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

Currently, Independence Financial Advisors, LLC holds 55 types of securities in its portfolio with a total value $385.5M. In the most recent quarter, they have increased their positions in FTEC (+66.4K shares, valued at $19.0M), PFF (+543.0K shares, valued at $16.6M), FMAT (+204.6K shares, valued at $12.0M); decreased their positions in IEF (-191.0K shares, valued at $18.1M), FELV (-322.4K shares, valued at $12.9M), FNCL (-150.9K shares, valued at $11.5M); initiated new positions in PFF (+543.0K shares, valued at $16.6M), FMAT (+204.6K shares, valued at $12.0M), IJJ (+66.3K shares, valued at $9.8M).

1M P&L

-1.8M-0.51%

3M P&L

+5.8M+1.64%

HY P&L

+15.6M+4.55%

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/A373.5M

98.4%

2Banks - Regional1.1M

0.3%

3Consumer Electronics657.9K

0.2%

Top Industries by Stock Count

1N/A37 stocks

74.0%

2Banks - Regional2 stocks

4.0%

3Internet Content & Information1 stocks

2.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FELG FIDELITY COVINGTON TRUST1.3M shares5.27%2026-06-302026-07-09

FTEC FIDELITY COVINGTON TRUST141.3K shares88.78%2026-06-302026-07-09

FELV FIDELITY COVINGTON TRUST671.1K shares-32.45%2026-06-302026-07-09

TIP ISHARES TR192.1K shares58.31%2026-06-302026-07-09

IEI ISHARES TR175.8K shares7.69%2026-06-302026-07-09

ICVT ISHARES TR141.4K shares13.85%2026-06-302026-07-09

PFF ISHARES TR543.0K sharesnew addition2026-06-302026-07-09

FDVV FIDELITY COVINGTON TRUST228.0K shares-25.09%2026-06-302026-07-09

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FIDU FIDELITY COVINGTON TRUST136.3K shares4.61%2026-06-302026-07-09

FENI FIDELITY COVINGTON TRUST328.7K shares8.21%2026-06-302026-07-09

GLD SPDR GOLD TR35.3K shares22.85%2026-06-302026-07-09

FCOM FIDELITY COVINGTON TRUST185.4K shares8.82%2026-06-302026-07-09

FDIS FIDELITY COVINGTON TRUST123.5K shares81.19%2026-06-302026-07-09

FMAT FIDELITY COVINGTON TRUST204.6K sharesnew addition2026-06-302026-07-09

IJJ ISHARES TR66.3K sharesnew addition2026-06-302026-07-09

IJT ISHARES TR43.3K shares41.79%2026-06-302026-07-09

Sponsored

IJS ISHARES TR54.2K sharesnew addition2026-06-302026-07-09

ISTB ISHARES TR152.9K shares-2.16%2026-06-302026-07-09

IUSV ISHARES TR63.8K shares-31.37%2026-06-302026-07-09

FALN ISHARES TR257.0K sharesnew addition2026-06-302026-07-09

LQD ISHARES TR63.5K sharesnew addition2026-06-302026-07-09

FLBL FRANKLIN TEMPLETON ETF TR298.9K shares8.82%2026-06-302026-07-09

IUSG ISHARES TR29.1K shares-27.25%2026-06-302026-07-09

IJK ISHARES TR44.0K shares-34.39%2026-06-302026-07-09

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VANGUARD INDEX FDS VANGUARD INDEX FDS9.4K shares0.29%2026-06-302026-07-09

