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| Name: |
Independent Wealth Network Inc. |
| City: |
URBANDALE |
| State: |
IA |
| Zip: |
50323 |
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data |
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| Holdings
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CSHI |
Neos Enhanced Income Cash A... |
18 |
New |
$0.00 |
$2,268,000 |
45,536 |
1.06% |
2,268,000 |
45,536 |
0.506 |
N/A |
|
|
FJAN |
Ft Cboe Vest Us Equity Buff... |
23 |
New |
$0.00 |
$2,073,000 |
49,390 |
0.97% |
2,073,000 |
49,390 |
0.549 |
N/A |
|
|
JBI |
Janus International Group |
33 |
New |
$13.10 |
$1,522,000 |
100,594 |
0.71% |
1,522,000 |
100,594 |
0.074 |
N/A |
|
|
BUFR |
First Tr Exchng Traded Fd Vi |
68 |
New |
$0.00 |
$820,000 |
29,338 |
0.38% |
820,000 |
29,338 |
0.033 |
N/A |
|
|
HON |
Honeywell International Inc |
73 |
New |
$207.23 |
$768,000 |
3,744 |
0.36% |
768,000 |
3,744 |
0 |
Conglomerates |
|
|
FLRT |
Pacific Global Senior Loan Etf |
105 |
New |
$49.19 |
$554,000 |
11,653 |
0.26% |
554,000 |
11,653 |
0.129 |
N/A |
|
|
BUFB |
Innovator Laddered Allocati... |
109 |
New |
$0.00 |
$548,000 |
18,649 |
0.26% |
548,000 |
18,649 |
0.021 |
N/A |
|
|
SDVY |
First Trust Smid Cap Rising... |
133 |
New |
$0.00 |
$405,000 |
11,623 |
0.19% |
405,000 |
11,623 |
0.013 |
N/A |
|
|
CGUS |
Capital Group Core Equity Etf |
144 |
New |
$0.00 |
$370,000 |
11,864 |
0.17% |
370,000 |
11,864 |
0.013 |
N/A |
|
|
AVGO |
Broadcom Limited |
169 |
New |
$1,330.82 |
$293,000 |
221 |
0.14% |
293,000 |
221 |
0.008 |
Semiconductor- Broad... |
|
|
PG |
Procter & Gamble Co |
174 |
New |
$167.01 |
$286,000 |
1,763 |
0.13% |
286,000 |
1,763 |
0 |
Cleaning Products |
|
|
FFEB |
Ft Cboe Vest Us Equity Buff... |
182 |
New |
$0.00 |
$249,000 |
5,500 |
0.12% |
249,000 |
5,500 |
0.077 |
N/A |
|
|
AIRR |
First Trust Rba American In... |
184 |
New |
$69.00 |
$247,000 |
3,672 |
0.12% |
247,000 |
3,672 |
0.004 |
N/A |
|
|
GD |
General Dynamics Corp |
195 |
New |
$297.32 |
$221,000 |
783 |
0.1% |
221,000 |
783 |
0 |
Aerospace/Defense - M... |
|
|
DIS |
Walt Disney Co |
196 |
New |
$103.33 |
$215,000 |
1,756 |
0.1% |
215,000 |
1,756 |
0 |
Entertainment - Diver... |
|
|
WFC |
Wells Fargo & Co |
198 |
New |
$58.70 |
$213,000 |
3,679 |
0.1% |
213,000 |
3,679 |
0 |
Domestic Money Center... |
|
|
GBTC |
Grayscale Bitcoin |
201 |
New |
$0.00 |
$209,000 |
3,309 |
0.1% |
209,000 |
3,309 |
0.001 |
N/A |
|
|
DVN |
Devon Energy Corp |
203 |
New |
$46.65 |
$206,000 |
4,112 |
0.1% |
206,000 |
4,112 |
0 |
Independent Oil & Gas |
|
|
TXN |
Texas Instruments Inc |
202 |
New |
$193.30 |
$206,000 |
1,182 |
0.1% |
206,000 |
1,182 |
0.001 |
Semiconductor- Broad... |
|
|
ADP |
Automatic Data Processing Inc |
205 |
New |
$245.67 |
$204,000 |
817 |
0.1% |
204,000 |
817 |
0 |
Business Software & S... |
|
|
WM |
Waste Management Inc |
207 |
New |
$203.63 |
$202,000 |
949 |
0.09% |
202,000 |
949 |
0 |
Waste Management |
|
|
WTBA |
West Bancorporation Inc |
210 |
New |
$16.62 |
$182,000 |
10,206 |
0.09% |
182,000 |
10,206 |
0.062 |
Domestic Regional Banks |
|
|
BTG |
B2gold Corp. |
220 |
New |
$2.70 |
$26,000 |
10,000 |
0.01% |
26,000 |
10,000 |
0.001 |
N/A |
|
|
AKBA |
Akebia Therapeutics, Inc. |
221 |
New |
$1.13 |
$22,000 |
12,003 |
0.01% |
22,000 |
12,003 |
0.008 |
N/A |
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