Independent Solutions Wealth Management, LLC Q1 2025 Filing
Filed April 23, 2025
Portfolio Value
$446.7M
Holdings
173
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (173 positions)
| Stock | Value |
|---|---|
COSTCOSTCO WHSL CORP NEW | $19.5M |
IVWISHARES TR | $15.8M |
IVEISHARES TR | $14.7M |
AAPLAPPLE INC | $14.0M |
AGGISHARES TR | $11.5M |
NVDANVIDIA CORPORATION | $11.5M |
LEXILISTED FD TR | $10.9M |
GVIISHARES TR | $9.8M |
AQLTISHARES TR | $9.5M |
MSFTMICROSOFT CORP | $8.6M |
PLTRPALANTIR TECHNOLOGIES INC | $8.4M |
AVGOBROADCOM INC | $8.4M |
IJHISHARES TR | $8.3M |
SHVISHARES TR | $8.2M |
SCHVSCHWAB STRATEGIC TR | $8.1M |
SCHGSCHWAB STRATEGIC TR | $7.3M |
SHYISHARES TR | $7.0M |
SCHZSCHWAB STRATEGIC TR | $6.6M |
ITOTISHARES TR | $6.5M |
AMZNAMAZON COM INC | $6.0M |
IVVISHARES TR | $5.9M |
SCHRSCHWAB STRATEGIC TR | $5.7M |
METAMETA PLATFORMS INC | $5.2M |
CSCOCISCO SYS INC | $5.1M |
VVISA INC | $5.0M |
IJRISHARES TR | $4.9M |
XOMEXXON MOBIL CORP | $4.6M |
SCHOSCHWAB STRATEGIC TR | $4.5M |
CVXCHEVRON CORP NEW | $4.1M |
SCHFSCHWAB STRATEGIC TR | $4.0M |
CPRTCOPART INC | $3.9M |
SHOPSHOPIFY INC | $3.8M |
NFLXNETFLIX INC | $3.8M |
KOCOCA COLA CO | $3.7M |
LQDISHARES TR | $3.7M |
TTDTHE TRADE DESK INC | $3.6M |
SCHMSCHWAB STRATEGIC TR | $3.6M |
LAMRLAMAR ADVERTISING CO NEW | $3.5M |
HDVISHARES TR | $3.5M |
4I1PHILIP MORRIS INTL INC | $3.4M |
MOALTRIA GROUP INC | $3.4M |
APPAPPLOVIN CORP | $3.2M |
HDHOME DEPOT INC | $3.2M |
FRELFIDELITY COVINGTON TRUST | $3.1M |
SCHBSCHWAB STRATEGIC TR | $3.1M |
IAU*ISHARES GOLD TR | $3.0M |
CRWDCROWDSTRIKE HLDGS INC | $2.9M |
ETNEATON CORP PLC | $2.9M |
MCDMCDONALDS CORP | $2.9M |
SCHDSCHWAB STRATEGIC TR | $2.8M |
INTUINTUIT | $2.8M |
AMGNAMGEN INC | $2.8M |
ABBVABBVIE INC | $2.8M |
BACBANK AMERICA CORP | $2.6M |
FLOTISHARES TR | $2.6M |
IBMINTERNATIONAL BUSINESS MACHS | $2.6M |
DVNDEVON ENERGY CORP NEW | $2.5M |
ANETARISTA NETWORKS INC | $2.4M |
SHYGISHARES TR | $2.4M |
JPSTJ P MORGAN EXCHANGE TRADED F | $2.4M |
MINTPIMCO ETF TR | $2.4M |
ZSZSCALER INC | $2.4M |
JNJJOHNSON & JOHNSON | $2.3M |
BSCPINVESCO EXCH TRD SLF IDX FD | $2.3M |
CASYCASEYS GEN STORES INC | $2.2M |
PJTPJT PARTNERS INC | $2.2M |
BXBLACKSTONE INC | $2.2M |
QCOMQUALCOMM INC | $2.2M |
TXNTEXAS INSTRS INC | $2.1M |
SCCOSOUTHERN COPPER CORP | $2.1M |
GOOGLALPHABET INC | $2.1M |
JPMJPMORGAN CHASE & CO. | $2.1M |
PANWPALO ALTO NETWORKS INC | $1.9M |
PSXPHILLIPS 66 | $1.9M |
SCHASCHWAB STRATEGIC TR | $1.8M |
SRESEMPRA | $1.8M |
MAMASTERCARD INCORPORATED | $1.8M |
VLOVALERO ENERGY CORP | $1.8M |
ARMARM HOLDINGS PLC | $1.8M |
URIUNITED RENTALS INC | $1.8M |
GOOGALPHABET INC | $1.7M |
PGPROCTER AND GAMBLE CO | $1.7M |
MLB1MERCADOLIBRE INC | $1.7M |
WMTWALMART INC | $1.6M |
SCHHSCHWAB STRATEGIC TR | $1.6M |
RTXRTX CORPORATION | $1.6M |
RACEFERRARI N V | $1.6M |
HONHONEYWELL INTL INC | $1.6M |
ENBENBRIDGE INC | $1.6M |
BACVERIZON COMMUNICATIONS INC | $1.5M |
MRKMERCK & CO INC | $1.5M |
IWFISHARES TR | $1.4M |
MTUMISHARES TR | $1.3M |
IJJISHARES TR | $1.3M |
IOOISHARES TR | $1.3M |
SNASNAP ON INC | $1.3M |
ADBEADOBE INC | $1.2M |
MPCMARATHON PETE CORP | $1.2M |
MODMODINE MFG CO | $1.2M |
IBKRINTERACTIVE BROKERS GROUP IN | $1.2M |
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