13F HOLDINGS REPORT
Independence Financial Advisors, LLC
Quarter ended Q1 2025 · Filed May 8, 2025 · Accession 0002066080-25-000003
Total Value
$263.0M
Positions
47
Other Managers
0
Confidential Omitted
No
Holdings (47)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287671 | 493,711 | $62.7M | 23.85% |
| 2 | ISHARES TR | 464287663 | 374,405 | $34.6M | 13.14% |
| 3 | ISHARES TR | 464287440 | 153,215 | $14.6M | 5.56% |
| 4 | ISHARES TR | 46432F859 | 268,805 | $13.0M | 4.94% |
| 5 | ISHARES TR | 46435G474 | 446,140 | $12.0M | 4.54% |
| 6 | ISHARES TR | 464287242 | 109,242 | $11.9M | 4.51% |
| 7 | ISHARES TR | 464287176 | 104,420 | $11.6M | 4.41% |
| 8 | ISHARES TR | 464288661 | 93,907 | $11.1M | 4.22% |
| 9 | FIDELITY COVINGTON TRUST | 316092808 | 61,128 | $9.9M | 3.75% |
| 10 | FIDELITY COVINGTON TRUST | 316092501 | 139,669 | $9.7M | 3.69% |
| 11 | FIDELITY COVINGTON TRUST | 316092600 | 140,682 | $9.6M | 3.65% |
| 12 | FIDELITY COVINGTON TRUST | 316092873 | 159,750 | $9.0M | 3.42% |
| 13 | FIDELITY COVINGTON TRUST | 316092840 | 163,739 | $8.1M | 3.09% |
| 14 | ISHARES TR | 464287457 | 94,421 | $7.8M | 2.97% |
| 15 | FIDELITY COVINGTON TRUST | 316092709 | 88,231 | $6.0M | 2.30% |
| 16 | ISHARES TR | 464288687 | 194,899 | $6.0M | 2.28% |
| 17 | FRANKLIN TEMPLETON ETF TR | FGDL | 225,706 | $5.4M | 2.07% |
| 18 | VANGUARD INDEX FDS | 922908769 | 9,298 | $2.6M | 0.97% |
| 19 | FIDELITY COVINGTON TRUST | 31609A305 | 55,379 | $1.7M | 0.66% |
| 20 | APPLE INC | AAPL | 6,619 | $1.5M | 0.56% |
| 21 | VANGUARD INDEX FDS | 922908363 | 2,624 | $1.3M | 0.51% |
| 22 | MICROSOFT CORP | MSFT | 2,809 | $1.1M | 0.40% |
| 23 | FIDELITY COVINGTON TRUST | 31609A107 | 30,177 | $927,633 | 0.35% |
| 24 | SPDR GOLD TR | GLD | 2,705 | $779,419 | 0.30% |
| 25 | ANSYS INC | 03662Q105 | 2,448 | $774,939 | 0.29% |
| 26 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,444 | $768,794 | 0.29% |
| 27 | VANGUARD SPECIALIZED FUNDS | 921908844 | 3,922 | $760,858 | 0.29% |
| 28 | EXXON MOBIL CORP | XOM | 5,825 | $692,776 | 0.26% |
| 29 | ISHARES TR | 46429B747 | 6,436 | $665,963 | 0.25% |
| 30 | HOME DEPOT INC | HD | 1,611 | $590,353 | 0.22% |
| 31 | ISHARES TR | 46435G102 | 6,173 | $516,114 | 0.20% |
| 32 | INVESCO EXCHANGE TRADED FD T | IVZ | 2,937 | $508,747 | 0.19% |
| 33 | M & T BK CORP | 55261F104 | 2,824 | $504,839 | 0.19% |
| 34 | CRH PLC | CRH | 5,307 | $466,857 | 0.18% |
| 35 | JOHN HANCOCK EXCHANGE TRADED | 47804J206 | 8,133 | $466,028 | 0.18% |
| 36 | FIDELITY COVINGTON TRUST | 316092865 | 7,075 | $360,461 | 0.14% |
| 37 | BROADCOM INC | AVGO | 2,145 | $359,079 | 0.14% |
| 38 | INDEPENDENT BK CORP MASS | 453836108 | 5,541 | $347,143 | 0.13% |
| 39 | WALMART INC | WMT | 3,831 | $336,288 | 0.13% |
| 40 | FIDELITY COVINGTON TRUST | 316092857 | 11,332 | $311,283 | 0.12% |
| 41 | NVIDIA CORPORATION | NVDA | 2,596 | $281,308 | 0.11% |
| 42 | AT&T INC | T-PC | 9,551 | $270,094 | 0.10% |
| 43 | GE AEROSPACE | 369604301 | 1,283 | $256,844 | 0.10% |
| 44 | VERIZON COMMUNICATIONS INC | VZ | 5,397 | $244,804 | 0.09% |
| 45 | TESLA INC | TSLA | 941 | $243,740 | 0.09% |
| 46 | TORONTO DOMINION BK ONT | TORO | 4,046 | $242,517 | 0.09% |
| 47 | VISA INC | V | 583 | $204,171 | 0.08% |