13F-HR filed by Independence Financial Advisors, LLC
Independence Financial Advisors, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-08, with 47 holding rows worth $263,039,611.
- Accession
- 0002066080-25-000003
- Filer
- CIK 2066080
- Filed
- 2025-05-08
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 47 entries on the cover page, a total value of $263,039,611 stated on the cover page (in dollars after the unit check, H1), rows summing to $263,039,611 with VALUE read as dollars as filed, 13F file number 028-25545. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 493,711 | $62,740,729 | dollars as filed | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 374,405 | $34,553,809 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 153,215 | $14,612,096 | dollars as filed | |
| ISHARES TR | 46432F859 | CORE 1 5 YR USD | 268,805 | $12,996,735 | dollars as filed | |
| ISHARES FALLEN ANGELS USD BOND ETF | 46435G474 | ETF | 446,140 | $11,952,099 | dollars as filed | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 109,242 | $11,873,473 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 104,420 | $11,599,966 | dollars as filed | |
| ISHARES TR | 464288661 | 3 7 YR TREAS BD | 93,907 | $11,093,699 | dollars as filed | |
| Fidelity MSCI Information Technology Index ETF | 316092808 | SHS | 61,128 | $9,858,095 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092501 | MSCI FINLS IDX | 139,669 | $9,709,804 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092600 | MSCI HLTH CARE I | 140,682 | $9,611,420 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092873 | MSCI COMMNTN SVC | 159,750 | $8,987,511 | dollars as filed | |
| Fidelity High Dividend ETF | 316092840 | SHS | 163,739 | $8,121,463 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 94,421 | $7,811,449 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092709 | MSCI INDL INDX | 88,231 | $6,041,192 | dollars as filed | |
| ISHARES TR | 464288687 | COM | 194,899 | $5,989,249 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P595 | SENIOR LOAN ETF | 225,706 | $5,432,752 | dollars as filed | |
| VTI | 922908769 | COM | 9,298 | $2,555,521 | dollars as filed | |
| Fidelity Enhanced Large Cap Growth ETF | 31609A305 | SHS | 55,379 | $1,744,443 | dollars as filed | |
| Apple Inc | 037833100 | COM | 6,619 | $1,470,356 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 2,624 | $1,348,399 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,809 | $1,054,299 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 31609A107 | ENHANCED LARGE | 30,177 | $927,633 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 2,705 | $779,419 | dollars as filed | |
| ANSYS INC COM | 03662Q105 | COM | 2,448 | $774,939 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,444 | $768,794 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 3,922 | $760,858 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 5,825 | $692,776 | dollars as filed | |
| iShares 0-5 Year TIPS Bond ETF | 46429B747 | SHS | 6,436 | $665,963 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,611 | $590,353 | dollars as filed | |
| ISHARES TR | 46435G102 | CONV BD ETF | 6,173 | $516,114 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 2,937 | $508,747 | dollars as filed | |
| M & T BK CORP COM | 55261F104 | Stock | 2,824 | $504,839 | dollars as filed | |
| CRH PLC ORD | G25508105 | Stock | 5,307 | $466,857 | dollars as filed | |
| JOHN HANCOCK EXCHANGE TRADED | 47804J206 | MULTIFACTOR MI | 8,133 | $466,028 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092865 | MSCI UTILS INDEX | 7,075 | $360,461 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 2,145 | $359,079 | dollars as filed | |
| INDEPENDENT BK CORP MASS | 453836108 | COM | 5,541 | $347,143 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 3,831 | $336,288 | dollars as filed | |
| Fidelity MSCI Real Estate Index ETF | 316092857 | SHS | 11,332 | $311,283 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 2,596 | $281,308 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 9,551 | $270,094 | dollars as filed | |
| General Electric Company | 369604301 | COM | 1,283 | $256,844 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 5,397 | $244,804 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 941 | $243,740 | dollars as filed | |
| TORONTO DOMINION BK ONT COM NEW | 891160509 | Stock | 4,046 | $242,517 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 583 | $204,171 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002066080-25-000003 | this filing | 2025-05-08 | acceptance time not in the bulk data set |