Independence Financial Advisors, LLC Purchases in Q2 2025

Independence Financial Advisors, LLC

  • $257 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Fidelity Covington Trust
775K
+ 1399.41%
N/A
830K $30.7B
Fidelity Covington Trust
843K
+ 2794.69%
N/A
874K $27.8B
Fidelity Covington Trust
292K
New
N/A
292K $9.72B
FDIS
Fidelity Covington Tr Msci Con

ETFs
58.6K
New
$75.33 - $94.56 $4.41M - $5.54M
58.6K $5.51B
IJK
Ishares S&P Midcap 400 Growth

ETFs
60.4K
New
$73.7 - $90.98 $4.45M - $5.49M
60.4K $5.49B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
27.1K
New
$108.87 - $133.04 $2.95M - $3.6M
27.1K $3.6B
ICVT
Ishares Tr Convertible Bond Et

ETFs
28.2K
+ 456.76%
$78.98 - $90.1 $2.23M - $2.54M
34.4K $3.1B
FNCL
Fidelity Covington Tr Msci Fin

ETFs
4.74K
+ 3.39%
$61.08 - $74.04 $289K - $351K
144K $10.7B
FDVV
Fidelity High Dividend ETF

ETFs
10.8K
+ 6.6%
$43.6 - $52.02 $471K - $562K
175K $9.08B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.14K
+ 3.34%
$116.93 - $119.39 $367K - $375K
97K $11.6B
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.94K
+ 2.69%
$105.23 - $109.61 $310K - $322K
112K $12.3B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
3.03K
+ 1.13%
$47.89 - $48.65 $145K - $148K
272K $13.2B
JPM
Jpmorgan Chase & CO

Financial Services
756
New
$210.28 - $289.91 $159K - $219K
756 $219M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
6.99K
+ 3.1%
$23.13 - $24.23 $162K - $169K
233K $5.64B
NVDA
Nvidia Corp

Technology
11
+ 0.42%
$94.31 - $157.99 $1.04K - $1.74K
2.61K $412M
GLD
Spdr Gold Trust

ETFs
123
+ 4.55%
$273.71 - $316.29 $33.7K - $38.9K
2.83K $862M
VIG
Vanguard Dividend Appreciation

ETFs
198
+ 5.05%
N/A
4.12K $843M
MTB
M&T Bank Corp

Financial Services
3
+ 0.11%
$156.58 - $193.99 $470 - $582
2.83K $548M
RSP
Invesco S&P 500 Equal Weight E

ETFs
12
+ 0.41%
$152.93 - $181.74 $1.84K - $2.18K
2.95K $536M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
1
+ 0.01%
$47.29 - $53.34 $47.3 - $53.3
7.08K $372M
INDB
Independent Bank Corp

Financial Services
47
+ 0.85%
$53.62 - $65.63 $2.52K - $3.08K
5.59K $351M
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.19%
$335.24 - $380.78 $1.01K - $1.14K
1.61K $592M
FREL
Fidelity Covington Tr Msci Rea

ETFs
4
+ 0.04%
$24.18 - $27.61 $96.7 - $110
11.3K $307M
VZ
Verizon Communications Inc

Communication Services
36
+ 0.67%
$41.67 - $45.62 $1.5K - $1.64K
5.43K $235M
Activity Summary
Buys All Purchases 25 New Holdings 5 Increased Positions 20 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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