StockDriftsStockDriftsTop 50 Independent Wealth Network Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | 5.5% | 26.1K | $18.5M | +0.08%(+20) | $206.58(+336.79%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 4.53% | 199.4K | $15.3M | +31.03%(+47.21K) | $60.46(+44.51%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 3.76% | 249.9K | $12.6M | +25.96%(+51.51K) | $50.48(+0.08%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 2.87% | 98.8K | $9.7M | -20.47%(-25.44K) | $64.44(+84.40%) | 2026-03-31 | |
| SLV | ISHARES SILVER TR | 2.14% | 105.8K | $7.2M | -4.06%(-4.48K) | $25.56(+210.42%) | 2026-03-31 | |
| RDFI | COLLABORATIVE INVESTMNT SER | 1.82% | 265.2K | $6.1M | +23.79%(+50.96K) | $23.89(-1.30%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 1.79% | 29.1K | $6.0M | -10.12%(-3.28K) | $117.23(+58.67%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 1.54% | 73.2K | $5.2M | +6.81%(+4.66K) | $52.84(+52.76%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 1.53% | 8.9K | $5.2M | +37.35%(+2.43K) | $457.72(+56.15%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 1.53% | 90.7K | $5.1M | -40.32%(-61.30K) | $41.74(+44.18%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.58% | +50.43% |
| Top 20 Holdings Unweighted | +13.91% | +47.80% |
Sign up free to track Independent Wealth Network Inc., compare funds side by side, and get alerts the moment positions change.