Independence Asset Advisors, LLC Portfolio Holdings

Independence Asset Advisors, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $21.6 Billion distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Sht Term Corp Bd ETF with a value of $8.42B, Vanguard Intermediate Term Cor with a value of $4.7B, Pacer Fds Tr Pacific Asset Flt with a value of $3.29B, Vanguard Specialized Funds Van with a value of $2.54B, and Natixis ETF Trust Ii with a value of $1.09B.

Examining the 13F form we can see an increase of $16.6B in the current position value, from $5.05B to 21.6B.

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.