Independence-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "T",
  "AVGO",
  null,
  null,
  null,
  null,
  null,
  "HD",
  null,
  null,
  null,
  null,
  "MSFT",
  "GE",
  null,
  "ANSS",
  null,
  null,
  "AAPL",
  "NVDA",
  null,
  "VZ",
  null,
  "GLD",
  "TD",
  "VIG",
  "IEF",
  "INDB",
  null,
  null,
  null,
  "VOO",
  "V",
  "WMT",
  "IUSG",
  "MTB",
  null,
  "IUSV",
  null,
  null,
  "BRK-B",
  "CRH",
  "RSP",
  null,
  "XOM",
  "TSLA",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 47
Total Value: 263039611
Accession Number: 0002066080-25-000003
Form Type: 13F-HR
CIK: independence-financial-advisors
Manager Name: Independence-Financial-Advisors

Data Enrichment

55% identified

26 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

47 positions • $263.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908363

VOO|922908363

Shares:2.6K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$263.0M)

MICROSOFT CORP

MSFT|594918104

Shares:2.8K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$263.0M)

31609A107

Shares:30.2K

Value:$927.6K

% of Portfolio:0.4% ($927.6K/$263.0M)

SPDR GOLD TRUST

GLD|78463V107

Shares:2.7K

Value:$779.4K

% of Portfolio:0.3% ($779.4K/$263.0M)

ANSYS INC

ANSS|03662Q105

Shares:2.4K

Value:$774.9K

% of Portfolio:0.3% ($774.9K/$263.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.4K

Value:$768.8K

% of Portfolio:0.3% ($768.8K/$263.0M)

921908844

VIG|921908844

Shares:3.9K

Value:$760.9K

% of Portfolio:0.3% ($760.9K/$263.0M)

EXXON MOBIL CORP

XOM|30231G102

Shares:5.8K

Value:$692.8K

% of Portfolio:0.3% ($692.8K/$263.0M)

46429B747

Shares:6.4K

Value:$666.0K

% of Portfolio:0.3% ($666.0K/$263.0M)

HOME DEPOT, INC.

HD|437076102

Shares:1.6K

Value:$590.4K

% of Portfolio:0.2% ($590.4K/$263.0M)

46435G102

Shares:6.2K

Value:$516.1K

% of Portfolio:0.2% ($516.1K/$263.0M)

46137V357

RSP|46137V357

Shares:2.9K

Value:$508.7K

% of Portfolio:0.2% ($508.7K/$263.0M)

M&T BANK CORP

MTB|55261F104

Shares:2.8K

Value:$504.8K

% of Portfolio:0.2% ($504.8K/$263.0M)

CRH PUBLIC LTD CO

CRH|G25508105

Shares:5.3K

Value:$466.9K

% of Portfolio:0.2% ($466.9K/$263.0M)

47804J206

Shares:8.1K

Value:$466.0K

% of Portfolio:0.2% ($466.0K/$263.0M)

316092865

Shares:7.1K

Value:$360.5K

% of Portfolio:0.1% ($360.5K/$263.0M)

Broadcom Inc.

AVGO|11135F101

Shares:2.1K

Value:$359.1K

% of Portfolio:0.1% ($359.1K/$263.0M)

INDEPENDENT BANK CORP

INDB|453836108

Shares:5.5K

Value:$347.1K

% of Portfolio:0.1% ($347.1K/$263.0M)

Walmart Inc.

WMT|931142103

Shares:3.8K

Value:$336.3K

% of Portfolio:0.1% ($336.3K/$263.0M)

316092857

Shares:11.3K

Value:$311.3K

% of Portfolio:0.1% ($311.3K/$263.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	2.6K	QoQ- YoY-	All Managers (Combined)	$1.3M	0.5% ($1.3M/$263.0M)	QoQ- YoY-
MICROSOFT CORP(MSFTcusip594918104)	2.8K	QoQ- YoY-	All Managers (Combined)	$1.1M	0.4% ($1.1M/$263.0M)	QoQ- YoY-
(cusip31609A107)✕	30.2K	QoQ- YoY-	All Managers (Combined)	$927.6K	0.4% ($927.6K/$263.0M)	QoQ- YoY-
SPDR GOLD TRUST(GLDcusip78463V107)	2.7K	QoQ- YoY-	All Managers (Combined)	$779.4K	0.3% ($779.4K/$263.0M)	QoQ- YoY-
ANSYS INC(ANSScusip03662Q105)	2.4K	QoQ- YoY-	All Managers (Combined)	$774.9K	0.3% ($774.9K/$263.0M)	QoQ- YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.4K	QoQ- YoY-	All Managers (Combined)	$768.8K	0.3% ($768.8K/$263.0M)	QoQ- YoY-
(VIGcusip921908844)	3.9K	QoQ- YoY-	All Managers (Combined)	$760.9K	0.3% ($760.9K/$263.0M)	QoQ- YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	5.8K	QoQ- YoY-	All Managers (Combined)	$692.8K	0.3% ($692.8K/$263.0M)	QoQ- YoY-
(cusip46429B747)✕	6.4K	QoQ- YoY-	All Managers (Combined)	$666.0K	0.3% ($666.0K/$263.0M)	QoQ- YoY-
HOME DEPOT, INC.(HDcusip437076102)	1.6K	QoQ- YoY-	All Managers (Combined)	$590.4K	0.2% ($590.4K/$263.0M)	QoQ- YoY-
(cusip46435G102)✕	6.2K	QoQ- YoY-	All Managers (Combined)	$516.1K	0.2% ($516.1K/$263.0M)	QoQ- YoY-
(RSPcusip46137V357)	2.9K	QoQ- YoY-	All Managers (Combined)	$508.7K	0.2% ($508.7K/$263.0M)	QoQ- YoY-
M&T BANK CORP(MTBcusip55261F104)	2.8K	QoQ- YoY-	All Managers (Combined)	$504.8K	0.2% ($504.8K/$263.0M)	QoQ- YoY-
CRH PUBLIC LTD CO(CRHcusipG25508105)	5.3K	QoQ- YoY-	All Managers (Combined)	$466.9K	0.2% ($466.9K/$263.0M)	QoQ- YoY-
(cusip47804J206)✕	8.1K	QoQ- YoY-	All Managers (Combined)	$466.0K	0.2% ($466.0K/$263.0M)	QoQ- YoY-
(cusip316092865)✕	7.1K	QoQ- YoY-	All Managers (Combined)	$360.5K	0.1% ($360.5K/$263.0M)	QoQ- YoY-
Broadcom Inc.(AVGOcusip11135F101)	2.1K	QoQ- YoY-	All Managers (Combined)	$359.1K	0.1% ($359.1K/$263.0M)	QoQ- YoY-
INDEPENDENT BANK CORP(INDBcusip453836108)	5.5K	QoQ- YoY-	All Managers (Combined)	$347.1K	0.1% ($347.1K/$263.0M)	QoQ- YoY-
Walmart Inc.(WMTcusip931142103)	3.8K	QoQ- YoY-	All Managers (Combined)	$336.3K	0.1% ($336.3K/$263.0M)	QoQ- YoY-
(cusip316092857)✕	11.3K	QoQ- YoY-	All Managers (Combined)	$311.3K	0.1% ($311.3K/$263.0M)	QoQ- YoY-