Independent Solutions Wealth Management 13FHR Quarterly holdings report by institutional manager | SEC 19 Dec 24

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL

OMB Number:		3235-0006
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COLUMN 1	COLUMN 2	COLUMN 3	COLUMN 4	COLUMN 5			COLUMN 6	COLUMN 7	COLUMN 8
			VALUE	SHRS OR	SH/	PUT/	INVESTMENT	OTHER	VOTING AUTHORITY
NAME OF ISSUER	TITLE OF CLASS	CUSIP	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
3M CO	COM	88579Y101	798,210	9,000	SH		SOLE		0	0	9,000
8X8 INC NEW	COM	282914100	65,124	24,120	SH		SOLE		0	0	24,120
ABBVIE INC	COM	00287Y109	2,458,532	13,501	SH		SOLE		0	0	13,501
ADOBE INC	COM	00724F101	3,391,290	6,721	SH		SOLE		0	0	6,721
ADVANCED MICRO DEVICES INC	COM	007903107	396,537	2,197	SH		SOLE		0	0	2,197
AIR PRODS & CHEMS INC	COM	009158106	921,837	3,805	SH		SOLE		0	0	3,805
ALPHABET INC	CAP STK CL A	02079K305	2,022,311	13,399	SH		SOLE		0	0	13,399
ALPHABET INC	CAP STK CL C	02079K107	1,784,944	11,723	SH		SOLE		0	0	11,723
ALTRIA GROUP INC	COM	02209S103	2,445,982	56,075	SH		SOLE		0	0	56,075
AMAZON COM INC	COM	023135106	6,080,069	33,707	SH		SOLE		0	0	33,707
AMERICAN EXPRESS CO	COM	025816109	379,559	1,667	SH		SOLE		0	0	1,667
AMERICAS CAR-MART INC	COM	03062T105	542,895	8,500	SH		SOLE		0	0	8,500
AMGEN INC	COM	031162100	2,610,520	9,182	SH		SOLE		0	0	9,182
APPLE INC	COM	037833100	11,979,772	69,861	SH		SOLE		0	0	69,861
ARISTA NETWORKS INC	COM	040413106	2,380,156	8,208	SH		SOLE		0	0	8,208
ARM HOLDINGS PLC	SPONSORED ADR	042068205	2,004,965	16,041	SH		SOLE		0	0	16,041
AT&T INC	COM	00206R102	200,834	11,411	SH		SOLE		0	0	11,411
BANK AMERICA CORP	7.25%CNV PFD L	060505682	513,308	430	SH		SOLE		0	0	430
BANK AMERICA CORP	COM	060505104	2,713,859	71,568	SH		SOLE		0	0	71,568
BECTON DICKINSON & CO	COM	075887109	543,400	2,196	SH		SOLE		0	0	2,196
BERKSHIRE HATHAWAY INC DEL	CL B NEW	084670702	255,676	608	SH		SOLE		0	0	608
BLACKSTONE INC	COM	09260D107	1,804,302	13,735	SH		SOLE		0	0	13,735
BOEING CO	COM	097023105	518,178	2,685	SH		SOLE		0	0	2,685
BOOKING HOLDINGS INC	COM	09857L108	203,161	56	SH		SOLE		0	0	56
BROADCOM INC	COM	11135F101	7,122,389	5,374	SH		SOLE		0	0	5,374
CANADIAN PACIFIC KANSAS CITY	COM	13646K108	981,244	11,129	SH		SOLE		0	0	11,129
CATERPILLAR INC	COM	149123101	266,395	727	SH		SOLE		0	0	727
CHEMED CORP NEW	COM	16359R103	369,752	576	SH		SOLE		0	0	576
CHEVRON CORP NEW	COM	166764100	3,560,772	22,574	SH		SOLE		0	0	22,574
CISCO SYS INC	COM	17275R102	4,340,593	86,968	SH		SOLE		0	0	86,968
