Independent Solutions Wealth Management, LLC Purchases in Q4 2019

Independent Solutions Wealth Management, LLC

  • $226 Billion
  • Q4 2019
Stock Shares change Price Range Shares Held Trade History
OKTA
Okta, Inc.

Technology
7.56K
New
$98.56 - $130.32 $745K - $985K
7.56K $872M
SO
Southern CO

Utilities
13.1K
New
$60.33 - $63.86 $792K - $838K
13.1K $836M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
8.24K
New
$98.2 - $100.09 $809K - $825K
8.24K $822M
ETSY
Etsy Inc

Consumer Cyclical
18.1K
New
$40.51 - $60.42 $734K - $1.09M
18.1K $802M
MET
Metlife Inc

Financial Services
15.4K
New
$43.83 - $51.36 $673K - $789K
15.4K $783M
PM
Philip Morris International Inc.

Consumer Defensive
9.11K
New
$76.37 - $86.31 $696K - $786K
9.11K $775M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13.3K
New
$52.87 - $58.15 $704K - $774K
13.3K $771M
PGR
Progressive Corp

Financial Services
10.6K
New
$68.4 - $76.9 $727K - $817K
10.6K $769M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
21.9K
New
$30.96 - $35.07 $677K - $767K
21.9K $763M
MO
Altria Group, Inc.

Consumer Defensive
15.3K
New
$40.21 - $51.55 $614K - $787K
15.3K $762M
SJM
J M Smucker CO

Consumer Defensive
7.25K
New
$101.51 - $108.4 $736K - $785K
7.25K $755M
JNJ
Johnson & Johnson

Healthcare
5.14K
New
$127.5 - $146.44 $655K - $753K
5.14K $750M
LUV
Southwest Airlines CO

Industrials
13.9K
New
$52.04 - $58.26 $723K - $809K
13.9K $750M
AMGN
Amgen Inc

Healthcare
2.99K
New
$189.21 - $243.2 $565K - $726K
2.99K $720M
AMT
American Tower Corp

Real Estate
3.09K
New
$205.69 - $229.82 $635K - $709K
3.09K $709M
DRI
Darden Restaurants Inc

Consumer Cyclical
6.4K
New
$108.01 - $119.83 $691K - $766K
6.4K $697M
ADBE
Adobe Inc.

Technology
2.1K
New
$261.09 - $331.2 $547K - $694K
2.1K $691M
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.95K
New
$206.54 - $234.46 $609K - $692K
2.95K $689M
AVGO
Broadcom Inc.

Technology
2.16K
New
$270.07 - $327.8 $584K - $709K
2.16K $684M
SWKS
Skyworks Solutions, Inc.

Technology
5.5K
New
$75.43 - $122.29 $415K - $672K
5.5K $665M
INTU
Intuit Inc

Technology
2.44K
New
$251.9 - $273.5 $614K - $667K
2.44K $639M
PSX
Phillips 66

Energy
5.68K
New
$98.24 - $119.7 $558K - $680K
5.68K $632M
PFE
Pfizer Inc

Healthcare
16K
New
$32.92 - $37.36 $528K - $599K
16K $629M
SPYG
Spdr Portfolio

ETFs
14.9K
New
$37.77 - $42.13 $562K - $627K
14.9K $624M
NKE
Nike, Inc.

Consumer Cyclical
5.95K
New
$89.18 - $101.57 $530K - $604K
5.95K $602M
SRE
Sempra Energy

Utilities
3.88K
New
$141.17 - $152.03 $547K - $589K
3.88K $587M
BAC
Bank Of America Corp

Financial Services
16.7K
New
$27.63 - $35.52 $460K - $592K
16.7K $587M
TFC
Truist Financial Corp

Financial Services
10.4K
New
$50.81 - $56.72 $529K - $591K
10.4K $587M
CCI
Crown Castle International Corp

Real Estate
4.01K
New
$130.66 - $144.06 $524K - $577K
4.01K $570M
TD
Toronto Dominion Bank

Financial Services
10.1K
New
$54.66 - $58.28 $553K - $589K
10.1K $568M
PNC
Pnc Financial Services Group, Inc.

Financial Services
3.56K
New
$135.7 - $161.15 $482K - $573K
3.56K $567M
Dunkin Brands Group Inc
7.51K
New
N/A
7.51K $567M
SLF
Sun Life Financial Inc

Financial Services
11.8K
New
$42.63 - $46.3 $502K - $546K
11.8K $537M
JPM
Jpmorgan Chase & CO

Financial Services
3.83K
New
$111.82 - $139.4 $429K - $534K
3.83K $534M
CMI
Cummins Inc

Industrials
2.95K
New
$153.14 - $186.44 $452K - $551K
2.95K $528M
PEG
Public Service Enterprise Group Inc

Utilities
8.89K
New
$57.69 - $63.31 $513K - $563K
8.89K $525M
NVDA
Nvidia Corp

Technology
2.2K
New
$43.26 - $59.84 $95.1K - $132K
2.2K $517M
GOOG
Alphabet Inc.

Communication Services
384
New
$58.83 - $68.06 $22.6K - $26.1K
384 $513M
USB
Us Bancorp \De\

Financial Services
8.37K
New
$52.38 - $60.68 $439K - $508K
8.37K $496M
UNP
Union Pacific Corp

Industrials
2.72K
New
$151.47 - $181.41 $412K - $494K
2.72K $492M
GOOGL
Alphabet Inc.

Communication Services
365
New
$58.9 - $68.12 $21.5K - $24.9K
365 $489M
VZ
Verizon Communications Inc

Communication Services
7.89K
New
$58.91 - $62.07 $465K - $490K
7.89K $485M
KSU
Kansas City Southern

Industrials
3.13K
New
N/A
3.13K $480M
TXN
Texas Instruments Inc

Technology
3.71K
New
$116.1 - $131.69 $431K - $489K
3.71K $476M
Raytheon CO
2.11K
New
N/A
2.11K $463M
ENB
Enbridge Inc

Energy
11.6K
New
$34.14 - $39.77 $394K - $460K
11.6K $460M
BDX
Becton Dickinson & CO

Healthcare
1.65K
New
$236.45 - $266.82 $389K - $439K
1.65K $448M
F
Ford Motor CO

Consumer Cyclical
46.9K
New
$8.54 - $9.54 $401K - $448K
46.9K $436M
GS
Goldman Sachs Group Inc

Financial Services
1.84K
New
$196.85 - $231.21 $363K - $426K
1.84K $424M
Activity Summary
Buys All Purchases 155 New Holdings 155 Increased Positions 0 Sells All Sells 0 Reductions 0 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