Independence Financial Advisors, LLC Top Holdings and 13F Report (2025) About Independence Financial Advisors, LLCInvestment ActivityIndependence Financial Advisors, LLC has $263.04 million in total holdings as of March 31, 2025.Independence Financial Advisors, LLC owns shares of 47 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core S&P U.S. Growth ETF $62,740,729iShares Core S&P U.S. Value ETF $34,553,809iShares 7-10 Year Treasury Bond ETF $14,612,096iShares Core 1-5 Year USD Bond ETF $12,996,735iShares Fallen Angels USD Bond ETF $11,952,099 Sector AllocationMap of 500 Largest Holdings ofIndependence Financial Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIUSGiShares Core S&P U.S. Growth ETF$62,740,729493,71123.9%ManufacturingIUSViShares Core S&P U.S. Value ETF$34,553,809374,40513.1%ManufacturingIEFiShares 7-10 Year Treasury Bond ETF$14,612,096153,2155.6%ETFISTBiShares Core 1-5 Year USD Bond ETF$12,996,735268,8054.9%ManufacturingFALNiShares Fallen Angels USD Bond ETF$11,952,099446,1404.5%ManufacturingLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$11,873,473109,2424.5%FinanceTIPiShares TIPS Bond ETF$11,599,966104,4204.4%ETFIEIiShares 3-7 Year Treasury Bond ETF$11,093,69993,9074.2%ETFFTECFidelity MSCI Information Technology Index ETF$9,858,09561,1283.7%ETFFNCLFidelity MSCI Financials Index ETF$9,709,804139,6693.7%ETFFHLCFidelity MSCI Health Care Index ETF$9,611,420140,6823.7%ETFFCOMFidelity MSCI Communication Services Index ETF$8,987,511159,7503.4%ETFFDVVFidelity High Dividend ETF$8,121,463163,7393.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$7,811,44994,4213.0%ManufacturingFIDUFidelity MSCI Industrials Index ETF$6,041,19288,2312.3%ETFPFFiShares Preferred and Income Securities ETF$5,989,249194,8992.3%ETFFLBLFranklin Senior Loan ETF$5,432,752225,7062.1%ETFVTIVanguard Total Stock Market ETF$2,555,5219,2981.0%ETFFIDELITY COVINGTON TRUST$1,744,44355,3790.7%ENHANCED LARGEAAPLApple$1,470,3566,6190.6%Computer and TechnologyVOOVanguard S&P 500 ETF$1,348,3992,6240.5%ETFMSFTMicrosoft$1,054,2992,8090.4%Computer and TechnologyFIDELITY COVINGTON TRUST$927,63330,1770.4%ENHANCED LARGEGLDSPDR Gold Shares$779,4192,7050.3%FinanceANSSANSYS$774,9392,4480.3%Computer and TechnologyBRK.BBerkshire Hathaway$768,7941,4440.3%FinanceVIGVanguard Dividend Appreciation ETF$760,8583,9220.3%ETFXOMExxon Mobil$692,7765,8250.3%EnergySTIPiShares 0-5 Year TIPS Bond ETF$665,9636,4360.3%ETFHDHome Depot$590,3531,6110.2%Retail/WholesaleICVTiShares Convertible Bond ETF$516,1146,1730.2%ETFRSPInvesco S&P 500 Equal Weight ETF$508,7472,9370.2%ETFMTBM&T Bank$504,8392,8240.2%FinanceCRH PLC$466,8575,3070.2%ORDJHMMJohn Hancock Multifactor Mid Cap ETF$466,0288,1330.2%ETFFUTYFidelity MSCI Utilities Index ETF$360,4617,0750.1%ETFAVGOBroadcom$359,0792,1450.1%Computer and TechnologyINDBIndependent Bank$347,1435,5410.1%FinanceWMTWalmart$336,2883,8310.1%Retail/WholesaleFRELFidelity MSCI Real Estate Index ETF$311,28311,3320.1%ETFNVDANVIDIA$281,3082,5960.1%Computer and TechnologyTAT&T$270,0949,5510.1%Computer and TechnologyGEGE Aerospace$256,8441,2830.1%IndustrialsVZVerizon Communications$244,8045,3970.1%Computer and TechnologyTSLATesla$243,7409410.1%Auto/Tires/TrucksTDToronto-Dominion Bank$242,5174,0460.1%FinanceVVisa$204,1715830.1%Business ServicesShowing 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. 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