Independent Solutions Wealth Management, LLC Q1 2025 Filing
Filed April 23, 2025
Portfolio Value
$446.7B
Holdings
173
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (173 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | COSTCOSTCO WHSL CORP NEW | 20,585 | $19.5B | 4.36% | |
| 2 | IVWISHARES TR | 170,208 | $15.8B | 3.54% | |
| 3 | IVEISHARES TR | 77,037 | $14.7B | 3.29% | |
| 4 | AAPLAPPLE INC | 62,997 | $14.0B | 3.13% | |
| 5 | AGGISHARES TR | 116,345 | $11.5B | 2.58% | |
| 6 | NVDANVIDIA CORPORATION | 105,809 | $11.5B | 2.57% | |
| 7 | LEXILISTED FD TR | 373,450 | $10.9B | 2.45% | |
| 8 | GVIISHARES TR | 92,764 | $9.8B | 2.20% | |
| 9 | AQLTISHARES TR | 125,980 | $9.5B | 2.13% | |
| 10 | MSFTMICROSOFT CORP | 22,837 | $8.6B | 1.92% | |
| 11 | PLTRPALANTIR TECHNOLOGIES INC | 99,996 | $8.4B | 1.89% | |
| 12 | AVGOBROADCOM INC | 50,246 | $8.4B | 1.88% | |
| 13 | IJHISHARES TR | 140,787 | $8.3B | 1.85% | |
| 14 | SHVISHARES TR | 74,013 | $8.2B | 1.83% | |
| 15 | SCHVSCHWAB STRATEGIC TR | 306,035 | $8.1B | 1.82% | |
| 16 | SCHGSCHWAB STRATEGIC TR | 292,726 | $7.3B | 1.64% | |
| 17 | SHYISHARES TR | 84,293 | $7.0B | 1.56% | |
| 18 | SCHZSCHWAB STRATEGIC TR | 283,942 | $6.6B | 1.47% | |
| 19 | ITOTISHARES TR | 52,971 | $6.5B | 1.45% | |
| 20 | AMZNAMAZON COM INC | 31,777 | $6.0B | 1.35% | |
| 21 | IVVISHARES TR | 10,473 | $5.9B | 1.31% | |
| 22 | SCHRSCHWAB STRATEGIC TR | 227,407 | $5.7B | 1.27% | |
| 23 | METAMETA PLATFORMS INC | 8,955 | $5.2B | 1.16% | |
| 24 | CSCOCISCO SYS INC | 81,995 | $5.1B | 1.13% | |
| 25 | VVISA INC | 14,321 | $5.0B | 1.12% | |
| 26 | IJRISHARES TR | 47,115 | $4.9B | 1.10% | |
| 27 | XOMEXXON MOBIL CORP | 38,340 | $4.6B | 1.02% | |
| 28 | SCHOSCHWAB STRATEGIC TR | 186,562 | $4.5B | 1.02% | |
| 29 | CVXCHEVRON CORP NEW | 24,573 | $4.1B | 0.92% | |
| 30 | SCHFSCHWAB STRATEGIC TR | 200,157 | $4.0B | 0.89% | |
| 31 | CPRTCOPART INC | 68,752 | $3.9B | 0.87% | |
| 32 | SHOPSHOPIFY INC | 39,923 | $3.8B | 0.85% | |
| 33 | NFLXNETFLIX INC | 4,046 | $3.8B | 0.84% | |
| 34 | KOCOCA COLA CO | 52,344 | $3.7B | 0.84% | |
| 35 | LQDISHARES TR | 33,742 | $3.7B | 0.82% | |
| 36 | TTDTHE TRADE DESK INC | 66,462 | $3.6B | 0.81% | |
| 37 | SCHMSCHWAB STRATEGIC TR | 136,373 | $3.6B | 0.80% | |
| 38 | LAMRLAMAR ADVERTISING CO NEW | 30,768 | $3.5B | 0.78% | |
| 39 | HDVISHARES TR | 28,791 | $3.5B | 0.78% | |
| 40 | 4I1PHILIP MORRIS INTL INC | 21,428 | $3.4B | 0.76% | |
| 41 | MOALTRIA GROUP INC | 56,412 | $3.4B | 0.76% | |
| 42 | APPAPPLOVIN CORP | 11,967 | $3.2B | 0.71% | |
| 43 | HDHOME DEPOT INC | 8,628 | $3.2B | 0.71% | |
| 44 | FRELFIDELITY COVINGTON TRUST | 114,667 | $3.1B | 0.71% | |
| 45 | SCHBSCHWAB STRATEGIC TR | 141,927 | $3.1B | 0.68% | |
| 46 | IAU*ISHARES GOLD TR | 50,146 | $3.0B | 0.66% | |
| 47 | CRWDCROWDSTRIKE HLDGS INC | 8,360 | $2.9B | 0.66% | |
| 48 | ETNEATON CORP PLC | 10,733 | $2.9B | 0.65% | |
