Independence Financial Advisors, LLC Portfolio Holdings by Sector

Independence Financial Advisors, LLC

$263 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IUSG IUSV IEF ISTB FALN LQD TIP IEI 26 stocks	$249 Million 95.52% of portfolio	26	-	26	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$2.56 Million 0.98% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.47 Million 0.56% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.05 Million 0.4% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services MTB INDB 2 stocks	$851,982 0.33% of portfolio	2	-	2	-	0 Calls 0 Puts
Software—Application \| Technology ANSS 1 stocks	$774,939 0.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$768,794 0.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$692,776 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA 2 stocks	$640,387 0.25% of portfolio	2	-	2	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$590,353 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ 2 stocks	$514,898 0.2% of portfolio	2	-	2	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L 1 stocks	$466,857 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$336,288 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE 1 stocks	$256,844 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$243,740 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services TD 1 stocks	$242,517 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$204,171 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts

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