Independent Advisor Alliance
Latest statistics and disclosures from Independent Advisor Alliance's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, ABCB, MSFT, AMZN, and represent 27.51% of Independent Advisor Alliance's stock portfolio.
- Added to shares of these 10 stocks: GLD (+$9.8M), MSFT (+$7.9M), NVDA (+$7.3M), BE (+$7.2M), TTMI (+$5.1M), SSRM, IAU, JCPB, GOOG, AVIG.
- Started 108 new stock positions in BE, AVIG, ECG, DB, INMB, BLBD, AN, BSV, BMNR, FCEL.
- Reduced shares in these 10 stocks: VST (-$10M), AAPL (-$5.9M), PGR, MU, TSLA, PH, NET, GD, South State Corporation, .
- Sold out of its positions in AAL, ANSS, ACHR, AVB, BXSL, BAH, BURL, SILA, CNC, CHTR.
- Independent Advisor Alliance was a net buyer of stock by $86M.
- Independent Advisor Alliance has $3.8B in assets under management (AUM), dropping by 10.96%.
- Central Index Key (CIK): 0001696899
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Portfolio Holdings for Independent Advisor Alliance
Independent Advisor Alliance holds 945 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Independent Advisor Alliance has 945 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Independent Advisor Alliance Sept. 30, 2025 positions
- Download the Independent Advisor Alliance September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.9 | $342M | +2% | 1.8M | 186.58 |
|
| Apple (AAPL) | 6.1 | $234M | -2% | 920k | 254.63 |
|
| Ameris Ban (ABCB) | 4.7 | $183M | 2.5M | 73.31 |
|
|
| Microsoft Corporation (MSFT) | 4.4 | $171M | +4% | 330k | 517.95 |
|
| Amazon (AMZN) | 3.4 | $129M | 589k | 219.57 |
|
|
| Broadcom (AVGO) | 1.8 | $70M | +3% | 211k | 329.91 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $69M | +5% | 282k | 243.55 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $68M | 280k | 243.10 |
|
|
| Meta Platforms Cl A (META) | 1.7 | $67M | +2% | 91k | 734.38 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $63M | +3% | 125k | 502.74 |
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $56M | +2% | 177k | 315.43 |
|
| Tesla Motors (TSLA) | 1.4 | $52M | -7% | 118k | 444.72 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.3 | $49M | +25% | 136k | 355.47 |
|
| Advanced Micro Devices (AMD) | 1.2 | $48M | 296k | 161.79 |
|
|
| Home Depot (HD) | 1.1 | $44M | -2% | 107k | 405.19 |
|
| Wal-Mart Stores (WMT) | 0.9 | $34M | 332k | 103.06 |
|
|
| Netflix (NFLX) | 0.9 | $34M | -2% | 28k | 1198.93 |
|
| Eli Lilly & Co. (LLY) | 0.9 | $34M | 44k | 763.00 |
|
|
| Exxon Mobil Corporation (XOM) | 0.8 | $32M | -4% | 280k | 112.75 |
|
| Costco Wholesale Corporation (COST) | 0.8 | $30M | -2% | 32k | 925.64 |
|
| Visa Com Cl A (V) | 0.7 | $28M | 83k | 341.38 |
|
|
| Abbvie (ABBV) | 0.7 | $27M | +2% | 117k | 231.54 |
|
| Palantir Technologies Cl A (PLTR) | 0.6 | $25M | -5% | 137k | 182.42 |
|
| Caterpillar (CAT) | 0.6 | $22M | +4% | 47k | 477.15 |
|
| Coca-Cola Company (KO) | 0.5 | $21M | -9% | 317k | 66.32 |
|
| Oracle Corporation (ORCL) | 0.5 | $21M | +17% | 74k | 281.24 |
|
| Procter & Gamble Company (PG) | 0.5 | $21M | 134k | 153.65 |
|
|
| International Business Machines (IBM) | 0.5 | $20M | 70k | 282.16 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $19M | +10% | 29k | 669.31 |
|
| Johnson & Johnson (JNJ) | 0.5 | $19M | +7% | 101k | 185.42 |
|
| McDonald's Corporation (MCD) | 0.5 | $18M | -3% | 59k | 303.89 |
|
| Strategy Cl A New (MSTR) | 0.4 | $17M | -7% | 53k | 322.21 |
|
| Duke Energy Corp Com New (DUK) | 0.4 | $17M | 137k | 123.75 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $16M | 28k | 568.81 |
|
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.4 | $15M | +6% | 196k | 78.34 |
|
