Independent Solutions Wealth Management, LLC Reduced Holdings in Q4 2024

Independent Solutions Wealth Management, LLC

  • $457 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NSC
Norfolk Southern Corp

Industrials
-28
- 3.03%
$230.6 - $277.0 $6.46K - $7.76K
895 $210M
IBM
International Business Machines Corp

Technology
-24
- 0.25%
$204.9 - $238.04 $4.92K - $5.71K
9.54K $2.1B
CRMT
Americas Carmart Inc

Consumer Cyclical
-1.5K
- 23.08%
$38.21 - $57.46 $57.3K - $86.2K
5K $256M
TSN
Tyson Foods, Inc.

Consumer Defensive
-60
- 1.25%
$57.14 - $64.54 $3.43K - $3.87K
4.75K $273M
GLD
Spdr Gold Trust

ETFs
-6
- 0.48%
$236.59 - $257.5 $1.42K - $1.55K
1.24K $301M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3
- 0.59%
$567.81 - $607.81 $1.7K - $1.82K
504 $295M
FDX
Fedex Corp

Industrials
-7
- 0.68%
$260.5 - $305.15 $1.82K - $2.14K
1.02K $287M
DIS
Walt Disney CO

Communication Services
-370
- 11.63%
$92.39 - $117.6 $34.2K - $43.5K
2.81K $313M
AXP
American Express CO

Financial Services
-11
- 0.78%
$267.35 - $305.57 $2.94K - $3.36K
1.39K $413M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 2.0%
$4100.99 - $5300.34 $4.1K - $5.3K
49 $243M
DFS
Discover Financial Services

Financial Services
-14
- 0.62%
$136.3 - $182.67 $1.91K - $2.56K
2.25K $389M
VIRT
Virtu Financial, Inc.

Financial Services
-1.6K
- 6.25%
$30.43 - $37.95 $48.7K - $60.7K
24K $856M
ZS
Zscaler, Inc.

Technology
-98
- 0.82%
$166.99 - $211.99 $16.4K - $20.8K
11.8K $2.13B
NET
Cloudflare, Inc.

Technology
-15
- 0.41%
$78.11 - $117.56 $1.17K - $1.76K
3.68K $396M
CRM
Salesforce, Inc.

Technology
-90
- 4.21%
$270.87 - $367.87 $24.4K - $33.1K
2.05K $685M
GS
Goldman Sachs Group Inc

Financial Services
-171
- 5.17%
$486.1 - $608.57 $83.1K - $104K
3.13K $1.79B
WMT
Walmart Inc.

Consumer Defensive
-12
- 0.06%
$79.1 - $95.7 $949 - $1.15K
19.3K $1.75B
CRWD
Crowd Strike Holdings, Inc.

Technology
-28
- 0.84%
$275.15 - $388.2 $7.7K - $10.9K
3.31K $1.13B
MRVL
Marvell Technology, Inc.

Technology
-36
- 0.5%
$70.31 - $124.78 $2.53K - $4.49K
7.11K $785M
TSLA
Tesla, Inc.

Consumer Cyclical
-8
- 0.4%
$213.65 - $479.86 $1.71K - $3.84K
1.98K $799M
NFLX
Netflix Inc

Communication Services
-30
- 1.41%
$687.65 - $936.56 $20.6K - $28.1K
2.1K $1.87B
NOW
Service Now, Inc.

Technology
-5
- 0.2%
$867.18 - $1148.42 $4.34K - $5.74K
2.49K $2.64B
COST
Costco Wholesale Corp

Consumer Defensive
-140
- 0.67%
$873.59 - $994.69 $122K - $139K
20.7K $18.9B
AMZN
Amazon Com Inc

Consumer Cyclical
-781
- 2.36%
$180.88 - $232.93 $141K - $182K
32.2K $7.07B
AAPL
Apple Inc.

Technology
-830
- 1.27%
$221.69 - $259.02 $184K - $215K
64.3K $16.1B
NVDA
Nvidia Corp

Technology
-652
- 0.62%
$117.0 - $148.88 $76.3K - $97.1K
105K $14.1B
PLTR
Palantir Technologies Inc.

Technology
-3.52K
- 3.08%
$36.46 - $82.38 $128K - $290K
111K $8.39B
Activity Summary
Buys All Purchases 75 New Holdings 16 Increased Positions 59 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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