Filling information for Independent Wealth Network Inc. as Treemap, investor disclosed 208 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 786038 | 2739 | |
| 149123101 | 149123101 | CATERPILLAR INC | COM | 6508563 | 26452 | |
| 002824100 | 002824100 | ABBOTT LABS | COM | 270370 | 2480 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 316452 | 2349 | |
| G1151C101 | G1151C101 | ACCENTURE PLC IRELAND | SHS CLASS A | 210760 | 683 | |
| 00507V109 | 00507V109 | ACTIVISION BLIZZARD INC | COM | 288665 | 3424 | |
| 007903107 | 007903107 | ADVANCED MICRO DEVICES INC | COM | 243881 | 2141 | |
| 001055102 | 001055102 | AFLAC INC | COM | 446860 | 6402 | |
| 01609W102 | 01609W102 | ALIBABA GROUP HLDG LTD | SPONSORED ADS | 272555 | 3270 | |
| 01879R106 | 01879R106 | ALLIANCEBERNSTEIN GLOBAL HIG | COM | 1069487 | 107378 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 253285 | 2116 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 363757 | 3007 | |
| 00162Q452 | 00162Q452 | ALPS ETF TR | ALERIAN MLP | 292757 | 7466 | |
| 02209S103 | 02209S103 | ALTRIA GROUP INC | COM | 772649 | 17056 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 1429788 | 10968 | |
| 03027X100 | 03027X100 | AMERICAN TOWER CORP NEW | COM | 292268 | 1507 | |
| 032108847 | 032108847 | AMPLIFY ETF TR | HIGH INCOME | 1348081 | 115319 | |
| 037833100 | 037833100 | APPLE INC | COM | 3808568 | 19635 | |
| 04010L103 | 04010L103 | ARES CAPITAL CORP | COM | 561899 | 29904 | |
| 00214Q104 | 00214Q104 | ARK ETF TR | INNOVATION ETF | 378809 | 8582 | |
| 00206R102 | 00206R102 | AT&T INC | COM | 451592 | 28313 | |
| 049560105 | 049560105 | ATMOS ENERGY CORP | COM | 258985 | 2226 | |
| 05156XAG3 | 05156XAG3 | AURORA CANNABIS INC | NOTE 5.500% 2/2 | 48500 | 50000 | |
| 084670108 | 084670108 | BERKSHIRE HATHAWAY INC DEL | CL A | 1035620 | 2 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1178496 | 3456 | |
| 09257A108 | 09257A108 | BLACKROCK RES & COMMODITIES | SHS | 207515 | 22879 | |
| 097023105 | 097023105 | BOEING CO | COM | 333044 | 1577 | |
| 10949T109 | 10949T109 | BRIGHTSPIRE CAPITAL INC | COM CL A | 147634 | 21937 | |
| 14448C104 | 14448C104 | CARRIER GLOBAL CORPORATION | COM | 200480 | 4033 | |
| 147528103 | 147528103 | CASEYS GEN STORES INC | COM | 535073 | 2194 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 3863769 | 24555 | |
| 17275R102 | 17275R102 | CISCO SYS INC | COM | 967992 | 18709 | |
| 189054109 | 189054109 | CLOROX CO DEL | COM | 402881 | 2533 | |
| 12572Q105 | 12572Q105 | CME GROUP INC | COM | 345753 | 1866 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 220833 | 3667 | |
| 19248P106 | 19248P106 | COHEN & STEERS CLOSED-END OP | COM | 138543 | 12900 | |
| 19423L722 | 19423L722 | COLLABORATIVE INVESTMNT SER | RAREVIEW DYNAMIC | 740181 | 32913 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 520624 | 967 | |
| 244199105 | 244199105 | DEERE & CO | COM | 340383 | 840 | |
| 25434V401 | 25434V401 | DIMENSIONAL ETF TRUST | US EQUITY ETF | 2018675 | 41916 | |
| 25434V880 | 25434V880 | DIMENSIONAL ETF TRUST | WORLD EX US CORE | 650232 | 27895 | |
| 23325P104 | 23325P104 | DNP SELECT INCOME FD INC | COM | 120730 | 11520 | |
| 27828Q105 | 27828Q105 | EATON VANCE SR FLTNG RTE TR | COM | 487649 | 41502 | |
