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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
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
ONEQFidelity Comwlth Tr
Recent Activity
New Position
0.72%
$1.762M
23,161 shares@ $76.07 avg price
VVisa Inc
Recent Activity
Decreased -0.13%
0.69%
$1.692M
5,353 shares@ $316.05 avg price
YYYAmplify Etf Tr
Recent Activity
Increased 1.9%
0.68%
$1.665M
144,565 shares@ $11.52 avg price
JMHIJ P Morgan Exchange Traded F
Recent Activity
New Position
0.68%
$1.655M
32,946 shares@ $50.22 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -19.26%
0.66%
$1.622M
21,446 shares@ $75.64 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -0.71%
0.63%
$1.544M
2,634 shares@ $586.13 avg price
JPUSJ P Morgan Exchange Traded F
Recent Activity
Increased 19.99%
0.58%
$1.407M
12,334 shares@ $114.11 avg price