Independence Asset Advisors, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $30.8 Billion distributed in 13 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck ETF Tr with a value of $8.97B, Vanguard Intermediate Term Cor with a value of $4.72B, Vanguard Sht Term Corp Bd ETF with a value of $4.34B, Pacer Fds Tr Pacific Asset Flt with a value of $3.67B, and Vanguard Specialized Funds Van with a value of $2.86B.

Examining the 13F form we can see an increase of $9.23B in the current position value, from $21.6B to 30.8B.

Independence Asset Advisors, LLC is based out at Wynnewood,, PA

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

Portfolio value $30.8 Billion
ETFs: $29.6 Billion

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 13
  • Current Value $30.8 Billion
  • Prior Value $21.6 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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