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 Market Cap. of $10 Billions to $200 Billions
