Portfolio (Quarterly)
Guide ↗
Independent Wealth Network Inc.
· CIK 0001891240| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,689.0 | $306K | 0.08% | NEW | — | $180.94 | +3.5% |
| 242 | STX | SEAGATE TECHNOLOGY HLDNGS PL | Technology | 315.0 | $304K | 0.08% | NEW | — | $965.11 | -6.6% |
| 243 | EQIX | EQUINIX INC | Real Estate | 291.0 | $303K | 0.08% | NEW | — | $1042.62 | +4.1% |
| 244 | KO | COCA COLA CO | Consumer Defensive | 3,724.0 | $303K | 0.08% | NEW | — | $81.26 | +9.3% |
| 245 | RIVN | RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 17,391.0 | $302K | 0.08% | NEW | — | $17.35 | -14.6% |
| 246 | MRK | MERCK & CO INC | Healthcare | 2,346.0 | $301K | 0.08% | NEW | — | $128.50 | +5.5% |
| 247 | SHEL | SHELL PLC | Energy | 3,882.0 | $301K | 0.08% | NEW | — | $77.54 | +18.5% |
| 248 | TOST | TOAST INC | Technology | 10,788.0 | $300K | 0.08% | NEW | — | $27.82 | +27.5% |
| 249 | SGOL | ETFS GOLD TR | Financial Services | 7,837.0 | $300K | 0.08% | NEW | — | $38.23 | +8.5% |
| 250 | IAGG | ISHARES TR | — | 5,912.0 | $299K | 0.08% | NEW | — | $50.60 | -1.6% |
| 251 | AVUS | AMERICAN CENTY ETF TR | — | 2,331.0 | $299K | 0.08% | NEW | — | $128.10 | +2.3% |
| 252 | LRCX | LAM RESEARCH CORP | Technology | 680.0 | $295K | 0.07% | NEW | — | $433.33 | -24.9% |
| 253 | MDT | MEDTRONIC PLC | Healthcare | 3,730.0 | $292K | 0.07% | NEW | — | $78.24 | +18.3% |
| 254 | PEP | PEPSICO INC | Consumer Defensive | 2,119.0 | $287K | 0.07% | NEW | — | $135.40 | +3.7% |
| 255 | TDIV | FIRST TR EXCHANGE TRADED FD | — | 2,495.0 | $287K | 0.07% | NEW | — | $114.88 | -0.2% |
| 256 | NOW | SERVICENOW INC | Technology | 2,881.0 | $286K | 0.07% | NEW | — | $99.29 | +21.8% |
| 257 | BCI | ABRDN ETFS | — | 12,624.0 | $282K | 0.07% | NEW | — | $22.34 | +11.4% |
| 258 | VT | VANGUARD INTL EQUITY INDEX F | — | 1,780.0 | $279K | 0.07% | NEW | — | $156.94 | +2.1% |
| 259 | ENB | ENBRIDGE INC | Energy | 5,015.0 | $272K | 0.07% | NEW | — | $54.21 | -5.4% |
| 260 | PSX | PHILLIPS 66 | Energy | 1,605.0 | $271K | 0.07% | NEW | — | $169.06 | +43.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Industrials
24.3%
Technology
23.6%
Financial Services
23.1%
Consumer Cyclical
6.8%
Energy
6.6%
Consumer Defensive
5.4%
Communication Services
5.0%
Healthcare
2.1%
Basic Materials
1.7%
Real Estate
0.9%