Portfolio (Quarterly)
Guide ↗
Independent Wealth Advisors LLC
· CIK 0002136099| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | VIG | VANGUARD SPECIALIZED FUNDS | — | 1,328.0 | $286K | 0.28% | +14.0 | +1.1% | $215.06 | +10.3% |
| 62 | XLU | SELECT SECTOR SPDR TR | — | 6,108.0 | $280K | 0.28% | +986.0 | +19.2% | $45.89 | -0.4% |
| 63 | PSL | INVESCO EXCHANGE TRADED FD T | — | 2,305.0 | $250K | 0.25% | -203.0 | -8.1% | $108.53 | +5.0% |
| 64 | ILCV | ISHARES TR | — | 2,649.0 | $247K | 0.24% | — | — | $93.14 | +10.9% |
| 65 | GOOGL | ALPHABET INC | Communication Services | 824.0 | $237K | 0.23% | -246.0 | -23.0% | $287.61 | +25.0% |
| 66 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 4,629.0 | $232K | 0.23% | NEW | — | $50.20 | -15.0% |
| 67 | IJR | ISHARES TR | — | 1,838.0 | $228K | 0.22% | NEW | — | $124.31 | +16.9% |
| 68 | VYM | VANGUARD WHITEHALL FDS | — | 1,454.0 | $215K | 0.21% | — | — | $148.11 | +8.2% |
| 69 | IVW | ISHARES TR | — | 1,852.0 | $210K | 0.21% | NEW | — | $113.14 | +21.9% |
| 70 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 836.0 | $203K | 0.20% | +62.0 | +8.0% | $242.37 | -10.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
90.6%
Technology
7.4%
Communication Services
1.9%