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Independence Advisors, LLC Buys iShares MSCI EAFE Value, Vanguard FTSE All-Wld ex-US SmCp Idx, Oracle Corp, Sells Visa Inc, Nutrisystem Inc

Investment company Independence Advisors, LLC buys iShares MSCI EAFE Value, Vanguard FTSE All-Wld ex-US SmCp Idx, Oracle Corp, Comcast Corp, TJX Inc, RPM International Inc, Automatic Data Processing Inc, Air Products & Chemicals Inc, Kansas City Southern, Vanguard Total World Stock Index, sells Visa Inc, Nutrisystem Inc during the 3-months ended 2018-09-30, according to the most recent filings of the investment company, Independence Advisors, LLC. As of 2018-09-30, Independence Advisors, LLC owns 93 stocks with a total value of $336 million. These are the details of the buys and sells.

For the details of Independence Advisors, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Independence+Advisors%2C+LLC

These are the top 5 holdings of Independence Advisors, LLC
  1. Vanguard Value (VTV) - 401,143 shares, 13.23% of the total portfolio. Shares added by 5.42%
  2. iShares Russell 1000 Growth (IWF) - 271,396 shares, 12.61% of the total portfolio. Shares added by 0.97%
  3. Vanguard Growth (VUG) - 257,619 shares, 12.36% of the total portfolio. Shares added by 1.29%
  4. iShares MSCI EAFE (EFA) - 515,607 shares, 10.44% of the total portfolio. Shares added by 0.45%
  5. Vanguard Intermediate-Term Bond (BIV) - 296,050 shares, 7.1% of the total portfolio. Shares added by 3.38%
New Purchase: Oracle Corp (ORCL)

Independence Advisors, LLC initiated holding in Oracle Corp. The purchase prices were between $44.72 and $51.72, with an estimated average price of $48.57. The stock is now traded at around $47.56. The impact to a portfolio due to this purchase was 0.08%. The holding were 5,084 shares as of 2018-09-30.

New Purchase: Comcast Corp (CMCSA)

Independence Advisors, LLC initiated holding in Comcast Corp. The purchase prices were between $33.09 and $37.9, with an estimated average price of $35.38. The stock is now traded at around $35.40. The impact to a portfolio due to this purchase was 0.08%. The holding were 7,435 shares as of 2018-09-30.

New Purchase: Automatic Data Processing Inc (ADP)

Independence Advisors, LLC initiated holding in Automatic Data Processing Inc. The purchase prices were between $132.61 and $150.68, with an estimated average price of $141.44. The stock is now traded at around $141.14. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,543 shares as of 2018-09-30.

New Purchase: RPM International Inc (RPM)

Independence Advisors, LLC initiated holding in RPM International Inc. The purchase prices were between $57.96 and $68.05, with an estimated average price of $64.41. The stock is now traded at around $59.07. The impact to a portfolio due to this purchase was 0.07%. The holding were 3,408 shares as of 2018-09-30.

New Purchase: Air Products & Chemicals Inc (APD)

Independence Advisors, LLC initiated holding in Air Products & Chemicals Inc. The purchase prices were between $153.87 and $170.61, with an estimated average price of $162.83. The stock is now traded at around $150.29. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,322 shares as of 2018-09-30.

New Purchase: TJX Companies Inc (TJX)

Independence Advisors, LLC initiated holding in TJX Companies Inc. The purchase prices were between $94.25 and $112.02, with an estimated average price of $102.73. The stock is now traded at around $106.87. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,084 shares as of 2018-09-30.

Added: iShares MSCI EAFE Value (EFV)

Independence Advisors, LLC added to a holding in iShares MSCI EAFE Value by 30.82%. The purchase prices were between $49.68 and $52.91, with an estimated average price of $51.51. The stock is now traded at around $48.39. The impact to a portfolio due to this purchase was 0.54%. The holding were 148,536 shares as of 2018-09-30.

Added: Vanguard FTSE All-Wld ex-US SmCp Idx (VSS)

Independence Advisors, LLC added to a holding in Vanguard FTSE All-Wld ex-US SmCp Idx by 23.01%. The purchase prices were between $110.38 and $116.92, with an estimated average price of $114.04. The stock is now traded at around $101.49. The impact to a portfolio due to this purchase was 0.32%. The holding were 50,873 shares as of 2018-09-30.

Added: Wells Fargo & Co (WFC)

Independence Advisors, LLC added to a holding in Wells Fargo & Co by 35.94%. The purchase prices were between $52.56 and $59.19, with an estimated average price of $57.1. The stock is now traded at around $50.78. The impact to a portfolio due to this purchase was 0.03%. The holding were 6,422 shares as of 2018-09-30.

Added: Verizon Communications Inc (VZ)

Independence Advisors, LLC added to a holding in Verizon Communications Inc by 20.97%. The purchase prices were between $50.42 and $54.97, with an estimated average price of $52.93. The stock is now traded at around $56.87. The impact to a portfolio due to this purchase was 0.01%. The holding were 5,180 shares as of 2018-09-30.

Sold Out: Visa Inc (V)

Independence Advisors, LLC sold out a holding in Visa Inc. The sale prices were between $131.45 and $150.09, with an estimated average price of $142.2.

Sold Out: Nutrisystem Inc (NTRI)

Independence Advisors, LLC sold out a holding in Nutrisystem Inc. The sale prices were between $35.1 and $43.5, with an estimated average price of $38.65.



Here is the complete portfolio of Independence Advisors, LLC. Also check out:

1. Independence Advisors, LLC's Undervalued Stocks
2. Independence Advisors, LLC's Top Growth Companies, and
3. Independence Advisors, LLC's High Yield stocks
4. Stocks that Independence Advisors, LLC keeps buying

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