Independent Solutions Wealth Management, LLC Top Holdings and 13F Report (2025) About Independent Solutions Wealth Management, LLCInvestment ActivityIndependent Solutions Wealth Management, LLC has $446.72 million in total holdings as of March 31, 2025.Independent Solutions Wealth Management, LLC owns shares of 173 different stocks, but just 67 companies or ETFs make up 80% of its holdings.Approximately 4.88% of the portfolio was purchased this quarter.About 3.65% of the portfolio was sold this quarter.This quarter, Independent Solutions Wealth Management, LLC has purchased 171 new stocks and bought additional shares in 76 stocks.Independent Solutions Wealth Management, LLC sold shares of 72 stocks and completely divested from 13 stocks this quarter.Largest Holdings Costco Wholesale $19,468,620iShares S&P 500 Growth ETF $15,800,433iShares S&P 500 Value ETF $14,681,694Apple $13,993,583iShares Core U.S. Aggregate Bond ETF $11,508,591 Largest New Holdings this Quarter 464287705 - iShares S&P Mid-Cap 400 Value ETF $1,316,312 Holding654106103 - NIKE $840,348 Holding922908736 - Vanguard Growth ETF $698,625 Holding922908744 - Vanguard Value ETF $575,051 Holding922908751 - Vanguard Small-Cap ETF $574,859 Holding Largest Purchases this Quarter Devon Energy 58,163 shares (about $2.18M)Netflix 1,945 shares (about $1.81M)CrowdStrike 5,054 shares (about $1.78M)iShares S&P Mid-Cap 400 Value ETF 10,994 shares (about $1.32M)LISTED FD TR 35,695 shares (about $1.05M) Largest Sales this Quarter The Goldman Sachs Group 2,090 shares (about $1.14M)Interactive Brokers Group 6,219 shares (about $1.03M)PALANTIR TECHNOLOGIES INC 10,898 shares (about $919.79K)Dell Technologies 9,305 shares (about $848.14K)Dillard's 1,600 shares (about $573.01K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIndependent Solutions Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCOSTCostco Wholesale$19,468,620$87,011 ▼-0.4%20,5854.4%Retail/WholesaleIVWiShares S&P 500 Growth ETF$15,800,433$420,335 ▲2.7%170,2083.5%ETFIVEiShares S&P 500 Value ETF$14,681,694$164,661 ▼-1.1%77,0373.3%ETFAAPLApple$13,993,583$300,321 ▼-2.1%62,9973.1%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$11,508,591$164,797 ▲1.5%116,3452.6%FinanceNVDANVIDIA$11,467,581$60,151 ▲0.5%105,8092.6%Computer and TechnologyLISTED FD TR$10,938,351$1,045,507 ▲10.6%373,4502.4%ALEXIS PRACTICALGVIiShares Intermediate Government/Credit Bond ETF$9,834,838$113,123 ▲1.2%92,7642.2%ETFIEFAiShares Core MSCI EAFE ETF$9,530,409$171,877 ▲1.8%125,9802.1%ETFMSFTMicrosoft$8,572,729$62,690 ▼-0.7%22,8371.9%Computer and TechnologyPALANTIR TECHNOLOGIES INC$8,439,666$919,792 ▼-9.8%99,9961.9%CL AAVGOBroadcom$8,412,605$149,681 ▼-1.7%50,2461.9%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$8,277,468$74,434 ▲0.9%140,7871.9%ETFSHViShares Short Treasury Bond ETF$8,175,476$515,517 ▲6.7%74,0131.8%ETFSCHVSchwab U.S. Large-Cap Value ETF$8,134,398$288,525 ▲3.7%306,0351.