Independent Wealth Network Inc.
CIK Number: 0001891240
250.71M
Market Value
223
# of Holdings
10 months
Avg. Holding Period
37.66%
Win Rate
16.85%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR Portfolio ... | 92.04 | +1.13% | 117.55K | +0.29% | 10.33M | 62.91 | 4.19% |
| 2 | SPLG | SPDR Portfolio ... | 70.81 | +0.85% | 141.82K | +19.36% | 9.78M | 54.13 | 3.97% |
| 3 | CAT | Caterpillar Inc... | 361.83 | +1.34% | 26.61K | -0.05% | 9.65M | 193.81 | 3.92% |
| 4 | JPST | JPMorgan Ultra-... | 50.53 | +0.02% | 185.25K | +4.51% | 9.33M | 50.38 | 3.79% |
| 5 | SPYV | SPDR Portfolio ... | 51.52 | +0.58% | 135.5K | +4.36% | 6.93M | 40.08 | 2.81% |
| 6 | AAPL | Apple Inc. | 198.10 | +0.84% | 21.62K | +6.29% | 5.41M | 155.24 | 2.20% |
| 7 | ACWI | iShares MSCI AC... | 125.35 | -0.03% | 40.36K | +2.13% | 4.74M | 99.18 | 1.92% |
| 8 | ILTB | iShares Core 10... | 48.19 | -0.5% | 95.09K | +40.99% | 4.63M | 60.46 | 1.88% |
| 9 | CVX | Chevron Corpora... | 146.06 | +0.10% | 30.04K | +6.08% | 4.35M | 113.13 | 1.77% |
| 10 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 10.17K | +6.42% | 4.29M | 332.62 | 1.74% |
| 11 | DFUS | Dimensional U.S... | 65.26 | +0.88% | 61.45K | +5.84% | 3.92M | 50.74 | 1.59% |
| 12 | SPAB | SPDR Portfolio ... | 25.21 | -0.22% | 152.56K | +3.81% | 3.81M | 29.01 | 1.55% |
| 13 | VOO | Vanguard 500 In... | 553.40 | +0.84% | 6.76K | +24.65% | 3.64M | 434.26 | 1.48% |
| 14 | FLRT | Pacer Pacific A... | 47.41 | -0.05% | 75.98K | -24.53% | 3.61M | 47.57 | 1.47% |
| 15 | SPYD | SPDR Portfolio ... | 42.57 | +0.12% | 83K | +3.75% | 3.59M | 39.29 | 1.46% |
| 16 | BIL | SPDR Bloomberg ... | 91.59 | +0.01% | 37.7K | +66.35% | 3.45M | 91.48 | 1.40% |
| 17 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 24.01K | +10.15% | 3.22M | 42.48 | 1.31% |
| 18 | QQQ | Invesco QQQ Tru... | 533.67 | +1.27% | 5.86K | +21.29% | 3M | 400.7 | 1.22% |
| 19 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 13.46K | +11.27% | 2.95M | 151.38 | 1.20% |
| 20 | PSFF | Pacer Swan SOS ... | 29.97 | +0.66% | 84.43K | +9.47% | 2.47M | 25.98 | 1.00% |
| 21 | USRT | iShares Core U.... | 56.76 | -0.79% | 42.44K | +1.69% | 2.43M | 57.05 | 0.99% |
| 22 | GLD | SPDR Gold Share... | 311.93 | -1.38% | 10K | +2.63% | 2.42M | 184.52 | 0.98% |
| 23 | QDPL | Pacer Metaurus ... | 38.94 | +1.09% | 62.35K | +210.76% | 2.39M | 36.96 | 0.97% |
| 24 | SLV | iShares Silver ... | 33.02 | +0.14% | 90.52K | +5.39% | 2.38M | 22.12 | 0.97% |
| 25 | RDFI | Rareview Dynami... | 23.44 | +0.32% | 99.63K | +17.70% | 2.35M | 24.07 | 0.96% |
| 26 | VYM | Vanguard High D... | 131.03 | +0.37% | 18.14K | +1.17% | 2.31M | 107.29 | 0.94% |
| 27 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 5.03K | +7.67% | 2.28M | 321.98 | 0.92% |
| 28 | FJAN | FT Cboe Vest U.... | 46.66 | +0.89% | 49.35K | -0.38% | 2.27M | 41.93 | 0.92% |
| 29 | VUG | Vanguard Growth... | 423.26 | +1.18% | 5.51K | +8.44% | 2.26M | 304.21 | 0.92% |
