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
UPS
United Parcel Service Inc

Industrials
Q3 2024 Filed on Dec 19, 2024
11,707
$123.32 - $147.38 $1.44M - $1.73M
VTV
Vanguard Value ETF

ETFs
Q2 2024 Filed on Dec 19, 2024
1,320
$154.57 - $163.65 $204K - $216K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q2 2024 Filed on Dec 19, 2024
38,297
$12.1 - $19.54 $463K - $748K
AMAT
Applied Materials Inc

Technology
Q3 2024 Filed on Dec 19, 2024
864
$174.88 - $254.97 $151K - $220K
CAT
Caterpillar Inc

Industrials
Q3 2024 Filed on Dec 19, 2024
727
$316.8 - $391.12 $230K - $284K
BA
Boeing CO

Industrials
Q3 2024 Filed on Dec 19, 2024
1,570
$152.04 - $190.6 $239K - $299K
ISRG
Intuitive Surgical Inc

Healthcare
Q3 2023 Filed on Dec 19, 2024
5,248
$284.35 - $354.93 $1.49M - $1.86M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
Q1 2023 Filed on Dec 19, 2024
5,539
$41.83 - $45.62 $232K - $253K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q3 2023 Filed on Dec 19, 2024
6,498
$49.11 - $54.08 $319K - $351K
IXUS
Ishares Tr

ETFs
Q1 2023 Filed on Dec 19, 2024
3,939
$58.3 - $63.56 $230K - $250K
EFV
Msci Eafe Value ETF

ETFs
Q3 2023 Filed on Dec 19, 2024
4,291
$47.71 - $51.06 $205K - $219K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q1 2023 Filed on Dec 19, 2024
2,271
$145.2 - $161.56 $330K - $367K
MGRC
Mcgrath Rentcorp

Industrials
Q1 2023 Filed on Dec 19, 2024
2,178
$90.76 - $107.0 $198K - $233K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
Q1 2023 Filed on Dec 19, 2024
6,587
$35.08 - $38.46 $231K - $253K
GFS
Globalfoundries Inc.

Technology
Q2 2023 Filed on Dec 19, 2024
2,814
$53.72 - $70.71 $151K - $199K
EFG
Msci Eafe Growth ETF

ETFs
Q3 2023 Filed on Dec 19, 2024
2,273
$85.55 - $97.39 $194K - $221K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q2 2023 Filed on Dec 19, 2024
2,842
$403.83 - $551.43 $1.15M - $1.57M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2023 Filed on Dec 19, 2024
12,244
$83.84 - $102.16 $1.03M - $1.25M
ACLS
Axcelis Technologies Inc

Technology
Q3 2023 Filed on Dec 19, 2024
1,216
$154.04 - $200.48 $187K - $244K
KHC
Kraft Heinz CO

Consumer Defensive
Q3 2023 Filed on Dec 19, 2024
8,142
$32.55 - $36.55 $265K - $298K
T
At&T Inc.

Communication Services
Q2 2024 Filed on Dec 19, 2024
11,411
$16.09 - $19.11 $184K - $218K
DMRC
Digimarc Corp

Technology
Q3 2024 Filed on Dec 19, 2024
6,808
$24.15 - $34.48 $164K - $235K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q3 2023 Filed on Dec 19, 2024
6,753
$34.75 - $38.84 $235K - $262K
ED
Consolidated Edison Inc

Utilities
Q3 2020 Filed on Dec 19, 2024
2,958
$69.65 - $77.8 $206K - $230K
EMR
Emerson Electric CO

Industrials
Q4 2021 Filed on Dec 19, 2024
2,954
$86.79 - $100.15 $256K - $296K
GRMN
Garmin LTD

Technology
Q4 2021 Filed on Dec 19, 2024
2,335
$129.31 - $165.15 $302K - $386K
ORAN
Orange

Communication Services
Q3 2021 Filed on Dec 19, 2024
12,259
$10.83 - $11.53 $133K - $141K
VALE
Vale S.A.

Basic Materials
Q3 2021 Filed on Dec 19, 2024
9,576
$13.8 - $22.94 $132K - $220K
ABT
Abbott Laboratories

Healthcare
Q4 2021 Filed on Dec 19, 2024
1,722
$115.53 - $141.46 $199K - $244K
TRV
Travelers Companies, Inc.

Financial Services
Q4 2021 Filed on Dec 19, 2024
1,444
$145.48 - $162.37 $210K - $234K
AFRM
Affirm Holdings, Inc.

Technology
Q2 2022 Filed on Dec 19, 2024
14,758
$14.63 - $47.7 $216K - $704K
ALL
Allstate Corp

Financial Services
Q3 2023 Filed on Dec 19, 2024
2,341
$101.18 - $115.24 $237K - $270K
AYX
Alteryx, Inc.

Technology
Q3 2023 Filed on Dec 19, 2024
4,861
$28.16 - $45.25 $137K - $220K
AMT
American Tower Corp

Real Estate
Q2 2022 Filed on Dec 19, 2024
1,126
$224.72 - $268.62 $253K - $302K
ARES
Ares Management Corp

Financial Services
Q2 2022 Filed on Dec 19, 2024
2,882
$53.71 - $84.38 $155K - $243K
BK
Bank Of New York Mellon Corp

Financial Services
Q2 2022 Filed on Dec 19, 2024
5,262
$40.6 - $49.51 $214K - $261K
BLK
Black Rock Inc.

Financial Services
Q2 2022 Filed on Dec 19, 2024
1,037
$582.26 - $782.23 $604K - $811K
SQ
Block, Inc.

Technology
Q2 2022 Filed on Dec 19, 2024
4,166
$57.51 - $145.19 $240K - $605K
CG
Carlyle Group Inc.

Financial Services
Q2 2022 Filed on Dec 19, 2024
18,524
$31.64 - $49.42 $586K - $915K
COIN
Coinbase Global, Inc.

Technology
Q2 2022 Filed on Dec 19, 2024
1,092
$47.02 - $191.65 $51.3K - $209K
BHP
Bhp Group LTD

Basic Materials
Q4 2021 Filed on Dec 19, 2024
4,502
$46.65 - $53.84 $210K - $242K
ZI
Zoom Info Technologies Inc.

Technology
Q2 2021 Filed on Dec 19, 2024
4,233
$39.71 - $53.85 $168K - $228K
Dunkin Brands Group Inc
Q4 2020 Filed on Dec 19, 2024
7,077
N/A
Raytheon CO
Q2 2020 Filed on Dec 19, 2024
2,391
N/A
VMC
Vulcan Materials CO

Basic Materials
Q3 2020 Filed on Dec 19, 2024
2,522
$115.96 - $135.54 $292K - $342K
ABM
Abm Industries Inc

Industrials
Q2 2021 Filed on Dec 19, 2024
5,480
$44.08 - $53.52 $242K - $293K
AB
Alliancebernstein Holding L.P.

Financial Services
Q2 2021 Filed on Dec 19, 2024
8,001
$39.8 - $46.69 $318K - $374K
APPN
Appian Corp

Technology
Q4 2021 Filed on Dec 19, 2024
9,176
$65.21 - $103.39 $598K - $949K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q3 2021 Filed on Dec 19, 2024
9,360
$105.26 - $152.99 $985K - $1.43M
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