Portfolio (Quarterly)
Guide ↗
Independence Wealth Advisors, LLC
· CIK 0002001765| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | DEO | DIAGEO PLC | Consumer Defensive | 2,449.0 | $211K | 0.12% | NEW | — | $86.28 | +4.4% |
| 82 | IJR | ISHARES TR | — | 1,672.0 | $201K | 0.11% | NEW | — | $120.21 | +18.9% |
| 83 | WMT | WALMART INC | Consumer Defensive | 1,803.0 | $201K | 0.11% | NEW | — | $111.41 | -4.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
48.5%
Technology
23.2%
Communication Services
11.2%
Consumer Cyclical
8.8%
Healthcare
3.6%
Consumer Defensive
3.3%
Basic Materials
1.4%