IA

Independence Asset Advisors, LLC

13F
Independence Asset Advisors, LLC
Last update 2025-04-23 13 Stocks (5 new)
Value $31.00 Mil Turnover 44 %
Countries:
Top Holdings: CLOI(29.07%)VCIT(15.29%)VCSH(14.07%)FLRT(11.91%)VNQ(9.26%)
Summary Stock Picks Current Portfolio
Independence Asset Advisors, L... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CLOI 		VanEck CLO ETF
169,808
8,965.7
+1,751.37%
29.070
+27.50%
0.970
-1.15%
-0.51%
918.8
 
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF
57,914
4,717.2
-0.89%
15.290
-0.19%
0.010
+1.33%
+1.52%
51,240.8
 
VCSH 		Vanguard Short-Term Corporate Bond ETF
55,168
4,339.0
-48.87%
14.070
-19.03%
0.010
+0.94%
+1.27%
35,757.1
 
FLRT 		Pacer Pacific Asset Floating Rate High Income ETF
78,020
3,674.0
+12.75%
11.910
+1.35%
0.780
-2.23%
-2.17%
465.6
 
VNQ 		Vanguard Real Estate Index Fund ETF
31,541
2,855.8
+10.29%
9.260
+0.86%
0.010
-4.08%
-2.32%
36,103.7
 
VFMV 		Vanguard U.S. Minimum Volatility ETF
20,815
2,638.0
+283.69%
8.550
+6.32%
1.280
-1.22%
+1.10%
196.8
 
USMV 		iShares MSCI USA Min Vol Factor ETF
10,287
963.5
New Holding
3.120
+3.12%
0.000
-0.14%
+2.28%
22,993.0
 
LSGR 		Natixis Loomis Sayles Focused Growth ETF
24,292
843.2
-12.59%
2.730
-0.63%
0.270
-12.96%
-9.01%
322.3
 
JEPI 		JPMorgan Equity Premium Income ETF
9,568
545.1
New Holding
1.770
+1.77%
0.000
-6.97%
-4.43%
35,467.6
 
JPRE 		JPMorgan Realty Income ETF
8,038
387.5
New Holding
1.260
+1.26%
0.090
-2.45%
-1.48%
402.8
 

Independence Asset Advisors, LLC's Historical Top Holdings Breakdowns

Independence Asset Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CLOI 		VanEck CLO ETF2025-03-31Add
+27.50%
●
52.68 ($52.96) 53.16
$52.50
-0.87%
Add 1751.37%
169,808
160,636
VCSH 		Vanguard Short-Term Corporate Bond ETF2025-03-31Reduce
-19.03%
●
77.7 ($78.41) 78.94
$78.94
0.68%
Reduce -48.87%
55,168
-52,726
VFMV 		Vanguard U.S. Minimum Volatility ETF2025-03-31Add
+6.32%
●
119.38 ($124.93) 128.27
$121.83
-2.48%
Add 283.69%
20,815
15,390
USMV 		iShares MSCI USA Min Vol Factor ETF2025-03-31New Buy
+3.12%
●
87.68 ($92.03) 94.57
$90.81
-1.33%
New holding
10,287
10,287
JEPI 		JPMorgan Equity Premium Income ETF2025-03-31New Buy
+1.77%
●
56.17 ($58.26) 59.71
$54.98
-5.63%
New holding
9,568
9,568
FLRT 		Pacer Pacific Asset Floating Rate High Income ETF2025-03-31Add
+1.35%
●
47.03 ($47.52) 47.8
$46.51
-2.13%
Add 12.75%
78,020
8,824
JPRE 		JPMorgan Realty Income ETF2025-03-31New Buy
+1.26%
●
45.34 ($47.89) 49.96
$46.58
-2.74%
New holding
8,038
8,038
CLOB 		VanEck AA-BB CLO ETF2025-03-31New Buy
+1.23%
●
50.58 ($50.83) 51.03
$49.66
-2.31%
New holding
7,500
7,500
JAVA 		JPMorgan Active Value ETF2025-03-31New Buy
+0.97%
●
61.9 ($64.92) 66.89
$60.89
-6.21%
New holding
4,699
4,699
AAPL 		Apple Inc2025-03-31Sold Out
-0.94%
●
209.68 ($231.67) 247.1
$209.28
-9.66%
Sold Out
0
-802

Independence Asset Advisors, LLC Total Holding History ($B)

To

Independence Asset Advisors, LLC's Asset Allocation

To

Independence Asset Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Independence Asset Advisors, LLC's Hypothetical Growth since 2025-03-31

Independence Asset Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Independence Asset Advisors, LLC's Holdings Heat Map

Size field:

Independence Asset Advisors, LLC's Holdings Bubble Chart

Independence Asset Advisors, LLC News

  • 1

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