Independent Solutions Wealth Management, LLC Purchases in Q3 2024

Independent Solutions Wealth Management, LLC

  • $442 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TTD
Trade Desk, Inc.

Technology
11.2K
+ 21.03%
$83.08 - $110.79 $929K - $1.24M
64.4K $7.06B
COST
Costco Wholesale Corp

Consumer Defensive
514
+ 2.53%
$801.83 - $917.05 $412K - $471K
20.8K $18.5B
IEFA
Ishares Tr

ETFs
5.32K
+ 3.71%
$70.09 - $78.74 $373K - $419K
148K $11.6B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.69K
+ 12.06%
$105.53 - $118.34 $600K - $673K
52.8K $6.18B
SHV
Ishares Tr

ETFs
10.1K
+ 112.83%
$110.05 - $110.63 $1.11M - $1.11M
19K $2.1B
META
Meta Platforms, Inc.

Communication Services
928
+ 11.63%
$453.41 - $572.44 $421K - $531K
8.91K $5.1B
LEXI
Listed Fds Tr Alexis Practical

ETFs
33.3K
+ 154.51%
$27.96 - $30.68 $932K - $1.02M
54.9K $1.68B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
13.7K
+ 9.79%
$45.2 - $47.87 $621K - $657K
154K $7.32B
SCHR
Schwab Intermediate Term Us Tr

ETFs
12.3K
+ 10.91%
$48.4 - $50.91 $593K - $624K
125K $6.31B
HD
Home Depot, Inc.

Consumer Cyclical
701
+ 8.82%
$333.64 - $405.2 $234K - $284K
8.65K $3.51B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
14.6K
New
$50.63 - $51.11 $737K - $744K
14.6K $743M
MCD
Mcdonalds Corp

Consumer Cyclical
1.08K
+ 13.76%
$245.82 - $304.51 $266K - $329K
8.94K $2.72B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.3K
New
$50.25 - $50.74 $516K - $521K
10.3K $521M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5.16K
New
$100.09 - $100.69 $516K - $520K
5.16K $520M
BX
Blackstone Inc.

Financial Services
425
+ 3.02%
$120.77 - $159.66 $51.3K - $67.9K
14.5K $2.22B
ABBV
Abb Vie Inc.

Healthcare
54
+ 0.4%
$163.84 - $199.33 $8.85K - $10.8K
13.7K $2.71B
JNJ
Johnson & Johnson

Healthcare
80
+ 0.38%
$145.48 - $167.38 $11.6K - $13.4K
21.1K $3.41B
MMM
3 M CO

Industrials
267
+ 3.05%
$99.69 - $139.42 $26.6K - $37.2K
9.03K $1.23B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
7.65K
+ 141.31%
$41.95 - $43.42 $321K - $332K
13.1K $567M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
727
+ 0.89%
$19.78 - $23.53 $14.4K - $17.1K
82.1K $1.9B
LHX
L3 Harris Technologies, Inc.

Industrials
1.05K
New
$221.96 - $243.27 $234K - $256K
1.05K $250M
SCCO
Southern Copper Corp

Basic Materials
474
+ 2.13%
$94.1 - $120.43 $44.6K - $57.1K
22.8K $2.63B
ORCL
Oracle Corp

Technology
1.27K
New
$125.9 - $170.35 $160K - $217K
1.27K $217M
IAU
Ishares Gold Trust

ETFs
4.35K
New
$44.06 - $50.5 $192K - $220K
4.35K $216M
NFLX
Netflix Inc

Communication Services
208
+ 10.82%
$598.55 - $722.26 $124K - $150K
2.13K $1.51B
SYBT
Stock Yards Bancorp, Inc.

Financial Services
3.34K
New
$48.52 - $64.71 $162K - $216K
3.34K $207M
BCPC
Balchem Corp

Basic Materials
1.15K
New
$154.1 - $181.56 $177K - $209K
1.15K $203M
SRE
Sempra Energy

Utilities
37
+ 0.15%
$74.97 - $84.04 $2.77K - $3.11K
25K $2.09B
IVV
Ishares Core S&P 500 ETF

ETFs
283
+ 44.08%
$520.18 - $576.82 $147K - $163K
925 $534M
UNH
Unitedhealth Group Inc

Healthcare
41
+ 2.02%
$488.01 - $604.18 $20K - $24.8K
2.07K $1.21B
TXN
Texas Instruments Inc

Technology
72
+ 0.58%
$194.6 - $194.6 $14K - $14K
12.4K $2.57B
AVGO
Broadcom Inc.

Technology
43.9K
+ 846.93%
$136.27 - $1745.86 $5.99M - $76.7M
49.1K $8.48B
PEP
Pepsico Inc

Consumer Defensive
719
+ 27.21%
$161.9 - $179.3 $116K - $129K
3.36K $572M
JPM
Jpmorgan Chase & CO

Financial Services
275
+ 3.2%
$194.9 - $224.8 $53.6K - $61.8K
8.86K $1.87B
PG
Procter & Gamble CO

Consumer Defensive
44
+ 0.43%
$160.76 - $177.82 $7.07K - $7.82K
10.2K $1.76B
CRM
Salesforce, Inc.

Technology
145
+ 7.27%
$238.42 - $276.53 $34.6K - $40.1K
2.14K $586M
DVN
Devon Energy Corp

Energy
3.8K
+ 38.03%
$37.87 - $48.65 $144K - $185K
13.8K $539M
MU
Micron Technology Inc

Technology
4.92K
+ 30.69%
$86.27 - $136.82 $425K - $673K
21K $2.17B
IWF
Ishares Russell 1000 Gr ETF

ETFs
55
+ 1.5%
$332.02 - $382.76 $18.3K - $21.1K
3.73K $1.4B
DOW
Dow Inc.

Basic Materials
290
+ 1.43%
$50.15 - $55.41 $14.5K - $16.1K
20.5K $1.12B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.16K
+ 1.0%
$20.47 - $20.71 $23.7K - $24K
117K $2.41B
LLY
Eli Lilly & CO

Healthcare
49
+ 5.95%
$772.14 - $960.02 $37.8K - $47K
872 $773M
SPY
Spdr S&P 500 ETF Trust

ETFs
8
+ 1.6%
$517.38 - $573.86 $4.14K - $4.59K
507 $291M
AMD
Advanced Micro Devices Inc

Technology
49
+ 2.47%
$128.67 - $183.96 $6.3K - $9.01K
2.04K $334M
NET
Cloudflare, Inc.

Technology
50
+ 1.37%
$74.4 - $86.96 $3.72K - $4.35K
3.7K $299M
INTC
Intel Corp

Technology
4.3K
+ 29.5%
$18.9 - $34.87 $81.3K - $150K
18.9K $443M
MPC
Marathon Petroleum Corp

Energy
10
+ 0.8%
$158.61 - $180.75 $1.59K - $1.81K
1.26K $206M
PSX
Phillips 66

Energy
628
+ 4.26%
$125.0 - $147.17 $78.5K - $92.4K
15.4K $2.02B
LRCX
Lam Research Corp

Technology
18
+ 5.22%
$731.56 - $1127.3 $13.2K - $20.3K
363 $296M
Activity Summary
Buys All Purchases 55 New Holdings 8 Increased Positions 47 Sells All Sells 113 Reductions 101 Sold out 12 Options Calls 0 Puts 0
Track This Portfolio

Track Independent Solutions Wealth Management, LLC Portfolio

Follow Independent Solutions Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Solutions Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Independent Solutions Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email