Instuitional Investor - Independent Wealth Network Inc.
Fund Profile
Filing Period:
Fund Name: | Independent Wealth Network Inc. |
Portfolio Value | $190,105,372 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | CAT | 26,490 | $7,832,378 | 4.12% | |
2. | Spdr Series Trust | 119,908 | $7,801,197 | 4.1% | |
3. | Spdr Series Trust | 129,296 | $7,227,659 | 3.8% | |
4. | J P Morgan Exchange Traded F | 123,339 | $6,195,335 | 3.25% | |
5. | Spdr Series Trust | 132,504 | $6,178,643 | 3.25% |