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The Analysis of Independence Financial Advisors, LLC's Holdings & P&L

Currently, Independence Financial Advisors, LLC holds 51 types of securities in its portfolio with a total value $333.2M. In the most recent quarter, they have increased their positions in GLD (+25.9K shares, valued at $11.2M), FENY (+317.7K shares, valued at $10.8M), FELV (+44.4K shares, valued at $1.5M); decreased their positions in IUSG (-24.4K shares, valued at $3.8M), IUSV (-25.8K shares, valued at $2.6M), FELG (-37.3K shares, valued at $1.4M); initiated new positions in FENY (+317.7K shares, valued at $10.8M), N/A (+416 shares, valued at $240.1K).

1M P&L

+10.1M+3.01%

3M P&L

+15.0M+4.55%

HY P&L

+27.8M+8.76%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A320.9M

97.8%

2Banks - Diversified1.5M

0.5%

3Banks - Regional988.8K

0.3%

Top Industries by Stock Count

1N/A29 stocks

67.4%

2Telecom Services2 stocks

4.7%

3Banks - Regional2 stocks

4.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FELG FIDELITY COVINGTON TRUST1.3M shares-2.84%2026-03-312026-04-15

FELV FIDELITY COVINGTON TRUST993.5K shares4.68%2026-03-312026-04-15

IEF ISHARES TR205.4K shares2.89%2026-03-312026-04-15

IEI ISHARES TR163.3K shares2.37%2026-03-312026-04-15

FDVV FIDELITY COVINGTON TRUST304.4K shares3.12%2026-03-312026-04-15

FTEC FIDELITY COVINGTON TRUST74.8K shares-6.84%2026-03-312026-04-15

TIP ISHARES TR121.4K shares2.32%2026-03-312026-04-15

ICVT ISHARES TR124.2K shares0.71%2026-03-312026-04-15

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GLD SPDR GOLD TR28.7K shares916.37%2026-03-312026-04-15

FCOM FIDELITY COVINGTON TRUST170.4K shares3.50%2026-03-312026-04-15

FUTY FIDELITY COVINGTON TRUST194.0K shares-3.03%2026-03-312026-04-15

FNCL FIDELITY COVINGTON TRUST162.6K shares7.71%2026-03-312026-04-15

FENI FIDELITY COVINGTON TRUST303.8K shares-1.17%2026-03-312026-04-15

FIDU FIDELITY COVINGTON TRUST130.3K shares-4.67%2026-03-312026-04-15

FENY FIDELITY COVINGTON TRUST317.7K sharesnew addition2026-03-312026-04-15

IUSV ISHARES TR93.0K shares-21.70%2026-03-312026-04-15

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ISTB ISHARES TR156.2K shares1.43%2026-03-312026-04-15

SHY ISHARES TR90.9K shares2.78%2026-03-312026-04-15

IJK ISHARES TR67.0K shares1.58%2026-03-312026-04-15

FDIS FIDELITY COVINGTON TRUST68.1K shares10.18%2026-03-312026-04-15

FLBL FRANKLIN TEMPLETON ETF TR274.7K shares4.63%2026-03-312026-04-15

IUSG ISHARES TR40.0K shares-37.90%2026-03-312026-04-15

IJT ISHARES TR30.5K shares3.73%2026-03-312026-04-15

VTI VANGUARD INDEX FDS9.4K shares0.32%2026-03-312026-04-15

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VANGUARD INDEX FDS VANGUARD INDEX FDS2.7K shares0.30%2026-03-312026-04-15

FHLC FIDELITY COVINGTON TRUST18.3K shares0.03%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO4.0K shares-7.29%2026-03-312026-04-15

XOM EXXON MOBIL CORP5.4K shares10.57%2026-03-312026-04-15

VIG VANGUARD SPECIALIZED FUNDS4.0K shares0.38%2026-03-312026-04-15

AAPL APPLE INC3.3K shares-37.49%2026-03-312026-04-15

MSFT MICROSOFT CORP2.2K shares-14.08%2026-03-312026-04-15

BROADCOM INC BROADCOM INC2.0K shares-3.63%2026-03-312026-04-15

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.3K shares-4.02%2026-03-312026-04-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.1K shares3.80%2026-03-312026-04-15

CRH PLC CRH PLC5.3K shares0.00%2026-03-312026-04-15

MTB M & T BK CORP2.7K shares0.07%2026-03-312026-04-15

JHMM JOHN HANCOCK EXCHANGE TRADED8.0K shares0.00%2026-03-312026-04-15

HD HOME DEPOT INC1.3K shares-17.95%2026-03-312026-04-15

INDB INDEPENDENT BK CORP MASS5.7K shares0.62%2026-03-312026-04-15

WMT WALMART INC3.2K shares-9.39%2026-03-312026-04-15

Sponsored

TD TORONTO DOMINION BK ONT4.0K shares0.00%2026-03-312026-04-15

GE AEROSPACE GE AEROSPACE1.3K shares1.90%2026-03-312026-04-15

VZ VERIZON COMMUNICATIONS INC6.2K shares14.03%2026-03-312026-04-15

FREL FIDELITY COVINGTON TRUST11.3K shares0.03%2026-03-312026-04-15

RTX RTX CORPORATION1.6K shares24.62%2026-03-312026-04-15

T AT&T INC10.1K shares9.89%2026-03-312026-04-15

GEV GE VERNOVA INC322 shares2.22%2026-03-312026-04-15

STIP ISHARES TR2.6K shares0.00%2026-03-312026-04-15

Sponsored

ALPHABET INC ALPHABET INC897 shares6.03%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR416 sharesnew addition2026-03-312026-04-15

