Independent Solutions Wealth Management, LLC Reduced Holdings in Q1 2025

Independent Solutions Wealth Management, LLC

  • $447 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TTD
Trade Desk, Inc.

Technology
-138
- 0.21%
$53.59 - $126.58 $7.4K - $17.5K
66.5K $3.64B
AVGO
Broadcom Inc.

Technology
-894
- 1.75%
$167.43 - $244.7 $150K - $219K
50.2K $8.41B
AAPL
Apple Inc.

Technology
-1.35K
- 2.1%
$209.68 - $247.1 $283K - $334K
63K $14B
GS
Goldman Sachs Group Inc

Financial Services
-2.09K
- 66.69%
$524.81 - $672.19 $1.1M - $1.4M
1.04K $570M
DELL
Dell Technologies Inc.

Technology
-9.31K
- 62.91%
$90.34 - $124.66 $841K - $1.16M
5.49K $500M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-6.22K
- 46.39%
$161.03 - $235.53 $1M - $1.46M
7.19K $1.19B
MSFT
Microsoft Corp

Technology
-167
- 0.73%
$375.39 - $447.2 $62.7K - $74.7K
22.8K $8.57B
AMZN
Amazon Com Inc

Consumer Cyclical
-467
- 1.45%
$190.26 - $242.06 $88.9K - $113K
31.8K $6.05B
APP
App Lovin Corp

Technology
-189
- 1.55%
$238.08 - $510.13 $45K - $96.4K
12K $3.17B
DDS
Dillard'S, Inc.

Consumer Cyclical
-1.6K
- 66.67%
$353.25 - $508.77 $565K - $814K
800 $287M
GOOGL
Alphabet Inc.

Communication Services
-146
- 1.08%
$154.33 - $206.19 $22.5K - $30.1K
13.4K $2.07B
BAC
Bank Of America Corp

Financial Services
-7.32K
- 10.42%
$39.61 - $47.74 $290K - $349K
62.9K $2.63B
IVV
Ishares Core S&P 500 ETF

ETFs
-251
- 2.34%
$554.06 - $615.85 $139K - $155K
10.5K $5.86B
GOOG
Alphabet Inc.

Communication Services
-355
- 3.2%
$156.06 - $207.71 $55.4K - $73.7K
10.7K $1.68B
ADBE
Adobe Inc.

Technology
-480
- 12.87%
$377.84 - $464.11 $181K - $223K
3.25K $1.25B
LAMR
Lamar Advertising CO

Real Estate
-1.14K
- 3.57%
$110.65 - $132.9 $126K - $151K
30.8K $3.5B
MRVL
Marvell Technology, Inc.

Technology
-359
- 5.05%
$61.57 - $126.06 $22.1K - $45.3K
6.75K $416M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-74
- 0.14%
$120.29 - $134.6 $8.9K - $9.96K
53K $6.46B
STZ
Constellation Brands, Inc.

Consumer Defensive
-861
- 22.31%
$161.05 - $222.93 $139K - $192K
3K $550M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-254
- 6.06%
$360.07 - $417.26 $91.5K - $106K
3.94K $1.41B
HD
Home Depot, Inc.

Consumer Cyclical
-68
- 0.78%
$347.25 - $424.87 $23.6K - $28.9K
8.63K $3.16B
PNC
Pnc Financial Services Group, Inc.

Financial Services
-511
- 7.21%
$168.84 - $202.89 $86.3K - $104K
6.58K $1.16B
RY
Royal Bank Of Canada

Financial Services
-964
- 9.04%
$108.81 - $123.4 $105K - $119K
9.7K $1.09B
IVE
Ishares S&P 500 Value ETF

ETFs
-864
- 1.11%
$185.78 - $198.58 $161K - $172K
77K $14.7B
CRM
Salesforce, Inc.

Technology
-142
- 6.93%
$268.36 - $359.95 $38.1K - $51.1K
1.91K $512M
CMI
Cummins Inc

Industrials
-148
- 4.49%
$312.92 - $386.07 $46.3K - $57.1K
3.15K $987M
PANW
Palo Alto Networks Inc

Technology
-48
- 0.42%
$167.82 - $208.28 $8.06K - $10K
11.3K $1.92B
F
Ford Motor CO

Consumer Cyclical
-12.8K
- 22.7%
$9.12 - $10.43 $117K - $134K
43.8K $439M
TXN
Texas Instruments Inc

Technology
-82
- 0.68%
N/A
11.9K $2.15B
WMT
Walmart Inc.

Consumer Defensive
-742
- 3.84%
$84.5 - $105.05 $62.7K - $77.9K
18.6K $1.65B
JPM
Jpmorgan Chase & CO

Financial Services
-524
- 5.89%
$225.19 - $279.95 $118K - $147K
8.37K $2.05B
PFE
Pfizer Inc

Healthcare
-1.56K
- 7.41%
$25.01 - $27.13 $38.9K - $42.2K
19.4K $498M
MA
Mastercard Inc

Financial Services
-245
- 6.9%
$504.67 - $576.31 $124K - $141K
3.31K $1.81B
Bank America Corp
-50
- 15.63%
N/A
270 $333M
FDX
Fedex Corp

Industrials
-75
- 7.36%
$230.33 - $281.53 $17.3K - $21.1K
944 $230M
PG
Procter & Gamble CO

Consumer Defensive
-487
- 4.75%
$158.56 - $176.26 $77.2K - $85.8K
9.77K $1.66B
VIRT
Virtu Financial, Inc.

Financial Services
-2.8K
- 11.67%
$34.19 - $40.96 $95.7K - $115K
21.2K $808M
INTC
Intel Corp

Technology
-4.2K
- 25.69%
$19.1 - $27.39 $80.3K - $115K
12.2K $282M
AXP
American Express CO

Financial Services
-20
- 1.44%
$255.39 - $325.87 $5.11K - $6.52K
1.37K $369M
DIS
Walt Disney CO

Communication Services
-27
- 0.96%
$96.87 - $114.0 $2.62K - $3.08K
2.78K $275M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-34
- 4.98%
$497.6 - $606.74 $16.9K - $20.6K
649 $323M
Canadian Pacific Kansas City
-101
- 0.93%
N/A
10.7K $755M
BDX
Becton Dickinson & CO

Healthcare
-125
- 8.12%
$222.79 - $249.08 $27.8K - $31.1K
1.41K $324M
DFS
Discover Financial Services

Financial Services
-76
- 3.38%
$152.99 - $203.25 $11.6K - $15.4K
2.17K $371M
UNH
Unitedhealth Group Inc

Healthcare
-105
- 5.12%
$461.52 - $548.18 $48.5K - $57.6K
1.94K $1.02B
EGHT
8 X8 Inc

Technology
-378
- 1.81%
$1.99 - $3.47 $752 - $1.31K
20.5K $40.9M
APD
Air Products & Chemicals, Inc.

Basic Materials
-93
- 2.58%
$283.24 - $338.07 $26.3K - $31.4K
3.51K $1.03B
UNP
Union Pacific Corp

Industrials
-98
- 5.29%
$225.21 - $254.42 $22.1K - $24.9K
1.75K $414M
MU
Micron Technology Inc

Technology
-178
- 5.81%
$86.89 - $109.38 $15.5K - $19.5K
2.89K $251M
Activity Summary
Buys All Purchases 91 New Holdings 15 Increased Positions 76 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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