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
NUE
Nucor Corp

Basic Materials
-50
- 3.52%
$137.77 - $166.14 $6.89K - $8.31K
1.37K $206M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-9.38K
- 7.95%
$73.43 - $80.37 $688K - $753K
109K $8.72B
EGHT
8 X8 Inc

Technology
-2.1K
- 10.03%
$1.64 - $3.34 $3.44K - $7.01K
18.8K $38.4M
MRVL
Marvell Technology, Inc.

Technology
-296
- 3.98%
$56.15 - $76.24 $16.6K - $22.6K
7.15K $515M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-4
- 7.41%
$3305.62 - $4268.05 $13.2K - $17.1K
50 $211M
PANW
Palo Alto Networks Inc

Technology
-36
- 0.65%
$294.18 - $368.01 $10.6K - $13.2K
5.53K $1.89B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-363
- 9.31%
$64.35 - $75.71 $23.4K - $27.5K
3.54K $260M
TSN
Tyson Foods, Inc.

Consumer Defensive
-70
- 1.44%
$55.91 - $65.87 $3.91K - $4.61K
4.81K $286M
PFE
Pfizer Inc

Healthcare
-430
- 2.01%
$27.7 - $31.39 $11.9K - $13.5K
21K $608M
GLW
Corning Inc

Technology
-800
- 9.98%
$37.76 - $46.2 $30.2K - $37K
7.22K $326M
NSC
Norfolk Southern Corp

Industrials
-64
- 6.48%
$213.75 - $259.69 $13.7K - $16.6K
923 $229M
CHE
Chemed Corp

Healthcare
-20
- 3.6%
$527.82 - $600.97 $10.6K - $12K
536 $322M
DFS
Discover Financial Services

Financial Services
-5
- 0.22%
$123.41 - $144.72 $617 - $724
2.26K $317M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-51
- 6.31%
$531.86 - $624.21 $27.1K - $31.8K
757 $468M
WMT
Walmart Inc.

Consumer Defensive
-3.26K
- 14.44%
$66.91 - $81.4 $218K - $266K
19.3K $1.56B
THO
Thor Industries Inc

Consumer Cyclical
-150
- 5.03%
$91.4 - $109.97 $13.7K - $16.5K
2.84K $312M
UNP
Union Pacific Corp

Industrials
-2
- 0.1%
$221.78 - $256.09 $444 - $512
1.92K $474M
SNA
Snap On Inc

Industrials
-213
- 5.54%
$255.35 - $289.77 $54.4K - $61.7K
3.64K $1.05B
AXP
American Express CO

Financial Services
-24
- 1.68%
$225.92 - $271.17 $5.42K - $6.51K
1.4K $380M
Canadian Pacific Kansas City
-126
- 1.15%
N/A
10.9K $928M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.1K
- 4.92%
$46.9 - $51.96 $98.5K - $109K
40.6K $2.09B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.21K
- 1.08%
$81.31 - $83.29 $98.1K - $100K
110K $9.17B
VZ
Verizon Communications Inc

Communication Services
-1.44K
- 3.94%
$38.89 - $45.0 $55.9K - $64.7K
35K $1.57B
AMGN
Amgen Inc

Healthcare
-34
- 0.39%
$309.38 - $337.38 $10.5K - $11.5K
8.74K $2.82B
CMI
Cummins Inc

Industrials
-284
- 7.93%
$266.63 - $326.4 $75.7K - $92.7K
3.3K $1.07B
NFG
National Fuel Gas CO

Energy
-390
- 2.36%
$54.14 - $61.22 $21.1K - $23.9K
16.2K $979M
ENB
Enbridge Inc

Energy
-2.51K
- 6.66%
$35.27 - $41.18 $88.5K - $103K
35.2K $1.43B
RY
Royal Bank Of Canada

Financial Services
-935
- 8.02%
$105.65 - $124.73 $98.8K - $117K
10.7K $1.34B
NEM
Newmont Corp

Basic Materials
-81
- 0.86%
$41.65 - $55.85 $3.37K - $4.52K
9.37K $501M
CCI
Crown Castle International Corp

Real Estate
-395
- 5.2%
$95.29 - $120.24 $37.6K - $47.5K
7.2K $854M
TSLA
Tesla, Inc.

Consumer Cyclical
-21
- 1.05%
$191.76 - $263.26 $4.03K - $5.53K
1.99K $520M
ANET
Arista Networks, Inc.

Technology
-378
- 4.6%
$311.42 - $388.21 $118K - $147K
7.85K $3.01B
GILD
Gilead Sciences, Inc.

Healthcare
-350
- 3.33%
$66.59 - $83.99 $23.3K - $29.4K
10.2K $853M
GS
Goldman Sachs Group Inc

Financial Services
-13
- 0.39%
$459.02 - $510.25 $5.97K - $6.63K
3.31K $1.64B
V
Visa Inc.

Financial Services
-175
- 1.17%
$253.74 - $291.56 $44.4K - $51K
14.7K $4.06B
MANH
Manhattan Associates Inc

Technology
-75
- 1.57%
$218.59 - $286.0 $16.4K - $21.5K
4.71K $1.32B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-960
- 2.21%
$106.11 - $113.72 $102K - $109K
42.5K $4.8B
APD
Air Products & Chemicals, Inc.

Basic Materials
-206
- 5.41%
$247.34 - $300.11 $51K - $61.8K
3.6K $1.07B
MA
Mastercard Inc

Financial Services
-81
- 2.14%
$429.6 - $500.99 $34.8K - $40.6K
3.7K $1.83B
RTX
Raytheon Technologies Corp

Industrials
-1.08K
- 7.5%
$99.55 - $123.34 $107K - $133K
13.3K $1.61B
RACE
Ferrari N.V.

Consumer Cyclical
-125
- 3.36%
$405.92 - $496.79 $50.7K - $62.1K
3.6K $1.69B
IBKR
Interactive Brokers Group, Inc.

Financial Services
-369
- 2.71%
$108.65 - $139.41 $40.1K - $51.4K
13.2K $1.85B
VIRT
Virtu Financial, Inc.

Financial Services
-702
- 2.67%
$21.68 - $32.43 $15.2K - $22.8K
25.6K $780M
MO
Altria Group, Inc.

Consumer Defensive
-2.17K
- 3.92%
$45.95 - $54.71 $99.6K - $119K
53.2K $2.72B
HDV
Ishares Core High Dividend ETF

ETFs
-901
- 2.59%
$107.62 - $118.76 $97K - $107K
33.8K $3.98B
NOW
Service Now, Inc.

Technology
-74
- 2.88%
$730.87 - $937.36 $54.1K - $69.4K
2.5K $2.23B
GVI
Ishares Tr

ETFs
-1.82K
- 1.5%
$103.17 - $107.43 $188K - $195K
119K $12.8B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-77
- 0.23%
$77.02 - $85.06 $5.93K - $6.55K
33.6K $2.84B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-823
- 0.81%
$36.98 - $41.55 $30.4K - $34.2K
101K $4.14B
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