| 30 | JEPI | JPMorgan Equity... | 56.23 | +0.33% | 36.3K | +16.90% | 2.09M | 54.83 | 0.85% |
| 31 | STIP | iShares 0-5 Yea... | 102.19 | -0.03% | 19.31K | +18.62% | 1.94M | 99.25 | 0.79% |
| 32 | FPE | First Trust Pre... | 17.70 | +0.14% | 108.53K | +0.53% | 1.92M | 19.29 | 0.78% |
| 33 | META | Meta Platforms,... | 701.33 | +2.70% | 3.21K | +4.26% | 1.88M | 340.89 | 0.76% |
| 34 | ONEQ | Fidelity Nasdaq... | 77.47 | +1.28% | 23.16K | +100.00% | 1.76M | 76.06 | 0.71% |
| 35 | V | Visa Inc. | 355.07 | +0.63% | 5.35K | -0.13% | 1.69M | 230.99 | 0.69% |
| 36 | YYY | Amplify High In... | 11.63 | +0.22% | 144.56K | +1.90% | 1.67M | 14.27 | 0.68% |
| 37 | JMHI | J P Morgan Exch... | 49.26 | +0.02% | 32.95K | +100.00% | 1.65M | 50.22 | 0.67% |
| 38 | PLTR | Palantir Techno... | 141.39 | +2.90% | 21.45K | -19.26% | 1.62M | 20.29 | 0.66% |
| 39 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 2.63K | -0.72% | 1.54M | 443.53 | 0.63% |
| 40 | JPUS | JPMorgan Divers... | 117.06 | +0.67% | 12.33K | +19.98% | 1.41M | 99.75 | 0.57% |
| 41 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 3.38K | +77.20% | 1.37M | 302.96 | 0.55% |
| 42 | XLK | Technology Sele... | 242.79 | +1.51% | 5.79K | +0.29% | 1.35M | 162.94 | 0.55% |
| 43 | SGOV | iShares 0-3 Mon... | 100.54 | +0.01% | 13.28K | +100.00% | 1.33M | 100.32 | 0.54% |
| 44 | BUFR | First Trust Cbo... | 31.21 | +0.61% | 41.97K | +23.79% | 1.28M | 28.59 | 0.52% |
| 45 | AGGY | WisdomTree Yiel... | 43.10 | -0.2% | 29.63K | +9.43% | 1.27M | 47.21 | 0.52% |
| 46 | KYN | Kayne Anderson ... | 12.37 | -0.92% | 97.27K | +3.92% | 1.24M | 8.75 | 0.50% |
| 47 | BND | Vanguard Total ... | 72.56 | -0.19% | 17.15K | +3.06% | 1.23M | 79.73 | 0.50% |
| 48 | BKLN | Invesco Senior ... | 20.91 | +0.13% | 58.32K | +24.82% | 1.23M | 21.68 | 0.50% |
| 49 | QYLD | Global X NASDAQ... | 16.65 | +0.37% | 67.45K | +100.00% | 1.23M | 18.22 | 0.50% |
| 50 | MSI | Motorola Soluti... | 406.82 | -0.31% | 2.66K | +3.91% | 1.23M | 267.46 | 0.50% |
| 51 | SECT | Main Sector Rot... | 56.16 | +1.30% | 22.34K | +8.24% | 1.23M | 43.64 | 0.50% |
| 52 | SHY | iShares 1-3 Yea... | 82.40 | -0.01% | 14.93K | -30.62% | 1.22M | 82.5 | 0.50% |
| 53 | KR | The Kroger Co. | 66.03 | +0.72% | 18.74K | +2.82% | 1.15M | 43.22 | 0.47% |
| 54 | COST | Costco Wholesal... | 984.10 | -0.62% | 1.24K | +2.57% | 1.14M | 539.96 | 0.46% |
| 55 | FLOT | iShares Floatin... | 50.91 | +0.05% | 22.14K | +2.15% | 1.13M | 50.59 | 0.46% |
| 56 | DVY | iShares Select ... | 130.55 | -0.49% | 8.29K | +17.29% | 1.09M | 117.94 | 0.44% |
| 57 | HD | The Home Depot,... | 353.06 | -0.45% | 2.79K | +1.75% | 1.09M | 331.36 | 0.44% |
| 58 | PGX | Invesco Preferr... | 10.99 | -0.05% | 90.43K | +6.90% | 1.04M | 12.21 | 0.42% |
| 59 | MINT | PIMCO Enhanced ... | 100.34 | +0.02% | 10.37K | +2.64% | 1.04M | 99.79 | 0.42% |
