The Analysis of Independent Solutions Wealth Management, LLC's Holdings
Currently, Independent Solutions Wealth Management, LLC holds 178 types of securities in its portfolio with a total value $563.0M. In the most recent quarter, they have increased their positions in IMTM (+41.0K shares, valued at $2.0M), N/A (+54.6K shares, valued at $1.9M), UNH (+4.7K shares, valued at $1.6M); decreased their positions in TTD (-41.7K shares, valued at $2.0M), PLTR (-9.4K shares, valued at $1.7M), HON (-4.9K shares, valued at $1.0M); initiated new positions in IMTM (+41.0K shares, valued at $2.0M), UNH (+4.7K shares, valued at $1.6M), COIN (+1.3K shares, valued at $451.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVW ISHARES TR175.5K shares2.35%2025-09-302025-10-23
AAPL APPLE INC82.9K shares3.04%2025-09-302025-10-23 COST COSTCO WHSL CORP NEW21.1K shares2.26%2025-09-302025-10-23 NVDA NVIDIA CORPORATION103.8K shares0.60%2025-09-302025-10-23 AVGO BROADCOM INC49.0K shares0.46%2025-09-302025-10-23 IVE ISHARES TR78.0K shares0.24%2025-09-302025-10-23 PLTR PALANTIR TECHNOLOGIES INC88.1K shares-9.61%2025-09-302025-10-23 LISTED FDS TR LISTED FDS TR453.7K shares13.67%2025-09-302025-10-23 MSFT MICROSOFT CORP23.0K shares2.26%2025-09-302025-10-23 AGG ISHARES TR117.2K shares0.43%2025-09-302025-10-23 IEFA ISHARES TR124.5K shares-0.72%2025-09-302025-10-23 SHV ISHARES TR93.6K shares15.68%2025-09-302025-10-23 GVI ISHARES TR92.9K shares0.17%2025-09-302025-10-23 SCHG SCHWAB STRATEGIC TR301.4K shares1.11%2025-09-302025-10-23 IJH ISHARES TR141.4K shares-0.31%2025-09-302025-10-23 SCHV SCHWAB STRATEGIC TR317.0K shares1.57%2025-09-302025-10-23 APP APPLOVIN CORP12.4K shares7.32%2025-09-302025-10-23 ITOT ISHARES TR52.4K shares-1.32%2025-09-302025-10-23 HOOD ROBINHOOD MKTS INC51.6K shares-4.31%2025-09-302025-10-23 AMZN AMAZON COM INC33.2K shares3.41%2025-09-302025-10-23 GOOGL ALPHABET INC29.4K shares12.67%2025-09-302025-10-23 SHY ISHARES TR84.8K shares0.36%2025-09-302025-10-23 META META PLATFORMS INC9.4K shares3.23%2025-09-302025-10-23 SCHZ SCHWAB STRATEGIC TR279.3K shares-0.76%2025-09-302025-10-23 IAU ISHARES GOLD TR82.0K shares19.38%2025-09-302025-10-23 CSCO CISCO SYS INC86.8K shares3.32%2025-09-302025-10-23 IVV ISHARES TR8.9K shares-1.05%2025-09-302025-10-23 SHOP SHOPIFY INC38.6K shares-1.36%2025-09-302025-10-23 IJR ISHARES TR47.4K shares-0.83%2025-09-302025-10-23 SCHR SCHWAB STRATEGIC TR221.4K shares-1.11%2025-09-302025-10-23 V VISA INC15.0K shares4.25%2025-09-302025-10-23 NFLX NETFLIX INC4.1K shares2.16%2025-09-302025-10-23 SCHO SCHWAB STRATEGIC TR197.6K shares-1.69%2025-09-302025-10-23 SCHF SCHWAB STRATEGIC TR206.4K shares-0.08%2025-09-302025-10-23 ANET ARISTA NETWORKS INC31.3K shares0.23%2025-09-302025-10-23 XOM EXXON MOBIL CORP38.7K shares2.47%2025-09-302025-10-23 SCHM SCHWAB STRATEGIC TR146.4K