Independent Wealth Network Inc.

Q4 2024 13F Holdings

  • Location
    urbandale, IA
  • Num holdings

    236

  • Value ($000)

    $246,475

  • Date Filed
    01/17/2025
  • Form type
    13F-HR
  • CIK
    0001891240
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR SER TR

PRTFLO S&P500 GW
78464A409
$10.33M
4 %

117,546

KRE
KRE

SPDR SER TR

PORTFOLIO S&P500
78464A854
$9.78M
4 %

141,816

CAT
CAT

CATERPILLAR INC

COM
149123101
$9.65M
4 %

26,607

JPST
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$9.33M
4 %

185,253

SPYV
SPYV

SPDR SER TR

PRTFLO S&P500 VL
78464A508
$6.93M
3 %

135,497

AAPL
AAPL

APPLE INC

COM
037833100
$5.41M
2 %

21,617

ACWI
ACWI

ISHARES TR

MSCI ACWI ETF
464288257
$4.74M
2 %

40,361

ILTB
ILTB

ISHARES TR

CORE LT USDB ETF
464289479
$4.63M
2 %

95,086

CHV
CHV

CHEVRON CORP NEW

COM
166764100
$4.35M
2 %

30,039

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$4.29M
2 %

10,171

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