Independence Asset Advisors, LLC Portfolio Holdings

Independence Asset Advisors, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $5.05 Billion distributed in 6 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $1.73B, Vanguard Sht Term Corp Bd ETF with a value of $1.46B, Pacer Fds Tr Pacific Asset Flt with a value of $882M, Vanguard Mid Cap Growth Index with a value of $396M, and Vanguard Mid Cap ETF with a value of $329M.

Examining the 13F form we can see an increase of $876M in the current position value, from $4.17B to 5.05B.

Independence Asset Advisors, LLC is based out at Wynnewood,, PA

Below you can find more details about Independence Asset Advisors, LLC portfolio as well as his latest detailed transactions.