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
CTA
Simplify Exch Traded Fds Simpl

ETFs
890K
New
$26.88 - $29.21 $23.9M - $26M
890K $24.3B
XLK
Technology Sector Spdr

ETFs
138K
New
$278.39 - $304.13 $38.5M - $42M
138K $19.9B
GLD
Spdr Gold Trust

ETFs
23.8K
New
$354.79 - $403.15 $8.45M - $9.6M
23.8K $9.43B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
112K
New
$76.84 - $80.86 $8.61M - $9.06M
112K $8.99B
XLY
Select Sector Spdr Consumer Di

ETFs
71.1K
New
$228.75 - $242.18 $16.3M - $17.2M
71.1K $8.49B
XLV
Select Sector Spdr Fund Health

ETFs
52.1K
New
$141.95 - $152.82 $7.39M - $7.96M
52.1K $8.06B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
242K
New
$28.79 - $29.13 $6.98M - $7.06M
242K $6.99B
SPTL
Spdr Portfolio Long Term Treas

ETFs
250K
New
$26.76 - $27.67 $6.69M - $6.92M
250K $6.62B
SPYI
Shp ETF Tr Neos S&P 500 High I
103K
New
N/A
103K $5.4B
XLP
Consumer Staples Sector Spdr

ETFs
64K
New
N/A
64K $4.97B
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
223K
New
$21.43 - $22.74 $4.78M - $5.08M
223K $4.36B
EEM
Ishares Msci Emerging Markets

ETFs
78.3K
New
$51.94 - $56.01 $4.07M - $4.38M
78.3K $4.28B
Neos ETF Trust
73.1K
New
N/A
73.1K $3.94B
IWM
Ishares Russell 2000 ETF

ETFs
15.3K
New
$236.79 - $250.33 $3.61M - $3.82M
15.3K $3.75B
EFA
Ishares Tr Msci Eafe ETF

ETFs
32.8K
New
$92.24 - $96.56 $3.03M - $3.17M
32.8K $3.15B
XLC
Select Sector Spdr Tr Communic

ETFs
26.1K
New
$111.33 - $117.16 $2.9M - $3.06M
26.1K $3.07B
SPTS
Spdr Portfolio Short Term Trea

ETFs
97.3K
New
$29.23 - $29.39 $2.84M - $2.86M
97.3K $2.85B
XLI
Industrial Sector Spdr

ETFs
16.2K
New
$149.9 - $155.79 $2.43M - $2.53M
16.2K $2.52B
Neos ETF Trust
44.1K
New
N/A
44.1K $2.15B
GOOGL
Alphabet Inc.

Communication Services
6.66K
New
$236.57 - $291.31 $1.57M - $1.94M
6.66K $2.08B
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.29K
New
$589.5 - $635.77 $1.94M - $2.09M
3.29K $2.02B
AAPL
Apple Inc.

Technology
6.95K
New
$245.27 - $275.25 $1.7M - $1.91M
6.95K $1.89B
MSFT
Microsoft Corp

Technology
3.84K
New
$496.82 - $542.07 $1.91M - $2.08M
3.84K $1.86B
EWJ
Ishares Msci Japan ETF

ETFs
20.1K
New
$78.36 - $84.34 $1.57M - $1.69M
20.1K $1.62B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.01K
New
$653.02 - $687.39 $1.31M - $1.38M
2.01K $1.37B
META
Meta Platforms, Inc.

Communication Services
1.94K
New
$609.01 - $751.67 $1.18M - $1.45M
1.94K $1.28B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.09K
New
$280.66 - $305.09 $1.15M - $1.25M
4.09K $1.24B
V
Visa Inc.

Financial Services
3.46K
New
$325.75 - $352.42 $1.13M - $1.22M
3.46K $1.21B
AMZN
Amazon Com Inc

Consumer Cyclical
5.1K
New
$213.04 - $254.0 $1.09M - $1.3M
5.1K $1.18B
XLE
Energy Sector Spdr

ETFs
25.8K
New
$85.22 - $92.02 $2.2M - $2.37M
25.8K $1.15B
MA
Mastercard Inc

Financial Services
1.99K
New
$536.85 - $580.45 $1.07M - $1.16M
1.99K $1.14B
BKNG
Booking Holdings Inc.

Consumer Cyclical
189
New
$4804.01 - $5424.55 $908K - $1.03M
189 $1.01B
GOOG
Alphabet Inc.

Communication Services
2.97K
New
$237.49 - $291.74 $706K - $867K
2.97K $932M
SCHW
Schwab Charles Corp

Financial Services
8.61K
New
$91.91 - $97.71 $791K - $841K
8.61K $860M
IQV
Iqvia Holdings Inc.

Healthcare
3.73K
New
$198.17 - $223.55 $740K - $835K
3.73K $841M
XLB
Select Sector Spdr Fd Material

ETFs
18.5K
New
$84.72 - $89.9 $1.56M - $1.66M
18.5K $837M
TLT
Ishares Barclays 20+ Year Trea

ETFs
9.14K
New
$88.67 - $92.06 $810K - $841K
9.14K $796M
Ea Series Trust
6.8K
New
N/A
6.8K $782M
XLU
Utilities Sector Spdr

ETFs
16.7K
New
$87.89 - $92.9 $1.47M - $1.55M
16.7K $714M
XLRE
Select Sector Spdr Tr Real Est

ETFs
16.2K
New
$40.65 - $42.74 $658K - $692K
16.2K $653M
ETF Opportunities Trust
13.9K
New
N/A
13.9K $633M
IVV
Ishares Core S&P 500 ETF

ETFs
904
New
$656.2 - $690.71 $593K - $624K
904 $619M
ABC
Amerisourcebergen Corp

Healthcare
1.79K
New
N/A
1.79K $605M
ETF Opportunities Trust
14.8K
New
N/A
14.8K $591M
AMAT
Applied Materials Inc

Technology
2.1K
New
$209.95 - $240.89 $440K - $505K
2.1K $539M
DIS
Walt Disney CO

Communication Services
4.5K
New
$105.69 - $116.65 $476K - $525K
4.5K $512M
IYR
Ishares Tr

ETFs
5.41K
New
$93.69 - $98.5 $507K - $533K
5.41K $508M
ELV
Elevance Health, Inc.

Healthcare
1.35K
New
$303.78 - $362.34 $409K - $488K
1.35K $473M
VUG
Vanguard Growth ETF

ETFs
922
New
$470.44 - $504.26 $434K - $465K
922 $450M
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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