IA
| |
Independence Asset Advisors, LLC13F | |
| Independence Asset Advisors, LLC | |
| Last update 2025-04-23 | 13 Stocks (5 new) |
| Value $31.00 Mil | Turnover 44 % |
Independence Asset Advisors, L... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CLOI | VanEck CLO ETF | 169,808 | 8,965.7 | +1,751.37% | 29.070 | +27.50% | 0.970 | +2.69% | +3.13% | 1,058.3 | ||
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 57,914 | 4,717.2 | -0.89% | 15.290 | -0.19% | 0.010 | +3.07% | +4.86% | 53,338.9 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 55,168 | 4,339.0 | -48.87% | 14.070 | -19.03% | 0.010 | +1.88% | +3.77% | 35,004.9 | ||
FLRT |
Pacer Pacific Asset Floating Rate High Income ETF
Pacer Pacific Asset Floating Rate High Income ETF
| 78,020 | 3,674.0 | +12.75% | 11.910 | +1.35% | 0.780 | +3.99% | +3.39% | 529.0 | ||
VNQ | Vanguard Real Estate Index Fund ETF | 31,541 | 2,855.8 | +10.29% | 9.260 | +0.86% | 0.010 | +4.59% | +3.00% | 33,484.2 | ||
VFMV |
Vanguard U.S. Minimum Volatility ETF
Vanguard U.S. Minimum Volatility ETF
| 20,815 | 2,638.0 | +283.69% | 8.550 | +6.32% | 1.280 | +6.08% | +6.75% | 278.5 | ||
USMV | iShares MSCI USA Min Vol Factor ETF | 10,287 | 963.5 | New Holding | 3.120 | +3.12% | 0.000 | +3.59% | +5.42% | 23,553.1 | ||
LSGR |
Natixis Loomis Sayles Focused Growth ETF
Natixis Loomis Sayles Focused Growth ETF
| 24,292 | 843.2 | -12.59% | 2.730 | -0.63% | 0.270 | +29.40% | +9.21% | 407.8 | ||
JEPI | JPMorgan Equity Premium Income ETF | 9,568 | 545.1 | New Holding | 1.770 | +1.77% | 0.000 | +8.71% | +3.46% | 41,037.7 | ||
JPRE | JPMorgan Realty Income ETF | 8,038 | 387.5 | New Holding | 1.260 | +1.26% | 0.090 | +4.07% | +2.91% | 464.6 |
Independence Asset Advisors, LLC's Historical Top Holdings Breakdowns
Independence Asset Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CLOI | VanEck CLO ETF | 2025-03-31 | Add Add | +27.50% | 52.68 ($52.96) 53.16 | $52.92 | -0.08% | Add 1751.37% | 169,808 | 160,636 | |
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -19.03% | 77.7 ($78.41) 78.94 | $79.23 | 1.05% | Reduce -48.87% | 55,168 | -52,726 | |
VFMV |
Vanguard U.S. Minimum Volatility ETF
Vanguard U.S. Minimum Volatility ETF
| 2025-03-31 | Add Add | +6.32% | 119.38 ($124.93) 128.27 | $127.50 | 2.06% | Add 283.69% | 20,815 | 15,390 | |
USMV | iShares MSCI USA Min Vol Factor ETF | 2025-03-31 | New Buy New Buy | +3.12% | 87.68 ($92.03) 94.57 | $92.95 | 1.00% | New holding | 10,287 | 10,287 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-03-31 | New Buy New Buy | +1.77% | 56.17 ($58.26) 59.71 | $56.97 | -2.21% | New holding | 9,568 | 9,568 | |
FLRT |
Pacer Pacific Asset Floating Rate High Income ETF
Pacer Pacific Asset Floating Rate High Income ETF
| 2025-03-31 | Add Add | +1.35% | 47.03 ($47.52) 47.8 | $47.62 | 0.20% | Add 12.75% | 78,020 | 8,824 | |
JPRE | JPMorgan Realty Income ETF | 2025-03-31 | New Buy New Buy | +1.26% | 45.34 ($47.89) 49.96 | $48.16 | 0.56% | New holding | 8,038 | 8,038 | |
CLOB | VanEck AA-BB CLO ETF | 2025-03-31 | New Buy New Buy | +1.23% | 50.58 ($50.83) 51.03 | $50.82 | -0.02% | New holding | 7,500 | 7,500 | |
JAVA | JPMorgan Active Value ETF | 2025-03-31 | New Buy New Buy | +0.97% | 61.9 ($64.92) 66.89 | $66.22 | 2.00% | New holding | 4,699 | 4,699 | |
AAPL | Apple Inc | 2025-03-31 | Sold Out Sold Out | -0.94% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Sold Out | 0 | -802 |
Independence Asset Advisors, LLC Total Holding History ($B)
Independence Asset Advisors, LLC's Asset Allocation
Independence Asset Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Independence Asset Advisors, LLC's Hypothetical Growth since 2025-03-31
Independence Asset Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Independence Asset Advisors, LLC's Holdings Heat Map
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Independence Asset Advisors, LLC's Holdings Bubble Chart
Independence Asset Advisors, LLC News
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