| 29273V100 | 29273V100 | ENERGY TRANSFER L P | COM UT LTD PTN | 541733 | 42656 | |
| 26924G201 | 26924G201 | ETF MANAGERS TR | PRIME CYBR SCRTY | 415790 | 8220 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 871098 | 8122 | |
| 316092808 | 316092808 | FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 261936 | 2005 | |
| 33739E108 | 33739E108 | FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 1489025 | 93239 | |
| 33739H101 | 33739H101 | FIRST TR EXCHANGE TRAD FD VI | FST TR GLB FD | 330142 | 14499 | |
| 33734X838 | 33734X838 | FIRST TR EXCHANGE TRADED FD | INDXX NAT RE ETF | 353986 | 28161 | |
| 33737M300 | 33737M300 | FIRST TR EXCHANGE-TRADED ALP | SML CP GRW ALP | 402591 | 6687 | |
| 33733E104 | 33733E104 | FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 1485533 | 19786 | |
| 33739Q408 | 33739Q408 | FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 1069142 | 17996 | |
| 33738R506 | 33738R506 | FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 229801 | 4879 | |
| 33740F458 | 33740F458 | FIRST TR EXCHNG TRADED FD VI | FT CBOE US EQ MD | 346542 | 11154 | |
| 33740F474 | 33740F474 | FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST US | 731482 | 23252 | |
| 33735J101 | 33735J101 | FIRST TR LRG CP VL ALPHADEX | COM SHS | 432020 | 6479 | |
| 33734K109 | 33734K109 | FIRST TR LRGE CP CORE ALPHA | COM SHS | 408793 | 4866 | |
| 33735B108 | 33735B108 | FIRST TR MID CAP CORE ALPHAD | COM SHS | 466959 | 4848 | |
| 336917109 | 336917109 | FIRST TR MORNINGSTAR DIVID L | SHS | 219058 | 6441 | |
| 33734Y109 | 33734Y109 | FIRST TR SML CP CORE ALPHA F | COM SHS | 429225 | 5218 | |
| 345370860 | 345370860 | FORD MTR CO DEL | COM | 243065 | 16065 | |
| 35243J101 | 35243J101 | FRANKLIN BSP RLTY TR INC | COMMON STOCK | 179053 | 12645 | |
| 30290Y101 | 30290Y101 | FS CREDIT OPPORTUNITIES CORP | COMMON STOCK | 263465 | 55466 | |
| 302635206 | 302635206 | FS KKR CAP CORP | COM | 467258 | 24362 | |
| 363576109 | 363576109 | GALLAGHER ARTHUR J & CO | COM | 225440 | 1027 | |
| 37940X102 | 37940X102 | GLOBAL PMTS INC | COM | 410336 | 4165 | |
| 38071H106 | 38071H106 | GOLD ROYALTY CORP | COMMON SHARES | 59070 | 33373 | |
| 41653L404 | 41653L404 | HARTFORD FDS EXCHANGE TRADED | SCHRDRS TAX BD | 1312842 | 67533 | |
| 427866108 | 427866108 | HERSHEY CO | COM | 1015653 | 4067 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 680642 | 2191 | |
| 458140100 | 458140100 | INTEL CORP | COM | 312787 | 9354 | |
| 46138E511 | 46138E511 | INVESCO EXCH TRADED FD TR II | PFD ETF | 749632 | 65931 | |
| 46138G508 | 46138G508 | INVESCO EXCH TRADED FD TR II | SR LN ETF | 885868 | 42104 | |
| 46137V308 | 46137V308 | INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | 606113 | 6776 | |
| 46137V464 | 46137V464 | INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | 220907 | 2778 | |
| 46137V258 | 46137V258 | INVESCO EXCHANGE TRADED FD T | S&P500 PUR VAL | 555956 | 7169 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 1475900 | 3995 | |
| 464285204 | 464285204 | ISHARES GOLD TR | ISHARES NEW | 368776 | 10134 | |
| 464286103 | 464286103 | ISHARES INC | MSCI AUST ETF | 294323 | 13052 | |
| 464286525 | 464286525 | ISHARES INC | MSCI GBL MIN VOL | 235920 | 2406 | |
