Independent Wealth Network Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 17, 2025), Independent Wealth Network Inc. reported 235 stock positions worth $245.9 million. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 4.2% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 4.0%) and Caterpillar (CAT, 3.9%). Compared with Q3 2024, it opened 29 new positions, sold out of 15, added to 138 and reduced 66. The biggest buy was a new position in Fidelity Nasdaq Comp Indx (ONEQ) and the biggest sale an exit from iShares 0-1 Year Treasury Bo (SHV).
- Most Recent 13F
- Q2 2026
- Location
- URBANDALE, IA
- CIK
- 0001891240
- Portfolio Value
- $245.9M (Q4 2024)
- SEC Filing
- 0001891240-25-000001 ↗ filed Jan 17, 2025
Holdings Value
Holdings 235 stocks · $245.9M
| SPYG SS SPDR P S&P 500 Growth ETF | 4.20% | 117,546 | $10.3M | Add +0.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.98% | 141,816 | $9.8M | Add +19.4% |
| CAT Caterpillar Inc. | 3.93% | 26,607 | $9.7M | Reduce -0.1% |
| JPST JPMorgan Ultra-Short Income | 3.80% | 185,253 | $9.3M | Add +4.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.82% | 135,497 | $6.9M | Add +4.4% |
| AAPL Apple Inc. | 2.20% | 21,617 | $5.4M | Add +6.3% |
| ACWI iShares MSCI Acwi ETF | 1.93% | 40,361 | $4.7M | Add +2.1% |
| ILTB iShares Core 10+ Year Usd Bo | 1.88% | 95,086 | $4.6M | Add +41.0% |
| CVX Chevron Corp. | 1.77% | 30,039 | $4.4M | Add +6.1% |
| MSFT Microsoft Corp. | 1.74% | 10,171 | $4.3M | Add +6.4% |
| DFUS Dimensional US Eq MKT ETF | 1.59% | 61,446 | $3.9M | Add +5.8% |
| SPAB SS SPDR P Agg Bond ETF | 1.55% | 152,564 | $3.8M | Add +3.8% |
| VOO Vanguard S&P 500 ETF | 1.48% | 6,756 | $3.6M | Add +24.6% |
| FLRT Pacer Aristotle Pacific Floa | 1.47% | 75,981 | $3.6M | Reduce -24.5% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 1.46% | 83,003 | $3.6M | Add +3.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.40% | 37,705 | $3.4M | Add +66.3% |
| NVDA Nvidia Corp. | 1.31% | 24,009 | $3.2M | Add +10.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.22% | 5,863 | $3.0M | Add +21.3% |
| AMZN Amazon.com Inc. | 1.20% | 13,465 | $3.0M | Add +11.3% |
| PSFF Pacer Swan Sos Fund of Funds | 1.01% | 84,430 | $2.5M | Add +9.5% |
| USRT iShares Core US REIT ETF | 0.99% | 42,439 | $2.4M | Add +1.7% |
| GLD SPDR Gold Shares | 0.98% | 9,998 | $2.4M | Add +2.6% |
| QDPL Pacer Met US LRG Cap DVD 400 | 0.97% | 62,350 | $2.4M | Add +210.8% |
| SLV iShares Silver Trust | 0.97% | 90,516 | $2.4M | Add +5.4% |
| RDFI Rareview Dynamic Fixed Incom filed as COLLABORATIVE INVESTMNT SER | 0.96% | 99,629 | $2.4M | Add +17.7% |
| VYM Vanguard High DVD Yield ETF | 0.94% | 18,136 | $2.3M | Add +1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.93% | 5,026 | $2.3M | Add +7.7% |
