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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
YYYAmplify Etf Tr
Recent Activity
Increased 1.9%
0.68%
$1.665M
144,565 shares@ $11.52 avg price
JPUSJ P Morgan Exchange Traded F
Recent Activity
Increased 19.99%
0.58%
$1.407M
12,334 shares@ $114.11 avg price
TSLATesla Inc
Recent Activity
Increased 77.21%
0.56%
$1.365M
3,381 shares@ $403.84 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 0.3%
0.55%
$1.345M
5,786 shares@ $232.54 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 23.79%
0.52%
$1.279M
41,970 shares@ $30.48 avg price
AGGYWisdomtree Tr
Recent Activity
Increased 9.43%
0.52%
$1.272M
29,629 shares@ $42.92 avg price
KYNKayne Anderson Energy Infrst
Recent Activity
Increased 3.93%
0.51%
$1.236M
97,272 shares@ $12.72 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 3.07%
0.51%
$1.233M
17,151 shares@ $71.92 avg price
BKLNInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 24.82%
0.5%
$1.229M
58,324 shares@ $21.08 avg price
MSIMotorola Solutions Inc
Recent Activity
Increased 3.91%
0.5%
$1.229M
2,658 shares@ $462.28 avg price