Independent Solutions Wealth Management, LLC Sells in Q4 2024

Independent Solutions Wealth Management, LLC

  • $457 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
-24K
- 23.53%
$189.5 - $206.17 $4.54M - $4.94M
77.9K $14.9B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-33.3K
- 22.52%
$96.64 - $101.23 $3.22M - $3.37M
115K $11.1B
GVI
Ishares Tr

ETFs
-27.6K
- 23.13%
$103.89 - $107.05 $2.87M - $2.95M
91.7K $9.56B
IEFA
Ishares Tr

ETFs
-24.7K
- 16.64%
$70.06 - $77.43 $1.73M - $1.91M
124K $8.69B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-27K
- 24.44%
$81.68 - $82.93 $2.2M - $2.24M
83.4K $6.83B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-31.4K
- 18.37%
$61.68 - $67.87 $1.94M - $2.13M
140K $8.69B
MU
Micron Technology Inc

Technology
-17.9K
- 85.39%
$84.16 - $113.41 $1.51M - $2.03M
3.06K $258M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-15.7K
- 22.82%
$124.26 - $134.12 $1.95M - $2.1M
53K $6.82B
MRK
Merck & Co., Inc.

Healthcare
-13.8K
- 46.11%
$96.31 - $114.76 $1.33M - $1.59M
16.2K $1.61B
ADBE
Adobe Inc.

Technology
-2.83K
- 43.11%
$437.39 - $552.96 $1.24M - $1.56M
3.73K $1.66B
ICSH
Blackrock Ultra Short Term Bon

ETFs
-30.4K
- 84.78%
$50.35 - $50.69 $1.53M - $1.54M
5.46K $275M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-9.16K
- 21.53%
$106.56 - $113.11 $976K - $1.04M
33.4K $3.56B
FREL
Fidelity Covington Tr Msci Rea

ETFs
-32.3K
- 22.22%
$26.61 - $29.85 $859K - $964K
113K $3.05B
MMM
3 M CO

Industrials
-7.37K
- 81.63%
$124.74 - $137.12 $920K - $1.01M
1.66K $214M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-7.45K
- 14.1%
$113.92 - $127.38 $849K - $949K
45.4K $5.23B
HDV
Ishares Core High Dividend ETF

ETFs
-4.24K
- 12.54%
$110.82 - $121.28 $470K - $515K
29.6K $3.32B
KO
Coca Cola CO

Consumer Defensive
-2.01K
- 3.79%
$61.74 - $71.71 $124K - $144K
50.9K $3.17B
IVW
Ishares S&P 500 Growth ETF

ETFs
-16.4K
- 9.02%
$94.43 - $105.47 $1.55M - $1.73M
166K $16.8B
SCCO
Southern Copper Corp

Basic Materials
-424
- 1.86%
$91.13 - $117.95 $38.6K - $50K
22.3K $2.04B
LAMR
Lamar Advertising CO

Real Estate
-398
- 1.23%
$121.37 - $138.11 $48.3K - $55K
31.9K $3.88B
MSFT
Microsoft Corp

Technology
-522
- 2.22%
$406.35 - $454.46 $212K - $237K
23K $9.7B
XOM
Exxon Mobil Corp

Energy
-370
- 0.95%
$105.51 - $125.37 $39K - $46.4K
38.7K $4.16B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-9.8K
- 11.94%
$20.55 - $23.26 $201K - $228K
72.3K $1.52B
DOW
Dow Inc.

Basic Materials
-1.9K
- 9.28%
$39.1 - $55.34 $74.4K - $105K
18.6K $747M
ABBV
Abb Vie Inc.

Healthcare
-270
- 1.97%
$164.99 - $203.87 $44.5K - $55K
13.4K $2.39B
TXN
Texas Instruments Inc

Technology
-417
- 3.35%
N/A
12K $2.25B
PSX
Phillips 66

Energy
-162
- 1.05%
$110.35 - $138.93 $17.9K - $22.5K
15.2K $1.73B
MOD
Modine Manufacturing CO

Consumer Cyclical
-43
- 0.28%
$109.77 - $143.22 $4.72K - $6.16K
15.2K $1.76B
DVN
Devon Energy Corp

Energy
-4.1K
- 29.75%
$30.52 - $42.96 $125K - $176K
9.68K $317M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-10.6K
- 9.08%
$20.6 - $20.71 $218K - $220K
106K $2.19B
DELL
Dell Technologies Inc.

Technology
-1.32K
- 8.18%
$111.96 - $144.21 $147K - $190K
14.8K $1.7B
UNH
Unitedhealth Group Inc

Healthcare
-18
- 0.87%
$485.52 - $625.25 $8.74K - $11.3K
2.05K $1.04B
STZ
Constellation Brands, Inc.

Consumer Defensive
-6
- 0.16%
$219.66 - $257.62 $1.32K - $1.55K
3.86K $853M
RTX
Raytheon Technologies Corp

Industrials
-577
- 4.35%
$114.45 - $127.21 $66K - $73.4K
12.7K $1.47B
INTC
Intel Corp

Technology
-2.54K
- 13.44%
$19.07 - $26.23 $48.4K - $66.6K
16.4K $328M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-74
- 9.78%
$501.29 - $612.85 $37.1K - $45.4K
683 $355M
AMD
Advanced Micro Devices Inc

Technology
-161
- 7.91%
$118.88 - $172.8 $19.1K - $27.8K
1.88K $226M
BDX
Becton Dickinson & CO

Healthcare
-241
- 13.54%
$220.02 - $243.75 $53K - $58.7K
1.54K $349M
PEP
Pepsico Inc

Consumer Defensive
-119
- 3.54%
$151.29 - $176.1 $18K - $21K
3.24K $493M
MLM
Martin Marietta Materials Inc

Basic Materials
-118
- 19.54%
$516.5 - $619.58 $60.9K - $73.1K
486 $251M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.14K
- 17.74%
$51.54 - $52.55 $58.5K - $59.6K
5.26K $272M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-185
- 5.23%
$59.25 - $72.99 $11K - $13.5K
3.35K $200M
RY
Royal Bank Of Canada

Financial Services
-60
- 0.56%
$119.72 - $128.02 $7.18K - $7.68K
10.7K $1.28B
UNP
Union Pacific Corp

Industrials
-71
- 3.69%
$223.15 - $249.32 $15.8K - $17.7K
1.85K $422M
CHE
Chemed Corp

Healthcare
-17
- 3.17%
$517.44 - $613.19 $8.8K - $10.4K
519 $275M
F
Ford Motor CO

Consumer Cyclical
-454
- 0.8%
$9.69 - $11.4 $4.4K - $5.18K
56.6K $560M
INTU
Intuit Inc

Technology
-120
- 2.58%
$602.01 - $706.25 $72.2K - $84.8K
4.52K $2.84B
WM
Waste Management Inc

Industrials
-96
- 4.92%
$201.79 - $228.46 $19.4K - $21.9K
1.86K $375M
Bank America Corp
-10
- 3.03%
N/A
320 $390M
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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