Independent Wealth Network Inc.
Top Portfolio Positions
122 positions ·
$118,869,568 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CAT |
Caterpillar Inc
Industrials
|
26,118 | $18,503,558 | 15.57% | |
| SLV |
iShares Silver Trust
|
105,778 | $7,207,712 | 6.06% | |
| CVX |
Chevron Corp
Energy
|
29,098 | $6,020,376 | 5.06% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
8,936 | $5,157,680 | 4.34% | |
| AAPL |
Apple Inc.
Technology
|
19,647 | $4,986,212 | 4.19% | |
| NVDA |
Nvidia Corp
Technology
|
26,284 | $4,583,929 | 3.86% | |
| GLD |
Spdr Gold Trust
|
10,163 | $4,373,037 | 3.68% | |
| MSFT |
Microsoft Corp
Technology
|
11,217 | $4,152,196 | 3.49% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
15,690 | $3,267,756 | 2.75% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
5,370 | $2,573,304 | 2.16% |
Portfolio Trend
19 quarters · across all stocks
Holdings in MCN
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $378,234 | 63,039 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $364,844 | 59,132 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $347,568 | 55,611 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $322,376 | 52,590 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $339,271 | 50,562 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $318,256 | 44,699 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $335,775 | 44,181 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $313,672 | 42,910 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $305,657 | 40,592 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $279,484 | 39,531 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $330,824 | 44,706 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $360,985 | 45,407 | Shares | Sole | 2023-04-18 | |
| No 13F history on record for this holder in this stock. | ||||||