Independent Solutions Wealth Management, LLC Sells in Q3 2024

Independent Solutions Wealth Management, LLC

  • $442 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CRWD
Crowd Strike Holdings, Inc.

Technology
-7.13K
- 68.14%
$217.89 - $392.15 $1.55M - $2.8M
3.33K $935M
SNPS
Synopsys Inc

Technology
-3.89K
- 83.17%
$463.97 - $621.3 $1.8M - $2.42M
787 $399M
SMCI
Super Micro Computer, Inc.

Technology
-2.84K
Closed
$386.46 - $909.96 $1.1M - $2.58M
0 $0
UPS
United Parcel Service Inc

Industrials
-11.7K
Closed
$123.32 - $147.38 $1.44M - $1.73M
0 $0
PINS
Pinterest, Inc.

Communication Services
-34.2K
- 82.27%
$28.66 - $43.51 $981K - $1.49M
7.37K $239M
DDOG
Datadog, Inc.

Technology
-11.9K
Closed
$104.97 - $134.56 $1.25M - $1.6M
0 $0
IVW
Ishares S&P 500 Growth ETF

ETFs
-18K
- 8.98%
$84.77 - $97.13 $1.52M - $1.75M
182K $17.4B
Arm Holdings PLC
-3.28K
- 18.27%
N/A
14.7K $2.1B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-10.3K
- 13.02%
$113.41 - $125.62 $1.17M - $1.29M
68.7K $8.63B
MSFT
Microsoft Corp

Technology
-554
- 2.3%
$395.15 - $467.56 $219K - $259K
23.5K $10.1B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-7.26K
- 8.62%
$92.63 - $105.69 $673K - $768K
77K $8.02B
NVDA
Nvidia Corp

Technology
-1.33K
- 1.24%
$98.91 - $134.91 $131K - $179K
106K $12.9B
CRMT
Americas Carmart Inc

Consumer Cyclical
-2K
- 23.53%
$41.92 - $70.15 $83.8K - $140K
6.5K $272M
IVE
Ishares S&P 500 Value ETF

ETFs
-10.5K
- 9.32%
$181.06 - $197.17 $1.89M - $2.06M
102K $20.1B
NVO
Novo Nordisk A S

Healthcare
-440
- 3.39%
$119.07 - $145.42 $52.4K - $64K
12.5K $1.49B
AMZN
Amazon Com Inc

Consumer Cyclical
-420
- 1.26%
$161.02 - $200.0 $67.6K - $84K
33K $6.15B
ZS
Zscaler, Inc.

Technology
-250
- 2.05%
$155.9 - $204.47 $39K - $51.1K
11.9K $2.04B
ADBE
Adobe Inc.

Technology
-92
- 1.38%
$508.13 - $586.55 $46.7K - $54K
6.56K $3.39B
BA
Boeing CO

Industrials
-1.57K
Closed
$152.04 - $190.6 $239K - $299K
0 $0
F
Ford Motor CO

Consumer Cyclical
-11.7K
- 17.06%
$9.71 - $14.55 $114K - $171K
57.1K $602M
SJM
J M Smucker CO

Consumer Defensive
-2.28K
Closed
$109.12 - $122.4 $249K - $279K
0 $0
XAR
Spdr S&P Aerospace & Defense E

ETFs
-1.77K
Closed
$139.03 - $157.34 $245K - $278K
0 $0
GOOGL
Alphabet Inc.

Communication Services
-185
- 1.41%
$148.65 - $191.18 $27.5K - $35.4K
12.9K $2.14B
ICSH
Blackrock Ultra Short Term Bon

ETFs
-4.95K
- 12.13%
$50.32 - $50.75 $249K - $251K
35.9K $1.82B
CAT
Caterpillar Inc

Industrials
-727
Closed
$316.8 - $391.12 $230K - $284K
0 $0
INTU
Intuit Inc

Technology
-108
- 2.27%
$602.97 - $670.49 $65.1K - $72.4K
4.64K $2.88B
EW
Edwards Lifesciences Corp

Healthcare
-2.56K
Closed
$59.7 - $93.78 $153K - $240K
0 $0
OKTA
Okta, Inc.

Technology
-2.49K
Closed
$71.0 - $100.39 $177K - $250K
0 $0
GOOG
Alphabet Inc.

Communication Services
-245
- 2.16%
$149.54 - $192.66 $36.6K - $47.2K
11.1K $1.85B
CPRT
Copart Inc

Consumer Cyclical
-1.97K
- 2.87%
$49.19 - $55.54 $96.7K - $109K
66.6K $3.49B
DMRC
Digimarc Corp

Technology
-6.81K
Closed
$24.15 - $34.48 $164K - $235K
0 $0
AMAT
Applied Materials Inc

Technology
-864
Closed
$174.88 - $254.97 $151K - $220K
0 $0
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-5.89K
- 10.4%
$59.93 - $66.52 $353K - $392K
50.7K $3.37B
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.24K
- 49.07%
$156.14 - $187.2 $193K - $232K
1.28K $237M
MLM
Martin Marietta Materials Inc

Basic Materials
-280
- 31.67%
$502.48 - $593.35 $141K - $166K
604 $325M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-4.91K
- 9.44%
$75.47 - $83.18 $371K - $409K
47.1K $3.92B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.44K
- 27.64%
$51.02 - $52.74 $125K - $129K
6.4K $337M
DIS
Walt Disney CO

Communication Services
-957
- 23.13%
$85.6 - $98.61 $81.9K - $94.4K
3.18K $306M
BAC
Bank Of America Corp

Financial Services
-2.25K
- 3.2%
$36.65 - $44.13 $82.6K - $99.4K
68.1K $2.7B
SWKS
Skyworks Solutions, Inc.

Technology
-538
- 13.62%
$96.22 - $120.68 $51.8K - $64.9K
3.41K $337M
Bank America Corp
-87
- 20.86%
N/A
330 $420M
NKE
Nike, Inc.

Consumer Cyclical
-1.49K
- 29.79%
$71.09 - $89.44 $106K - $133K
3.5K $310M
FDX
Fedex Corp

Industrials
-100
- 8.88%
$254.64 - $313.52 $25.5K - $31.4K
1.03K $281M
WM
Waste Management Inc

Industrials
-144
- 6.87%
$196.96 - $223.45 $28.4K - $32.2K
1.95K $405M
STZ
Constellation Brands, Inc.

Consumer Defensive
-160
- 3.98%
$236.42 - $259.82 $37.8K - $41.6K
3.87K $996M
XOM
Exxon Mobil Corp

Energy
-997
- 2.49%
$109.72 - $119.0 $109K - $119K
39K $4.58B
HON
Honeywell International Inc

Industrials
-40
- 1.2%
$196.73 - $220.21 $7.87K - $8.81K
3.3K $683M
BDX
Becton Dickinson & CO

Healthcare
-170
- 8.72%
$221.47 - $242.41 $37.6K - $41.2K
1.78K $429M
GLD
Spdr Gold Trust

ETFs
-252
- 16.8%
$215.56 - $246.98 $54.3K - $62.2K
1.25K $303M
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