Independence Financial Advisors

Independence Financial Advisors as of Sept. 30, 2025

Portfolio Holdings for Independence Financial Advisors

Independence Financial Advisors holds 53 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fidelity Covington Trust Enhanced Large (FELG) 9.7 $32M 775k 41.12
Fidelity Covington Trust Enhanced Large (FELV) 9.4 $31M 916k 33.53
Ishares Tr Iboxx Inv Cp Etf (LQD) 5.7 $19M 168k 111.47
Ishares Tr 7-10 Yr Trsy Bd (IEF) 5.6 $19M 192k 96.46
Ishares Tr 3 7 Yr Treas Bd (IEI) 5.6 $18M 153k 119.51
Fidelity Covington Trust Msci Info Tech I (FTEC) 5.3 $17M 78k 222.17
Fidelity Covington Trust High Divid Etf (FDVV) 4.8 $16M 285k 55.71
Ishares Tr Tips Bd Etf (TIP) 3.9 $13M 114k 111.22
Ishares Tr Faln Angls Usd (FALN) 3.8 $13M 451k 27.78
Ishares Tr Core S&p Us Vlu (IUSV) 3.6 $12M 120k 99.95
Ishares Tr Conv Bd Etf (ICVT) 3.6 $12M 118k 100.05
Fidelity Covington Trust Msci Commntn Svc (FCOM) 3.5 $11M 160k 70.97
Fidelity Covington Trust Msci Finls Idx (FNCL) 3.4 $11M 146k 76.34
Fidelity Covington Trust Msci Utils Index (FUTY) 3.3 $11M 193k 56.47
Fidelity Covington Trust Msci Indl Indx (FIDU) 3.3 $11M 133k 81.94
Ishares Tr Core S&p Us Gwt (IUSG) 3.3 $11M 65k 164.54
Fidelity Covington Trust Enhanced Intl (FENI) 3.2 $11M 297k 35.28
Ishares Tr Core 1 5 Yr Usd (ISTB) 2.3 $7.4M 152k 48.84
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.2 $7.1M 86k 82.96
Fidelity Covington Trust Msci Consm Dis (FDIS) 1.9 $6.1M 60k 102.87
Ishares Tr S&p Mc 400gr Etf (IJK) 1.9 $6.1M 64k 95.89
Franklin Templeton Etf Tr Senior Loan Etf (FLBL) 1.8 $6.0M 249k 24.02
Ishares Tr Pfd And Incm Sec (PFF) 1.8 $5.8M 184k 31.62
Ishares Tr S&P SML 600 GWT (IJT) 1.2 $4.0M 28k 141.50
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $3.1M 9.3k 328.18
Apple (AAPL) 0.5 $1.7M 6.6k 254.62
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.6M 2.6k 612.35
Microsoft Corporation (MSFT) 0.4 $1.3M 2.6k 517.95
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.4 $1.3M 19k 66.87
Spdr Gold Tr Gold Shs (GLD) 0.3 $1.0M 2.8k 355.47
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $850k 3.9k 215.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $726k 1.4k 502.58
Broadcom (AVGO) 0.2 $700k 2.1k 329.91
Home Depot (HD) 0.2 $655k 1.6k 405.27
Exxon Mobil Corporation (XOM) 0.2 $652k 5.8k 112.74
CRH Ord (CRH) 0.2 $638k 5.3k 119.89
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $562k 3.0k 189.67
M&T Bank Corporation (MTB) 0.2 $536k 2.7k 197.59
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.2 $515k 8.0k 64.69
NVIDIA Corporation (NVDA) 0.1 $487k 2.6k 186.58
Independent Bank (INDB) 0.1 $389k 5.6k 69.17
Ge Aerospace Com New (GE) 0.1 $379k 1.3k 300.84
Wal-Mart Stores (WMT) 0.1 $367k 3.6k 103.06
Toronto Dominion Bk Ont Com New (TD) 0.1 $324k 4.0k 79.95
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $315k 11k 27.81
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $278k 2.7k 103.38
Tesla Motors (TSLA) 0.1 $271k 609.00 444.72
At&t (T) 0.1 $263k 9.3k 28.24
JPMorgan Chase & Co. (JPM) 0.1 $261k 828.00 315.36
Verizon Communications (VZ) 0.1 $240k 5.5k 43.95
Vanguard World Inf Tech Etf (VGT) 0.1 $221k 296.00 746.93
Raytheon Technologies Corp (RTX) 0.1 $211k 1.3k 167.38
Alphabet Cap Stk Cl C (GOOG) 0.1 $206k 846.00 243.45