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Independent Solutions Wealth Management, LLC

All holdings · as of Dec 31, 2025

173 positions

CompanyClassValueShares% of portfolio
8x8 Inc$38.5K19,5510.0%
ENEL CHILE S.A.$89.3K22,2240.0%
AGNC Investment Corp.$107.2K10,0000.0%
Northwest Bancshares, Inc.$150.7K12,5570.0%
Toyota Motor CorporationTMADR$200.1K9350.0%
MITSUBISHI UFJ FINANCIAL GROUP INCMUFGADR$201.3K12,6920.0%
Walt Disney Co$205.2K1,8040.0%
ServiceNow Inc$207.0K1,3510.0%
Intuitive Surgical Inc$210.1K3710.0%
SPDR SERIES TRUST$210.1K8710.0%
TJX Cos Inc/The$210.1K1,3680.0%
NUCOR CORP$212.9K1,3050.0%
MARTIN MARIETTA MATERIALS INC$217.9K3500.0%
TYSON FOODS INC$219.9K3,7510.0%
TC ENERGY CORP$220.0K4,0000.0%
T Rowe Price Group Inc$221.3K2,1620.0%
Stock Yards Bancorp, Inc.$222.0K3,4180.0%
SPDR SERIES TRUST$225.5K2,1130.0%
CHEMED CORP$229.3K5360.0%
ISHARES TR$229.7K9330.0%
Devon Energy Corp$263.7K7,1980.0%
ISHARES TR$276.2K5,2230.1%
SPDR S&P 500 ETF TR$278.9K4090.1%
Booking Holdings Inc$294.5K550.1%
ASML HOLDING N V$296.4K2770.1%
NORFOLK SOUTHERN CORP$297.4K1,0300.1%
INDEPENDENCE REALTY TRUST, INC.$318.1K18,1970.1%
CATERPILLAR INC$319.7K5580.1%
AT&T INC.$323.1K13,0080.1%
VANGUARD INDEX FDS$327.2K1,1720.1%
ISHARES TR$355.5K11,6760.1%
CARVANA CO.$362.9K8600.1%
Garmin Ltd$363.6K1,7930.1%
ADVANCED MICRO DEVICES INC$367.3K1,7150.1%
SPDR GOLD TR$372.1K9390.1%
WASTE MANAGEMENT INC$380.2K1,7300.1%
Warren E. Buffett$386.5K7690.1%
L3HARRIS TECHNOLOGIES, INC. /DE$388.4K1,3230.1%
DIREXION SHS ETF TR$394.2K2,3420.1%
THERMO FISHER SCIENTIFIC INC.$395.2K6820.1%
AMERICAN EXPRESS CO$397.7K1,0750.1%
INTEL CORP$404.9K10,9720.1%
ORACLE CORP$414.2K2,1250.1%
Union Pacific Corp$417.6K1,8060.1%
M&T BANK CORP$430.2K2,1350.1%
PEPSICO INC$452.5K3,1530.1%
ISHARES TR$455.5K4,8920.1%
ISHARES TR$459.8K8,4050.1%
DILLARD'S, INC.DDSCommon Stock$485.1K8000.1%
Air Products & Chemicals, Inc.$486.6K1,9700.1%
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