Independent Wealth Network
URBANDALE, IAfiles as Independent Wealth Network Inc.
$393m in 338 US stocks at the end of 30 June 2026. The top 10 are 27.0% of the money. It changed about 10.6% of the portfolio this quarter.
Value
$393m
Stocks
338
Top 10 share
27.0%
Turnover
10.6%
What changed this quarter
New
Bought for the first time this quarter.
- Northern Lights FD TRDUKH0.6% of the fund
- Northern Lights FD TRDUKZ0.5% of the fund
- Vanguard Index FDSVTI0.2% of the fund
- American Centy ETF TRAVLC0.2% of the fund
- Cohen & Steers LTD DurationLDP0.2% of the fund
- Innovator Etfs TrustZJUN0.2% of the fund
- Ishares TRUSIG0.2% of the fund
- Honeywell InternationalHON0.1% of the fund
- Honeywell AerospaceHONA0.1% of the fund
- Space Exploration TechnologiesSPCX0.1% of the fund
- OracleORCL<0.1% of the fund
- First TR Exchange-Traded FDFTSM<0.1% of the fund
- Nebius GroupNBIS<0.1% of the fund
- Proshares TRROM<0.1% of the fund
- EA Series TrustSHOC<0.1% of the fund
- KLAKLAC<0.1% of the fund
- Western DigitalWDC<0.1% of the fund
- SEI Exchange Traded FundsLEND<0.1% of the fund
- Seagate Technology HoldingsSTX<0.1% of the fund
- ToastTOST<0.1% of the fund
- Ishares TRIAGG<0.1% of the fund
- Lam ResearchLRCX<0.1% of the fund
- MedtronicMDT<0.1% of the fund
- DigitalOcean HoldingsDOCN<0.1% of the fund
- TD SynnexSNX<0.1% of the fund
Added
Bought more of a stock they already held.
- Invesco QQQ TRQQQ1.9% of the fund+11%
- Collaborative Investmnt SERRDFI1.7% of the fund+6%
- Dimensional ETF TrustDFUS1.6% of the fund+3%
- NvidiaNVDA1.4% of the fund+6%
- Vanguard Index FDSVOO1.2% of the fund+5%
- MicrosoftMSFT1.2% of the fund+10%
- Spdr Gold TRGLD1.0% of the fund+3%
- Ishares TRACWI0.9% of the fund+4%
- Spdr Series TrustSPYD0.9% of the fund+12%
- J P Morgan Exchange Traded FJEPI0.9% of the fund+6%
- Vanguard Index FDSVUG0.9% of the fund+5%
- Invesco Exchange Traded FD TXMMO0.8% of the fund+7%
- Select Sector Spdr TRXLK0.7% of the fund+7%
- Select Sector Spdr TRXLE0.7% of the fund+20%
- Berkshire HathawayBRK-B0.7% of the fund+4%
- Ishares TRSTIP0.7% of the fund+3%
- First TR Exchange-Traded FDLMBS0.6% of the fund+5%
- Vanguard BD Index FDSBND0.6% of the fund+6%
- Amplify ETF TRYYY0.6% of the fund+3%
- VisaV0.5% of the fund+6%
- Northern LTS FD TR IVSECT0.5% of the fund+14%
- Meta PlatformsMETA0.5% of the fund+8%
- J P Morgan Exchange Traded FBBAG0.5% of the fund+6%
- Palantir TechnologiesPLTR0.5% of the fund+6%
- Vanguard Index FDSVBK0.5% of the fund+10%
Cut
Sold some of their stake.
