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
$95.3B
$568 Million 0.25% of portfolio
10,111
Q4 2019 New
$80.1B
$567 Million 0.25% of portfolio
3,555
Q4 2019 New
$41.1B
$570 Million 0.25% of portfolio
4,008
Q4 2019 New
$34.9B
$537 Million 0.24% of portfolio
11,785
Q4 2019 New
$699B
$534 Million 0.24% of portfolio
3,834
Q4 2019 New
$42.6B
$525 Million 0.23% of portfolio
8,889
Q4 2019 New
$325B
$517 Million 0.23% of portfolio
2,199
Q4 2019 New
$50.9B
$528 Million 0.23% of portfolio
2,953
Q4 2019 New
$1.2T
$513 Million 0.23% of portfolio
384
Q4 2019 New
$1.17T
$489 Million 0.22% of portfolio
365
Q4 2019 New
$74.3B
$496 Million 0.22% of portfolio
8,372
Q4 2019 New
$141B
$492 Million 0.22% of portfolio
2,722
Q4 2019 New
$177B
$476 Million 0.21% of portfolio
3,710
Q4 2019 New
$26.7B
$480 Million 0.21% of portfolio
-
Q4 2019 New
$171B
$485 Million 0.21% of portfolio
7,893
Q4 2019 New
$83.8B
$460 Million 0.2% of portfolio
11,554
Q4 2019 New
$39.4B
$436 Million 0.19% of portfolio
46,935
Q4 2019 New
$196B
$424 Million 0.19% of portfolio
1,844
Q4 2019 New
$404B
$406 Million 0.18% of portfolio
3,251
Q4 2019 New
$70.8B
$417 Million 0.18% of portfolio
2,362
Q4 2019 New
$157B
$412 Million 0.18% of portfolio
2,327
Q4 2019 New
$418B
$390 Million 0.17% of portfolio
1,785
Q4 2019 New
$45.8B
$385 Million 0.17% of portfolio
1,649
Q4 2019 New
$18.5B
$354 Million 0.16% of portfolio
2,088
Q4 2019 New
$40.4B
$355 Million 0.16% of portfolio
12,186
Q4 2019 New
$130B
$352 Million 0.16% of portfolio
6,289
Q4 2019 New
$52.3B
$353 Million 0.16% of portfolio
3,142
Q4 2019 New
$34B
$364 Million 0.16% of portfolio
1,302
Q4 2019 New
$94B
$346 Million 0.15% of portfolio
593
Q4 2019 New
$140B
$328 Million 0.15% of portfolio
6,905
Q4 2019 New
$5.48B
$334 Million 0.15% of portfolio
4,499
Q4 2019 New
$37.6B
$334 Million 0.15% of portfolio
1,760
Q4 2019 New
$118B
$314 Million 0.14% of portfolio
5,844
Q4 2019 New
$138B
$309 Million 0.14% of portfolio
3,259
Q4 2019 New
$253B
$317 Million 0.14% of portfolio
3,484
Q4 2019 New
$27.7B
$319 Million 0.14% of portfolio
4,343
Q4 2019 New
$33.9B
$294 Million 0.13% of portfolio
1,734
Q4 2019 New
$32.2B
$290 Million 0.13% of portfolio
3,207
Q4 2019 New
$72.2B
$292 Million 0.13% of portfolio
1,930
Q4 2019 New
$293M
$272 Million 0.12% of portfolio
14,839
Q4 2019 New
$84.1B
$270 Million 0.12% of portfolio
4,901
Q4 2019 New
$4.74B
$278 Million 0.12% of portfolio
6,756
Q4 2019 New
$351B
$258 Million 0.11% of portfolio
1,589
Q4 2019 New
$171B
$242 Million 0.11% of portfolio
5,380
Q4 2019 New
$198B
$252 Million 0.11% of portfolio
1,706
Q4 2019 New
$218B
$257 Million 0.11% of portfolio
1,301
Q4 2019 New
$231B
$248 Million 0.11% of portfolio
1,168
Q4 2019 New
$27.2B
$248 Million 0.11% of portfolio
65
Q4 2019 New
$205B
$244 Million 0.11% of portfolio
1,824
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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