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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ALTRIA GROUP, INC.

MO|02209S103

Shares:56.4K

Value:$3.4M

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

AppLovin Corp

APP|03831W108

Shares:12.0K

Value:$3.2M

% of Portfolio:0.7% ($3.2M/$446.7M)

HOME DEPOT, INC.

HD|437076102

Shares:8.6K

Value:$3.2M

% of Portfolio:0.7% ($3.2M/$446.7M)

316092857

Shares:114.7K

Value:$3.1M

% of Portfolio:0.7% ($3.1M/$446.7M)

808524102

SCHB|808524102

Shares:141.9K

Value:$3.1M

% of Portfolio:0.7% ($3.1M/$446.7M)

464285204

Shares:50.1K

Value:$3.0M

% of Portfolio:0.7% ($3.0M/$446.7M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:8.4K

Value:$2.9M

% of Portfolio:0.7% ($2.9M/$446.7M)

Eaton Corp plc

ETN|G29183103

Shares:10.7K

Value:$2.9M

% of Portfolio:0.7% ($2.9M/$446.7M)

MCDONALDS CORP

MCD|580135101

Shares:9.1K

Value:$2.9M

% of Portfolio:0.6% ($2.9M/$446.7M)

808524797

SCHD|808524797

Shares:101.3K

Value:$2.8M

% of Portfolio:0.6% ($2.8M/$446.7M)

INTUIT INC.

INTU|461202103

Shares:4.6K

Value:$2.8M

% of Portfolio:0.6% ($2.8M/$446.7M)

AMGEN INC

AMGN|031162100

Shares:9.0K

Value:$2.8M

% of Portfolio:0.6% ($2.8M/$446.7M)

AbbVie Inc.

ABBV|00287Y109

Shares:13.3K

Value:$2.8M

% of Portfolio:0.6% ($2.8M/$446.7M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:62.9K

Value:$2.6M

% of Portfolio:0.6% ($2.6M/$446.7M)

46429B655

Shares:51.1K

Value:$2.6M

% of Portfolio:0.6% ($2.6M/$446.7M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:10.4K

Value:$2.6M

% of Portfolio:0.6% ($2.6M/$446.7M)

DEVON ENERGY CORP/DE

DVN|25179M103

Shares:67.8K

Value:$2.5M

% of Portfolio:0.6% ($2.5M/$446.7M)

Arista Networks, Inc.

ANET|040413205

Shares:31.0K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$446.7M)

46434V407

Shares:56.3K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$446.7M)

