Independent Solutions Wealth Management, LLC Purchases in Q1 2025

Independent Solutions Wealth Management, LLC

  • $447 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DVN
Devon Energy Corp

Energy
58.2K
+ 600.8%
$33.15 - $38.55 $1.93M - $2.24M
67.8K $2.54B
NFLX
Netflix Inc

Communication Services
1.95K
+ 92.57%
$828.4 - $1058.6 $1.61M - $2.06M
4.05K $3.77B
CRWD
Crowd Strike Holdings, Inc.

Technology
5.05K
+ 152.87%
$308.86 - $455.36 $1.56M - $2.3M
8.36K $2.95B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
11K
New
$117.4 - $131.02 $1.29M - $1.44M
11K $1.32B
MMM
3 M CO

Industrials
6.17K
+ 372.15%
$129.7 - $155.12 $801K - $958K
7.83K $1.15B
NKE
Nike, Inc.

Consumer Cyclical
13.2K
New
$63.29 - $81.72 $838K - $1.08M
13.2K $840M
IEFA
Ishares Tr

ETFs
2.27K
+ 1.84%
$69.57 - $78.65 $158K - $179K
126K $9.53B
LEXI
Listed Fds Tr Alexis Practical

ETFs
35.7K
+ 10.57%
$28.73 - $31.33 $1.03M - $1.12M
373K $10.9B
VUG
Vanguard Growth ETF

ETFs
1.88K
New
$369.1 - $427.61 $695K - $806K
1.88K $699M
CVX
Chevron Corp

Energy
202
+ 0.83%
$146.71 - $167.97 $29.6K - $33.9K
24.6K $4.11B
VTV
Vanguard Value ETF

ETFs
3.33K
New
$167.73 - $179.21 $558K - $597K
3.33K $575M
VB
Vanguard Small Cap ETF

ETFs
2.56K
New
$217.89 - $252.64 $557K - $646K
2.56K $575M
SHV
Ishares Tr

ETFs
4.67K
+ 6.73%
$110.11 - $110.51 $514K - $516K
74K $8.18B
JNJ
Johnson & Johnson

Healthcare
1.4K
+ 11.18%
$142.06 - $167.7 $199K - $235K
13.9K $2.31B
VTI
Vanguard Total Stock Market Et

ETFs
1.75K
New
$271.18 - $303.12 $475K - $530K
1.75K $481M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12K
+ 6.37%
$18.36 - $20.51 $220K - $246K
200K $3.96B
AMGN
Amgen Inc

Healthcare
74
+ 0.83%
$258.59 - $327.36 $19.1K - $24.2K
8.99K $2.8B
IBM
International Business Machines Corp

Technology
835
+ 8.75%
$217.4 - $264.74 $182K - $221K
10.4K $2.57B
SCHV
Schwab Strategic Tr Us Large C

ETFs
10.9K
+ 3.68%
$25.77 - $27.6 $280K - $300K
306K $8.13B
NEM
Newmont Corp

Basic Materials
6.68K
+ 71.25%
$37.79 - $48.39 $252K - $323K
16K $775M
VEA
Vanguard Ftse Developed Market

ETFs
8.23K
New
$47.4 - $52.99 $390K - $436K
8.23K $420M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.67K
+ 1.45%
$95.85 - $99.25 $160K - $165K
116K $11.5B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
11.4K
+ 4.2%
$22.46 - $23.26 $257K - $266K
284K $6.58B
SCHR
Schwab Intermediate Term Us Tr

ETFs
9.08K
+ 4.16%
$24.05 - $24.86 $218K - $226K
227K $5.65B
GRMN
Garmin LTD

Technology
1.51K
New
$204.55 - $241.93 $308K - $365K
1.51K $327M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.92K
New
$77.7 - $78.94 $304K - $309K
3.92K $309M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.81K
New
$58.01 - $64.46 $279K - $310K
4.81K $299M
ABT
Abbott Laboratories

Healthcare
2.22K
New
$111.1 - $140.22 $247K - $311K
2.22K $294M
GVI
Ishares Tr

ETFs
1.07K
+ 1.16%
$103.49 - $106.02 $110K - $113K
92.8K $9.83B
T
At&T Inc.

Communication Services
9.73K
New
$21.56 - $28.28 $210K - $275K
9.73K $275M
MELI
Mercadolibre Inc

Consumer Cyclical
27
+ 3.29%
$1739.0 - $2260.0 $47K - $61K
848 $1.65B
CASY
Caseys General Stores Inc

Consumer Cyclical
142
+ 2.82%
$378.71 - $442.54 $53.8K - $62.8K
5.18K $2.25B
MCD
Mcdonalds Corp

Consumer Cyclical
96
+ 1.06%
$279.74 - $321.29 $26.9K - $30.8K
9.13K $2.85B
ZS
Zscaler, Inc.

Technology
92
+ 0.78%
$181.66 - $216.87 $16.7K - $20K
11.9K $2.36B
IYF
Ishares Tr

ETFs
2.02K
New
$107.69 - $119.37 $217K - $241K
2.02K $227M
IYC
Ishares U.S. Consumer Discreti

ETFs
2.54K
New
$85.71 - $101.2 $218K - $257K
2.54K $224M
CSCO
Cisco Systems, Inc.

Technology
277
+ 0.34%
$58.74 - $64.87 $16.3K - $18K
82K $5.06B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.26K
+ 5.47%
$27.01 - $28.54 $142K - $150K
101K $2.83B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.87K
+ 8.94%
$50.39 - $50.66 $195K - $196K
47.2K $2.39B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
3.82K
+ 8.07%
$50.87 - $51.09 $194K - $195K
51.1K $2.61B
SCHO
Schwab Short Term Us Treasury

ETFs
6.07K
+ 3.37%
$24.1 - $24.34 $146K - $148K
187K $4.54B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.55K
+ 8.8%
$42.38 - $43.28 $193K - $197K
56.3K $2.39B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.68K
+ 7.63%
$100.32 - $100.76 $168K - $169K
23.7K $2.38B
PSX
Phillips 66

Energy
123
+ 0.81%
$113.93 - $131.55 $14K - $16.2K
15.3K $1.89B
VLO
Valero Energy Corp

Energy
174
+ 1.31%
$121.76 - $142.99 $21.2K - $24.9K
13.4K $1.77B
NWBI
Northwest Bancshares, Inc.

Financial Services
12K
New
$11.78 - $13.39 $141K - $160K
12K $144M
TTE
Total Energies Se

Energy
585
+ 5.74%
N/A
10.8K $698M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
930
+ 1.12%
$81.83 - $82.73 $76.1K - $76.9K
84.3K $6.97B
CMC
Commercial Metals CO

Basic Materials
3.24K
+ 71.18%
$43.22 - $53.05 $140K - $172K
7.78K $358M
Activity Summary
Buys All Purchases 91 New Holdings 15 Increased Positions 76 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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