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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CONSTELLATION BRANDS, INC.

STZ|21036P108

Shares:3.0K

Value:$550.2K

% of Portfolio:0.1% ($550.2K/$446.7M)

Tesla, Inc.

TSLA|88160R101

Shares:2.1K

Value:$544.0K

% of Portfolio:0.1% ($544.0K/$446.7M)

Salesforce, Inc.

CRM|79466L302

Shares:1.9K

Value:$512.0K

% of Portfolio:0.1% ($512.0K/$446.7M)

Dell Technologies Inc.

DELL|24703L202

Shares:5.5K

Value:$500.1K

% of Portfolio:0.1% ($500.1K/$446.7M)

PFIZER INC

PFE|717081103

Shares:19.4K

Value:$497.8K

% of Portfolio:0.1% ($497.8K/$446.7M)

922908769

VTI|922908769

Shares:1.8K

Value:$481.0K

% of Portfolio:0.1% ($481.0K/$446.7M)

FORD MOTOR CO

F|345370860

Shares:43.8K

Value:$438.8K

% of Portfolio:0.1% ($438.8K/$446.7M)

Cloudflare, Inc.

NET|18915M107

Shares:3.8K

Value:$431.5K

% of Portfolio:0.1% ($431.5K/$446.7M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:1.8K

Value:$427.9K

% of Portfolio:0.1% ($427.9K/$446.7M)

921943858

VEA|921943858

Shares:8.2K

Value:$420.3K

% of Portfolio:0.1% ($420.3K/$446.7M)

Marvell Technology, Inc.

MRVL|573874104

Shares:6.8K

Value:$415.6K

% of Portfolio:0.1% ($415.6K/$446.7M)

UNION PACIFIC CORP

UNP|907818108

Shares:1.8K

Value:$414.2K

% of Portfolio:0.1% ($414.2K/$446.7M)

LAM RESEARCH CORP

LRCX|512807306

Shares:5.6K

Value:$403.7K

% of Portfolio:0.1% ($403.7K/$446.7M)

INDEPENDENCE REALTY TRUST, INC.

IRT|45378A106

Shares:18.2K

Value:$386.3K

% of Portfolio:0.1% ($386.3K/$446.7M)

M&T BANK CORP

MTB|55261F104

Shares:2.1K

Value:$381.7K

% of Portfolio:0.1% ($381.7K/$446.7M)

Discover Financial Services

DFS|254709108

Shares:2.2K

Value:$370.5K

% of Portfolio:0.1% ($370.5K/$446.7M)

25459Y694

Shares:2.3K

Value:$370.3K

% of Portfolio:0.1% ($370.3K/$446.7M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.4K

Value:$368.9K

% of Portfolio:0.1% ($368.9K/$446.7M)

COMMERCIAL METALS Co

CMC|201723103

Shares:7.8K

Value:$358.0K

% of Portfolio:0.1% ($358.0K/$446.7M)

