Independent Solutions Wealth Management, LLC Portfolio Holdings

Independent Solutions Wealth Management, LLC

  • $226 Billion
  • Q4 2019

Independent Solutions Wealth Management, LLC has filed its 13F form on December 13, 2024 for Q4 2019 where it was disclosed a total value porftolio of $226 Billion distributed in 155 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Value ETF with a value of $18.5B, Ishares S&P 500 Growth ETF with a value of $15.4B, Ishares Core S&P Total U.S. St with a value of $10.8B, Ishares Core U.S. Aggregate Bo with a value of $9.48B, and Ishares Core S&P Mid Cap ETF with a value of $8.68B.

Examining the 13F form we can see an increase of $226B in the current position value.

Independent Solutions Wealth Management, LLC is based out at Williamsville, NY

Below you can find more details about Independent Solutions Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $226 Billion
ETFs: $141 Billion
Technology: $21.5 Billion
Financial Services: $12.2 Billion
Consumer Cyclical: $9.02 Billion
Communication Services: $8.85 Billion
Consumer Defensive: $8.78 Billion
Healthcare: $6.47 Billion
Industrials: $6.08 Billion
Other: $10.4 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.07T
$5.58 Billion 2.47% of portfolio
18,989
Q4 2019 New
$435B
$3.9 Billion 1.73% of portfolio
13,264
Q4 2019 New
$506B
$2.72 Billion 1.2% of portfolio
9,112
Q4 2019 New
$2.35T
$2.68 Billion 1.19% of portfolio
1,449
Q4 2019 New
$3.39T
$2.61 Billion 1.16% of portfolio
16,551
Q4 2019 New
$206B
$2.24 Billion 0.99% of portfolio
15,502
Q4 2019 New
$240B
$2.1 Billion 0.93% of portfolio
43,857
Q4 2019 New
$450B
$2.07 Billion 0.92% of portfolio
29,691
Q4 2019 New
$259B
$1.58 Billion 0.7% of portfolio
13,289
Q4 2019 New
$290B
$1.53 Billion 0.68% of portfolio
12,670
Q4 2019 New
$60B
$1.44 Billion 0.64% of portfolio
5,552
Q4 2019 New
$163B
$1.42 Billion 0.63% of portfolio
36,445
Q4 2019 New
$14.4B
$1.36 Billion 0.6% of portfolio
14,922
Q4 2019 New
$409B
$1.35 Billion 0.6% of portfolio
4,167
Q4 2019 New
$207B
$1.2 Billion 0.53% of portfolio
3,693
Q4 2019 New
$0
$1.09 Billion 0.48% of portfolio
10,941
Q4 2019 New
$520B
$1.09 Billion 0.48% of portfolio
5,800
Q4 2019 New
$10.1B
$1.07 Billion 0.47% of portfolio
8,006
Q4 2019 New
$1.39T
$1.04 Billion 0.46% of portfolio
5,052
Q4 2019 New
$353M
$966 Million 0.43% of portfolio
8,812
Q4 2019 New
$7.82B
$970 Million 0.43% of portfolio
2,209
Q4 2019 New
$48.1B
$960 Million 0.42% of portfolio
10,251
Q4 2019 New
$103B
$908 Million 0.4% of portfolio
2,787
Q4 2019 New
$83.9B
$910 Million 0.4% of portfolio
15,209
Q4 2019 New
$85.8B
$885 Million 0.39% of portfolio
7,762
Q4 2019 New
$13B
$872 Million 0.39% of portfolio
7,555
Q4 2019 New
$90.7B
$836 Million 0.37% of portfolio
13,121
Q4 2019 New
$7.72B
$802 Million 0.36% of portfolio
18,114
Q4 2019 New
$64.8B
$783 Million 0.35% of portfolio
15,365
Q4 2019 New
$195B
$775 Million 0.34% of portfolio
9,111
Q4 2019 New
$145B
$769 Million 0.34% of portfolio
10,626
Q4 2019 New
$172B
$761 Million 0.34% of portfolio
9,604
Q4 2019 New
$97B
$762 Million 0.34% of portfolio
15,266
Q4 2019 New
$383B
$750 Million 0.33% of portfolio
5,139
Q4 2019 New
$12.2B
$755 Million 0.33% of portfolio
7,246
Q4 2019 New
$19.5B
$750 Million 0.33% of portfolio
13,885
Q4 2019 New
$142B
$720 Million 0.32% of portfolio
2,985
Q4 2019 New
$212B
$691 Million 0.31% of portfolio
2,096
Q4 2019 New
$20.3B
$697 Million 0.31% of portfolio
6,395
Q4 2019 New
$90B
$709 Million 0.31% of portfolio
3,086
Q4 2019 New
$97.3B
$684 Million 0.3% of portfolio
2,164
Q4 2019 New
$14.6B
$665 Million 0.29% of portfolio
5,499
Q4 2019 New
$148B
$629 Million 0.28% of portfolio
16,043
Q4 2019 New
$55.7B
$632 Million 0.28% of portfolio
5,677
Q4 2019 New
$191B
$639 Million 0.28% of portfolio
2,439
Q4 2019 New
$98.3B
$602 Million 0.27% of portfolio
5,945
Q4 2019 New
$27.3B
$587 Million 0.26% of portfolio
3,876
Q4 2019 New
$59.9B
$587 Million 0.26% of portfolio
10,421
Q4 2019 New
$362B
$587 Million 0.26% of portfolio
16,665
Q4 2019 New

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $226 Billion
  • Filing
  • Period Q4 2019
  • Filing Date December 13, 2024
  • Form Type 13F-HR
  • Activity in Q4 2019
  • New Purchases 155 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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