Independence Advisors

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

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

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Portfolio Holdings for Independence Advisors

Companies in the Independence Advisors portfolio as of 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
Ishares Tr Rus 1000 Grw Etf (IWF) 12.0 $56M -3% 259k 216.89
Vanguard Index Fds Growth Etf (VUG) 11.8 $55M -5% 241k 227.61
Ishares Tr Msci Eafe Etf (EFA) 11.5 $54M +5% 841k 63.65
Ishares Tr S&p 500 Grwt Etf (IVW) 7.3 $34M -3% 148k 231.08
Vanguard Bd Index Fds Intermed Term (BIV) 6.1 $28M 303k 93.48
Ishares Tr S&p 500 Val Etf (IVE) 3.2 $15M 135k 112.45
Ishares Tr Rus 1000 Val Etf (IWD) 3.1 $15M 124k 118.13
Ishares Tr Eafe Value Etf (EFV) 2.9 $14M 336k 40.35
Ishares Tr Shrt Nat Mun Etf (SUB) 2.4 $11M 103k 108.10
Ishares Tr National Mun Etf (MUB) 1.7 $7.8M -3% 68k 115.93
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.5 $7.0M +2% 172k 40.90
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $6.8M 22k 307.67
Apple (AAPL) 1.4 $6.4M +301% 55k 115.81

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

Past Filings by Independence Advisors

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

View all past filings