Independence Wealth Advisors Invests $1.18M in Amazon

The firm bought 5,099 shares of the e-commerce giant's stock in Q4 2025.

Mar. 28, 2026 at 10:51am

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Independence Wealth Advisors LLC, a financial advisory firm, bought a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN) during the fourth quarter of 2025. The firm invested approximately $1.18 million to acquire 5,099 shares of the e-commerce giant's stock.

Why it matters

Amazon is one of the most closely watched and heavily invested-in tech companies, with its stock performance closely tied to the broader market. This investment by Independence Wealth Advisors reflects ongoing institutional interest in Amazon despite recent market volatility.

The details

According to a disclosure with the Securities and Exchange Commission (SEC), Independence Wealth Advisors purchased 5,099 shares of Amazon stock valued at around $1.18 million during the fourth quarter of 2025. The firm's investment in Amazon comes as the e-commerce company continues to be a popular holding among institutional investors, with 72.20% of its stock currently owned by hedge funds and other institutional investors.

  • Independence Wealth Advisors made the Amazon investment in Q4 2025.

The players

Independence Wealth Advisors LLC

A financial advisory firm that manages investments for its clients.

Amazon.com, Inc.

The e-commerce giant and technology conglomerate based in Seattle, Washington.

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The takeaway

This investment by Independence Wealth Advisors underscores the continued appeal of Amazon stock among institutional investors, despite recent market volatility. As one of the most closely watched tech companies, Amazon's performance remains a key indicator of broader market trends.