| 46428Q109 | 46428Q109 | ISHARES SILVER TR | ISHARES | 1631457 | 78098 | |
| 46429B747 | 46429B747 | ISHARES TR | 0-5 YR TIPS ETF | 529578 | 5426 | |
| 464287457 | 464287457 | ISHARES TR | 1 3 YR TREAS BD | 1741294 | 21476 | |
| 464287432 | 464287432 | ISHARES TR | 20 YR TR BD ETF | 312667 | 3037 | |
| 46435U853 | 46435U853 | ISHARES TR | BROAD USD HIGH | 397738 | 11267 | |
| 46435G102 | 46435G102 | ISHARES TR | CONV BD ETF | 420285 | 5504 | |
| 46429B663 | 46429B663 | ISHARES TR | CORE HIGH DV ETF | 1269822 | 12599 | |
| 464289479 | 464289479 | ISHARES TR | CORE LT USDB ETF | 3177262 | 60406 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 367617 | 3689 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 808776 | 1815 | |
| 46434V613 | 46434V613 | ISHARES TR | CORE TOTAL USD | 320882 | 7057 | |
| 464287226 | 464287226 | ISHARES TR | CORE US AGGBD ET | 540882 | 5522 | |
| 464288521 | 464288521 | ISHARES TR | CRE U S REIT ETF | 1963885 | 38200 | |
| 46429B655 | 46429B655 | ISHARES TR | FLTG RATE NT ETF | 1128016 | 22196 | |
| 46434V316 | 46434V316 | ISHARES TR | GLOBAL EQUITY | 451240 | 12752 | |
| 464288513 | 464288513 | ISHARES TR | IBOXX HI YD ETF | 316514 | 4216 | |
| 464287242 | 464287242 | ISHARES TR | IBOXX INV CP ETF | 341972 | 3162 | |
| 464288448 | 464288448 | ISHARES TR | INTL SEL DIV ETF | 221251 | 8403 | |
| 464287556 | 464287556 | ISHARES TR | ISHARES BIOTECH | 412516 | 3249 | |
| 464287523 | 464287523 | ISHARES TR | ISHARES SEMICDTR | 304979 | 601 | |
| 464288182 | 464288182 | ISHARES TR | MSCI AC ASIA ETF | 371979 | 5599 | |
| 464288257 | 464288257 | ISHARES TR | MSCI ACWI ETF | 3448499 | 35944 | |
| 464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 541166 | 7464 | |
| 46429B697 | 46429B697 | ISHARES TR | MSCI USA MIN VOL | 359386 | 4835 | |
| 464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 233100 | 2184 | |
| 464288323 | 464288323 | ISHARES TR | NEW YORK MUN ETF | 560280 | 10520 | |
| 464287309 | 464287309 | ISHARES TR | S&P 500 GRWT ETF | 228140 | 3237 | |
| 464287408 | 464287408 | ISHARES TR | S&P 500 VAL ETF | 520845 | 3231 | |
| 464287606 | 464287606 | ISHARES TR | S&P MC 400GR ETF | 477532 | 6367 | |
| 464287168 | 464287168 | ISHARES TR | SELECT DIVID ETF | 792366 | 6994 | |
| 464288760 | 464288760 | ISHARES TR | US AER DEF ETF | 569646 | 4883 | |
| 46429B267 | 46429B267 | ISHARES TR | US TREAS BD ETF | 771149 | 33675 | |
| 46641Q878 | 46641Q878 | J P MORGAN EXCHANGE TRADED F | BETABUILDERS USD | 398412 | 8931 | |
| 46641Q209 | 46641Q209 | J P MORGAN EXCHANGE TRADED F | DIV RTN INT EQ | 359615 | 6925 | |
| 46641Q332 | 46641Q332 | J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 3347963 | 60509 | |
| 46641Q407 | 46641Q407 | J P MORGAN EXCHANGE TRADED F | JPMORGAN DIVER | 1189497 | 12166 | |
| 46641Q837 | 46641Q837 | J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 9782782 | 195109 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 596488 | 3604 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 344088 | 2366 | |
| 486606106 | 486606106 | KAYNE ANDERSON ENERGY INFRST | COM | 363241 | 44624 | |
| 501044101 | 501044101 | KROGER CO | COM | 639812 | 13613 | |
| 518416508 | 518416508 | LATTICE STRATEGIES TR | HARTFORD MLT SML | 319118 | 8615 | |
