Portfolio (Quarterly)
Guide ↗
Independence Financial Advisors, LLC
· CIK 0002066080| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | Technology | 2,122 | $734K | 0.20% | SOLD |
| 2 | WMT | WALMART INC | Consumer Defensive | 3,579 | $399K | 0.11% | SOLD |
| 3 | NVDA | NVIDIA CORPORATION | Technology | 2,084 | $389K | 0.11% | SOLD |
| 4 | T | AT&T INC | Communication Services | 9,223 | $229K | 0.06% | SOLD |
| 5 | VGT | VANGUARD WORLD FD | — | 296 | $223K | 0.06% | SOLD |
| 6 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 5,411 | $220K | 0.06% | SOLD |
| 7 | V | VISA INC | Financial Services | 572 | $201K | 0.06% | SOLD |
Sector Allocation
Financial Services
81.3%
Technology
7.3%
Consumer Cyclical
3.5%
Industrials
3.4%
Energy
2.9%
Utilities
1.6%