HoldingsChannel.com
| Entity | Amount | Change
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 |
| JPST | 247,369 | +149,103 | $12,391 |
| SPDR SER TR (SPYG) |
95,376 | +3,369 | $4,986 |
| SPYG | 95,376 | +3,369 | $4,986 |
| CATERPILLAR INC |
26,338 | +4 | $4,708 |
| CAT | 26,338 | +4 | $4,708 |
| SPDR SER TR (SPYV) |
119,001 | -2,372 | $4,382 |
| SPYV | 119,001 | -2,372 | $4,382 |
| SPDR SER TR (SPLG) |
87,595 | +3,921 | $3,884 |
| SPLG | 87,595 | +3,921 | $3,884 |
| SPDR SER TR (SPAB) |
145,944 | -16,527 | $3,846 |
| SPAB | 145,944 | -16,527 | $3,846 |
| CHEVRON CORP NEW |
23,993 | -43 | $3,474 |
| CVX | 23,993 | -43 | $3,474 |
| ISHARES TR (ACWI) |
36,847 | +947 | $3,091 |
| ACWI | 36,847 | +947 | $3,091 |
| ISHARES TR (ILTB) |
53,498 | -2,796 | $2,974 |
| ILTB | 53,498 | -2,796 | $2,974 |
| APPLE INC |
19,405 | -493 | $2,653 |
| AAPL | 19,405 | -493 | $2,653 |
| SPDR SER TR (SPYD) |
60,912 | +7,351 | $2,431 |
| SPYD | 60,912 | +7,351 | $2,431 |
 BERKSHIRE HATHAWAY INC DEL |
$2,399 | ||
| BRK.A | 4 | UNCH | $1,636 |
| BRK.B | 2,795 | -991 | $763 |
| SPDR GOLD TR (GLD) |
13,163 | +7,540 | $2,217 |
| GLD | 13,163 | +7,540 | $2,217 |
| MICROSOFT CORP |
8,300 | -465 | $2,132 |
| MSFT | 8,300 | -465 | $2,132 |
| ISHARES TR (FLOT) |
38,287 | -665 | $1,911 |
| FLOT | 38,287 | -665 | $1,911 |
| SPDR SER TR (BIL) |
20,176 | +2,557 | $1,846 |
| BIL | 20,176 | +2,557 | $1,846 |
| ISHARES TR (USRT) |
32,668 | +45 | $1,744 |
| USRT | 32,668 | +45 | $1,744 |
| ISHARES TR (SHY) |
20,701 | +282 | $1,714 |
| SHY | 20,701 | +282 | $1,714 |
| DIMENSIONAL ETF TRUST (DFUS) |
35,963 | +2,439 | $1,465 |
| DFUS | 35,963 | +2,439 | $1,465 |
| VANGUARD INDEX FDS (VOO) |
4,191 | -632 | $1,454 |
| VOO | 4,191 | -632 | $1,454 |
| FIRST TR EXCH TRADED FD III (FPE) |
82,612 | +5,033 | $1,423 |
| FPE | 82,612 | +5,033 | $1,423 |
| ISHARES TR (IYE) |
35,325 | +3 | $1,347 |
| IYE | 35,325 | +3 | $1,347 |
| VANGUARD WHITEHALL FDS (VYM) |
12,747 | +584 | $1,296 |
| VYM | 12,747 | +584 | $1,296 |
| VANGUARD BD INDEX FDS (BND) |
16,931 | +4,670 | $1,274 |
| BND | 16,931 | +4,670 | $1,274 |
| ISHARES TR (TIP) |
10,804 | -11,970 | $1,231 |
| TIP | 10,804 | -11,970 | $1,231 |
| FIRST TR EXCHNG TRADED FD VI (FIXD) |
26,278 | +435 | $1,219 |
| FIXD | 26,278 | +435 | $1,219 |
| ISHARES SILVER TR (SLV) |
64,188 | -4,685 | $1,196 |
| SLV | 64,188 | -4,685 | $1,196 |
| J P MORGAN EXCHANGE TRADED F (JPUS) |
12,966 | -793 | $1,187 |
| JPUS | 12,966 | -793 | $1,187 |
| AMPLIFY ETF TR (YYY) |
92,775 | +10,029 | $1,173 |
| YYY | 92,775 | +10,029 | $1,173 |
| ALLIANCEBERNSTEIN GLOBAL HIG |
107,752 | +10,729 | $1,053 |
| AWF | 107,752 | +10,729 | $1,053 |
| CISCO SYS INC |
24,426 | -638 | $1,042 |
| CSCO | 24,426 | -638 | $1,042 |
| HERSHEY CO |
4,818 | +1,000 | $1,037 |
| HSY | 4,818 | +1,000 | $1,037 |
| FIRST TR EXCHANGE TRADED FD (FTCS) |
14,467 | -452 | $1,012 |
| FTCS | 14,467 | -452 | $1,012 |
| VANGUARD INDEX FDS (VUG) |
4,474 | -405 | $997 |
| VUG | 4,474 | -405 | $997 |
| SPDR SER TR (TFI) |
20,331 | +575 | $932 |
| TFI | 20,331 | +575 | $932 |
| ISHARES TR (DVY) |
7,769 | +196 | $914 |
| DVY | 7,769 | +196 | $914 |
| ISHARES TR (IVE) |
6,054 | -1,978 | $832 |
| IVE | 6,054 | -1,978 | $832 |
| ISHARES TR (IJJ) |
8,321 | -728 | $786 |
| IJJ | 8,321 | -728 | $786 |
| ISHARES TR (IJS) |
8,824 | -863 | $786 |
| IJS | 8,824 | -863 | $786 |
| VANGUARD INDEX FDS (VNQ) |
8,596 | -9 | $783 |
| VNQ | 8,596 | -9 | $783 |
| INVESCO EXCH TRADED FD TR II (BKLN) |
36,823 | +239 | $746 |
| BKLN | 36,823 | +239 | $746 |
| SCHWAB STRATEGIC TR |
14,872 | +6,560 | $732 |
| SCHO | 14,872 | +6,560 | $732 |
| WISDOMTREE TR |
15,905 | +410 | $711 |
| AGGY | 15,905 | +410 | $711 |
| SELECT SECTOR SPDR TR (XLK) |
5,587 | -105 | $710 |
| XLK | 5,587 | -105 | $710 |
| DIMENSIONAL ETF TRUST (DFAX) |
32,816 | +1,900 | $704 |
| DFAX | 32,816 | +1,900 | $704 |
| KROGER CO |
14,851 | +1,010 | $703 |
| KR | 14,851 | +1,010 | $703 |
| VISA INC |
3,554 | -24 | $700 |
| V | 3,554 | -24 | $700 |
| EXXON MOBIL CORP |
8,005 | +63 | $686 |
| XOM | 8,005 | +63 | $686 |
| AMAZON COM INC |
6,435 | +6,118 | $683 |
| AMZN | 6,435 | +6,118 | $683 |
| JOHNSON & JOHNSON |
3,704 | -5 | $657 |
| JNJ | 3,704 | -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 |
