Independent Solutions Wealth Management, LLC Q4 2024 Filing
Filed February 11, 2025
Portfolio Value
$457.3M
Holdings
171
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (171 positions)
| Stock | Value |
|---|---|
COSTCOSTCO WHSL CORP NEW | $18.9M |
IVWISHARES TR | $16.8M |
AAPLAPPLE INC | $16.1M |
IVEISHARES TR | $14.9M |
NVDANVIDIA CORPORATION | $14.1M |
AVGOBROADCOM INC | $11.9M |
AGGISHARES TR | $11.1M |
LEXILISTED FD TR | $10.2M |
MSFTMICROSOFT CORP | $9.7M |
GVIISHARES TR | $9.6M |
AQLTISHARES TR | $8.7M |
IJHISHARES TR | $8.7M |
PLTRPALANTIR TECHNOLOGIES INC | $8.4M |
SCHGSCHWAB STRATEGIC TR | $7.9M |
TTDTHE TRADE DESK INC | $7.8M |
SCHVSCHWAB STRATEGIC TR | $7.7M |
SHVISHARES TR | $7.6M |
AMZNAMAZON COM INC | $7.1M |
SHYISHARES TR | $6.8M |
ITOTISHARES TR | $6.8M |
IVVISHARES TR | $6.3M |
SCHZSCHWAB STRATEGIC TR | $6.2M |
SCHRSCHWAB STRATEGIC TR | $5.3M |
IJRISHARES TR | $5.2M |
METAMETA PLATFORMS INC | $5.2M |
CSCOCISCO SYS INC | $4.8M |
VVISA INC | $4.7M |
SCHOSCHWAB STRATEGIC TR | $4.3M |
SHOPSHOPIFY INC | $4.2M |
XOMEXXON MOBIL CORP | $4.2M |
APPAPPLOVIN CORP | $3.9M |
CPRTCOPART INC | $3.9M |
LAMRLAMAR ADVERTISING CO NEW | $3.9M |
SCHMSCHWAB STRATEGIC TR | $3.7M |
LQDISHARES TR | $3.6M |
ETNEATON CORP PLC | $3.6M |
CVXCHEVRON CORP NEW | $3.5M |
SCHFSCHWAB STRATEGIC TR | $3.5M |
ANETARISTA NETWORKS INC | $3.4M |
HDHOME DEPOT INC | $3.4M |
HDVISHARES TR | $3.3M |
KOCOCA COLA CO | $3.2M |
SCHBSCHWAB STRATEGIC TR | $3.1M |
BACBANK AMERICA CORP | $3.1M |
FRELFIDELITY COVINGTON TRUST | $3.1M |
MOALTRIA GROUP INC | $3.0M |
INTUINTUIT | $2.8M |
BXBLACKSTONE INC | $2.7M |
4I1PHILIP MORRIS INTL INC | $2.7M |
NOWSERVICENOW INC | $2.6M |
SCHDSCHWAB STRATEGIC TR | $2.6M |
IAU*ISHARES GOLD TR | $2.6M |
MCDMCDONALDS CORP | $2.6M |
GOOGLALPHABET INC | $2.6M |
PJTPJT PARTNERS INC | $2.5M |
FLOTISHARES TR | $2.4M |
ABBVABBVIE INC | $2.4M |
IBKRINTERACTIVE BROKERS GROUP IN | $2.4M |
AMGNAMGEN INC | $2.3M |
TXNTEXAS INSTRS INC | $2.3M |
MINTPIMCO ETF TR | $2.2M |
SRESEMPRA | $2.2M |
SHYGISHARES TR | $2.2M |
BSCPINVESCO EXCH TRD SLF IDX FD | $2.2M |
JPSTJ P MORGAN EXCHANGE TRADED F | $2.2M |
QCOMQUALCOMM INC | $2.2M |
ZSZSCALER INC | $2.1M |
JPMJPMORGAN CHASE & CO. | $2.1M |
GOOGALPHABET INC | $2.1M |
IBMINTERNATIONAL BUSINESS MACHS | $2.1M |
PANWPALO ALTO NETWORKS INC | $2.1M |
SCCOSOUTHERN COPPER CORP | $2.0M |
ARMARM HOLDINGS PLC | $2.0M |
CASYCASEYS GEN STORES INC | $2.0M |
URIUNITED RENTALS INC | $1.9M |
SCHASCHWAB STRATEGIC TR | $1.9M |
NFLXNETFLIX INC | $1.9M |
MAMASTERCARD INCORPORATED | $1.9M |
JNJJOHNSON & JOHNSON | $1.8M |
GSGOLDMAN SACHS GROUP INC | $1.8M |
MODMODINE MFG CO | $1.8M |
WMTWALMART INC | $1.7M |
PSXPHILLIPS 66 | $1.7M |
PGPROCTER AND GAMBLE CO | $1.7M |
DELLDELL TECHNOLOGIES INC | $1.7M |
IWFISHARES TR | $1.7M |
ADBEADOBE INC | $1.7M |
VLOVALERO ENERGY CORP | $1.6M |
MRKMERCK & CO INC | $1.6M |
HONHONEYWELL INTL INC | $1.6M |
RACEFERRARI N V | $1.6M |
SCHHSCHWAB STRATEGIC TR | $1.5M |
ENBENBRIDGE INC | $1.5M |
RTXRTX CORPORATION | $1.5M |
BACVERIZON COMMUNICATIONS INC | $1.4M |
MLB1MERCADOLIBRE INC | $1.4M |
PNCPNC FINL SVCS GROUP INC | $1.4M |
MANHMANHATTAN ASSOCIATES INC | $1.3M |
IOOISHARES TR | $1.3M |
RYROYAL BK CDA | $1.3M |
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