test

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
LGLVSpdr Ser Tr
Recent Activity
Decreased -16.19%
0.4%
$963,971
5,835 shares@ $165.21 avg price
IVVIshares Tr
Recent Activity
Decreased -9.24%
0.38%
$930,055
1,580 shares@ $588.65 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -1.64%
0.28%
$675,961
4,674 shares@ $144.63 avg price
HSYHershey Co
Recent Activity
Decreased -8.07%
0.28%
$669,079
3,951 shares@ $169.35 avg price
TFISpdr Ser Tr
Recent Activity
Decreased -40.21%
0.26%
$622,493
13,645 shares@ $45.63 avg price
PKWInvesco Exchange Traded Fd T
Recent Activity
Decreased -3.07%
0.26%
$620,666
5,391 shares@ $115.14 avg price
IAUIshares Gold Tr
Recent Activity
Decreased -20.4%
0.25%
$613,351
12,388 shares@ $49.52 avg price
CASYCaseys Gen Stores Inc
Recent Activity
Decreased -1.4%
0.25%
$611,805
1,544 shares@ $396.25 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -2.18%
0.25%
$606,371
12,680 shares@ $47.83 avg price
9497⤦Wells Fargo Co New
Recent Activity
Decreased -0.19%
0.25%
$600,738
503 shares@ $1194.32 avg price