Independent Wealth Network Inc.
Q1 2025 13F Holdings
- Locationurbandale, IA
- Num holdings
245
- Value ($000)
$250,712
- Date Filed05/02/2025
- Form type13F-HR
- CIK0001891240
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $9.46M | 4 % | 143,876 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $9.45M | 4 % | 117,575 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $9.27M | 4 % | 183,083 | ||
CAT CATERPILLAR INC | COM | 149123101 | $8.75M | 4 % | 26,546 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $6.96M | 3 % | 136,189 | ||
ILTB ISHARES TR | CORE LT USDB ETF | 464289479 | $5.16M | 2 % | 103,257 | ||
CHV CHEVRON CORP NEW | COM | 166764100 | $5.00M | 2 % | 29,885 | ||
FLRT PACER FDS TR | PAC ASSET FLTG | 69374H428 | $4.95M | 2 % | 105,107 | ||
ACWI ISHARES TR | MSCI ACWI ETF | 464288257 | $4.71M | 2 % | 40,499 | ||
AAPL APPLE INC | COM | 037833100 | $4.63M | 2 % | 20,827 |
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