Independent Solutions Wealth Management, LLC Portfolio Holdings

Independent Solutions Wealth Management, LLC

  • $447 Billion
  • Q1 2025

Independent Solutions Wealth Management, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $447 Billion distributed in 173 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Costco Wholesale Corp with a value of $19.5B, Ishares S&P 500 Growth ETF with a value of $15.8B, Ishares S&P 500 Value ETF with a value of $14.7B, Apple Inc. with a value of $14B, and Ishares Core U.S. Aggregate Bo with a value of $11.5B.

Examining the 13F form we can see an decrease of $10.6B in the current position value, from $457B to 447B.

Independent Solutions Wealth Management, LLC is based out at Williamsville, NY

Below you can find more details about Independent Solutions Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $447 Billion
ETFs: $198 Billion
Technology: $87.9 Billion
Consumer Defensive: $34.9 Billion
Consumer Cyclical: $25 Billion
Financial Services: $22.7 Billion
Energy: $19.5 Billion
Communication Services: $14.8 Billion
Healthcare: $14 Billion
Other: $23.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$422B
$19.5 Billion 4.36% of portfolio
20,585
Q1 2025 Reduced 0.44%
$0
$15.8 Billion 3.54% of portfolio
170,208
Q1 2025 Added 2.73%
$0
$14.7 Billion 3.29% of portfolio
77,037
Q1 2025 Reduced 1.11%
$3.38T
$14 Billion 3.13% of portfolio
62,997
Q1 2025 Reduced 2.1%
$0
$11.5 Billion 2.58% of portfolio
116,345
Q1 2025 Added 1.45%
$431B
$11.5 Billion 2.57% of portfolio
105,809
Q1 2025 Added 0.53%
$0
$10.9 Billion 2.45% of portfolio
373,450
Q1 2025 Added 10.57%
$0
$9.83 Billion 2.2% of portfolio
92,764
Q1 2025 Added 1.16%
$0
$9.53 Billion 2.13% of portfolio
125,980
Q1 2025 Added 1.84%
$3.81T
$8.57 Billion 1.92% of portfolio
22,837
Q1 2025 Reduced 0.73%
$302B
$8.44 Billion 1.89% of portfolio
99,996
Q1 2025 Reduced 9.83%
$116B
$8.41 Billion 1.88% of portfolio
50,246
Q1 2025 Reduced 1.75%
$0
$8.28 Billion 1.85% of portfolio
140,787
Q1 2025 Added 0.91%
$0
$8.18 Billion 1.83% of portfolio
74,013
Q1 2025 Added 6.73%
$0
$8.13 Billion 1.82% of portfolio
306,035
Q1 2025 Added 3.68%
$0
$7.33 Billion 1.64% of portfolio
292,726
Q1 2025 Added 2.76%
$0
$6.58 Billion 1.47% of portfolio
283,942
Q1 2025 Added 4.2%
$0
$6.46 Billion 1.45% of portfolio
52,971
Q1 2025 Reduced 0.14%
$2.28T
$6.05 Billion 1.35% of portfolio
31,777
Q1 2025 Reduced 1.45%
$0
$5.86 Billion 1.31% of portfolio
10,473
Q1 2025 Reduced 2.34%
$0
$5.65 Billion 1.27% of portfolio
227,407
Q1 2025 Added 4.16%
$1.62T
$5.16 Billion 1.16% of portfolio
8,955
Q1 2025 Added 0.37%
$280B
$5.06 Billion 1.13% of portfolio
81,995
Q1 2025 Added 0.34%
$572B
$5.02 Billion 1.12% of portfolio
14,321
Q1 2025 Reduced 2.97%
$0
$4.93 Billion 1.1% of portfolio
47,115
Q1 2025 Added 3.84%
$0
$4.54 Billion 1.02% of portfolio
186,562
Q1 2025 Added 3.37%
$465B
$4.56 Billion 1.02% of portfolio
38,340
Q1 2025 Reduced 0.85%
$296B
$4.11 Billion 0.92% of portfolio
24,573
Q1 2025 Added 0.83%
$0
$3.96 Billion 0.89% of portfolio
200,157
Q1 2025 Added 6.37%
$10.9B
$3.89 Billion 0.87% of portfolio
68,752
Q1 2025 Added 1.25%
$151B
$3.81 Billion 0.85% of portfolio
39,923
Q1 2025 Added 0.13%
$305B
$3.75 Billion 0.84% of portfolio
52,344
Q1 2025 Added 2.82%
$567B
$3.77 Billion 0.84% of portfolio
4,046
Q1 2025 Added 92.57%
$0
$3.67 Billion 0.82% of portfolio
33,742
Q1 2025 Added 1.12%
$36.2B
$3.64 Billion 0.81% of portfolio
66,462
Q1 2025 Reduced 0.21%
$0
$3.57 Billion 0.8% of portfolio
136,373
Q1 2025 Added 3.48%
$10.9B
$3.5 Billion 0.78% of portfolio
30,768
Q1 2025 Reduced 3.57%
$0
$3.49 Billion 0.78% of portfolio
28,791
Q1 2025 Reduced 2.72%
$104B
$3.38 Billion 0.76% of portfolio
56,412
Q1 2025 Reduced 0.04%
$278B
$3.4 Billion 0.76% of portfolio
21,428
Q1 2025 Reduced 4.6%
$0
$3.15 Billion 0.71% of portfolio
114,667
Q1 2025 Added 1.44%
$106B
$3.17 Billion 0.71% of portfolio
11,967
Q1 2025 Reduced 1.55%
$368B
$3.16 Billion 0.71% of portfolio
8,628
Q1 2025 Reduced 0.78%
$0
$3.06 Billion 0.68% of portfolio
141,927
Q1 2025 Added 3.73%
$101B
$2.95 Billion 0.66% of portfolio
8,360
Q1 2025 Added 152.87%
$53.4B
$2.96 Billion 0.66% of portfolio
50,146
Q1 2025 Reduced 5.24%
$152B
$2.92 Billion 0.65% of portfolio
10,733
Q1 2025 Added 0.06%
$221B
$2.85 Billion 0.64% of portfolio
9,127
Q1 2025 Added 1.06%
$160B
$2.8 Billion 0.63% of portfolio
8,987
Q1 2025 Added 0.83%

Summary

  • Portfolio
  • No. of Stocks 173
  • Current Value $447 Billion
  • Prior Value $457 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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