Independence Financial Advisors, LLC Purchases in Q4 2025

Independence Financial Advisors, LLC

  • $364 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Fidelity Covington Trust
536K
+ 69.18%
N/A
1.31M $54.7B
Fidelity Covington Trust
32.8K
+ 3.58%
N/A
949K $32.9B
JPM
Jpmorgan Chase & CO

Financial Services
3.45K
+ 416.79%
$294.11 - $320.41 $1.01M - $1.11M
4.28K $1.38B
FDVV
Fidelity High Dividend ETF

ETFs
9.76K
+ 3.42%
$54.66 - $56.68 $534K - $553K
295K $16.7B
Fidelity Covington Trust
10.9K
+ 3.67%
N/A
307K $11.2B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
6.6K
+ 4.32%
$119.13 - $120.38 $786K - $794K
160K $19B
IEF
Ishares Barclays

ETFs
8.07K
+ 4.21%
$96.12 - $97.72 $776K - $789K
200K $19.2B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.28K
+ 2.93%
$219.27 - $238.71 $501K - $545K
80.3K $18B
FCOM
Fidelity Covington Tr Msci Com

ETFs
4.32K
+ 2.69%
$68.15 - $72.16 $294K - $312K
165K $12.1B
LQD
Ishares Iboxx $ Investment Gra

ETFs
7.62K
+ 4.54%
$110.25 - $112.92 $840K - $861K
175K $19.3B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
24.8K
+ 5.49%
$27.24 - $27.76 $675K - $688K
476K $13B
FIDU
Fidelity Covington Tr Msci Ind

ETFs
3.98K
+ 3.0%
$80.0 - $83.46 $318K - $332K
137K $11.3B
TIP
Ishares Tr Tips Bd ETF

ETFs
4.39K
+ 3.84%
$110.58 - $112.2 $485K - $492K
119K $13B
ICVT
Ishares Tr Convertible Bond Et

ETFs
5.05K
+ 4.27%
$98.1 - $103.73 $496K - $524K
123K $12.1B
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.34K
+ 3.67%
$93.11 - $97.9 $217K - $229K
66K $6.39B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.92K
+ 3.42%
$82.69 - $83.12 $242K - $243K
88.4K $7.33B
PFF
Ishares Trust Ishares Pfd And

ETFs
10.6K
+ 5.76%
$30.84 - $31.79 $327K - $337K
194K $6.02B
Ge Vernova Inc
315
New
N/A
315 $206M
V
Visa Inc.

Financial Services
572
New
$325.75 - $352.42 $186K - $202K
572 $201M
FDIS
Fidelity Covington Tr Msci Con

ETFs
2.34K
+ 3.94%
$97.86 - $103.65 $229K - $243K
61.8K $6.32B
FLBL
Franklin Templeton ETF Tr Libe

ETFs
14K
+ 5.61%
$23.66 - $23.91 $330K - $334K
263K $6.15B
FUTY
Fidelity Covington Tr Msci Uti

ETFs
7.23K
+ 3.75%
$56.88 - $60.06 $411K - $434K
200K $11B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.11K
+ 3.92%
$136.54 - $144.07 $152K - $160K
29.4K $4.16B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
2.32K
+ 1.53%
$48.64 - $48.99 $113K - $114K
154K $7.51B
VTI
Vanguard Total Stock Market Et

ETFs
52
+ 0.56%
$321.8 - $337.95 $16.7K - $17.6K
9.38K $3.14B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
15
+ 0.57%
$600.51 - $631.95 $9.01K - $9.48K
2.65K $1.66B
WMT
Walmart Inc.

Consumer Defensive
19
+ 0.53%
$101.18 - $109.03 $1.92K - $2.07K
3.58K $399M
CRH.L
Crh PLC

Basic Materials
15
+ 0.28%
N/A
5.34K $666M
INDB
Independent Bank Corp

Financial Services
37
+ 0.66%
$64.39 - $70.48 $2.38K - $2.61K
5.66K $414M
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.16%
$157.0 - $179.44 $314 - $359
1.26K $232M
VIG
Vanguard Dividend Appreciation

ETFs
13
+ 0.33%
N/A
3.95K $868M
GE
General Electric CO

Industrials
2
+ 0.16%
$291.49 - $314.28 $583 - $629
1.26K $388M
JHMM
John Hancock Multifactor Mid C

ETFs
45
+ 0.57%
$62.76 - $65.54 $2.82K - $2.95K
8.01K $524M
RSP
Invesco S&P 500 Equal Weight E

ETFs
11
+ 0.37%
$185.12 - $192.11 $2.04K - $2.11K
2.97K $569M
FREL
Fidelity Covington Tr Msci Rea

ETFs
3
+ 0.03%
$26.82 - $28.15 $80.5 - $84.4
11.3K $305M
MSFT
Microsoft Corp

Technology
14
+ 0.54%
$496.82 - $542.07 $6.96K - $7.59K
2.61K $1.26B
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 0.25%
$358.03 - $397.02 $1.43K - $1.59K
1.62K $558M
Activity Summary
Buys All Purchases 38 New Holdings 2 Increased Positions 36 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Independence Financial Advisors, LLC Portfolio

Follow Independence Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independence Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Independence Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email