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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
QDPLPacer Fds Tr
Recent Activity
Increased 210.76%
0.98%
$2.394M
62,350 shares@ $38.4 avg price
SLVIshares Silver Tr
Recent Activity
Increased 5.4%
0.97%
$2.383M
90,516 shares@ $26.33 avg price
RDFICollaborative Investmnt Ser
Recent Activity
Increased 17.7%
0.96%
$2.355M
99,629 shares@ $23.64 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 1.17%
0.94%
$2.314M
18,136 shares@ $127.6 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 7.67%
0.93%
$2.278M
5,026 shares@ $453.28 avg price
VUGVanguard Index Fds
Recent Activity
Increased 8.45%
0.92%
$2.262M
5,511 shares@ $410.47 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 16.9%
0.85%
$2.088M
36,302 shares@ $57.54 avg price
STIPIshares Tr
Recent Activity
Increased 18.62%
0.79%
$1.943M
19,310 shares@ $100.6 avg price
FPEFirst Tr Exch Traded Fd Iii
Recent Activity
Increased 0.53%
0.78%
$1.921M
108,525 shares@ $17.7 avg price
METAMeta Platforms Inc
Recent Activity
Increased 4.26%
0.77%
$1.878M
3,208 shares@ $585.52 avg price