HoldingsChannel.com
Independent Wealth Network Inc. Top Holdings
As of  06/30/2022, below is a summary of the Independent Wealth Network Inc. top holdings by largest position size, as per the latest 13f filing made by Independent Wealth Network Inc.. In the Independent Wealth Network Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Independent Wealth Network Inc. in that top holding, then the share count change between reporting periods, and finally the Independent Wealth Network Inc. top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
J P MORGAN EXCHANGE TRADED F (JPST) 247,369 +149,103 $12,391
     JPST247,369+149,103$12,391
SPDR SER TR (SPYG) 95,376 +3,369 $4,986
     SPYG95,376+3,369$4,986
CATERPILLAR INC 26,338 +4 $4,708
     CAT26,338+4$4,708
SPDR SER TR (SPYV) 119,001 -2,372 $4,382
     SPYV119,001-2,372$4,382
SPDR SER TR (SPLG) 87,595 +3,921 $3,884
     SPLG87,595+3,921$3,884
SPDR SER TR (SPAB) 145,944 -16,527 $3,846
     SPAB145,944-16,527$3,846
CHEVRON CORP NEW 23,993 -43 $3,474
     CVX23,993-43$3,474
ISHARES TR (ACWI) 36,847 +947 $3,091
     ACWI36,847+947$3,091
ISHARES TR (ILTB) 53,498 -2,796 $2,974
     ILTB53,498-2,796$2,974
APPLE INC 19,405 -493 $2,653
     AAPL19,405-493$2,653
SPDR SER TR (SPYD) 60,912 +7,351 $2,431
     SPYD60,912+7,351$2,431
BERKSHIRE HATHAWAY INC DEL      $2,399
     BRK.A4UNCH$1,636
     BRK.B2,795-991$763
SPDR GOLD TR (GLD) 13,163 +7,540 $2,217
     GLD13,163+7,540$2,217
MICROSOFT CORP 8,300 -465 $2,132
     MSFT8,300-465$2,132
ISHARES TR (FLOT) 38,287 -665 $1,911
     FLOT38,287-665$1,911
SPDR SER TR (BIL) 20,176 +2,557 $1,846
     BIL20,176+2,557$1,846
ISHARES TR (USRT) 32,668 +45 $1,744
     USRT32,668+45$1,744
ISHARES TR (SHY) 20,701 +282 $1,714
     SHY20,701+282$1,714
DIMENSIONAL ETF TRUST (DFUS) 35,963 +2,439 $1,465
     DFUS35,963+2,439$1,465
VANGUARD INDEX FDS (VOO) 4,191 -632 $1,454
     VOO4,191-632$1,454
FIRST TR EXCH TRADED FD III (FPE) 82,612 +5,033 $1,423
     FPE82,612+5,033$1,423
ISHARES TR (IYE) 35,325 +3 $1,347
     IYE35,325+3$1,347
VANGUARD WHITEHALL FDS (VYM) 12,747 +584 $1,296
     VYM12,747+584$1,296
VANGUARD BD INDEX FDS (BND) 16,931 +4,670 $1,274
     BND16,931+4,670$1,274
ISHARES TR (TIP) 10,804 -11,970 $1,231
     TIP10,804-11,970$1,231
FIRST TR EXCHNG TRADED FD VI (FIXD) 26,278 +435 $1,219
     FIXD26,278+435$1,219
ISHARES SILVER TR (SLV) 64,188 -4,685 $1,196
     SLV64,188-4,685$1,196
J P MORGAN EXCHANGE TRADED F (JPUS) 12,966 -793 $1,187
     JPUS12,966-793$1,187
AMPLIFY ETF TR (YYY) 92,775 +10,029 $1,173
     YYY92,775+10,029$1,173
ALLIANCEBERNSTEIN GLOBAL HIG 107,752 +10,729 $1,053
     AWF107,752+10,729$1,053
CISCO SYS INC 24,426 -638 $1,042
     CSCO24,426-638$1,042
HERSHEY CO 4,818 +1,000 $1,037
     HSY4,818+1,000$1,037
FIRST TR EXCHANGE TRADED FD (FTCS) 14,467 -452 $1,012
     FTCS14,467-452$1,012
VANGUARD INDEX FDS (VUG) 4,474 -405 $997
     VUG4,474-405$997
SPDR SER TR (TFI) 20,331 +575 $932
     TFI20,331+575$932
ISHARES TR (DVY) 7,769 +196 $914
     DVY7,769+196$914
ISHARES TR (IVE) 6,054 -1,978 $832
     IVE6,054-1,978$832
ISHARES TR (IJJ) 8,321 -728 $786
     IJJ8,321-728$786
ISHARES TR (IJS) 8,824 -863 $786
     IJS8,824-863$786
VANGUARD INDEX FDS (VNQ) 8,596 -9 $783
     VNQ8,596-9$783
INVESCO EXCH TRADED FD TR II (BKLN) 36,823 +239 $746
     BKLN36,823+239$746
SCHWAB STRATEGIC TR 14,872 +6,560 $732
     SCHO14,872+6,560$732
WISDOMTREE TR 15,905 +410 $711
     AGGY15,905+410$711
SELECT SECTOR SPDR TR (XLK) 5,587 -105 $710
     XLK5,587-105$710
DIMENSIONAL ETF TRUST (DFAX) 32,816 +1,900 $704
     DFAX32,816+1,900$704
KROGER CO 14,851 +1,010 $703
     KR14,851+1,010$703
VISA INC 3,554 -24 $700
     V3,554-24$700
EXXON MOBIL CORP 8,005 +63 $686
     XOM8,005+63$686
AMAZON COM INC 6,435 +6,118 $683
     AMZN6,435+6,118$683
JOHNSON & JOHNSON 3,704 -5 $657
     JNJ3,704-5$657

See Full List: All Stocks Held By Independent Wealth Network Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Independent Wealth Network Inc.

Size ($ in 1000's)
At 06/30/2022: $138,882
At 03/31/2022: $157,509

Independent Wealth Network Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Independent Wealth Network Inc. 13F filings. Link to 13F filings: SEC filings

Independent Wealth Network Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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