| 60 | ARCC | Ares Capital Co... | 21.36 | -0.81% | 47.51K | +6.60% | 1.04M | 20.27 | 0.42% |
| 61 | FTSM | First Trust Enh... | 59.91 | +0.02% | 17.04K | -6.9% | 1.02M | 59.56 | 0.41% |
| 62 | VBK | Vanguard Small ... | 270.49 | +1.12% | 3.58K | +31.74% | 1M | 262.85 | 0.41% |
| 63 | VIG | Vanguard Divide... | 200.94 | +0.24% | 5.03K | -0.98% | 984.3K | 157.06 | 0.40% |
| 64 | CGUS | Capital Group C... | 35.96 | +0.67% | 27.83K | +35.18% | 973.32K | 32.78 | 0.39% |
| 65 | SOXX | iShares Semicon... | 227.31 | +2.87% | 4.5K | +10.17% | 968.7K | 184.51 | 0.39% |
| 66 | ITA | iShares U.S. Ae... | 178.93 | -0.72% | 6.65K | +6.37% | 965.98K | 109.53 | 0.39% |
| 67 | LGLV | SPDR SSGA US La... | 173.25 | +0.01% | 5.83K | -16.2% | 963.97K | 139.64 | 0.39% |
| 68 | MO | Altria Group, I... | 58.77 | -1.74% | 18.42K | +2.50% | 963.22K | 45.16 | 0.39% |
| 69 | VCIT | Vanguard Interm... | 81.52 | -0.05% | 11.71K | +11.67% | 939.87K | 88.72 | 0.38% |
| 70 | ET | Energy Transfer... | 18.14 | -1.01% | 47.61K | +5.16% | 932.62K | 10.93 | 0.38% |
| 71 | IVV | iShares Core S&... | 603.05 | +0.54% | 1.58K | -9.25% | 930.05K | 428.21 | 0.38% |
| 72 | VNQ | Vanguard Real E... | 89.84 | +0.02% | 10.33K | +6.15% | 920.04K | 97.75 | 0.37% |
| 73 | HON | Honeywell Inter... | 223.91 | -0.17% | 4.04K | +2.72% | 911.47K | 202.99 | 0.37% |
| 74 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 8.37K | +0.84% | 900.79K | 68.12 | 0.37% |
| 75 | XLE | Energy Select S... | 87.77 | -0.37% | 10.44K | +9.63% | 894.36K | 81.33 | 0.36% |
| 76 | VTIP | Vanguard Short-... | 49.93 | -0.04% | 18.4K | +6.31% | 891.07K | 48.94 | 0.36% |
| 77 | XMMO | Invesco S&P Mid... | 125.05 | +0.87% | 7.2K | +118.38% | 889.4K | 109.92 | 0.36% |
| 78 | HACK | ETFMG Prime Cyb... | 83.66 | +0.98% | 11.75K | +0.44% | 875.01K | 64.35 | 0.35% |
| 79 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 4.54K | +10.34% | 865.4K | 116.71 | 0.35% |
| 80 | BA | The Boeing Comp... | 201.50 | +0.59% | 4.7K | +35.28% | 832.06K | 190.43 | 0.34% |
| 81 | SDVY | First Trust SMI... | 34.60 | +0.87% | 22.48K | +32.53% | 806.01K | 34.8 | 0.33% |
| 82 | EFA | iShares MSCI EA... | 88.06 | -1.31% | 10.05K | +3.54% | 760.11K | 77.15 | 0.31% |
| 83 | VOT | Vanguard Mid-Ca... | 272.99 | +1.01% | 2.89K | +0.45% | 733.62K | 224.04 | 0.30% |
| 84 | CLX | The Clorox Comp... | 123.80 | +0.59% | 4.26K | +7.22% | 692.46K | 159.14 | 0.28% |
| 85 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 4.67K | -1.64% | 675.96K | 161.04 | 0.27% |
| 86 | JCPB | JPMorgan Core P... | 46.38 | -0.13% | 14.55K | +51.05% | 670.48K | 47.51 | 0.27% |
| 87 | HSY | The Hershey Com... | 170.37 | +0.74% | 3.95K | -8.07% | 669.08K | 190.12 | 0.27% |
| 88 | LAC | Lithium America... | 2.67 | +0.57% | 216.97K | +133.35% | 644.41K | 2.84 | 0.26% |
| 89 | JSML | Janus Henderson... | 65.87 | +1.23% | 9.83K | +100.00% | 644.29K | 65.55 | 0.26% |
| 90 | BUFB | Innovator Ladde... | 33.13 | +0.56% | 19.45K | +1.90% | 628.18K | 29.47 | 0.25% |
