- New Purchases: MOV, CSCO, KMB, PG, SPY, GPN, JPM, RPM, TXN, FB,
- Added Positions: EFA, VTV, IWF, VUG, BIV, VSS, AAPL, MSFT, EFV, KO, DIS, ABT, BAC, BA, GOOG, V, MA, VZ, FRBK, PFE, PEP, CL, CMCSA, XOM, GOOGL, HD, INTC, JNJ, KOPN, MRK, CVX, PPG, WMT, UNH, HON, ABBV, BKNG, COST, ADP, AMGN, APD,
- Reduced Positions: IVW, IVV, VTEB, IWD, MUB, VWO, VTI, VBK, IVE, WFC, EEM, IWM, IWN, ZTS, CPB, AMZN, MO,
- Sold Out: SCHF, MMM, CELG, LLY, EVFM,
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/portfolioportfolio
These are the top 5 holdings of Independence Advisors, LLC- Vanguard Value ETF (VTV) - 456,369 shares, 12.99% of the total portfolio. Shares added by 12.44%
- iShares Russell 1000 Growth ETF (IWF) - 307,005 shares, 12.40% of the total portfolio. Shares added by 11.64%
- Vanguard Growth ETF (VUG) - 293,703 shares, 12.32% of the total portfolio. Shares added by 10.54%
- iShares MSCI EAFE ETF (EFA) - 651,629 shares, 10.99% of the total portfolio. Shares added by 20.46%
- Vanguard Intermediate-Term Bond ETF (BIV) - 312,851 shares, 6.95% of the total portfolio. Shares added by 2.16%
Independence Advisors, LLC initiated holding in Movado Group Inc. The purchase prices were between $24.91 and $36.99, with an estimated average price of $31.49. The stock is now traded at around $24.40. The impact to a portfolio due to this purchase was 0.11%. The holding were 15,721 shares as of .
New Purchase: Cisco Systems Inc (CSCO)Independence Advisors, LLC initiated holding in Cisco Systems Inc. The purchase prices were between $51.3 and $57.41, with an estimated average price of $55.23. The stock is now traded at around $51.54. The impact to a portfolio due to this purchase was 0.06%. The holding were 4,072 shares as of .
New Purchase: Procter & Gamble Co (PG)Independence Advisors, LLC initiated holding in Procter & Gamble Co. The purchase prices were between $102.91 and $112.33, with an estimated average price of $106.58. The stock is now traded at around $116.00. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,123 shares as of .
New Purchase: SPDR S&P 500 ETF Trust (SPY)Independence Advisors, LLC initiated holding in SPDR S&P 500 ETF Trust. The purchase prices were between $274.57 and $295.86, with an estimated average price of $287.91. The stock is now traded at around $288.12. The impact to a portfolio due to this purchase was 0.06%. The holding were 755 shares as of .
New Purchase: Kimberly-Clark Corp (KMB)Independence Advisors, LLC initiated holding in Kimberly-Clark Corp. The purchase prices were between $121.34 and $137.79, with an estimated average price of $128.9. The stock is now traded at around $138.11. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,713 shares as of .
New Purchase: RPM International Inc (RPM)Independence Advisors, LLC initiated holding in RPM International Inc. The purchase prices were between $53.52 and $61.84, with an estimated average price of $59.02. The stock is now traded at around $67.17. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,408 shares as of .
Added: iShares MSCI EAFE ETF (EFA)Independence Advisors, LLC added to a holding in iShares MSCI EAFE ETF by 20.46%. The purchase prices were between $62.06 and $65.73, with an estimated average price of $64.28. The stock is now traded at around $62.44. The impact to a portfolio due to this purchase was 1.87%. The holding were 651,629 shares as of .
Added: Kopin Corp (KOPN)Independence Advisors, LLC added to a holding in Kopin Corp by 100.00%. The purchase prices were between $1.04 and $1.42, with an estimated average price of $1.22. The stock is now traded at around $1.05. The impact to a portfolio due to this purchase was 0.01%. The holding were 20,000 shares as of .
Added: Republic First Bancorp Inc (FRBK)Independence Advisors, LLC added to a holding in Republic First Bancorp Inc by 29.13%. The purchase prices were between $4.69 and $5.8, with an estimated average price of $5.08. The stock is now traded at around $4.07. The impact to a portfolio due to this purchase was 0.01%. The holding were 26,597 shares as of .
Added: Verizon Communications Inc (VZ)Independence Advisors, LLC added to a holding in Verizon Communications Inc by 24.29%. The purchase prices were between $54.35 and $59.5, with an estimated average price of $57.65. The stock is now traded at around $55.69. The impact to a portfolio due to this purchase was 0.01%. The holding were 4,538 shares as of .
Added: Intel Corp (INTC)Independence Advisors, LLC added to a holding in Intel Corp by 21.33%. The purchase prices were between $43.46 and $58.82, with an estimated average price of $49.65. The stock is now traded at around $45.60. The impact to a portfolio due to this purchase was 0.01%. The holding were 5,193 shares as of .
Sold Out: Schwab International Equity ETF (SCHF)Independence Advisors, LLC sold out a holding in Schwab International Equity ETF. The sale prices were between $30.53 and $32.33, with an estimated average price of $31.64.
Sold Out: 3M Co (MMM)Independence Advisors, LLC sold out a holding in 3M Co. The sale prices were between $159.75 and $219.5, with an estimated average price of $184.37.
Sold Out: Celgene Corp (CELG)Independence Advisors, LLC sold out a holding in Celgene Corp. The sale prices were between $92.35 and $98.91, with an estimated average price of $94.95.
Sold Out: Eli Lilly and Co (LLY)Independence Advisors, LLC sold out a holding in Eli Lilly and Co. The sale prices were between $110.79 and $129.32, with an estimated average price of $117.71.
Sold Out: Evofem Biosciences Inc (EVFM)Independence Advisors, LLC sold out a holding in Evofem Biosciences Inc. The sale prices were between $3.38 and $6.93, with an estimated average price of $5.15.
Reduced: iShares Core S&P 500 ETF (IVV)Independence Advisors, LLC reduced to a holding in iShares Core S&P 500 ETF by 35.71%. The sale prices were between $274.69 and $296.02, with an estimated average price of $288.3. The stock is now traded at around $289.81. The impact to a portfolio due to this sale was -0.1%. Independence Advisors, LLC still held 2,182 shares as of .
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