Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Independence Advisors

Latest statistics and disclosures from Independence Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTV, IWF, VUG, EFA, IVW, and represent 54.94% of Independence Advisors's stock portfolio.
Added to shares of these 10 stocks: AAPL, EFA, VTV, BRK.B, VNQI, VCIT, BIV, ANVS, TSLA, NFLX.
Started 11 new stock positions in VCIT, VCSH, GDX, MKC, NFLX, GDXJ, BRK.B, ANVS, Vaneck Vectors Russia Index Et, SCHQ. TSLA.
Reduced shares in these 10 stocks: VUG, IWF, IVW, VBR, MUB, VSS, , ADP, RPM, EFV.
Sold out of its positions in ADP, CSCO, General Electric Company, RPM, PHYS.
Independence Advisors was a net buyer of stock by $3.3M.
Independence Advisors has $466M in assets under management (AUM), dropping by 6.71%.
Central Index Key (CIK): 0001679118

Tip: Access up to 7 years of quarterly data

Positions held by Independence Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Independence Advisors

Independence Advisors holds 170 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	12.3	$57M	+4%	548k	104.51	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	12.0	$56M	-3%	259k	216.89	View chart
Vanguard Index Fds Growth Etf (VUG)	11.8	$55M	-5%	241k	227.61	View chart
Ishares Tr Msci Eafe Etf (EFA)	11.5	$54M	+5%	841k	63.65	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	7.3	$34M	-3%	148k	231.08	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	6.1	$28M		303k	93.48	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.2	$15M		135k	112.45	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	3.1	$15M		124k	118.13	View chart
Ishares Tr Eafe Value Etf (EFV)	2.9	$14M		336k	40.35	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	2.4	$11M		103k	108.10	View chart
Ishares Tr National Mun Etf (MUB)	1.7	$7.8M	-3%	68k	115.93	View chart
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)	1.5	$7.0M	+2%	172k	40.90	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$6.8M		22k	307.67	View chart
Apple (AAPL)	1.4	$6.4M	+301%	55k	115.81	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.3	$6.2M		114k	54.44	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.3	$6.1M	-4%	55k	110.63	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	1.2	$5.8M		47k	122.42	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.2	$5.7M		131k	43.24	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.2	$5.4M		91k	58.99	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.1	$4.9M		23k	214.94	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.0	$4.6M	-5%	44k	105.29	View chart
McDonald's Corporation (MCD)	1.0	$4.5M		21k	219.48	View chart
PPG Industries (PPG)	0.8	$3.7M		30k	122.09	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.7	$3.2M		32k	99.33	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.6	$2.8M		63k	44.09	View chart
Microsoft Corporation (MSFT)	0.6	$2.7M		13k	210.31	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$2.4M	-2%	16k	149.77	View chart
Spdr Ser Tr Nuveen Blmbrg Sr (SHM)	0.5	$2.2M		45k	49.88	View chart
Pfizer (PFE)	0.3	$1.5M		41k	36.69	View chart
Bryn Mawr Bank	0.3	$1.5M		59k	24.88	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.3	$1.4M	+26%	30k	48.60	View chart
Essential Utils (WTRG)	0.3	$1.4M		35k	40.26	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$1.2M		16k	78.99	View chart
Johnson & Johnson (JNJ)	0.2	$1.1M		7.2k	148.81	View chart
Visa Com Cl A (V)	0.2	$1.0M	+4%	5.1k	199.92	View chart
Colgate-Palmolive Company (CL)	0.2	$1000k		13k	77.14	View chart
Spdr Ser Tr Nuveen Brc Munic (TFI)	0.2	$983k		19k	51.93	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$959k	-3%	654.00	1466.36	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$957k	-14%	651.00	1470.05	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$916k		5.9k	156.47	View chart
Amgen (AMGN)	0.2	$849k		3.3k	254.19	View chart
Mastercard Incorporated Cl A (MA)	0.2	$826k		2.4k	338.11	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$766k		2.3k	336.11	View chart
Amazon (AMZN)	0.2	$765k	+19%	243.00	3148.15	View chart
CSX Corporation (CSX)	0.1	$667k		8.6k	77.63	View chart
Merck & Co (MRK)	0.1	$628k	-3%	7.6k	82.99	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$601k		7.2k	83.10	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$567k	NEW	2.7k	213.08	View chart
Wal-Mart Stores (WMT)	0.1	$560k		4.0k	140.03	View chart
Oracle Corporation (ORCL)	0.1	$503k	-6%	8.4k	59.68	View chart
Home Depot (HD)	0.1	$497k		1.8k	277.65	View chart
Disney Walt Com Disney (DIS)	0.1	$490k		4.0k	123.96	View chart
