Independence Asset Advisors, LLC Top Holdings and 13F Report (2025) About Independence Asset Advisors, LLCInvestment ActivityIndependence Asset Advisors, LLC has $21.61 million in total holdings as of December 31, 2024.Independence Asset Advisors, LLC owns shares of 9 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 80.47% of the portfolio was purchased this quarter.About 3.35% of the portfolio was sold this quarter.This quarter, Independence Asset Advisors, LLC has purchased 6 new stocks and bought additional shares in 3 stocks.Independence Asset Advisors, LLC sold shares of 0 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Short-Term Corporate Bond ETF $8,416,798Vanguard Intermediate-Term Corporate Bond ETF $4,699,627Pacer Pacific Asset Floating Rate High Income ETF $3,288,081Vanguard Real Estate ETF $2,535,210Natixis Loomis Sayles Focused Growth ETF $1,086,287 Largest New Holdings this Quarter Vanguard Real Estate ETF $2,535,210 HoldingNatixis Loomis Sayles Focused Growth ETF $1,086,287 HoldingVanguard U.S. Minimum Volatility ETF $653,976 HoldingVanEck CLO ETF $484,007 HoldingApple $202,316 Holding Largest Purchases this Quarter Vanguard Short-Term Corporate Bond ETF 89,513 shares (about $6.98M)Vanguard Intermediate-Term Corporate Bond ETF 37,802 shares (about $3.04M)Vanguard Real Estate ETF 28,598 shares (about $2.54M)Pacer Pacific Asset Floating Rate High Income ETF 50,632 shares (about $2.41M)Natixis Loomis Sayles Focused Growth ETF 27,791 shares (about $1.09M) 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 PortfolioSectorVCSHVanguard Short-Term Corporate Bond ETF$8,416,798$6,982,898 ▲487.0%107,89438.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$4,699,627$3,040,221 ▲183.2%58,43521.7%ETFFLRTPacer Pacific Asset Floating Rate High Income ETF$3,288,081$2,405,950 ▲272.7%69,19615.2%ETFVNQVanguard Real Estate ETF$2,535,210$2,535,210 ▲New Holding28,59811.7%ETFLSGRNatixis Loomis Sayles Focused Growth ETF$1,086,287$1,086,287 ▲New Holding27,7915.0%ETFVFMVVanguard U.S. Minimum Volatility ETF$653,976$653,976 ▲New Holding5,4253.0%ETFCLOIVanEck CLO ETF$484,007$484,007 ▲New Holding9,1722.2%ETFSIHYHarbor Scientific Alpha High-Yield ETF$245,8660.0%5,3891.1%ETFAAPLApple$202,316$202,316 ▲New Holding8020.9%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$0$395,590 ▼-100.0%00.0%ETFVOVanguard Mid-Cap ETF$0$329,063 ▼-100.0%00.0%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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
