Filer Name: INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
CIK: 1818391
Period: 2024-12-31
Filed At: 2025-02-11
Number of Holdings: 171
Portfolio Value: $0.46B

Independent Solutions Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
COST US COSTCO WHOLESALE CORP 20,677 $19M 4.14% - -
IVW US ISHARES S&P 500 GROWTH ETF 165,680 $17M 3.68% - -
AAPL US APPLE INC 64,349 $16M 3.52% - -
IVE US ISHARES S&P 500 VALUE ETF 77,901 $15M 3.25% - -
NVDA US NVIDIA CORP 105,254 $14M 3.09% - -
AVGO US BROADCOM INC 51,140 $12M 2.59% - -
AGG US ISHARES CORE U.S. AGGREGATE 114,679 $11M 2.43% - -
LEXI US ALEXIS PRACTICAL TACTICAL ET 337,755 $10M 2.23% - -
MSFT US MICROSOFT CORP 23,004 $10M 2.12% - -
GVI US ISHARES INTERMEDIATE GOVERNM 91,697 $10M 2.09% - -
IJH US ISHARES CORE S&P MIDCAP ETF 139,521 $9M 1.90% - -
IEFA US ISHARES CORE MSCI EAFE ETF 123,708 $9M 1.90% - -
PLTR US PALANTIR TECHNOLOGIES INC-A 110,894 $8M 1.83% - -
SCHG US SCHWAB US LARGE-CAP GROWTH 284,851 $8M 1.74% - -
TTD US TRADE DESK INC/THE -CLASS A 66,600 $8M 1.71% - -
SCHV US SCHWAB US LARGE-CAP VALUE 295,180 $8M 1.68% - -
SHV US ISHARES SHORT TREASURY BOND 69,346 $8M 1.67% - -
AMZN US AMAZON.COM INC 32,244 $7M 1.55% - -
ITOT US ISHARES CORE S&P TOTAL U.S. 53,045 $7M 1.49% - -
SHY US ISHARES 1-3 YEAR TREASURY BO 83,363 $7M 1.49% - -
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