Fund HoldingsIndependent Wealth Network Inc.

Total Portfolio Value
$214.87M
Total Bought
$19.09M
Total Sold
$15.49M
Net Transaction
+$3.59M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
TIDAL ETF TR072,571+72,57102,5171.17%+2,517
PACER FDS TR
ARIST HIGH ETF
11,65362,869+51,2165542,9891.39%+2,435
SPDR SER TR
ST STR P500GRW
119,049125,166+6,1178,70810,0304.67%+1,321
NVIDIA CORPORATION(NVDA)2,02622,186+20,1601,8312,7411.28%+910
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
030,451+30,45108810.41%+881
APPLE INC(AAPL)020,834+20,83404,3882.04%+4,388
FIDELITY COMWLTH TR09,155+9,15506400.30%+640
PACER FDS TR
SWAN SOS FD OF
51,09570,461+19,3661,3801,9580.91%+578
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
47,51854,076+6,5582,7083,1821.48%+475
FIRST TR EXCHANGE-TRADED FD017,209+17,20903450.16%+345
SPDR SER TR
ST STR BLO 1 ETF
19,29723,000+3,7031,7712,1110.98%+340
ELI LILLY & CO(LLY)463678+2153606140.29%+254
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
04,246+4,24602430.11%+243
PALO ALTO NETWORKS INC(PANW)0702+70202380.11%+238
MOTOROLA SOLUTIONS INC(MSI)2,1132,560+4477509880.46%+238
INVESCO QQQ TR4,6174,758+1412,0502,2791.06%+229
LITHIUM AMERS CORP NEW(LAC)080,454+80,45402160.10%+216
WALMART INC(WMT)03,133+3,13302120.10%+212
VANECK ETF TRUST
SEMICONDUCTR ETF
0812+81202120.10%+212
VANGUARD INDEX FDS5,3545,567+2132,5742,7841.30%+210
ADOBE INC(ADBE)0377+37702090.10%+209
AMAZON COM INC(AMZN)12,21212,477+2652,2032,4111.12%+208
ELEVANCE HEALTH INC(ELV)0372+37202020.09%+202
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
023,764+23,76401,4160.66%+1,416
MICROSOFT CORP(MSFT)10,68510,461-2244,4954,6752.18%+180
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
11,86416,868+5,0043705440.25%+174
VANGUARD INDEX FDS5,0475,066+191,7371,8950.88%+158
COSTCO WHSL CORP NEW(COST)1,2811,280-19391,0880.51%+150
ALPHABET INC(GOOG)3,9134,029+1165967390.34%+143
CASEYS GEN STORES INC(CASY)01,555+1,55505930.28%+593
COLLABORATIVE INVESTMNT SER
RARE DY FIXE ETF
043,866+43,86601,0180.47%+1,018
ISHARES TR3,1133,351+2387038270.38%+123
PALANTIR TECHNOLOGIES INC(PLTR)33,93935,360+1,4217818960.42%+115
SPDR S&P 500 ETF TR(SPY)3,7333,787+541,9532,0610.96%+108
EATON VANCE SR FLTNG RTE TR
COM
76,21484,018+7,8049931,0990.51%+106
ISHARES TR
BROAD USD HIGH
019,582+19,58207100.33%+710
ISHARES TR
0-5 YR TIPS ETF
14,43615,404+9681,4351,5330.71%+97
AMPLIFY ETF TR125,439133,853+8,4141,5131,6080.75%+95
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
11,62314,964+3,3414054990.23%+95
PIMCO CORPORATE & INCOME OPP(PTY)38,55646,655+8,0995736680.31%+94
EXXON MOBIL CORP7,5548,349+7958789610.45%+83
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
49,39049,381-92,0732,1431.00%+70
ALPHABET INC(GOOG)2,6802,586-944044710.22%+67
ISHARES SILVER TR(SLV)87,85077,659-10,1911,9992,0630.96%+65
ENERGY TRANSFER L P(ET)45,64348,150+2,5077187810.36%+63
KAYNE ANDERSON ENERGY INFRST(KYN)89,06292,148+3,0868929520.44%+60
ALLIANCEBERNSTEIN GLOBAL HIG
COM
