$437 Million is the total value of Independence Advisors, LLC's 164 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ORCL | New | ORACLE CORP | $500,000 | – | 9,054 | +100.0% | 0.12% | – |
| BKNG | New | BOOKING HOLDINGS INC | $274,000 | – | 172 | +100.0% | 0.06% | – |
| TXN | New | TEXAS INSTRS INC | $235,000 | – | 1,848 | +100.0% | 0.05% | – |
| FB | New | FACEBOOK INCcl a | $228,000 | – | 1,002 | +100.0% | 0.05% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW | $220,000 | – | 1,316 | +100.0% | 0.05% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $212,000 | – | 1,421 | +100.0% | 0.05% | – |
| CSCO | New | CISCO SYS INC | $215,000 | – | 4,611 | +100.0% | 0.05% | – |
| GPN | New | GLOBAL PMTS INC | $214,000 | – | 1,260 | +100.0% | 0.05% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $208,000 | – | 3,781 | +100.0% | 0.05% | – |
| NVO | New | NOVO-NORDISK A Sadr | $204,000 | – | 3,115 | +100.0% | 0.05% | – |
| PGR | New | PROGRESSIVE CORP OHIO | $203,000 | – | 2,528 | +100.0% | 0.05% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $202,000 | – | 3,427 | +100.0% | 0.05% | – |
| IXUS | New | ISHARES TRcore msci total | $146,000 | – | 2,669 | +100.0% | 0.03% | – |
| IEFA | New | ISHARES TRcore msci eafe | $54,000 | – | 941 | +100.0% | 0.01% | – |
| CLRB | New | CELLECTAR BIOSCIENCES INC | $13,000 | – | 10,000 | +100.0% | 0.00% | – |
| MXI | New | ISHARES TRglobal mater etf | $9,000 | – | 145 | +100.0% | 0.00% | – |
| BMYRT | New | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $4,000 | – | 1,200 | +100.0% | 0.00% | – |
| IYT | New | ISHARES TRtrans avg etf | $6,000 | – | 37 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 18 | Q3 2020 | 13.7% |
| ISHARES TR | 18 | Q3 2020 | 13.6% |
| VANGUARD INDEX FDS | 18 | Q3 2020 | 13.5% |
| ISHARES TR | 18 | Q3 2020 | 12.4% |
| VANGUARD BD INDEX FDS | 18 | Q3 2020 | 10.6% |
| ISHARES TR | 18 | Q3 2020 | 7.3% |
| ISHARES TR | 18 | Q3 2020 | 6.5% |
| ISHARES TR | 18 | Q3 2020 | 4.2% |
| VANGUARD TAX-MANAGED INTL FD | 18 | Q3 2020 | 3.3% |
| VANGUARD INTL EQUITY INDEX F | 18 | Q3 2020 | 2.8% |
View Independence Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-11-04 |
| 13F-HR | 2020-08-11 |
| 13F-HR | 2020-05-08 |
| 13F-HR | 2020-02-07 |
| 13F-HR | 2019-11-01 |
| 13F-HR | 2019-08-12 |
| 13F-HR | 2019-05-03 |
| 13F-HR | 2019-01-31 |
| 13F-HR | 2018-10-23 |
| 13F-HR | 2018-07-12 |
View Independence Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.