- New Purchases: A2A, GE, BE, VHT, AAXJ, VGT,
- Added Positions: VTV, VUG, IWF, IVE, EFA, IJS, IWD, IVW, SCZ, BSV, EEM, VBK, VBR, IWN, AGG, VNQ, AMZN, VOO, IJH, IBM, MSFT, IWO, NKE, MA, IVV, XLV, VO, XLI, VGK, XLF, XLE, XLY, SCHO, SCHM, SCHF, SCHB, MBB, ITOT, IEI, HYG, IGSB, TRV, COST,
- Reduced Positions: VSS, SUB, VEA, EFV, VNQI, VTEB, MUB, VWO, BIV, DIS, IJT, CMCSA, VT, IWM, JNJ, XLK, TLT, XOM, VTI, SHY, CVX, SCHE, ABBV, LQD, IWS, BND, XLP, IJK, XLU, HD, HON, VOT, VEU, PEP, TIP, UNH, SHV, SCHZ, EMB, IJR,
- Sold Out: WTRG, BKNG, WFC, ADP, C, GPN, JPM, TXN, VZ, BMY, KMB, ORCL, FB, PFF, VOE,
For the details of Independence Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/independence+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Independence Advisors, LLC- Vanguard Value (VTV) - 490,672 shares, 12.07% of the total portfolio. Shares added by 35.49%
- Vanguard Growth (VUG) - 259,282 shares, 11.22% of the total portfolio. Shares added by 11.86%
- iShares Russell 1000 Growth (IWF) - 269,428 shares, 11.21% of the total portfolio. Shares added by 10.73%
- iShares MSCI EAFE (EFA) - 751,349 shares, 11.09% of the total portfolio. Shares added by 9.83%
- Vanguard Intermediate-Term Bond (BIV) - 311,633 shares, 7.69% of the total portfolio. Shares reduced by 1.69%
Independence Advisors, LLC initiated holding in Essential Utilities Inc. The purchase prices were between $28.4 and $49.4, with an estimated average price of $42.29. The stock is now traded at around $37.40. The impact to a portfolio due to this purchase was 0.39%. The holding were 35,092 shares as of .
New Purchase: General Electric Co (GE)Independence Advisors, LLC initiated holding in General Electric Co. The purchase prices were between $6.11 and $13.16, with an estimated average price of $10.75. The stock is now traded at around $6.29. The impact to a portfolio due to this purchase was 0.02%. The holding were 10,414 shares as of .
New Purchase: Vanguard Health Care (VHT)Independence Advisors, LLC initiated holding in Vanguard Health Care. The purchase prices were between $139.96 and $197.23, with an estimated average price of $183.85. The stock is now traded at around $189.26. The impact to a portfolio due to this purchase was 0.01%. The holding were 138 shares as of .
New Purchase: Bloom Energy Corp (BE)Independence Advisors, LLC initiated holding in Bloom Energy Corp. The purchase prices were between $3.07 and $14.09, with an estimated average price of $8.52. The stock is now traded at around $8.30. The impact to a portfolio due to this purchase was 0.01%. The holding were 10,348 shares as of .
New Purchase: Vanguard Information Tech (VGT)Independence Advisors, LLC initiated holding in Vanguard Information Tech. The purchase prices were between $185.49 and $273.21, with an estimated average price of $244.1. The stock is now traded at around $251.41. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 14 shares as of .
New Purchase: iShares MSCI All Country Asia ex Japan Index Fund (AAXJ)Independence Advisors, LLC initiated holding in iShares MSCI All Country Asia ex Japan Index Fund. The purchase prices were between $53.81 and $76.35, with an estimated average price of $69.08. The stock is now traded at around $64.55. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 105 shares as of .
Added: Vanguard Value (VTV)Independence Advisors, LLC added to a holding in Vanguard Value by 35.49%. The purchase prices were between $76.76 and $121.42, with an estimated average price of $110.7. The stock is now traded at around $97.59. The impact to a portfolio due to this purchase was 3.16%. The holding were 490,672 shares as of .
Added: iShares S&P 500 Value (IVE)Independence Advisors, LLC added to a holding in iShares S&P 500 Value by 41.38%. The purchase prices were between $82.22 and $130.6, with an estimated average price of $117.99. The stock is now traded at around $105.59. The impact to a portfolio due to this purchase was 1.08%. The holding were 138,495 shares as of .
Added: iShares S&P SmallCap 600 Value (IJS)Independence Advisors, LLC added to a holding in iShares S&P SmallCap 600 Value by 302.51%. The purchase prices were between $87.85 and $161.14, with an estimated average price of $137.91. The stock is now traded at around $112.28. The impact to a portfolio due to this purchase was 0.87%. The holding were 41,982 shares as of .
Added: iShares MSCI EAFE Small-Cap ETF (SCZ)Independence Advisors, LLC added to a holding in iShares MSCI EAFE Small-Cap ETF by 22.86%. The purchase prices were between $38.34 and $62.84, with an estimated average price of $56.15. The stock is now traded at around $49.88. The impact to a portfolio due to this purchase was 0.2%. The holding were 87,802 shares as of .
Added: iShares MSCI Emerging Index Fund (EEM)Independence Advisors, LLC added to a holding in iShares MSCI Emerging Index Fund by 21.67%. The purchase prices were between $30.61 and $46.3, with an estimated average price of $41.03. The stock is now traded at around $36.84. The impact to a portfolio due to this purchase was 0.11%. The holding were 64,071 shares as of .
Added: Vanguard Short-Term Bond (BSV)Independence Advisors, LLC added to a holding in Vanguard Short-Term Bond by 250.73%. The purchase prices were between $78.4 and $82.23, with an estimated average price of $80.79. The stock is now traded at around $82.63. The impact to a portfolio due to this purchase was 0.11%. The holding were 7,232 shares as of .
Sold Out: Essential Utilities Inc (WTRG)Independence Advisors, LLC sold out a holding in Essential Utilities Inc. The sale prices were between $32.65 and $54.07, with an estimated average price of $47.33.
Sold Out: Booking Holdings Inc (BKNG)Independence Advisors, LLC sold out a holding in Booking Holdings Inc. The sale prices were between $1152.24 and $2086.9, with an estimated average price of $1767.55.
Sold Out: Wells Fargo & Co (WFC)Independence Advisors, LLC sold out a holding in Wells Fargo & Co. The sale prices were between $25.25 and $53.8, with an estimated average price of $42.87.
Sold Out: Verizon Communications Inc (VZ)Independence Advisors, LLC sold out a holding in Verizon Communications Inc. The sale prices were between $49.94 and $61.4, with an estimated average price of $57.34.
Sold Out: Automatic Data Processing Inc (ADP)Independence Advisors, LLC sold out a holding in Automatic Data Processing Inc. The sale prices were between $109.07 and $181.25, with an estimated average price of $161.83.
Sold Out: Citigroup Inc (C)Independence Advisors, LLC sold out a holding in Citigroup Inc. The sale prices were between $35.39 and $81.91, with an estimated average price of $67.72.
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