Independent Solutions Wealth Management, LLC Portfolio Holdings by Sector

Independent Solutions Wealth Management, LLC

$226 Billion
Q4 2019

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVE IVW ITOT AGG IJH IEFA GVI IJR 43 stocks	$141 Million 62.83% of portfolio	43	-	43	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$5.58 Million 2.49% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$5.48 Million 2.45% of portfolio	2	-	2	-	0 Calls 0 Puts
Software—Application \| Technology TTD AYX SHOP INTU CRM FSLY 6 stocks	$4.75 Million 2.12% of portfolio	6	-	6	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS NFLX ROKU 3 stocks	$4.66 Million 2.08% of portfolio	3	-	3	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT OKTA ADBE SQ ZS 5 stocks	$4.62 Million 2.06% of portfolio	5	-	5	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V DFS AXP 4 stocks	$4.23 Million 1.89% of portfolio	4	-	4	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN ETSY BABA 3 stocks	$3.73 Million 1.66% of portfolio	3	-	3	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$3.6 Million 1.61% of portfolio	2	-	2	-	0 Calls 0 Puts
Semiconductors \| Technology INTC AVGO SWKS NVDA TXN MU 6 stocks	$3.57 Million 1.59% of portfolio	6	-	6	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services RY BAC TD JPM 4 stocks	$2.45 Million 1.09% of portfolio	4	-	4	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ AMGN PFE MRK 4 stocks	$2.41 Million 1.08% of portfolio	4	-	4	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT CRMT 2 stocks	$2.32 Million 1.04% of portfolio	2	-	2	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ CMCSA 3 stocks	$2.15 Million 0.96% of portfolio	3	-	3	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$2.1 Million 0.94% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOG GOOGL 3 stocks	$2.04 Million 0.91% of portfolio	3	-	3	-	0 Calls 0 Puts
Banks—Regional \| Financial Services TFC PNC USB MTB 4 stocks	$1.95 Million 0.87% of portfolio	4	-	4	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO PEG ED 3 stocks	$1.65 Million 0.74% of portfolio	3	-	3	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy VLO PSX 2 stocks	$1.59 Million 0.71% of portfolio	2	-	2	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$1.54 Million 0.69% of portfolio	2	-	2	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO DHR 2 stocks	$1.46 Million 0.65% of portfolio	2	-	2	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate AMT CCI 2 stocks	$1.28 Million 0.57% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR ALL 2 stocks	$1.12 Million 0.5% of portfolio	2	-	2	-	0 Calls 0 Puts
Railroads \| Industrials UNP KSU 2 stocks	$971,807 0.43% of portfolio	2	-	2	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare CHE 1 stocks	$970,325 0.43% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical DRI MCD 2 stocks	$954,210 0.43% of portfolio	2	-	2	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA 1 stocks	$907,893 0.41% of portfolio	1	-	1	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$884,558 0.4% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials CMI ETN 2 stocks	$837,161 0.37% of portfolio	2	-	2	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM HON 2 stocks	$828,583 0.37% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Life \| Financial Services MET 1 stocks	$783,154 0.35% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive SJM 1 stocks	$754,526 0.34% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS SCHW 2 stocks	$752,393 0.34% of portfolio	2	-	2	-	0 Calls 0 Puts
Airlines \| Industrials LUV 1 stocks	$749,512 0.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ENB TRP 2 stocks	$672,743 0.3% of portfolio	2	-	2	-	0 Calls 0 Puts
Medical Devices \| Healthcare EW ALGN 2 stocks	$609,322 0.27% of portfolio	2	-	2	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$602,288 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities SRE 1 stocks	$587,162 0.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Health Information Services \| Healthcare CERN TDOC 2 stocks	$570,981 0.26% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services SLF 1 stocks	$537,042 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX 1 stocks	$447,935 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical F 1 stocks	$436,495 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$406,050 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$389,808 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Materials \| Basic Materials MLM 1 stocks	$364,091 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Components \| Technology GLW 1 stocks	$354,734 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SNA 1 stocks	$353,707 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services BX 1 stocks	$351,807 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SHW 1 stocks	$346,039 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical THO 1 stocks	$334,231 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive STZ 1 stocks	$333,960 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX 1 stocks	$291,835 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Office \| Real Estate CUZ 1 stocks	$278,347 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Diversified Communication Services \| Technology EGHT 1 stocks	$271,554 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$269,947 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$251,942 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical NVR 1 stocks	$247,547 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$244,489 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Solutions Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Independent Solutions Wealth Management, LLC with notifications on news.

Account

Independent Solutions Wealth Management, LLC Portfolio Holdings by Sector

Independent Solutions Wealth Management, LLC

Track Independent Solutions Wealth Management, LLC Portfolio

Portfolio Update

News