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

Independence Financial Advisors

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

Central Index Key (CIK): 0002066080

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Independence Financial Advisors

Independence Financial Advisors holds 47 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core S&p Us Gwt (IUSG)	23.9	$63M	494k	127.08	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	13.1	$35M	374k	92.29	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	5.6	$15M	153k	95.37	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	4.9	$13M	269k	48.35	View chart
Ishares Tr Faln Angls Usd (FALN)	4.5	$12M	446k	26.79	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	4.5	$12M	109k	108.69	View chart
Ishares Tr Tips Bd Etf (TIP)	4.4	$12M	104k	111.09	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	4.2	$11M	94k	118.14	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	3.7	$9.9M	61k	161.27	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	3.7	$9.7M	140k	69.52	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	3.7	$9.6M	141k	68.32	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	3.4	$9.0M	160k	56.26	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	3.1	$8.1M	164k	49.60	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	3.0	$7.8M	94k	82.73	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	2.3	$6.0M	88k	68.47	View chart
Ishares Tr Pfd And Incm Sec (PFF)	2.3	$6.0M	195k	30.73	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	2.1	$5.4M	226k	24.07	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$2.6M	9.3k	274.85	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.7	$1.7M	55k	31.50	View chart
Apple (AAPL)	0.6	$1.5M	6.6k	222.14	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$1.3M	2.6k	513.87	View chart
Microsoft Corporation (MSFT)	0.4	$1.1M	2.8k	375.33	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.4	$928k	30k	30.74	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$779k	2.7k	288.14	View chart
Ansys (ANSS)	0.3	$775k	2.4k	316.56	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$769k	1.4k	532.41	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$761k	3.9k	194.00	View chart
Exxon Mobil Corporation (XOM)	0.3	$693k	5.8k	118.93	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$666k	6.4k	103.47	View chart
Home Depot (HD)	0.2	$590k	1.6k	366.45	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$516k	6.2k	83.61	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$509k	2.9k	173.22	View chart
M&T Bank Corporation (MTB)	0.2	$505k	2.8k	178.77	View chart
CRH Ord (CRH)	0.2	$467k	5.3k	87.97	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$466k	8.1k	57.30	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$361k	7.1k	50.95	View chart
Broadcom (AVGO)	0.1	$359k	2.1k	167.40	View chart
Independent Bank (INDB)	0.1	$347k	5.5k	62.65	View chart
Wal-Mart Stores (WMT)	0.1	$336k	3.8k	87.78	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$311k	11k	27.47	View chart
NVIDIA Corporation (NVDA)	0.1	$281k	2.6k	108.36	View chart
At&t (T)	0.1	$270k	9.6k	28.28	View chart
Ge Aerospace Com New (GE)	0.1	$257k	1.3k	200.19	View chart
Verizon Communications (VZ)	0.1	$245k	5.4k	45.36	View chart
Tesla Motors (TSLA)	0.1	$244k	941.00	259.02	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$243k	4.0k	59.94	View chart
Visa Com Cl A (V)	0.1	$204k	583.00	350.21	View chart

Past Filings by Independence Financial Advisors

SEC 13F filings are viewable for Independence Financial Advisors going back to 2025

Independence Financial Advisors 2025 Q1 filed May 8, 2025

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