| Chevron Corporation (CVX) | 0.4 | $15M | -12% | 98k | 155.29 |
|
| First Tr Exchange-traded Growth Strength (FTGS) | 0.4 | $15M | +4% | 421k | 35.91 |
|
| Arista Networks Com Shs (ANET) | 0.4 | $15M | -7% | 104k | 145.71 |
|
| Truist Financial Corp equities (TFC) | 0.4 | $15M | +9% | 329k | 45.72 |
|
| Cintas Corporation (CTAS) | 0.4 | $15M | -8% | 72k | 205.26 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $15M | 45k | 328.17 |
|
|
| Lowe's Companies (LOW) | 0.4 | $14M | +5% | 56k | 251.31 |
|
| Southern Company (SO) | 0.4 | $14M | +17% | 145k | 94.77 |
|
| Simon Property (SPG) | 0.4 | $14M | 72k | 187.67 |
|
|
| Lockheed Martin Corporation (LMT) | 0.3 | $13M | 25k | 499.21 |
|
|
| Philip Morris International (PM) | 0.3 | $12M | -5% | 73k | 162.20 |
|
| Bank of America Corporation (BAC) | 0.3 | $12M | +2% | 228k | 51.59 |
|
| Mitek Sys Com New (MITK) | 0.3 | $12M | -3% | 1.2M | 9.77 |
|
| UnitedHealth (UNH) | 0.3 | $11M | +28% | 32k | 345.30 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $11M | 63k | 170.85 |
|
|
| Waste Management (WM) | 0.3 | $11M | -7% | 48k | 220.83 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $10M | +34% | 61k | 167.33 |
|
| Palo Alto Networks (PANW) | 0.3 | $10M | +10% | 50k | 203.62 |
|
| salesforce (CRM) | 0.3 | $10M | -2% | 43k | 237.00 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.3 | $10M | -5% | 67k | 150.86 |
|
| Pepsi (PEP) | 0.3 | $10M | -15% | 71k | 140.44 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $9.9M | +5% | 35k | 279.29 |
|
| Parker-Hannifin Corporation (PH) | 0.3 | $9.7M | -26% | 13k | 758.14 |
|
| Metropcs Communications (TMUS) | 0.2 | $9.6M | -8% | 40k | 239.38 |
|
| American Express Company (AXP) | 0.2 | $9.5M | -18% | 29k | 332.16 |
|
| Verizon Communications (VZ) | 0.2 | $9.4M | 215k | 43.95 |
|
|
| Amgen (AMGN) | 0.2 | $9.2M | +3% | 33k | 282.20 |
|
| Abbott Laboratories (ABT) | 0.2 | $9.2M | 68k | 133.94 |
|
|
| Servicenow (NOW) | 0.2 | $8.9M | 9.6k | 920.22 |
|
|
| Ge Aerospace Com New (GE) | 0.2 | $8.8M | 29k | 300.82 |
|
|
| Union Pacific Corporation (UNP) | 0.2 | $8.7M | +2% | 37k | 236.37 |
|
| United Rentals (URI) | 0.2 | $8.7M | +11% | 9.1k | 954.73 |
|
| Ge Vernova (GEV) | 0.2 | $8.7M | +9% | 14k | 614.91 |
|
| Travelers Companies (TRV) | 0.2 | $8.6M | -3% | 31k | 279.22 |
|
| Chubb (CB) | 0.2 | $8.4M | -5% | 30k | 282.25 |
|
| Citigroup Com New (C) | 0.2 | $8.4M | 83k | 101.50 |
|
|
| Spotify Technology S A SHS (SPOT) | 0.2 | $8.3M | 12k | 698.00 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $8.3M | -2% | 17k | 490.38 |
|
| Altria (MO) | 0.2 | $8.1M | -3% | 123k | 66.06 |
|
| Cisco Systems (CSCO) | 0.2 | $8.1M | +7% | 118k | 68.42 |
|
| Hershey Company (HSY) | 0.2 | $8.0M | +6% | 43k | 187.05 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $8.0M | +30% | 12k | 666.16 |
|
| Celestica (CLS) | 0.2 | $7.9M | -10% | 32k | 246.38 |
|
| At&t (T) | 0.2 | $7.8M | +2% | 277k | 28.24 |
|
| Linde SHS (LIN) | 0.2 | $7.8M | -3% | 16k | 474.98 |
|
| Super Micro Computer Com New (SMCI) | 0.2 | $7.7M | -8% | 160k | 47.94 |
|
| Qualcomm (QCOM) | 0.2 | $7.6M | 46k | 166.36 |
|
|
| Merck & Co (MRK) | 0.2 | $7.4M | +14% | 88k | 83.93 |
|
| ConocoPhillips (COP) | 0.2 | $7.4M | 78k | 94.59 |
|
|
| Nextera Energy (NEE) | 0.2 | $7.3M | -20% | 97k | 75.49 |
|
| Honeywell International (HON) | 0.2 | $7.3M | -7% | 35k | 210.50 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.2 | $7.2M | NEW | 85k | 84.57 |
|
| Wells Fargo & Company (WFC) | 0.2 | $7.0M | +4% | 84k | 83.82 |
|
| Goldman Sachs (GS) | 0.2 | $7.0M | +2% | 8.8k | 796.29 |
|
| Walt Disney Company (DIS) | 0.2 | $6.9M | +2% | 61k | 114.50 |
|
| Uber Technologies (UBER) | 0.2 | $6.8M | +8% | 69k | 97.97 |