VOO VANGUARD INDEX FDS2.7K shares0.30%2026-06-302026-07-09

IEF ISHARES TR14.4K shares-93.01%2026-06-302026-07-09

JPMORGAN CHASE & CO JPMORGAN CHASE & CO4.0K shares0.13%2026-06-302026-07-09

FUTY FIDELITY COVINGTON TRUST17.2K shares-91.12%2026-06-302026-07-09

SHY ISHARES TR12.2K shares-86.53%2026-06-302026-07-09

VIG VANGUARD SPECIALIZED FUNDS4.0K shares0.40%2026-06-302026-07-09

FNCL FIDELITY COVINGTON TRUST11.7K shares-92.78%2026-06-302026-07-09

Sponsored

FHLC FIDELITY COVINGTON TRUST11.3K shares-38.54%2026-06-302026-07-09

RSP INVESCO EXCHANGE TRADED FD T3.1K shares0.39%2026-06-302026-07-09

AAPL APPLE INC2.3K shares-31.77%2026-06-302026-07-09

BRK.B BERKSHIRE HATHAWAY INC DEL1.3K shares0.00%2026-06-302026-07-09

MTB M & T BK CORP2.7K shares-0.04%2026-06-302026-07-09

MSFT MICROSOFT CORP1.7K shares-25.92%2026-06-302026-07-09

JHMM JOHN HANCOCK EXCHANGE TRADED8.0K shares0.39%2026-06-302026-07-09

EXXON MOBIL CORP EXXON MOBIL CORP4.3K shares-20.52%2026-06-302026-07-09

Sponsored

CRH CRH PLC5.4K shares0.69%2026-06-302026-07-09

TD TORONTO DOMINION BK ONT4.0K shares0.00%2026-06-302026-07-09

INDB INDEPENDENT BK CORP MASS5.7K shares0.63%2026-06-302026-07-09

HD HOME DEPOT INC1.3K shares-1.43%2026-06-302026-07-09

FREL FIDELITY COVINGTON TRUST13.7K shares20.45%2026-06-302026-07-09

GE GE AEROSPACE1.0K shares-19.38%2026-06-302026-07-09

GEV GE VERNOVA INC272 shares-15.53%2026-06-302026-07-09

GOOG ALPHABET INC897 shares0.00%2026-06-302026-07-09

Sponsored

QQQ INVESCO QQQ TR416 shares0.00%2026-06-302026-07-09

RTX CORPORATION RTX CORPORATION1.6K shares0.19%2026-06-302026-07-09

STIP ISHARES TR2.7K shares1.87%2026-06-302026-07-09

TSLA TESLA INC590 shares0.00%2026-06-302026-07-09

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC665 sharesnew addition2026-06-302026-07-09