| 532457108 | 532457108 | LILLY ELI & CO | COM | 210572 | 449 | |
| 557437100 | 557437100 | MADISON COVERED CALL & EQUIT | COM | 330824 | 44706 | |
| 57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 293402 | 746 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 244099 | 818 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 374891 | 3249 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 2896820 | 8507 | |
| 609207105 | 609207105 | MONDELEZ INTL INC | CL A | 272869 | 3741 | |
| 620076307 | 620076307 | MOTOROLA SOLUTIONS INC | COM NEW | 617511 | 2106 | |
| 65339F101 | 65339F101 | NEXTERA ENERGY INC | COM | 345181 | 4652 | |
| 66510M204 | 66510M204 | NORTHERN DYNASTY MINERALS LT | COM NEW | 3852 | 16050 | |
| 66538H591 | 66538H591 | NORTHERN LTS FD TR IV | MAIN SECTR ROTN | 853871 | 19816 | |
| 67075G103 | 67075G103 | NUVEEN GLOBAL HIGH INCOME FD | SHS | 134175 | 12012 | |
| 67071B108 | 67071B108 | NUVEEN REAL ESTATE INCOME FD | COM | 137242 | 18471 | |
| 67067Y104 | 67067Y104 | NUVEEN SR INCOME FD | COM | 69488 | 15172 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 791478 | 1871 | |
| 69374H568 | 69374H568 | PACER FDS TR | SWAN SOS FD OF | 555941 | 22850 | |
| 69374H105 | 69374H105 | PACER FDS TR | TRENDP US LAR CP | 252467 | 6113 | |
| 69374H881 | 69374H881 | PACER FDS TR | US CASH COWS 100 | 2519140 | 52625 | |
| 69608A108 | 69608A108 | PALANTIR TECHNOLOGIES INC | CL A | 406092 | 26490 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 333408 | 1800 | |
| 717081103 | 717081103 | PFIZER INC | COM | 288398 | 7863 | |
| 71948P100 | 71948P100 | PHUNWARE INC | COM | 16034 | 29693 | |
| 72201B101 | 72201B101 | PIMCO CORPORATE & INCOME OPP | COM | 156058 | 11147 | |
| 72201R833 | 72201R833 | PIMCO ETF TR | ENHAN SHRT MA AC | 1041610 | 10441 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 233691 | 1540 | |
| 74348A467 | 74348A467 | PROSHARES TR | S&P 500 DV ARIST | 243620 | 2584 | |
| 758075AC9 | 758075AC9 | REDWOOD TRUST INC | NOTE 4.750% 8/1 | 17798 | 18000 | |
| 760759100 | 760759100 | REPUBLIC SVCS INC | COM | 211121 | 1378 | |
| 78409V104 | 78409V104 | S&P GLOBAL INC | COM | 210467 | 525 | |
| 808524862 | 808524862 | SCHWAB STRATEGIC TR | SHT TM US TRES | 436673 | 9086 | |
| 808524201 | 808524201 | SCHWAB STRATEGIC TR | US LRG CAP ETF | 484580 | 9253 | |
| 808524607 | 808524607 | SCHWAB STRATEGIC TR | US SML CAP ETF | 353554 | 8072 | |
| 808524870 | 808524870 | SCHWAB STRATEGIC TR | US TIPS ETF | 243489 | 4644 | |
| 81369Y506 | 81369Y506 | SELECT SECTOR SPDR TR | ENERGY | 1727630 | 21284 | |
| 81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 795736 | 4577 | |
| 824348106 | 824348106 | SHERWIN WILLIAMS CO | COM | 555999 | 2094 | |
| 83406F102 | 83406F102 | SOFI TECHNOLOGIES INC | COM | 113607 | 13622 | |
| 78463V107 | 78463V107 | SPDR GOLD TR | GOLD SHS | 1427822 | 8009 | |
| 78463X509 | 78463X509 | SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 465436 | 13538 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 1337466 | 3017 | |
| 78468R663 | 78468R663 | SPDR SER TR | BLOOMBERG 1-3 MO | 1018823 | 11096 | |
| 78464A516 | 78464A516 | SPDR SER TR | BLOOMBERG INTL T | 454948 | 20175 | |
| 78468R721 | 78468R721 | SPDR SER TR | NUVEEN BLMBRG MU | 1049930 | 22745 | |
