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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
GMGeneral Mtrs Co
Recent Activity
New Position
0.13%
$298,197
5,598 shares@ $53.27 avg price
ZOCTInnovator Etfs Trust
Recent Activity
New Position
0.13%
$297,310
11,770 shares@ $25.26 avg price
IDEVIshares Tr
Recent Activity
New Position
0.11%
$267,615
4,151 shares@ $64.48 avg price
TOSTToast Inc
Recent Activity
New Position
0.11%
$254,494
6,982 shares@ $36.46 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.11%
$250,198
244 shares@ $1025.41 avg price
SQBlock Inc
Recent Activity
New Position
0.1%
$243,241
2,862 shares@ $84.99 avg price
BNDXVanguard Charlotte Fds
Recent Activity
New Position
0.1%
$233,494
4,760 shares@ $49.06 avg price
NOWServicenow Inc
Recent Activity
New Position
0.09%
$220,505
208 shares@ $1060.13 avg price
HFXINew York Life Investments Et
Recent Activity
New Position
0.09%
$220,069
8,445 shares@ $26.06 avg price
FIIGFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.09%
$217,670
10,644 shares@ $20.46 avg price