| 91 | CME | CME Group Inc. | 267.37 | -0.79% | 2.68K | +2.05% | 622.98K | 198.72 | 0.25% |
| 92 | TFI | SPDR Nuveen Blo... | 44.45 | +0.06% | 13.64K | -40.22% | 622.49K | 50.64 | 0.25% |
| 93 | PKW | Invesco BuyBack... | 120.08 | +1.09% | 5.39K | -3.07% | 620.67K | 90.02 | 0.25% |
| 94 | EWA | iShares MSCI Au... | 26.09 | -0.87% | 25.9K | +2.12% | 617.99K | 24.54 | 0.25% |
| 95 | IAU | iShares Gold Tr... | 63.84 | -1.39% | 12.39K | -20.41% | 613.35K | 39.42 | 0.25% |
| 96 | CASY | Casey's General... | 506.79 | +0.12% | 1.54K | -1.4% | 611.8K | 210.41 | 0.25% |
| 97 | FTCS | First Trust Cap... | 90.06 | +0.08% | 6.92K | +0.10% | 608.15K | 74.55 | 0.25% |
| 98 | VEA | Vanguard Develo... | 56.41 | +0.44% | 12.68K | -2.18% | 606.37K | 48.67 | 0.25% |
| 99 | SPTM | SPDR Portfolio ... | 73.02 | +0.89% | 8.42K | +1.87% | 601.58K | 54.11 | 0.24% |
| 100 | RPV | Invesco S&P 500... | 92.83 | +0.97% | 6.6K | -1.09% | 595.12K | 76.16 | 0.24% |
| 101 | FYC | First Trust Sma... | 76.03 | +1.14% | 7.66K | +31.24% | 592.73K | 71.7 | 0.24% |
| 102 | SPEM | SPDR Portfolio ... | 42.44 | +1.01% | 15.4K | +15.10% | 590.76K | 35.2 | 0.24% |
| 103 | JPIE | JPMorgan Income... | 45.92 | +0.03% | 12.94K | +5.00% | 590.32K | 46.35 | 0.24% |
| 104 | ICVT | iShares Convert... | 88.12 | +0.58% | 6.92K | -0.92% | 588.16K | 87.29 | 0.24% |
| 105 | USHY | iShares Broad U... | 37.03 | +0.24% | 15.79K | -32.62% | 581.09K | 35.53 | 0.24% |
| 106 | FEX | First Trust Lar... | 107.25 | +0.83% | 5.54K | +36.18% | 577.79K | 91.07 | 0.23% |
| 107 | SCHG | Schwab U.S. Lar... | 28.20 | +1.13% | 20.48K | +441.60% | 570.72K | 23.31 | 0.23% |
| 108 | IWM | iShares Russell... | 210.52 | +0.78% | 2.58K | +40.48% | 570.5K | 208.37 | 0.23% |
| 109 | SHW | The Sherwin-Wil... | 335.16 | -0.21% | 1.68K | +7.93% | 569.38K | 267.61 | 0.23% |
| 110 | AAXJ | iShares MSCI Al... | 81.10 | +0.45% | 7.86K | -4.2% | 567.01K | 78.92 | 0.23% |
| 111 | FTHI | First Trust Buy... | 22.54 | +0.58% | 23.7K | +6.97% | 551.54K | 22.03 | 0.22% |
| 112 | AFL | Aflac Incorpora... | 102.61 | +0.42% | 5.33K | -2.31% | 550.98K | 57.19 | 0.22% |
| 113 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 2.36K | +14.87% | 548.09K | 151.02 | 0.22% |
| 114 | IDV | iShares Interna... | 33.96 | -1.54% | 19.81K | +2.28% | 542.46K | 27.4 | 0.22% |
| 115 | CSCO | Cisco Systems, ... | 65.41 | +2.06% | 9.14K | +3.16% | 541.33K | 58.72 | 0.22% |
| 116 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 2.85K | +4.16% | 540.25K | 139.9 | 0.22% |
| 117 | IJK | iShares S&P Mid... | 88.73 | +0.90% | 5.94K | -1.08% | 540.07K | 79.25 | 0.22% |
| 118 | FSK | FS KKR Capital ... | 20.97 | -0.94% | 24.63K | -19.41% | 534.93K | 20.79 | 0.22% |
| 119 | DFAX | Dimensional Wor... | 29.23 | +0.64% | 20.51K | -9.65% | 509.88K | 25.62 | 0.21% |
| 120 | USFR | WisdomTree Floa... | 50.42 | +0.01% | 10.13K | -0.83% | 509.64K | 50.32 | 0.21% |
