Independence Financial Advisors, LLC Top Holdings and 13F Report (2025) About Independence Financial Advisors, LLCInvestment ActivityIndependence Financial Advisors, LLC has $257.13 million in total holdings as of June 30, 2025.Independence Financial Advisors, LLC owns shares of 51 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 33.11% of the portfolio was purchased this quarter.About 42.91% of the portfolio was sold this quarter.This quarter, Independence Financial Advisors, LLC has purchased 47 new stocks and bought additional shares in 20 stocks.Independence Financial Advisors, LLC sold shares of 20 stocks and completely divested from 1 stock this quarter.Largest Holdings FIDELITY COVINGTON TRUST $30,748,100FIDELITY COVINGTON TRUST $27,752,087iShares Core 1-5 Year USD Bond ETF $13,224,861iShares iBoxx $ Investment Grade Corporate Bond ETF $12,296,461iShares TIPS Bond ETF $12,025,520 Largest New Holdings this Quarter 31609A404 - FIDELITY COVINGTON TRUST $9,719,076 Holding316092204 - Fidelity MSCI Consumer Discretionary Index ETF $5,511,891 Holding464287606 - iShares S&P Mid-Cap 400 Growth ETF $5,491,416 Holding464287887 - iShares S&P Small-Cap 600 Growth ETF $3,603,753 Holding46625H100 - JPMorgan Chase & Co. $219,291 Holding Largest Purchases this Quarter FIDELITY COVINGTON TRUST 774,977 shares (about $28.70M)FIDELITY COVINGTON TRUST 843,354 shares (about $26.79M)FIDELITY COVINGTON TRUST 292,215 shares (about $9.72M)Fidelity MSCI Consumer Discretionary Index ETF 58,594 shares (about $5.51M)iShares S&P Mid-Cap 400 Growth ETF 60,359 shares (about $5.49M) Largest Sales this Quarter iShares Core S&P U.S. Growth ETF 419,551 shares (about $63.10M)iShares Core S&P U.S. Value ETF 248,490 shares (about $23.51M)Fidelity MSCI Health Care Index ETF 119,998 shares (about $7.67M)iShares Fallen Angels USD Bond ETF 282,135 shares (about $7.66M)iShares 7-10 Year Treasury Bond ETF 32,546 shares (about $3.12M) Sector Allocation Over TimeMap of 500 Largest Holdings ofIndependence Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFIDELITY COVINGTON TRUST$30,748,100$28,697,414 ▲1,399.4%830,35612.0%ENHANCED LARGEFIDELITY COVINGTON TRUST$27,752,087$26,793,363 ▲2,794.7%873,53110.8%ENHANCED LARGEISTBiShares Core 1-5 Year USD Bond ETF$13,224,861$147,507 ▲1.1%271,8375.1%ManufacturingLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$12,296,461$322,472 ▲2.7%112,1844.8%FinanceTIPiShares TIPS Bond ETF$12,025,520$535,125 ▲4.7%109,2834.7%ETFIUSViShares Core S&P U.S. Value ETF$11,915,372$23,514,679 ▼-66.4%125,9154.6%ManufacturingFTECFidelity MSCI Information Technology Index ETF$11,690,333$365,249 ▼-3.0%59,2764.5%ETFIEIiShares 3-7 Year Treasury Bond ETF$11,557,190$373,823 ▲3.3%97,0464.5%ETFIEFiShares 7-10 Year Treasury Bond ETF$11,556,513$3,116,942 ▼-21.2%120,6694.5%ETFIUSGiShares Core S&P U.S. Growth ETF$11,153,654$63,100,414 ▼-85.0%74,1604.3%ManufacturingFNCLFidelity