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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
SPYGSpdr Ser Tr
Recent Activity
Increased 0.29%
4.2%
$10.332M
117,546 shares@ $87.91 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 19.37%
3.97%
$9.777M
141,816 shares@ $68.95 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 4.51%
3.79%
$9.331M
185,253 shares@ $50.37 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 4.37%
2.82%
$6.929M
135,497 shares@ $51.15 avg price
AAPLApple Inc
Recent Activity
Increased 6.3%
2.2%
$5.413M
21,617 shares@ $250.42 avg price
ACWIIshares Tr
Recent Activity
Increased 2.13%
1.93%
$4.742M
40,361 shares@ $117.5 avg price
ILTBIshares Tr
Recent Activity
Increased 40.99%
1.88%
$4.626M
95,086 shares@ $48.65 avg price
CVXChevron Corp New
Recent Activity
Increased 6.09%
1.77%
$4.351M
30,039 shares@ $144.85 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 6.43%
1.74%
$4.287M
10,171 shares@ $421.51 avg price
DFUSDimensional Etf Trust
Recent Activity
Increased 5.84%
1.59%
$3.917M
61,446 shares@ $63.76 avg price