| FJAN FT Vest U.S. Equity Buffer E | 0.92% | 49,353 | $2.3M | Reduce -0.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.92% | 5,511 | $2.3M | Add +8.4% |
| JEPI JPMorgan Equity Premium Inco | 0.85% | 36,302 | $2.1M | Add +16.9% |
| STIP iShares 0-5 Year Tips Bond E | 0.79% | 19,310 | $1.9M | Add +18.6% |
| FPE FT-Preferred Secur & Inc. ETF | 0.78% | 108,525 | $1.9M | Add +0.5% |
| META Meta Platforms Inc. Class A | 0.76% | 3,208 | $1.9M | Add +4.3% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.72% | 23,161 | $1.8M | New |
| V Visa Inc. Class A | 0.69% | 5,353 | $1.7M | Reduce -0.1% |
| YYY Amplify Cef High Income ETF | 0.68% | 144,565 | $1.7M | Add +1.9% |
| JMHI JPMorgan High Yield Municpl | 0.67% | 32,946 | $1.7M | New |
| PLTR Palantir Technologies Inc. Class A | 0.66% | 21,446 | $1.6M | Reduce -19.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.63% | 2,634 | $1.5M | Reduce -0.7% |
| JPUS JPMorgan Div Ret US Eq ETF | 0.57% | 12,334 | $1.4M | Add +20.0% |
| TSLA Tesla Inc. | 0.56% | 3,381 | $1.4M | Add +77.2% |
| XLK SS Technology Select Sector | 0.55% | 5,786 | $1.3M | Add +0.3% |
| SGOV iShares 0-3 Month Treasury B | 0.54% | 13,284 | $1.3M | New |
| XAWFX Alliancebernstein GL Hi Inc. | 0.53% | 121,750 | $1.3M | Reduce -0.6% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.52% | 41,970 | $1.3M | Add +23.8% |
| AGGY Wisdomtree Yield Enhanced US | 0.52% | 29,629 | $1.3M | Add +9.4% |
| KYN Kayne Anderson Energy Infra | 0.50% | 97,272 | $1.2M | Add +3.9% |
| BND Vanguard Total Bond Market | 0.50% | 17,151 | $1.2M | Add +3.1% |
| BKLN Invesco Senior Loan ETF | 0.50% | 58,324 | $1.2M | Add +24.8% |
| QYLD Global X Nasd 100 Cov Call | 0.50% | 67,446 | $1.2M | New |
| MSI Motorola Solutions Inc. | 0.50% | 2,658 | $1.2M | Add +3.9% |
| SECT Main Sector Rotation ETF | 0.50% | 22,338 | $1.2M | Add +8.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.50% | 14,934 | $1.2M | Reduce -30.6% |
| KR Kroger Co. | 0.47% | 18,743 | $1.1M | Add +2.8% |
| COST Costco Wholesale Corp. | 0.46% | 1,239 | $1.1M | Add +2.6% |
| FLOT iShares Floating Rate Bond E | 0.46% | 22,137 | $1.1M | Add +2.1% |
| DVY iShares Select Dividend ETF | 0.44% | 8,289 | $1.1M | Add +17.3% |
| HD Home Depot Inc. | 0.44% | 2,792 | $1.1M | Add +1.8% |
| PGX Invesco Preferred ETF | 0.42% | 90,434 | $1.0M | Add +6.9% |
| MINT PIMCO Enhanced Short Maturit | 0.42% | 10,365 | $1.0M | Add +2.6% |
| ARCC Ares Capital Corp. | 0.42% | 47,505 | $1.0M | Add +6.6% |
| FTSM First Trust Enh Short Mat FD | 0.41% | 17,037 | $1.0M | Reduce -6.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.41% | 3,578 | $1.0M | Add +31.7% |
| VIG Vanguard Dividend Apprec ETF | 0.40% | 5,026 | $984K | Reduce -1.0% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.40% | 27,833 | $973K | Add +35.2% |
