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 8 of 13

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33735J101

Shares:5.6K

Value:$430.1K

% of Portfolio:0.2% ($430.1K/$250.7M)

46434V316

Shares:10.0K

Value:$427.1K

% of Portfolio:0.2% ($427.1K/$250.7M)

33735B108

Shares:3.9K

Value:$421.7K

% of Portfolio:0.2% ($421.7K/$250.7M)

46435G326

Shares:6.1K

Value:$419.9K

% of Portfolio:0.2% ($419.9K/$250.7M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:6.8K

Value:$417.9K

% of Portfolio:0.2% ($417.9K/$250.7M)

33738D408

Shares:10.1K

Value:$413.6K

% of Portfolio:0.2% ($413.6K/$250.7M)

33734Y109

Shares:4.6K

Value:$412.6K

% of Portfolio:0.2% ($412.6K/$250.7M)

ELI LILLY & Co

LLY|532457108

Shares:487

Value:$402.2K

% of Portfolio:0.2% ($402.2K/$250.7M)

922907746

VTEB|922907746

Shares:8.1K

Value:$401.7K

% of Portfolio:0.2% ($401.7K/$250.7M)

33738D879

Shares:16.9K

Value:$401.2K

% of Portfolio:0.2% ($401.2K/$250.7M)

FS Credit Opportunities Corp.

FSCO|30290Y101

Shares:55.5K

Value:$391.2K

% of Portfolio:0.2% ($391.2K/$250.7M)

92204A306

VDE|92204A306

Shares:3.0K

Value:$391.0K

% of Portfolio:0.2% ($391.0K/$250.7M)

464288323

Shares:7.4K

Value:$390.5K

% of Portfolio:0.2% ($390.5K/$250.7M)

DEERE & CO

DE|244199105

Shares:825

Value:$387.2K

% of Portfolio:0.2% ($387.2K/$250.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.6K

Value:$384.0K

% of Portfolio:0.2% ($384.0K/$250.7M)

Broadcom Inc.

AVGO|11135F101

Shares:2.3K

Value:$380.1K

% of Portfolio:0.2% ($380.1K/$250.7M)

33738R506

Shares:6.4K

Value:$377.6K

% of Portfolio:0.2% ($377.6K/$250.7M)

78464A847

Shares:7.3K

Value:$376.1K

% of Portfolio:0.2% ($376.1K/$250.7M)

922908744

VTV|922908744

Shares:2.2K

Value:$372.9K

% of Portfolio:0.1% ($372.9K/$250.7M)

