- New Purchases: BRK.B, VCIT, MKC, NFLX, TSLA, ANVS, GDX, GDXJ, VCSH, RSX,
- Added Positions: EFA, VTV, VNQI, VEA, AMZN, MOV, PGR, V, SCHZ, SCHO, MBB, XLI, XLE, TLT, SCHH, SCHF, SCHE, SCHB, LQD, IEI, IEFA, AAXJ, UNH, HON, XOM, CVX,
- Reduced Positions: VUG, IWF, IVW, VBR, MUB, VSS, SUB, GOOG, EFV, KO, XLF, VWO, VNQ, VBK, IYW, IWM, IJH, EEM, BKNG, ORCL, IBM, GOOGL, APD, XLY, IWB, XLV, XLU, XLP, XLK, LLY, VV, VT, MRK, TIP, TJX, DIS,
- Sold Out: ADP, CSCO, RPM, PHYS, GE,
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 INDEX FDS (VTV) - 548,263 shares, 12.31% of the total portfolio. Shares added by 4.54%
- ISHARES TRUST (IWF) - 258,527 shares, 12.04% of the total portfolio. Shares reduced by 3.2%
- VANGUARD INDEX FDS (VUG) - 241,418 shares, 11.80% of the total portfolio. Shares reduced by 5.47%
- ISHARES TRUST (EFA) - 840,660 shares, 11.49% of the total portfolio. Shares added by 5.02%
- ISHARES TRUST (IVW) - 147,850 shares, 7.34% of the total portfolio. Shares reduced by 3.43%
Independence Advisors, LLC initiated holding in Berkshire Hathaway Inc. The purchase prices were between $177.99 and $221.68, with an estimated average price of $204.37. The stock is now traded at around $208.65. The impact to a portfolio due to this purchase was 0.12%. The holding were 2,661 shares as of .
New Purchase: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)Independence Advisors, LLC initiated holding in Vanguard Intermediate-Term Corporate Bond ETF. The purchase prices were between $95.12 and $97.1, with an estimated average price of $96.15. The stock is now traded at around $96.18. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,819 shares as of .
New Purchase: McCormick & Co Inc (MKC)Independence Advisors, LLC initiated holding in McCormick & Co Inc. The purchase prices were between $179.5 and $209.78, with an estimated average price of $195.63. The stock is now traded at around $191.42. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,086 shares as of .
New Purchase: Netflix Inc (NFLX)Independence Advisors, LLC initiated holding in Netflix Inc. The purchase prices were between $466.93 and $556.55, with an estimated average price of $497.66. The stock is now traded at around $502.87. The impact to a portfolio due to this purchase was 0.05%. The holding were 431 shares as of .
New Purchase: Tesla Inc (TSLA)Independence Advisors, LLC initiated holding in Tesla Inc. The purchase prices were between $223.93 and $498.32, with an estimated average price of $353.47. The stock is now traded at around $422.56. The impact to a portfolio due to this purchase was 0.05%. The holding were 508 shares as of .
New Purchase: Annovis Bio Inc (ANVS)Independence Advisors, LLC initiated holding in Annovis Bio Inc. The purchase prices were between $3.84 and $6.78, with an estimated average price of $5.33. The stock is now traded at around $4.81. The impact to a portfolio due to this purchase was 0.05%. The holding were 45,598 shares as of .
Added: Vanguard Global ex-U.S. Real Estate ETF (VNQI)Independence Advisors, LLC added to a holding in Vanguard Global ex-U.S. Real Estate ETF by 26.14%. The purchase prices were between $47.24 and $50.25, with an estimated average price of $48.6. The stock is now traded at around $49.11. The impact to a portfolio due to this purchase was 0.06%. The holding were 29,668 shares as of .
Added: SCHWAB STRATEGIC T (SCHO)Independence Advisors, LLC added to a holding in SCHWAB STRATEGIC T by 229.52%. The purchase prices were between $51.49 and $51.63, with an estimated average price of $51.55. The stock is now traded at around $51.42. The impact to a portfolio due to this purchase was 0.01%. The holding were 547 shares as of .
Added: SCHWAB STRATEGIC T (SCHZ)Independence Advisors, LLC added to a holding in SCHWAB STRATEGIC T by 243.81%. The purchase prices were between $56.07 and $56.92, with an estimated average price of $56.39. The stock is now traded at around $55.98. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,028 shares as of .
Added: Movado Group Inc (MOV)Independence Advisors, LLC added to a holding in Movado Group Inc by 50.38%. The purchase prices were between $9.61 and $12.78, with an estimated average price of $10.71. The stock is now traded at around $11.53. The impact to a portfolio due to this purchase was 0.01%. The holding were 16,444 shares as of .
Added: ISHARES TRUST (IEFA)Independence Advisors, LLC added to a holding in ISHARES TRUST by 26.89%. The purchase prices were between $57.43 and $62.28, with an estimated average price of $60.32. The stock is now traded at around $61.17. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 1,194 shares as of .
Added: SCHWAB STRATEGIC T (SCHH)Independence Advisors, LLC added to a holding in SCHWAB STRATEGIC T by 40.54%. The purchase prices were between $33.98 and $37.45, with an estimated average price of $36. The stock is now traded at around $36.00. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 52 shares as of .
Sold Out: Cisco Systems Inc (CSCO)Independence Advisors, LLC sold out a holding in Cisco Systems Inc. The sale prices were between $37.85 and $48.1, with an estimated average price of $43.58.
Sold Out: RPM International Inc (RPM)Independence Advisors, LLC sold out a holding in RPM International Inc. The sale prices were between $74.11 and $86.98, with an estimated average price of $81.62.
Sold Out: Automatic Data Processing Inc (ADP)Independence Advisors, LLC sold out a holding in Automatic Data Processing Inc. The sale prices were between $128.72 and $150.73, with an estimated average price of $140.27.
Sold Out: Sprott Physical Gold Trust (PHYS)Independence Advisors, LLC sold out a holding in Sprott Physical Gold Trust. The sale prices were between $14.29 and $16.42, with an estimated average price of $15.25.
Sold Out: General Electric Co (GE)Independence Advisors, LLC sold out a holding in General Electric Co. The sale prices were between $5.95 and $7.14, with an estimated average price of $6.53.
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