CLOUDFLARE INC	CL A COM	18915M107	358,465	3,702	SH		SOLE		0	0	3,702
COCA COLA CO	COM	191216100	3,225,538	52,722	SH		SOLE		0	0	52,722
COMMERCIAL METALS CO	COM	201723103	258,294	4,395	SH		SOLE		0	0	4,395
CONSTELLATION BRANDS INC	CL A	21036P108	1,137,859	4,187	SH		SOLE		0	0	4,187
COPART INC	COM	217204106	3,938,908	68,006	SH		SOLE		0	0	68,006
CORNING INC	COM	219350105	285,664	8,667	SH		SOLE		0	0	8,667
COSTCO WHSL CORP NEW	COM	22160K105	16,360,038	22,331	SH		SOLE		0	0	22,331
CROWDSTRIKE HLDGS INC	CL A	22788C105	3,350,486	10,451	SH		SOLE		0	0	10,451
CROWN CASTLE INC	COM	22822V101	865,901	8,182	SH		SOLE		0	0	8,182
CUMMINS INC	COM	231021106	1,079,598	3,664	SH		SOLE		0	0	3,664
DATADOG INC	CL A COM	23804L103	1,375,544	11,129	SH		SOLE		0	0	11,129
DELL TECHNOLOGIES INC	CL C	24703L202	232,304	2,036	SH		SOLE		0	0	2,036
DEVON ENERGY CORP NEW	COM	25179M103	517,456	10,312	SH		SOLE		0	0	10,312
DILLARDS INC	CL A	254067101	1,131,936	2,400	SH		SOLE		0	0	2,400
DIREXION SHS ETF TR	DLY FIN BULL NEW	25459Y694	262,772	2,342	SH		SOLE		0	0	2,342
DISCOVER FINL SVCS	COM	254709108	350,272	2,672	SH		SOLE		0	0	2,672
DISNEY WALT CO	COM	254687106	527,700	4,313	SH		SOLE		0	0	4,313
DOW INC	COM	260557103	1,144,605	19,758	SH		SOLE		0	0	19,758
DRAFTKINGS INC NEW	COM CL A	26142V105	575,890	12,682	SH		SOLE		0	0	12,682
EATON CORP PLC	SHS	G29183103	3,447,091	11,024	SH		SOLE		0	0	11,024
EDWARDS LIFESCIENCES CORP	COM	28176E108	231,255	2,420	SH		SOLE		0	0	2,420
ELI LILLY & CO	COM	532457108	682,271	877	SH		SOLE		0	0	877
ENBRIDGE INC	COM	29250N105	1,367,640	37,801	SH		SOLE		0	0	37,801
ENEL CHILE S.A.	SPONSORED ADR	29278D105	67,783	22,224	SH		SOLE		0	0	22,224
ETSY INC	COM	29786A106	534,693	7,781	SH		SOLE		0	0	7,781
EXXON MOBIL CORP	COM	30231G102	4,925,918	42,377	SH		SOLE		0	0	42,377
FEDEX CORP	COM	31428X106	389,990	1,346	SH		SOLE		0	0	1,346
FERRARI N V	COM	N3167Y103	1,587,258	3,641	SH		SOLE		0	0	3,641
FIDELITY COVINGTON TRUST	MSCI RL EST ETF	316092857	3,943,874	151,164	SH		SOLE		0	0	151,164
FORD MTR CO DEL	COM	345370860	982,248	73,964	SH		SOLE		0	0	73,964
GILEAD SCIENCES INC	COM	375558103	833,878	11,384	SH		SOLE		0	0	11,384
GOLDMAN SACHS GROUP INC	COM	38141G104	1,489,326	3,566	SH		SOLE		0	0	3,566
HOME DEPOT INC	COM	437076102	2,903,806	7,570	SH		SOLE		0	0	7,570
HONEYWELL INTL INC	COM	438516106	702,571	3,423	SH		SOLE		0	0	3,423
INDEPENDENCE RLTY TR INC	COM	45378A106	293,518	18,197	SH		SOLE		0	0	18,197
INTEL CORP	COM	458140100	870,414	19,706	SH		SOLE		0	0	19,706
INTERACTIVE BROKERS GROUP IN	COM CL A	45841N107	1,495,742	13,390	SH		SOLE		0	0	13,390
