Independent Solutions Wealth Management, LLC Portfolio Holdings

Independent Solutions Wealth Management, LLC

  • $457 Billion
  • Q4 2024

Independent Solutions Wealth Management, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $457 Billion distributed in 171 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Costco Wholesale Corp with a value of $18.9B, Ishares S&P 500 Growth ETF with a value of $16.8B, Apple Inc. with a value of $16.1B, Ishares S&P 500 Value ETF with a value of $14.9B, and Nvidia Corp with a value of $14.1B.

Examining the 13F form we can see an increase of $14.9B in the current position value, from $442B to 457B.

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 $457 Billion
ETFs: $191 Billion
Technology: $107 Billion
Consumer Defensive: $33.1 Billion
Consumer Cyclical: $27.1 Billion
Financial Services: $26.5 Billion
Energy: $15.6 Billion
Communication Services: $13.5 Billion
Industrials: $12.7 Billion
Other: $24.1 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$52.8B
$389 Million 0.09% of portfolio
2,247
Q4 2024 Reduced 0.62%
$94.3B
$375 Million 0.08% of portfolio
1,856
Q4 2024 Reduced 4.92%
$65.7B
$349 Million 0.08% of portfolio
1,539
Q4 2024 Reduced 13.54%
$35B
$349 Million 0.08% of portfolio
9,371
Q3 2024 Reduced 0.86%
$43B
$343 Million 0.08% of portfolio
7,218
Q3 2024 Reduced 9.98%
$24.4B
$317 Million 0.07% of portfolio
9,681
Q4 2024 Reduced 29.75%
$99.7B
$328 Million 0.07% of portfolio
16,355
Q4 2024 Reduced 13.44%
$17.6B
$273 Million 0.06% of portfolio
4,748
Q4 2024 Reduced 1.25%
$66B
$287 Million 0.06% of portfolio
1,019
Q4 2024 Reduced 0.68%
$104B
$258 Million 0.06% of portfolio
3,063
Q4 2024 Reduced 85.39%
$175B
$226 Million 0.05% of portfolio
1,875
Q4 2024 Reduced 7.91%
$56.5B
$210 Million 0.05% of portfolio
895
Q4 2024 Reduced 3.03%
$80.4B
$214 Million 0.05% of portfolio
1,659
Q4 2024 Reduced 81.63%
$30.6B
$251 Million 0.05% of portfolio
486
Q4 2024 Reduced 19.54%
$38.2B
$247 Million 0.05% of portfolio
1,175
Q4 2024 Added 11.59%
$89.6B
$200 Million 0.04% of portfolio
3,350
Q4 2024 Reduced 5.23%

Summary

  • Portfolio
  • No. of Stocks 171
  • Current Value $457 Billion
  • Prior Value $442 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 16 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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