shares1.79%2025-09-302025-10-23 ETN EATON CORP PLC11.1K shares1.96%2025-09-302025-10-23 CRWD CROWDSTRIKE HLDGS INC8.4K shares-0.44%2025-09-302025-10-23 CVX CHEVRON CORP NEW26.2K shares2.85%2025-09-302025-10-23 LQD ISHARES TR35.4K shares5.51%2025-09-302025-10-23 MO ALTRIA GROUP INC59.5K shares6.33%2025-09-302025-10-23 SCHB SCHWAB STRATEGIC TR148.4K shares0.58%2025-09-302025-10-23 HD HOME DEPOT INC9.3K shares7.07%2025-09-302025-10-23 HDV ISHARES TR30.7K shares2.92%2025-09-302025-10-23 LAMR LAMAR ADVERTISING CO NEW30.5K shares-1.04%2025-09-302025-10-23 PM PHILIP MORRIS INTL INC22.5K shares3.23%2025-09-302025-10-23 ZS ZSCALER INC12.2K shares1.00%2025-09-302025-10-23 NET CLOUDFLARE INC17.0K shares12.70%2025-09-302025-10-23 KO COCA COLA CO53.8K shares2.33%2025-09-302025-10-23 BX BLACKSTONE INC20.3K shares4.45%2025-09-302025-10-23 BAC BANK AMERICA CORP65.7K shares7.73%2025-09-302025-10-23 GOOG ALPHABET INC13.7K shares-0.89%2025-09-302025-10-23 SHYG ISHARES TR75.2K shares21.41%2025-09-302025-10-23 FREL FIDELITY COVINGTON TRUST115.9K shares0.35%2025-09-302025-10-23 JPM JPMORGAN CHASE & CO.10.1K shares11.44%2025-09-302025-10-23 INTU INTUIT4.7K shares1.81%2025-09-302025-10-23 MCD MCDONALDS CORP10.2K shares6.53%2025-09-302025-10-23 CASY CASEYS GEN STORES INC5.5K shares2.61%2025-09-302025-10-23 ABBV ABBVIE INC13.2K shares0.94%2025-09-302025-10-23 JPST J P MORGAN EXCHANGE TRADED F60.2K shares16.51%2025-09-302025-10-23 FLOT ISHARES TR59.8K shares11.93%2025-09-302025-10-23 MINT PIMCO ETF TR30.3K shares16.57%2025-09-302025-10-23 PJT PJT PARTNERS INC17.0K shares2.53%2025-09-302025-10-23 URI UNITED RENTALS INC3.0K shares2.63%2025-09-302025-10-23 IBKR INTERACTIVE BROKERS GROUP IN41.5K shares2.43%2025-09-302025-10-23 IBM INTERNATIONAL BUSINESS MACHS10.0K shares-7.71%2025-09-302025-10-23 SCCO SOUTHERN COPPER CORP23.1K shares0.75%2025-09-302025-10-23 SCHD SCHWAB STRATEGIC TR102.5K shares3.89%2025-09-302025-10-23 AMGN AMGEN INC9.5K shares1.62%2025-09-302025-10-23 JNJ JOHNSON & JOHNSON13.9K shares1.40%2025-09-302025-10-23 QCOM QUALCOMM INC15.2K shares8.46%2025-09-302025-10-23 ARM ARM HOLDINGS PLC17.7K shares3.98%2025-09-302025-10-23 GS GOLDMAN SACHS GROUP INC3.1K shares1.57%2025-09-302025-10-23 PANW PALO ALTO NETWORKS INC11.8K shares2.67%2025-09-302025-10-23 SCHA SCHWAB STRATEGIC TR85.4K shares2.33%2025-09-302025-10-23 SRE SEMPRA26.4K shares0.69%2025-09-302025-10-23 VLO VALERO ENERGY CORP13.2K shares-0.05%2025-09-302025-10-23 TXN TEXAS INSTRS INC12.2K shares0.66%2025-09-302025-10-23 BSCP INVESCO EXCH TRD SLF IDX FD108.0K shares0.43%2025-09-302025-10-23 RTX RTX CORPORATION12.9K shares7.39%2025-09-302025-10-23 MELI MERCADOLIBRE INC909 shares4.36%2025-09-302025-10-23 PSX PHILLIPS 6615.2K shares-4.04%2025-09-302025-10-23 MTUM ISHARES TR8.0K shares15.71%2025-09-302025-10-23 MA MASTERCARD