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
BIGC
Big Commerce Holdings, Inc.

Technology
Q4 2021 Filed on Dec 19, 2024
12,991
$35.37 - $62.74 $459K - $815K
CDNS
Cadence Design Systems Inc

Technology
Q2 2021 Filed on Dec 19, 2024
1,727
$121.14 - $147.59 $209K - $255K
Fireeye Inc
Q2 2021 Filed on Dec 19, 2024
10,237
N/A
JJSF
J&J Snack Foods Corp

Consumer Defensive
Q4 2021 Filed on Dec 19, 2024
1,509
$135.04 - $158.63 $204K - $239K
JD
Jd.Com, Inc.

Consumer Cyclical
Q2 2021 Filed on Dec 19, 2024
2,799
$67.03 - $84.31 $188K - $236K
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Dec 19, 2024
1,328
N/A
LUMN
Lumen Technologies, Inc.

Communication Services
Q2 2021 Filed on Dec 19, 2024
18,143
$12.64 - $15.28 $229K - $277K
MDT
Medtronic PLC

Healthcare
Q4 2021 Filed on Dec 19, 2024
5,665
$99.53 - $127.75 $564K - $724K
XLK
Technology Sector Spdr

ETFs
Q2 2021 Filed on Dec 19, 2024
1,599
$131.31 - $147.82 $210K - $236K
COP
Conocophillips

Energy
Q1 2023 Filed on Dec 19, 2024
1,874
$94.39 - $124.65 $177K - $234K
CEG
Constellation Energy Corp

Utilities
Q1 2023 Filed on Dec 19, 2024
2,949
$73.4 - $86.81 $216K - $256K
CLR
Continental Resources, Inc

Energy
Q4 2022 Filed on Dec 19, 2024
4,053
$0.0 - $74.27 $0 - $301K
PARA
Paramount Global

Communication Services
Q3 2022 Filed on Dec 19, 2024
8,451
$18.95 - $42.41 $160K - $358K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q3 2023 Filed on Dec 19, 2024
10,562
$21.45 - $27.62 $227K - $292K
PLD
Prologis, Inc.

Real Estate
Q3 2022 Filed on Dec 19, 2024
1,986
$57.93 - $132.78 $115K - $264K
O
Realty Income Corp

Real Estate
Q2 2023 Filed on Dec 19, 2024
3,866
$58.44 - $62.95 $226K - $243K
XLE
Energy Sector Spdr

ETFs
Q3 2023 Filed on Dec 19, 2024
2,802
$79.09 - $93.36 $222K - $262K
XLF
Financial Sector Spdr

ETFs
Q2 2022 Filed on Dec 19, 2024
7,395
$30.84 - $38.22 $228K - $283K
SCI
Service Corp International

Consumer Cyclical
Q3 2022 Filed on Dec 19, 2024
4,338
$57.15 - $75.01 $248K - $325K
SHW
Sherwin Williams CO

Basic Materials
Q2 2022 Filed on Dec 19, 2024
1,176
$218.95 - $282.53 $257K - $332K
SNN
Smith & Nephew PLC

Healthcare
Q2 2022 Filed on Dec 19, 2024
7,244
$27.53 - $33.71 $199K - $244K
LUV
Southwest Airlines CO

Industrials
Q3 2023 Filed on Dec 19, 2024
10,150
$26.56 - $39.18 $270K - $398K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
Q3 2023 Filed on Dec 19, 2024
7,157
$66.72 - $71.82 $478K - $514K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
Q3 2023 Filed on Dec 19, 2024
8,726
$52.22 - $56.31 $456K - $491K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q3 2023 Filed on Dec 19, 2024
11,537
$24.28 - $25.47 $280K - $294K
SPMD
Spdr Portfolio

ETFs
Q3 2023 Filed on Dec 19, 2024
12,180
$43.23 - $47.8 $527K - $582K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q3 2023 Filed on Dec 19, 2024
6,635
$36.35 - $41.02 $241K - $272K
PACW
Pacwest Bancorp

Financial Services
Q2 2022 Filed on Dec 19, 2024
5,113
$25.9 - $42.57 $132K - $218K
NAVI
Navient Corp

Financial Services
Q2 2022 Filed on Dec 19, 2024
11,470
$12.63 - $17.65 $145K - $202K
CMRE
Costamare Inc.

Industrials
Q3 2022 Filed on Dec 19, 2024
11,807
$8.93 - $25.74 $105K - $304K
CUZ
Cousins Properties Inc

Real Estate
Q2 2022 Filed on Dec 19, 2024
5,519
$28.78 - $40.83 $159K - $225K
CVS
Cvs Health Corp

Healthcare
Q2 2023 Filed on Dec 19, 2024
3,335
$66.65 - $77.75 $222K - $259K
DHR
Danaher Corp

Healthcare
Q2 2022 Filed on Dec 19, 2024
779
$237.11 - $299.66 $185K - $233K
DOCU
Docusign, Inc.

Technology
Q2 2022 Filed on Dec 19, 2024
2,652
$56.81 - $112.28 $151K - $298K
DRE
Duke Realty Corp

Real Estate
Q2 2022 Filed on Dec 19, 2024
3,507
$47.71 - $61.53 $167K - $216K
EOG
Eog Resources Inc

Energy
Q2 2023 Filed on Dec 19, 2024
1,969
$106.82 - $122.31 $210K - $241K
GNRC
Generac Holdings Inc.

Industrials
Q4 2022 Filed on Dec 19, 2024
1,221
$89.79 - $185.31 $110K - $226K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2023 Filed on Dec 19, 2024
12,350
$10.99 - $12.77 $136K - $158K
INVH
Invitation Homes Inc.

Real Estate
Q4 2022 Filed on Dec 19, 2024
15,008
$29.1 - $35.04 $437K - $526K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q2 2023 Filed on Dec 19, 2024
8,161
$29.33 - $31.46 $239K - $257K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q2 2022 Filed on Dec 19, 2024
4,815
$113.44 - $123.09 $546K - $593K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q3 2023 Filed on Dec 19, 2024
14,073
$21.99 - $23.01 $309K - $324K
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
Q4 2022 Filed on Dec 19, 2024
6,554
$53.73 - $58.49 $352K - $383K
KLIC
Kulicke & Soffa Industries Inc

Technology
Q2 2022 Filed on Dec 19, 2024
5,303
$42.58 - $55.5 $226K - $294K
MSI
Motorola Solutions, Inc.

Technology
Q2 2022 Filed on Dec 19, 2024
1,758
$197.0 - $241.29 $346K - $424K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q1 2023 Filed on Dec 19, 2024
7,558
$29.2 - $29.7 $221K - $224K
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