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Independent Wealth Network Inc.

All holdings · as of Dec 31, 2025

287 positions

CompanyClassValueShares% of portfolio
Akebia Therapeutics, Inc.$20.9K13,0030.0%
NORTHERN DYNASTY MINERALS LT$30.9K15,6700.0%
B2GOLD CORP$45.1K10,0000.0%
DNP SELECT INCOME FUND INCDNPClosed-End Fund$114.1K11,4200.0%
FORD MOTOR CO$134.4K10,2400.0%
Granite Ridge Resources, Inc.GRNTCommon Stock$138.3K29,4260.0%
TIDAL TRUST II$142.8K14,3110.0%
B&G FOODS, INC.$152.6K35,4920.0%
NUVEEN REAL ESTATE INCOME FUND$165.5K21,6070.1%
FS Specialty Lending FundFSSLClosed-End Fund$168.9K11,9440.1%
Toast, Inc.$200.3K5,6420.1%
Mondelez International, Inc.$200.7K3,7280.1%
ILLINOIS TOOL WORKS INC$201.5K8180.1%
FIRST TR EXCHANGE-TRADED FD$201.8K4,1050.1%
INVESCO EXCH TRADED FD TR II$202.6K4,2220.1%
INTUIT INC.$202.7K3060.1%
Principal Financial Group Inc$203.8K2,3100.1%
3M CO$206.0K1,2870.1%
BROADRIDGE FINANCIAL SOLUTIONS INC$207.2K9280.1%
BARCLAYS PLC$207.6K8,1580.1%
Trane Technologies plc$208.0K5350.1%
FIRST TR EXCHANGE TRADED FD$208.4K13,2990.1%
SCHWAB STRATEGIC TR$210.4K7,8200.1%
THOMSON REUTERS CORP$210.6K1,5970.1%
Phillips 66$211.0K1,6350.1%
RTX Corp$211.1K1,1510.1%
Palo Alto Networks Inc$211.4K1,1470.1%
ISHARES U S ETF TR$211.9K4,2110.1%
GENERAL DYNAMICS CORP$212.3K6310.1%
INVESCO EXCHANGE TRADED FD T$212.7K3,5870.1%
PROSHARES TR$212.8K2,2570.1%
FIRST TR EXCHANGE TRADED FD$213.6K2,2060.1%
REPUBLIC SERVICES, INC.$214.5K1,0120.1%
SPDR INDEX SHS FDS$214.9K4,8380.1%
ZACKS TRUST$217.2K8,1880.1%
ISHARES INC$219.7K1,8500.1%
SPDR SERIES TRUST$220.4K9,3100.1%
Snap-on Inc$222.6K6460.1%
FIRST TR EXCHNG TRADED FD VI$223.2K8,4120.1%
SEI EXCHANGE TRADED FUNDS$224.1K4,8570.1%
SEI EXCHANGE TRADED FUNDS$226.3K5,4520.1%
NASDAQ, Inc.$228.0K2,3470.1%
First Trust Exchange-Traded Fund IV$228.2K10,7630.1%
VANGUARD INTL EQUITY INDEX F$229.6K1,6280.1%
WEST BANCORPORATION INC$229.7K10,3530.1%
VANGUARD WORLD FD$230.7K1,1120.1%
ORACLE CORP$235.5K1,2080.1%
Block, Inc.$236.0K3,6260.1%
Arthur J. Gallagher & Co.$236.7K9150.1%
Uber Technologies, Inc$237.3K2,9040.1%
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