| 49 | MCDMCDONALDS CORP | 9,127 | $2.9B | 0.64% | |
| 50 | SCHDSCHWAB STRATEGIC TR | 101,317 | $2.8B | 0.63% | |
| 51 | INTUINTUIT | 4,593 | $2.8B | 0.63% | |
| 52 | AMGNAMGEN INC | 8,987 | $2.8B | 0.63% | |
| 53 | ABBVABBVIE INC | 13,281 | $2.8B | 0.62% | |
| 54 | BACBANK AMERICA CORP | 62,933 | $2.6B | 0.59% | |
| 55 | FLOTISHARES TR | 51,113 | $2.6B | 0.58% | |
| 56 | IBMINTERNATIONAL BUSINESS MACHS | 10,374 | $2.6B | 0.57% | |
| 57 | DVNDEVON ENERGY CORP NEW | 67,844 | $2.5B | 0.57% | |
| 58 | ANETARISTA NETWORKS INC | 31,007 | $2.4B | 0.54% | |
| 59 | SHYGISHARES TR | 56,281 | $2.4B | 0.54% | |
| 60 | JPSTJ P MORGAN EXCHANGE TRADED F | 47,185 | $2.4B | 0.53% | |
| 61 | MINTPIMCO ETF TR | 23,691 | $2.4B | 0.53% | |
| 62 | ZSZSCALER INC | 11,911 | $2.4B | 0.53% | |
| 63 | JNJJOHNSON & JOHNSON | 13,938 | $2.3B | 0.52% | |
| 64 | BSCPINVESCO EXCH TRD SLF IDX FD | 109,675 | $2.3B | 0.51% | |
| 65 | CASYCASEYS GEN STORES INC | 5,182 | $2.2B | 0.50% | |
| 66 | PJTPJT PARTNERS INC | 16,164 | $2.2B | 0.50% | |
| 67 | BXBLACKSTONE INC | 15,688 | $2.2B | 0.49% | |
| 68 | QCOMQUALCOMM INC | 14,316 | $2.2B | 0.49% | |
| 69 | TXNTEXAS INSTRS INC | 11,942 | $2.1B | 0.48% | |
| 70 | SCCOSOUTHERN COPPER CORP | 22,683 | $2.1B | 0.47% | |
| 71 | GOOGLALPHABET INC | 13,399 | $2.1B | 0.46% | |
| 72 | JPMJPMORGAN CHASE & CO. | 8,367 | $2.1B | 0.46% | |
| 73 | PANWPALO ALTO NETWORKS INC | 11,266 | $1.9B | 0.43% | |
| 74 | PSXPHILLIPS 66 | 15,323 | $1.9B | 0.42% | |
| 75 | SCHASCHWAB STRATEGIC TR | 78,211 | $1.8B | 0.41% | |
| 76 | SRESEMPRA | 25,609 | $1.8B | 0.41% | |
| 77 | MAMASTERCARD INCORPORATED | 3,308 | $1.8B | 0.41% | |
| 78 | VLOVALERO ENERGY CORP | 13,432 | $1.8B | 0.40% | |
| 79 | ARMARM HOLDINGS PLC | 16,571 | $1.8B | 0.40% | |
| 80 | URIUNITED RENTALS INC | 2,811 | $1.8B | 0.39% | |
| 81 | GOOGALPHABET INC | 10,736 | $1.7B | 0.38% | |
| 82 | PGPROCTER AND GAMBLE CO | 9,769 | $1.7B | 0.37% | |
| 83 | MLB1MERCADOLIBRE INC | 848 | $1.7B | 0.37% | |
| 84 | WMTWALMART INC | 18,589 | $1.6B | 0.37% | |
| 85 | SCHHSCHWAB STRATEGIC TR | 76,175 | $1.6B | 0.37% | |
| 86 | RTXRTX CORPORATION | 12,166 | $1.6B | 0.36% | |
| 87 | RACEFERRARI N V | 3,730 | $1.6B | 0.36% | |
| 88 | HONHONEYWELL INTL INC | 7,365 | $1.6B | 0.35% | |
| 89 | ENBENBRIDGE INC | 35,078 | $1.6B | 0.35% | |
| 90 | BACVERIZON COMMUNICATIONS INC | 34,210 | $1.5B | 0.35% | |
| 91 | MRKMERCK & CO INC | 17,072 | $1.5B | 0.34% | |
| 92 | IWFISHARES TR | 3,936 | $1.4B | 0.32% | |
| 93 | MTUMISHARES TR | 6,654 | $1.3B | 0.30% | |
| 94 | IJJISHARES TR | 10,994 | $1.3B | 0.29% | |
| 95 | IOOISHARES TR | 13,618 | $1.3B | 0.29% | |
| 96 | SNASNAP ON INC | 3,718 | $1.3B | 0.28% | |
| 97 | ADBEADOBE INC | 3,250 | $1.2B | 0.28% | |
| 98 | MPCMARATHON PETE CORP | 8,488 | $1.2B | 0.28% | |
| 99 | MODMODINE MFG CO | 15,614 | $1.2B | 0.27% | |
| 100 | IBKRINTERACTIVE BROKERS GROUP IN | 7,188 | $1.2B | 0.27% |
Page 1 of 2Next