HoldingsChannel.com
Independence Advisors LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTV) 480,238 +23,869 $53,604
     VTV480,238+23,869$53,604
VANGUARD INDEX FDS (VUG) 302,137 +8,434 $50,239
     VUG302,137+8,434$50,239
ISHARES TR (IWF) 312,521 +5,516 $49,888
     IWF312,521+5,516$49,888
ISHARES TR (EFA) 675,867 +24,238 $44,073
     EFA675,867+24,238$44,073
VANGUARD BD INDEX FD INC (BIV) 314,060 +1,209 $27,637
     BIV314,060+1,209$27,637
ISHARES TR (EFV) 339,089 +107,507 $16,063
     EFV339,089+107,507$16,063
ISHARES TR (IWD) 120,255 -23 $15,424
     IWD120,255-23$15,424
ISHARES TR (IVW) 84,018 -1,239 $15,126
     IVW84,018-1,239$15,126
ISHARES TR (SUB) 131,941 -4,802 $14,057
     SUB131,941-4,802$14,057
VANGUARD INDEX FDS (VBR) 92,720 +24,300 $11,947
     VBR92,720+24,300$11,947
VANGUARD INTL EQUITY INDEX F (VSS) 108,962 +8,600 $11,109
     VSS108,962+8,600$11,109
ISHARES TR (MUB) 75,981 -915 $8,669
     MUB75,981-915$8,669
VANGUARD TAX MANAGED INTL FD (VEA) 205,785 +6,747 $8,454
     VEA205,785+6,747$8,454
VANGUARD MUN BD FD INC (VTEB) 137,028 +5,217 $7,347
     VTEB137,028+5,217$7,347
VANGUARD INTL EQUITY INDEX F (VWO) 151,477 +20,073 $6,098
     VWO151,477+20,073$6,098
MCDONALDS CORP 21,269 -42 $4,567
     MCD21,269-42$4,567
VANGUARD INDEX FDS (VBK) 21,723 +1,740 $3,954
     VBK21,723+1,740$3,954
PPG INDS INC 30,191 UNCH $3,578
     PPG30,191UNCH$3,578
ISHARES TR (IVE) 29,406 -207 $3,503
     IVE29,406-207$3,503
APPLE INC 14,139 -2,513 $3,167
     AAPL14,139-2,513$3,167
JOHNSON & JOHNSON 19,785 +13,526 $2,560
     JNJ19,785+13,526$2,560
ISHARES TR (IJS) 16,085 +319 $2,416
     IJS16,085+319$2,416
SPDR SERIES TRUST (SHM) 44,850 UNCH $2,197
     SHM44,850UNCH$2,197
BRYN MAWR BK CORP 59,168 UNCH $2,160
     BMTC59,168UNCH$2,160
VANGUARD INTL EQUITY INDEX F (VNQI) 35,529 -32 $2,082
     VNQI35,529-32$2,082
MICROSOFT CORP 13,694 -167 $1,904
     MSFT13,694-167$1,904
ISHARES TR (IWM) 10,608 -259 $1,605
     IWM10,608-259$1,605
AQUA AMERICA INC 35,092 -172 $1,573
     WTR35,092-172$1,573
PFIZER INC 41,684 -214 $1,498
     PFE41,684-214$1,498
MERCK & CO INC 17,073 +9,055 $1,437
     MRK17,073+9,055$1,437
VANGUARD INDEX FDS (VNQ) 15,162 -30 $1,414
     VNQ15,162-30$1,414
ISHARES TR (IWN) 11,287 -445 $1,348
     IWN11,287-445$1,348
ISHARES TR (EEM) 31,712 +69 $1,296
     EEM31,712+69$1,296
SPDR SERIES TRUST (TFI) 18,930 UNCH $960
     TFI18,930UNCH$960
COLGATE PALMOLIVE CO 12,529 -388 $921
     CL12,529-388$921
ISHARES TR (SCZ) 15,467 +283 $885
     SCZ15,467+283$885
VANGUARD WORLD FDS (VDE) 11,103 -700 $866
     VDE11,103-700$866
ALPHABET INC 692 -29 $844
     GOOG692-29$844
ALPHABET INC 683 -29 $834
     GOOGL683-29$834
VISA INC 4,839 -141 $832
     V4,839-141$832
VANGUARD INDEX FDS (VV) 5,999 UNCH $818
     VV5,999UNCH$818
ISHARES TR (IJT) 3,889 -425 $694
     IJT3,889-425$694
DISNEY WALT CO 5,264 +318 $686
     DIS5,264+318$686
AMGEN INC 3,410 -177 $660
     AMGN3,410-177$660
ISHARES TR (IVV) 2,158 -24 $644
     IVV2,158-24$644
EXXON MOBIL CORP 8,587 -600 $606
     XOM8,587-600$606
CSX CORP 8,592 UNCH $595
     CSX8,592UNCH$595
MASTERCARD INC 2,171 +10 $590
     MA2,171+10$590
COMCAST CORP NEW 12,461 +500 $562
     CMCSA12,461+500$562
BOEING CO 1,435 -25 $546
     BA1,435-25$546

See Full List: All Stocks Held By Independence Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Independence Advisors LLC

Size ($ in 1000's)
At 09/30/2019: $410,693
At 06/30/2019: $390,073

Independence Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Independence Advisors LLC 13F filings. Link to 13F filings: SEC filings

Independence Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.