Portfolio (Quarterly)
Guide ↗
Independence Financial Advisors, LLC
· CIK 0002066080| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GEV | GE VERNOVA INC | Utilities | 315.0 | $206K | 0.06% | NEW | — | $654.40 | +45.8% |
| 2 | V | VISA INC | Financial Services | 572.0 | $201K | 0.06% | NEW | — | $350.84 | +8.2% |
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
36.8%
Technology
35.0%
Consumer Cyclical
7.5%
Industrials
5.7%
Energy
5.4%
Communication Services
4.1%
Consumer Defensive
3.6%
Utilities
1.9%