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 |
|---|---|
NFGNATIONAL FUEL GAS CO | $1.2M |
PNCPNC FINL SVCS GROUP INC | $1.2M |
MMM3M CO | $1.2M |
RYROYAL BK CDA | $1.1M |
GILDGILEAD SCIENCES INC | $1.1M |
APDAIR PRODS & CHEMS INC | $1.0M |
UNHUNITEDHEALTH GROUP INC | $1.0M |
CMICUMMINS INC | $987K |
NKENIKE INC | $840K |
VIRTVIRTU FINL INC | $808K |
NEMNEWMONT CORP | $775K |
CPCANADIAN PACIFIC KANSAS CITY | $755K |
LLYELI LILLY & CO | $728K |
8CWCROWN CASTLE INC | $704K |
VUGVANGUARD INDEX FDS | $699K |
TTENTOTALENERGIES SE | $698K |
VTVVANGUARD INDEX FDS | $575K |
VBVANGUARD INDEX FDS | $575K |
GSGOLDMAN SACHS GROUP INC | $570K |
PEPPEPSICO INC | $559K |
STZCONSTELLATION BRANDS INC | $550K |
TSLATESLA INC | $544K |
CRMSALESFORCE INC | $512K |
DELLDELL TECHNOLOGIES INC | $500K |
PFEPFIZER INC | $498K |
VTIVANGUARD INDEX FDS | $481K |
FFORD MTR CO | $439K |
NETCLOUDFLARE INC | $431K |
WMWASTE MGMT INC DEL | $428K |
VEAVANGUARD TAX-MANAGED FDS | $420K |
MRVLMARVELL TECHNOLOGY INC | $416K |
UNPUNION PAC CORP | $414K |
LRCXLAM RESEARCH CORP | $404K |
IRTINDEPENDENCE RLTY TR INC | $386K |
MTBM & T BK CORP | $382K |
DFSEURDISCOVER FINL SVCS | $371K |
0DFCDIREXION SHS ETF TR | $370K |
AXPAMERICAN EXPRESS CO | $369K |
CMCCOMMERCIAL METALS CO | $358K |
GQ9SPDR GOLD TR | $339K |
BAC 7.25 PERP LBANK AMERICA CORP | $333K |
GLWCORNING INC | $330K |
GRMNGARMIN LTD | $327K |
BDXBECTON DICKINSON & CO | $324K |
SMCISUPER MICRO COMPUTER INC | $323K |
TMOTHERMO FISHER SCIENTIFIC INC | $323K |
CHECHEMED CORP NEW | $319K |
SPYSPDR S&P 500 ETF TR | $317K |
VCSHVANGUARD SCOTTSDALE FDS | $309K |
VXUSVANGUARD STAR FDS | $299K |
LHXL3HARRIS TECHNOLOGIES INC | $298K |
ABTABBOTT LABS | $294K |
DDSDILLARDS INC | $287K |
INTCINTEL CORP | $282K |
TSNTYSON FOODS INC | $276K |
IGSBISHARES TR | $276K |
TAT&T INC | $275K |
DISDISNEY WALT CO | $275K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $257K |
MUMICRON TECHNOLOGY INC | $251K |
BKNGBOOKING HOLDINGS INC | $249K |
IDUISHARES TR | $242K |
SYBTSTOCK YDS BANCORP INC | $232K |
IXP*ISHARES TR | $231K |
FDXFEDEX CORP | $230K |
IYFISHARES TR | $227K |
IYCISHARES TR | $224K |
MDLZMONDELEZ INTL INC | $222K |
NSCNORFOLK SOUTHN CORP | $212K |
MUFGMITSUBISHI UFJ FINL GROUP IN | $159K |
NWBINORTHWEST BANCSHARES INC MD | $144K |
ENICENEL CHILE S.A. | $73K |
EGHT8X8 INC NEW | $41K |
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