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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 $457,314,789
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Costco Wholesale Corp W
 COST 20,677 $18,945,432 4.14%
2.
Ishares Trust
 IEF 165,680 $16,821,496 3.67%
3.
Apple Inc.
 AAPL 64,349 $16,114,292 3.52%
4.
Ishares Trust
 IEF 77,901 $14,869,655 3.25%
5.
Nvidia Corp
 NVDA 105,254 $14,134,561 3.09%
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)