Comcast Corp Cl A (CMCSA)	0.1	$486k		11k	46.24	View chart
Costco Wholesale Corporation (COST)	0.1	$447k		1.3k	355.33	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$430k		4.9k	88.22	View chart
Ishares U S Etf Tr Sht Mat Mun Etf (MEAR)	0.1	$401k		8.0k	50.16	View chart
Nike CL B (NKE)	0.1	$400k		3.2k	125.55	View chart
Intuitive Surgical Com New (ISRG)	0.1	$399k		562.00	709.96	View chart
Vanguard World Fds Energy Etf (VDE)	0.1	$393k		9.7k	40.33	View chart
Intuit (INTU)	0.1	$382k		1.2k	325.94	View chart
Zoetis Cl A (ZTS)	0.1	$380k		2.3k	165.29	View chart
Teleflex Incorporated (TFX)	0.1	$366k		1.1k	340.78	View chart
Abbvie (ABBV)	0.1	$344k		3.9k	87.55	View chart
Verisign (VRSN)	0.1	$332k		1.6k	204.56	View chart
Coca-Cola Company (KO)	0.1	$322k	-11%	6.5k	49.30	View chart
Kansas City Southern Com New	0.1	$322k		1.8k	180.59	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$313k	-3%	3.9k	80.59	View chart
Air Products & Chemicals (APD)	0.1	$310k	-8%	1.0k	297.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$303k		1.8k	170.51	View chart
UnitedHealth (UNH)	0.1	$300k		963.00	311.53	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$297k	-5%	1.6k	187.15	View chart
Honeywell International (HON)	0.1	$292k		1.8k	164.69	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$289k		3.6k	80.55	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$286k	-4%	2.5k	116.59	View chart
Chevron Corporation (CVX)	0.1	$275k	+4%	3.8k	71.93	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$274k		1.6k	176.43	View chart
International Business Machines (IBM)	0.1	$270k	-9%	2.2k	121.79	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$270k	NEW	2.8k	95.78	View chart
Exxon Mobil Corporation (XOM)	0.1	$267k		7.8k	34.37	View chart
Booking Holdings (BKNG)	0.1	$265k	-9%	155.00	1709.68	View chart
Texas Instruments Incorporated (TXN)	0.1	$264k		1.8k	142.86	View chart
Abbott Laboratories (ABT)	0.1	$263k		2.4k	108.81	View chart
Progressive Corporation (PGR)	0.1	$263k	+9%	2.8k	94.84	View chart
Facebook Cl A (META)	0.1	$262k		1.0k	261.48	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$249k		2.1k	117.95	View chart
Travelers Companies (TRV)	0.1	$246k		2.3k	108.18	View chart
TJX Companies (TJX)	0.1	$234k		4.2k	55.61	View chart
WSFS Financial Corporation (WSFS)	0.1	$234k		8.7k	26.92	View chart
Eli Lilly & Co. (LLY)	0.0	$226k		1.5k	148.00	View chart
Verizon Communications (VZ)	0.0	$225k		3.8k	59.51	View chart
Global Payments (GPN)	0.0	$224k		1.3k	177.78	View chart
Pepsi (PEP)	0.0	$223k		1.6k	138.60	View chart
Boeing Company (BA)	0.0	$221k		1.3k	165.17	View chart
Crown Castle Intl (CCI)	0.0	$219k		1.3k	166.41	View chart
Annovis Bio (ANVS)	0.0	$219k	NEW	46k	4.80	View chart
Tesla Motors (TSLA)	0.0	$218k	NEW	508.00	429.13	View chart
Novo-nordisk A S Adr (NVO)	0.0	$216k		3.1k	69.34	View chart
Netflix (NFLX)	0.0	$216k	NEW	431.00	501.16	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$211k	NEW	1.1k	194.29	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$207k		933.00	221.87	View chart
Bristol Myers Squibb (BMY)	0.0	$207k		3.4k	60.30	View chart
Bloom Energy Corp Com Cl A (BE)	0.0	$186k		10k	17.97	View chart
Movado (MOV)	0.0	$163k	+50%	16k	9.91	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$156k		2.7k	58.45	View chart
Accelr8 Technology	0.0	$139k		13k	10.69	View chart
Ishares Tr Nasdaq Biotech (IBB)	0.0	$114k		840.00	135.71	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$105k	-2%	1.0k	105.00	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$95k	-2%	748.00	127.01	View chart
Vaneck Vectors Etf Tr Gold Miners Etf (GDX)	0.0	$93k	NEW	2.4k	39.09	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$88k	-3%	600.00	146.67	View chart
Vaneck Vectors Etf Tr Jr Gold Miners E (GDXJ)	0.0	$87k	NEW	1.6k	55.63	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$79k		513.00	154.00	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$79k		501.00	157.68	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.0	$76k		747.00	101.74	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$75k	-34%	406.00	184.73	View chart
Select Sector Spdr Tr Sbi Int-finl (XLF)	0.0	$75k	-27%	3.1k	23.98	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$72k	+26%	1.2k	60.30	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.0	$65k	+13%	841.00	77.29	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$58k	+243%	1.0k	56.42	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$55k		901.00	61.04	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$53k		1.1k	50.24	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$53k		607.00	87.31	View chart
