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Disclosery

13F-HR filed by Independent Wealth Network Inc.

Independent Wealth Network Inc. filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-04-11, with 39 holding rows worth $38,189,782.

Accession
0001891240-24-000002
Filer
CIK 1891240
Filed
2024-04-11
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2024

A holdings report, 39 entries on the cover page, a total value of $38,189,782 stated on the cover page (in dollars after the unit check, H1), rows summing to $38,189,782 with VALUE read as dollars as filed, 13F file number 028-21395. A later restatement replaced it, so the quarter does not use it. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SPDR SER TR78464A508PRTFLO S&P500 VL83,268$4,171,727dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS56,603$4,140,509dollars as filed
ISHARES TR464288257MSCI ACWI ETF28,604$3,150,159dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS45,253$2,784,417dollars as filed
SPDR SERIES TRUST78464A649ST STR AGGRE ETF106,792$2,699,702dollars as filed
ISHARES TR464289479CORE LT USDB ETF45,973$2,349,680dollars as filed
ISHARES TR464288521CRE U S REIT ETF25,354$1,364,045dollars as filed
Hartford Schroders Tax-Aware Bond ETF41653L404ETF69,394$1,358,735dollars as filed
SPDR Portfolio S&P 500 High Dividend ETF78468R788SHS30,849$1,255,863dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q407JPMORGAN DIVER10,080$1,128,998dollars as filed
INVESCO EXCH TRADED FD TR II46138G508SR LN ETF42,895$907,229dollars as filed
WISDOMTREE TR97717X511YIELD ENHANCD US19,879$862,749dollars as filed
Microsoft Corp594918104COM1,708$718,590dollars as filed
Vanguard Real Estate922908553SHS7,147$618,062dollars as filed
INVESCO EXCHANGE TRADED FD T46137V308BUYBACK ACHIEV5,698$616,695dollars as filed
WELLS FARGO & CO949746804PERP PFD CNV A500$609,675dollars as filed
FIRST TR EXCHANGE-TRADED FD33733E104CAP STRENGTH ETF7,014$600,749dollars as filed
INVESCO EXCHANGE TRADED FD T46137V258S&P500 PUR VAL6,683$591,045dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF9,856$570,268dollars as filed
ISHARES TR46435G102CONV BD ETF7,121$568,469dollars as filed
FIRST TR EXCH TRADED FD III33739E108PFD SECS INC ETF32,695$566,277dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,072$563,661dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q878HIGH YLD RESRCH12,157$561,532dollars as filed
VANGUARD MALVERN FDS922020805SHS11,607$555,859dollars as filed
FIRST TR MID CAP CORE ALPHAD33735B108COM SHS4,059$460,169dollars as filed
FIRST TR EXCHANGE-TRADED ALP33735J101COM SHS5,745$438,803dollars as filed
FIRST TR SML CP CORE ALPHA F33734Y109COM SHS4,631$431,794dollars as filed
ISHARES GLOBAL EQUITY FACTOR ETF46434V316COM10,388$429,239dollars as filed
FIRST TR EXCHANGE-TRADED ALP33734K109COM SHS3,803$377,410dollars as filed
Vanguard Total Bond Market ETF921937835SHS5,127$372,351dollars as filed
FIRST TR EXCHANGE-TRADED ALP33737M300SML CP GRW ALP5,443$357,578dollars as filed
ARK ETF TR00214Q104INNOVATION ETF6,769$338,992dollars as filed
JPMORGAN DVRSFD RTRN INTRNL EQT ETF46641Q209COM5,663$318,997dollars as filed
MADISON COVERED CALL & EQUITY557437100COM42,910$313,672dollars as filed
Apple Inc037833100COM1,726$295,974dollars as filed
SPROTT ASSET MANAGEMENT LP85208R101PHYSICAL GOLD AN13,894$282,604dollars as filed
Eli Lilly and Company532457108COM350$272,286dollars as filed
BLACKROCK RESOURCES & COMMODIT09257A108SHS17,524$159,118dollars as filed
B2GOLD CORP COM11777Q209Stock10,000$26,100dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001891240-24-000002this filing2024-04-11acceptance time not in the bulk data set
13F-HR/A 0001891240-24-000003 base2024-05-20acceptance time not in the bulk data set