Independent Solutions Wealth Management, LLC Portfolio Holdings
Independent Solutions Wealth Management, LLC
- $442 Billion
- Q3 2024
Independent Solutions Wealth Management, LLC has filed its 13F form on December 19, 2024 for Q3 2024 where it was disclosed a total value porftolio of $442 Billion distributed in 164 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 $20.1B, Costco Wholesale Corp with a value of $18.5B, Ishares S&P 500 Growth ETF with a value of $17.4B, Apple Inc. with a value of $15.2B, and Ishares Core U.S. Aggregate Bo with a value of $15B.
Examining the 13F form we can see an increase of $5.92B in the current position value, from $436B to 442B. Also it can be appreciated an additional of 8 stocks purchases and 12 closed positions.
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
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 164
- Current Value $442 Billion
- Prior Value $436 Billion
- Filing
- Period Q3 2024
- Filing Date December 19, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 8 stocks
- Additional Purchases 47 stocks
- Sold out of 12 stocks
- Reduced holdings in 101 stocks