Independence Financial Advisors, LLC Portfolio Holdings by Sector

Independence Financial Advisors, LLC

$257 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs ISTB LQD TIP IUSV FTEC IEI IEF IUSG 29 stocks	$176 Million 93.32% of portfolio	16	12	3	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$2.83 Million 1.5% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.37 Million 0.73% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.35 Million 0.72% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA 2 stocks	$996,050 0.53% of portfolio	1	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services MTB INDB 2 stocks	$899,719 0.48% of portfolio	2	-	-	-	0 Calls 0 Puts
Software—Application \| Technology ANSS 1 stocks	$859,787 0.46% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$701,222 0.37% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$621,547 0.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$591,891 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services TD JPM 2 stocks	$516,470 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ 2 stocks	$502,841 0.27% of portfolio	1	1	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L 1 stocks	$487,183 0.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$371,222 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$323,836 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$200,997 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts

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