0001085146-24-006067.txt : 20241219 0001085146-24-006067.hdr.sgml : 20241219 20241219131948 ACCESSION NUMBER: 0001085146-24-006067 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20241219 DATE AS OF CHANGE: 20241219 EFFECTIVENESS DATE: 20241219 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Independent Solutions Wealth Management, LLC CENTRAL INDEX KEY: 0001818391 ORGANIZATION NAME: IRS NUMBER: 261316413 STATE OF INCORPORATION: NY FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24522 FILM NUMBER: 241561945 BUSINESS ADDRESS: STREET 1: 305 SPINDRIFT DRIVE CITY: WILLIAMSVILLE STATE: NY ZIP: 14221 BUSINESS PHONE: 7165688560 MAIL ADDRESS: STREET 1: 305 SPINDRIFT DRIVE CITY: WILLIAMSVILLE STATE: NY ZIP: 14221 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001818391 XXXXXXXX 12-31-2022 12-31-2022 false Independent Solutions Wealth Management, LLC

305 Spindrift Drive Williamsville NY 14221

13F HOLDINGS REPORT 028-24522 000144733 801-69708 N Michael F. Zimmer 716-568-8560 /s/ Michael F. Zimmer Williamsville NY 12-19-2024 0 213 328262615 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 370433 3089 SH SOLE 0 0 3089 8X8 INC NEW COM 282914100 84167 19483 SH SOLE 0 0 19483 ABBVIE INC COM 00287Y109 588412 3641 SH SOLE 0 0 3641 ACTIVISION BLIZZARD INC COM 00507V109 429139 5606 SH SOLE 0 0 5606 ADOBE SYSTEMS INCORPORATED COM 00724F101 2060489 6123 SH SOLE 0 0 6123 AES CORP COM 00130H105 576570 20048 SH SOLE 0 0 20048 AIR PRODS & CHEMS INC COM 009158106 2628225 8526 SH SOLE 0 0 8526 ALLSTATE CORP COM 020002101 363001 2677 SH SOLE 0 0 2677 ALPHABET INC CAP STK CL A 02079K305 1088758 12340 SH SOLE 0 0 12340 ALPHABET INC CAP STK CL C 02079K107 778606 8775 SH SOLE 0 0 8775 ALPS ETF TR ALERIAN MLP 00162Q452 287162 7543 SH SOLE 0 0 7543 ALTERYX INC COM CL A 02156B103 258670 5105 SH SOLE 0 0 5105 ALTRIA GROUP INC COM 02209S103 1639161 35860 SH SOLE 0 0 35860 AMAZON COM INC COM 023135106 1332324 15861 SH SOLE 0 0 15861 AMDOCS LTD SHS G02602103 520493 5726 SH SOLE 0 0 5726 AMEREN CORP COM 023608102 239244 2691 SH SOLE 0 0 2691 AMERICAN ELEC PWR CO INC COM 025537101 625592 6589 SH SOLE 0 0 6589 AMERICAN EXPRESS CO COM 025816109 234923 1590 SH SOLE 0 0 1590 AMERICAN INTL GROUP INC COM NEW 026874784 247142 3908 SH SOLE 0 0 3908 AMERICAS CAR-MART INC COM 03062T105 614210 8500 SH SOLE 0 0 8500 AMGEN INC COM 031162100 2379437 9060 SH SOLE 0 0 9060 APPLE INC COM 037833100 8627966 66405 SH SOLE 0 0 66405 ARISTA NETWORKS INC COM 040413106 272067 2242 SH SOLE 0 0 2242 ASTRAZENECA PLC SPONSORED ADR 046353108 590071 8703 SH SOLE 0 0 8703 AT&T INC COM 00206R102 1500838 81523 SH SOLE 0 0 81523 BANK AMERICA CORP COM 060505104 680616 20550 SH SOLE 0 0 20550 BECTON DICKINSON & CO COM 075887109 615152 2419 SH SOLE 0 0 2419 BK OF AMERICA CORP 7.25%CNV PFD L 060505682 498800 430 SH SOLE 0 0 430 BLACKSTONE INC COM 09260D107 936575 12624 SH SOLE 0 0 12624 BOEING CO COM 097023105 530134 2783 SH SOLE 0 0 2783 BOX INC CL A 10316T104 336142 10798 SH SOLE 0 0 10798 BRISTOL-MYERS SQUIBB CO COM 110122108 289095 4018 SH SOLE 0 0 4018 BROADCOM INC COM 11135F101 3681059 6584 SH SOLE 0 0 6584 CANADIAN NAT RES LTD COM 136385101 481446 8670 SH SOLE 0 0 8670 CHEMED CORP NEW COM 16359R103 294008 576 SH SOLE 0 0 576 CHEVRON CORP NEW COM 166764100 3221758 17950 SH SOLE 0 0 17950 CIA ENERGETICA DE MINAS GERA SP ADR N-V PFD 204409601 28276 13929 SH SOLE 0 0 13929 CIGNA CORP NEW COM 125523100 866785 2616 SH SOLE 0 0 2616 CISCO SYS INC COM 17275R102 4321788 90718 SH SOLE 0 0 90718 COCA COLA CO COM 191216100 2661133 41835 SH SOLE 0 0 41835 COMMERCIAL METALS CO COM 201723103 305836 6332 SH SOLE 0 0 6332 CONOCOPHILLIPS COM 20825C104 221145 1874 SH SOLE 0 0 1874 CONSTELLATION BRANDS INC CL A 21036P108 1670454 7208 SH SOLE 0 0 7208 CONSTELLATION ENERGY CORP COM 21037T109 254233 2949 SH SOLE 0 0 2949 COPART INC COM 217204106 2292630 37652 SH SOLE 0 0 37652 CORNING INC COM 219350105 310776 9730 SH SOLE 0 0 9730 COSTCO WHSL CORP NEW COM 22160K105 13094246 28684 SH SOLE 0 0 28684 CROWDSTRIKE HLDGS INC CL A 22788C105 353774 3360 SH SOLE 0 0 3360 CROWN CASTLE INC COM 22822V101 1108179 8170 SH SOLE 0 0 8170 CUMMINS INC COM 231021106 1061715 4382 SH SOLE 0 0 4382 CVS HEALTH CORP COM 126650100 340595 3655 SH SOLE 0 0 3655 DEVON ENERGY CORP NEW COM 25179M103 395851 6436 SH SOLE 0 0 6436 DICKS SPORTING GOODS INC COM 253393102 218206 1814 SH SOLE 0 0 1814 DILLARDS INC CL A 254067101 775680 2400 SH SOLE 0 0 2400 DISCOVER FINL SVCS COM 254709108 294175 3007 SH SOLE 0 0 3007 DISNEY WALT CO COM 254687106 568776 6547 SH SOLE 0 0 6547 DOW INC COM 260557103 559027 11094 SH SOLE 0 0 11094 DTE ENERGY CO COM 233331107 228302 1943 SH SOLE 0 0 1943 EATON CORP PLC SHS G29183103 1911808 12181 SH SOLE 0 0 12181 EDWARDS LIFESCIENCES CORP COM 28176E108 236812 3174 SH SOLE 0 0 3174 ENBRIDGE INC COM 29250N105 1779441 45510 SH SOLE 0 0 45510 ENEL CHILE S.A. 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