Holdings
Independence Financial Advisors, LLC
As of Sep 30, 2026, Independence Financial Advisors, LLC reported 15 positions worth US$7.32M. Largest: Jp Morgan Chase & Co., Microsoft Corp. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Jp Morgan Chase & Co. | 3,975 | US$1.31M | +3 | Sep 30, 2026 |
| Microsoft Corp. | 1,640 | US$841K | −23 | Sep 30, 2026 |
| Apple Inc | 2,276 | US$758K | +2 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 1,313 | US$654K | no change | Sep 30, 2026 |
| M&t Bank Corporation | 2,708 | US$589K | −1 | Sep 30, 2026 |
| Toronto-dominion Bank | 4,046 | US$476K | no change | Sep 30, 2026 |
| Independent Bank Corp. | 5,769 | US$448K | +35 | Sep 30, 2026 |
| Home Depot, Inc. (the) | 1,292 | US$368K | −19 | Sep 30, 2026 |
| Ge Aerospace | 1,083 | US$338K | +47 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 898 | US$306K | +11 | Sep 30, 2026 |