46641Q837

Shares:47.2K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$446.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ALTRIA GROUP, INC.(MOcusip02209S103)	56.4K	QoQ -0.04% (-24) YoY +0.60% (+337)	All Managers (Combined)	$3.4M	0.8% ($3.4M/$446.7M)	QoQ +14.57% (-$430.2K) YoY +38.23% (+$935.2K)
AppLovin Corp(APPcusip03831W108)	12.0K	QoQ -1.55% (-189) YoY NEW(+12.0K)	All Managers (Combined)	$3.2M	0.7% ($3.2M/$446.7M)	QoQ -19.44% (-$765.6K) YoY NEW(+$3.2M)
HOME DEPOT, INC.(HDcusip437076102)	8.6K	QoQ -0.78% (-68) YoY +13.97% (+1.1K)	All Managers (Combined)	$3.2M	0.7% ($3.2M/$446.7M)	QoQ -6.52% (-$220.6K) YoY +8.88% (+$258.1K)
(cusip316092857)✕	114.7K	QoQ +1.43% (+1.6K) YoY -24.14% (-36.5K)	All Managers (Combined)	$3.1M	0.7% ($3.1M/$446.7M)	QoQ +3.12% (+$95.5K) YoY -20.13% (-$794.0K)
(SCHBcusip808524102)	141.9K	QoQ +3.73% (-5.1K) YoY +148.47% (-84.8K)	All Managers (Combined)	$3.1M	0.7% ($3.1M/$446.7M)	QoQ -1.61% (-$50.1K) YoY -12.37% (-$431.4K)
(cusip464285204)✕	50.1K	QoQ -5.24% (-2.8K) YoY NEW(+50.1K)	All Managers (Combined)	$3.0M	0.7% ($3.0M/$446.7M)	QoQ +12.84% (-$336.6K) YoY NEW(+$3.0M)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	8.4K	QoQ +152.87% (+5.1K) YoY -20.00% (-2.1K)	All Managers (Combined)	$2.9M	0.7% ($2.9M/$446.7M)	QoQ +160.57% (+$1.8M) YoY -12.02% (-$402.9K)
Eaton Corp plc(ETNcusipG29183103)	10.7K	QoQ +0.05% (-6) YoY -2.63% (-291)	All Managers (Combined)	$2.9M	0.7% ($2.9M/$446.7M)	QoQ -18.04% (-$642.3K) YoY -15.35% (-$529.4K)
MCDONALDS CORP(MCDcusip580135101)	9.1K	QoQ +1.06% (+96) YoY +86.56% (+4.2K)	All Managers (Combined)	$2.9M	0.6% ($2.9M/$446.7M)	QoQ +8.90% (+$233.0K) YoY +106.69% (+$1.5M)
(SCHDcusip808524797)	101.3K	QoQ +5.47% (+5.3K) YoY +210.99% (+68.7K)	All Managers (Combined)	$2.8M	0.6% ($2.8M/$446.7M)	QoQ +7.94% (+$208.5K) YoY +7.84% (+$206.1K)
INTUIT INC.(INTUcusip461202103)	4.6K	QoQ +1.54% (-70) YoY -4.86% (-235)	All Managers (Combined)	$2.8M	0.6% ($2.8M/$446.7M)	QoQ -0.79% (-$22.6K) YoY -10.13% (-$318.2K)
AMGEN INC(AMGNcusip031162100)	9.0K	QoQ +0.83% (+74) YoY -2.12% (-195)	All Managers (Combined)	$2.8M	0.6% ($2.8M/$446.7M)	QoQ +20.52% (+$476.8K) YoY +7.25% (-$189.4K)
AbbVie Inc.(ABBVcusip00287Y109)	13.3K	QoQ -1.11% (-150) YoY -1.62% (-220)	All Managers (Combined)	$2.8M	0.6% ($2.8M/$446.7M)	QoQ +16.58% (-$395.9K) YoY +13.18% (-$324.1K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	62.9K	QoQ -10.41% (-7.3K) YoY -12.06% (-8.6K)	All Managers (Combined)	$2.6M	0.6% ($2.6M/$446.7M)	QoQ -14.94% (-$461.4K) YoY -3.23% (-$87.7K)
(cusip46429B655)✕	51.1K	QoQ +8.07% (+3.8K) YoY NEW(+51.1K)	All Managers (Combined)	$2.6M	0.6% ($2.6M/$446.7M)	QoQ +8.43% (+$202.9K) YoY NEW(+$2.6M)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	10.4K	QoQ +8.75% (+835) YoY -3.01% (-323)	All Managers (Combined)	$2.6M	0.6% ($2.6M/$446.7M)	QoQ +22.42% (+$470.2K) YoY +25.67% (-$524.4K)
DEVON ENERGY CORP/DE(DVNcusip25179M103)	67.8K	QoQ +600.79% (+58.2K) YoY +557.91% (+57.5K)	All Managers (Combined)	$2.5M	0.6% ($2.5M/$446.7M)	QoQ +700.78% (+$2.2M) YoY +390.35% (+$2.0M)
Arista Networks, Inc.(ANETcusip040413205)	31.0K	QoQ +0.23% (-72) YoY NEW(+31.0K)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$446.7M)	QoQ -29.73% (-$1.0M) YoY NEW(+$2.4M)
(cusip46434V407)✕	56.3K	QoQ +8.80% (+4.6K) YoY NEW(+56.3K)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$446.7M)	QoQ +8.57% (+$188.9K) YoY NEW(+$2.4M)
(cusip46641Q837)✕	47.2K	QoQ +8.94% (+3.9K) YoY NEW(+47.2K)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$446.7M)	QoQ +9.50% (+$207.4K) YoY NEW(+$2.4M)