Independent Solutions Wealth Management, LLC Portfolio Holdings
Q3 2025•178 long positions•$563.0M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding195 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $21.2M 3.76% | +$487.0K Bought | — 175.5K shares | 171.5K → 175.5K +$487.0K | +2.35% | — — | Q4 2019 Held for 5y 11m | |
Consumer Electronics Technology | $21.1M 3.75% | +$621.8K Bought | 0.001% 82.9K shares | 80.4K → 82.9K +$621.8K | +3.04% | $3.78T Mega Cap | Q4 2019 Held for 5y 11m | |
Discount Stores Consumer Defensive | $19.5M 3.47% | +$432.3K Bought | 0.005% 21.1K shares | 20.6K → 21.1K +$432.3K | +2.26% | $410.27B Mega Cap | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $19.4M 3.44% | +$115.5K Bought | 0.0% 103.8K shares | 103.2K → 103.8K +$115.5K | +0.6% | $4.54T Mega Cap | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $16.2M 2.87% | +$74.2K Bought | 0.001% 49.0K shares | 48.8K → 49.0K +$74.2K | +0.46% | $1.56T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $16.1M 2.86% | +$39.2K Bought | — 78.0K shares | 77.8K → 78.0K +$39.2K | +0.24% | — — | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $16.1M 2.85% | -$1.7M Sold | 0.004% 88.1K shares | 97.4K → 88.1K −$1.7M | -9.61% | $432.76B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $15.8M 2.8% | +$1.9M Bought | — 453.7K shares | 399.2K → 453.7K +$1.9M | +13.67% | — — | Q1 2024 Held for 1y 8m | |
Software - Infrastructure Technology | $11.9M 2.12% | +$264.2K Bought | 0.0% 23.0K shares | 22.5K → 23.0K +$264.2K | +2.26% | $3.85T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $11.7M 2.09% | +$50.5K Bought | — 117.2K shares | 116.7K → 117.2K +$50.5K | +0.43% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $10.9M 1.93% | -$78.9K Sold | — 124.5K shares | 125.4K → 124.5K −$78.9K | -0.72% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $10.3M 1.84% | +$1.4M Bought | — 93.6K shares | 80.9K → 93.6K +$1.4M | +15.68% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $10.0M 1.77% | +$17.3K Bought | — 92.9K shares | 92.8K → 92.9K +$17.3K | +0.17% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $9.6M 1.71% | +$105.3K Bought | — 301.4K shares | 298.1K → 301.4K +$105.3K | +1.11% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $9.2M 1.64% | -$28.5K Sold | — 141.4K shares | 141.9K → 141.4K −$28.5K | -0.31% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $9.2M 1.64% | +$143.0K Bought | — 317.0K shares | 312.1K → 317.0K +$143.0K | +1.57% | — — | Q4 2019 Held for 5y 11m | |
Software - Application Technology | $8.9M 1.59% | +$609.3K Bought | 0.004% 12.4K shares | 11.6K → 12.4K +$609.3K | +7.32% | $243.05B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $7.6M 1.35% | -$101.7K Sold | — 52.4K shares | 53.1K → 52.4K −$101.7K | -1.32% | — — | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $7.4M 1.31% | -$333.0K Sold | 0.006% 51.6K shares | 53.9K → 51.6K −$333.0K | -4.31% | $127.24B Large Cap | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $7.3M 1.29% | +$240.0K Bought | 0.0% 33.2K shares | 32.1K → 33.2K +$240.0K | +3.41% | $2.34T Mega Cap | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $7.1M 1.27% | +$802.7K Bought | 0.0% 29.4K shares | 26.1K → 29.4K +$802.7K | +12.67% | $2.95T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $7.0M 1.25% | +$25.1K Bought | — 84.8K shares | 84.5K → 84.8K +$25.1K | +0.36% | — — | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $6.9M 1.22% | +$215.2K Bought | 0.0% 9.4K shares | 9.1K → 9.4K +$215.2K | +3.23% | $1.84T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $6.6M 1.16% | -$50.3K Sold | — 279.3K shares | 281.5K → 279.3K −$50.3K | -0.76% | — — | Q4 2019 Held for 5y 11m | |
Unknown Unknown | $6.0M 1.06% | +$968.8K Bought | — 82.0K shares | 68.7K → 82.0K +$968.8K | +19.38% | — — | Q3 2024 Held for 1y 2m | |
