Independent Solutions Wealth Management, LLC Purchases in Q3 2025

Independent Solutions Wealth Management, LLC

  • $563 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
APP
App Lovin Corp

Technology
848
+ 7.32%
$335.1 - $718.54 $284K - $609K
12.4K $8.93B
AAPL
Apple Inc.

Technology
2.44K
+ 3.04%
$202.38 - $256.87 $494K - $627K
82.9K $21.1B
NVDA
Nvidia Corp

Technology
619
+ 0.6%
$153.3 - $186.58 $94.9K - $115K
104K $19.4B
LEXI
Listed Fds Tr Alexis Practical

ETFs
54.6K
+ 13.67%
$32.26 - $34.73 $1.76M - $1.9M
454K $15.8B
AVGO
Broadcom Inc.

Technology
225
+ 0.46%
$264.74 - $369.57 $59.6K - $83.2K
49K $16.2B
GOOGL
Alphabet Inc.

Communication Services
3.3K
+ 12.67%
$174.36 - $254.72 $576K - $841K
29.4K $7.14B
IVW
Ishares S&P 500 Growth ETF

ETFs
4.03K
+ 2.35%
$108.97 - $121.65 $440K - $491K
176K $21.2B
IMTM
Ishares Msci Intl Momentum Fac

ETFs
41K
New
$44.58 - $48.01 $1.83M - $1.97M
41K $1.96B
IAU
Ishares Gold Trust

ETFs
13.3K
+ 19.38%
$61.62 - $72.77 $820K - $969K
82K $5.97B
UNH
Unitedhealth Group Inc

Healthcare
4.68K
New
$237.77 - $353.61 $1.11M - $1.65M
4.68K $1.62B
Arista Networks Inc
72
+ 0.23%
N/A
31.3K $4.57B
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.3K
+ 1.11%
$28.92 - $32.19 $95.4K - $106K
301K $9.62B
IVE
Ishares S&P 500 Value ETF

ETFs
190
+ 0.24%
$194.44 - $206.51 $36.9K - $39.2K
78K $16.1B
MSFT
Microsoft Corp

Technology
510
+ 2.26%
$491.09 - $535.64 $250K - $273K
23K $11.9B
NET
Cloudflare, Inc.

Technology
1.91K
+ 12.7%
$181.39 - $228.28 $347K - $437K
17K $3.64B
URI
United Rentals, Inc.

Industrials
77
+ 2.63%
$774.14 - $975.23 $59.6K - $75.1K
3.01K $2.87B
MO
Altria Group, Inc.

Consumer Defensive
3.54K
+ 6.33%
$57.75 - $67.68 $205K - $240K
59.5K $3.93B
ABBV
Abb Vie Inc.

Healthcare
123
+ 0.94%
$184.85 - $231.54 $22.7K - $28.5K
13.2K $3.06B
IBKR
Interactive Brokers Group, Inc.

Financial Services
983
+ 2.43%
$56.32 - $68.81 $55.4K - $67.6K
41.5K $2.86B
SCHV
Schwab Strategic Tr Us Large C

ETFs
4.91K
+ 1.57%
$27.61 - $29.15 $136K - $143K
317K $9.23B
HD
Home Depot, Inc.

Consumer Cyclical
616
+ 7.07%
$357.4 - $423.42 $220K - $261K
9.33K $3.78B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
13.3K
+ 21.41%
$42.75 - $43.37 $567K - $575K
75.2K $3.26B
BX
Blackstone Inc.

Financial Services
865
+ 4.45%
$152.77 - $188.68 $132K - $163K
20.3K $3.47B
JPM
Jpmorgan Chase & CO

Financial Services
1.04K
+ 11.44%
$282.78 - $316.06 $294K - $328K
10.1K $3.19B
BAC
Bank Of America Corp

Financial Services
4.71K
+ 7.73%
$44.92 - $52.42 $212K - $247K
65.7K $3.39B
SCCO
Southern Copper Corp

Basic Materials
173
+ 0.75%
$90.54 - $121.36 $15.7K - $21K
23.1K $2.8B
JNJ
Johnson & Johnson

Healthcare
191
+ 1.4%
$155.17 - $185.42 $29.6K - $35.4K
13.9K $2.57B
NEM
Newmont Corp

Basic Materials
1.14K
+ 8.22%
$57.35 - $85.25 $65.3K - $97.1K
15K $1.26B
COIN
Coinbase Global, Inc.

Technology
1.34K
New
$297.99 - $419.78 $399K - $562K
1.34K $452M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
4.3K
+ 16.57%
$100.16 - $100.7 $431K - $433K
30.3K $3.05B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.53K
+ 16.51%
$50.47 - $50.74 $431K - $433K
60.2K $3.05B
CVX
Chevron Corp

Energy
725
+ 2.85%
$145.57 - $161.83 $106K - $117K
26.2K $4.06B
RTX
Raytheon Technologies Corp

Industrials
886
+ 7.39%
$144.19 - $167.33 $128K - $148K
12.9K $2.15B
TSLA
Tesla, Inc.

Consumer Cyclical
363
+ 19.2%
$293.94 - $444.72 $107K - $161K
2.25K $1B
SRE
Sempra Energy

Utilities
181
+ 0.69%
$74.14 - $89.98 $13.4K - $16.3K
26.4K $2.38B
Lam Research Corp
1.1K
+ 16.73%
N/A
7.7K $1.03B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.08K
+ 15.71%
$236.25 - $257.69 $255K - $278K
7.95K $2.04B
MPC
Marathon Petroleum Corp

Energy
741
+ 8.24%
$158.59 - $198.69 $118K - $147K
9.73K $1.88B
IYW
Ishares Dj Us Tech ETF

ETFs
1.93K
New
$171.38 - $197.01 $330K - $380K
1.93K $378M
CASY
Caseys General Stores Inc

Consumer Cyclical
139
+ 2.61%
$494.52 - $565.32 $68.7K - $78.6K
5.46K $3.08B
IEUR
Ishares Tr Ishares Core Msci E

ETFs
4.62K
+ 19.5%
$64.17 - $68.19 $296K - $315K
28.3K $1.93B
VOT
Vanguard Mid Cap Growth Index

ETFs
1.17K
New
$282.75 - $294.19 $331K - $345K
1.17K $344M
SOXX
Ishares Semiconductor ETF

ETFs
1.26K
New
$236.93 - $271.12 $298K - $341K
1.26K $341M
ORCL
Oracle Corp

Technology
816
+ 49.33%
$218.96 - $328.33 $179K - $268K
2.47K $695M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
6.37K
+ 11.93%
$50.82 - $51.09 $324K - $325K
59.8K $3.05B
QCOM
Qualcomm Inc

Technology
1.18K
+ 8.46%
$145.84 - $173.55 $173K - $205K
15.2K $2.52B
GS
Goldman Sachs Group Inc

Financial Services
48
+ 1.57%
$696.56 - $806.32 $33.4K - $38.7K
3.1K $2.47B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.57K
+ 1.79%
$28.15 - $30.13 $72.4K - $77.5K
146K $4.34B
MCD
Mcdonalds Corp

Consumer Cyclical
623
+ 6.53%
$291.67 - $316.99 $182K - $197K
10.2K $3.09B
Activity Summary
Buys All Purchases 117 New Holdings 17 Increased Positions 100 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Independent Solutions Wealth Management, LLC Portfolio

Follow Independent Solutions Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email