| SOXX iShares Semiconductor ETF | 0.39% | 4,495 | $969K | Add +10.2% |
| ITA iShares U.S. Aerospace & Def | 0.39% | 6,646 | $966K | Add +6.4% |
| LGLV SPDR US LC Low Vol Idx | 0.39% | 5,835 | $964K | Reduce -16.2% |
| MO Altria Group Inc. | 0.39% | 18,421 | $963K | Add +2.5% |
| VCIT Vanguard Int-Term Corporate | 0.38% | 11,709 | $940K | Add +11.7% |
| ET Energy Transfer LP | 0.38% | 47,607 | $933K | Add +5.2% |
| IVV iShares Core S&P 500 ETF | 0.38% | 1,580 | $930K | Reduce -9.3% |
| VNQ Vanguard Real Estate ETF | 0.37% | 10,328 | $920K | Add +6.2% |
| HON Honeywell International Inc. | 0.37% | 4,035 | $911K | Add +2.7% |
| XOM Exxon Mobil Corp. | 0.37% | 8,374 | $901K | Add +0.8% |
| XLE SS Energy Select Sector | 0.36% | 10,441 | $894K | Add +9.6% |
| VTIP Vanguard Short-Term Tips | 0.36% | 18,403 | $891K | Add +6.3% |
| XMMO Invesco S&P Midcap Momentum | 0.36% | 7,200 | $889K | Add +118.4% |
| HACK Amplify Cybersecurity ETF | 0.36% | 11,747 | $875K | Add +0.4% |
| GOOG Alphabet Inc. Class C | 0.35% | 4,544 | $865K | Add +10.3% |
| BA The Boeing Co. | 0.34% | 4,701 | $832K | Add +35.3% |
| SDVY First Trust Smid Cap Rising | 0.33% | 22,483 | $806K | Add +32.5% |
| EFA iShares MSCI Eafe ETF | 0.31% | 10,053 | $760K | Add +3.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.30% | 2,891 | $734K | Add +0.5% |
| CLX Clorox Company | 0.28% | 4,264 | $692K | Add +7.2% |
| JNJ Johnson & Johnson | 0.27% | 4,674 | $676K | Reduce -1.6% |
| JCPB JPMorgan Core Plus Bond ETF | 0.27% | 14,554 | $670K | Add +51.0% |
| HSY The Hershey Co. | 0.27% | 3,951 | $669K | Reduce -8.1% |
| LAC Lithium Americas Corp. | 0.26% | 216,973 | $644K | Add +133.3% |
| JSML Janus Hender SM Cap GRW Alph | 0.26% | 9,829 | $644K | New |
| BUFB Innovator Ladd Allo Buff ETF | 0.26% | 19,448 | $628K | Add +1.9% |
| CME Cme Group Inc. | 0.25% | 2,683 | $623K | Add +2.0% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.25% | 13,645 | $622K | Reduce -40.2% |
| PKW Invesco Buyback Achievers Et | 0.25% | 5,391 | $621K | Reduce -3.1% |
| EWA iShares MSCI Australia ETF | 0.25% | 25,901 | $618K | Add +2.1% |
| IAU iShares Gold Trust | 0.25% | 12,388 | $613K | Reduce -20.4% |
| CASY Casey's General Stores Inc. | 0.25% | 1,544 | $612K | Reduce -1.4% |
| FTCS First Trust Capital Strength | 0.25% | 6,925 | $608K | Add +0.1% |
| VEA Vanguard Ftse Developed ETF | 0.25% | 12,680 | $606K | Reduce -2.2% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.24% | 8,422 | $602K | Add +1.9% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $601K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 503 | $601K | Reduce -0.2% |
Total filed on the 13F, all lines: $246.5M.
