Independence Wealth Advisors, LLC Portfolio Holdings by Sector
Independence Wealth Advisors, LLC
- $178 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
CTA XLK GLD SPLG XLY XLV SPTI SPTL 33 stocks |
$134 Million
82.11% of portfolio
|
33
|
- |
33
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$4.29 Million
2.63% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$4.28 Million
2.62% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT CHKP ORCL ADBE 4 stocks |
$2.73 Million
1.67% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$2.35 Million
1.44% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.89 Million
1.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TSM QCOM AVGO 3 stocks |
$1.88 Million
1.15% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG ABNB 2 stocks |
$1.25 Million
0.76% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.18 Million
0.72% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$860,279
0.53% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IQV 1 stocks |
$841,456
0.51% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ NVS 3 stocks |
$784,704
0.48% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC 2 stocks |
$697,811
0.43% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM ADSK 2 stocks |
$686,894
0.42% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
ABC 1 stocks |
$605,490
0.37% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$538,933
0.33% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$512,164
0.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
IYR 1 stocks |
$507,673
0.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW APD 2 stocks |
$473,369
0.29% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ELV 1 stocks |
$472,703
0.29% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$429,391
0.26% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$372,966
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$351,912
0.22% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$297,090
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Information Technology Services | Technology
IBM 1 stocks |
$295,914
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
KMX 1 stocks |
$251,933
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$211,297
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$200,870
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|