$508.5K	0.2% ($508.5K/$250.7M)	QoQ +44.30% (+$156.1K) YoY NEW(+$508.5K)
AT&T INC.(Tcusip00206R102)	17.9K	QoQ +0.73% (+130) YoY -31.06% (-8.1K)	All Managers (Combined)	$506.9K	0.2% ($506.9K/$250.7M)	QoQ +25.10% (+$101.7K) YoY +10.76% (-$49.2K)
(DFAXcusip25434V880)	19.3K	QoQ -5.85% (-1.2K) YoY -14.93% (-3.4K)	All Managers (Combined)	$505.9K	0.2% ($505.9K/$250.7M)	QoQ -0.77% (-$4.0K) YoY -12.39% (-$71.6K)
(IVEcusip464287408)	2.6K	QoQ -1.69% (-45) YoY -18.40% (-589)	All Managers (Combined)	$497.8K	0.2% ($497.8K/$250.7M)	QoQ -1.85% (-$9.4K) YoY -16.75% (-$100.2K)
Walmart Inc.(WMTcusip931142103)	5.6K	QoQ +0.46% (-26) YoY NEW(+5.6K)	All Managers (Combined)	$491.1K	0.2% ($491.1K/$250.7M)	QoQ -2.38% (-$12.0K) YoY NEW(+$491.1K)
PROCTER & GAMBLE Co(PGcusip742718109)	2.9K	QoQ +56.87% (+1.0K) YoY +63.01% (+1.1K)	All Managers (Combined)	$489.7K	0.2% ($489.7K/$250.7M)	QoQ +59.47% (+$182.6K) YoY +71.21% (+$203.7K)
NETFLIX INC(NFLXcusip64110L106)	523	QoQ +8.28% (+40) YoY NEW(+523)	All Managers (Combined)	$487.7K	0.2% ($487.7K/$250.7M)	QoQ +13.28% (+$57.2K) YoY NEW(+$487.7K)
(IJKcusip464287606)	5.8K	QoQ -1.85% (-110) YoY -7.88% (-499)	All Managers (Combined)	$485.4K	0.2% ($485.4K/$250.7M)	QoQ -10.11% (-$54.6K) YoY -15.92% (-$92.0K)
(IWMcusip464287655)	2.4K	QoQ -6.46% (-167) YoY +47.43% (+777)	All Managers (Combined)	$481.8K	0.2% ($481.8K/$250.7M)	QoQ -15.53% (-$88.7K) YoY +39.88% (+$137.4K)
(cusip41151J406)✕	19.4K	QoQ +153.59% (+11.7K) YoY NEW(+19.4K)	All Managers (Combined)	$474.3K	0.2% ($474.3K/$250.7M)	QoQ +128.34% (+$266.6K) YoY NEW(+$474.3K)
(cusip33733E856)✕	21.5K	QoQ -4.13% (-928) YoY NEW(+21.5K)	All Managers (Combined)	$450.9K	0.2% ($450.9K/$250.7M)	QoQ +6.47% (-$27.4K) YoY NEW(+$450.9K)
(cusip69374H105)✕	8.7K	QoQ -4.47% (-409) YoY +17.06% (+1.3K)	All Managers (Combined)	$449.0K	0.2% ($449.0K/$250.7M)	QoQ -8.03% (-$39.2K) YoY +26.21% (+$93.2K)
(cusip808524862)✕	18.3K	QoQ -0.99% (-184) YoY +103.59% (+9.3K)	All Managers (Combined)	$445.3K	0.2% ($445.3K/$250.7M)	QoQ +0.15% (-$695) YoY +2.78% (+$12.1K)
(cusip464287556)✕	3.5K	QoQ -2.15% (-76) YoY -9.69% (-371)	All Managers (Combined)	$442.0K	0.2% ($442.0K/$250.7M)	QoQ -5.33% (-$24.9K) YoY -15.82% (-$83.1K)
AbbVie Inc.(ABBVcusip00287Y109)	2.1K	QoQ -25.42% (-717) YoY +3.34% (+68)	All Managers (Combined)	$440.6K	0.2% ($440.6K/$250.7M)	QoQ -12.08% (-$60.6K) YoY +18.87% (+$70.0K)