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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
ABBVAbbvie Inc
Recent Activity
Decreased -6.68%
0.21%
$501,176
2,820 shares@ $177.73 avg price
KSSKohls Corp
Recent Activity
Decreased -3.03%
0.2%
$478,084
34,052 shares@ $14.04 avg price
IBBIshares Tr
Recent Activity
Decreased -3.02%
0.19%
$466,941
3,532 shares@ $132.21 avg price
FNXFirst Tr Mid Cap Core Alphad
Recent Activity
Decreased -1.28%
0.19%
$463,343
4,004 shares@ $115.73 avg price
FYXFirst Tr Sml Cp Core Alpha F
Recent Activity
Decreased -2.73%
0.19%
$452,041
4,473 shares@ $101.06 avg price
IGLDFirst Tr Exchange-traded Fd
Recent Activity
Decreased -26.57%
0.18%
$423,441
22,428 shares@ $18.89 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -28.32%
0.17%
$416,108
539 shares@ $772.0 avg price
NYFIshares Tr
Recent Activity
Decreased -26.74%
0.17%
$400,062
7,517 shares@ $53.23 avg price
IJRIshares Tr
Recent Activity
Decreased -2.58%
0.17%
$395,922
3,436 shares@ $115.23 avg price
SPMDSpdr Ser Tr
Recent Activity
Decreased -2.06%
0.16%
$386,357
7,064 shares@ $54.7 avg price