Independent Solutions Wealth Management, LLC Incresed Positions in Q2 2025

Independent Solutions Wealth Management, LLC

  • $512 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Lam Research Corp
1.04K
+ 18.73%
N/A
6.59K $642M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.5K
+ 9.53%
$50.36 - $50.68 $226K - $228K
51.7K $2.62B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.28K
+ 9.64%
$100.04 - $100.54 $228K - $230K
26K $2.61B
SCCO
Southern Copper Corp

Basic Materials
255
+ 1.12%
$75.63 - $104.64 $19.3K - $26.7K
22.9K $2.32B
PNC
Pnc Financial Services Group, Inc.

Financial Services
581
+ 8.83%
$149.76 - $186.42 $87K - $108K
7.16K $1.34B
SRE
Sempra Energy

Utilities
609
+ 2.38%
$63.78 - $78.91 $38.8K - $48.1K
26.2K $1.99B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.28K
+ 4.45%
$50.1 - $51.02 $114K - $116K
53.4K $2.72B
T
At&T Inc.

Communication Services
3.3K
+ 33.91%
$26.33 - $28.94 $86.9K - $95.5K
13K $377M
NFG
National Fuel Gas CO

Energy
11
+ 0.07%
$73.0 - $86.01 $803 - $946
14.9K $1.26B
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 5.56%
$4164.15 - $5789.24 $12.5K - $17.4K
57 $330M
V
Visa Inc.

Financial Services
23
+ 0.16%
$308.27 - $373.31 $7.09K - $8.59K
14.3K $5.09B
GVI
Ishares Tr

ETFs
13
+ 0.01%
$104.82 - $106.79 $1.36K - $1.39K
92.8K $9.91B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
305
+ 0.26%
$96.84 - $99.46 $29.5K - $30.3K
117K $11.6B
ABT
Abbott Laboratories

Healthcare
347
+ 15.63%
$123.95 - $138.08 $43K - $47.9K
2.57K $349M
IYC
Ishares U.S. Consumer Discreti

ETFs
248
+ 9.77%
$79.19 - $99.64 $19.6K - $24.7K
2.79K $278M
IXP
Ishares Global Comm Services E

ETFs
112
+ 4.71%
$88.17 - $112.32 $9.88K - $12.6K
2.49K $280M
IYF
Ishares Tr

ETFs
211
+ 10.47%
$99.23 - $120.99 $20.9K - $25.5K
2.23K $269M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
13
+ 0.39%
$63.06 - $78.98 $820 - $1.03K
3.38K $267M
HD
Home Depot, Inc.

Consumer Cyclical
88
+ 1.02%
$335.24 - $380.78 $29.5K - $33.5K
8.72K $3.2B
VZ
Verizon Communications Inc

Communication Services
2.29K
+ 6.7%
$41.67 - $45.62 $95.5K - $105K
36.5K $1.58B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
174
+ 0.21%
$82.21 - $83.12 $14.3K - $14.5K
84.5K $7B
WM
Waste Management Inc

Industrials
91
+ 4.92%
$216.47 - $242.1 $19.7K - $22K
1.94K $444M
NWBI
Northwest Bancshares, Inc.

Financial Services
189
+ 1.58%
$10.9 - $12.84 $2.06K - $2.43K
12.1K $155M
GRMN
Garmin LTD

Technology
115
+ 7.63%
$173.63 - $218.07 $20K - $25.1K
1.62K $339M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
47
+ 0.89%
$51.68 - $52.76 $2.43K - $2.48K
5.31K $280M
HDV
Ishares Core High Dividend ETF

ETFs
1K
+ 3.49%
$108.41 - $120.51 $109K - $121K
29.8K $3.49B
PSX
Phillips 66

Energy
476
+ 3.11%
$92.87 - $125.73 $44.2K - $59.8K
15.8K $1.88B
IRT
Independence Realty Trust, Inc.

Real Estate
3.16K
+ 17.34%
$17.41 - $21.38 $54.9K - $67.5K
21.4K $378M
FREL
Fidelity Covington Tr Msci Rea

ETFs
844
+ 0.74%
$24.18 - $27.61 $20.4K - $23.3K
116K $3.12B
KO
Coca Cola CO

Consumer Defensive
199
+ 0.38%
$68.37 - $73.9 $13.6K - $14.7K
52.5K $3.72B
PG
Procter & Gamble CO

Consumer Defensive
466
+ 4.77%
$157.66 - $172.39 $73.5K - $80.3K
10.2K $1.63B
CHE
Chemed Corp

Healthcare
17
+ 3.28%
$486.93 - $619.21 $8.28K - $10.5K
536 $261M
MCD
Mcdonalds Corp

Consumer Cyclical
416
+ 4.56%
$285.55 - $321.23 $119K - $134K
9.54K $2.79B
MRK
Merck & Co., Inc.

Healthcare
1.17K
+ 6.84%
$73.47 - $87.12 $85.8K - $102K
18.2K $1.44B
AMGN
Amgen Inc

Healthcare
348
+ 3.87%
$262.28 - $309.85 $91.3K - $108K
9.34K $2.61B
CVX
Chevron Corp

Energy
864
+ 3.52%
$133.73 - $168.51 $116K - $146K
25.4K $3.64B
Activity Summary
Buys All Purchases 100 New Holdings 13 Increased Positions 87 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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