Independent Solutions Wealth Management, LLC Purchases in Q4 2024

Independent Solutions Wealth Management, LLC

  • $457 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
119
+ 9.34%
$165.41 - $192.43 $19.7K - $22.9K
1.39K $232M
NFG
National Fuel Gas CO

Energy
8
+ 0.05%
$58.89 - $64.23 $471 - $514
16.2K $981M
LHX
L3 Harris Technologies, Inc.

Industrials
122
+ 11.59%
$208.94 - $264.22 $25.5K - $32.2K
1.18K $247M
MANH
Manhattan Associates Inc

Technology
179
+ 3.8%
$263.36 - $309.78 $47.1K - $55.5K
4.89K $1.32B
CMC
Commercial Metals CO

Basic Materials
150
+ 3.41%
$49.22 - $63.32 $7.38K - $9.5K
4.55K $225M
PG
Procter & Gamble CO

Consumer Defensive
71
+ 0.7%
$161.05 - $179.7 $11.4K - $12.8K
10.3K $1.72B
SCHG
Schwab Strategic Tr Us Large C

ETFs
208K
+ 270.04%
$25.93 - $105.3 $5.39M - $21.9M
285K $7.94B
Arm Holdings PLC
1.62K
+ 11.05%
N/A
16.3K $2.01B
LLY
Eli Lilly & CO

Healthcare
3
+ 0.34%
$727.2 - $932.06 $2.18K - $2.8K
875 $676M
MCD
Mcdonalds Corp

Consumer Cyclical
92
+ 1.03%
$288.47 - $316.54 $26.5K - $29.1K
9.03K $2.62B
HD
Home Depot, Inc.

Consumer Cyclical
44
+ 0.51%
$385.02 - $431.37 $16.9K - $19K
8.7K $3.38B
VZ
Verizon Communications Inc

Communication Services
1.18K
+ 3.37%
$39.6 - $45.21 $46.7K - $53.3K
36.2K $1.45B
RACE
Ferrari N.V.

Consumer Cyclical
67
+ 1.86%
$422.83 - $490.34 $28.3K - $32.9K
3.67K $1.56B
URI
United Rentals, Inc.

Industrials
126
+ 4.79%
$704.44 - $880.32 $88.8K - $111K
2.75K $1.94B
SCHA
Schwab Strategic Tr Us Small C

ETFs
32.1K
+ 79.26%
$25.33 - $51.16 $814K - $1.64M
72.7K $1.88B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
62.4K
+ 185.73%
$26.93 - $84.95 $1.68M - $5.3M
96.1K $2.62B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
84.6K
+ 179.51%
$27.54 - $83.04 $2.33M - $7.03M
132K $3.65B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
86.1K
+ 169.72%
$22.01 - $66.82 $1.89M - $5.75M
137K $3.11B
AMGN
Amgen Inc

Healthcare
174
+ 1.99%
$258.78 - $328.31 $45K - $57.1K
8.91K $2.32B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
87.5K
+ 86.96%
$18.41 - $40.87 $1.61M - $3.58M
188K $3.48B
SCHO
Schwab Short Term Us Treasury

ETFs
75.8K
+ 72.37%
$24.06 - $48.88 $1.82M - $3.7M
180K $4.34B
SCHR
Schwab Intermediate Term Us Tr

ETFs
93.7K
+ 75.21%
$24.19 - $50.58 $2.27M - $4.74M
218K $5.3B
SCHV
Schwab Strategic Tr Us Large C

ETFs
187K
+ 172.0%
$25.79 - $80.4 $4.81M - $15M
295K $7.7B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
119K
+ 76.96%
$22.63 - $47.53 $2.68M - $5.63M
273K $6.19B
Activity Summary
Buys All Purchases 75 New Holdings 16 Increased Positions 59 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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