INCORPORATED3.6K shares9.49%2025-09-302025-10-23 IWF ISHARES TR4.2K shares5.60%2025-09-302025-10-23 RACE FERRARI N V4.0K shares4.60%2025-09-302025-10-23 IMTM ISHARES TR41.0K sharesnew addition2025-09-302025-10-23 IEUR ISHARES TR28.3K shares19.50%2025-09-302025-10-23 MPC MARATHON PETE CORP9.7K shares8.24%2025-09-302025-10-23 ENB ENBRIDGE INC36.4K shares4.16%2025-09-302025-10-23 WMT WALMART INC17.3K shares5.02%2025-09-302025-10-23 SCHH SCHWAB STRATEGIC TR81.7K shares0.62%2025-09-302025-10-23 VZ VERIZON COMMUNICATIONS INC38.4K shares5.10%2025-09-302025-10-23 PG PROCTER AND GAMBLE CO10.8K shares5.50%2025-09-302025-10-23 UNH UNITEDHEALTH GROUP INC4.7K sharesnew addition2025-09-302025-10-23 PNC PNC FINL SVCS GROUP INC7.8K shares8.92%2025-09-302025-10-23 MRK MERCK & CO INC18.3K shares0.20%2025-09-302025-10-23 CME CME GROUP INC5.2K shares6.47%2025-09-302025-10-23 RY ROYAL BK CDA9.5K shares-1.08%2025-09-302025-10-23 NFG NATIONAL FUEL GAS CO14.8K shares-0.50%2025-09-302025-10-23 TTD THE TRADE DESK INC27.4K shares-60.31%2025-09-302025-10-23 NEM NEWMONT CORP15.0K shares8.22%2025-09-302025-10-23 SNA SNAP ON INC3.6K shares-1.35%2025-09-302025-10-23 CMI CUMMINS INC3.0K shares-4.35%2025-09-302025-10-23 NKE NIKE INC17.5K shares3.34%2025-09-302025-10-23 LRCX LAM RESEARCH CORP7.7K shares16.73%2025-09-302025-10-23 GILD GILEAD SCIENCES INC9.1K shares-1.67%2025-09-302025-10-23 TSLA TESLA INC2.3K shares19.20%2025-09-302025-10-23 APD AIR PRODS & CHEMS INC3.4K shares-1.16%2025-09-302025-10-23 ADBE ADOBE INC2.5K shares6.60%2025-09-302025-10-23 CP CANADIAN PACIFIC KANSAS CITY10.1K shares-3.09%2025-09-302025-10-23 VIRT VIRTU FINL INC20.3K shares-1.33%2025-09-302025-10-23 ORCL ORACLE CORP2.5K shares49.33%2025-09-302025-10-23 HON HONEYWELL INTL INC3.2K shares-60.27%2025-09-302025-10-23 LLY ELI LILLY & CO843 shares3.56%2025-09-302025-10-23 TTE TOTALENERGIES SE10.5K shares-2.94%2025-09-302025-10-23 DELL DELL TECHNOLOGIES INC4.3K shares-3.34%2025-09-302025-10-23 GLW CORNING INC7.3K shares4.27%2025-09-302025-10-23 CCI CROWN CASTLE INC6.1K shares-2.40%2025-09-302025-10-23 COF CAPITAL ONE FINL CORP2.6K shares17.29%2025-09-302025-10-23 PEP PEPSICO INC3.8K shares6.86%2025-09-302025-10-23 DDS DILLARDS INC800 shares0.00%2025-09-302025-10-23 CRM SALESFORCE INC2.1K shares10.43%2025-09-302025-10-23 F FORD MTR CO40.4K shares0.11%2025-09-302025-10-23 ABT ABBOTT LABS3.5K shares37.59%2025-09-302025-10-23 COIN COINBASE GLOBAL INC1.3K sharesnew addition2025-09-302025-10-23 UNP UNION PAC CORP1.8K shares8.54%2025-09-302025-10-23 AXP AMERICAN EXPRESS CO1.3K shares0.00%2025-09-302025-10-23 WM WASTE MGMT INC DEL1.9K shares0.00%2025-09-302025-10-23 CMC COMMERCIAL METALS CO7.4K shares-4.52%2025-09-302025-10-23 MTB M & T BK CORP2.1K shares0.00%2025-09-302025-10-23 FAS DIREXION SHS ETF TR2.3K shares0.00%2025-09-302025-10-23 