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Andrew Endelman

@Independent Wealth Network Inc.

Latest period2024 - Q4ReportedManaged Assets$246.475MTotal holdings236
Assets growth rate8.94%Assets growth rate (2-Q avg)7.12%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Independent Wealth Network Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 236 positions.

Assets under management

The assets under management (AUM) of Independent Wealth Network Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 246.475M in assets, with a quarterly growth rate of 8.94% and a 2-quarter average growth rate of 7.12%. The portfolio is managed by Andrew Endelman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SHVIshares Tr
Recent Activity
Exited
0%
$2.608M
23,574 shares@ $110.64 avg price
GOVTIshares Tr
Recent Activity
Exited
0%
$674,343
28,757 shares@ $23.45 avg price
SCHASchwab Strategic Tr
Recent Activity
Exited
0%
$496,460
9,640 shares@ $51.5 avg price
TLTIshares Tr
Recent Activity
Exited
0%
$465,337
4,744 shares@ $98.09 avg price
JBIJanus International Group In
Recent Activity
Exited
0%
$380,075
37,594 shares@ $10.11 avg price
VGLTVanguard Scottsdale Fds
Recent Activity
Exited
0%
$313,718
5,098 shares@ $61.54 avg price
IUSBIshares Tr
Recent Activity
Exited
0%
$297,704
6,318 shares@ $47.12 avg price
CTRACoterra Energy Inc
Recent Activity
Exited
0%
$262,136
10,945 shares@ $23.96 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$241,227
254 shares@ $949.72 avg price
GDGeneral Dynamics Corp
Recent Activity
Exited
0%
$236,859
784 shares@ $302.12 avg price