Independent Solutions Wealth Management, LLC Reduced Holdings in Q1 2025

Independent Solutions Wealth Management, LLC

  • $447 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IXP
Ishares Global Comm Services E

ETFs
-42
- 1.74%
$95.48 - $106.93 $4.01K - $4.49K
2.38K $231M
MPC
Marathon Petroleum Corp

Energy
-360
- 4.07%
$134.72 - $159.03 $48.5K - $57.3K
8.49K $1.24B
TSN
Tyson Foods, Inc.

Consumer Defensive
-423
- 8.91%
$54.27 - $63.81 $23K - $27K
4.33K $276M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-50
- 9.38%
$442.66 - $534.52 $22.1K - $26.7K
483 $257M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-75
- 2.24%
$56.12 - $68.15 $4.21K - $5.11K
3.28K $222M
GLD
Spdr Gold Trust

ETFs
-66
- 5.31%
$243.19 - $288.14 $16.1K - $19K
1.18K $339M
ENB
Enbridge Inc

Energy
-441
- 1.24%
$41.54 - $45.45 $18.3K - $20K
35.1K $1.55B
CCI
Crown Castle International Corp

Real Estate
-444
- 6.17%
$84.33 - $106.39 $37.4K - $47.2K
6.76K $704M
PLTR
Palantir Technologies Inc.

Technology
-10.9K
- 9.83%
$64.98 - $124.62 $708K - $1.36M
100K $8.44B
WM
Waste Management Inc

Industrials
-8
- 0.43%
$200.54 - $233.78 $1.6K - $1.87K
1.85K $428M
GILD
Gilead Sciences, Inc.

Healthcare
-625
- 6.15%
$89.14 - $117.41 $55.7K - $73.4K
9.55K $1.07B
RTX
Raytheon Technologies Corp

Industrials
-529
- 4.17%
$114.1 - $135.66 $60.4K - $71.8K
12.2K $1.61B
HDV
Ishares Core High Dividend ETF

ETFs
-805
- 2.72%
$110.86 - $121.12 $89.2K - $97.5K
28.8K $3.49B
NFG
National Fuel Gas CO

Energy
-1.26K
- 7.78%
$60.71 - $79.19 $76.4K - $99.6K
14.9K $1.18B
IAU
Ishares Gold Trust

ETFs
-2.77K
- 5.24%
$49.74 - $58.96 $138K - $163K
50.1K $2.96B
V
Visa Inc.

Financial Services
-439
- 2.97%
$306.92 - $362.71 $135K - $159K
14.3K $5.02B
ABBV
Abb Vie Inc.

Healthcare
-150
- 1.12%
$169.2 - $216.66 $25.4K - $32.5K
13.3K $2.78B
XOM
Exxon Mobil Corp

Energy
-329
- 0.85%
$105.44 - $118.93 $34.7K - $39.1K
38.3K $4.56B
MO
Altria Group, Inc.

Consumer Defensive
-24
- 0.04%
$50.81 - $60.02 $1.22K - $1.44K
56.4K $3.38B
COST
Costco Wholesale Corp

Consumer Defensive
-92
- 0.44%
$890.62 - $1076.86 $81.9K - $99.1K
20.6K $19.5B
PM
Philip Morris International Inc.

Consumer Defensive
-1.03K
- 4.6%
$117.15 - $158.79 $121K - $164K
21.4K $3.4B
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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