Independent Solutions Wealth Management, LLC Top Holdings and 13F Report (2025) About Independent Solutions Wealth Management, LLCInvestment ActivityIndependent Solutions Wealth Management, LLC has $457.31 million in total holdings as of December 31, 2024.Independent Solutions Wealth Management, LLC owns shares of 171 different stocks, but just 67 companies or ETFs make up 80% of its holdings.Approximately 17.53% of the portfolio was purchased this quarter.About 8.98% of the portfolio was sold this quarter.This quarter, Independent Solutions Wealth Management, LLC has purchased 164 new stocks and bought additional shares in 59 stocks.Independent Solutions Wealth Management, LLC sold shares of 78 stocks and completely divested from 9 stocks this quarter.Largest Holdings Costco Wholesale $18,945,432iShares S&P 500 Growth ETF $16,821,496Apple $16,114,292iShares S&P 500 Value ETF $14,869,655NVIDIA $14,134,561 Largest New Holdings this Quarter APPLOVIN CORP $3,936,477 HoldingARISTA NETWORKS INC $3,419,246 HoldingPJT Partners $2,505,358 HoldingCasey's General Stores $1,996,999 HoldingMercadoLibre $1,396,061 Holding Largest Purchases this Quarter LISTED FD TR 282,836 shares (about $8.52M)Schwab U.S. Large-Cap Growth ETF 207,872 shares (about $5.79M)iShares Core S&P 500 ETF 9,799 shares (about $5.77M)iShares Short Treasury Bond ETF 50,372 shares (about $5.55M)Schwab U.S. Large-Cap Value ETF 186,659 shares (about $4.87M) Largest Sales this Quarter iShares S&P 500 Value ETF 23,967 shares (about $4.57M)iShares Core U.S. Aggregate Bond ETF 33,337 shares (about $3.23M)iShares Intermediate Government/Credit Bond ETF 27,584 shares (about $2.88M)iShares 1-3 Year Treasury Bond ETF 26,962 shares (about $2.21M)iShares Core S&P Total U.S. Stock Market ETF 15,685 shares (about $2.02M) 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$18,945,432$128,276 ▼-0.7%20,6774.1%Retail/WholesaleIVWiShares S&P 500 Growth ETF$16,821,496$1,667,834 ▼-9.0%165,6803.7%ETFAAPLApple$16,114,292$207,849 ▼-1.3%64,3493.5%Computer and TechnologyIVEiShares S&P 500 Value ETF$14,869,655$4,574,794 ▼-23.5%77,9013.3%ETFNVDANVIDIA$14,134,561$87,557 ▼-0.6%105,2543.1%Computer and TechnologyAVGOBroadcom$11,856,292$464,607 ▲4.1%51,1402.6%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$11,112,357$3,230,344 ▼-22.5%114,6792.4%FinanceLISTED FD TR$10,178,483$8,523,461 ▲515.0%337,7552.2%ALEXIS PRACTICALMSFTMicrosoft$9,696,063$220,020 ▼-2.2%23,0042.1%Computer and TechnologyGVIiShares Intermediate Government/Credit Bond ETF$9,557,585$2,875,082 ▼-23.1%91,6972.1%ETFIEFAiShares Core MSCI EAFE ETF$8,694,219$1,735,288 ▼-16.6%123,7081.9%ETFIJHiShares Core S&P Mid-Cap ETF$8,693,544$1,956,906 ▼-18.4%139,5211.9%ETFPALANTIR TECHNOLOGIES INC$8,386,916$266,218 ▼-3.1%110,8941.8%CL ASCHGSchwab U.S. Large-Cap Growth ETF$7,938,792$5,793,389 ▲270.0%284,8511.7%ETFTTDTrade Desk$7,827,504$263,502 ▲3.5%66,6001.7%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$7,695,331$4,866,193 ▲172.0%295,1801.7%ETFSHViShares Short Treasury Bond ETF$7,635,688$5,546,461 ▲265.5%69,3461.7%ETFAMZNAmazon.com$7,074,097$171,346 ▼-2.4%32,2441.5%Retail/WholesaleSHYiShares 1-3 Year Treasury Bond ETF$6,834,130$2,210,355 ▼-24.4%83,3631.5%ManufacturingITOTiShares Core S&P Total U.S. Stock Market ETF$6,822,631$2,017,400 ▼-22.8%53,0451.5%ETFIVViShares Core S&P 500 ETF$6,313,004$5,768,475 ▲1,059.4%10,7241.4%ETFSCHZSchwab U.S. Aggregate Bond ETF$6,185,829$2,690,250 ▲77.0%272,5031.4%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$5,303,072$2,276,389 ▲75.2%218,3231.2%ETFIJRiShares Core S&P Small-Cap ETF$5,227,591$858,265 ▼-14.1%45,3711.1%ETFMETAMeta Platforms$5,223,969$8,197 ▲0.2%8,9221.1%Computer and TechnologyCSCOCisco Systems$4,837,719$182,573 ▲3.9%81,7181.1%Computer and TechnologyVVisa$4,664,687$3,476 ▲0.1%14,7601.0%Business ServicesSCHOSchwab Short-Term U.S. Treasury ETF$4,342,536$1,823,289 ▲72.4%180,4880.9%ETFSHOPShopify$4,239,655$77,514 ▲1.9%39,8730.9%Computer and TechnologyXOMExxon Mobil$4,159,582$39,800 ▼-0.9%38,6690.9%Oils/EnergyAPPLOVIN CORP$3,936,477$3,936,477 ▲New Holding12,1560.9%COM CL ACPRTCopart$3,896,773$73,803 ▲1.9%67,9000.9%Business ServicesLAMRLamar Advertising$3,884,401$48,453 ▼-1.2%31,9070.8%FinanceSCHMSchwab U.S. Mid-Cap ETF$3,651,665$2,345,217 ▲179.5%131,7810.8%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$3,564,894$978,217 ▼-21.5%33,3670.8%FinanceETNEaton$3,559,976$73,675 ▲2.1%10,7270.8%Industrial ProductsCVXChevron$3,529,959$196,986 ▲5.9%24,3710.8%Oils/EnergySCHFSchwab International Equity ETF$3,481,215$1,619,211 ▲87.0%188,1740.8%ETFARISTA NETWORKS INC$3,419,246$3,419,246 ▲New Holding30,9350.7%COM SHSHDHome Depot$3,382,495$17,115 ▲0.5%8,6960.7%Retail/WholesaleHDViShares Core High Dividend ETF$3,322,406$476,426 ▼-12.5%29,5960.7%ETFKOCoca-Cola$3,169,594$124,831 ▼-3.8%50,9090.7%Consumer StaplesSCHBSchwab US Broad Market ETF$3,105,773$1,954,291 ▲169.7%136,8180.7%ETFBACBank of America$3,087,575$92,515 ▲3.1%70,2520.7%FinanceFRELFidelity MSCI Real Estate Index ETF$3,054,365$872,475 ▼-22.2%113,0410.7%ETFMOAltria Group$2,951,046$169,106 ▲6.1%56,4360.6%Consumer StaplesINTUIntuit$2,842,599$75,417 ▼-2.6%4,5230.6%Computer and TechnologyBXBlackstone$2,720,682$219,841 ▲8.8%15,7790.6%FinancePMPhilip Morris International$2,703,149$43,205 ▲1.6%22,4610.6%Consumer StaplesNOWServiceNow$2,642,006$5,301 ▼-0.2%2,4920.6%Computer and TechnologySCHDSchwab US Dividend Equity ETF$2,624,303$1,705,832 ▲185.7%96,0580.6%ETFIAUiShares Gold Trust$2,620,020$2,404,552 ▲1,116.0%52,9190.6%FinanceMCDMcDonald's$2,618,044$26,670 ▲1.0%9,0310.6%Retail/WholesaleGOOGLAlphabet$2,564,068$123,045 ▲5.0%13,5450.6%Computer and TechnologyPJTPJT Partners$2,505,358$2,505,358 ▲New Holding15,8760.5%FinanceFLOTiShares Floating Rate Bond ETF$2,406,420$1,665,506 ▲224.8%47,2960.5%ETFABBVAbbVie$2,386,689$47,979 ▼-2.0%13,4310.5%MedicalIBKRInteractive Brokers Group$2,368,681$29,151 ▲1.2%13,4070.5%FinanceAMGNAmgen$2,323,124$45,352 ▲2.0%8,9130.5%MedicalTXNTexas Instruments$2,254,574$78,190 ▼-3.4%12,0240.5%Computer and TechnologyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,208,684$1,690,930 ▲326.6%22,0120.5%ETFSRESempra$2,204,300$8,158 ▲0.4%25,1290.5%UtilitiesSHYGiShares 0-5 Year High Yield Corporate Bond ETF$2,204,130$1,647,856 ▲296.2%51,7280.5%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$2,190,610$218,869 ▼-9.1%106,0830.5%ETFJPSTJPMorgan Ultra-Short Income ETF$2,181,625$1,664,023 ▲321.5%43,3120.5%ETFQCOMQUALCOMM$2,160,512$113,218 ▲5.5%14,0640.5%Computer and TechnologyZSZscaler$2,132,296$17,680 ▼-0.8%11,8190.5%Computer and TechnologyJPMJPMorgan Chase & Co.$2,131,255$6,952 ▲0.3%8,8910.5%FinanceGOOGAlphabet$2,112,170$1,524 ▲0.1%11,0910.5%Computer and TechnologyIBMInternational Business Machines$2,097,001$5,276 ▼-0.3%9,5390.5%Computer and TechnologyPANWPalo Alto Networks$2,058,695$1,051,729 ▲104.4%11,3140.5%Computer and TechnologySCCOSouthern Copper$2,036,132$38,639 ▼-1.9%22,3430.4%Basic MaterialsARM HOLDINGS PLC$2,009,904$199,967 ▲11.0%16,2930.4%SPONSORED ADSCASYCasey's General Stores$1,996,999$1,996,999 ▲New Holding5,0400.4%Retail/WholesaleURIUnited Rentals$1,940,109$88,763 ▲4.8%2,7540.4%ConstructionSCHASchwab US Small-Cap ETF$1,880,241$831,353 ▲79.3%72,7080.4%ETFNFLXNetflix$1,872,886$26,743 ▼-1.4%2,1010.4%Consumer DiscretionaryMAMastercard$1,870,903$76,879 ▼-3.9%3,5530.4%Business ServicesJNJJohnson & Johnson$1,812,902$1,233,861 ▼-40.5%12,5360.4%MedicalGSThe Goldman Sachs Group$1,794,477$97,912 ▼-5.2%3,1340.4%FinanceMODModine Manufacturing$1,761,440$4,985 ▼-0.3%15,1940.4%Auto/Tires/TrucksWMTWalmart$1,746,511$1,084 ▼-0.1%19,3310.4%Retail/WholesalePSXPhillips 66$1,731,726$18,457 ▼-1.1%15,2000.4%Oils/EnergyPGProcter & Gamble$1,719,495$11,904 ▲0.7%10,2560.4%Consumer StaplesDELLDell Technologies$1,704,621$151,770 ▼-8.2%14,7920.4%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,682,620$185,128 ▲12.4%4,1900.4%ETFADBEAdobe$1,658,545$1,256,581 ▼-43.1%3,7300.4%Computer and TechnologyVLOValero Energy$1,625,2500.0%13,2580.4%Oils/EnergyMRKMerck & Co., Inc.$1,609,233$1,376,742 ▼-46.1%16,1760.4%MedicalHONHoneywell International$1,593,428$847,087 ▲113.5%7,0540.3%Multi-Sector ConglomeratesRACEFerrari$1,557,957$28,466 ▲1.9%3,6670.3%Auto/Tires/TrucksSCHHSchwab U.S. REIT ETF$1,521,774$206,367 ▼-11.9%72,2590.3%ETFENBEnbridge$1,507,071$15,232 ▲1.0%35,5190.3%Oils/EnergyRTXRTX$1,469,065$66,770 ▼-4.3%12,6950.3%AerospaceVZVerizon Communications$1,446,421$47,188 ▲3.4%36,1700.3%Computer and TechnologyMELIMercadoLibre$1,396,061$1,396,061 ▲New Holding8210.3%Retail/WholesalePNCThe PNC Financial Services Group$1,367,692$1,120,073 ▲452.3%7,0920.3%FinanceMANHManhattan Associates$1,320,393$48,373 ▲3.8%4,8860.3%Computer and TechnologyIOOiShares Global 100 ETF$1,306,483$1,306,483 ▲New Holding12,9650.3%ETFRYRoyal Bank of Canada$1,284,878$7,231 ▼-0.6%10,6620.3%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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