Independence Wealth Advisors, LLC Purchases in Q4 2025

Independence Wealth Advisors, LLC

  • $178 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
2.68K
New
$144.33 - $160.86 $386K - $431K
2.68K $429M
JPM
Jpmorgan Chase & CO

Financial Services
1.29K
New
$294.11 - $320.41 $381K - $415K
1.29K $417M
CRM
Salesforce, Inc.

Technology
1.42K
New
$235.69 - $263.41 $334K - $373K
1.42K $375M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
742
New
$475.68 - $513.11 $353K - $381K
742 $373M
QCOM
Qualcomm Inc

Technology
2.06K
New
$153.59 - $187.68 $316K - $387K
2.06K $352M
SBUX
Starbucks Corp

Consumer Cyclical
4.18K
New
$78.46 - $87.26 $328K - $365K
4.18K $352M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.14K
New
$82.69 - $83.12 $343K - $344K
4.14K $343M
CHKP
Check Point Software Technologies LTD

Technology
1.72K
New
$188.36 - $204.97 $323K - $352K
1.72K $318M
ADSK
Autodesk, Inc.

Technology
1.05K
New
N/A
1.05K $311M
IWF
Ishares Russell 1000 Gr ETF

ETFs
630
New
$459.47 - $491.71 $289K - $310K
630 $298M
HEQT
Simplify Exchange Traded Fds H
9.26K
New
$30.98 - $31.88 $287K - $295K
9.26K $297M
IBM
International Business Machines Corp

Technology
999
New
$275.97 - $314.98 $276K - $315K
999 $296M
FNDX
Schwab Fundamental U S Large C

ETFs
10.8K
New
$25.68 - $26.95 $277K - $291K
10.8K $294M
LLY
Eli Lilly & CO

Healthcare
269
New
$799.57 - $1025.28 $215K - $276K
269 $289M
AVGO
Broadcom Inc.

Technology
818
New
$324.63 - $385.98 $266K - $316K
818 $283M
ORCL
Oracle Corp

Technology
1.44K
New
$217.57 - $313.0 $314K - $452K
1.44K $281M
WFC
Wells Fargo & Company

Financial Services
3.01K
New
$77.62 - $87.3 $234K - $263K
3.01K $281M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.64K
New
$55.63 - $58.98 $258K - $273K
4.64K $279M
ADBE
Adobe Inc.

Technology
794
New
$325.07 - $359.91 $258K - $286K
794 $278M
ETF Opportunities Trust
8.08K
New
N/A
8.08K $272M
JNJ
Johnson & Johnson

Healthcare
1.24K
New
$185.98 - $199.58 $230K - $247K
1.24K $256M
SHW
Sherwin Williams CO

Basic Materials
778
New
$330.74 - $354.45 $257K - $276K
778 $252M
KMX
Carmax Inc

Consumer Cyclical
6.52K
New
$30.88 - $46.81 $201K - $305K
6.52K $252M
VTV
Vanguard Value ETF

ETFs
1.32K
New
$182.87 - $189.72 $241K - $250K
1.32K $252M
NVS
Novartis Ag

Healthcare
1.74K
New
$121.8 - $132.39 $212K - $230K
1.74K $240M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.74K
New
$117.6 - $129.07 $205K - $224K
1.74K $236M
QTUM
ETF Ser Solutions Defiance Qua
2.08K
New
N/A
2.08K $228M
APD
Air Products & Chemicals, Inc.

Basic Materials
896
New
$237.56 - $271.47 $213K - $243K
896 $221M
FNDA
Schwab Fundamental U S Small C

ETFs
6.8K
New
$29.85 - $31.55 $203K - $215K
6.8K $214M
DEO
Diageo PLC

Consumer Defensive
2.45K
New
$87.26 - $98.67 $214K - $242K
2.45K $211M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.67K
New
$114.27 - $121.15 $191K - $203K
1.67K $201M
WMT
Walmart Inc.

Consumer Defensive
1.8K
New
$101.18 - $109.03 $182K - $197K
1.8K $201M
Activity Summary
Buys All Purchases 83 New Holdings 83 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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