The Analysis of Independence Financial Advisors, LLC's Holdings
Currently, Independence Financial Advisors, LLC holds 55 types of securities in its portfolio with a total value $363.8M. In the most recent quarter, they have increased their positions in FELG (+536.0K shares, valued at $22.3M), FELV (+32.8K shares, valued at $1.1M), JPM (+3.5K shares, valued at $1.1M); decreased their positions in AAPL (-1.2K shares, valued at $332.7K), IUSG (-769 shares, valued at $129.1K), XOM (-881 shares, valued at $106.0K); initiated new positions in GEV (+315 shares, valued at $206.1K), V (+572 shares, valued at $200.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
FELG FIDELITY COVINGTON TRUST1.3M shares69.18%2025-12-312026-01-15
FELV FIDELITY COVINGTON TRUST949.1K shares3.58%2025-12-312026-01-15 LQD ISHARES TR175.3K shares4.54%2025-12-312026-01-15 IEF ISHARES TR199.6K shares4.21%2025-12-312026-01-15 IEI ISHARES TR159.5K shares4.32%2025-12-312026-01-15 FTEC FIDELITY COVINGTON TRUST80.3K shares2.93%2025-12-312026-01-15 FDVV FIDELITY COVINGTON TRUST295.1K shares3.42%2025-12-312026-01-15 TIP ISHARES TR118.6K shares3.84%2025-12-312026-01-15 FALN ISHARES TR476.0K shares5.49%2025-12-312026-01-15 IUSV ISHARES TR118.7K shares-0.81%2025-12-312026-01-15 ICVT ISHARES TR123.3K shares4.27%2025-12-312026-01-15 FCOM FIDELITY COVINGTON TRUST164.6K shares2.69%2025-12-312026-01-15 FNCL FIDELITY COVINGTON TRUST151.0K shares3.19%2025-12-312026-01-15 FIDU FIDELITY COVINGTON TRUST136.7K shares3.00%2025-12-312026-01-15 FENI FIDELITY COVINGTON TRUST307.4K shares3.67%2025-12-312026-01-15 FUTY FIDELITY COVINGTON TRUST200.1K shares3.75%2025-12-312026-01-15 IUSG ISHARES TR64.4K shares-1.18%2025-12-312026-01-15 ISTB ISHARES TR154.0K shares1.53%2025-12-312026-01-15 SHY ISHARES TR88.4K shares3.42%2025-12-312026-01-15 IJK ISHARES TR66.0K shares3.67%2025-12-312026-01-15 FDIS FIDELITY COVINGTON TRUST61.8K shares3.94%2025-12-312026-01-15 FLBL FRANKLIN TEMPLETON ETF TR262.5K shares5.61%2025-12-312026-01-15 PFF ISHARES TR194.4K shares5.76%2025-12-312026-01-15 IJT ISHARES TR29.4K shares3.92%2025-12-312026-01-15 VTI VANGUARD INDEX FDS9.4K shares0.56%2025-12-312026-01-15 AAPL APPLE INC5.3K shares-18.67%2025-12-312026-01-15 JPM JPMORGAN CHASE & CO.4.3K shares416.79%2025-12-312026-01-15 FHLC FIDELITY COVINGTON TRUST18.3K shares-4.02%2025-12-312026-01-15 MSFT MICROSOFT CORP2.6K shares0.54%2025-12-312026-01-15 GLD SPDR GOLD TR2.8K shares0.00%2025-12-312026-01-15 VIG VANGUARD SPECIALIZED FUNDS4.0K shares0.33%2025-12-312026-01-15 BROADCOM INC BROADCOM INC2.1K shares-0.05%2025-12-312026-01-15 CRH PLC CRH PLC5.3K shares0.28%2025-12-312026-01-15 XOM EXXON MOBIL CORP4.9K shares-15.24%2025-12-312026-01-15 HD HOME DEPOT INC1.6K shares0.25%2025-12-312026-01-15 MTB M & T BK CORP2.7K shares-0.11%2025-12-312026-01-15 JHMM JOHN HANCOCK EXCHANGE TRADED8.0K shares0.57%2025-12-312026-01-15 INDB INDEPENDENT BK CORP MASS5.7K shares0.66%2025-12-312026-01-15 WMT WALMART INC3.6K shares0.53%2025-12-312026-01-15 NVDA NVIDIA CORPORATION2.1K shares-20.15%2025-12-312026-01-15 GE AEROSPACE GE AEROSPACE1.3K shares0.16%2025-12-312026-01-15 TD TORONTO DOMINION BK ONT4.0K shares0.00%2025-12-312026-01-15 FREL FIDELITY COVINGTON TRUST11.3K shares0.03%2025-12-312026-01-15 STIP ISHARES TR2.6K shares-2.86%2025-12-312026-01-15 TSLA TESLA INC594 shares-2.46%2025-12-312026-01-15 ALPHABET INC ALPHABET INC846 shares0.00%2025-12-312026-01-15 RTX RTX CORPORATION1.3K shares0.16%2025-12-312026-01-15 T AT&T INC9.2K shares-0.77%2025-12-312026-01-15 VGT VANGUARD WORLD FD296 shares0.00%2025-12-312026-01-15 VZ VERIZON COMMUNICATIONS INC5.4K shares-0.84%2025-12-312026-01-15 GEV GE VERNOVA INC315 sharesnew addition2025-12-312026-01-15 V VISA INC572 sharesnew addition2025-12-312026-01-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available