Independence Financial Advisors

Independence Financial Advisors as of June 30, 2025

Portfolio Holdings for Independence Financial Advisors

Independence Financial Advisors holds 51 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fidelity Covington Trust Enhanced Large (FELG) 12.0 $31M 830k 37.03
Fidelity Covington Trust Enhanced Large (FELV) 10.8 $28M 874k 31.77
Ishares Tr Core 1 5 Yr Usd (ISTB) 5.1 $13M 272k 48.65
Ishares Tr Iboxx Inv Cp Etf (LQD) 4.8 $12M 112k 109.61
Ishares Tr Tips Bd Etf (TIP) 4.7 $12M 109k 110.04
Ishares Tr Core S&p Us Vlu (IUSV) 4.6 $12M 126k 94.63
Fidelity Covington Trust Msci Info Tech I (FTEC) 4.5 $12M 59k 197.22
Ishares Tr 3 7 Yr Treas Bd (IEI) 4.5 $12M 97k 119.09
Ishares Tr 7-10 Yr Trsy Bd (IEF) 4.5 $12M 121k 95.77
Ishares Tr Core S&p Us Gwt (IUSG) 4.3 $11M 74k 150.40
Fidelity Covington Trust Msci Finls Idx (FNCL) 4.2 $11M 144k 74.04
Fidelity Covington Trust Enhanced Intl (FENI) 3.8 $9.7M 292k 33.26
Fidelity Covington Trust Msci Commntn Svc (FCOM) 3.7 $9.5M 146k 64.81
Fidelity Covington Trust High Divid Etf (FDVV) 3.5 $9.1M 175k 52.02
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.9 $7.5M 90k 82.86
Fidelity Covington Trust Msci Indl Indx (FIDU) 2.5 $6.5M 84k 77.53
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 2.2 $5.6M 233k 24.23
Fidelity Covington Trust Msci Consm Dis (FDIS) 2.1 $5.5M 59k 94.07
Ishares Tr S&p Mc 400gr Etf (IJK) 2.1 $5.5M 60k 90.98
Ishares Tr Faln Angls Usd (FALN) 1.7 $4.5M 164k 27.14
Ishares Tr S&P SML 600 GWT (IJT) 1.4 $3.6M 27k 133.04
Ishares Tr Pfd And Incm Sec (PFF) 1.2 $3.1M 101k 30.68
Ishares Tr Conv Bd Etf (ICVT) 1.2 $3.1M 34k 90.10
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $2.8M 9.3k 303.94
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.5M 2.6k 567.99
Microsoft Corporation (MSFT) 0.5 $1.4M 2.8k 497.36
Apple (AAPL) 0.5 $1.4M 6.6k 205.16
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.5 $1.3M 21k 63.95
Spdr Gold Tr Gold Shs (GLD) 0.3 $862k 2.8k 304.83
Ansys (ANSS) 0.3 $860k 2.4k 351.22
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $843k 4.1k 204.68
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $701k 1.4k 485.61
Exxon Mobil Corporation (XOM) 0.2 $622k 5.8k 107.80
Home Depot (HD) 0.2 $592k 1.6k 366.72
Broadcom (AVGO) 0.2 $584k 2.1k 275.68
M&T Bank Corporation (MTB) 0.2 $548k 2.8k 193.96
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $538k 5.2k 102.91
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $536k 2.9k 181.72
CRH Ord (CRH) 0.2 $487k 5.3k 91.80
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.2 $487k 8.0k 61.13
NVIDIA Corporation (NVDA) 0.2 $412k 2.6k 157.99
Fidelity Covington Trust Msci Utils Index (FUTY) 0.1 $372k 7.1k 52.60
Wal-Mart Stores (WMT) 0.1 $371k 3.8k 97.77
Independent Bank (INDB) 0.1 $351k 5.6k 62.88
Ge Aerospace Com New (GE) 0.1 $324k 1.3k 257.42
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $307k 11k 27.04
Toronto Dominion Bk Ont Com New (TD) 0.1 $297k 4.0k 73.45
At&t (T) 0.1 $268k 9.3k 28.94
Verizon Communications (VZ) 0.1 $235k 5.4k 43.27
JPMorgan Chase & Co. (JPM) 0.1 $219k 756.00 290.07
Visa Com Cl A (V) 0.1 $201k 566.00 355.12