| 121 | IVE | iShares S&P 500... | 191.30 | +0.20% | 2.66K | -13.76% | 507.25K | 161.37 | 0.21% |
| 122 | WMT | Walmart Inc. | 94.23 | -0.22% | 5.57K | +4.15% | 503.07K | 73.67 | 0.20% |
| 123 | ABBV | AbbVie Inc. | 190.70 | -0.2% | 2.82K | -6.68% | 501.18K | 168.5 | 0.20% |
| 124 | PTLC | Pacer Trendpilo... | 49.30 | +0.93% | 9.13K | +52.38% | 488.17K | 44.05 | 0.20% |
| 125 | JPIN | JPMorgan Divers... | 64.44 | +1.16% | 8.93K | +44.10% | 478.3K | 56.74 | 0.19% |
| 126 | KSS | Kohl's Corporat... | 8.96 | +10.41% | 34.05K | -3.03% | 478.08K | 22.13 | 0.19% |
| 127 | CGBL | Capital Group C... | 32.72 | +0.28% | 15.27K | +100.00% | 477.52K | 31.27 | 0.19% |
| 128 | HDV | iShares Core Hi... | 116.91 | -0.98% | 4.21K | +13.24% | 472.36K | 102.23 | 0.19% |
| 129 | VZ | Verizon Communi... | 42.42 | -1.37% | 11.73K | +5.65% | 469.21K | 47.2 | 0.19% |
| 130 | IBB | iShares Biotech... | 127.74 | -0.2% | 3.53K | -3.02% | 466.94K | 156.49 | 0.19% |
| 131 | AIRR | First Trust RBA... | 78.06 | +0.59% | 6.03K | +40.08% | 464.15K | 70.24 | 0.19% |
| 132 | FNX | First Trust Mid... | 112.83 | +1.06% | 4K | -1.28% | 463.34K | 97.79 | 0.19% |
| 133 | FYX | First Trust Sma... | 94.42 | +0.81% | 4.47K | -2.74% | 452.04K | 91.65 | 0.18% |
| 134 | GLOF | iShares Trust -... | 46.94 | -0.07% | 10.39K | +0.58% | 450.68K | 36.99 | 0.18% |
| 135 | FTA | First Trust Lar... | 77.66 | +0.70% | 5.83K | +1.59% | 445.76K | 64.8 | 0.18% |
| 136 | SCHO | Schwab Short-Te... | 24.25 | +0.03% | 18.48K | +101.30% | 444.61K | 25.08 | 0.18% |
| 137 | NFLX | Netflix, Inc. | 1224.68 | +1.03% | 483 | +17.80% | 430.51K | 736.78 | 0.17% |
| 138 | IGLD | FT Cboe Vest Go... | 22.06 | -1.16% | 22.43K | -26.57% | 423.44K | 20.67 | 0.17% |
| 139 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 539 | -28.32% | 416.11K | 645.84 | 0.17% |
| 140 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 1.73K | +4.84% | 415.52K | 169.9 | 0.17% |
| 141 | T | AT&T Inc. | 27.94 | -0.89% | 17.79K | +6.37% | 405.15K | 20.46 | 0.16% |
| 142 | NYF | iShares New Yor... | 51.91 | +0.03% | 7.52K | -26.75% | 400.06K | 56.5 | 0.16% |
| 143 | IJR | iShares Core S&... | 106.86 | +0.53% | 3.44K | -2.58% | 395.92K | 109.22 | 0.16% |
| 144 | SPMD | SPDR Portfolio ... | 53.38 | +0.97% | 7.06K | -2.07% | 386.36K | 41.41 | 0.16% |
| 145 | GPN | Global Payments... | 76.77 | +2.88% | 3.43K | -6.21% | 384.37K | 156.62 | 0.16% |
| 146 | AGG | iShares Core U.... | 97.78 | -0.19% | 3.93K | -34.26% | 381.22K | 109.5 | 0.15% |
| 147 | VTEB | Vanguard Tax-Ex... | 48.81 | -0.01% | 7.57K | +0.56% | 379.69K | 50.04 | 0.15% |
| 148 | CNRG | SPDR Kensho Cle... | 60.74 | +1.81% | 6.26K | -13.03% | 379.06K | 80.88 | 0.15% |
| 149 | ARKK | ARK Innovation ... | 64.91 | +4.37% | 6.57K | -10.48% | 373.04K | 80.02 | 0.15% |
| 150 | FTEC | Fidelity MSCI I... | 188.34 | +1.53% | 1.99K | +5.30% | 367.6K | 120.65 | 0.15% |