| 78464A805 | 78464A805 | SPDR SER TR | PORTFOLI S&P1500 | 434084 | 7974 | |
| 78464A649 | 78464A649 | SPDR SER TR | PORTFOLIO AGRGTE | 3864908 | 152342 | |
| 78464A847 | 78464A847 | SPDR SER TR | PORTFOLIO S&P400 | 343928 | 7495 | |
| 78464A854 | 78464A854 | SPDR SER TR | PORTFOLIO S&P500 | 5475412 | 105074 | |
| 78468R853 | 78468R853 | SPDR SER TR | PORTFOLIO S&P600 | 303845 | 7823 | |
| 78464A409 | 78464A409 | SPDR SER TR | PRTFLO S&P500 GW | 6667695 | 109289 | |
| 78468R788 | 78468R788 | SPDR SER TR | PRTFLO S&P500 HI | 2825396 | 76197 | |
| 78464A508 | 78464A508 | SPDR SER TR | PRTFLO S&P500 VL | 5264098 | 121854 | |
| 78468R655 | 78468R655 | SPDR SER TR | S&P KENSHO CLEAN | 314834 | 3721 | |
| 78468R804 | 78468R804 | SPDR SER TR | SSGA US LRG ETF | 788501 | 5608 | |
| 85208R101 | 85208R101 | SPROTT PHYSICAL GOLD & SILVE | TR UNIT | 315656 | 17517 | |
| 863667101 | 863667101 | STRYKER CORPORATION | COM | 207766 | 681 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 276691 | 1057 | |
| 02607T109 | 02607T109 | THE NECESSITY RETAIL REIT IN | COM CLASS A | 73972 | 10943 | |
| 892356106 | 892356106 | TRACTOR SUPPLY CO | COM | 210266 | 951 | |
| 911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 203000 | 1132 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 221094 | 460 | |
| 921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 1125840 | 15488 | |
| 922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 1206771 | 4265 | |
| 922908538 | 922908538 | VANGUARD INDEX FDS | MCAP GR IDXVIP | 583053 | 2834 | |
| 922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 744444 | 8909 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 719589 | 1767 | |
| 922908595 | 922908595 | VANGUARD INDEX FDS | SML CP GRW ETF | 611613 | 2662 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 321646 | 2264 | |
| 922020805 | 922020805 | VANGUARD MALVERN FDS | STRM INFPROIDX | 637780 | 13450 | |
| 922907746 | 922907746 | VANGUARD MUN BD FDS | TAX EXEMPT BD | 313314 | 6239 | |
| 92206C870 | 92206C870 | VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 753822 | 9538 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 721799 | 4444 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 603911 | 13077 | |
| 921946406 | 921946406 | VANGUARD WHITEHALL FDS | HIGH DIV YLD | 1599988 | 15084 | |
| 92204A306 | 92204A306 | VANGUARD WORLD FDS | ENERGY ETF | 482085 | 4270 | |
| 92204A504 | 92204A504 | VANGUARD WORLD FDS | HEALTH CAR ETF | 209269 | 855 | |
| 92204A702 | 92204A702 | VANGUARD WORLD FDS | INF TECH ETF | 450630 | 1019 | |
| 92204A801 | 92204A801 | VANGUARD WORLD FDS | MATERIALS ETF | 238067 | 1308 | |
| 92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 306591 | 8244 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 1014993 | 4274 | |
| 942622200 | 942622200 | WATSCO INC | COM | 224304 | 588 | |
| 949746804 | 949746804 | WELLS FARGO CO NEW | PERP PFD CNV A | 581760 | 505 | |
| 958102AP0 | 958102AP0 | WESTERN DIGITAL CORP. | NOTE 1.500% 2/0 | 9695 | 10000 | |
| 97717Y527 | 97717Y527 | WISDOMTREE TR | FLOATNG RAT TREA | 257336 | 5114 | |
| 97717W505 | 97717W505 | WISDOMTREE TR | US MIDCAP DIVID | 458134 | 10895 | |
| 97717X511 | 97717X511 | WISDOMTREE TR | YIELD ENHANCD US | 846288 | 19640 |