Independence Financial Advisors, LLC Q1 2025 Filing
Filed May 8, 2025
Portfolio Value
$263.0B
Holdings
47
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (47 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IUSGISHARES TR | 493,711 | $62.7B | 23.85% | |
| 2 | IUSVISHARES TR | 374,405 | $34.6B | 13.14% | |
| 3 | IEFISHARES TR | 153,215 | $14.6B | 5.56% | |
| 4 | ISTBISHARES TR | 268,805 | $13.0B | 4.94% | |
| 5 | FALNISHARES TR | 446,140 | $12.0B | 4.54% | |
| 6 | LQDISHARES TR | 109,242 | $11.9B | 4.51% | |
| 7 | TIPISHARES TR | 104,420 | $11.6B | 4.41% | |
| 8 | IEIISHARES TR | 93,907 | $11.1B | 4.22% | |
| 9 | FTECFIDELITY COVINGTON TRUST | 61,128 | $9.9B | 3.75% | |
| 10 | FNCLFIDELITY COVINGTON TRUST | 139,669 | $9.7B | 3.69% | |
| 11 | FHLCFIDELITY COVINGTON TRUST | 140,682 | $9.6B | 3.65% | |
| 12 | FCOMFIDELITY COVINGTON TRUST | 159,750 | $9.0B | 3.42% | |
| 13 | FDVVFIDELITY COVINGTON TRUST | 163,739 | $8.1B | 3.09% | |
| 14 | SHYISHARES TR | 94,421 | $7.8B | 2.97% | |
| 15 | FIDUFIDELITY COVINGTON TRUST | 88,231 | $6.0B | 2.30% | |
| 16 | PFFISHARES TR | 194,899 | $6.0B | 2.28% | |
| 17 | FLBLFRANKLIN TEMPLETON ETF TR | 225,706 | $5.4B | 2.07% | |
| 18 | VTIVANGUARD INDEX FDS | 9,298 | $2.6B | 0.97% | |
| 19 | FELGFIDELITY COVINGTON TRUST | 55,379 | $1.7B | 0.66% | |
| 20 | AAPLAPPLE INC | 6,619 | $1.5B | 0.56% | |
| 21 | VOOVANGUARD INDEX FDS | 2,624 | $1.3B | 0.51% | |
| 22 | MSFTMICROSOFT CORP | 2,809 | $1.1B | 0.40% | |
| 23 | FEMRFIDELITY COVINGTON TRUST | 30,177 | $927.6M | 0.35% | |
| 24 | GQ9SPDR GOLD TR | 2,705 | $779.4M | 0.30% | |
| 25 | AKXANSYS INC | 2,448 | $774.9M | 0.29% | |
| 26 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,444 | $768.8M | 0.29% | |
| 27 | VIGVANGUARD SPECIALIZED FUNDS | 3,922 | $760.9M | 0.29% | |
| 28 | XOMEXXON MOBIL CORP | 5,825 | $692.8M | 0.26% | |
| 29 | STIPISHARES TR | 6,436 | $666.0M | 0.25% | |
| 30 | HDHOME DEPOT INC | 1,611 | $590.4M | 0.22% | |
| 31 | ICVTISHARES TR | 6,173 | $516.1M | 0.20% | |
| 32 | RSPINVESCO EXCHANGE TRADED FD T | 2,937 | $508.7M | 0.19% | |
| 33 | MTBM & T BK CORP | 2,824 | $504.8M | 0.19% | |
| 34 | RHCRH PLC | 5,307 | $466.9M | 0.18% | |
| 35 | JHMMJOHN HANCOCK EXCHANGE TRADED | 8,133 | $466.0M | 0.18% | |
| 36 | FUTYFIDELITY COVINGTON TRUST | 7,075 | $360.5M | 0.14% | |
| 37 | AVGOBROADCOM INC | 2,145 | $359.1M | 0.14% | |
| 38 | INDBINDEPENDENT BK CORP MASS | 5,541 | $347.1M | 0.13% | |
| 39 | WMTWALMART INC | 3,831 | $336.3M | 0.13% | |
| 40 | FRELFIDELITY COVINGTON TRUST | 11,332 | $311.3M | 0.12% | |
| 41 | NVDANVIDIA CORPORATION | 2,596 | $281.3M | 0.11% | |
| 42 | TAT&T INC | 9,551 | $270.1M | 0.10% | |
| 43 | GEGE AEROSPACE | 1,283 | $256.8M | 0.10% | |
| 44 | BACVERIZON COMMUNICATIONS INC | 5,397 | $244.8M | 0.09% | |
| 45 | TSLATESLA INC | 941 | $243.7M | 0.09% | |
| 46 | TDTORONTO DOMINION BK ONT | 4,046 | $242.5M | 0.09% | |
| 47 | VVISA INC | 583 | $204.2M | 0.08% |