Independent Solutions Wealth Management, LLC Portfolio Holdings

Independent Solutions Wealth Management, LLC

  • $442 Billion
  • Q3 2024

Independent Solutions Wealth Management, LLC has filed its 13F form on December 19, 2024 for Q3 2024 where it was disclosed a total value porftolio of $442 Billion distributed in 164 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Value ETF with a value of $20.1B, Costco Wholesale Corp with a value of $18.5B, Ishares S&P 500 Growth ETF with a value of $17.4B, Apple Inc. with a value of $15.2B, and Ishares Core U.S. Aggregate Bo with a value of $15B.

Examining the 13F form we can see an increase of $5.92B in the current position value, from $436B to 442B. Also it can be appreciated an additional of 8 stocks purchases and 12 closed positions.

Independent Solutions Wealth Management, LLC is based out at Williamsville, NY

Below you can find more details about Independent Solutions Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $442 Billion
ETFs: $192 Billion
Technology: $97.8 Billion
Consumer Defensive: $33.1 Billion
Consumer Cyclical: $22.7 Billion
Financial Services: $20.2 Billion
Healthcare: $18.5 Billion
Energy: $14.9 Billion
Industrials: $12.9 Billion
Other: $26.7 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.89B
$2.02 Billion 0.46% of portfolio
15,237
Q3 2024 Reduced 4.5%
$6.21B
$979 Million 0.22% of portfolio
16,154
Q3 2024 Reduced 2.36%
$5.93B
$921 Million 0.21% of portfolio
2,400
Q1 2021 New
$3.81B
$780 Million 0.18% of portfolio
25,597
Q3 2024 Reduced 2.67%
$4.26B
$373 Million 0.08% of portfolio
18,197
Q1 2024 Reduced 22.74%
$5.58B
$312 Million 0.07% of portfolio
2,835
Q3 2024 Reduced 5.03%
$8.24B
$322 Million 0.07% of portfolio
536
Q3 2024 Reduced 3.6%
$2.1B
$207 Million 0.05% of portfolio
3,340
Q3 2024 New
$5.16B
$203 Million 0.05% of portfolio
1,151
Q3 2024 New
$5.97B
$242 Million 0.05% of portfolio
4,395
Q1 2024 Reduced 2.22%
$4.07B
$62 Million 0.01% of portfolio
22,224
Q4 2023 Reduced 23.29%

Summary

  • Portfolio
  • No. of Stocks 164
  • Current Value $442 Billion
  • Prior Value $436 Billion
  • Filing
  • Period Q3 2024
  • Filing Date December 19, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 47 stocks
  • Sold out of 12 stocks
  • Reduced holdings in 101 stocks
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