Independent-Solutions-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "SMCI",
  "ARM",
  "MU",
  "ZS",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "GOOGL",
  "AXP",
  "SCHH",
  "T",
  "AVGO",
  "APP",
  "CP.TO",
  null,
  "CCI",
  "CMI",
  "NWBI",
  null,
  null,
  "IBKR",
  "GILD",
  "HON",
  "HD",
  "MCD",
  "INTU",
  null,
  null,
  "UNP",
  "QCOM",
  "SYBT",
  "SCCO",
  "LAMR",
  "BKNG",
  "META",
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  "LHX",
  "LRCX",
  null,
  "EGHT",
  "MPC",
  "MRVL",
  "MA",
  "MSFT",
  "MDLZ",
  "MUFG",
  "BX",
  "IJR",
  "ANET",
  "IRT",
  "IWF",
  "PANW",
  "PEP",
  "PNC",
  null,
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "IEFA",
  "RY",
  null,
  "SHOP",
  "SRE",
  "SNA",
  "RTX",
  "GLD",
  "IBM",
  "TXN",
  "TMO",
  "TSN",
  "NEM",
  null,
  "TTE",
  "MOD",
  "NFG",
  "F",
  "WM",
  "ENIC",
  "PJT",
  "RACE",
  null,
  "AMZN",
  "SCHB",
  "IVE",
  null,
  null,
  null,
  "VUG",
  "VLO",
  "VEA",
  null,
  "VXUS",
  "VB",
  "VTV",
  "V",
  "VIRT",
  "WMT",
  null,
  "GRMN",
  "MTB",
  "SCHD",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "NSC",
  null,
  "TTD",
  "PSX",
  "CRM",
  "MTUM",
  "MELI",
  null,
  "FDX",
  "BAC",
  "BRK-B",
  "BDX",
  "CASY",
  "CHE",
  "CVX",
  "CSCO",
  "NET",
  "KO",
  "CMC",
  "STZ",
  "CPRT",
  "COST",
  "GLW",
  "CRWD",
  "DELL",
  "DVN",
  "DDS",
  "DFS",
  "IJJ",
  "NKE",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "MO",
  "ITOT",
  "URI",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 173
Total Value: 446724395
Accession Number: 0001085146-25-002266
Form Type: 13F-HR
CIK: independent-solutions-wealth-management
Manager Name: Independent-Solutions-Wealth-Management

Data Enrichment

84% identified

145 identified28 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

173 positions • $446.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287200

IVV|464287200

Shares:10.5K

Value:$5.9M

% of Portfolio:1.3% ($5.9M/$446.7M)

808524854

Shares:227.4K

Value:$5.7M

% of Portfolio:1.3% ($5.7M/$446.7M)

Meta Platforms, Inc.

META|30303M102

Shares:9.0K

Value:$5.2M

% of Portfolio:1.2% ($5.2M/$446.7M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:82.0K

Value:$5.1M

% of Portfolio:1.1% ($5.1M/$446.7M)

VISA INC.

V|92826C839

Shares:14.3K

Value:$5.0M

% of Portfolio:1.1% ($5.0M/$446.7M)

464287804

IJR|464287804

Shares:47.1K

Value:$4.9M

% of Portfolio:1.1% ($4.9M/$446.7M)

EXXON MOBIL CORP

XOM|30231G102

Shares:38.3K

Value:$4.6M

% of Portfolio:1.0% ($4.6M/$446.7M)

808524862

Shares:186.6K

Value:$4.5M

% of Portfolio:1.0% ($4.5M/$446.7M)

CHEVRON CORP

CVX|166764100

Shares:24.6K

Value:$4.1M

% of Portfolio:0.9% ($4.1M/$446.7M)

808524805

SCHF|808524805

Shares:200.2K

Value:$4.0M

% of Portfolio:0.9% ($4.0M/$446.7M)

COPART INC

CPRT|217204106

Shares:68.8K

Value:$3.9M

% of Portfolio:0.9% ($3.9M/$446.7M)

SHOPIFY INC.

SHOP|82509L107

Shares:39.9K

Value:$3.8M

% of Portfolio:0.9% ($3.8M/$446.7M)

NETFLIX INC

NFLX|64110L106

Shares:4.0K

Value:$3.8M

% of Portfolio:0.8% ($3.8M/$446.7M)

COCA COLA CO

KO|191216100

Shares:52.3K

Value:$3.7M

% of Portfolio:0.8% ($3.7M/$446.7M)

464287242

Shares:33.7K

Value:$3.7M

% of Portfolio:0.8% ($3.7M/$446.7M)

Trade Desk, Inc.

TTD|88339J105

Shares:66.5K

Value:$3.6M

% of Portfolio:0.8% ($3.6M/$446.7M)

808524508

Shares:136.4K

Value:$3.6M

% of Portfolio:0.8% ($3.6M/$446.7M)

LAMAR ADVERTISING CO/NEW

LAMR|512816109

Shares:30.8K

Value:$3.5M

% of Portfolio:0.8% ($3.5M/$446.7M)

46429B663

Shares:28.8K

Value:$3.5M

% of Portfolio:0.8% ($3.5M/$446.7M)

Philip Morris International Inc.