SPDR GOLD TRUST

GLD|78463V107

Shares:1.2K

Value:$338.9K

% of Portfolio:0.1% ($338.9K/$446.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CONSTELLATION BRANDS, INC.(STZcusip21036P108)	3.0K	QoQ -22.31% (-861) YoY -28.39% (-1.2K)	All Managers (Combined)	$550.2K	0.1% ($550.2K/$446.7M)	QoQ -35.48% (-$302.6K) YoY -51.64% (-$587.7K)
Tesla, Inc.(TSLAcusip88160R101)	2.1K	QoQ +6.06% (-120) YoY +2.79% (+57)	All Managers (Combined)	$544.0K	0.1% ($544.0K/$446.7M)	QoQ -31.93% (-$255.2K) YoY +51.54% (+$185.0K)
Salesforce, Inc.(CRMcusip79466L302)	1.9K	QoQ -6.92% (-142) YoY -74.72% (-5.6K)	All Managers (Combined)	$512.0K	0.1% ($512.0K/$446.7M)	QoQ -25.29% (-$173.3K) YoY -77.48% (-$1.8M)
Dell Technologies Inc.(DELLcusip24703L202)	5.5K	QoQ -62.90% (-9.3K) YoY +169.49% (+3.5K)	All Managers (Combined)	$500.1K	0.1% ($500.1K/$446.7M)	QoQ -70.66% (-$1.2M) YoY +115.29% (+$267.8K)
PFIZER INC(PFEcusip717081103)	19.4K	QoQ -7.41% (-1.6K) YoY -20.03% (-4.9K)	All Managers (Combined)	$497.8K	0.1% ($497.8K/$446.7M)	QoQ -10.63% (-$59.2K) YoY -26.21% (-$176.8K)
(VTIcusip922908769)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$481.0K	0.1% ($481.0K/$446.7M)	QoQ NEW(+$481.0K) YoY NEW(+$481.0K)
FORD MOTOR CO(Fcusip345370860)	43.8K	QoQ -22.69% (-12.8K) YoY -40.84% (-30.2K)	All Managers (Combined)	$438.8K	0.1% ($438.8K/$446.7M)	QoQ -21.68% (-$121.5K) YoY -55.32% (-$543.4K)
Cloudflare, Inc.(NETcusip18915M107)	3.8K	QoQ +3.99% (+147) YoY +3.43% (+127)	All Managers (Combined)	$431.5K	0.1% ($431.5K/$446.7M)	QoQ +8.83% (+$35.0K) YoY +20.37% (+$73.0K)
WASTE MANAGEMENT INC(WMcusip94106L109)	1.8K	QoQ -0.43% (-8) YoY -12.12% (-255)	All Managers (Combined)	$427.9K	0.1% ($427.9K/$446.7M)	QoQ +14.23% (-$53.3K) YoY -4.55% (-$20.4K)
(VEAcusip921943858)	8.2K	QoQ NEW(+8.2K) YoY NEW(+8.2K)	All Managers (Combined)	$420.3K	0.1% ($420.3K/$446.7M)	QoQ NEW(+$420.3K) YoY NEW(+$420.3K)
Marvell Technology, Inc.(MRVLcusip573874104)	6.8K	QoQ -5.04% (-359) YoY -9.38% (-699)	All Managers (Combined)	$415.6K	0.1% ($415.6K/$446.7M)	QoQ -47.07% (-$369.6K) YoY -21.28% (-$112.4K)
UNION PACIFIC CORP(UNPcusip907818108)	1.8K	QoQ -5.29% (-98) YoY -11.41% (-226)	All Managers (Combined)	$414.2K	0.1% ($414.2K/$446.7M)	QoQ -1.88% (-$8.0K) YoY -14.90% (-$72.6K)
LAM RESEARCH CORP(LRCXcusip512807306)	5.6K	QoQ +33.38% (+1.4K) YoY NEW(+5.6K)	All Managers (Combined)	$403.7K	0.1% ($403.7K/$446.7M)	QoQ +34.25% (+$103.0K) YoY NEW(+$403.7K)
INDEPENDENCE REALTY TRUST, INC.(IRTcusip45378A106)	18.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$386.3K	0.1% ($386.3K/$446.7M)	QoQ +7.00% (+$25.3K) YoY +31.61% (+$92.8K)
M&T BANK CORP(MTBcusip55261F104)	2.1K	QoQ 0.00% (-0) YoY -0.04% (-1)	All Managers (Combined)	$381.7K	0.1% ($381.7K/$446.7M)	QoQ -4.92% (-$19.8K) YoY +22.85% (-$71.0K)
Discover Financial Services(DFScusip254709108)	2.2K	QoQ -3.38% (-76) YoY -18.75% (-501)	All Managers (Combined)	$370.5K	0.1% ($370.5K/$446.7M)	QoQ -4.79% (-$18.7K) YoY +5.77% (-$20.2K)
(cusip25459Y694)✕	2.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$370.3K	0.1% ($370.3K/$446.7M)	QoQ +4.73% (+$16.7K) YoY +40.93% (+$107.6K)
AMERICAN EXPRESS CO(AXPcusip025816109)	1.4K	QoQ -1.43% (-20) YoY -17.75% (-296)	All Managers (Combined)	$368.9K	0.1% ($368.9K/$446.7M)	QoQ -10.65% (-$44.0K) YoY -2.81% (-$10.7K)
COMMERCIAL METALS Co(CMCcusip201723103)	7.8K	QoQ +71.17% (+3.2K) YoY +77.01% (+3.4K)	All Managers (Combined)	$358.0K	0.1% ($358.0K/$446.7M)	QoQ +58.78% (+$132.5K) YoY +38.58% (+$99.7K)
SPDR GOLD TRUST(GLDcusip78463V107)	1.2K	QoQ -5.31% (-66) YoY NEW(+1.2K)	All Managers (Combined)	$338.9K	0.1% ($338.9K/$446.7M)	QoQ +12.67% (-$38.1K) YoY NEW(+$338.9K)