Republic First Ban (FRBKQ)	0.0	$53k		27k	1.99	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$50k	+14%	451.00	110.86	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$49k		650.00	75.38	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$47k	+6%	350.00	134.29	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$46k		800.00	57.50	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$45k		652.00	69.02	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$42k	+6%	528.00	79.55	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$39k		1.2k	32.26	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$37k		455.00	81.32	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$35k		1.2k	30.25	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$33k		519.00	63.58	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$32k		591.00	54.15	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$31k		382.00	81.15	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$29k		411.00	70.56	View chart
Vanguard World Fds Health Car Etf (VHT)	0.0	$28k		138.00	202.90	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$28k	+229%	547.00	51.19	View chart
Kopin Corporation (KOPN)	0.0	$28k		20k	1.40	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$25k	-32%	385.00	64.94	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$24k	NEW	292.00	82.19	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$24k	+8%	180.00	133.33	View chart
Ishares Tr Msci Ac Asia Etf (AAXJ)	0.0	$23k	+184%	302.00	76.16	View chart
Vaneck Vectors Etf Tr Russia Etf	0.0	$22k	NEW	1.0k	21.26	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$17k		86.00	197.67	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$15k	-50%	49.00	306.12	View chart
Cellectar Biosciences Com Par	0.0	$12k		10k	1.20	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$11k		85.00	129.41	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$11k	+3%	335.00	32.84	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$10k	+2%	356.00	28.09	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$10k	-20%	162.00	61.73	View chart
Ishares Tr MRNGSTR LG-CP VL (ILCV)	0.0	$10k		100.00	100.00	View chart
Ishares Tr Global Mater Etf (MXI)	0.0	$10k		145.00	68.97	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$9.0k	+10%	54.00	166.67	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$7.0k		142.00	49.30	View chart
Ishares Tr Trans Avg Etf (IYT)	0.0	$7.0k		37.00	189.19	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$6.0k		33.00	181.82	View chart
Globalstar (GSAT)	0.0	$5.0k		17k	0.29	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$5.0k		83.00	60.24	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$5.0k		63.00	79.37	View chart
Spdr Ser Tr S&p Oilgas Exp (XOP)	0.0	$5.0k		125.00	40.00	View chart
Bristol-myers Squibb Right 99/99/9999	0.0	$3.0k		1.2k	2.50	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$3.0k		14.00	214.29	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.0	$2.0k	NEW	37.00	54.05	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	0.0	$2.0k		19.00	105.26	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$2.0k		9.00	222.22	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$2.0k		14.00	142.86	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$2.0k	+40%	52.00	38.46	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$2.0k		53.00	37.74	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$1.0k		8.00	125.00	View chart

Past Filings by Independence Advisors

SEC 13F filings are viewable for Independence Advisors going back to 2016

Independence Advisors 2020 Q3 filed Nov. 4, 2020
Independence Advisors 2020 Q2 filed Aug. 11, 2020
Independence Advisors 2020 Q1 filed May 8, 2020
Independence Advisors 2019 Q4 filed Feb. 7, 2020
Independence Advisors 2019 Q3 filed Nov. 1, 2019
Independence Advisors 2019 Q2 filed Aug. 12, 2019
Independence Advisors 2019 Q1 filed May 3, 2019
Independence Advisors 2018 Q4 filed Jan. 31, 2019
Independence Advisors 2018 Q3 filed Oct. 23, 2018
Independence Advisors 2018 Q2 filed July 12, 2018
Independence Advisors 2018 Q1 filed April 6, 2018
Independence Advisors 2017 Q4 filed Jan. 12, 2018
Independence Advisors 2017 Q3 filed Oct. 16, 2017
Independence Advisors 2017 Q2 restated filed July 10, 2017
Independence Advisors 2017 Q2 filed July 7, 2017
Independence Advisors 2017 Q1 filed April 6, 2017

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z