Independence Asset Advisors, LLC Top Holdings and 13F Report (2025) About Independence Asset Advisors, LLCInvestment ActivityIndependence Asset Advisors, LLC has $30.85 million in total holdings as of March 31, 2025.Independence Asset Advisors, LLC owns shares of 13 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 44.38% of the portfolio was purchased this quarter.About 14.63% of the portfolio was sold this quarter.This quarter, Independence Asset Advisors, LLC has purchased 9 new stocks and bought additional shares in 4 stocks.Independence Asset Advisors, LLC sold shares of 3 stocks and completely divested from 1 stock this quarter.Largest Holdings VanEck CLO ETF $8,965,737Vanguard Intermediate-Term Corporate Bond ETF $4,717,237Vanguard Short-Term Corporate Bond ETF $4,338,992Pacer Pacific Asset Floating Rate High Income ETF $3,673,962Vanguard Real Estate ETF $2,855,752 Largest New Holdings this Quarter 46429B697 - iShares MSCI USA Min Vol Factor ETF $963,502 Holding46641Q332 - JPMorgan Equity Premium Income ETF $545,082 Holding46641Q126 - JPMorgan Realty Income ETF $387,455 Holding92189H656 - VANECK ETF TRUST $379,638 Holding46641Q167 - JPMorgan Active Value ETF $298,595 Holding Largest Purchases this Quarter VanEck CLO ETF 160,636 shares (about $8.48M)Vanguard U.S. Minimum Volatility ETF 15,390 shares (about $1.95M)iShares MSCI USA Min Vol Factor ETF 10,287 shares (about $963.50K)JPMorgan Equity Premium Income ETF 9,568 shares (about $545.08K)Pacer Pacific Asset Floating Rate High Income ETF 8,824 shares (about $415.52K) Largest Sales this Quarter Vanguard Short-Term Corporate Bond ETF 52,726 shares (about $4.15M)Natixis Loomis Sayles Focused Growth ETF 3,499 shares (about $121.45K)Vanguard Intermediate-Term Corporate Bond ETF 521 shares (about $42.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIndependence Asset Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCLOIVanEck CLO ETF$8,965,737$8,481,462 ▲1,751.4%169,80829.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$4,717,237$42,437 ▼-0.9%57,91415.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$4,338,992$4,146,927 ▼-48.9%55,16814.1%ETFFLRTPacer Pacific Asset Floating Rate High Income ETF$3,673,962$415,522 ▲12.8%78,02011.9%ETFVNQVanguard Real Estate ETF$2,855,752$266,462 ▲10.3%31,5419.3%ETFVFMVVanguard U.S. Minimum Volatility ETF$2,638,035$1,950,486 ▲283.7%20,8158.6%ETFUSMViShares MSCI USA Min Vol Factor ETF$963,502$963,502 ▲New Holding10,2873.1%ETFLSGRNatixis Loomis Sayles Focused Growth ETF$843,197$121,453 ▼-12.6%24,2922.7%ETFJEPIJPMorgan Equity Premium Income ETF$545,082$545,082 ▲New Holding9,5681.8%ETFJPREJPMorgan Realty Income ETF$387,455$387,455 ▲New Holding8,0381.3%ETFVANECK ETF TRUST$379,638$379,638 ▲New Holding7,5001.2%AA BB CLO ETFJAVAJPMorgan Active Value ETF$298,595$298,595 ▲New Holding4,6991.0%ETFSIHYHarbor Scientific Alpha High-Yield ETF$239,4520.0%5,3890.8%ETFAAPLApple$0$202,316 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
