Independent Solutions Wealth Management, LLC
Q4 2024 13F Holdings
- Locationwilliamsville, NY
- Num holdings
171
- Value ($000)
$457,315
- Date Filed02/11/2025
- Form type13F-HR
- CIK0001818391
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $18.95M | 4 % | 20,677 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $16.82M | 4 % | 165,680 | ||
AAPL APPLE INC | COM | 037833100 | $16.11M | 4 % | 64,349 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $14.87M | 3 % | 77,901 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $14.13M | 3 % | 105,254 | ||
AVGO BROADCOM INC | COM | 11135F101 | $11.86M | 3 % | 51,140 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $11.11M | 2 % | 114,679 | ||
LEXI LISTED FD TR | ALEXIS PRACTICAL | 53656F425 | $10.18M | 2 % | 337,755 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $9.70M | 2 % | 23,004 | ||
GVI ISHARES TR | INTRM GOV CR ETF | 464288612 | $9.56M | 2 % | 91,697 |
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