Independence Financial Advisors, LLC Portfolio Holdings
Q3 2025•53 long positions•$328.3M portfolio value
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Holding55 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $31.9M 9.7% | -$2.3M Sold | — 774.8K shares | 830.4K → 774.8K −$2.3M | -6.69% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $30.7M 9.36% | +$1.4M Bought | — 916.3K shares | 873.5K → 916.3K +$1.4M | +4.9% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $18.7M 5.69% | +$6.2M Bought | — 167.7K shares | 112.2K → 167.7K +$6.2M | +49.49% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $18.5M 5.63% | +$6.8M Bought | — 191.6K shares | 120.7K → 191.6K +$6.8M | +58.75% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $18.3M 5.57% | +$6.7M Bought | — 152.9K shares | 97.0K → 152.9K +$6.7M | +57.57% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $17.3M 5.28% | +$4.2M Bought | — 78.0K shares | 59.3K → 78.0K +$4.2M | +31.65% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $15.9M 4.84% | +$6.2M Bought | — 285.4K shares | 174.6K → 285.4K +$6.2M | +63.5% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $12.7M 3.87% | +$550.4K Bought | — 114.2K shares | 109.3K → 114.2K +$550.4K | +4.53% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $12.5M 3.82% | +$8.0M Bought | — 451.2K shares | 164.0K → 451.2K +$8.0M | +175.14% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $12.0M 3.64% | -$622.3K Sold | — 119.7K shares | 125.9K → 119.7K −$622.3K | -4.94% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $11.8M 3.6% | +$8.4M Bought | — 118.3K shares | 34.4K → 118.3K +$8.4M | +244.07% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $11.4M 3.47% | +$985.1K Bought | — 160.3K shares | 146.4K → 160.3K +$985.1K | +9.48% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $11.2M 3.4% | +$144.4K Bought | — 146.3K shares | 144.4K → 146.3K +$144.4K | +1.31% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $10.9M 3.32% | +$10.5M Bought | — 192.9K shares | 7.1K → 192.9K +$10.5M | +2,625.66% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $10.9M 3.31% | +$4.0M Bought | — 132.7K shares | 84.0K → 132.7K +$4.0M | +58.1% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $10.7M 3.27% | -$1.5M Sold | — 65.2K shares | 74.2K → 65.2K −$1.5M | -12.06% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $10.5M 3.19% | +$150.4K Bought | — 296.5K shares | 292.2K → 296.5K +$150.4K | +1.46% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $7.4M 2.26% | -$5.9M Sold | — 151.7K shares | 271.8K → 151.7K −$5.9M | -44.19% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $7.1M 2.16% | -$363.9K Sold | — 85.5K shares | 89.9K → 85.5K −$363.9K | -4.88% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $6.1M 1.86% | +$92.9K Bought | — 59.5K shares | 58.6K → 59.5K +$92.9K | +1.54% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $6.1M 1.86% | +$314.1K Bought | — 63.6K shares | 60.4K → 63.6K +$314.1K | +5.43% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $6.0M 1.82% | +$380.8K Bought | — 248.6K shares | 232.7K → 248.6K +$380.8K | +6.81% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $5.8M 1.77% | +$2.6M Bought | — 183.8K shares | 101.0K → 183.8K +$2.6M | +82.02% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $4.0M 1.22% | +$177.0K Bought | — 28.3K shares | 27.1K → 28.3K +$177.0K | +4.62% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.1M 0.932% | +$9.2K Bought | — 9.3K shares | 9.3K → 9.3K +$9.2K | +0.3% | — — | Q1 2025 Held for 8 months | |
