Independence Financial Advisors, LLC Incresed Positions in Q3 2025

Independence Financial Advisors, LLC

  • $328 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FUTY
Fidelity Covington Tr Msci Uti

ETFs
186K
+ 2625.66%
$52.31 - $56.47 $9.72M - $10.5M
193K $10.9B
ICVT
Ishares Tr Convertible Bond Et

ETFs
83.9K
+ 244.07%
$89.29 - $100.17 $7.49M - $8.4M
118K $11.8B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
287K
+ 175.14%
$26.88 - $27.78 $7.72M - $7.98M
451K $12.5B
IEF
Ishares Barclays

ETFs
70.9K
+ 58.75%
$93.91 - $97.26 $6.66M - $6.9M
192K $18.5B
FDVV
Fidelity High Dividend ETF

ETFs
111K
+ 63.5%
$52.42 - $55.71 $5.81M - $6.17M
285K $15.9B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
55.9K
+ 57.57%
$117.65 - $120.08 $6.57M - $6.71M
153K $18.3B
LQD
Ishares Iboxx $ Investment Gra

ETFs
55.5K
+ 49.49%
$107.66 - $112.36 $5.98M - $6.24M
168K $18.7B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
18.8K
+ 31.65%
$195.29 - $223.85 $3.66M - $4.2M
78K $17.3B
FIDU
Fidelity Covington Tr Msci Ind

ETFs
48.8K
+ 58.1%
$77.92 - $81.94 $3.8M - $4M
133K $10.9B
Fidelity Covington Trust
42.8K
+ 4.9%
N/A
916K $30.7B
FCOM
Fidelity Covington Tr Msci Com

ETFs
13.9K
+ 9.48%
$63.98 - $72.59 $888K - $1.01M
160K $11.4B
Fidelity Covington Trust
4.26K
+ 1.46%
N/A
296K $10.5B
TIP
Ishares Tr Tips Bd ETF

ETFs
4.95K
+ 4.53%
$109.11 - $111.88 $540K - $554K
114K $12.7B
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.28K
+ 5.43%
$91.28 - $97.59 $299K - $320K
63.6K $6.1B
FDIS
Fidelity Covington Tr Msci Con

ETFs
903
+ 1.54%
$93.41 - $104.11 $84.3K - $94K
59.5K $6.12B
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1.89K
+ 1.31%
$72.91 - $77.23 $138K - $146K
146K $11.2B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.25K
+ 4.62%
$131.47 - $143.64 $164K - $180K
28.3K $4.01B
FLBL
Franklin Templeton ETF Tr Libe

ETFs
15.9K
+ 6.81%
$24.02 - $24.28 $381K - $385K
249K $5.97B
VTI
Vanguard Total Stock Market Et

ETFs
28
+ 0.3%
$303.93 - $329.86 $8.51K - $9.24K
9.33K $3.06B
CRH.L
Crh PLC

Basic Materials
18
+ 0.34%
N/A
5.33K $638M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8
+ 0.3%
$567.77 - $614.76 $4.54K - $4.92K
2.63K $1.61B
AVGO
Broadcom Inc.

Technology
4
+ 0.19%
$264.74 - $369.57 $1.06K - $1.48K
2.12K $700M
NVDA
Nvidia Corp

Technology
3
+ 0.12%
$153.3 - $186.58 $460 - $560
2.61K $487M
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.19%
$357.4 - $423.42 $1.07K - $1.27K
1.62K $655M
GE
General Electric CO

Industrials
1
+ 0.08%
$244.75 - $305.63 $245 - $306
1.26K $379M
JPM
Jpmorgan Chase & CO

Financial Services
72
+ 9.52%
$282.78 - $316.06 $20.4K - $22.8K
828 $261M
INDB
Independent Bank Corp

Financial Services
38
+ 0.68%
$62.06 - $72.84 $2.36K - $2.77K
5.63K $389M
XOM
Exxon Mobil Corp

Energy
16
+ 0.28%
$105.83 - $117.22 $1.69K - $1.88K
5.78K $652M
RSP
Invesco S&P 500 Equal Weight E

ETFs
12
+ 0.41%
$181.56 - $190.33 $2.18K - $2.28K
2.96K $562M
FREL
Fidelity Covington Tr Msci Rea

ETFs
3
+ 0.03%
$26.84 - $28.32 $80.5 - $85
11.3K $315M
VZ
Verizon Communications Inc

Communication Services
24
+ 0.44%
$40.84 - $45.06 $980 - $1.08K
5.46K $240M
T
At&T Inc.

Communication Services
42
+ 0.45%
$26.94 - $29.62 $1.13K - $1.24K
9.3K $262M
Activity Summary
Buys All Purchases 37 New Holdings 4 Increased Positions 33 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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