Communication Equipment Technology | $5.9M 1.06% | +$191.1K Bought | 0.002% 86.8K shares | 84.0K → 86.8K +$191.1K | +3.32% | $270.48B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $5.9M 1.05% | -$62.9K Sold | — 8.9K shares | 9.0K → 8.9K −$62.9K | -1.05% | — — | Q4 2022 Held for 2y 11m | |
Software - Application Technology | $5.7M 1.02% | -$79.1K Sold | 0.003% 38.6K shares | 39.1K → 38.6K −$79.1K | -1.36% | $193.14B Large Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $5.6M 1.0% | -$46.9K Sold | — 47.4K shares | 47.8K → 47.4K −$46.9K | -0.83% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $5.6M 0.988% | -$62.2K Sold | — 221.4K shares | 223.9K → 221.4K −$62.2K | -1.11% | — — | Q4 2019 Held for 5y 11m | |
Financial - Credit Services Financial Services | $5.1M 0.907% | +$208.2K Bought | 0.001% 15.0K shares | 14.3K → 15.0K +$208.2K | +4.25% | $662.60B Mega Cap | Q4 2019 Held for 5y 11m | |
Entertainment Communication Services | $4.9M 0.866% | +$103.1K Bought | 0.001% 4.1K shares | 4.0K → 4.1K +$103.1K | +2.16% | $509.45B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $4.8M 0.856% | -$82.6K Sold | — 197.6K shares | 201.0K → 197.6K −$82.6K | -1.69% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $4.8M 0.854% | -$3.9K Sold | — 206.4K shares | 206.6K → 206.4K −$3.9K | -0.08% | — — | Q4 2019 Held for 5y 11m | |
Computer Hardware Technology | $4.6M 0.811% | +$10.5K Bought | 0.002% 31.3K shares | 31.3K → 31.3K +$10.5K | +0.23% | $183.14B Large Cap | Q2 2022 Held for 3y 5m | |
Oil & Gas Integrated Energy | $4.4M 0.775% | +$105.1K Bought | 0.001% 38.7K shares | 37.8K → 38.7K +$105.1K | +2.47% | $480.68B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $4.3M 0.771% | +$76.2K Bought | — 146.4K shares | 143.8K → 146.4K +$76.2K | +1.79% | — — | Q4 2019 Held for 5y 11m | |
Industrial - Machinery Industrials | $4.1M 0.735% | +$79.7K Bought | 0.003% 11.1K shares | 10.8K → 11.1K +$79.7K | +1.96% | $145.70B Large Cap | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $4.1M 0.733% | -$18.1K Sold | 0.003% 8.4K shares | 8.4K → 8.4K −$18.1K | -0.44% | $123.06B Large Cap | Q3 2020 Held for 5y 2m | |
Oil & Gas Integrated Energy | $4.1M 0.722% | +$112.6K Bought | 0.001% 26.2K shares | 25.4K → 26.2K +$112.6K | +2.85% | $312.88B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.9M 0.702% | +$206.3K Bought | — 35.4K shares | 33.6K → 35.4K +$206.3K | +5.51% | — — | Q4 2019 Held for 5y 11m | |
Tobacco Consumer Defensive | $3.9M 0.698% | +$234.0K Bought | 0.004% 59.5K shares | 56.0K → 59.5K +$234.0K | +6.33% | $110.97B Large Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.8M 0.678% | +$21.9K Bought | — 148.4K shares | 147.6K → 148.4K +$21.9K | +0.58% | — — | Q4 2019 Held for 5y 11m | |
Home Improvement Consumer Cyclical | $3.8M 0.672% | +$249.6K Bought | 0.001% 9.3K shares | 8.7K → 9.3K +$249.6K | +7.07% | $403.32B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.8M 0.667% | +$106.5K Bought | — 30.7K shares | 29.8K → 30.7K +$106.5K | +2.92% | — — | Q4 2019 Held for 5y 11m | |
REIT - Specialty Real Estate | $3.7M 0.664% | -$39.4K Sold | 0.03% 30.5K shares | 30.9K → 30.5K −$39.4K | -1.04% | $12.4B Large Cap | Q2 2020 Held for 5y 5m | |
Tobacco Consumer Defensive | $3.7M 0.649% | +$114.5K Bought | 0.001% 22.5K shares | 21.8K → 22.5K +$114.5K | +3.23% | $252.48B Mega Cap | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $3.6M 0.648% | +$36.3K Bought | 0.008% 12.2K shares | 12.1K → 12.2K +$36.3K | +1.0% | $47.4B Large Cap | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $3.6M 0.647% | +$410.5K Bought | 0.005% 17.0K shares | 15.1K → 17.0K +$410.5K | +12.7% | $74.8B Large Cap | Q1 2024 Held for 1y 8m | |
Beverages - Non-Alcoholic Consumer Defensive | $3.6M 0.633% | +$81.0K Bought | 0.001% 53.8K shares | 52.5K → 53.8K +$81.0K | +2.33% | $285.42B Mega Cap | Q4 2020 Held for 4y 11m |
