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
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
3.92K
+ 5.42%
$20.2 - $22.24 $79.1K - $87.1K
76.2K $1.64B
Lam Research Corp
1.39K
+ 33.39%
N/A
5.55K $404M
LQD
Ishares Iboxx $ Investment Gra

ETFs
375
+ 1.12%
$105.1 - $109.61 $39.4K - $41.1K
33.7K $3.67B
FREL
Fidelity Covington Tr Msci Rea

ETFs
1.63K
+ 1.44%
$25.98 - $28.59 $42.2K - $46.5K
115K $3.15B
SCCO
Southern Copper Corp

Basic Materials
340
+ 1.52%
$85.92 - $101.48 $29.2K - $34.5K
22.7K $2.12B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
3.59K
+ 3.39%
$20.64 - $20.73 $74.1K - $74.5K
110K $2.27B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
497
+ 8.07%
$196.12 - $229.48 $97.5K - $114K
6.65K $1.34B
PEP
Pepsico Inc

Consumer Defensive
486
+ 14.99%
$142.64 - $156.42 $69.3K - $76K
3.73K $559M
Super Micro Computer Inc
1K
+ 11.85%
N/A
9.44K $323M
LLY
Eli Lilly & CO

Healthcare
6
+ 0.69%
$725.72 - $929.72 $4.35K - $5.58K
881 $728M
RACE
Ferrari N.V.

Consumer Cyclical
63
+ 1.72%
$413.73 - $508.15 $26.1K - $32K
3.73K $1.6B
NET
Cloudflare, Inc.

Technology
147
+ 3.99%
$110.71 - $176.5 $16.3K - $25.9K
3.83K $431M
QCOM
Qualcomm Inc

Technology
252
+ 1.79%
$151.94 - $175.86 $38.3K - $44.3K
14.3K $2.19B
SPY
Spdr S&P 500 ETF Trust

ETFs
62
+ 12.3%
$551.42 - $612.93 $34.2K - $38K
566 $317M
SNA
Snap On Inc

Industrials
83
+ 2.28%
$324.09 - $358.62 $26.9K - $29.8K
3.72K $1.25B
IDU
Ishares Tr U S Utils ETF

ETFs
5
+ 0.21%
$95.33 - $102.77 $477 - $514
2.39K $242M
BKNG
Booking Holdings Inc.

Consumer Cyclical
5
+ 10.2%
$4295.4 - $5141.88 $21.5K - $25.7K
54 $249M
IOO
Ishares Tr Global 100 ETF

ETFs
653
+ 5.04%
$96.2 - $105.12 $62.8K - $68.6K
13.6K $1.31B
CPRT
Copart Inc

Consumer Cyclical
852
+ 1.25%
$52.3 - $59.83 $44.6K - $51K
68.8K $3.89B
INTU
Intuit Inc

Technology
70
+ 1.55%
$555.63 - $630.23 $38.9K - $44.1K
4.59K $2.82B
HON
Honeywell International Inc

Industrials
311
+ 4.41%
$202.75 - $226.52 $63.1K - $70.4K
7.37K $1.56B
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.5K
+ 7.57%
$23.16 - $27.04 $127K - $149K
78.2K $1.83B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5.11K
+ 3.73%
$21.23 - $23.75 $108K - $121K
142K $3.06B
META
Meta Platforms, Inc.

Communication Services
33
+ 0.37%
$576.36 - $736.67 $19K - $24.3K
8.96K $5.16B
MRK
Merck & Co., Inc.

Healthcare
896
+ 5.54%
$83.01 - $101.02 $74.4K - $90.5K
17.1K $1.53B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
4.59K
+ 3.48%
$25.58 - $29.24 $117K - $134K
136K $3.57B
URI
United Rentals, Inc.

Industrials
57
+ 2.07%
$594.17 - $789.56 $33.9K - $45K
2.81K $1.76B
Arm Holdings PLC
278
+ 1.71%
N/A
16.6K $1.77B
TSLA
Tesla, Inc.

Consumer Cyclical
120
+ 6.06%
$222.15 - $428.22 $26.7K - $51.4K
2.1K $544M
PJT
Pjt Partners Inc.

Financial Services
288
+ 1.81%
$135.97 - $177.59 $39.2K - $51.1K
16.2K $2.23B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.74K
+ 3.84%
$102.49 - $119.96 $179K - $209K
47.1K $4.93B
SRE
Sempra Energy

Utilities
480
+ 1.91%
$67.85 - $87.67 $32.6K - $42.1K
25.6K $1.83B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.27K
+ 0.91%
$57.21 - $65.8 $72.4K - $83.3K
141K $8.28B
SHOP
Shopify Inc.

Technology
50
+ 0.13%
$90.59 - $129.31 $4.53K - $6.47K
39.9K $3.81B
MOD
Modine Manufacturing CO

Consumer Cyclical
420
+ 2.76%
$76.06 - $142.68 $31.9K - $59.9K
15.6K $1.2B
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.88K
+ 2.76%
$24.91 - $29.02 $196K - $229K
293K $7.33B
ETN
Eaton Corp PLC

Industrials
6
+ 0.06%
$271.83 - $371.23 $1.63K - $2.23K
10.7K $2.92B
Arista Networks Inc
72
+ 0.23%
N/A
31K $2.4B
IVW
Ishares S&P 500 Growth ETF

ETFs
4.53K
+ 2.73%
$92.45 - $106.69 $419K - $483K
170K $15.8B
NVDA
Nvidia Corp

Technology
555
+ 0.53%
$106.98 - $149.43 $59.4K - $82.9K
106K $11.5B
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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