Independence Asset Advisors, LLC Portfolio Holdings

Independence Asset Advisors, LLC

  • $5.05 Billion
  • Q3 2024

Independence Asset Advisors, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $5.05 Billion distributed in 6 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $1.73B, Vanguard Sht Term Corp Bd ETF with a value of $1.46B, Pacer Fds Tr Pacific Asset Flt with a value of $882M, Vanguard Mid Cap Growth Index with a value of $396M, and Vanguard Mid Cap ETF with a value of $329M.

Examining the 13F form we can see an increase of $876M in the current position value, from $4.17B to 5.05B.

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 $5.05 Billion
ETFs: $5.05 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

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

Summary

  • Portfolio
  • No. of Stocks 6
  • Current Value $5.05 Billion
  • Prior Value $4.17 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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