Independent Wealth Network Inc.
Top Portfolio Positions
121 positions ·
$116,296,264 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CAT |
Caterpillar Inc
Industrials
|
26,118 | $18,503,558 | 15.91% | |
| SLV |
iShares Silver Trust
|
105,778 | $7,207,712 | 6.20% | |
| CVX |
Chevron Corp
Energy
|
29,098 | $6,020,376 | 5.18% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
8,936 | $5,157,680 | 4.43% | |
| AAPL |
Apple Inc.
Technology
|
19,647 | $4,986,212 | 4.29% | |
| NVDA |
Nvidia Corp
Technology
|
26,284 | $4,583,929 | 3.94% | |
| GLD |
Spdr Gold Trust
|
10,163 | $4,373,037 | 3.76% | |
| MSFT |
Microsoft Corp
Technology
|
11,217 | $4,152,196 | 3.57% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
15,690 | $3,267,756 | 2.81% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
15,076 | $2,205,317 | 1.90% |
Portfolio Trend
Holdings in UHT
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $610,328 | 15,081 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $368,574 | 9,400 | Shares | Sole | 2026-01-26 | |
| 2022-12-31 | $228,435 | 4,786 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $206,759 | 4,785 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $265,783 | 4,995 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $295,177 | 5,057 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $319,056 | 5,365 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $319,626 | 5,783 | Shares | Sole | 2021-11-04 | |
| No 13F history on record for this holder in this stock. | ||||||