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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
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