- J P Morgan Exchange Traded FJPST3.1% of the fund-3%
- Spdr Series TrustSPYV1.4% of the fund-2%
- Ishares Silver TRSLV1.3% of the fund-9%
- ChevronCVX1.2% of the fund-3%
- First TR Exchange-Traded FDQTEC1.0% of the fund-21%
- Pacer FDS TRFLRT0.8% of the fund-5%
- First TR Exchng Traded FD VIFJAN0.6% of the fund-3%
- Ishares TRSOXX0.5% of the fund-41%
- State STR Spdr S&P 500 ETF TSPY0.5% of the fund-4%
- Global X FDSQYLD0.5% of the fund-6%
- First TR Exchange-Traded FDLQTI0.4% of the fund-22%
- Ishares TRFLOT0.4% of the fund-24%
- Spdr Index SHS FDSSPDW0.4% of the fund-4%
- Spdr Series TrustSPMD0.4% of the fund-5%
- Advanced Micro DevicesAMD0.4% of the fund-19%
- Invesco Exch Traded FD TR IIQQQM0.4% of the fund-9%
- Spdr Series TrustXNTK0.3% of the fund-6%
- Capital Group Core BalancedCGBL0.3% of the fund-5%
- Schwab Strategic TRSCHG0.3% of the fund-5%
- Ishares Gold TRIAU0.3% of the fund-2%
- Pacer FDS TRGCOW0.3% of the fund-17%
- BoeingBA0.3% of the fund-6%
- Motorola SolutionsMSI0.3% of the fund-3%
- Caseys General StoresCASY0.3% of the fund-14%
- Micron TechnologyMU0.2% of the fund-31%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- Innovator Etfs TrustZDEK-100%
- Wisdomtree TRUSFR-100%
- APAAPA-100%
- Vanguard MUN BD FDSVTEB-100%
- ConocoPhillipsCOP-100%
- McDonald'sMCD-100%
- BlockXYZ-100%
- Abbott LaboratoriesABT-100%
- Alibaba Group HldgBABA-100%
- Snap-onSNA-100%
- T-Mobile USTMUS-100%
- General MotorsGM-100%
- S&P GlobalSPGI-100%
- First TR Exchange-Traded FDFDL-100%
- First TR Exchange-Traded FDFIIG-100%
- General DynamicsGD-100%
- Coterra EnergyCTRA-100%
- Banco SantanderSAN-100%
- VuzixVUZI-100%
Holdings
- Spdr Series TrustSPYM
- Share
- 4.4%
- Value
- $17m
- Shares
- 196,308
Held
- J P Morgan Exchange Traded FJPST
- Share
- 3.1%
- Value
- $12m
- Shares
- 242,635
-3%
- Spdr Series TrustSPYG
- Share
- 3.0%
- Value
- $12m
- Shares
- 97,609
Held
- Invesco QQQ TRQQQ
- Share
- 1.9%
- Value
- $7m
- Shares
- 9,896
+11%
- Collaborative Investmnt SERRDFI
- Share
- 1.7%
- Value
- $7m
- Shares
- 279,963
+6%
- Dimensional ETF TrustDFUS
- Share
- 1.6%
- Value
- $6m
- Shares
- 75,206
+3%
- Spdr Series TrustSPYV
- Share
- 1.4%
- Value
- $5m
- Shares
- 88,671
-2%
- Ishares Silver TRSLV
- Share
- 1.3%
- Value
- $5m
- Shares
- 96,621
-9%
- Vanguard Index FDSVOO
- Share
- 1.2%
- Value
- $5m
- Shares
- 7,137
+5%
- First TR Exchange-Traded FDQTEC
- Share
- 1.0%
- Value
- $4m
- Shares
- 12,208
-21%
- Spdr Gold TRGLD
- Share
- 1.0%
- Value
- $4m
- Shares
- 10,430
+3%
- Ishares TRACWI
- Share
- 0.9%
- Value
- $4m
- Shares
- 22,638
+4%
- Spdr Series TrustSPYD
- Share
- 0.9%
- Value
- $3m
- Shares
- 72,228
+12%
- J P Morgan Exchange Traded FJEPI
- Share
- 0.9%
- Value
- $3m
- Shares
- 60,810
+6%
- Vanguard Index FDSVUG
- Share
- 0.9%
- Value
- $3m
- Shares
- 39,322
+5%
