Independent Solutions Wealth Management, LLC Purchases in Q2 2025

Independent Solutions Wealth Management, LLC

  • $512 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HOOD
Robinhood Markets, Inc.

Technology
53.9K
New
$34.17 - $93.63 $1.84M - $5.05M
53.9K $5.05B
IVW
Ishares S&P 500 Growth ETF

ETFs
1.29K
+ 0.76%
$82.96 - $110.1 $107K - $142K
171K $18.9B
GOOGL
Alphabet Inc.

Communication Services
12.7K
+ 94.5%
$144.7 - $178.6 $1.83M - $2.26M
26.1K $4.59B
NET
Cloudflare, Inc.

Technology
11.2K
+ 293.29%
$97.08 - $195.83 $1.09M - $2.2M
15.1K $2.95B
AAPL
Apple Inc.

Technology
17.4K
+ 27.66%
$172.42 - $223.89 $3M - $3.9M
80.4K $16.5B
LEXI
Listed Fds Tr Alexis Practical

ETFs
25.7K
+ 6.88%
$26.34 - $32.32 $677K - $831K
399K $12.9B
GS
Goldman Sachs Group Inc

Financial Services
2.01K
+ 192.05%
$462.22 - $707.75 $927K - $1.42M
3.05K $2.16B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
23.7K
New
$53.75 - $67.21 $1.27M - $1.59M
23.7K $1.57B
META
Meta Platforms, Inc.

Communication Services
115
+ 1.28%
$484.66 - $738.09 $55.7K - $84.9K
9.07K $6.69B
ZS
Zscaler, Inc.

Technology
146
+ 1.23%
$174.67 - $315.32 $25.5K - $46K
12.1K $3.79B
CRWD
Crowd Strike Holdings, Inc.

Technology
89
+ 1.06%
$321.63 - $509.31 $28.6K - $45.3K
8.45K $4.3B
TTD
Trade Desk, Inc.

Technology
2.7K
+ 4.06%
$45.27 - $79.4 $122K - $214K
69.2K $4.98B
CME
Cme Group Inc.

Financial Services
4.87K
New
$252.37 - $290.71 $1.23M - $1.41M
4.87K $1.34B
IAU
Ishares Gold Trust

ETFs
18.5K
+ 36.98%
$56.1 - $64.74 $1.04M - $1.2M
68.7K $4.28B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
14.2K
New
$73.0 - $85.5 $1.04M - $1.21M
14.2K $1.19B
IBKR
Interactive Brokers Group, Inc.

Financial Services
33.3K
+ 463.84%
$50.53 - $212.53 $1.68M - $7.09M
40.5K $2.25B
AMZN
Amazon Com Inc

Consumer Cyclical
306
+ 0.96%
$167.32 - $223.3 $51.2K - $68.3K
32.1K $7.04B
Arm Holdings PLC
498
+ 3.01%
N/A
17.1K $2.76B
COST
Costco Wholesale Corp

Consumer Defensive
53
+ 0.26%
$908.13 - $1056.85 $48.1K - $56K
20.6K $20.4B
ETN
Eaton Corp PLC

Industrials
115
+ 1.07%
$246.52 - $356.99 $28.3K - $41.1K
10.8K $3.87B
Arista Networks Inc
262
+ 0.84%
N/A
31.3K $3.2B
GOOG
Alphabet Inc.

Communication Services
3.09K
+ 28.78%
$146.58 - $180.01 $453K - $556K
13.8K $2.45B
CSCO
Cisco Systems, Inc.

Technology
2.05K
+ 2.51%
$53.19 - $69.38 $109K - $143K
84K $5.83B
SHV
Ishares Tr

ETFs
6.88K
+ 9.3%
$110.06 - $110.46 $757K - $760K
80.9K $8.93B
BX
Blackstone Inc.

Financial Services
3.76K
+ 23.97%
$120.07 - $151.11 $452K - $568K
19.4K $2.91B
ITOT
Ishares Core S&P Total U.S. St

ETFs
84
+ 0.16%
$108.12 - $135.04 $9.08K - $11.3K
53.1K $7.16B
MELI
Mercadolibre Inc

Consumer Cyclical
23
+ 2.71%
$1794.73 - $2613.63 $41.3K - $60.1K
871 $2.28B
IBM
International Business Machines Corp

Technology
468
+ 4.51%
$221.03 - $294.78 $103K - $138K
10.8K $3.18B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.43K
+ 3.21%
$17.76 - $22.1 $114K - $142K
207K $4.57B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.07K
+ 0.76%
$51.16 - $62.02 $54.8K - $66.5K
142K $8.86B
JPM
Jpmorgan Chase & CO

Financial Services
719
+ 8.59%
$210.28 - $289.91 $151K - $208K
9.09K $2.63B
PM
Philip Morris International Inc.

Consumer Defensive
405
+ 1.89%
$149.23 - $184.95 $60.4K - $74.9K
21.8K $3.98B
IVE
Ishares S&P 500 Value ETF

ETFs
761
+ 0.99%
$168.34 - $195.42 $128K - $149K
77.8K $15.2B
PJT
Pjt Partners Inc.

Financial Services
434
+ 2.68%
$125.44 - $166.41 $54.4K - $72.2K
16.6K $2.74B
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.03K
+ 1.97%
$23.55 - $27.67 $142K - $167K
312K $8.63B
COF
Capital One Financial Corp

Financial Services
2.22K
New
$150.57 - $212.76 $334K - $473K
2.22K $473M
CASY
Caseys General Stores Inc

Consumer Cyclical
135
+ 2.61%
$415.82 - $510.91 $56.1K - $69K
5.32K $2.71B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5.67K
+ 3.99%
$19.1 - $23.83 $108K - $135K
148K $3.52B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.43K
+ 5.45%
$22.92 - $28.05 $170K - $208K
144K $4.03B
URI
United Rentals, Inc.

Industrials
121
+ 4.3%
$551.94 - $753.4 $66.8K - $91.2K
2.93K $2.21B
PANW
Palo Alto Networks Inc

Technology
216
+ 1.92%
$152.44 - $204.64 $32.9K - $44.2K
11.5K $2.35B
MOD
Modine Manufacturing CO

Consumer Cyclical
543
+ 3.48%
$69.3 - $105.57 $37.6K - $57.3K
16.2K $1.59B
TXN
Texas Instruments Inc

Technology
205
+ 1.72%
N/A
12.1K $2.52B
NKE
Nike, Inc.

Consumer Cyclical
3.73K
+ 28.19%
$53.27 - $72.04 $199K - $269K
17K $1.21B
ORCL
Oracle Corp

Technology
1.65K
New
$122.82 - $218.63 $203K - $362K
1.65K $362M
SCHO
Schwab Short Term Us Treasury

ETFs
14.4K
+ 7.71%
$24.19 - $24.45 $348K - $352K
201K $4.9B
NOW
Service Now, Inc.

Technology
343
New
$721.65 - $1040.18 $248K - $357K
343 $353M
HEZU
Ishares Currency Hedged Msci E

ETFs
8.51K
New
$34.68 - $41.63 $295K - $354K
8.51K $349M
HON
Honeywell International Inc

Industrials
778
+ 10.56%
$182.86 - $232.88 $142K - $181K
8.14K $1.9B
Activity Summary
Buys All Purchases 100 New Holdings 13 Increased Positions 87 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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