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Home > Institutional Investor > Independent Solutions Wealth Management, Llc > Profile

Instuitional Investor - Independent Solutions Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Independent Solutions Wealth Management, Llc
Portfolio Value $512,188,611
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Costco Wholesale Corp W
 COST 20,638 $20,430,088 3.99%
2.
Ishares Trust
 IEF 171,496 $18,881,722 3.69%
3.
Apple Inc.
 AAPL 80,420 $16,499,716 3.22%
4.
Nvidia Corp
 NVDA 103,202 $16,304,900 3.18%
5.
Ishares Trust
 IEF 77,798 $15,203,362 2.97%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)