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 9 of 13

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464287242

Shares:3.4K

Value:$366.3K

% of Portfolio:0.1% ($366.3K/$250.7M)

464287804

IJR|464287804

Shares:3.4K

Value:$354.6K

% of Portfolio:0.1% ($354.6K/$250.7M)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:2.7K

Value:$352.3K

% of Portfolio:0.1% ($352.3K/$250.7M)

Alphabet Inc.

GOOGL|02079K305

Shares:2.3K

Value:$352.2K

% of Portfolio:0.1% ($352.2K/$250.7M)

316092840

Shares:7.1K

Value:$350.3K

% of Portfolio:0.1% ($350.3K/$250.7M)

Mastercard Inc

MA|57636Q104

Shares:628

Value:$344.2K

% of Portfolio:0.1% ($344.2K/$250.7M)

78468R853

Shares:8.3K

Value:$338.8K

% of Portfolio:0.1% ($338.8K/$250.7M)

33738R704

Shares:4.9K

Value:$336.8K

% of Portfolio:0.1% ($336.8K/$250.7M)

GLOBAL PAYMENTS INC

GPN|37940X102

Shares:3.4K

Value:$335.9K

% of Portfolio:0.1% ($335.9K/$250.7M)

QUALCOMM INC/DE

QCOM|747525103

Shares:2.2K

Value:$334.9K

% of Portfolio:0.1% ($334.9K/$250.7M)

00162Q452

Shares:6.4K

Value:$331.9K

% of Portfolio:0.1% ($331.9K/$250.7M)

00214Q104

Shares:6.9K

Value:$330.0K

% of Portfolio:0.1% ($330.0K/$250.7M)

ABBOTT LABORATORIES

ABT|002824100

Shares:2.5K

Value:$327.9K

% of Portfolio:0.1% ($327.9K/$250.7M)

Merck & Co., Inc.

MRK|58933Y105

Shares:3.6K

Value:$326.8K

% of Portfolio:0.1% ($326.8K/$250.7M)

XAI Madison Equity Premium Income Fund

MCN|557437100

Shares:52.6K

Value:$322.4K

% of Portfolio:0.1% ($322.4K/$250.7M)

316092808

Shares:2.0K

Value:$320.7K

% of Portfolio:0.1% ($320.7K/$250.7M)

464287309

IVW|464287309

Shares:3.4K

Value:$318.3K

% of Portfolio:0.1% ($318.3K/$250.7M)

Sprott Physical Gold & Silver Trust

CEF|85208R101

Shares:11.1K

Value:$314.5K

% of Portfolio:0.1% ($314.5K/$250.7M)

ATMOS ENERGY CORP

ATO|049560105

Shares:2.0K

Value:$312.3K

% of Portfolio:0.1% ($312.3K/$250.7M)