|
| Argan (AGX) | 0.2 | $6.7M | 25k | 270.05 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $6.7M | -15% | 19k | 352.74 |
|
| Analog Devices (ADI) | 0.2 | $6.7M | +32% | 27k | 245.70 |
|
| S&p Global (SPGI) | 0.2 | $6.5M | +12% | 13k | 486.69 |
|
| L3harris Technologies (LHX) | 0.2 | $6.5M | 21k | 305.41 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $6.5M | +4% | 152k | 42.79 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $6.5M | +32% | 6.7k | 968.03 |
|
| Morgan Stanley Com New (MS) | 0.2 | $6.4M | 41k | 158.96 |
|
|
| Medtronic SHS (MDT) | 0.2 | $6.4M | +40% | 67k | 95.24 |
|
| Argenx Se Sponsored Adr (ARGX) | 0.2 | $6.3M | +7% | 8.6k | 737.56 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $6.3M | +104% | 70k | 89.37 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $6.2M | 62k | 100.25 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.2 | $6.1M | +42% | 144k | 42.37 |
|
| Micron Technology (MU) | 0.2 | $6.0M | -42% | 36k | 167.32 |
|
| TJX Companies (TJX) | 0.2 | $5.9M | +4% | 41k | 144.54 |
|
| Howmet Aerospace (HWM) | 0.2 | $5.9M | 30k | 196.23 |
|
|
| Constellation Energy (CEG) | 0.2 | $5.9M | +14% | 18k | 329.07 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $5.7M | -6% | 13k | 447.23 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $5.6M | +228% | 77k | 72.77 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $5.6M | +2% | 42k | 133.90 |
|
| Quanta Services (PWR) | 0.1 | $5.5M | +5% | 13k | 414.41 |
|
| Pfizer (PFE) | 0.1 | $5.5M | -7% | 214k | 25.48 |
|
| Applied Materials (AMAT) | 0.1 | $5.5M | +8% | 27k | 204.74 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $5.4M | +4% | 74k | 73.46 |
|
| United Parcel Service CL B (UPS) | 0.1 | $5.4M | +53% | 64k | 83.53 |
|
| Power Solutions Intl Com New (PSIX) | 0.1 | $5.4M | 55k | 98.22 |
|
|
| PNC Financial Services (PNC) | 0.1 | $5.3M | +5% | 27k | 200.93 |
|
| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.1 | $5.3M | +4% | 30k | 179.29 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $5.3M | 7.00 | 754200.00 |
|
|
| Deere & Company (DE) | 0.1 | $5.2M | 12k | 457.28 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $5.2M | +30% | 21k | 247.12 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $5.2M | -4% | 303k | 17.16 |
|
| Enbridge (ENB) | 0.1 | $5.2M | +4% | 102k | 50.46 |
|
| Hesai Group Sponsored Ads (HSAI) | 0.1 | $5.2M | -6% | 183k | 28.10 |
|
| Booking Holdings (BKNG) | 0.1 | $5.1M | 950.00 | 5395.92 |
|
|
| American Electric Power Company (AEP) | 0.1 | $5.1M | +25% | 46k | 112.50 |
|
| First Tr Exchange-traded SHS (FDL) | 0.1 | $5.1M | 117k | 43.41 |
|
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $5.1M | +13% | 102k | 49.79 |
|
| Garmin SHS (GRMN) | 0.1 | $5.1M | -3% | 21k | 246.22 |
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| TTM Technologies (TTMI) | 0.1 | $5.1M | NEW | 88k | 57.60 |
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| Bwx Technologies (BWXT) | 0.1 | $5.0M | 27k | 184.37 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $5.0M | +20% | 15k | 323.58 |
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| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.1 | $5.0M | +6% | 55k | 90.36 |
|
| Eaton Corp SHS (ETN) | 0.1 | $5.0M | +24% | 13k | 374.25 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $4.9M | -5% | 20k | 246.59 |
|
| Comfort Systems USA (FIX) | 0.1 | $4.9M | 6.0k | 825.11 |
|
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| Franco-Nevada Corporation (FNV) | 0.1 | $4.9M | +11% | 22k | 222.91 |
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| Illinois Tool Works (ITW) | 0.1 | $4.8M | 19k | 260.76 |
