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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IVE Ishares S&P 500 Value ETF ETFs	$0	$18.5 Billion 8.18% of portfolio	142,102	Q4 2019 New
IVW Ishares S&P 500 Growth ETF ETFs	$0	$15.4 Billion 6.83% of portfolio	79,698	Q4 2019 New
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$10.8 Billion 4.76% of portfolio	147,977	Q4 2019 New
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$9.48 Billion 4.2% of portfolio	84,358	Q4 2019 New
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$8.68 Billion 3.84% of portfolio	42,156	Q4 2019 New
IEFA Ishares Tr ETFs	$0	$7.84 Billion 3.47% of portfolio	120,137	Q4 2019 New
GVI Ishares Tr ETFs	$0	$7.22 Billion 3.2% of portfolio	64,111	Q4 2019 New
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$6.75 Billion 2.99% of portfolio	80,528	Q4 2019 New
SCHV Schwab Strategic Tr Us Large C ETFs	$0	$5.53 Billion 2.45% of portfolio	91,987	Q4 2019 New
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$5.47 Billion 2.42% of portfolio	64,596	Q4 2019 New
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$5.2 Billion 2.3% of portfolio	55,977	Q4 2019 New
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$4.77 Billion 2.11% of portfolio	37,278	Q4 2019 New
PFF Ishares Trust Ishares Pfd And ETFs	$0	$3.62 Billion 1.6% of portfolio	96,409	Q4 2019 New
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$3.5 Billion 1.55% of portfolio	45,559	Q4 2019 New
SCHZ Schwab Us Aggregate Bond ETF ETFs	$0	$3.26 Billion 1.44% of portfolio	60,944	Q4 2019 New
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$2.86 Billion 1.27% of portfolio	47,542	Q4 2019 New
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$2.75 Billion 1.22% of portfolio	81,751	Q4 2019 New
SCHR Schwab Intermediate Term Us Tr ETFs	$0	$2.46 Billion 1.09% of portfolio	44,796	Q4 2019 New
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$2.16 Billion 0.96% of portfolio	28,525	Q4 2019 New
HDV Ishares Core High Dividend ETF ETFs	$0	$1.93 Billion 0.85% of portfolio	19,683	Q4 2019 New
SCHO Schwab Short Term Us Treasury ETFs	$0	$1.88 Billion 0.83% of portfolio	37,297	Q4 2019 New
PGX Invesco ETF Tr Ii Pfd ETF ETFs	$0	$1.5 Billion 0.66% of portfolio	99,759	Q4 2019 New
TIP Ishares Tr Tips Bd ETF ETFs	$0	$881 Million 0.39% of portfolio	7,561	Q4 2019 New
HYS Pimco ETF Tr 1 5 Yr High Yield ETFs	$0	$822 Million 0.36% of portfolio	8,240	Q4 2019 New
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$771 Million 0.34% of portfolio	13,310	Q4 2019 New
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$763 Million 0.34% of portfolio	21,862	Q4 2019 New
XLG Invesco Exchange Traded Fd Tr ETFs	$0	$689 Million 0.3% of portfolio	2,950	Q4 2019 New
SPYG Spdr Portfolio ETFs	$0	$624 Million 0.28% of portfolio	14,880	Q4 2019 New
RYU Invesco S&P 500 Equal Weight U ETFs	$0	$419 Million 0.19% of portfolio	3,946	Q4 2019 New
SPMD Spdr Portfolio ETFs	$0	$398 Million 0.18% of portfolio	10,999	Q4 2019 New
EWCO Invesco ETF Tr S&P 500 Equal W ETFs	$0	$416 Million 0.18% of portfolio	15,852	Q4 2019 New
SPTM Spdr Portfolio S&P 1500 Compos ETFs	$0	$390 Million 0.17% of portfolio	9,778	Q4 2019 New
QEFA Spdr Index Shs Fds Msci Eafe S ETFs	$0	$354 Million 0.16% of portfolio	5,305	Q4 2019 New
SPYD Spdr Portfolio S&P 500 High Di ETFs	$0	$339 Million 0.15% of portfolio	8,581	Q4 2019 New
XAR Spdr S&P Aerospace & Defense E ETFs	$0	$313 Million 0.14% of portfolio	2,865	Q4 2019 New
FAS Direxion Daily Financial Bull ETFs	$0	$296 Million 0.13% of portfolio	3,126	Q4 2019 New
SPSM Spdr Portfolio S&P 600 Small C ETFs	$0	$279 Million 0.12% of portfolio	8,552	Q4 2019 New
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$268 Million 0.12% of portfolio	1,523	Q4 2019 New
VTV Vanguard Value ETF ETFs	$0	$251 Million 0.11% of portfolio	2,094	Q4 2019 New
RYH Invesco S&P 500 Equal Weight H ETFs	$0	$239 Million 0.11% of portfolio	1,079	Q4 2019 New
SPAB Spdr Portfolio Aggregate Bond ETFs	$0	$216 Million 0.1% of portfolio	7,355	Q4 2019 New
RHS Invesco ETF Tr S&P 500 Equal W ETFs	$0	$214 Million 0.09% of portfolio	1,463	Q4 2019 New
SCHH Schwab Strategic U.S. Reit ETF ETFs	$0	$200 Million 0.09% of portfolio	4,362	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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Independent Solutions Wealth Management, LLC Portfolio Holdings