922042858

VWO|922042858

Shares:6.8K

Value:$306.0K

% of Portfolio:0.1% ($306.0K/$250.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287242)✕	3.4K	QoQ -0.20% (-7) YoY -6.54% (-236)	All Managers (Combined)	$366.3K	0.1% ($366.3K/$250.7M)	QoQ +1.50% (-$5.4K) YoY -6.74% (-$26.5K)
(IJRcusip464287804)	3.4K	QoQ -1.30% (-45) YoY -5.75% (-207)	All Managers (Combined)	$354.6K	0.1% ($354.6K/$250.7M)	QoQ -10.44% (-$41.4K) YoY -10.82% (-$43.0K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	2.7K	QoQ -7.68% (-222) YoY -24.28% (-855)	All Managers (Combined)	$352.3K	0.1% ($352.3K/$250.7M)	QoQ +43.93% (-$107.6K) YoY +38.33% (-$97.6K)
Alphabet Inc.(GOOGLcusip02079K305)	2.3K	QoQ -20.18% (-576) YoY -15.00% (-402)	All Managers (Combined)	$352.2K	0.1% ($352.2K/$250.7M)	QoQ -34.80% (-$188.0K) YoY -12.92% (-$52.3K)
(cusip316092840)✕	7.1K	QoQ NEW(+7.1K) YoY NEW(+7.1K)	All Managers (Combined)	$350.3K	0.1% ($350.3K/$250.7M)	QoQ NEW(+$350.3K) YoY NEW(+$350.3K)
Mastercard Inc(MAcusip57636Q104)	628	QoQ +0.64% (+4) YoY -4.41% (-29)	All Managers (Combined)	$344.2K	0.1% ($344.2K/$250.7M)	QoQ +4.75% (+$15.6K) YoY +8.79% (-$27.8K)
(cusip78468R853)✕	8.3K	QoQ +4.29% (-342) YoY +3.93% (-315)	All Managers (Combined)	$338.8K	0.1% ($338.8K/$250.7M)	QoQ -5.37% (-$19.2K) YoY -1.56% (-$5.4K)
(cusip33738R704)✕	4.9K	QoQ -18.04% (-1.1K) YoY +34.47% (+1.3K)	All Managers (Combined)	$336.8K	0.1% ($336.8K/$250.7M)	QoQ -27.43% (-$127.4K) YoY +36.21% (+$89.5K)
GLOBAL PAYMENTS INC(GPNcusip37940X102)	3.4K	QoQ 0.00% (-0) YoY -8.72% (-328)	All Managers (Combined)	$335.9K	0.1% ($335.9K/$250.7M)	QoQ -12.61% (-$48.5K) YoY -33.13% (-$166.4K)
QUALCOMM INC/DE(QCOMcusip747525103)	2.2K	QoQ +58.43% (+804) YoY +55.27% (+776)	All Managers (Combined)	$334.9K	0.1% ($334.9K/$250.7M)	QoQ +58.41% (+$123.5K) YoY +40.87% (+$97.2K)
(cusip00162Q452)✕	6.4K	QoQ -5.40% (-365) YoY -4.36% (-292)	All Managers (Combined)	$331.9K	0.1% ($331.9K/$250.7M)	QoQ +2.02% (-$6.6K) YoY +4.66% (-$14.8K)
(cusip00214Q104)✕	6.9K	QoQ +5.56% (-366) YoY +1.52% (-104)	All Managers (Combined)	$330.0K	0.1% ($330.0K/$250.7M)	QoQ -11.52% (-$43.0K) YoY -3.55% (-$12.2K)
ABBOTT LABORATORIES(ABTcusip002824100)	2.5K	QoQ +1.14% (+28) YoY +6.45% (+150)	All Managers (Combined)	$327.9K	0.1% ($327.9K/$250.7M)	QoQ +18.60% (+$51.4K) YoY +24.25% (+$64.0K)
Merck & Co., Inc.(MRKcusip58933Y105)	3.6K	QoQ +39.55% (+1.0K) YoY +49.03% (+1.2K)	All Managers (Combined)	$326.8K	0.1% ($326.8K/$250.7M)	QoQ +25.92% (+$67.3K) YoY +1.38% (+$4.5K)
XAI Madison Equity Premium Income Fund(MCNcusip557437100)	52.6K	QoQ +4.01% (-2.0K) YoY +22.55% (+9.7K)	All Managers (Combined)	$322.4K	0.1% ($322.4K/$250.7M)	QoQ -4.97% (-$16.9K) YoY +2.77% (+$8.7K)
(cusip316092808)✕	2.0K	QoQ 0.00% (-0) YoY +10.13% (+183)	All Managers (Combined)	$320.7K	0.1% ($320.7K/$250.7M)	QoQ -12.76% (-$46.9K) YoY +13.98% (+$39.3K)
(IVWcusip464287309)	3.4K	QoQ +43.13% (+1.0K) YoY +3.40% (+113)	All Managers (Combined)	$318.3K	0.1% ($318.3K/$250.7M)	QoQ +30.85% (+$75.0K) YoY +13.70% (+$38.4K)
Sprott Physical Gold & Silver Trust(CEFcusip85208R101)	11.1K	QoQ -17.14% (-2.3K) YoY -20.31% (-2.8K)	All Managers (Combined)	$314.5K	0.1% ($314.5K/$250.7M)	QoQ -0.93% (-$3.0K) YoY +11.29% (-$31.9K)
ATMOS ENERGY CORP(ATOcusip049560105)	2.0K	QoQ +2.17% (+43) YoY -0.29% (-6)	All Managers (Combined)	$312.3K	0.1% ($312.3K/$250.7M)	QoQ +13.41% (+$36.9K) YoY +29.63% (-$71.4K)
(VWOcusip922042858)	6.8K	QoQ +3.75% (+245) YoY -15.03% (-1.2K)	All Managers (Combined)	$306.0K	0.1% ($306.0K/$250.7M)	QoQ +6.63% (+$19.0K) YoY -7.92% (-$26.4K)