Independence Financial Advisors

Independence Financial Advisors as of March 31, 2025

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