Independent Solutions Wealth Management, LLC
Q1 2025 13F Holdings
- Locationwilliamsville, NY
- Num holdings
173
- Value ($000)
$446,724
- Date Filed04/23/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $19.47M | 4 % | 20,585 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $15.80M | 4 % | 170,208 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $14.68M | 3 % | 77,037 | ||
AAPL APPLE INC | COM | 037833100 | $13.99M | 3 % | 62,997 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $11.51M | 3 % | 116,345 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $11.47M | 3 % | 105,809 | ||
LEXI LISTED FD TR | ALEXIS PRACTICAL | 53656F425 | $10.94M | 2 % | 373,450 | ||
GVI ISHARES TR | INTRM GOV CR ETF | 464288612 | $9.83M | 2 % | 92,764 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $9.53M | 2 % | 125,980 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $8.57M | 2 % | 22,837 |
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