Independent Solutions Wealth Management, LLC Portfolio Holdings by Sector

Independent Solutions Wealth Management, LLC

$563 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVW IVE LEXI AGG IEFA SHV GVI SCHG 46 stocks	$230 Million 41.47% of portfolio	33	11	6	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PLTR MSFT HOOD CRWD ZS NET PANW ADBE 9 stocks	$50.8 Million 9.17% of portfolio	6	3	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO QCOM TXN MU INTC AMD 7 stocks	$41.4 Million 7.47% of portfolio	5	2	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$21.3 Million 3.85% of portfolio	2	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$21.1 Million 3.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology APP SHOP INTU TTD CRM COIN NOW 7 stocks	$20.4 Million 3.68% of portfolio	4	3	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG SPOT 4 stocks	$17.6 Million 3.17% of portfolio	2	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV AMGN JNJ MRK GILD LLY PFE 7 stocks	$11.9 Million 2.15% of portfolio	5	2	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX NFG TTE 4 stocks	$10.4 Million 1.88% of portfolio	2	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI CVNA 3 stocks	$9.73 Million 1.76% of portfolio	2	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services PJT IBKR GS VIRT 4 stocks	$9.07 Million 1.64% of portfolio	3	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC JPM RY MUFG 4 stocks	$8.17 Million 1.48% of portfolio	3	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA COF AXP 4 stocks	$8.12 Million 1.47% of portfolio	3	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO PM 2 stocks	$7.59 Million 1.37% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy VLO PSX MPC 3 stocks	$6.19 Million 1.12% of portfolio	1	2	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$5.94 Million 1.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN CMI 2 stocks	$5.39 Million 0.97% of portfolio	1	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$5.09 Million 0.92% of portfolio	1	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate LAMR CCI 2 stocks	$4.33 Million 0.78% of portfolio	-	2	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$4.1 Million 0.74% of portfolio	2	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$3.78 Million 0.68% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX TROW 2 stocks	$3.68 Million 0.66% of portfolio	1	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical RACE TSLA F 3 stocks	$3.45 Million 0.62% of portfolio	3	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$3.09 Million 0.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical CASY 1 stocks	$3.08 Million 0.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials URI 1 stocks	$2.87 Million 0.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$2.82 Million 0.51% of portfolio	-	1	-	-	0 Calls 0 Puts
Copper \| Basic Materials SCCO 1 stocks	$2.8 Million 0.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX LHX BA 3 stocks	$2.77 Million 0.5% of portfolio	2	1	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PNC MTB SYBT NWBI 4 stocks	$2.38 Million 0.43% of portfolio	3	-	-	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities SRE 1 stocks	$2.38 Million 0.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ENB TRP 2 stocks	$2.06 Million 0.37% of portfolio	2	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T 2 stocks	$2.05 Million 0.37% of portfolio	1	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$1.66 Million 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$1.62 Million 0.29% of portfolio	1	-	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME 1 stocks	$1.4 Million 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials NEM 1 stocks	$1.26 Million 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SNA 1 stocks	$1.26 Million 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$1.22 Million 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD 1 stocks	$931,339 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP NSC 2 stocks	$750,987 0.14% of portfolio	2	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$680,968 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology DELL 1 stocks	$610,999 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Components \| Technology GLW 1 stocks	$600,706 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Department Stores \| Consumer Cyclical DDS 1 stocks	$491,584 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$473,076 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$428,291 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Steel \| Basic Materials CMC 1 stocks	$423,299 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$388,115 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology GRMN 1 stocks	$378,460 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive STZ 1 stocks	$375,325 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$355,520 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$307,758 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate IRT 1 stocks	$298,249 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy DVN 1 stocks	$290,998 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$268,161 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$267,204 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX 1 stocks	$247,064 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare CHE 1 stocks	$239,989 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive TSN 1 stocks	$234,848 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC 1 stocks	$222,660 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Materials \| Basic Materials MLM 1 stocks	$220,598 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical THO 1 stocks	$211,217 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate AGNC 1 stocks	$97,904 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities ENIC 1 stocks	$86,451 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Diversified Communication Services \| Technology EGHT 1 stocks	$39,328 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts

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Independent Solutions Wealth Management, LLC Portfolio Holdings by Sector

Independent Solutions Wealth Management, LLC

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