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:

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Booking Holdings Inc.

BKNG|09857L108

Shares:54

Value:$248.8K

% of Portfolio:0.1% ($248.8K/$446.7M)

464287697

Shares:2.4K

Value:$242.3K

% of Portfolio:0.1% ($242.3K/$446.7M)

Stock Yards Bancorp, Inc.

SYBT|861025104

Shares:3.4K

Value:$232.5K

% of Portfolio:0.1% ($232.5K/$446.7M)

464287275

Shares:2.4K

Value:$230.7K

% of Portfolio:0.1% ($230.7K/$446.7M)

FEDEX CORP

FDX|31428X106

Shares:944

Value:$230.1K

% of Portfolio:0.1% ($230.1K/$446.7M)

464287788

Shares:2.0K

Value:$227.4K

% of Portfolio:0.1% ($227.4K/$446.7M)

464287580

Shares:2.5K

Value:$224.2K

% of Portfolio:0.1% ($224.2K/$446.7M)

Mondelez International, Inc.

MDLZ|609207105

Shares:3.3K

Value:$222.2K

% of Portfolio:0.0% ($222.2K/$446.7M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:895

Value:$212.0K

% of Portfolio:0.0% ($212.0K/$446.7M)

MITSUBISHI UFJ FINANCIAL GROUP INC

MUFG|606822104

Shares:11.6K

Value:$158.6K

% of Portfolio:0.0% ($158.6K/$446.7M)

Northwest Bancshares, Inc.

NWBI|667340103

Shares:12.0K

Value:$143.7K

% of Portfolio:0.0% ($143.7K/$446.7M)

Enel Chile S.A.

ENIC|29278D105

Shares:22.2K

Value:$72.7K

% of Portfolio:0.0% ($72.7K/$446.7M)

8X8 INC /DE/

EGHT|282914100

Shares:20.5K

Value:$40.9K

% of Portfolio:0.0% ($40.9K/$446.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Booking Holdings Inc.(BKNGcusip09857L108)	54	QoQ +10.20% (+5) YoY -3.57% (-2)	All Managers (Combined)	$248.8K	0.1% ($248.8K/$446.7M)	QoQ +2.18% (+$5.3K) YoY +22.45% (-$45.6K)
(cusip464287697)✕	2.4K	QoQ +0.20% (+5) YoY NEW(+2.4K)	All Managers (Combined)	$242.3K	0.1% ($242.3K/$446.7M)	QoQ +5.63% (+$12.9K) YoY NEW(+$242.3K)
Stock Yards Bancorp, Inc.(SYBTcusip861025104)	3.4K	QoQ 0.00% (-0) YoY NEW(+3.4K)	All Managers (Combined)	$232.5K	0.1% ($232.5K/$446.7M)	QoQ -3.56% (-$8.6K) YoY NEW(+$232.5K)
(cusip464287275)✕	2.4K	QoQ -1.73% (-42) YoY NEW(+2.4K)	All Managers (Combined)	$230.7K	0.1% ($230.7K/$446.7M)	QoQ -1.37% (-$3.2K) YoY NEW(+$230.7K)
FEDEX CORP(FDXcusip31428X106)	944	QoQ -7.36% (-75) YoY -29.86% (-402)	All Managers (Combined)	$230.1K	0.1% ($230.1K/$446.7M)	QoQ -19.72% (-$56.5K) YoY -40.99% (-$159.9K)
(cusip464287788)✕	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$227.4K	0.1% ($227.4K/$446.7M)	QoQ NEW(+$227.4K) YoY NEW(+$227.4K)
(cusip464287580)✕	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$224.2K	0.1% ($224.2K/$446.7M)	QoQ NEW(+$224.2K) YoY NEW(+$224.2K)
Mondelez International, Inc.(MDLZcusip609207105)	3.3K	QoQ -2.23% (-75) YoY -18.61% (-749)	All Managers (Combined)	$222.2K	0.0% ($222.2K/$446.7M)	QoQ +11.05% (-$22.1K) YoY -21.11% (-$59.5K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	895	QoQ 0.00% (+0) YoY -13.69% (-142)	All Managers (Combined)	$212.0K	0.0% ($212.0K/$446.7M)	QoQ +0.91% (+$1.9K) YoY -19.79% (-$52.3K)
MITSUBISHI UFJ FINANCIAL GROUP INC(MUFGcusip606822104)	11.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$158.6K	0.0% ($158.6K/$446.7M)	QoQ +16.29% (+$22.2K) YoY +33.23% (+$39.6K)
Northwest Bancshares, Inc.(NWBIcusip667340103)	12.0K	QoQ NEW(+12.0K) YoY NEW(+12.0K)	All Managers (Combined)	$143.7K	0.0% ($143.7K/$446.7M)	QoQ NEW(+$143.7K) YoY NEW(+$143.7K)
Enel Chile S.A.(ENICcusip29278D105)	22.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$72.7K	0.0% ($72.7K/$446.7M)	QoQ +13.54% (+$8.7K) YoY +7.21% (+$4.9K)
8X8 INC /DE/(EGHTcusip282914100)	20.5K	QoQ -1.81% (-378) YoY -15.14% (-3.7K)	All Managers (Combined)	$40.9K	0.0% ($40.9K/$446.7M)	QoQ -26.45% (-$14.7K) YoY -37.14% (-$24.2K)