PM|718172109

Shares:21.4K

Value:$3.4M

% of Portfolio:0.8% ($3.4M/$446.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	10.5K	QoQ -2.34% (-251) YoY +2041.71% (+10.0K)	All Managers (Combined)	$5.9M	1.3% ($5.9M/$446.7M)	QoQ -7.20% (-$455.0K) YoY +2178.66% (+$5.6M)
(cusip808524854)✕	227.4K	QoQ +4.16% (+9.1K) YoY +93.52% (-109.9K)	All Managers (Combined)	$5.7M	1.3% ($5.7M/$446.7M)	QoQ +6.60% (+$350.3K) YoY -1.91% (-$110.5K)
Meta Platforms, Inc.(METAcusip30303M102)	9.0K	QoQ +0.36% (-33) YoY +21.14% (+1.6K)	All Managers (Combined)	$5.2M	1.2% ($5.2M/$446.7M)	QoQ -1.19% (-$62.6K) YoY +43.79% (+$1.6M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	82.0K	QoQ +0.33% (+277) YoY -5.71% (-5.0K)	All Managers (Combined)	$5.1M	1.1% ($5.1M/$446.7M)	QoQ +4.55% (+$220.2K) YoY +16.52% (-$717.3K)
VISA INC.(Vcusip92826C839)	14.3K	QoQ -2.97% (-439) YoY -5.25% (-794)	All Managers (Combined)	$5.0M	1.1% ($5.0M/$446.7M)	QoQ +7.59% (-$354.2K) YoY +18.97% (-$800.5K)
(IJRcusip464287804)	47.1K	QoQ +3.84% (-1.7K) YoY +1.15% (-536)	All Managers (Combined)	$4.9M	1.1% ($4.9M/$446.7M)	QoQ -5.77% (-$302.2K) YoY -4.32% (-$222.5K)
EXXON MOBIL CORP(XOMcusip30231G102)	38.3K	QoQ -0.85% (-329) YoY -9.52% (-4.0K)	All Managers (Combined)	$4.6M	1.0% ($4.6M/$446.7M)	QoQ +9.61% (-$400.1K) YoY -7.43% (-$366.2K)
(cusip808524862)✕	186.6K	QoQ +3.36% (+6.1K) YoY +94.46% (-90.6K)	All Managers (Combined)	$4.5M	1.0% ($4.5M/$446.7M)	QoQ +4.56% (+$198.4K) YoY -1.81% (-$84.1K)
CHEVRON CORP(CVXcusip166764100)	24.6K	QoQ +0.82% (+202) YoY +8.85% (+2.0K)	All Managers (Combined)	$4.1M	0.9% ($4.1M/$446.7M)	QoQ +16.45% (+$580.9K) YoY +15.44% (+$550.1K)
(SCHFcusip808524805)	200.2K	QoQ +6.36% (+12.0K) YoY +97.14% (-98.6K)	All Managers (Combined)	$4.0M	0.9% ($4.0M/$446.7M)	QoQ +13.72% (+$477.9K) YoY -0.06% (-$2.4K)
COPART INC(CPRTcusip217204106)	68.8K	QoQ +1.25% (-852) YoY +1.09% (-746)	All Managers (Combined)	$3.9M	0.9% ($3.9M/$446.7M)	QoQ -0.15% (-$6.1K) YoY -1.22% (-$48.2K)
SHOPIFY INC.(SHOPcusip82509L107)	39.9K	QoQ +0.12% (-50) YoY -0.67% (-270)	All Managers (Combined)	$3.8M	0.9% ($3.8M/$446.7M)	QoQ -10.09% (-$427.8K) YoY +22.89% (-$710.2K)
NETFLIX INC(NFLXcusip64110L106)	4.0K	QoQ +92.57% (+1.9K) YoY +103.41% (+2.1K)	All Managers (Combined)	$3.8M	0.8% ($3.8M/$446.7M)	QoQ +101.46% (+$1.9M) YoY +212.32% (+$2.6M)
COCA COLA CO(KOcusip191216100)	52.3K	QoQ +2.81% (+1.4K) YoY -0.71% (-378)	All Managers (Combined)	$3.7M	0.8% ($3.7M/$446.7M)	QoQ +18.27% (+$579.3K) YoY +16.22% (-$523.3K)
(cusip464287242)✕	33.7K	QoQ +1.12% (+375) YoY -22.02% (-9.5K)	All Managers (Combined)	$3.7M	0.8% ($3.7M/$446.7M)	QoQ +2.87% (+$102.6K) YoY -22.18% (-$1.0M)
Trade Desk, Inc.(TTDcusip88339J105)	66.5K	QoQ -0.20% (-138) YoY +25.47% (-13.5K)	All Managers (Combined)	$3.6M	0.8% ($3.6M/$446.7M)	QoQ -53.53% (-$4.2M) YoY -21.46% (-$993.8K)
(cusip808524508)✕	136.4K	QoQ +3.48% (-4.6K) YoY +162.73% (-84.5K)	All Managers (Combined)	$3.6M	0.8% ($3.6M/$446.7M)	QoQ -2.15% (-$78.7K) YoY -15.46% (-$653.7K)
LAMAR ADVERTISING CO/NEW(LAMRcusip512816109)	30.8K	QoQ -3.56% (-1.1K) YoY -8.05% (-2.7K)	All Managers (Combined)	$3.5M	0.8% ($3.5M/$446.7M)	QoQ -9.87% (-$383.6K) YoY -12.39% (-$495.3K)
(cusip46429B663)✕	28.8K	QoQ -2.71% (-805) YoY -16.15% (-5.5K)	All Managers (Combined)	$3.5M	0.8% ($3.5M/$446.7M)	QoQ +4.95% (-$164.7K) YoY -7.85% (-$297.4K)
Philip Morris International Inc.(PMcusip718172109)	21.4K	QoQ -4.59% (-1.0K) YoY -8.19% (-1.9K)	All Managers (Combined)	$3.4M	0.8% ($3.4M/$446.7M)	QoQ +25.82% (-$698.1K) YoY +59.05% (-$1.3M)