INTERNATIONAL BUSINESS MACHS	COM	459200101	2,042,716	10,697	SH		SOLE		0	0	10,697
INTUIT	COM	461202103	3,138,131	4,828	SH		SOLE		0	0	4,828
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 CB	46138J825	2,456,130	120,222	SH		SOLE		0	0	120,222
ISHARES TR	1 3 YR TREAS BD	464287457	9,090,160	111,154	SH		SOLE		0	0	111,154
ISHARES TR	BLACKROCK ULTRA	46434V878	2,107,008	41,673	SH		SOLE		0	0	41,673
ISHARES TR	CORE HIGH DV ETF	46429B663	3,784,526	34,339	SH		SOLE		0	0	34,339
ISHARES TR	CORE MSCI EAFE	46432F842	10,589,267	142,674	SH		SOLE		0	0	142,674
ISHARES TR	CORE S&P MCP ETF	464287507	10,584,178	174,254	SH		SOLE		0	0	174,254
ISHARES TR	CORE S&P SCP ETF	464287804	5,147,936	46,579	SH		SOLE		0	0	46,579
ISHARES TR	CORE S&P TTL STK	464287150	9,085,597	78,800	SH		SOLE		0	0	78,800
ISHARES TR	CORE S&P500 ETF	464287200	257,082	489	SH		SOLE		0	0	489
ISHARES TR	CORE US AGGBD ET	464287226	14,666,930	149,754	SH		SOLE		0	0	149,754
ISHARES TR	IBOXX INV CP ETF	464287242	4,713,054	43,271	SH		SOLE		0	0	43,271
ISHARES TR	INTRM GOV CR ETF	464288612	12,501,573	120,231	SH		SOLE		0	0	120,231
ISHARES TR	ISHS 1-5YR INVS	464288646	513,646	10,017	SH		SOLE		0	0	10,017
ISHARES TR	RUS 1000 GRW ETF	464287614	990,253	2,938	SH		SOLE		0	0	2,938
ISHARES TR	S&P 500 GRWT ETF	464287309	16,815,726	199,144	SH		SOLE		0	0	199,144
ISHARES TR	S&P 500 VAL ETF	464287408	20,943,034	112,109	SH		SOLE		0	0	112,109
ISHARES TR	SHORT TREAS BD	464288679	588,736	5,326	SH		SOLE		0	0	5,326
JABIL INC	COM	466313103	262,542	1,960	SH		SOLE		0	0	1,960
JOHNSON & JOHNSON	COM	478160104	3,430,142	21,684	SH		SOLE		0	0	21,684
JPMORGAN CHASE & CO	COM	46625H100	1,889,693	9,434	SH		SOLE		0	0	9,434
LAM RESEARCH CORP	COM	512807108	346,850	357	SH		SOLE		0	0	357
LAMAR ADVERTISING CO NEW	CL A	512816109	3,996,099	33,465	SH		SOLE		0	0	33,465
LISTED FD TR	ALEXIS PRACTICAL	53656F425	239,357	8,385	SH		SOLE		0	0	8,385
M & T BK CORP	COM	55261F104	310,646	2,136	SH		SOLE		0	0	2,136
MANHATTAN ASSOCIATES INC	COM	562750109	1,112,523	4,446	SH		SOLE		0	0	4,446
MARATHON PETE CORP	COM	56585A102	265,779	1,319	SH		SOLE		0	0	1,319
MARTIN MARIETTA MATLS INC	COM	573284106	556,230	906	SH		SOLE		0	0	906
MARVELL TECHNOLOGY INC	COM	573874104	527,985	7,449	SH		SOLE		0	0	7,449
MASTERCARD INCORPORATED	CL A	57636Q104	1,861,750	3,866	SH		SOLE		0	0	3,866
MCDONALDS CORP	COM	580135101	1,379,346	4,892	SH		SOLE		0	0	4,892
MERCK & CO INC	COM	58933Y105	3,963,696	30,039	SH		SOLE		0	0	30,039
META PLATFORMS INC	CL A	30303M102	3,589,420	7,392	SH		SOLE		0	0	7,392