- Invesco Exchange Traded FD TXMMO
- Share
- 0.8%
- Value
- $3m
- Shares
- 18,843
+7%
- Pacer FDS TRFLRT
- Share
- 0.8%
- Value
- $3m
- Shares
- 64,947
-5%
- Vanguard Whitehall FDSVYM
- Share
- 0.8%
- Value
- $3m
- Shares
- 18,717
Held
- Spdr Series TrustSPAB
- Share
- 0.7%
- Value
- $3m
- Shares
- 114,092
Held
- Select Sector Spdr TRXLK
- Share
- 0.7%
- Value
- $3m
- Shares
- 15,214
+7%
- Select Sector Spdr TRXLE
- Share
- 0.7%
- Value
- $3m
- Shares
- 54,130
+20%
- Ishares TRSTIP
- Share
- 0.7%
- Value
- $3m
- Shares
- 25,568
+3%
- First TR Exchng Traded FD VIFJAN
- Share
- 0.6%
- Value
- $3m
- Shares
- 45,593
-3%
- First TR Exchange-Traded FDLMBS
- Share
- 0.6%
- Value
- $2m
- Shares
- 48,237
+5%
- Pacer FDS TRPSFF
- Share
- 0.6%
- Value
- $2m
- Shares
- 68,887
Held
- Vanguard BD Index FDSBND
- Share
- 0.6%
- Value
- $2m
- Shares
- 32,045
+6%
- Northern Lights FD TRDUKH
- Share
- 0.6%
- Value
- $2m
- Shares
- 97,115
New
- Ishares TRILTB
- Share
- 0.6%
- Value
- $2m
- Shares
- 47,187
Held
- Amplify ETF TRYYY
- Share
- 0.6%
- Value
- $2m
- Shares
- 187,920
+3%
- Spdr Series TrustBIL
- Share
- 0.5%
- Value
- $2m
- Shares
- 22,900
Held
- Ishares TRSOXX
- Share
- 0.5%
- Value
- $2m
- Shares
- 3,250
-41%
- Northern Lights FD TRDUKZ
- Share
- 0.5%
- Value
- $2m
- Shares
- 79,950
New
- Northern LTS FD TR IVSECT
- Share
- 0.5%
- Value
- $2m
- Shares
- 27,935
+14%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.5%
- Value
- $2m
- Shares
- 2,667
-4%
- Global X FDSQYLD
- Share
- 0.5%
- Value
- $2m
- Shares
- 107,004
-6%
- J P Morgan Exchange Traded FBBAG
- Share
- 0.5%
- Value
- $2m
- Shares
- 40,733
+6%
- Vanguard Index FDSVBK
- Share
- 0.5%
- Value
- $2m
- Shares
- 5,070
+10%
- Wisdomtree TRDLN
- Share
- 0.5%
- Value
- $2m
- Shares
- 19,055
+7%
- Ishares TRIVV
- Share
- 0.5%
- Value
- $2m
- Shares
- 2,435
+34%
- First TR Exchng Traded FD VIBUFR
- Share
- 0.5%
- Value
- $2m
- Shares
- 49,164
+3%
- Ishares TRAGG
- Share
- 0.4%
- Value
- $2m
- Shares
- 17,661
+40%
- First TR Exchange-Traded FDLQTI
- Share
- 0.4%
- Value
- $2m
- Shares
- 90,488
-22%
- First TR Exchange-Traded FDSCIO
- Share
- 0.4%
- Value
- $2m
- Shares
- 81,964
+8%
- Capital Group Core Equity ETCGUS
- Share
- 0.4%
- Value
- $2m
- Shares
- 38,019
+2%
- Ishares TRFLOT
- Share
- 0.4%
- Value
- $2m
- Shares
- 32,300
-24%
- Ishares TRITA
- Share
- 0.4%
- Value
- $2m
- Shares
- 6,685
Held
- First TR Exch Traded FD IIIFPE
- Share
- 0.4%
- Value
- $2m
- Shares
- 88,014
Held
- Alliancebernstein Global HIGXAWFX
- Share
- 0.4%
- Value
- $2m
- Shares
- 152,398
+3%
- Spdr Index SHS FDSSPEM
- Share
- 0.4%
- Value
- $2m
- Shares
- 29,970
+5%
- Kayne Anderson Energy Infrastructure FundKYN
- Share
- 0.4%
- Value
- $2m
- Shares
- 111,995
Held
- J P Morgan Exchange Traded FBBIN
- Share
- 0.4%
- Value
- $2m
- Shares
- 19,759
