Independence Asset Advisors, LLC Portfolio Holdings by Sector
Independence Asset Advisors, LLC
- $161 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IWD CLOI FLRT VNQ VFMV VCIT VCSH USMV 12 stocks |
$133 Million
94.91% of portfolio
|
  7  
|
  4  
|
  1  
|
- |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$2.65 Million
1.89% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
CVS 1 stocks |
$2.38 Million
1.7% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
GPN 1 stocks |
$2.1 Million
1.5% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|