Portfolio (Quarterly)
Guide ↗
Independence Financial Advisors, LLC
· CIK 0002066080| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | GEV | GE VERNOVA INC | Utilities | 272.0 | $319K | 0.08% | -43.0 | -13.7% | $1173.24 | -18.7% |
| 22 | TSLA | TESLA INC | Consumer Cyclical | 590.0 | $248K | 0.06% | -4.0 | -0.7% | $420.60 | -15.6% |
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
81.3%
Technology
7.3%
Consumer Cyclical
3.5%
Industrials
3.4%
Energy
2.9%
Utilities
1.6%