Portfolio (Quarterly)
Guide ↗
Independence Wealth Advisors, LLC
· CIK 0002001765| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | Communication Services | 6,656 | $2.1M | 1.17% | SOLD |
| 2 | GOOG | ALPHABET INC | — | 2,971 | $932K | 0.52% | SOLD |
| 3 | CRM | SALESFORCE INC | Technology | 1,417 | $375K | 0.21% | SOLD |
| 4 | SBUX | STARBUCKS CORP | Consumer Cyclical | 4,179 | $352K | 0.20% | SOLD |
| 5 | CHKP | CHECK POINT SOFTWARE TECH LT | Technology | 1,715 | $318K | 0.18% | SOLD |
| 6 | ADSK | AUTODESK INC | Technology | 1,052 | $311K | 0.17% | SOLD |
| 7 | AVGO | BROADCOM INC | Technology | 818 | $283K | 0.16% | SOLD |
| 8 | ADBE | ADOBE INC | Technology | 794 | $278K | 0.16% | SOLD |
| 9 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 778 | $252K | 0.14% | SOLD |
| 10 | KMX | CARMAX INC | Consumer Cyclical | 6,520 | $252K | 0.14% | SOLD |
| 11 | DEO | DIAGEO PLC | Consumer Defensive | 2,449 | $211K | 0.12% | SOLD |
| 12 | WMT | WALMART INC | Consumer Defensive | 1,803 | $201K | 0.11% | SOLD |
Sector Allocation
Financial Services
46.5%
Technology
24.8%
Consumer Cyclical
7.9%
Healthcare
7.4%
Communication Services
6.3%
Consumer Defensive
3.2%
Energy
2.1%
Industrials
1.1%
Basic Materials
0.7%