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| Nebius Group Shs Class A (NBIS) | 0.1 | $4.8M | +190% | 43k | 112.27 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $4.8M | +10% | 57k | 84.11 |
|
| First Tr Exchange Traded Consumr Staple (FXG) | 0.1 | $4.8M | +11% | 77k | 62.67 |
|
| Genuine Parts Company (GPC) | 0.1 | $4.8M | +17% | 34k | 138.60 |
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| Allstate Corporation (ALL) | 0.1 | $4.7M | +7% | 22k | 214.65 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $4.7M | 7.6k | 609.33 |
|
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| Intuit (INTU) | 0.1 | $4.6M | -33% | 6.8k | 682.89 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $4.6M | +32% | 46k | 99.53 |
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| O'reilly Automotive (ORLY) | 0.1 | $4.5M | 42k | 107.81 |
|
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| Guidewire Software (GWRE) | 0.1 | $4.5M | +18% | 20k | 229.86 |
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| General Dynamics Corporation (GD) | 0.1 | $4.5M | -39% | 13k | 340.99 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $4.5M | -20% | 7.5k | 600.40 |
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| Dominion Resources (D) | 0.1 | $4.5M | +5% | 73k | 61.17 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $4.5M | +4% | 31k | 143.18 |
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| Phillips 66 (PSX) | 0.1 | $4.5M | +7% | 33k | 136.02 |
|
| AFLAC Incorporated (AFL) | 0.1 | $4.4M | 39k | 111.70 |
|
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| Sherwin-Williams Company (SHW) | 0.1 | $4.4M | 13k | 346.25 |
|
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| Carvana Cl A (CVNA) | 0.1 | $4.3M | +5% | 12k | 377.24 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $4.3M | +2% | 8.9k | 485.04 |
|
| Boeing Company (BA) | 0.1 | $4.3M | +14% | 20k | 215.83 |
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| First Tr Exchange-traded SHS (FVD) | 0.1 | $4.3M | +3% | 93k | 46.24 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $4.3M | 23k | 186.49 |
|
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| Ssr Mining (SSRM) | 0.1 | $4.2M | NEW | 173k | 24.42 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $4.2M | +23% | 70k | 60.03 |
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| Broadridge Financial Solutions (BR) | 0.1 | $4.2M | 18k | 238.17 |
|
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| Blackrock (BLK) | 0.1 | $4.2M | +3% | 3.6k | 1166.06 |
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| Enterprise Products Partners (EPD) | 0.1 | $4.2M | 133k | 31.27 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $4.1M | +10% | 130k | 31.42 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $4.1M | -19% | 53k | 76.62 |
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| EOG Resources (EOG) | 0.1 | $4.1M | 37k | 112.12 |
|
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $4.1M | +13% | 29k | 140.95 |
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| Emerson Electric (EMR) | 0.1 | $4.1M | 31k | 131.18 |
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| 3M Company (MMM) | 0.1 | $4.0M | +23% | 26k | 155.18 |
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| Kla Corp Com New (KLAC) | 0.1 | $4.0M | 3.7k | 1078.43 |
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| Bristol Myers Squibb (BMY) | 0.1 | $4.0M | +18% | 88k | 45.10 |
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| Ishares Tr Mbs Etf (MBB) | 0.1 | $3.9M | +11% | 41k | 95.15 |
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| Vistra Energy (VST) | 0.1 | $3.8M | -72% | 19k | 195.93 |