110,155117,278+7,1231,1701,2290.57%+59
HONEYWELL INTL INC(HON)3,7443,873+1297688270.38%+59
META PLATFORMS INC(META)3,0553,040-151,4831,5330.71%+49
CHEVRON CORP NEW(CVX)27,63928,185+5464,3604,4092.05%+49
TESLA INC(TSLA)01,494+1,49402960.14%+296
ISHARES TR08,260+8,26005950.28%+595
SPDR SER TR
ST STR P500ETF
128,063123,832-4,2317,8807,9253.69%+46
PACER FDS TR
METAURUS CAP 400
11,99412,838+8444294710.22%+42
INVESCO EXCH TRADED FD TR II08,871+8,87105760.27%+576
FS CREDIT OPPORTUNITIES CORP(FSCO)051,694+51,69403290.15%+329
FS KKR CAP CORP(FSK)025,277+25,27704990.23%+499
KOHLS CORP(KSS)034,297+34,29707880.37%+788
AT&T INC(T)025,917+25,91704950.23%+495
FIRST TR EXCHANGE-TRADED FD
BUYWRIT INCM ETF
20,24821,900+1,6524554920.23%+37
ADVANCED MICRO DEVICES INC(AMD)2,1842,646+4623944290.20%+35
BOEING CO(BA)3,0143,382+3685826160.29%+34
SCHWAB STRATEGIC TR3,4623,507+453213540.16%+33
INVESCO EXCH TRADED FD TR II081,873+81,87309460.44%+946
PACER FDS TR
TRENDP US LAR CP
07,726+7,72603840.18%+384
AMPLIFY ETF TR11,19611,531+3357187460.35%+29
QUALCOMM INC(QCOM)01,336+1,33602660.12%+266
FIRST TR EXCH TRADED FD III0105,720+105,72001,8350.85%+1,835
SPDR INDEX SHS FDS
ST PORT MARK ETF
013,340+13,34005030.23%+503
ISHARES TR03,296+3,29603050.14%+305
FIRST TR EXCHANGE-TRADED FD
RBA INDL ETF
3,6723,987+3152472720.13%+25
FIDELITY COVINGTON TRUST01,785+1,78503060.14%+306
ISHARES INC025,133+25,13306140.29%+614
MADISON COVERED CALL & EQUIT044,181+44,18103360.16%+336
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
09,984+9,98407980.37%+798
WEST BANCORPORATION INC10,20611,350+1,1441822030.09%+21
SPDR SER TR
ST STR PR SP1500
8,5838,613+305515710.27%+21
ISHARES TR
FLTG RATE NT ETF
021,496+21,49601,0980.51%+1,098
TRACTOR SUPPLY CO(TSCO)0861+86102320.11%+232
ARES CAPITAL CORP(ARCC)43,68044,575+8959099290.43%+20
INNOVATOR ETFS TRUST
LADDERED ALC BFR
18,64918,570-795485670.26%+19
S&P GLOBAL INC(SPGI)0512+51202280.11%+228
SPROTT PHYSICAL GOLD & SILVE(CEF)013,636+13,63603010.14%+301
PIMCO ETF TR
ENHAN SHRT MA AC
010,036+10,03601,0100.47%+1,010
ISHARES TR1,6381,782+1443443620.17%+17
NORTHERN LTS FD TR IV
MAIN SECTR ROTN
18,89118,953+629529680.45%+17
JPMORGAN CHASE & CO.(JPM)1,5451,609+643093250.15%+16
GENERAL DYNAMICS CORP(GD)783816+332212370.11%+15
ALTRIA GROUP INC(MO)18,55018,086-4648098240.38%+15
NUVEEN REAL ESTATE INCOME FD(JRS)020,267+20,26701550.07%+155
VANGUARD WORLD FD
INF TECH ETF
0650+65003750.17%+375
ABBVIE INC(ABBV)02,235+2,23503830.18%+383
ISHARES TR1,6331,591-428588710.41%+13
HARTFORD FDS EXCHANGE TRADED
SCHRDRS TAX BD
071,625+71,62501,3830.64%+1,383
TEXAS INSTRS INC(TXN)1,1821,120-622062180.10%+12
ISHARES TR
GLOBAL EQUITY
010,373+10,37304400.20%+440
SCHWAB STRATEGIC TR09,202+9,20204430.21%+443
BLACKROCK RES & COMMODITIES(BCX)019,474+19,47401790.08%+179
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
5,5005,517+172492580.12%+9
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
2,5512,643+922933010.14%+8
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