Independent Solutions Wealth Management, LLC Closed Holding Positions

Independent Solutions Wealth Management, LLC

  • $442 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SAVE
Spirit Airlines, Inc.

Industrials
Q3 2022 Filed on Dec 19, 2024
9,313
$18.82 - $25.66 $175K - $239K
IDV
Ishares Tr

ETFs
Q3 2022 Filed on Dec 19, 2024
11,610
$22.53 - $28.47 $262K - $331K
KMI
Kinder Morgan, Inc.

Energy
Q3 2023 Filed on Dec 19, 2024
13,965
$16.47 - $18.11 $230K - $253K
PKG
Packaging Corp Of America

Consumer Cyclical
Q1 2023 Filed on Dec 19, 2024
1,595
$127.32 - $145.09 $203K - $231K
PAYX
Paychex Inc

Industrials
Q2 2023 Filed on Dec 19, 2024
1,996
$104.93 - $113.59 $209K - $227K
PLAB
Photronics Inc

Technology
Q3 2022 Filed on Dec 19, 2024
10,545
$14.23 - $25.78 $150K - $272K
PSA
Public Storage

Real Estate
Q3 2022 Filed on Dec 19, 2024
923
$18.47 - $344.52 $17K - $318K
SIMO
Silicon Motion Technology Corp

Technology
Q3 2022 Filed on Dec 19, 2024
3,998
$65.19 - $87.47 $261K - $350K
SU
Suncor Energy Inc

Energy
Q4 2022 Filed on Dec 19, 2024
9,390
$29.59 - $37.02 $278K - $348K
SYY
Sysco Corp

Consumer Defensive
Q2 2023 Filed on Dec 19, 2024
3,649
$69.52 - $78.32 $254K - $286K
UMC
United Microelectronics Corp

Technology
Q4 2022 Filed on Dec 19, 2024
10,207
$5.36 - $7.58 $54.7K - $77.4K
XEL
Xcel Energy Inc

Utilities
Q3 2023 Filed on Dec 19, 2024
4,907
$55.59 - $65.21 $273K - $320K
AES
Aes Corp

Utilities
Q3 2023 Filed on Dec 19, 2024
15,180
$14.88 - $22.49 $226K - $341K
DTE
Dte Energy CO

Utilities
Q1 2023 Filed on Dec 19, 2024
1,943
$102.66 - $120.71 $199K - $235K
GPC
Genuine Parts CO

Consumer Cyclical
Q2 2023 Filed on Dec 19, 2024
1,644
$148.93 - $173.73 $245K - $286K
HFRO
Highland Income Fund\Ma

Financial Services
Q1 2023 Filed on Dec 19, 2024
27,530
$8.66 - $10.74 $238K - $296K
HPQ
Hp Inc

Technology
Q3 2022 Filed on Dec 19, 2024
7,460
$24.92 - $35.23 $186K - $263K
HPE
Hewlett Packard Enterprise CO

Technology
Q3 2022 Filed on Dec 19, 2024
14,003
$11.98 - $15.17 $168K - $212K
TGT
Target Corp

Consumer Defensive
Q2 2022 Filed on Dec 19, 2024
1,216
$139.3 - $249.32 $169K - $303K
TRP
Tc Energy Corp

Energy
Q3 2022 Filed on Dec 19, 2024
4,129
$40.29 - $55.07 $166K - $227K
TMUS
T Mobile Us, Inc.

Communication Services
Q3 2023 Filed on Dec 19, 2024
2,532
$133.32 - $143.12 $338K - $362K
UPST
Upstart Holdings, Inc.

Financial Services
Q2 2022 Filed on Dec 19, 2024
5,498
$28.0 - $113.85 $154K - $626K
DOX
Amdocs LTD

Technology
Q3 2023 Filed on Dec 19, 2024
4,809
$84.49 - $98.68 $406K - $475K
AEE
Ameren Corp

Utilities
Q1 2023 Filed on Dec 19, 2024
2,691
$80.61 - $90.61 $217K - $244K
AEP
American Electric Power CO Inc

Utilities
Q2 2023 Filed on Dec 19, 2024
6,505
$81.62 - $94.89 $531K - $617K
AIG
American International Group, Inc.

