Independence Financial Advisors, LLC Purchases in Q1 2025

Independence Financial Advisors, LLC

  • $263 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IUSG
Ishares Core S&P U.S Growth Et

ETFs
494K
New
$126.86 - $146.45 $62.6M - $72.3M
494K $62.7B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
374K
New
$90.0 - $96.32 $33.7M - $36.1M
374K $34.6B
IEF
Ishares Barclays

ETFs
153K
New
$91.17 - $95.39 $14M - $14.6M
153K $14.6B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
269K
New
$47.59 - $48.35 $12.8M - $13M
269K $13B
FALN
Ishares Tr Fallen Angels Usd B

ETFs
446K
New
$26.64 - $27.14 $11.9M - $12.1M
446K $12B
LQD
Ishares Iboxx $ Investment Gra

ETFs
109K
New
$105.1 - $109.61 $11.5M - $12M
109K $11.9B
TIP
Ishares Tr Tips Bd ETF

ETFs
104K
New
$106.22 - $111.09 $11.1M - $11.6M
104K $11.6B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
93.9K
New
$114.57 - $118.14 $10.8M - $11.1M
93.9K $11.1B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
61.1K
New
$161.27 - $192.3 $9.86M - $11.8M
61.1K $9.86B
FNCL
Fidelity Covington Tr Msci Fin

ETFs
140K
New
$66.3 - $74.17 $9.26M - $10.4M
140K $9.71B
FCOM
Fidelity Covington Tr Msci Com

ETFs
160K
New
$55.97 - $64.13 $8.94M - $10.2M
160K $8.99B
FDVV
Fidelity High Dividend ETF

ETFs
164K
New
$48.86 - $52.28 $8M - $8.56M
164K $8.12B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
94.4K
New
$81.83 - $82.73 $7.73M - $7.81M
94.4K $7.81B
FIDU
Fidelity Covington Tr Msci Ind

ETFs
88.2K
New
$67.43 - $75.54 $5.95M - $6.66M
88.2K $6.04B
PFF
Ishares Trust Ishares Pfd And

ETFs
195K
New
$30.73 - $32.26 $5.99M - $6.29M
195K $5.99B
FLBL
Franklin Templeton ETF Tr Libe

ETFs
226K
New
$23.9 - $24.43 $5.39M - $5.51M
226K $5.43B
VTI
Vanguard Total Stock Market Et

ETFs
9.3K
New
$271.18 - $303.12 $2.52M - $2.82M
9.3K $2.56B
Fidelity Covington Trust
55.4K
New
N/A
55.4K $1.74B
AAPL
Apple Inc.

Technology
6.62K
New
$209.68 - $247.1 $1.39M - $1.64M
6.62K $1.47B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.62K
New
$507.05 - $563.67 $1.33M - $1.48M
2.62K $1.35B
MSFT
Microsoft Corp

Technology
2.81K
New
$375.39 - $447.2 $1.05M - $1.26M
2.81K $1.05B
Fidelity Covington Trust
30.2K
New
N/A
30.2K $928M
GLD
Spdr Gold Trust

ETFs
2.71K
New
$243.19 - $288.14 $658K - $779K
2.71K $779M
ANSS
Ansys Inc

Technology
2.45K
New
$316.56 - $360.36 $775K - $882K
2.45K $775M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.44K
New
$442.66 - $534.52 $639K - $772K
1.44K $769M
VIG
Vanguard Dividend Appreciation

ETFs
3.92K
New
N/A
3.92K $761M
XOM
Exxon Mobil Corp

Energy
5.83K
New
$105.44 - $118.93 $614K - $693K
5.83K $693M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
6.44K
New
$100.59 - $103.47 $647K - $666K
6.44K $666M
HD
Home Depot, Inc.

Consumer Cyclical
1.61K
New
$347.25 - $424.87 $559K - $684K
1.61K $590M
ICVT
Ishares Tr Convertible Bond Et

ETFs
6.17K
New
$83.18 - $89.27 $513K - $551K
6.17K $516M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.94K
New
$169.43 - $182.84 $498K - $537K
2.94K $509M
MTB
M&T Bank Corp

Financial Services
2.82K
New
$170.47 - $201.98 $481K - $570K
2.82K $505M
CRH.L
Crh PLC

Basic Materials
5.31K
New
N/A
5.31K $467M
JHMM
John Hancock Multifactor Mid C

ETFs
8.13K
New
$55.69 - $63.12 $453K - $513K
8.13K $466M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
7.08K
New
$48.13 - $51.78 $341K - $366K
7.08K $360M
AVGO
Broadcom Inc.

Technology
2.15K
New
$167.43 - $244.7 $359K - $525K
2.15K $359M
INDB
Independent Bank Corp

Financial Services
5.54K
New
$60.31 - $70.29 $334K - $389K
5.54K $347M
WMT
Walmart Inc.

Consumer Defensive
3.83K
New
$84.5 - $105.05 $324K - $402K
3.83K $336M
FREL
Fidelity Covington Tr Msci Rea

ETFs
11.3K
New
$25.98 - $28.59 $294K - $324K
11.3K $311M
NVDA
Nvidia Corp

Technology
2.6K
New
$106.98 - $149.43 $278K - $388K
2.6K $281M
T
At&T Inc.

Communication Services
9.55K
New
$21.56 - $28.28 $206K - $270K
9.55K $270M
GE
General Electric CO

Industrials
1.28K
New
$168.59 - $212.13 $216K - $272K
1.28K $257M
VZ
Verizon Communications Inc

Communication Services
5.4K
New
$37.81 - $46.49 $204K - $251K
5.4K $245M
TSLA
Tesla, Inc.

Consumer Cyclical
941
New
$222.15 - $428.22 $209K - $403K
941 $244M
TD
Toronto Dominion Bank

Financial Services
4.05K
New
$53.12 - $61.15 $215K - $247K
4.05K $243M
V
Visa Inc.

Financial Services
583
New
$306.92 - $362.71 $179K - $211K
583 $204M
Activity Summary
Buys All Purchases 47 New Holdings 47 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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