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| Us Bancorp Del Com New (USB) | 0.1 | $3.8M | +7% | 78k | 48.33 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $3.7M | +6% | 39k | 95.47 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $3.7M | +18% | 20k | 189.70 |
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| Gilead Sciences (GILD) | 0.1 | $3.7M | 33k | 111.00 |
|
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $3.7M | 115k | 31.91 |
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| Descartes Sys Grp (DSGX) | 0.1 | $3.6M | 39k | 94.23 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $3.6M | +4% | 77k | 46.81 |
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| Boston Scientific Corporation (BSX) | 0.1 | $3.6M | 37k | 97.63 |
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| Ubs Group SHS (UBS) | 0.1 | $3.6M | 87k | 41.00 |
|
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| Vnet Group Sponsored Ads A (VNET) | 0.1 | $3.6M | 346k | 10.33 |
|
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| Sezzle (SEZL) | 0.1 | $3.6M | +4% | 45k | 79.53 |
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| Stryker Corporation (SYK) | 0.1 | $3.6M | +19% | 9.6k | 369.68 |
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| Texas Pacific Land Corp (TPL) | 0.1 | $3.6M | +2% | 3.8k | 933.76 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $3.5M | +7% | 19k | 183.73 |
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| Automatic Data Processing (ADP) | 0.1 | $3.5M | 12k | 293.49 |
|
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| Labcorp Holdings Com Shs (LH) | 0.1 | $3.5M | +166% | 12k | 287.07 |
|
| Embraer Sponsored Ads (ERJ) | 0.1 | $3.4M | 57k | 60.45 |
|
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $3.4M | NEW | 71k | 47.55 |
|
| Nike CL B (NKE) | 0.1 | $3.3M | +6% | 48k | 69.73 |
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| Target Corporation (TGT) | 0.1 | $3.3M | -13% | 37k | 89.70 |
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| Fastenal Company (FAST) | 0.1 | $3.3M | +47% | 67k | 49.04 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $3.3M | -5% | 22k | 148.61 |
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| American Centy Etf Tr Avantis Core Fi (AVIG) | 0.1 | $3.2M | NEW | 77k | 42.08 |
|
| Dover Corporation (DOV) | 0.1 | $3.2M | +13% | 19k | 166.83 |
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| Exelixis (EXEL) | 0.1 | $3.2M | 78k | 41.30 |
|
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| Kinder Morgan (KMI) | 0.1 | $3.2M | 112k | 28.31 |
|
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| Brown & Brown (BRO) | 0.1 | $3.2M | 34k | 93.79 |
|
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| Axis Cap Hldgs SHS (AXS) | 0.1 | $3.1M | 33k | 95.80 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $3.1M | +30% | 29k | 109.95 |
|
| Elbit Sys Ord (ESLT) | 0.1 | $3.1M | +2% | 6.1k | 509.80 |
|
| Intercontinental Exchange (ICE) | 0.1 | $3.1M | +29% | 19k | 168.48 |
|
| Seven Hills Realty Trust (SEVN) | 0.1 | $3.1M | +11% | 303k | 10.31 |
|
| Marvell Technology (MRVL) | 0.1 | $3.1M | +49% | 37k | 84.07 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $3.0M | +41% | 54k | 56.75 |
|
| Entergy Corporation (ETR) | 0.1 | $3.0M | 33k | 93.19 |
|
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| Cardinal Health (CAH) | 0.1 | $3.0M | +12% | 19k | 156.96 |
|
| Republic Services (RSG) | 0.1 | $3.0M | +10% | 13k | 229.48 |
|
| Corning Incorporated (GLW) | 0.1 | $3.0M | -8% | 37k | 82.03 |
|
| Hims & Hers Health Com Cl A (HIMS) | 0.1 | $3.0M | 53k | 56.72 |