MSCI Financials Index ETF$10,691,709$350,652 ▲3.4%144,4054.2%ETFFIDELITY COVINGTON TRUST$9,719,076$9,719,076 ▲New Holding292,2153.8%ENHANCED INTLFCOMFidelity MSCI Communication Services Index ETF$9,490,857$862,558 ▼-8.3%146,4413.7%ETFFDVVFidelity High Dividend ETF$9,080,220$562,494 ▲6.6%174,5523.5%ETFSHYiShares 1-3 Year Treasury Bond ETF$7,450,032$373,699 ▼-4.8%89,9112.9%ManufacturingFIDUFidelity MSCI Industrials Index ETF$6,508,630$331,905 ▼-4.9%83,9502.5%ETFFLBLFranklin Senior Loan ETF$5,638,223$169,368 ▲3.1%232,6962.2%ETFFDISFidelity MSCI Consumer Discretionary Index ETF$5,511,891$5,511,891 ▲New Holding58,5942.1%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$5,491,416$5,491,416 ▲New Holding60,3592.1%ETFFALNiShares Fallen Angels USD Bond ETF$4,451,087$7,657,129 ▼-63.2%164,0051.7%ManufacturingIJTiShares S&P Small-Cap 600 Growth ETF$3,603,753$3,603,753 ▲New Holding27,0881.4%ETFPFFiShares Preferred and Income Securities ETF$3,098,517$2,880,966 ▼-48.2%100,9951.2%ETFICVTiShares Convertible Bond ETF$3,096,618$2,540,436 ▲456.8%34,3691.2%ETFVTIVanguard Total Stock Market ETF$2,826,0060.0%9,2981.1%ETFVOOVanguard S&P 500 ETF$1,490,3990.0%2,6240.6%ETFMSFTMicrosoft$1,370,234$26,858 ▼-1.9%2,7550.5%Computer and TechnologyAAPLApple$1,354,059$3,898 ▼-0.3%6,6000.5%Computer and TechnologyFHLCFidelity MSCI Health Care Index ETF$1,322,718$7,673,734 ▼-85.3%20,6840.5%ETFGLDSPDR Gold Shares$862,059$37,494 ▲4.5%2,8280.3%FinanceANSSANSYS$859,7870.0%2,4480.3%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$843,271$40,526 ▲5.0%4,1200.3%ETFBRK.BBerkshire Hathaway$701,2220.0%1,4440.3%FinanceXOMExxon Mobil$621,547$6,360 ▼-1.0%5,7660.2%EnergyHDHome Depot$591,891$1,100 ▲0.2%1,6140.2%Retail/WholesaleAVGOBroadcom$584,169$7,168 ▼-1.2%2,1190.2%Computer and TechnologyMTBM&T Bank$548,334$582 ▲0.1%2,8270.2%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$537,729$124,630 ▼-18.8%5,2250.2%ETFRSPInvesco S&P 500 Equal Weight ETF$535,880$2,181 ▲0.4%2,9490.2%ETFCRH PLC$487,1830.0%5,3070.2%ORDJHMMJohn Hancock Multifactor Mid Cap ETF$486,612$10,576 ▼-2.1%7,9600.2%ETFNVDANVIDIA$411,881$1,738 ▲0.4%2,6070.2%Computer and TechnologyFUTYFidelity MSCI Utilities Index ETF$372,206$53 ▲0.0%7,0760.1%ETFWMTWalmart$371,222$3,324 ▼-0.9%3,7970.1%Retail/WholesaleINDBIndependent Bank$351,385$2,955 ▲0.8%5,5880.1%FinanceGEGE Aerospace$323,836$6,436 ▼-1.9%1,2580.1%AerospaceFRELFidelity MSCI Real Estate Index ETF$306,512$108 ▲0.0%11,3360.1%ETFTDToronto Dominion Bank$297,1790.0%4,0460.1%FinanceTAT&T$267,770$8,624 ▼-3.1%9,2530.1%Computer and TechnologyVZVerizon Communications$235,071$1,558 ▲0.7%5,4330.1%Computer and TechnologyJPMJPMorgan Chase & Co.$219,291$219,291 ▲New Holding7560.1%FinanceVVisa$200,997$6,037 ▼-2.9%5660.1%Business ServicesTSLATesla$0$243,740 ▼-100.0%00.0%Auto/Tires/TrucksShowing 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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