Independent Solutions Wealth Management, LLC Incresed Positions in Q4 2024

Independent Solutions Wealth Management, LLC

  • $457 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LEXI
Listed Fds Tr Alexis Practical

ETFs
283K
+ 515.01%
$30.14 - $31.82 $8.52M - $9M
338K $10.2B
IVV
Ishares Core S&P 500 ETF

ETFs
9.8K
+ 1059.35%
$570.51 - $610.59 $5.59M - $5.98M
10.7K $6.31B
SHV
Ishares Tr

ETFs
50.4K
+ 265.48%
$109.92 - $110.57 $5.54M - $5.57M
69.3K $7.64B
AVGO
Broadcom Inc.

Technology
2K
+ 4.08%
$159.67 - $250.0 $320K - $501K
51.1K $11.9B
IAU
Ishares Gold Trust

ETFs
48.6K
+ 1115.97%
$48.37 - $52.65 $2.35M - $2.56M
52.9K $2.62B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
16.9K
+ 326.59%
$100.22 - $100.73 $1.69M - $1.7M
22K $2.21B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
32.7K
+ 224.79%
$50.73 - $51.08 $1.66M - $1.67M
47.3K $2.41B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
33K
+ 321.49%
$50.37 - $50.6 $1.66M - $1.67M
43.3K $2.18B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
38.7K
+ 296.23%
$42.33 - $43.3 $1.64M - $1.67M
51.7K $2.2B
PNC
Pnc Financial Services Group, Inc.

Financial Services
5.81K
+ 452.34%
$178.39 - $215.0 $1.04M - $1.25M
7.09K $1.37B
MPC
Marathon Petroleum Corp

Energy
7.59K
+ 601.11%
$131.65 - $174.84 $999K - $1.33M
8.85K $1.23B
HON
Honeywell International Inc

Industrials
3.75K
+ 113.5%
$202.84 - $236.0 $761K - $885K
7.05K $1.59B
TTD
Trade Desk, Inc.

Technology
2.24K
+ 3.48%
$108.7 - $139.51 $244K - $313K
66.6K $7.83B
CSCO
Cisco Systems, Inc.

Technology
3.08K
+ 3.92%
$52.45 - $60.02 $162K - $185K
81.7K $4.84B
V
Visa Inc.

Financial Services
11
+ 0.07%
$273.87 - $320.91 $3.01K - $3.53K
14.8K $4.66B
IBKR
Interactive Brokers Group, Inc.

Financial Services
165
+ 1.25%
$138.3 - $192.95 $22.8K - $31.8K
13.4K $2.37B
BX
Blackstone Inc.

Financial Services
1.28K
+ 8.79%
$148.45 - $199.05 $189K - $254K
15.8K $2.72B
GOOGL
Alphabet Inc.

Communication Services
650
+ 5.04%
$161.86 - $196.66 $105K - $128K
13.5K $2.56B
CPRT
Copart Inc

Consumer Cyclical
1.29K
+ 1.93%
$51.36 - $63.8 $66K - $82K
67.9K $3.9B
BAC
Bank Of America Corp

Financial Services
2.11K
+ 3.09%
$39.22 - $47.77 $82.6K - $101K
70.3K $3.09B
IWF
Ishares Russell 1000 Gr ETF

ETFs
461
+ 12.36%
$370.24 - $418.94 $171K - $193K
4.19K $1.68B
JPM
Jpmorgan Chase & CO

Financial Services
29
+ 0.33%
$205.18 - $250.29 $5.95K - $7.26K
8.89K $2.13B
GOOG
Alphabet Inc.

Communication Services
8
+ 0.07%
$163.08 - $198.16 $1.3K - $1.59K
11.1K $2.11B
MO
Altria Group, Inc.

Consumer Defensive
3.23K
+ 6.08%
$49.06 - $57.74 $159K - $187K
56.4K $2.95B
PANW
Palo Alto Networks Inc

Technology
5.78K
+ 104.45%
$181.96 - $405.9 $1.05M - $2.35M
11.3K $2.06B
CVX
Chevron Corp

Energy
1.36K
+ 5.91%
$141.15 - $162.53 $192K - $221K
24.4K $3.53B
META
Meta Platforms, Inc.

Communication Services
14
+ 0.16%
$554.08 - $632.68 $7.76K - $8.86K
8.92K $5.22B
SRE
Sempra Energy

Utilities
93
+ 0.37%
$80.81 - $94.77 $7.52K - $8.81K
25.1K $2.2B
ENB
Enbridge Inc

Energy
359
+ 1.02%
$40.4 - $43.92 $14.5K - $15.8K
35.5K $1.51B
ETN
Eaton Corp PLC

Industrials
222
+ 2.11%
$326.96 - $377.52 $72.6K - $83.8K
10.7K $3.56B
SYBT
Stock Yards Bancorp, Inc.

Financial Services
26
+ 0.78%
$58.22 - $78.62 $1.51K - $2.04K
3.37K $241M
PM
Philip Morris International Inc.

Consumer Defensive
359
+ 1.62%
$118.38 - $133.06 $42.5K - $47.8K
22.5K $2.7B
EGHT
8 X8 Inc

Technology
2K
+ 10.61%
$1.85 - $3.19 $3.7K - $6.38K
20.8K $55.7M
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
QCOM
Qualcomm Inc

Technology
737
+ 5.53%
$150.4 - $178.04 $111K - $131K
14.1K $2.16B
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
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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