MICRON TECHNOLOGY INC	COM	595112103	462,482	3,923	SH		SOLE		0	0	3,923
MICROSOFT CORP	COM	594918104	10,073,496	23,943	SH		SOLE		0	0	23,943
MITSUBISHI UFJ FINL GROUP IN	SPONSORED ADS	606822104	119,006	11,633	SH		SOLE		0	0	11,633
MODINE MFG CO	COM	607828100	1,496,006	15,716	SH		SOLE		0	0	15,716
MONDELEZ INTL INC	CL A	609207105	281,680	4,024	SH		SOLE		0	0	4,024
NATIONAL FUEL GAS CO	COM	636180101	930,914	17,329	SH		SOLE		0	0	17,329
NETFLIX INC	COM	64110L106	1,208,131	1,989	SH		SOLE		0	0	1,989
NEWMONT CORP	COM	651639106	268,872	7,502	SH		SOLE		0	0	7,502
NIKE INC	CL B	654106103	471,686	5,019	SH		SOLE		0	0	5,019
NORFOLK SOUTHN CORP	COM	655844108	264,300	1,037	SH		SOLE		0	0	1,037
NOVO-NORDISK A S	ADR	670100205	1,622,334	12,635	SH		SOLE		0	0	12,635
NUCOR CORP	COM	670346105	321,983	1,627	SH		SOLE		0	0	1,627
NVIDIA CORPORATION	COM	67066G104	9,925,653	10,985	SH		SOLE		0	0	10,985
OKTA INC	CL A	679295105	256,188	2,449	SH		SOLE		0	0	2,449
PALANTIR TECHNOLOGIES INC	CL A	69608A108	2,713,523	117,928	SH		SOLE		0	0	117,928
PALO ALTO NETWORKS INC	COM	697435105	1,545,951	5,441	SH		SOLE		0	0	5,441
PEPSICO INC	COM	713448108	506,129	2,892	SH		SOLE		0	0	2,892
PFIZER INC	COM	717081103	674,575	24,309	SH		SOLE		0	0	24,309
PHILIP MORRIS INTL INC	COM	718172109	2,138,409	23,340	SH		SOLE		0	0	23,340
PHILLIPS 66	COM	718546104	2,493,505	15,266	SH		SOLE		0	0	15,266
PINTEREST INC	CL A	72352L106	1,408,555	40,628	SH		SOLE		0	0	40,628
PNC FINL SVCS GROUP INC	COM	693475105	426,139	2,637	SH		SOLE		0	0	2,637
PRICE T ROWE GROUP INC	COM	74144T108	216,042	1,772	SH		SOLE		0	0	1,772
PROCTER AND GAMBLE CO	COM	742718109	1,621,308	9,993	SH		SOLE		0	0	9,993
PUBMATIC INC	COM CL A	74467Q103	202,972	8,557	SH		SOLE		0	0	8,557
QUALCOMM INC	COM	747525103	1,899,377	11,219	SH		SOLE		0	0	11,219
ROYAL BK CDA	COM	780087102	1,256,965	12,460	SH		SOLE		0	0	12,460
RTX CORPORATION	COM	75513E101	1,467,826	15,050	SH		SOLE		0	0	15,050
SALESFORCE INC	COM	79466L302	2,273,909	7,550	SH		SOLE		0	0	7,550
SCHWAB STRATEGIC TR	INTL EQTY ETF	808524805	3,961,533	101,526	SH		SOLE		0	0	101,526
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	808524854	5,763,862	117,510	SH		SOLE		0	0	117,510
SCHWAB STRATEGIC TR	SHT TM US TRES	808524862	4,625,022	95,935	SH		SOLE		0	0	95,935
SCHWAB STRATEGIC TR	US AGGREGATE B	808524839	6,475,735	140,777	SH		SOLE		0	0	140,777
SCHWAB STRATEGIC TR	US BRD MKT ETF	808524102	3,487,107	57,119	SH		SOLE		0	0	57,119
SCHWAB STRATEGIC TR	US DIVIDEND EQ	808524797	2,626,736	32,578	SH		SOLE		0	0	32,578
SCHWAB STRATEGIC TR	US LCAP GR ETF	808524300	7,151,925	77,135	SH		SOLE		0	0	77,135
