Independence Asset Advisors, LLC Top Holdings and 13F Report (2025) About Independence Asset Advisors, LLCInvestment ActivityIndependence Asset Advisors, LLC has $160.72 million in total holdings as of June 30, 2025.Independence Asset Advisors, LLC owns shares of 17 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 84.64% of the portfolio was purchased this quarter.About 4.04% of the portfolio was sold this quarter.This quarter, Independence Asset Advisors, LLC has purchased 13 new stocks and bought additional shares in 7 stocks.Independence Asset Advisors, LLC sold shares of 4 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Russell 1000 Value ETF $59,496,339VanEck CLO ETF $58,218,114VANECK ETF TRUST $19,771,149Pacer Pacific Asset Floating Rate High Income ETF $3,555,625Vanguard Real Estate ETF $2,720,723 Largest New Holdings this Quarter 464287598 - iShares Russell 1000 Value ETF $59,496,339 Holding911312106 - United Parcel Service $2,647,757 Holding126650100 - CVS Health $2,378,292 Holding37940X102 - Global Payments $2,095,367 Holding Largest Purchases this Quarter iShares Russell 1000 Value ETF 306,319 shares (about $59.50M)VanEck CLO ETF 929,812 shares (about $49.23M)VANECK ETF TRUST 381,557 shares (about $19.39M)United Parcel Service 26,231 shares (about $2.65M)CVS Health 34,478 shares (about $2.38M) Largest Sales this Quarter Vanguard Short-Term Corporate Bond ETF 41,287 shares (about $3.27M)Vanguard Intermediate-Term Corporate Bond ETF 35,957 shares (about $2.97M)Pacer Pacific Asset Floating Rate High Income ETF 3,322 shares (about $158.13K)Vanguard Real Estate ETF 992 shares (about $88.35K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIndependence Asset Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWDiShares Russell 1000 Value ETF$59,496,339$59,496,339 ▲New Holding306,31937.0%ETFCLOIVanEck CLO ETF$58,218,114$49,227,825 ▲547.6%1,099,62036.2%ETFVANECK ETF TRUST$19,771,149$19,390,013 ▲5,087.4%389,05712.3%AA BB CLO ETFFLRTPacer Pacific Asset Floating Rate High Income ETF$3,555,625$158,127 ▼-4.3%74,6982.2%ETFVNQVanguard Real Estate ETF$2,720,723$88,348 ▼-3.1%30,5491.7%ETFVFMVVanguard U.S. Minimum Volatility ETF$2,681,901$12,823 ▲0.5%20,9151.7%ETFUPSUnited Parcel Service$2,647,757$2,647,757 ▲New Holding26,2311.6%TransportationCVSCVS Health$2,378,292$2,378,292 ▲New Holding34,4781.5%MedicalGPNGlobal Payments$2,095,367$2,095,367 ▲New Holding26,1791.3%Business ServicesVCITVanguard Intermediate-Term Corporate Bond ETF$1,813,772$2,970,251 ▼-62.1%21,9571.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,099,545$3,270,435 ▼-74.8%13,8810.7%ETFLSGRNatixis Loomis Sayles Focused Growth ETF$1,016,2320.0%24,2920.6%ETFUSMViShares MSCI USA Min Vol Factor ETF$967,859$2,253 ▲0.2%10,3110.6%ETFJEPIJPMorgan Equity Premium Income ETF$879,907$337,344 ▲62.2%15,5170.5%ETFJPREJPMorgan Realty Income ETF$576,601$193,661 ▲50.6%12,1030.4%ETFJAVAJPMorgan Active Value ETF$550,440$242,668 ▲78.8%8,4040.3%ETFSIHYHarbor Scientific Alpha High-Yield ETF$247,0220.0%5,3890.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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