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
RYU
Invesco S&P 500 Equal Weight U

ETFs
3.95K
New
$100.98 - $106.96 $398K - $422K
3.95K $419M
MMM
3 M CO

Industrials
2.36K
New
$150.74 - $178.47 $356K - $422K
2.36K $417M
EWCO
Invesco ETF Tr S&P 500 Equal W

ETFs
15.9K
New
N/A
15.9K $416M
HON
Honeywell International Inc

Industrials
2.33K
New
$158.62 - $182.01 $369K - $424K
2.33K $412M
PG
Procter & Gamble CO

Consumer Defensive
3.25K
New
$116.63 - $126.09 $379K - $410K
3.25K $406M
SPMD
Spdr Portfolio

ETFs
11K
New
$32.63 - $36.43 $359K - $401K
11K $398M
HD
Home Depot, Inc.

Consumer Cyclical
1.79K
New
$212.0 - $238.85 $378K - $426K
1.79K $390M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
9.78K
New
$35.63 - $39.97 $348K - $391K
9.78K $390M
EW
Edwards Lifesciences Corp

Healthcare
1.65K
New
$71.7 - $82.09 $118K - $135K
1.65K $385M
MLM
Martin Marietta Materials Inc

Basic Materials
1.3K
New
$253.3 - $279.64 $330K - $364K
1.3K $364M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
5.31K
New
N/A
5.31K $354M
SNA
Snap On Inc

Industrials
2.09K
New
$151.84 - $171.85 $317K - $359K
2.09K $354M
ALL
Allstate Corp

Financial Services
3.14K
New
$104.95 - $112.62 $330K - $354K
3.14K $353M
BX
Blackstone Inc.

Financial Services
6.29K
New
$45.61 - $56.3 $287K - $354K
6.29K $352M
SHW
Sherwin Williams CO

Basic Materials
593
New
$180.34 - $197.82 $107K - $117K
593 $346M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
8.58K
New
$36.46 - $39.61 $313K - $340K
8.58K $339M
THO
Thor Industries Inc

Consumer Cyclical
4.5K
New
$51.7 - $76.52 $233K - $344K
4.5K $334M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.76K
New
$174.89 - $209.41 $308K - $369K
1.76K $334M
SCHW
Schwab Charles Corp

Financial Services
6.91K
New
$35.1 - $51.07 $242K - $353K
6.91K $328M
CERN
Cerner Corporation

Healthcare
4.34K
New
$65.1 - $73.44 $283K - $319K
4.34K $319M
MRK
Merck & Co., Inc.

Healthcare
3.48K
New
$77.58 - $87.54 $270K - $305K
3.48K $317M
MU
Micron Technology Inc

Technology
5.84K
New
$41.98 - $55.42 $245K - $324K
5.84K $314M
XAR
Spdr S&P Aerospace & Defense E

ETFs
2.87K
New
$102.72 - $112.61 $294K - $323K
2.87K $313M
ETN
Eaton Corp PLC

Industrials
3.26K
New
$76.25 - $95.13 $248K - $310K
3.26K $309M
FAS
Direxion Daily Financial Bull

ETFs
3.13K
New
$70.0 - $94.78 $219K - $296K
3.13K $296M
MTB
M&T Bank Corp

Financial Services
1.73K
New
$149.75 - $171.98 $260K - $298K
1.73K $294M
FDX
Fedex Corp

Industrials
1.93K
New
$138.39 - $165.67 $267K - $320K
1.93K $292M
ED
Consolidated Edison Inc

Utilities
3.21K
New
$85.55 - $94.29 $274K - $302K
3.21K $290M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
8.55K
New
$28.98 - $32.81 $248K - $281K
8.55K $279M
CUZ
Cousins Properties Inc

Real Estate
6.76K
New
$35.71 - $41.2 $241K - $278K
6.76K $278M
EGHT
8 X8 Inc

Technology
14.8K
New
$16.81 - $20.82 $249K - $309K
14.8K $272M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.9K
New
$51.7 - $55.98 $253K - $274K
4.9K $270M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.52K
New
$155.29 - $176.84 $237K - $269K
1.52K $268M
DHR
Danaher Corp

Healthcare
1.69K
New
$133.47 - $153.48 $225K - $259K
1.69K $259M
CRM
Salesforce, Inc.

Technology
1.59K
New
$142.33 - $164.98 $226K - $262K
1.59K $258M
MCD
Mcdonalds Corp

Consumer Cyclical
1.3K
New
$188.66 - $212.83 $245K - $277K
1.3K $257M
TDOC
Teladoc Health, Inc.

Healthcare
3.01K
New
$61.54 - $85.88 $185K - $259K
3.01K $252M
CAT
Caterpillar Inc

Industrials
1.71K
New
$117.97 - $148.5 $201K - $253K
1.71K $252M
VTV
Vanguard Value ETF

ETFs
2.09K
New
$107.9 - $120.77 $226K - $253K
2.09K $251M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.17K
New
$161.93 - $216.38 $189K - $253K
1.17K $248M
NVR
Nvr Inc

Consumer Cyclical
65
New
$3390.44 - $3892.89 $220K - $253K
65 $248M
IBM
International Business Machines Corp

Technology
1.82K
New
$126.11 - $137.34 $230K - $251K
1.82K $244M
CMCSA
Comcast Corp

Communication Services
5.38K
New
$42.07 - $46.08 $226K - $248K
5.38K $242M
RYH
Invesco S&P 500 Equal Weight H

ETFs
1.08K
New
$189.85 - $222.56 $205K - $240K
1.08K $239M
SQ
Block, Inc.

Technology
3.7K
New
$58.36 - $69.65 $216K - $258K
3.7K $232M
ALGN
Align Technology Inc

Healthcare
805
New
$179.75 - $279.62 $145K - $225K
805 $225M
FSLY
Fastly, Inc.

Technology
11.1K
New
$18.48 - $25.99 $205K - $288K
11.1K $223M
DFS
Discover Financial Services

Financial Services
2.56K
New
$75.17 - $86.7 $193K - $222K
2.56K $217M
ZS
Zscaler, Inc.

Technology
4.67K
New
$40.75 - $52.8 $190K - $247K
4.67K $217M
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
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