|
|
| Consolidated Edison (ED) | 0.1 | $2.9M | +9% | 29k | 100.52 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $2.9M | +5% | 47k | 62.47 |
|
| Fs Kkr Capital Corp (FSK) | 0.1 | $2.9M | -21% | 195k | 14.93 |
|
| Wec Energy Group (WEC) | 0.1 | $2.9M | +9% | 25k | 114.59 |
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $2.9M | +4% | 8.5k | 337.51 |
|
| T. Rowe Price (TROW) | 0.1 | $2.9M | +13% | 28k | 102.64 |
|
| Progressive Corporation (PGR) | 0.1 | $2.9M | -62% | 12k | 246.94 |
|
| First Community Corporation (FCCO) | 0.1 | $2.9M | 101k | 28.22 |
|
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| Paypal Holdings (PYPL) | 0.1 | $2.8M | -24% | 42k | 67.06 |
|
| CSX Corporation (CSX) | 0.1 | $2.8M | +9% | 80k | 35.51 |
|
| Tencent Music Entmt Group Spon Ads (TME) | 0.1 | $2.8M | NEW | 122k | 23.34 |
|
| Ameriprise Financial (AMP) | 0.1 | $2.8M | 5.7k | 491.22 |
|
|
| Southstate Bk Corp (SSB) | 0.1 | $2.8M | NEW | 28k | 98.87 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $2.8M | +111% | 14k | 192.74 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.1 | $2.8M | +9% | 27k | 104.51 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.8M | 5.9k | 468.41 |
|
|
| Sap Se Spon Adr (SAP) | 0.1 | $2.7M | 10k | 267.20 |
|
|
| Brinker International (EAT) | 0.1 | $2.7M | +56% | 22k | 126.68 |
|
| Iron Mountain (IRM) | 0.1 | $2.7M | 27k | 101.94 |
|
|
| Jabil Circuit (JBL) | 0.1 | $2.7M | +67% | 13k | 217.17 |
|
| Cloudflare Cl A Com (NET) | 0.1 | $2.7M | -52% | 13k | 214.59 |
|
| First Tr Exchange Traded Energy Alphadx (FXN) | 0.1 | $2.7M | +4% | 163k | 16.30 |
|
| Willdan (WLDN) | 0.1 | $2.7M | NEW | 28k | 96.69 |
|
| Fidelity National Information Services (FIS) | 0.1 | $2.6M | +177% | 40k | 65.94 |
|
| Capital One Financial (COF) | 0.1 | $2.6M | +2% | 12k | 212.58 |
|
| Expeditors International of Washington (EXPD) | 0.1 | $2.6M | 21k | 122.59 |
|
|
| Applovin Corp Com Cl A (APP) | 0.1 | $2.6M | +15% | 3.6k | 718.54 |
|
| Brighthouse Finl (BHF) | 0.1 | $2.6M | 49k | 53.08 |
|
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| Fiserv (FI) | 0.1 | $2.5M | +51% | 20k | 128.93 |
|
| Church & Dwight (CHD) | 0.1 | $2.5M | 29k | 87.63 |
|
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| Rithm Capital Corp Com New (RITM) | 0.1 | $2.5M | 220k | 11.39 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $2.5M | 9.1k | 273.64 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.5M | -2% | 28k | 87.31 |
|
| Global Payments (GPN) | 0.1 | $2.4M | +260% | 29k | 83.08 |
|
| Intel Corporation (INTC) | 0.1 | $2.4M | -5% | 73k | 33.55 |
|
Past Filings by Independent Advisor Alliance
SEC 13F filings are viewable for Independent Advisor Alliance going back to 2016
- Independent Advisor Alliance 2025 Q3 filed Nov. 4, 2025
- Independent Advisor Alliance 2025 Q2 filed Aug. 11, 2025
- Independent Advisor Alliance 2025 Q1 filed May 12, 2025
- Independent Advisor Alliance 2024 Q4 filed Feb. 7, 2025
- Independent Advisor Alliance 2024 Q3 filed Nov. 13, 2024
- Independent Advisor Alliance 2024 Q2 filed Aug. 12, 2024
- Independent Advisor Alliance 2024 Q1 filed May 8, 2024
- Independent Advisor Alliance 2023 Q4 filed Feb. 8, 2024
- Independent Advisor Alliance 2023 Q3 filed Oct. 24, 2023
- Independent Advisor Alliance 2023 Q2 filed July 28, 2023
- Independent Advisor Alliance 2023 Q1 filed May 12, 2023
- Independent Advisor Alliance 2022 Q4 filed Feb. 13, 2023
- Independent Advisor Alliance 2022 Q3 filed Nov. 4, 2022
- Independent Advisor Alliance 2022 Q2 filed Aug. 4, 2022
- Independent Advisor Alliance 2022 Q1 filed May 6, 2022
- Independent Advisor Alliance 2021 Q4 filed Feb. 11, 2022