MU MICRON TECHNOLOGY INC2.4K shares-2.90%2025-09-302025-10-23 LHX L3HARRIS TECHNOLOGIES INC1.3K shares-5.98%2025-09-302025-10-23 BRK.B BERKSHIRE HATHAWAY INC DEL772 shares59.83%2025-09-302025-10-23 PFE PFIZER INC15.1K shares-10.62%2025-09-302025-10-23 GRMN GARMIN LTD1.5K shares-5.24%2025-09-302025-10-23 IYW ISHARES TR1.9K sharesnew addition2025-09-302025-10-23 STZ CONSTELLATION BRANDS INC2.8K shares-5.56%2025-09-302025-10-23 INTC INTEL CORP11.0K shares-2.62%2025-09-302025-10-23 T AT&T INC13.0K shares-0.18%2025-09-302025-10-23 TMO THERMO FISHER SCIENTIFIC INC733 shares41.51%2025-09-302025-10-23 IXP ISHARES TR2.8K shares12.09%2025-09-302025-10-23 VOT VANGUARD INDEX FDS1.2K sharesnew addition2025-09-302025-10-23 SMCI SUPER MICRO COMPUTER INC7.1K shares-22.18%2025-09-302025-10-23 SOXX ISHARES TR1.3K sharesnew addition2025-09-302025-10-23 GLD SPDR GOLD TR939 shares0.00%2025-09-302025-10-23 CVNA CARVANA CO860 shares0.00%2025-09-302025-10-23 NSC NORFOLK SOUTHN CORP1.1K shares18.32%2025-09-302025-10-23 BKNG BOOKING HOLDINGS INC57 shares0.00%2025-09-302025-10-23 IRT INDEPENDENCE RLTY TR INC18.2K shares-14.78%2025-09-302025-10-23 DVN DEVON ENERGY CORP NEW8.3K shares-4.00%2025-09-302025-10-23 IGSB ISHARES TR5.3K shares-0.89%2025-09-302025-10-23 AMD ADVANCED MICRO DEVICES INC1.7K sharesnew addition2025-09-302025-10-23 ASML ASML HOLDING N V277 sharesnew addition2025-09-302025-10-23 CAT CATERPILLAR INC560 sharesnew addition2025-09-302025-10-23 NOW SERVICENOW INC275 shares-19.83%2025-09-302025-10-23 BDX BECTON DICKINSON & CO1.3K shares0.00%2025-09-302025-10-23 CHE CHEMED CORP NEW536 shares0.00%2025-09-302025-10-23 SYBT STOCK YDS BANCORP INC3.4K shares0.33%2025-09-302025-10-23 TSN TYSON FOODS INC4.3K shares0.00%2025-09-302025-10-23 IWM ISHARES TR933 sharesnew addition2025-09-302025-10-23 MMC MARSH & MCLENNAN COS INC1.1K sharesnew addition2025-09-302025-10-23 SPYG SPDR SERIES TRUST2.1K shares-5.63%2025-09-302025-10-23 MLM MARTIN MARIETTA MATLS INC350 sharesnew addition2025-09-302025-10-23 DIS DISNEY WALT CO1.9K shares-9.51%2025-09-302025-10-23 TRP TC ENERGY CORP4.0K sharesnew addition2025-09-302025-10-23 THO THOR INDS INC2.0K sharesnew addition2025-09-302025-10-23 SPOT SPOTIFY TECHNOLOGY S A298 shares0.00%2025-09-302025-10-23 TROW PRICE T ROWE GROUP INC2.0K shares-6.13%2025-09-302025-10-23 XAR SPDR SERIES TRUST871 sharesnew addition2025-09-302025-10-23 BA BOEING CO945 sharesnew addition2025-09-302025-10-23 MUFG MITSUBISHI UFJ FINL GROUP IN12.1K shares4.11%2025-09-302025-10-23 NWBI NORTHWEST BANCSHARES INC MD12.3K shares1.65%2025-09-302025-10-23 AGNC AGNC INVT CORP10.0K sharesnew addition2025-09-302025-10-23 ENIC ENEL CHILE S.A.22.2K shares0.00%2025-09-302025-10-23 EGHT 8X8 INC NEW18.6K shares-5.91%2025-09-302025-10-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available