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:

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NVIDIA CORP

NVDA|67066G104

Shares:2.6K

Value:$281.3K

% of Portfolio:0.1% ($281.3K/$263.0M)

AT&T INC.

T|00206R102

Shares:9.6K

Value:$270.1K

% of Portfolio:0.1% ($270.1K/$263.0M)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.3K

Value:$256.8K

% of Portfolio:0.1% ($256.8K/$263.0M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:5.4K

Value:$244.8K

% of Portfolio:0.1% ($244.8K/$263.0M)

Tesla, Inc.

TSLA|88160R101

Shares:941

Value:$243.7K

% of Portfolio:0.1% ($243.7K/$263.0M)

TORONTO DOMINION BANK

TD|891160509

Shares:4.0K

Value:$242.5K

% of Portfolio:0.1% ($242.5K/$263.0M)

VISA INC.

V|92826C839

Shares:583

Value:$204.2K

% of Portfolio:0.1% ($204.2K/$263.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	2.6K	QoQ- YoY-	All Managers (Combined)	$281.3K	0.1% ($281.3K/$263.0M)	QoQ- YoY-
AT&T INC.(Tcusip00206R102)	9.6K	QoQ- YoY-	All Managers (Combined)	$270.1K	0.1% ($270.1K/$263.0M)	QoQ- YoY-
GENERAL ELECTRIC CO(GEcusip369604301)	1.3K	QoQ- YoY-	All Managers (Combined)	$256.8K	0.1% ($256.8K/$263.0M)	QoQ- YoY-
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	5.4K	QoQ- YoY-	All Managers (Combined)	$244.8K	0.1% ($244.8K/$263.0M)	QoQ- YoY-
Tesla, Inc.(TSLAcusip88160R101)	941	QoQ- YoY-	All Managers (Combined)	$243.7K	0.1% ($243.7K/$263.0M)	QoQ- YoY-
TORONTO DOMINION BANK(TDcusip891160509)	4.0K	QoQ- YoY-	All Managers (Combined)	$242.5K	0.1% ($242.5K/$263.0M)	QoQ- YoY-
VISA INC.(Vcusip92826C839)	583	QoQ- YoY-	All Managers (Combined)	$204.2K	0.1% ($204.2K/$263.0M)	QoQ- YoY-