Titelia

Portfolio von Independent Wealth Network Inc.

257 gemeldete Positionen · zum 31.03.2026

Originalmeldung · Zehn größte Positionen: 29.8 % des Aktienteils

Aufteilung nach Branche

  • Technologie 7,5 %
  • Industrie 7,3 %
  • Fonds 7,0 %
  • Finanzen 2,9 %
  • Zyklischer Konsum 2,3 %
  • Basiskonsum 2,1 %
  • Kommunikation 2,1 %
  • Energie 1,1 %
  • Gesundheit 0,8 %
  • Rohstoffe 0,6 %
  • Versorger 0,2 %
  • Immobilien 0,1 %
  • Nicht zugeordnet 65,9 %

Einstufung von Titelia, Gesellschaft für Gesellschaft. Der nicht zugeordnete Anteil bleibt sichtbar.

Aufteilung nach Währung

  • USD 100,0 %

Die gemeldete Notierungswährung jeder Position.

Länderaufteilung

  • US 99,6 %
  • TW 0,2 %
  • GB 0,1 %
  • NL 0,1 %
  • ES 0,0 %

Anteile berechnet auf den Aktienteil.

RangLandPositionenWertAnteil
1US253304,4 Mio. $99,65 %
2TW1469.375 $0,15 %
3GB1256.475 $0,08 %
4NL1229.045 $0,07 %
5ES1127.317 $0,04 %

Positionen

RangGesellschaftStückeWertGewicht
101Broadcom Inc 2.581798.849 $
102First Trust Rising Dividend Achievers ETF 11.696798.581 $
103State Street SPDR Portfolio S& 9.628761.163 $
104Packaging Corp of America 3.530749.137 $
105First Trust SMID Cap Rising Dividend Achievers ETF 18.298721.490 $
106Vanguard Value ETF 3.655717.037 $
107iShares Broad USD High Yield Corporate Bond ETF 19.253709.291 $
108iShares Trust 8.807700.681 $
109Vanguard Mid-Cap Growth ETF 2.708696.958 $
110iShares Russell 2000 ETF 2.749681.805 $
111Vanguard Bond Index Funds 8.828681.316 $
112State Street SPDR Portfolio High Yield Bond ETF 28.115655.630 $
113First Trust Exchange Traded Fund VI 28.485653.721 $
114SPDR Series Trust 14.215644.505 $
115J P Morgan Exchange Traded Fund Trust 11.498638.392 $
116SPDR Gold MiniShares Trust 6.873637.060 $
117VANGUARD ENERGY ETF VANGUARD ENERGY ETF 3.612625.016 $
118Ssga Active Trust 15.654621.922 $
119SPDR Series Trust 12.861621.444 $
120Strive Enhanced Income Short M 30.571618.910 $
121Walmart Inc 4.975618.347 $
122Netflix Inc 6.360611.549 $
123First Trust Exchange-Traded Fund 23.918610.637 $
124Universal Health Realty Income Trust 15.081610.328 $
125Advanced Micro Devices Inc 2.992608.718 $
126iShares Trust 2.826596.736 $
127J P Morgan Exchange Traded Fund Trust 12.921592.156 $
128Invesco S&P 500 Equal Weight ETF 3.074589.939 $
129Vanguard Russell 1000 1.963579.416 $
130iShares S&P Mid-Cap 400 Growth ETF 5.702573.733 $
131iShares Core MSCI Emerging Markets ETF 8.087564.068 $
132Cisco Systems, Inc. 7.254562.823 $
133Vanguard Scottsdale Funds 9.508556.595 $
134AT&T Inc 19.167555.664 $
135Verizon Communications Inc 10.615532.894 $
136Sherwin-Williams Co/The 1.628521.855 $
137Vanguard Small-Cap ETF 1.973516.810 $
138VanEck IG Floating Rate ETF 20.173514.008 $
139iShares MSCI USA Momentum Factor ETF 2.133511.976 $
140iShares Trust 4.513510.500 $
141PIMCO Multisector Bond Active 19.394508.132 $
142Aflac Inc 4.605505.215 $
143Kohl's Corp 38.092491.392 $
144AbbVie Inc 2.258491.064 $
145Devon Energy Corp 9.727489.465 $
146SPDR Series Trust 5.297478.428 $
147Eli Lilly & Co 517475.521 $
148Taiwan Semiconductor Manufacturing Co Ltd 1.389469.375 $
149Vanguard Information Technology ETF 673469.276 $
150ProShares Bitcoin ETF 49.869464.285 $
151Schwab Short-Term U.S. Treasury ETF 18.870457.973 $
152iShares iBoxx USD Investment Grade Corporate Bond ETF 4.048441.156 $
153Deere & Co 763429.830 $
154First Trust Exchange-Traded AlphaDEX Fund 3.512428.263 $
155First Trust Exchange-Traded Fund IV 16.624424.743 $
156WisdomTree Trust 8.358420.742 $
157SPDR Series Trust 2.444419.520 $
158JPMorgan Chase & Co 1.411414.935 $
159First Trust Exchange-Traded Fund IV 10.220414.625 $
160iShares Core S&P Small-Cap ETF 3.333414.290 $
161Vanguard Charlotte Funds 8.612413.807 $
162Vanguard Real Estate ETF 4.645411.998 $
163FIDELITY COVINGTON TRUST 1.956407.019 $
164Micron Technology Inc 1.197404.551 $
165Procter & Gamble Co/The 2.792403.291 $
166Vanguard International Equity Index Funds 7.308394.982 $
167Atmos Energy Corp 2.134394.159 $
168Home Depot Inc/The 1.197393.629 $
169Janus Henderson Mortgage-Backed Securities ETF 8.578387.572 $
170Mastercard Inc 774386.737 $
171First Trust Exchange-Traded Fund III 20.330386.275 $
172iShares National Muni Bond ETF 3.555377.314 $
173First Trust Exchange-Traded AlphaDEX Fund 2.399369.765 $
174Nuveen Global High Income Fund 30.188368.895 $
175Amphenol Corp 2.902366.668 $
176Corteva Inc 4.281358.365 $
177Uranium Energy Corp 26.089352.202 $
178West BanCorp Inc 14.698349.665 $
179abrdn Physical Gold Shares ETF 7.678342.592 $
180SPDR Series Trust 3.722340.637 $
181First Trust Exchange-Traded Fund VIII 6.008335.547 $
182ALPS ETF Trust 6.365335.033 $
183Vanguard Malvern Funds 6.668333.064 $
184iShares Trust 7.052325.727 $
185Applied Materials Inc 942321.805 $
186iShares 0-5 Year High Yield Corporate Bond ETF 7.495317.126 $
187APA Corp 7.383313.327 $
188PepsiCo Inc 1.990309.100 $
189Intel Corp 6.898304.400 $
190Vanguard Tax-Exempt Bond Index ETF 6.086303.617 $
191abrdn Bloomberg All Commodity Strategy K-1 Free ETF 12.250297.553 $
192Vanguard Index Funds 1.366296.845 $
193Invesco S&P International Deve 5.363294.117 $
194Amplify ETF Trust 9.886293.807 $
195Vanguard Large-Cap ETF 975291.338 $
196Merck & Co Inc 2.409289.779 $
197Phillips 66 1.576287.026 $
198Coca-Cola Co/The 3.729283.627 $
199QUALCOMM Inc 2.187281.674 $
200Philip Morris International Inc. 1.700281.135 $