Held
- Spdr Index SHS FDSSPDW
- Share
- 0.4%
- Value
- $2m
- Shares
- 30,283
-4%
- Berkshire Hathaway INC DELBRK-A
- Share
- 0.4%
- Value
- $1m
- Shares
- 2
Held
- Spdr Series TrustSPMD
- Share
- 0.4%
- Value
- $1m
- Shares
- 22,142
-5%
- Tidal Trust IIISNTH
- Share
- 0.4%
- Value
- $1m
- Shares
- 49,749
+2%
- Ishares TRSGOV
- Share
- 0.4%
- Value
- $1m
- Shares
- 14,115
+2%
- Capital Group Dividend ValueCGDV
- Share
- 0.4%
- Value
- $1m
- Shares
- 28,215
+3%
- Invesco Exch Traded FD TR IIQQQM
- Share
- 0.4%
- Value
- $1m
- Shares
- 4,582
-9%
- Ishares TRSHY
- Share
- 0.3%
- Value
- $1m
- Shares
- 16,400
+4%
- Ishares TRIDEV
- Share
- 0.3%
- Value
- $1m
- Shares
- 15,114
+21%
- Ssga Active TRSTOT
- Share
- 0.3%
- Value
- $1m
- Shares
- 28,469
+9%
- Amplify ETF TRHACK
- Share
- 0.3%
- Value
- $1m
- Shares
- 12,761
Held
- Ishares TRDVY
- Share
- 0.3%
- Value
- $1m
- Shares
- 8,271
Held
- First TR Exchange-Traded FDFTCS
- Share
- 0.3%
- Value
- $1m
- Shares
- 13,596
Held
- Spdr Series TrustXNTK
- Share
- 0.3%
- Value
- $1m
- Shares
- 3,236
-6%
- SEI Exchange Traded FundsSEIM
- Share
- 0.3%
- Value
- $1m
- Shares
- 22,474
+11%
- Invesco Exch Traded FD TR IIPGX
- Share
- 0.3%
- Value
- $1m
- Shares
- 114,587
Held
- Capital Group Core BalancedCGBL
- Share
- 0.3%
- Value
- $1m
- Shares
- 32,630
-5%
- Ishares TREFA
- Share
- 0.3%
- Value
- $1m
- Shares
- 11,650
Held
- Schwab Strategic TRSCHG
- Share
- 0.3%
- Value
- $1m
- Shares
- 35,662
-5%
- First TR Exchange Traded FDAIRR
- Share
- 0.3%
- Value
- $1m
- Shares
- 8,981
+13%
- Vanguard Specialized FundsVIG
- Share
- 0.3%
- Value
- $1m
- Shares
- 5,040
Held
- Ishares Gold TRIAU
- Share
- 0.3%
- Value
- $1m
- Shares
- 15,606
-2%
- Fidelity Covington TrustFDVV
- Share
- 0.3%
- Value
- $1m
- Shares
- 19,440
+7%
- Energy Transfer L PET
- Share
- 0.3%
- Value
- $1m
- Shares
- 60,946
+4%
- J P Morgan Exchange Traded FJCPB
- Share
- 0.3%
- Value
- $1m
- Shares
- 24,637
+10%
- Pacer FDS TRGCOW
- Share
- 0.3%
- Value
- $1m
- Shares
- 26,675
-17%
- Spdr Series TrustLGLV
- Share
- 0.3%
- Value
- $1m
- Shares
- 6,362
Held
- Vanguard Scottsdale FDSVCIT
- Share
- 0.3%
- Value
- $1m
- Shares
- 13,602
Held
- Vanguard Tax-Managed FDSVEA
- Share
- 0.3%
- Value
- $1m
- Shares
- 15,621
+14%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| CaterpillarCAT | 7.2% | $28m | 26,505 | Held |
| Spdr Series TrustSPYM | 4.4% | $17m | 196,308 | Held |
| J P Morgan Exchange Traded FJPST | 3.1% | $12m | 242,635 | -3% |
| Spdr Series TrustSPYG | 3.0% | $12m | 97,609 | Held |
| Invesco QQQ TRQQQ | 1.9% | $7m | 9,896 | +11% |
| Collaborative Investmnt SERRDFI | 1.7% | $7m | 279,963 | +6% |
| Dimensional ETF TrustDFUS | 1.6% | $6m | 75,206 | +3% |
| AppleAAPL | 1.5% | $6m | 19,841 | Held |
| NvidiaNVDA | 1.4% | $6m | 27,987 | +6% |