Portfolio Sells Q3 2024 → Q4 2024
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −1.16 |
| CAT Caterpillar Inc. | Reduce -0.1% | 3.93% | −0.69 |
| FLRT Pacer Aristotle Pacific Floa | Reduce -24.5% | 1.47% | −0.65 |
| GOVT iShares US Treasury Bond ETF | Sold out | 0.00% | −0.30 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -30.6% | 0.50% | −0.30 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -40.2% | 0.25% | −0.22 |
| SCHA Schwab US Small-Cap ETF | Sold out | 0.00% | −0.22 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.21 |
| JBI Janus International Group Inc. | Sold out | 0.00% | −0.17 |
| USHY iShares Broad Usd High Yield | Reduce -32.6% | 0.24% | −0.15 |
| VGLT Vanguard Long-Term Treasury | Sold out | 0.00% | −0.14 |
| KSS Kohls Corp. | Reduce -3.0% | 0.19% | −0.13 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Sold out | 0.00% | −0.13 |
| LGLV SPDR US LC Low Vol Idx | Reduce -16.2% | 0.39% | −0.13 |
| LLY Eli Lilly & Co. | Reduce -28.3% | 0.17% | −0.13 |
| IGLD FT Vest Gold Strategy Target | Reduce -26.6% | 0.17% | −0.12 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.12 |
| AGG iShares Core U.S. Aggregate | Reduce -34.3% | 0.15% | −0.11 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.10 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.10 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.10 |
| IAU iShares Gold Trust | Reduce -20.4% | 0.25% | −0.09 |
| INTC Intel Corp. | Sold out | 0.00% | −0.09 |
| HSY The Hershey Co. | Reduce -8.1% | 0.27% | −0.09 |
| TT Trane Technologies PLC | Sold out | 0.00% | −0.09 |
| DON Wisdomtree US Midcap Dividen | Sold out | 0.00% | −0.09 |
| NYF iShares New York Muni Bond E | Reduce -26.8% | 0.16% | −0.08 |
| XAWFX Alliancebernstein GL Hi Inc. | Reduce -0.6% | 0.53% | −0.08 |
| FTSM First Trust Enh Short Mat FD | Reduce -6.9% | 0.41% | −0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -9.3% | 0.38% | −0.07 |
| JNJ Johnson & Johnson | Reduce -1.6% | 0.27% | −0.07 |
| DFAX Dimensional World Ex US Core | Reduce -9.7% | 0.21% | −0.06 |
| IVE iShares S&P 500 Value ETF | Reduce -13.8% | 0.21% | −0.06 |
| ABBV Abbvie Inc. | Reduce -6.7% | 0.20% | −0.06 |
| FJAN FT Vest U.S. Equity Buffer E | Reduce -0.4% | 0.92% | −0.06 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.2% | 0.25% | −0.06 |
| CNRG SS SPDR S&P Kensho CLP ETF | Reduce -13.0% | 0.15% | −0.06 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -31.5% | 0.09% | −0.06 |
| AAXJ iShares MSCI All Country Asi | Reduce -4.2% | 0.23% | −0.05 |
| AMD Advanced Micro Devices | Reduce -0.7% | 0.10% | −0.05 |
| FSK FS KKR Capital Corp. | Reduce -19.4% | 0.22% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.7% | 0.63% | −0.05 |
| AFL Aflac Inc. | Reduce -2.3% | 0.22% | −0.05 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.0% | 0.40% | −0.05 |
| IBB iShares Biotechnology ETF | Reduce -3.0% | 0.19% | −0.05 |
| FTRI First Trust Indxx Global Nat | Reduce -17.5% | 0.08% | −0.04 |
| IVW iShares S&P 500 Growth ETF | Reduce -26.4% | 0.10% | −0.04 |
| BABA Alibaba Group Holding-SP ADR | Reduce -0.2% | 0.10% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -9.8% | 0.12% | −0.04 |
| SCHX Schwab US Large-Cap ETF | Reduce -21.7% | 0.10% | −0.04 |
Portfolio Buys Q3 2024 → Q4 2024
| ONEQ Fidelity Nasdaq Comp Indx | New | 0.72% | +0.72 |
| JMHI JPMorgan High Yield Municpl | New | 0.67% | +0.67 |
| QDPL Pacer Met US LRG Cap DVD 400 | Add +210.8% | 0.97% | +0.64 |
