Independence Financial Advisors, LLC has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $263 Billion distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P U.S Growth Et with a value of $62.7B, Ishares Core S&P U.S. Value Et with a value of $34.6B, Ishares Barclays with a value of $14.6B, Ihares Core 1 5 Years Usd Bond with a value of $13B, and Ishares Tr Fallen Angels Usd B with a value of $12B.

Examining the 13F form we can see an increase of $263B in the current position value.

Independence Financial Advisors, LLC is based out at Franklin, NH

Below you can find more details about Independence Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $263 Billion
ETFs: $251 Billion
Technology: $3.94 Billion
Financial Services: $2.07 Billion
Consumer Cyclical: $834 Million
Energy: $693 Million
Communication Services: $515 Million
Basic Materials: $467 Million
Consumer Defensive: $336 Million
Other: $257 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $263 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 47 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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