| Spdr Series TrustSPYV | 1.4% | $5m | 88,671 | -2% |
| Ishares Silver TRSLV | 1.3% | $5m | 96,621 | -9% |
| Vanguard Index FDSVOO | 1.2% | $5m | 7,137 | +5% |
| ChevronCVX | 1.2% | $5m | 28,193 | -3% |
| MicrosoftMSFT | 1.2% | $5m | 12,347 | +10% |
| First TR Exchange-Traded FDQTEC | 1.0% | $4m | 12,208 | -21% |
| Spdr Gold TRGLD | 1.0% | $4m | 10,430 | +3% |
| Amazon.comAMZN | 1.0% | $4m | 15,884 | Held |
| Ishares TRACWI | 0.9% | $4m | 22,638 | +4% |
| Spdr Series TrustSPYD | 0.9% | $3m | 72,228 | +12% |
| J P Morgan Exchange Traded FJEPI | 0.9% | $3m | 60,810 | +6% |
| Vanguard Index FDSVUG | 0.9% | $3m | 39,322 | +5% |
| Invesco Exchange Traded FD TXMMO | 0.8% | $3m | 18,843 | +7% |
| Pacer FDS TRFLRT | 0.8% | $3m | 64,947 | -5% |
| Vanguard Whitehall FDSVYM | 0.8% | $3m | 18,717 | Held |
| Spdr Series TrustSPAB | 0.7% | $3m | 114,092 | Held |
| Select Sector Spdr TRXLK | 0.7% | $3m | 15,214 | +7% |
| Select Sector Spdr TRXLE | 0.7% | $3m | 54,130 | +20% |
| Berkshire HathawayBRK-B | 0.7% | $3m | 5,586 | +4% |
| Ishares TRSTIP | 0.7% | $3m | 25,568 | +3% |
| First TR Exchng Traded FD VIFJAN | 0.6% | $3m | 45,593 | -3% |
| First TR Exchange-Traded FDLMBS | 0.6% | $2m | 48,237 | +5% |
| Pacer FDS TRPSFF | 0.6% | $2m | 68,887 | Held |
| Vanguard BD Index FDSBND | 0.6% | $2m | 32,045 | +6% |
| Northern Lights FD TRDUKH | 0.6% | $2m | 97,115 | New |
| Ishares TRILTB | 0.6% | $2m | 47,187 | Held |
| Amplify ETF TRYYY | 0.6% | $2m | 187,920 | +3% |
| Spdr Series TrustBIL | 0.5% | $2m | 22,900 | Held |
| Ishares TRSOXX | 0.5% | $2m | 3,250 | -41% |
| VisaV | 0.5% | $2m | 6,053 | +6% |
| Northern Lights FD TRDUKZ | 0.5% | $2m | 79,950 | New |
| Northern LTS FD TR IVSECT | 0.5% | $2m | 27,935 | +14% |
| State STR Spdr S&P 500 ETF TSPY | 0.5% | $2m | 2,667 | -4% |
| Global X FDSQYLD | 0.5% | $2m | 107,004 | -6% |
| Meta PlatformsMETA | 0.5% | $2m | 3,464 | +8% |
| J P Morgan Exchange Traded FBBAG | 0.5% | $2m | 40,733 | +6% |
| Palantir TechnologiesPLTR | 0.5% | $2m | 16,040 | +6% |
| Vanguard Index FDSVBK | 0.5% | $2m | 5,070 | +10% |
| Wisdomtree TRDLN | 0.5% | $2m | 19,055 | +7% |
| Ishares TRIVV | 0.5% | $2m | 2,435 | +34% |
| First TR Exchng Traded FD VIBUFR | 0.5% | $2m | 49,164 | +3% |
| TeslaTSLA | 0.5% | $2m | 4,248 | +11% |
| AlphabetGOOG | 0.5% | $2m | 5,041 | Held |
| Ishares TRAGG | 0.4% | $2m | 17,661 | +40% |
| First TR Exchange-Traded FDLQTI | 0.4% | $2m | 90,488 | -22% |
| First TR Exchange-Traded FDSCIO | 0.4% | $2m | 81,964 | +8% |
| Capital Group Core Equity ETCGUS | 0.4% | $2m | 38,019 | +2% |
| AlphabetGOOGL | 0.4% | $2m | 4,649 | +13% |
| Ishares TRFLOT | 0.4% | $2m | 32,300 | -24% |
| Ishares TRITA | 0.4% | $2m | 6,685 | Held |
| First TR Exch Traded FD IIIFPE | 0.4% | $2m | 88,014 | Held |
| Alliancebernstein Global HIGXAWFX | 0.4% | $2m | 152,398 | +3% |