INTC INTEL CORP1.5K sharesnew addition2026-06-302026-07-09

IXUS ISHARES TR2.1K sharesnew addition2026-06-302026-07-09

FELG

FIDELITY COVINGTON TRUST

5.27%

Shares1.3M

Event2026-06-30

Filed2026-07-09

FTEC

FIDELITY COVINGTON TRUST

88.78%

Shares141.3K

Event2026-06-30

Filed2026-07-09

FELV

FIDELITY COVINGTON TRUST

-32.45%

Shares671.1K

Event2026-06-30

Filed2026-07-09

TIP

ISHARES TR

58.31%

Shares192.1K

Event2026-06-30

Filed2026-07-09

IEI

ISHARES TR

7.69%

Shares175.8K

Event2026-06-30

Filed2026-07-09

ICVT

ISHARES TR

13.85%

Shares141.4K

Event2026-06-30

Filed2026-07-09

PFF

ISHARES TR

New

Shares543.0K

Event2026-06-30

Filed2026-07-09

FDVV

FIDELITY COVINGTON TRUST

-25.09%

Shares228.0K

Event2026-06-30

Filed2026-07-09

FIDU

FIDELITY COVINGTON TRUST

4.61%

Shares136.3K

Event2026-06-30

Filed2026-07-09

FENI

FIDELITY COVINGTON TRUST

8.21%

Shares328.7K

Event2026-06-30

Filed2026-07-09

GLD

SPDR GOLD TR

22.85%

Shares35.3K

Event2026-06-30

Filed2026-07-09

FCOM

FIDELITY COVINGTON TRUST

8.82%

Shares185.4K

Event2026-06-30

Filed2026-07-09

FDIS

FIDELITY COVINGTON TRUST

81.19%

Shares123.5K

Event2026-06-30

Filed2026-07-09

FMAT

FIDELITY COVINGTON TRUST

New

Shares204.6K

Event2026-06-30

Filed2026-07-09

IJJ

ISHARES TR

New

Shares66.3K

Event2026-06-30

Filed2026-07-09

IJT

ISHARES TR

41.79%

Shares43.3K

Event2026-06-30

Filed2026-07-09

IJS

ISHARES TR

New

Shares54.2K

Event2026-06-30

Filed2026-07-09

ISTB

ISHARES TR

-2.16%

Shares152.9K

Event2026-06-30

Filed2026-07-09

IUSV

ISHARES TR

-31.37%

Shares63.8K

Event2026-06-30

Filed2026-07-09

FALN

ISHARES TR

New

Shares257.0K

Event2026-06-30

Filed2026-07-09

LQD

ISHARES TR

New

Shares63.5K

Event2026-06-30

Filed2026-07-09

FLBL

FRANKLIN TEMPLETON ETF TR

8.82%

Shares298.9K

Event2026-06-30

Filed2026-07-09

IUSG

ISHARES TR

-27.25%

Shares29.1K

Event2026-06-30

Filed2026-07-09

IJK

ISHARES TR

-34.39%

Shares44.0K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

0.29%

Shares9.4K

Event2026-06-30

Filed2026-07-09

VOO

VANGUARD INDEX FDS

0.30%

Shares2.7K

Event2026-06-30

Filed2026-07-09

IEF

ISHARES TR

-93.01%

Shares14.4K

Event2026-06-30

Filed2026-07-09

JPMORGAN CHASE & CO

0.13%

Shares4.0K

Event2026-06-30

Filed2026-07-09

FUTY

FIDELITY COVINGTON TRUST

-91.12%

Shares17.2K

Event2026-06-30

Filed2026-07-09

SHY

ISHARES TR

-86.53%

Shares12.2K

Event2026-06-30

Filed2026-07-09

VIG

VANGUARD SPECIALIZED FUNDS

0.40%

Shares4.0K

Event2026-06-30

Filed2026-07-09

FNCL

FIDELITY COVINGTON TRUST

-92.78%

Shares11.7K

Event2026-06-30

Filed2026-07-09

FHLC

FIDELITY COVINGTON TRUST

-38.54%

Shares11.3K

Event2026-06-30

Filed2026-07-09

RSP

INVESCO EXCHANGE TRADED FD T

0.39%

Shares3.1K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC

-31.77%

Shares2.3K

Event2026-06-30

Filed2026-07-09

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-09

MTB

M & T BK CORP

-0.04%

Shares2.7K

Event2026-06-30

Filed2026-07-09

MSFT

MICROSOFT CORP

-25.92%

Shares1.7K

Event2026-06-30

Filed2026-07-09

JHMM

JOHN HANCOCK EXCHANGE TRADED

0.39%

Shares8.0K

Event2026-06-30

Filed2026-07-09

EXXON MOBIL CORP

-20.52%

Shares4.3K

Event2026-06-30

Filed2026-07-09

CRH

CRH PLC

0.69%

Shares5.4K

Event2026-06-30

Filed2026-07-09

TORONTO DOMINION BK ONT

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-09

INDB

INDEPENDENT BK CORP MASS

0.63%

Shares5.7K

Event2026-06-30

Filed2026-07-09

HOME DEPOT INC

-1.43%

Shares1.3K

Event2026-06-30

Filed2026-07-09

FREL

FIDELITY COVINGTON TRUST

20.45%

Shares13.7K

Event2026-06-30

Filed2026-07-09

GE AEROSPACE

-19.38%

Shares1.0K

Event2026-06-30

Filed2026-07-09

GEV

GE VERNOVA INC

-15.53%

Shares272

Event2026-06-30

Filed2026-07-09

GOOG

ALPHABET INC

0.00%

Shares897

Event2026-06-30

Filed2026-07-09

QQQ

INVESCO QQQ TR

0.00%

Shares416

Event2026-06-30

Filed2026-07-09

RTX CORPORATION

0.19%

Shares1.6K

Event2026-06-30

Filed2026-07-09

STIP

ISHARES TR

1.87%

Shares2.7K

Event2026-06-30

Filed2026-07-09

TSLA

TESLA INC

0.00%

Shares590

Event2026-06-30

Filed2026-07-09

TRAVELERS COMPANIES INC

New

Shares665

Event2026-06-30

Filed2026-07-09

INTC

INTEL CORP

New

Shares1.5K

Event2026-06-30

Filed2026-07-09

IXUS

ISHARES TR

New

Shares2.1K

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available