Financial Services
Q1 2023 Filed on Dec 19, 2024
3,908
$47.16 - $64.56 $184K - $252K
BOX
Box Inc

Technology
Q1 2023 Filed on Dec 19, 2024
10,798
$25.27 - $34.68 $273K - $374K
D
Dominion Energy, Inc

Utilities
Q3 2022 Filed on Dec 19, 2024
2,996
$69.11 - $85.65 $207K - $257K
DUK
Duke Energy Corp

Utilities
Q3 2022 Filed on Dec 19, 2024
2,208
$24.9 - $110.88 $55K - $245K
ETR
Entergy Corp

Utilities
Q2 2023 Filed on Dec 19, 2024
2,602
$95.73 - $111.01 $249K - $289K
RE
Everest Re Group LTD

Financial Services
Q1 2023 Filed on Dec 19, 2024
816
$333.43 - $390.84 $272K - $319K
FTNT
Fortinet, Inc.

Technology
Q3 2023 Filed on Dec 19, 2024
3,878
$56.77 - $80.28 $220K - $311K
GD
General Dynamics Corp

Industrials
Q2 2023 Filed on Dec 19, 2024
1,662
$204.18 - $232.36 $339K - $386K
THG
Hanover Insurance Group, Inc.

Financial Services
Q4 2022 Filed on Dec 19, 2024
2,362
$131.27 - $147.47 $310K - $348K
NTR
Nutrien Ltd.

Basic Materials
Q4 2022 Filed on Dec 19, 2024
2,596
$71.31 - $88.19 $185K - $229K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
Q3 2023 Filed on Dec 19, 2024
1,784
$106.19 - $148.27 $189K - $265K
EZPW
Ezcorp Inc

Financial Services
Q3 2023 Filed on Dec 19, 2024
140,902
$7.76 - $9.42 $1.09M - $1.33M
DDOG
Datadog, Inc.

Technology
Q3 2024 Filed on Dec 19, 2024
11,886
$104.97 - $134.56 $1.25M - $1.6M
DKNG
Draft Kings Inc.

Consumer Cyclical
Q3 2024 Filed on Dec 19, 2024
13,289
$29.85 - $41.1 $397K - $546K
EW
Edwards Lifesciences Corp

Healthcare
Q3 2024 Filed on Dec 19, 2024
2,556
$59.7 - $93.78 $153K - $240K
ETSY
Etsy Inc

Consumer Cyclical
Q2 2024 Filed on Dec 19, 2024
7,781
$57.67 - $69.74 $449K - $543K
JBL
Jabil Inc

Technology
Q2 2024 Filed on Dec 19, 2024
1,960
$107.92 - $140.47 $212K - $275K
OKTA
Okta, Inc.

Technology
Q3 2024 Filed on Dec 19, 2024
2,492
$71.0 - $100.39 $177K - $250K
TROW
Price T Rowe Group Inc

Financial Services
Q2 2024 Filed on Dec 19, 2024
1,772
$108.72 - $120.3 $193K - $213K
PUBM
Pub Matic, Inc.

Technology
Q2 2024 Filed on Dec 19, 2024
8,557
$19.31 - $24.02 $165K - $206K
SJM
J M Smucker CO

Consumer Defensive
Q3 2024 Filed on Dec 19, 2024
2,281
$109.12 - $122.4 $249K - $279K
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q3 2024 Filed on Dec 19, 2024
1,765
$139.03 - $157.34 $245K - $278K
SMCI
Super Micro Computer, Inc.

Technology
Q3 2024 Filed on Dec 19, 2024
2,837
$386.46 - $909.96 $1.1M - $2.58M
UBER
Uber Technologies, Inc

Technology
Q2 2024 Filed on Dec 19, 2024
3,509
$63.52 - $77.16 $223K - $271K
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