| SGOV iShares 0-3 Month Treasury B | New | 0.54% | +0.54 |
| QYLD Global X Nasd 100 Cov Call | New | 0.50% | +0.50 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +66.3% | 1.40% | +0.48 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +19.4% | 3.98% | +0.42 |
| TSLA Tesla Inc. | Add +77.2% | 0.56% | +0.33 |
| ILTB iShares Core 10+ Year Usd Bo | Add +41.0% | 1.88% | +0.29 |
| JSML Janus Hender SM Cap GRW Alph | New | 0.26% | +0.26 |
| FRTY Alger Mid Cap 40 ETF | New | 0.24% | +0.24 |
| VOO Vanguard S&P 500 ETF | Add +24.6% | 1.48% | +0.21 |
| RTRE Rareview Total Return BD ETF | New | 0.20% | +0.20 |
| AMZN Amazon.com Inc. | Add +11.3% | 1.20% | +0.20 |
| CGBL Cap Group Core Balanced | New | 0.19% | +0.19 |
| XMMO Invesco S&P Midcap Momentum | Add +118.4% | 0.36% | +0.19 |
| QQQ Invesco QQQ Trust Series 1 | Add +21.3% | 1.22% | +0.17 |
| LAC Lithium Americas Corp. | Add +133.3% | 0.26% | +0.15 |
| SCHV Schwab US Large-Cap Value | New | 0.14% | +0.14 |
| NVDA Nvidia Corp. | Add +10.2% | 1.31% | +0.14 |
| HYLS FT Tactical High Yield ETF | New | 0.13% | +0.13 |
| GM General Motors Co. | New | 0.12% | +0.12 |
| ZOCT Inr Eqty Def P ETF - 1 Y Oc | New | 0.12% | +0.12 |
| IDEV iShares Core MSCI Dev MKTS | New | 0.11% | +0.11 |
| BA The Boeing Co. | Add +35.3% | 0.34% | +0.10 |
| TOST Toast Inc. Class A | New | 0.10% | +0.10 |
| AAPL Apple Inc. | Add +6.3% | 2.20% | +0.10 |
| XYZ Block Inc. | New | 0.10% | +0.10 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.10% | +0.10 |
| NOW ServiceNow Inc. | New | 0.09% | +0.09 |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui | New | 0.09% | +0.09 |
| FIIG FT Intermed Dur Ig Corp. ETF | New | 0.09% | +0.09 |
| CTVA Corteva Inc. | New | 0.09% | +0.09 |
| MUB iShares National Muni Bond E | New | 0.09% | +0.09 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +31.7% | 0.41% | +0.09 |
| IMCG iShares Morningstar Mid-Cap | New | 0.09% | +0.09 |
| TMUS T-Mobile US Inc. | New | 0.09% | +0.09 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.09% | +0.09 |
| WINN Harbor Long-Term Growers ETF | New | 0.08% | +0.08 |
| ACN Accenture PLC Class A | New | 0.08% | +0.08 |
| CGUS Cap Group Core Equity | Add +35.2% | 0.40% | +0.08 |
| WFC Wells Fargo & Co. | New | 0.08% | +0.08 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +23.8% | 0.52% | +0.07 |
| JCPB JPMorgan Core Plus Bond ETF | Add +51.0% | 0.27% | +0.07 |
| AVGO Broadcom Inc. | Add +14.9% | 0.22% | +0.07 |
| BKLN Invesco Senior Loan ETF | Add +24.8% | 0.50% | +0.06 |
| STIP iShares 0-5 Year Tips Bond E | Add +18.6% | 0.79% | +0.06 |
| PTLC Pacer Trendpilot US Large Ca | Add +52.4% | 0.20% | +0.06 |
| SCHG Schwab US Large-Cap Growth | Add +35.4% | 0.23% | +0.06 |
| ET Energy Transfer LP | Add +5.2% | 0.38% | +0.06 |
Notes & Other Activity Q3 2024 → Q4 2024
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Reduce -0.2% | 503 | $601K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 337 | $392.6M | CAT, SPYM, JPST, SPYG, QQQ |
| Q1 2026 | 295 | $336.0M | CAT, SPYM, JPST, SPYG, SLV |
| Q4 2025 | 286 | $326.7M | CAT, SPYG, SPYM, JPST, SPYV |
| Q3 2025 | 281 | $310.5M | SPYG, CAT, SPYM, JPST, SPYV |
| Q2 2025 | 257 | $274.2M | SPYG, SPYM, CAT, JPST, SPYV |
| Q1 2025 | 244 | $250.1M | SPYM, SPYG, JPST, CAT, SPYV |
| Q4 2024 | 235 | $245.9M | SPYG, SPYM, CAT, JPST, SPYV |
| Q3 2024 | 221 | $225.6M | CAT, SPYG, JPST, SPYM, SPYV |
| Q2 2024 | 213 | $214.3M | SPYG, CAT, SPYM, SPYV, JPST |
| Q1 2024Amended | 221 | $212.8M | CAT, SPYG, SPYM, SPYV, JPST |