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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
SPABSpdr Ser Tr
Recent Activity
Increased 3.82%
1.55%
$3.813M
152,564 shares@ $24.99 avg price
VOOVanguard Index Fds
Recent Activity
Increased 24.65%
1.48%
$3.64M
6,756 shares@ $538.79 avg price
SPYDSpdr Ser Tr
Recent Activity
Increased 3.75%
1.46%
$3.589M
83,003 shares@ $43.25 avg price
BILSpdr Ser Tr
Recent Activity
Increased 66.36%
1.4%
$3.447M
37,705 shares@ $91.43 avg price
NVDANvidia Corporation
Recent Activity
Increased 10.16%
1.31%
$3.224M
24,009 shares@ $134.29 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 21.29%
1.22%
$2.997M
5,863 shares@ $511.21 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 11.28%
1.2%
$2.954M
13,465 shares@ $219.39 avg price
PSFFPacer Fds Tr
Recent Activity
Increased 9.48%
1.01%
$2.473M
84,430 shares@ $29.3 avg price
USRTIshares Tr
Recent Activity
Increased 1.69%
0.99%
$2.432M
42,439 shares@ $57.32 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 2.63%
0.99%
$2.421M
9,998 shares@ $242.13 avg price