Independent Solutions Wealth Management, LLC

Q1 2021 vs. Q1 2025 13F Holdings

Period
Q1 2021
Q1 2025
Holdings as of
3/31/2021
3/31/2025
Value ($000)
$364,075
$446,724
Num holdings
188
173
Form type
13F-HR
13F-HR
Date filed
12/19/2024
4/23/2025
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q1 2021 Q1 2025 Diff Chg % Q1 2021 Q1 2025 Diff Chg %