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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 $446,724,395
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Costco Wholesale Corp W
 COST 20,585 $19,468,620 4.36%
2.
Ishares Trust
 IEF 170,208 $15,800,433 3.54%
3.
Ishares Trust
 IEF 77,037 $14,681,694 3.29%
4.
Apple Inc.
 AAPL 62,997 $13,993,583 3.13%
5.
Ishares Trust
 IEF 116,345 $11,508,591 2.58%
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)