Analyzing Independence Advisors, LLC's Q2 vs. Q3 2020 13F Holdings Comparison

Independence Advisors, LLC Q2 2020 vs. Q3 2020 13F Holdings Comparison

Independence Advisors, LLC recently released its Q2 2020 vs. Q3 2020 13F holdings comparison, and it showed some interesting changes in the fund’s holdings. The comparison table showed the number of shares held by the fund, the value of the shares, and the percentage change in holdings. In this blog post, we’ll analyze the changes in holdings of some of the major companies in the fund.

Vanguard Index Funds:

Vanguard Index Funds saw a 9.7% increase in holdings by Independence Advisors, LLC from Q2 to Q3. The fund held 524,465 shares in Q2, which increased to 548,263 shares in Q3. The value of the shares also increased from $52,231,000 to $57,299,000.

iShares TR:

iShares TR holdings saw a 9.4% increase in the number of shares held by Independence Advisors, LLC from Q2 to Q3. The fund held 267,064 shares in Q2, which decreased to 258,527 shares in Q3. However, the value of the shares increased from $51,263,000 to $56,072,000.

Apple Inc:

One of the most notable changes in holdings was with Apple Inc. The fund held 13,814 shares in Q2, which significantly increased to 55,445 shares in Q3. The value of the shares also increased from $5,039,000 to $6,421,000, showcasing a 27.4% increase.

Amazon.com Inc:

Another notable increase in holdings was with Amazon.com Inc. The fund held 204 shares in Q2, which increased to 243 shares in Q3. The value of the shares also saw a significant increase from $563,000 to $765,000, which is a 35.9% increase.

McDonald's Corp:

McDonald's Corp was another company that saw a significant increase in shares held by the fund from Q2 to Q3. The fund held 20,601 shares in Q2, which increased to 20,649 shares in Q3. The value of the shares also increased from $3,800,000 to $4,532,000.

Berkshire Hathaway Inc:

Berkshire Hathaway Inc was another company that saw a significant increase in the number of shares held by the fund from Q2 to Q3. The fund did not hold any shares in Q2, but it held 2,661 shares in Q3. The value of the shares was $0 in Q2 and $567,000 in Q3.

Vanguard Intl Equity Index F:

Vanguard Intl Equity Index F was another company that saw an increase in shares held by the fund from Q2 to Q3. The fund held 132,237 shares in Q2, which increased to 130,833 shares in Q3. The value of the shares also increased from $5,238,000 to $5,657,000, showcasing an 8% increase.

Vanguard World Fds:

Vanguard World Fds was one of the companies that saw a decrease in shares held by the fund from Q2 to Q3. The fund held 9,705 shares in Q2, which decreased to 9,744 shares in Q3. However, the value of the shares decreased from $488,000 to $393,000, showcasing a 19.5% decrease.

Chevron Corp New:

Chevron Corp New was another company that saw a significant decrease in shares held by the fund from Q2 to Q3. The fund held 3,663 shares in Q2, which increased to 3,823 shares in Q3. However, the value of the shares decreased from $327,000 to $275,000, showcasing a 15.9% decrease.

Overall, the Q2 2020 vs. Q3 2020 13F holdings comparison showcased some interesting changes in the holdings of Independence Advisors, LLC. While some companies saw significant increases in the number of shares held by the fund, others saw a significant decrease. It will be interesting to see how these holdings change in the future and how they will affect the performance of the fund.