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Independent Solutions Wealth Management, LLC13F | |
| Independent Solutions Wealth Management, LLC | |
| Last update 2025-04-23 | 173 Stocks (15 new) |
| Value $447.00 Mil | Turnover 5 % |
Independent Solutions Wealth M... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COST | Costco Wholesale Corp | 20,585 | 19,468.6 | -0.44% | 4.360 | -0.02% | 0.000 | -3.72% | +3.01% | 417,582.5 | Retail - Defensive | |
IVW | iShares S&P 500 Growth ETF | 170,208 | 15,800.4 | +2.73% | 3.540 | +0.09% | 0.030 | +26.89% | +10.29% | 61,544.3 | ||
IVE | iShares S&P 500 Value ETF | 77,037 | 14,681.7 | -1.11% | 3.290 | -0.04% | 0.040 | +11.74% | +4.19% | 39,785.8 | ||
AAPL | Apple Inc | 62,997 | 13,993.6 | -2.10% | 3.130 | -0.07% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 116,345 | 11,508.6 | +1.45% | 2.580 | +0.04% | 0.010 | +1.14% | +1.72% | 128,438.9 | ||
NVDA | NVIDIA Corp | 105,809 | 11,467.6 | +0.53% | 2.570 | +0.01% | 0.000 | +68.92% | +24.40% | 4,073,453.7 | Semiconductors | |
LEXI | Alexis Practical Tactical ETF | 373,450 | 10,938.4 | +10.57% | 2.450 | +0.23% | 10.460 | +16.86% | +8.91% | 125.3 | ||
GVI |
iShares Intermediate Government/Credit Bond ETF
iShares Intermediate Government/Credit Bond ETF
| 92,764 | 9,834.8 | +1.16% | 2.200 | +0.03% | 0.290 | +0.94% | +2.15% | 3,503.0 | ||
IEFA | iShares Core MSCI EAFE ETF | 125,980 | 9,530.4 | +1.84% | 2.130 | +0.04% | 0.010 | +8.99% | +18.80% | 144,033.5 | ||
MSFT | Microsoft Corp | 22,837 | 8,572.7 | -0.73% | 1.920 | -0.02% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software |
Independent Solutions Wealth Management, LLC's Historical Top Holdings Breakdowns
Independent Solutions Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NOW | ServiceNow Inc | 2025-03-31 | Sold Out Sold Out | -0.58% | 783.83 ($963.73) 1170.39 | $962.37 | -0.14% | Sold Out | 0 | -2,492 | |
DVN | Devon Energy Corp | 2025-03-31 | Add Add | +0.49% | 33.15 ($35.5) 38.55 | $32.81 | -7.58% | Add 600.8% | 67,844 | 58,163 | |
CRWD | CrowdStrike Holdings Inc | 2025-03-31 | Add Add | +0.40% | 308.86 ($381.06) 455.36 | $471.23 | 23.66% | Add 152.87% | 8,360 | 5,054 | |
NFLX | Netflix Inc | 2025-03-31 | Add Add | +0.40% | 828.4 ($951.01) 1058.6 | $1,190.08 | 25.14% | Add 92.57% | 4,046 | 1,945 | |
IJJ | iShares S&P Mid-Cap 400 Value ETF | 2025-03-31 | New Buy New Buy | +0.29% | 117.4 ($125.21) 131.02 | $128.07 | 2.28% | New holding | 10,994 | 10,994 | |
MANH | Manhattan Associates Inc | 2025-03-31 | Sold Out Sold Out | -0.29% | 163.5 ($208.27) 295.1 | $202.79 | -2.63% | Sold Out | 0 | -4,886 | |
GS | The Goldman Sachs Group Inc | 2025-03-31 | Reduce Reduce | -0.26% | 524.81 ($601.74) 672.19 | $700.41 | 16.40% | Reduce -66.69% | 1,044 | -2,090 | |
IBKR | Interactive Brokers Group Inc | 2025-03-31 | Reduce Reduce | -0.24% | 40.26 ($49.55) 58.88 | $62.25 | 25.63% | Reduce -46.39% | 28,752 | -6,219 | |
DELL | Dell Technologies Inc | 2025-03-31 | Reduce Reduce | -0.23% | 90.34 ($105.78) 124.66 | $124.33 | 17.54% | Reduce -62.91% | 5,487 | -9,305 | |
LEXI | Alexis Practical Tactical ETF | 2025-03-31 | Add Add | +0.23% | 28.73 ($30.33) 31.33 | $32.82 | 8.21% | Add 10.57% | 373,450 | 35,695 |
Independent Solutions Wealth Management, LLC Total Holding History ($B)
Independent Solutions Wealth Management, LLC's Asset Allocation
Independent Solutions Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Independent Solutions Wealth Management, LLC's Hypothetical Growth since 2025-03-31
Independent Solutions Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Independent Solutions Wealth Management, LLC's Holdings Heat Map
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Independent Solutions Wealth Management, LLC's Holdings Bubble Chart
Independent Solutions Wealth Management, LLC News
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