TSLA TESLA INC590 shares-0.67%2026-03-312026-04-15

FELG

FIDELITY COVINGTON TRUST

-2.84%

Shares1.3M

Event2026-03-31

Filed2026-04-15

FELV

FIDELITY COVINGTON TRUST

4.68%

Shares993.5K

Event2026-03-31

Filed2026-04-15

IEF

ISHARES TR

2.89%

Shares205.4K

Event2026-03-31

Filed2026-04-15

IEI

ISHARES TR

2.37%

Shares163.3K

Event2026-03-31

Filed2026-04-15

FDVV

FIDELITY COVINGTON TRUST

3.12%

Shares304.4K

Event2026-03-31

Filed2026-04-15

FTEC

FIDELITY COVINGTON TRUST

-6.84%

Shares74.8K

Event2026-03-31

Filed2026-04-15

TIP

ISHARES TR

2.32%

Shares121.4K

Event2026-03-31

Filed2026-04-15

ICVT

ISHARES TR

0.71%

Shares124.2K

Event2026-03-31

Filed2026-04-15

GLD

SPDR GOLD TR

916.37%

Shares28.7K

Event2026-03-31

Filed2026-04-15

FCOM

FIDELITY COVINGTON TRUST

3.50%

Shares170.4K

Event2026-03-31

Filed2026-04-15

FUTY

FIDELITY COVINGTON TRUST

-3.03%

Shares194.0K

Event2026-03-31

Filed2026-04-15

FNCL

FIDELITY COVINGTON TRUST

7.71%

Shares162.6K

Event2026-03-31

Filed2026-04-15

FENI

FIDELITY COVINGTON TRUST

-1.17%

Shares303.8K

Event2026-03-31

Filed2026-04-15

FIDU

FIDELITY COVINGTON TRUST

-4.67%

Shares130.3K

Event2026-03-31

Filed2026-04-15

FENY

FIDELITY COVINGTON TRUST

New

Shares317.7K

Event2026-03-31

Filed2026-04-15

IUSV

ISHARES TR

-21.70%

Shares93.0K

Event2026-03-31

Filed2026-04-15

ISTB

ISHARES TR

1.43%

Shares156.2K

Event2026-03-31

Filed2026-04-15

SHY

ISHARES TR

2.78%

Shares90.9K

Event2026-03-31

Filed2026-04-15

IJK

ISHARES TR

1.58%

Shares67.0K

Event2026-03-31

Filed2026-04-15

FDIS

FIDELITY COVINGTON TRUST

10.18%

Shares68.1K

Event2026-03-31

Filed2026-04-15

FLBL

FRANKLIN TEMPLETON ETF TR

4.63%

Shares274.7K

Event2026-03-31

Filed2026-04-15

IUSG

ISHARES TR

-37.90%

Shares40.0K

Event2026-03-31

Filed2026-04-15

IJT

ISHARES TR

3.73%

Shares30.5K

Event2026-03-31

Filed2026-04-15

VTI

VANGUARD INDEX FDS

0.32%

Shares9.4K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

0.30%

Shares2.7K

Event2026-03-31

Filed2026-04-15

FHLC

FIDELITY COVINGTON TRUST

0.03%

Shares18.3K

Event2026-03-31

Filed2026-04-15

JPM

JPMORGAN CHASE & CO

-7.29%

Shares4.0K

Event2026-03-31

Filed2026-04-15

XOM

EXXON MOBIL CORP

10.57%

Shares5.4K

Event2026-03-31

Filed2026-04-15

VIG

VANGUARD SPECIALIZED FUNDS

0.38%

Shares4.0K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

-37.49%

Shares3.3K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

-14.08%

Shares2.2K

Event2026-03-31

Filed2026-04-15

BROADCOM INC

-3.63%

Shares2.0K

Event2026-03-31

Filed2026-04-15

BERKSHIRE HATHAWAY INC DEL

-4.02%

Shares1.3K

Event2026-03-31

Filed2026-04-15

INVESCO EXCHANGE TRADED FD T

3.80%

Shares3.1K

Event2026-03-31

Filed2026-04-15

CRH PLC

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-15

MTB

M & T BK CORP

0.07%

Shares2.7K

Event2026-03-31

Filed2026-04-15

JHMM

JOHN HANCOCK EXCHANGE TRADED

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-15

HOME DEPOT INC

-17.95%

Shares1.3K

Event2026-03-31

Filed2026-04-15

INDB

INDEPENDENT BK CORP MASS

0.62%

Shares5.7K

Event2026-03-31

Filed2026-04-15

WMT

WALMART INC

-9.39%

Shares3.2K

Event2026-03-31

Filed2026-04-15

TORONTO DOMINION BK ONT

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-15

GE AEROSPACE

1.90%

Shares1.3K

Event2026-03-31

Filed2026-04-15

VERIZON COMMUNICATIONS INC

14.03%

Shares6.2K

Event2026-03-31

Filed2026-04-15

FREL

FIDELITY COVINGTON TRUST

0.03%

Shares11.3K

Event2026-03-31

Filed2026-04-15

RTX

RTX CORPORATION

24.62%

Shares1.6K

Event2026-03-31

Filed2026-04-15

AT&T INC

9.89%

Shares10.1K

Event2026-03-31

Filed2026-04-15

GEV

GE VERNOVA INC

2.22%

Shares322

Event2026-03-31

Filed2026-04-15

STIP

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

6.03%

Shares897

Event2026-03-31

Filed2026-04-15

INVESCO QQQ TR

New

Shares416

Event2026-03-31

Filed2026-04-15

TSLA

TESLA INC

-0.67%

Shares590

Event2026-03-31

Filed2026-04-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available