Independent Solutions Wealth Management, LLC Reduced Holdings in Q3 2025

Independent Solutions Wealth Management, LLC

  • $563 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TTD
Trade Desk, Inc.

Technology
-41.7K
- 60.31%
$43.93 - $89.76 $1.83M - $3.74M
27.5K $1.35B
HON
Honeywell International Inc

Industrials
-4.91K
- 60.27%
$207.7 - $240.4 $1.02M - $1.18M
3.24K $681M
IBM
International Business Machines Corp

Technology
-836
- 7.71%
$234.77 - $292.47 $196K - $245K
10K $2.82B
VIRT
Virtu Financial, Inc.

Financial Services
-275
- 1.33%
$34.87 - $45.12 $9.59K - $12.4K
20.3K $722M
CRWD
Crowd Strike Holdings, Inc.

Technology
-37
- 0.44%
$412.46 - $514.1 $15.3K - $19K
8.41K $4.13B
Super Micro Computer Inc
-2.03K
- 22.18%
N/A
7.11K $341M
STZ
Constellation Brands, Inc.

Consumer Defensive
-164
- 5.56%
$131.78 - $176.09 $21.6K - $28.9K
2.79K $375M
NOW
Service Now, Inc.

Technology
-68
- 19.83%
$850.86 - $1044.69 $57.9K - $71K
275 $253M
IRT
Independence Realty Trust, Inc.

Real Estate
-3.16K
- 14.78%
$16.35 - $18.11 $51.6K - $57.1K
18.2K $298M
SCHO
Schwab Short Term Us Treasury

ETFs
-3.39K
- 1.69%
$24.23 - $24.42 $82.1K - $82.7K
198K $4.82B
CCI
Crown Castle International Corp

Real Estate
-150
- 2.4%
$92.96 - $113.91 $13.9K - $17.1K
6.1K $588M
APD
Air Products & Chemicals, Inc.

Basic Materials
-40
- 1.16%
$265.78 - $299.3 $10.6K - $12K
3.42K $931M
DIS
Walt Disney CO

Communication Services
-200
- 9.51%
$112.25 - $124.0 $22.5K - $24.8K
1.9K $218M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-2.48K
- 1.11%
$24.69 - $25.26 $61.2K - $62.6K
221K $5.56B
TTE
Total Energies Se

Energy
-317
- 2.94%
N/A
10.5K $625M
PFE
Pfizer Inc

Healthcare
-1.79K
- 10.62%
$23.29 - $25.88 $41.7K - $46.4K
15.1K $384M
GILD
Gilead Sciences, Inc.

Healthcare
-155
- 1.67%
$108.22 - $120.47 $16.8K - $18.7K
9.13K $1.01B
T
At&T Inc.

Communication Services
-23
- 0.18%
$26.94 - $29.62 $620 - $681
13K $367M
LAMR
Lamar Advertising CO

Real Estate
-322
- 1.04%
$114.98 - $128.82 $37K - $41.5K
30.5K $3.74B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-47
- 0.89%
$52.39 - $53.11 $2.46K - $2.5K
5.26K $279M
TROW
Price T Rowe Group Inc

Financial Services
-132
- 6.13%
$98.67 - $111.52 $13K - $14.7K
2.02K $208M
EGHT
8 X8 Inc

Technology
-1.17K
- 5.91%
$1.75 - $2.31 $2.04K - $2.69K
18.6K $39.3M
SPYG
Spdr Portfolio

ETFs
-126
- 5.63%
$94.33 - $105.31 $11.9K - $13.3K
2.11K $221M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.14K
- 0.76%
$22.9 - $23.58 $49.1K - $50.5K
279K $6.56B
DVN
Devon Energy Corp

Energy
-346
- 4.0%
$31.75 - $36.99 $11K - $12.8K
8.3K $291M
GRMN
Garmin LTD

Technology
-85
- 5.24%
$211.13 - $246.22 $17.9K - $20.9K
1.54K $378M
CMC
Commercial Metals CO

Basic Materials
-350
- 4.52%
$50.28 - $59.79 $17.6K - $20.9K
7.39K $423M
LHX
L3 Harris Technologies, Inc.

Industrials
-85
- 5.98%
$252.18 - $305.41 $21.4K - $26K
1.34K $408M
DELL
Dell Technologies Inc.

Technology
-149
- 3.34%
$120.96 - $141.77 $18K - $21.1K
4.31K $611M
MU
Micron Technology Inc

Technology
-73
- 2.9%
$104.88 - $168.89 $7.66K - $12.3K
2.45K $409M
NFG
National Fuel Gas CO

Energy
-74
- 0.5%
$82.19 - $93.72 $6.08K - $6.94K
14.8K $1.37B
INTC
Intel Corp

Technology
-295
- 2.62%
$19.31 - $35.5 $5.7K - $10.5K
11K $368M
SNA
Snap On Inc

Industrials
-50
- 1.35%
$313.01 - $346.53 $15.7K - $17.3K
3.64K $1.26B
RY
Royal Bank Of Canada

Financial Services
-103
- 1.08%
$128.46 - $148.6 $13.2K - $15.3K
9.46K $1.39B
PSX
Phillips 66

Energy
-639
- 4.04%
$118.37 - $139.46 $75.6K - $89.1K
15.2K $2.06B
CMI
Cummins Inc

Industrials
-135
- 4.35%
$327.85 - $426.39 $44.3K - $57.6K
2.97K $1.25B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-169
- 0.08%
$21.69 - $23.34 $3.67K - $3.94K
206K $4.81B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-437
- 0.31%
$62.09 - $66.51 $27.1K - $29.1K
141K $9.23B
IVV
Ishares Core S&P 500 ETF

ETFs
-94
- 1.05%
$620.67 - $670.08 $58.3K - $63K
8.86K $5.93B
IEFA
Ishares Tr

ETFs
-904
- 0.72%
$81.7 - $87.53 $73.9K - $79.1K
125K $10.9B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-395
- 0.83%
$108.46 - $120.63 $42.8K - $47.6K
47.4K $5.63B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-698
- 1.32%
$135.0 - $146.02 $94.2K - $102K
52.4K $7.63B
VLO
Valero Energy Corp

Energy
-6
- 0.05%
$131.77 - $175.63 $791 - $1.05K
13.2K $2.25B
GOOG
Alphabet Inc.

Communication Services
-123
- 0.89%
$175.16 - $255.24 $21.5K - $31.4K
13.7K $3.34B
SHOP
Shopify Inc.

Technology
-532
- 1.36%
$112.11 - $157.12 $59.6K - $83.6K
38.6K $5.73B
HOOD
Robinhood Markets, Inc.

Technology
-2.33K
- 4.31%
$91.27 - $143.18 $212K - $333K
51.6K $7.39B
PLTR
Palantir Technologies Inc.

Technology
-9.37K
- 9.61%
$130.68 - $186.97 $1.22M - $1.75M
88.1K $16.1B
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
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