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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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