Independent Solutions Wealth Management, LLC Purchases in Q3 2025

Independent Solutions Wealth Management, LLC

  • $563 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
853
+ 0.58%
$23.82 - $25.84 $20.3K - $22K
148K $3.82B
IWF
Ishares Russell 1000 Gr ETF

ETFs
224
+ 5.6%
$420.11 - $472.68 $94.1K - $106K
4.22K $1.98B
XOM
Exxon Mobil Corp

Energy
932
+ 2.47%
$105.83 - $117.22 $98.6K - $109K
38.7K $4.36B
PJT
Pjt Partners Inc.

Financial Services
420
+ 2.53%
$165.08 - $188.27 $69.3K - $79.1K
17K $3.02B
AMD
Advanced Micro Devices Inc

Technology
1.72K
New
$134.8 - $184.42 $231K - $316K
1.72K $277M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.94K
+ 2.33%
$25.29 - $28.33 $49.1K - $55K
85.4K $2.38B
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.85K
+ 5.51%
$107.66 - $112.36 $199K - $208K
35.4K $3.95B
ASML
Asml Holding Nv

Technology
277
New
$689.63 - $968.09 $191K - $268K
277 $268M
CAT
Caterpillar Inc

Industrials
560
New
$390.92 - $477.15 $219K - $267K
560 $267M
ETN
Eaton Corp PLC

Industrials
213
+ 1.96%
$342.99 - $392.76 $73.1K - $83.7K
11.1K $4.14B
ENB
Enbridge Inc

Energy
1.46K
+ 4.16%
$43.79 - $50.46 $63.7K - $73.4K
36.4K $1.84B
AMZN
Amazon Com Inc

Consumer Cyclical
1.09K
+ 3.41%
$211.65 - $238.24 $231K - $260K
33.2K $7.28B
PNC
Pnc Financial Services Group, Inc.

Financial Services
639
+ 8.92%
$185.88 - $207.44 $119K - $133K
7.8K $1.57B
GLW
Corning Inc

Technology
300
+ 4.27%
$51.6 - $82.03 $15.5K - $24.6K
7.32K $601M
IWM
Ishares Russell 2000 ETF

ETFs
933
New
$214.92 - $244.84 $201K - $228K
933 $226M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.11K
New
$196.15 - $217.83 $217K - $241K
1.11K $223M
MLM
Martin Marietta Materials Inc

Basic Materials
350
New
$546.36 - $631.12 $191K - $221K
350 $221M
TRP
Tc Energy Corp

Energy
4K
New
$46.58 - $54.41 $186K - $218K
4K $218M
THO
Thor Industries Inc

Consumer Cyclical
2.04K
New
$88.76 - $112.33 $181K - $229K
2.04K $211M
XAR
Spdr S&P Aerospace & Defense E

ETFs
871
New
$205.52 - $234.96 $179K - $205K
871 $205M
BA
Boeing CO

Industrials
945
New
$209.79 - $237.38 $198K - $224K
945 $204M
MA
Mastercard Inc

Financial Services
310
+ 9.49%
$550.18 - $598.96 $171K - $186K
3.58K $2.03B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.84K
+ 3.89%
$26.38 - $27.95 $101K - $107K
103K $2.8B
META
Meta Platforms, Inc.

Communication Services
293
+ 3.23%
$695.21 - $791.73 $204K - $232K
9.36K $6.88B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
504
+ 0.43%
$97.75 - $100.75 $49.3K - $50.8K
117K $11.7B
WMT
Walmart Inc.

Consumer Defensive
827
+ 5.02%
$94.4 - $104.27 $78.1K - $86.2K
17.3K $1.78B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
289
+ 59.83%
$459.11 - $506.91 $133K - $146K
772 $388M
TMO
Thermo Fisher Scientific Inc.

Healthcare
215
+ 41.51%
$404.94 - $499.99 $87.1K - $107K
733 $356M
ABT
Abbott Laboratories

Healthcare
965
+ 37.59%
$120.51 - $136.62 $116K - $132K
3.53K $473M
CSCO
Cisco Systems, Inc.

Technology
2.79K
+ 3.32%
$66.2 - $71.79 $185K - $201K
86.8K $5.94B
VZ
Verizon Communications Inc

Communication Services
1.86K
+ 5.1%
$40.84 - $45.06 $76.1K - $83.9K
38.4K $1.69B
FREL
Fidelity Covington Tr Msci Rea

ETFs
404
+ 0.35%
$26.84 - $28.32 $10.8K - $11.4K
116K $3.22B
AGNC
Agnc Investment Corp.

Real Estate
10K
New
$9.2 - $10.37 $92K - $104K
10K $97.9M
MRK
Merck & Co., Inc.

Healthcare
36
+ 0.2%
$77.6 - $87.37 $2.79K - $3.15K
18.3K $1.53B
NSC
Norfolk Southern Corp

Industrials
164
+ 18.32%
$259.49 - $300.41 $42.6K - $49.3K
1.06K $318M
COF
Capital One Financial Corp

Financial Services
384
+ 17.29%
$207.29 - $229.74 $79.6K - $88.2K
2.61K $554M
GVI
Ishares Tr

ETFs
161
+ 0.17%
$105.8 - $107.81 $17K - $17.4K
92.9K $9.99B
AMGN
Amgen Inc

Healthcare
151
+ 1.62%
$271.18 - $309.22 $40.9K - $46.7K
9.49K $2.68B
IXP
Ishares Global Comm Services E

ETFs
301
+ 12.09%
$109.97 - $126.56 $33.1K - $38.1K
2.79K $345M
RACE
Ferrari N.V.

Consumer Cyclical
178
+ 4.6%
$436.24 - $517.65 $77.7K - $92.1K
4.05K $1.96B
PEP
Pepsico Inc

Consumer Defensive
244
+ 6.86%
$133.81 - $152.16 $32.6K - $37.1K
3.8K $534M
CME
Cme Group Inc.

Financial Services
315
+ 6.47%
$258.83 - $287.1 $81.5K - $90.4K
5.18K $1.4B
PANW
Palo Alto Networks Inc

Technology
306
+ 2.67%
$167.06 - $208.19 $51.1K - $63.7K
11.8K $2.4B
F
Ford Motor CO

Consumer Cyclical
45
+ 0.11%
$10.82 - $12.09 $487 - $544
40.4K $483M
UNP
Union Pacific Corp

Industrials
144
+ 8.54%
$214.91 - $237.16 $30.9K - $34.2K
1.83K $433M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
501
+ 0.62%
$20.76 - $21.78 $10.4K - $10.9K
81.7K $1.76B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
303
+ 0.36%
$82.38 - $83.0 $25K - $25.1K
84.8K $7.03B
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
478
+ 4.11%
$13.29 - $16.05 $6.35K - $7.67K
12.1K $193M
PG
Procter & Gamble CO

Consumer Defensive
563
+ 5.5%
$150.47 - $161.22 $84.7K - $90.8K
10.8K $1.66B
Activity Summary
Buys All Purchases 117 New Holdings 17 Increased Positions 100 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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