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 | MCK | MCKESSON CORP | Healthcare | 314.0 | $237K | 0.12% | NEW | — | $755.60 | +20.5% |
| 82 | AIQ | GLOBAL X FDS | — | 3,442.0 | $226K | 0.11% | NEW | — | $65.61 | -4.0% |
| 83 | APD | AIR PRODUCTS AND CHEMICALS I | Basic Materials | 748.0 | $219K | 0.11% | -148.0 | -16.5% | $293.09 | +4.8% |
| 84 | ABNB | AIRBNB INC | Consumer Cyclical | 1,468.0 | $210K | 0.10% | -271.0 | -15.6% | $143.10 | +28.4% |
| 85 | LRNZ | ELEVATION SERIES TRUST | — | 3,176.0 | $205K | 0.10% | NEW | — | $64.53 | -4.7% |
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
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%