COCA COLA CO

KO|191216100

Shares:5.2K

Value:$369.7K

% of Portfolio:0.1% ($369.7K/$250.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33735J101)✕	5.6K	QoQ -3.84% (-224) YoY -2.41% (-139)	All Managers (Combined)	$430.1K	0.2% ($430.1K/$250.7M)	QoQ -3.51% (-$15.7K) YoY -1.98% (-$8.7K)
(cusip46434V316)✕	10.0K	QoQ -4.01% (-417) YoY -3.97% (-413)	All Managers (Combined)	$427.1K	0.2% ($427.1K/$250.7M)	QoQ -5.22% (-$23.5K) YoY -0.49% (-$2.1K)
(cusip33735B108)✕	3.9K	QoQ -3.34% (-134) YoY -4.65% (-189)	All Managers (Combined)	$421.7K	0.2% ($421.7K/$250.7M)	QoQ -8.98% (-$41.6K) YoY -8.35% (-$38.5K)
(cusip46435G326)✕	6.1K	QoQ +46.83% (+1.9K) YoY NEW(+6.1K)	All Managers (Combined)	$419.9K	0.2% ($419.9K/$250.7M)	QoQ +56.89% (+$152.3K) YoY NEW(+$419.9K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	6.8K	QoQ -25.94% (-2.4K) YoY -22.56% (-2.0K)	All Managers (Combined)	$417.9K	0.2% ($417.9K/$250.7M)	QoQ -22.79% (-$123.4K) YoY -4.24% (-$18.5K)
(cusip33738D408)✕	10.1K	QoQ +32.71% (+2.5K) YoY NEW(+10.1K)	All Managers (Combined)	$413.6K	0.2% ($413.6K/$250.7M)	QoQ +31.77% (+$99.7K) YoY NEW(+$413.6K)
(cusip33734Y109)✕	4.6K	QoQ +2.36% (-106) YoY -1.12% (-52)	All Managers (Combined)	$412.6K	0.2% ($412.6K/$250.7M)	QoQ -8.73% (-$39.5K) YoY -4.45% (-$19.2K)
ELI LILLY & Co(LLYcusip532457108)	487	QoQ -9.64% (-52) YoY +5.18% (+24)	All Managers (Combined)	$402.2K	0.2% ($402.2K/$250.7M)	QoQ -3.33% (-$13.9K) YoY +11.66% (+$42.0K)
(VTEBcusip922907746)	8.1K	QoQ +6.89% (+522) YoY +7.61% (+573)	All Managers (Combined)	$401.7K	0.2% ($401.7K/$250.7M)	QoQ +5.80% (+$22.0K) YoY +5.53% (+$21.1K)
(cusip33738D879)✕	16.9K	QoQ +26.79% (+3.6K) YoY NEW(+16.9K)	All Managers (Combined)	$401.2K	0.2% ($401.2K/$250.7M)	QoQ +24.06% (+$77.8K) YoY NEW(+$401.2K)
FS Credit Opportunities Corp.(FSCOcusip30290Y101)	55.5K	QoQ +9.63% (+4.9K) YoY +13.29% (+6.5K)	All Managers (Combined)	$391.2K	0.2% ($391.2K/$250.7M)	QoQ +13.33% (+$46.0K) YoY +34.69% (+$100.7K)
(VDEcusip92204A306)	3.0K	QoQ +6.84% (+193) YoY -4.22% (-133)	All Managers (Combined)	$391.0K	0.2% ($391.0K/$250.7M)	QoQ +14.26% (+$48.8K) YoY -5.64% (-$23.4K)
(cusip464288323)✕	7.4K	QoQ -1.34% (-101) YoY -30.98% (-3.3K)	All Managers (Combined)	$390.5K	0.2% ($390.5K/$250.7M)	QoQ -2.39% (-$9.6K) YoY -32.46% (-$187.7K)
DEERE & CO(DEcusip244199105)	825	QoQ +0.48% (+4) YoY +2.10% (+17)	All Managers (Combined)	$387.2K	0.2% ($387.2K/$250.7M)	QoQ +11.31% (+$39.4K) YoY +16.67% (+$55.3K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.6K	QoQ -9.69% (-168) YoY +1.29% (+20)	All Managers (Combined)	$384.0K	0.2% ($384.0K/$250.7M)	QoQ -7.59% (-$31.6K) YoY +24.10% (+$74.6K)
Broadcom Inc.(AVGOcusip11135F101)	2.3K	QoQ -3.97% (-94) YoY +927.14% (+2.0K)	All Managers (Combined)	$380.1K	0.2% ($380.1K/$250.7M)	QoQ -30.64% (-$168.0K) YoY +29.76% (+$87.2K)
(cusip33738R506)✕	6.4K	QoQ +12.88% (+736) YoY +21.81% (+1.2K)	All Managers (Combined)	$377.6K	0.2% ($377.6K/$250.7M)	QoQ +11.73% (+$39.7K) YoY +26.95% (+$80.2K)
(cusip78464A847)✕	7.3K	QoQ +4.03% (-285) YoY -2.89% (-219)	All Managers (Combined)	$376.1K	0.2% ($376.1K/$250.7M)	QoQ -2.64% (-$10.2K) YoY -6.81% (-$27.5K)
(VTVcusip922908744)	2.2K	QoQ +5.47% (+112) YoY -0.18% (-4)	All Managers (Combined)	$372.9K	0.1% ($372.9K/$250.7M)	QoQ +7.57% (+$26.3K) YoY +5.84% (-$20.6K)
COCA COLA CO(KOcusip191216100)	5.2K	QoQ -0.65% (-34) YoY -4.93% (-268)	All Managers (Combined)	$369.7K	0.1% ($369.7K/$250.7M)	QoQ +14.28% (-$46.2K) YoY +11.28% (-$37.5K)