| Spdr Index SHS FDSSPEM | 0.4% | $2m | 29,970 | +5% |
| Kayne Anderson Energy Infrastructure FundKYN | 0.4% | $2m | 111,995 | Held |
| J P Morgan Exchange Traded FBBIN | 0.4% | $2m | 19,759 | Held |
| Spdr Index SHS FDSSPDW | 0.4% | $2m | 30,283 | -4% |
| Berkshire Hathaway INC DELBRK-A | 0.4% | $1m | 2 | Held |
| Spdr Series TrustSPMD | 0.4% | $1m | 22,142 | -5% |
| Tidal Trust IIISNTH | 0.4% | $1m | 49,749 | +2% |
| Ishares TRSGOV | 0.4% | $1m | 14,115 | +2% |
| Advanced Micro DevicesAMD | 0.4% | $1m | 2,427 | -19% |
| ExxonMobil HoldingsXOM | 0.4% | $1m | 10,202 | +15% |
| Capital Group Dividend ValueCGDV | 0.4% | $1m | 28,215 | +3% |
| Invesco Exch Traded FD TR IIQQQM | 0.4% | $1m | 4,582 | -9% |
| Ishares TRSHY | 0.3% | $1m | 16,400 | +4% |
| Ishares TRIDEV | 0.3% | $1m | 15,114 | +21% |
| Ssga Active TRSTOT | 0.3% | $1m | 28,469 | +9% |
| Amplify ETF TRHACK | 0.3% | $1m | 12,761 | Held |
| Ishares TRDVY | 0.3% | $1m | 8,271 | Held |
| Ares CapitalARCC | 0.3% | $1m | 69,058 | +24% |
| First TR Exchange-Traded FDFTCS | 0.3% | $1m | 13,596 | Held |
| Altria GroupMO | 0.3% | $1m | 17,642 | +5% |
| Spdr Series TrustXNTK | 0.3% | $1m | 3,236 | -6% |
| SEI Exchange Traded FundsSEIM | 0.3% | $1m | 22,474 | +11% |
| Invesco Exch Traded FD TR IIPGX | 0.3% | $1m | 114,587 | Held |
| Capital Group Core BalancedCGBL | 0.3% | $1m | 32,630 | -5% |
| Ishares TREFA | 0.3% | $1m | 11,650 | Held |
| Schwab Strategic TRSCHG | 0.3% | $1m | 35,662 | -5% |
| First TR Exchange Traded FDAIRR | 0.3% | $1m | 8,981 | +13% |
| Vanguard Specialized FundsVIG | 0.3% | $1m | 5,040 | Held |
| Ishares Gold TRIAU | 0.3% | $1m | 15,606 | -2% |
| Fidelity Covington TrustFDVV | 0.3% | $1m | 19,440 | +7% |
| Energy Transfer L PET | 0.3% | $1m | 60,946 | +4% |
| J P Morgan Exchange Traded FJCPB | 0.3% | $1m | 24,637 | +10% |
| CloroxCLX | 0.3% | $1m | 12,115 | +13% |
| Pacer FDS TRGCOW | 0.3% | $1m | 26,675 | -17% |
| Spdr Series TrustLGLV | 0.3% | $1m | 6,362 | Held |
| BroadcomAVGO | 0.3% | $1m | 3,054 | +18% |
| Vanguard Scottsdale FDSVCIT | 0.3% | $1m | 13,602 | Held |
| BoeingBA | 0.3% | $1m | 5,152 | -6% |
| Vanguard Tax-Managed FDSVEA | 0.3% | $1m | 15,621 | +14% |
Showing the largest 100 of 338.
Options (2)
- VisaV
- Type
- Call
- Value
- $68,618
- Contracts
- 200
- Amazon.comAMZN
- Type
- Call
- Value
- $23,834
- Contracts
- 100
| Company | Type | Value | Contracts |
|---|---|---|---|
| VisaV | Call | $68,618 | 200 |
| Amazon.comAMZN | Call | $23,834 | 100 |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 43.1% since 30 June 2025.
Where the money is
Industrials8.8%
Technology8.1%
Financial services2.2%
Everyday goods2.1%
Retail & consumer1.9%
Energy1.8%
Media & telecom1.8%
Materials1.0%
Health care0.7%
Real estate0.3%
Utilities0.1%
Other71.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.