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$7,329,849$197,190 ▲2.8%292,7261.6%ETFSHYiShares 1-3 Year Treasury Bond ETF$6,973,543$76,939 ▲1.1%84,2931.6%ManufacturingSCHZSchwab U.S. Aggregate Bond ETF$6,576,095$264,927 ▲4.2%283,9421.5%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$6,462,942$9,029 ▼-0.1%52,9711.4%ETFAMZNAmazon.com$6,045,966$88,853 ▼-1.4%31,7771.4%Retail/WholesaleIVViShares Core S&P 500 ETF$5,858,039$140,396 ▼-2.3%10,4731.3%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$5,653,326$225,828 ▲4.2%227,4071.3%ETFMETAMeta Platforms$5,161,363$19,020 ▲0.4%8,9551.2%Computer and TechnologyCSCOCisco Systems$5,057,924$17,087 ▲0.3%81,9951.1%Computer and TechnologyVVisa$5,018,895$153,851 ▼-3.0%14,3211.1%Business ServicesIJRiShares Core S&P Small-Cap ETF$4,925,437$182,319 ▲3.8%47,1151.1%ETFXOMExxon Mobil$4,559,732$39,128 ▼-0.9%38,3401.0%EnergySCHOSchwab Short-Term U.S. Treasury ETF$4,540,931$147,842 ▲3.4%186,5621.0%ETFCVXChevron$4,110,890$33,793 ▲0.8%24,5730.9%EnergySCHFSchwab International Equity ETF$3,959,101$237,023 ▲6.4%200,1570.9%ETFCPRTCopart$3,890,668$48,215 ▲1.3%68,7520.9%Business ServicesSHOPShopify$3,811,811$4,774 ▲0.1%39,9230.9%Computer and TechnologyNFLXNetflix$3,773,250$1,813,883 ▲92.6%4,0460.8%Consumer DiscretionaryKOCoca-Cola$3,748,877$102,775 ▲2.8%52,3440.8%Consumer StaplesLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$3,667,456$40,759 ▲1.1%33,7420.8%FinanceTTDTrade Desk$3,636,803$7,551 ▼-0.2%66,4620.8%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$3,572,962$120,310 ▲3.5%136,3730.8%ETFLAMRLamar Advertising$3,500,823$129,597 ▼-3.6%30,7680.8%FinanceHDViShares Core High Dividend ETF$3,487,130$97,501 ▼-2.7%28,7910.8%ETFPMPhilip Morris International$3,401,224$163,966 ▼-4.6%21,4280.8%Consumer StaplesMOAltria Group$3,381,227$1,439 ▼0.0%56,4120.8%Consumer StaplesAPPLOVIN CORP$3,170,896$50,079 ▼-1.6%11,9670.7%COM CL AHDHome Depot$3,161,923$24,920 ▼-0.8%8,6280.7%Retail/WholesaleFRELFidelity MSCI Real Estate Index ETF$3,149,913$44,666 ▲1.4%114,6670.7%ETFSCHBSchwab US Broad Market ETF$3,055,686$109,997 ▲3.7%141,9270.7%ETFIAUiShares Gold Trust$2,956,608$163,496 ▼-5.2%50,1460.7%FinanceCRWDCrowdStrike$2,947,569$1,781,939 ▲152.9%8,3600.7%Computer and TechnologyETNEaton$2,917,642$1,631 ▲0.1%10,7330.7%IndustrialsMCDMcDonald's$2,851,075$29,988 ▲1.1%9,1270.6%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$2,832,814$147,041 ▲5.5%101,3170.6%ETFINTUIntuit$2,819,976$42,978 ▲1.5%4,5930.6%Computer and TechnologyAMGNAmgen$2,799,948$23,055 ▲0.8%8,9870.6%MedicalABBVAbbVie$2,782,635$31,428 ▼-1.1%13,2810.6%MedicalBACBank of America$2,626,194$305,422 ▼-10.4%62,9330.6%FinanceFLOTiShares Floating Rate Bond ETF$2,609,319$194,858 ▲8.1%51,1130.6%ETFIBMInternational Business Machines$2,567,158$206,630 ▲8.8%10,3740.6%Computer and TechnologyDVNDevon Energy$2,537,375$2,175,304 ▲600.8%67,8440.6%EnergyARISTA NETWORKS INC$2,402,422$5,579 ▲0.2%31,0070.5%COM SHSSHYGiShares 0-5 Year High Yield Corporate Bond ETF$2,393,068$193,594 ▲8.8%56,2810.5%ETFJPSTJPMorgan Ultra-Short Income ETF$2,388,977$196,090 ▲8.9%47,1850.5%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,383,788$168,941 ▲7.6%23,6910.5%ETFZSZscaler$2,363,414$18,255 ▲0.8%11,9110.5%Computer and TechnologyJNJJohnson & Johnson$2,310,770$232,436 ▲11.2%13,9380.5%MedicalBSCPInvesco BulletShares 2025 Corporate Bond ETF$2,268,080$74,283 ▲3.4%109,6750.5%ETFCASYCasey's General Stores$2,249,211$61,634 ▲2.8%5,1820.5%Retail/WholesalePJTPJT Partners$2,228,683$39,709 ▲1.8%16,1640.5%FinanceBXBlackstone$2,192,868$12,720 ▼-0.6%15,6880.5%FinanceQCOMQUALCOMM$2,186,849$38,494 ▲1.8%14,3160.5%Computer and TechnologyTXNTexas Instruments$2,145,933$14,735 ▼-0.7%11,9420.5%Computer and TechnologySCCOSouthern Copper$2,119,979$31,777 ▲1.5%22,6830.5%Basic MaterialsGOOGLAlphabet$2,072,021$22,577 ▼-1.1%13,3990.5%Computer and TechnologyJPMJPMorgan Chase & Co.$2,052,418$128,537 ▼-5.9%8,3670.5%FinancePANWPalo Alto Networks$1,922,430$8,191 ▼-0.4%11,2660.4%Computer and TechnologyPSXPhillips 66$1,892,069$15,188 ▲0.8%15,3230.4%EnergySCHASchwab US Small-Cap ETF$1,832,478$128,935 ▲7.6%78,2110.4%ETFSRESempra$1,827,445$34,253 ▲1.9%25,6090.4%UtilitiesMAMastercard$1,813,181$134,289 ▼-6.9%3,3080.4%Business ServicesVLOValero Energy$1,773,913$22,980 ▲1.3%13,4320.4%EnergyARM HOLDINGS PLC$1,769,617$29,688 ▲1.7%16,5710.4%SPONSORED ADSURIUnited Rentals$1,761,775$35,724 ▲2.1%2,8110.4%ConstructionGOOGAlphabet$1,677,354$55,464 ▼-3.2%10,7360.4%Computer and TechnologyPGProcter & Gamble$1,664,884$82,997 ▼-4.7%9,7690.4%Consumer StaplesMELIMercadoLibre$1,654,338$52,673 ▲3.3%8480.4%Retail/WholesaleWMTWalmart$1,648,116$65,786 ▼-3.8%18,5890.4%Retail/WholesaleSCHHSchwab U.S. REIT ETF$1,638,521$84,233 ▲5.4%76,1750.4%ETFRTXRTX$1,611,521$70,072 ▼-4.2%12,1660.4%AerospaceRACEFerrari$1,596,061$26,958 ▲1.7%3,7300.4%Auto/Tires/TrucksHONHoneywell International$1,559,539$65,854 ▲4.4%7,3650.3%Multi-Sector ConglomeratesENBEnbridge$1,554,306$19,541 ▼-1.2%35,0780.3%EnergyVZVerizon Communications$1,547,819$88,679 ▼-5.4%34,2100.3%Computer and TechnologyMRKMerck & Co., Inc.$1,532,423$80,427 ▲5.5%17,0720.3%MedicalIWFiShares Russell 1000 Growth ETF$1,414,606$91,288 ▼-6.1%3,9360.3%ETFMTUMiShares MSCI USA Momentum Factor ETF$1,344,973$100,459 ▲8.1%6,6540.3%ETFIJJiShares S&P Mid-Cap 400 Value ETF$1,316,312$1,316,312 ▲New Holding10,9940.3%ETFIOOiShares Global 100 ETF$1,311,277$62,877 ▲5.0%13,6180.3%ETFSNASnap-on$1,253,003$27,972 ▲2.3%3,7180.3%Consumer DiscretionaryADBEAdobe$1,246,377$184,080 ▼-12.9%3,2500.3%Computer and TechnologyMPCMarathon Petroleum$1,236,617$52,448 ▼-4.1%8,4880.3%EnergyMODModine Manufacturing$1,198,375$32,235 ▲2.8%15,6140.3%Auto/Tires/TrucksIBKRInteractive Brokers Group$1,190,185$1,029,739 ▼-46.4%7,1880.3%FinanceShowing largest 100 holdings. 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