Independent Solutions Wealth Management, LLC Sells in Q2 2025

Independent Solutions Wealth Management, LLC

  • $512 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CPRT
Copart Inc

Consumer Cyclical
-64.4K
- 93.71%
$47.72 - $63.84 $3.07M - $4.11M
4.32K $212M
DVN
Devon Energy Corp

Energy
-59.2K
- 87.26%
$26.8 - $37.92 $1.59M - $2.24M
8.65K $275M
XOM
Exxon Mobil Corp

Energy
-582
- 1.52%
$99.93 - $119.04 $58.2K - $69.3K
37.8K $4.07B
ABBV
Abb Vie Inc.

Healthcare
-169
- 1.27%
$170.16 - $206.27 $28.8K - $34.9K
13.1K $2.43B
ADBE
Adobe Inc.

Technology
-917
- 28.22%
$340.0 - $420.68 $312K - $386K
2.33K $903M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.52K
- 14.54%
$498.8 - $620.9 $760K - $946K
8.95K $5.56B
JNJ
Johnson & Johnson

Healthcare
-254
- 1.82%
$146.36 - $159.82 $37.2K - $40.6K
13.7K $2.09B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.65K
- 2.61%
$24.32 - $27.87 $64.4K - $73.8K
98.7K $2.61B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-131
- 20.18%
$390.26 - $489.06 $51.1K - $64.1K
518 $210M
SNA
Snap On Inc

Industrials
-25
- 0.67%
$292.36 - $342.2 $7.31K - $8.56K
3.69K $1.15B
BDX
Becton Dickinson & CO

Healthcare
-94
- 6.65%
$165.15 - $226.42 $15.5K - $21.3K
1.32K $227M
LLY
Eli Lilly & CO

Healthcare
-67
- 7.6%
$713.71 - $898.95 $47.8K - $60.2K
814 $635M
PEP
Pepsico Inc

Consumer Defensive
-173
- 4.64%
$128.02 - $151.37 $22.1K - $26.2K
3.56K $469M
PFE
Pfizer Inc

Healthcare
-2.57K
- 13.2%
$21.59 - $24.84 $55.4K - $63.7K
16.9K $415M
STZ
Constellation Brands, Inc.

Consumer Defensive
-47
- 1.57%
$160.0 - $195.62 $7.52K - $9.19K
2.95K $480M
CCI
Crown Castle International Corp

Real Estate
-509
- 7.54%
$94.83 - $107.06 $48.3K - $54.5K
6.25K $642M
APD
Air Products & Chemicals, Inc.

Basic Materials
-51
- 1.45%
$248.61 - $294.96 $12.7K - $15K
3.46K $975M
GLD
Spdr Gold Trust

ETFs
-237
- 20.15%
$273.71 - $316.29 $64.9K - $75K
939 $286M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-3.51K
- 1.55%
$24.54 - $25.07 $86.2K - $88.1K
224K $5.6B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-2.17K
- 1.98%
$20.66 - $20.74 $44.8K - $45K
108K $2.22B
GILD
Gilead Sciences, Inc.

Healthcare
-258
- 2.7%
$96.91 - $113.0 $25K - $29.2K
9.29K $1.03B
SPY
Spdr S&P 500 ETF Trust

ETFs
-113
- 19.96%
$496.48 - $617.85 $56.1K - $69.8K
453 $280M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.48K
- 0.87%
$22.68 - $23.28 $56.3K - $57.8K
281K $6.54B
VTV
Vanguard Value ETF

ETFs
-225
- 6.76%
$153.67 - $176.74 $34.6K - $39.8K
3.1K $549M
UNP
Union Pacific Corp

Industrials
-66
- 3.76%
$208.27 - $238.46 $13.7K - $15.7K
1.69K $388M
INTC
Intel Corp

Technology
-886
- 7.29%
$18.13 - $22.69 $16.1K - $20.1K
11.3K $259M
WMT
Walmart Inc.

Consumer Defensive
-2.11K
- 11.37%
$81.79 - $99.98 $173K - $211K
16.5K $1.62B
DIS
Walt Disney CO

Communication Services
-680
- 24.43%
$81.72 - $124.01 $55.6K - $84.3K
2.1K $261M
VB
Vanguard Small Cap ETF

ETFs
-144
- 5.63%
$193.73 - $237.37 $27.9K - $34.2K
2.41K $572M
EGHT
8 X8 Inc

Technology
-750
- 3.66%
$1.58 - $2.07 $1.19K - $1.55K
19.7K $38.6M
CRM
Salesforce, Inc.

Technology
-38
- 1.99%
$236.26 - $291.15 $8.98K - $11.1K
1.87K $510M
F
Ford Motor CO

Consumer Cyclical
-3.45K
- 7.88%
$8.69 - $10.85 $29.9K - $37.4K
40.3K $437M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-34
- 0.87%
$77.94 - $79.5 $2.65K - $2.7K
3.88K $309M
VLO
Valero Energy Corp

Energy
-182
- 1.35%
$104.69 - $141.77 $19.1K - $25.8K
13.3K $1.78B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-161
- 0.48%
$105.23 - $109.61 $16.9K - $17.6K
33.6K $3.68B
CMC
Commercial Metals CO

Basic Materials
-40
- 0.51%
$39.2 - $50.67 $1.57K - $2.03K
7.74K $379M
MA
Mastercard Inc

Financial Services
-43
- 1.3%
$479.92 - $590.74 $20.6K - $25.4K
3.27K $1.83B
QCOM
Qualcomm Inc

Technology
-325
- 2.27%
$124.66 - $159.48 $40.5K - $51.8K
14K $2.21B
CMI
Cummins Inc

Industrials
-50
- 1.59%
$267.12 - $336.65 $13.4K - $16.8K
3.1K $1.02B
ENB
Enbridge Inc

Energy
-92
- 0.26%
$41.09 - $47.16 $3.78K - $4.34K
35K $1.59B
NEM
Newmont Corp

Basic Materials
-2.2K
- 13.7%
$44.18 - $59.46 $97.2K - $131K
13.8K $807M
GLW
Corning Inc

Technology
-195
- 2.7%
$39.07 - $52.59 $7.62K - $10.3K
7.02K $369M
VEA
Vanguard Ftse Developed Market

ETFs
-109
- 1.32%
$45.65 - $57.01 $4.98K - $6.21K
8.12K $463M
AXP
American Express CO

Financial Services
-70
- 5.11%
$231.39 - $318.98 $16.2K - $22.3K
1.3K $415M
DELL
Dell Technologies Inc.

Technology
-1.03K
- 18.74%
$71.63 - $125.98 $73.6K - $130K
4.46K $547M
TSLA
Tesla, Inc.

Consumer Cyclical
-208
- 9.91%
$221.86 - $362.89 $46.1K - $75.5K
1.89K $601M
MU
Micron Technology Inc

Technology
-366
- 12.69%
$64.72 - $127.91 $23.7K - $46.8K
2.52K $310M
Canadian Pacific Kansas City
-366
- 3.4%
N/A
10.4K $823M
MRVL
Marvell Technology, Inc.

Technology
-445
- 6.59%
$49.38 - $79.97 $22K - $35.6K
6.31K $488M
Activity Summary
Buys All Purchases 100 New Holdings 13 Increased Positions 87 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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