SCHWAB STRATEGIC TR	US LCAP VA ETF	808524409	8,919,638	117,395	SH		SOLE		0	0	117,395
SCHWAB STRATEGIC TR	US MID-CAP ETF	808524508	4,226,676	51,906	SH		SOLE		0	0	51,906
SCHWAB STRATEGIC TR	US REIT ETF	808524847	1,726,013	85,025	SH		SOLE		0	0	85,025
SCHWAB STRATEGIC TR	US SML CAP ETF	808524607	2,090,109	42,447	SH		SOLE		0	0	42,447
SEMPRA	COM	816851109	1,816,465	25,288	SH		SOLE		0	0	25,288
SERVICENOW INC	COM	81762P102	1,922,773	2,522	SH		SOLE		0	0	2,522
SHOPIFY INC	CL A	82509L107	3,101,655	40,193	SH		SOLE		0	0	40,193
SKYWORKS SOLUTIONS INC	COM	83088M102	531,516	4,907	SH		SOLE		0	0	4,907
SMUCKER J M CO	COM NEW	832696405	381,000	3,027	SH		SOLE		0	0	3,027
SNAP ON INC	COM	833034101	1,079,722	3,645	SH		SOLE		0	0	3,645
SOUTHERN COPPER CORP	COM	84265V105	2,412,416	22,648	SH		SOLE		0	0	22,648
SPDR S&P 500 ETF TR	TR UNIT	78462F103	226,489	433	SH		SOLE		0	0	433
SPDR SER TR	AEROSPACE DEF	78464A631	257,836	1,835	SH		SOLE		0	0	1,835
SUPER MICRO COMPUTER INC	COM	86800U104	2,789,703	2,762	SH		SOLE		0	0	2,762
SYNOPSYS INC	COM	871607107	484,061	847	SH		SOLE		0	0	847
TESLA INC	COM	88160R101	358,963	2,042	SH		SOLE		0	0	2,042
TEXAS INSTRS INC	COM	882508104	2,174,500	12,482	SH		SOLE		0	0	12,482
THE TRADE DESK INC	COM CL A	88339J105	4,630,594	52,970	SH		SOLE		0	0	52,970
THERMO FISHER SCIENTIFIC INC	COM	883556102	476,592	820	SH		SOLE		0	0	820
THOR INDS INC	COM	885160101	370,912	3,161	SH		SOLE		0	0	3,161
TYSON FOODS INC	CL A	902494103	333,469	5,678	SH		SOLE		0	0	5,678
UBER TECHNOLOGIES INC	COM	90353T100	270,158	3,509	SH		SOLE		0	0	3,509
UNION PAC CORP	COM	907818108	486,757	1,979	SH		SOLE		0	0	1,979
UNITED PARCEL SERVICE INC	CL B	911312106	1,677,141	11,284	SH		SOLE		0	0	11,284
UNITEDHEALTH GROUP INC	COM	91324P102	984,948	1,991	SH		SOLE		0	0	1,991
VALERO ENERGY CORP	COM	91913Y100	2,263,827	13,263	SH		SOLE		0	0	13,263
VANGUARD INDEX FDS	VALUE ETF	922908744	214,975	1,320	SH		SOLE		0	0	1,320
VERIZON COMMUNICATIONS INC	COM	92343V104	1,534,895	36,580	SH		SOLE		0	0	36,580
VIRTU FINL INC	CL A	928254101	550,880	26,846	SH		SOLE		0	0	26,846
VISA INC	COM CL A	92826C839	4,218,415	15,115	SH		SOLE		0	0	15,115
WALGREENS BOOTS ALLIANCE INC	COM	931427108	830,660	38,297	SH		SOLE		0	0	38,297
WALMART INC	COM	931142103	1,401,027	23,284	SH		SOLE		0	0	23,284
WASTE MGMT INC DEL	COM	94106L109	448,352	2,103	SH		SOLE		0	0	2,103
ZSCALER INC	COM	98980G102	2,301,832	11,950	SH		SOLE		0	0	11,950

Independent Solutions Wealth Management 13F-HRQuarterly holdings report by institutional manager