Consumer Electronics Technology | $1.7M 0.508% | -$11.2K Sold | 0.0% 6.6K shares | 6.6K → 6.6K −$11.2K | -0.67% | $3.78T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $1.6M 0.491% | +$4.9K Bought | — 2.6K shares | 2.6K → 2.6K +$4.9K | +0.3% | — — | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $1.3M 0.41% | -$80.8K Sold | 0.0% 2.6K shares | 2.8K → 2.6K −$80.8K | -5.66% | $3.85T Mega Cap | Q1 2025 Held for 8 months | |
ETF ETF | $1.3M 0.388% | -$107.7K Sold | — 19.1K shares | 20.7K → 19.1K −$107.7K | -7.79% | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $1.0M 0.306% | — | — 2.8K shares | — | — | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $849.8K 0.259% | -$39.3K Sold | — 3.9K shares | 4.1K → 3.9K −$39.3K | -4.42% | — — | Q1 2025 Held for 8 months | |
Insurance - Diversified Financial Services | $725.7K 0.221% | — | 0.0% 1.4K shares | — | — | $1.08T Mega Cap | Q1 2025 Held for 8 months | |
Semiconductors Technology | $700.4K 0.213% | +$1.3K Bought | 0.0% 2.1K shares | 2.1K → 2.1K +$1.3K | +0.19% | $1.56T Mega Cap | Q1 2025 Held for 8 months | |
Home Improvement Consumer Cyclical | $655.3K 0.2% | +$1.2K Bought | 0.0% 1.6K shares | 1.6K → 1.6K +$1.2K | +0.19% | $403.32B Mega Cap | Q1 2025 Held for 8 months | |
Oil & Gas Integrated Energy | $651.9K 0.199% | +$1.8K Bought | 0.0% 5.8K shares | 5.8K → 5.8K +$1.8K | +0.28% | $480.68B Mega Cap | Q1 2025 Held for 8 months | |
Construction Materials Basic Materials | $638.4K 0.194% | +$2.2K Bought | 0.001% 5.3K shares | 5.3K → 5.3K +$2.2K | +0.34% | $80.4B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $561.6K 0.171% | +$2.3K Bought | — 3.0K shares | 2.9K → 3.0K +$2.3K | +0.41% | — — | Q1 2025 Held for 8 months | |
Banks - Regional Financial Services | $535.7K 0.163% | -$22.9K Sold | 0.002% 2.7K shares | 2.8K → 2.7K −$22.9K | -4.1% | $30.9B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $515.0K 0.157% | — | — 8.0K shares | — | — | — — | Q1 2025 Held for 8 months | |
Semiconductors Technology | $487.0K 0.148% | +$559.8 Bought | 0.0% 2.6K shares | 2.6K → 2.6K +$559.8 | +0.12% | $4.54T Mega Cap | Q1 2025 Held for 8 months | |
Banks - Regional Financial Services | $389.2K 0.119% | +$2.6K Bought | 0.011% 5.6K shares | 5.6K → 5.6K +$2.6K | +0.68% | $3.5B Mid Cap | Q1 2025 Held for 8 months | |
Aerospace & Defense Industrials | $378.8K 0.115% | +$300.8 Bought | 0.0% 1.3K shares | 1.3K → 1.3K +$300.8 | +0.08% | $319.00B Mega Cap | Q1 2025 Held for 8 months | |
Discount Stores Consumer Defensive | $366.9K 0.112% | -$24.4K Sold | 0.0% 3.6K shares | 3.8K → 3.6K −$24.4K | -6.24% | $821.68B Mega Cap | Q1 2025 Held for 8 months | |
Banks - Diversified Financial Services | $323.5K 0.099% | — | 0.0% 4.0K shares | — | — | $136.49B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $315.3K 0.096% | +$83.4 Bought | — 11.3K shares | 11.3K → 11.3K +$83.4 | +0.03% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $278.3K 0.085% | -$261.9K Sold | — 2.7K shares | 5.2K → 2.7K −$261.9K | -48.48% | — — | Q1 2025 Held for 8 months | |
Auto - Manufacturers Consumer Cyclical | $270.8K 0.082% | +$270.8K Bought | 0.0% 609.0 shares | — | — | $1.48T Mega Cap | Q1 2025 Held for 8 months | |
Telecommunications Services Communication Services | $262.5K 0.08% | +$1.2K Bought | 0.0% 9.3K shares | 9.3K → 9.3K +$1.2K | +0.45% | $201.93B Mega Cap | Q1 2025 Held for 8 months | |
Banks - Diversified Financial Services | $261.1K 0.08% | +$22.7K Bought | 0.0% 828.0 shares | 756.0 → 828.0 +$22.7K | +9.52% | $867.35B Mega Cap | Q2 2025 Held for 5 months | |
Telecommunications Services Communication Services | $239.8K 0.073% | +$1.1K Bought | 0.0% 5.5K shares | 5.4K → 5.5K +$1.1K | +0.44% | $185.31B Large Cap | Q1 2025 Held for 8 months |
