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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
SECTNorthern Lts Fd Tr Iv
Recent Activity
Increased 8.25%
0.5%
$1.228M
22,338 shares@ $54.96 avg price
KRKroger Co
Recent Activity
Increased 2.82%
0.47%
$1.146M
18,743 shares@ $61.16 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 2.57%
0.47%
$1.135M
1,239 shares@ $916.33 avg price
FLOTIshares Tr
Recent Activity
Increased 2.16%
0.46%
$1.126M
22,137 shares@ $50.89 avg price
DVYIshares Tr
Recent Activity
Increased 17.3%
0.45%
$1.088M
8,289 shares@ $131.3 avg price
HDHome Depot Inc
Recent Activity
Increased 1.75%
0.45%
$1.086M
2,792 shares@ $388.95 avg price
PGXInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 6.9%
0.43%
$1.043M
90,434 shares@ $11.53 avg price
MINTPimco Etf Tr
Recent Activity
Increased 2.65%
0.43%
$1.04M
10,365 shares@ $100.34 avg price
ARCCAres Capital Corp
Recent Activity
Increased 6.6%
0.43%
$1.04M
47,505 shares@ $21.9 avg price
VBKVanguard Index Fds
Recent Activity
Increased 31.74%
0.41%
$1.002M
3,578 shares@ $280.08 avg price