Independent Advisor Alliance

Latest statistics and disclosures from Independent Advisor Alliance's latest quarterly 13F-HR filing:

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Positions held by Independent Advisor Alliance consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Independent Advisor Alliance

Independent Advisor Alliance holds 702 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Independent Advisor Alliance has 702 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.6 $157M 913k 171.48
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Microsoft Corporation (MSFT) 4.7 $131M 312k 420.72
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Ameris Ban (ABCB) 4.4 $122M 2.5M 48.38
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Vanguard Index Fds Total Stk Mkt (VTI) 4.2 $115M -46% 444k 259.90
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Amazon (AMZN) 3.6 $100M 554k 180.38
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NVIDIA Corporation (NVDA) 3.6 $100M 110k 903.55
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Advanced Micro Devices (AMD) 2.0 $54M 299k 180.49
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.8 $49M -41% 960k 50.60
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Home Depot (HD) 1.4 $40M 103k 383.60
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Alphabet Cap Stk Cl C (GOOG) 1.4 $39M +4% 258k 152.26
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Alphabet Cap Stk Cl A (GOOGL) 1.4 $39M 255k 150.93
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.4 $38M -42% 629k 60.30
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JPMorgan Chase & Co. (JPM) 1.3 $36M -7% 179k 200.30
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Coca-Cola Company (KO) 1.2 $34M 556k 61.18
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $33M +5% 77k 420.52
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Meta Platforms Cl A (META) 1.1 $29M +3% 61k 485.58
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $28M -51% 57k 480.70
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Mitek Sys Com New (MITK) 0.9 $26M 1.9M 14.10
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Exxon Mobil Corporation (XOM) 0.9 $26M +2% 221k 116.24
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Chevron Corporation (CVX) 0.9 $26M +2% 162k 157.74
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Eli Lilly & Co. (LLY) 0.9 $26M 33k 777.95
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Costco Wholesale Corporation (COST) 0.9 $24M 33k 732.63
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McDonald's Corporation (MCD) 0.9 $24M 84k 281.95
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Broadcom (AVGO) 0.8 $23M 17k 1325.42
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Visa Com Cl A (V) 0.8 $22M -4% 80k 279.08
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Johnson & Johnson (JNJ) 0.8 $22M -6% 141k 158.19
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Procter & Gamble Company (PG) 0.8 $21M -6% 132k 162.25
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Abbvie (ABBV) 0.8 $21M -5% 114k 182.10
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Wal-Mart Stores (WMT) 0.7 $20M +193% 325k 60.17
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $19M -50% 330k 58.65
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Caterpillar (CAT) 0.7 $19M -9% 52k 366.43
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UnitedHealth (UNH) 0.7 $19M +6% 38k 494.70
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Tesla Motors (TSLA) 0.7 $19M -7% 108k 175.79
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Pepsi (PEP) 0.7 $18M 105k 175.01
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Spdr Gold Tr Gold Shs (GLD) 0.6 $16M -21% 77k 205.72
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $14M -49% 275k 50.17
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Arista Networks (ANET) 0.5 $13M -6% 46k 289.98
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Netflix (NFLX) 0.5 $13M 22k 607.33
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Lowe's Companies (LOW) 0.5 $13M -8% 52k 254.73
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Cintas Corporation (CTAS) 0.5 $13M 19k 687.02
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Mastercard Incorporated Cl A (MA) 0.5 $13M +12% 27k 481.56
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Duke Energy Corp Com New (DUK) 0.4 $12M +2% 123k 96.71
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Chubb (CB) 0.4 $12M -11% 46k 259.13
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Waste Management (WM) 0.4 $12M 55k 213.15
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Super Micro Computer (SMCI) 0.4 $12M -37% 12k 1010.03
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Travelers Companies (TRV) 0.4 $11M -2% 50k 230.14
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ConocoPhillips (COP) 0.4 $11M 89k 127.28
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Simon Property (SPG) 0.4 $11M +8% 72k 156.49
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Lockheed Martin Corporation (LMT) 0.4 $11M +7% 25k 454.87
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International Business Machines (IBM) 0.4 $11M +16% 57k 190.96
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Adobe Systems Incorporated (ADBE) 0.4 $10M +40% 21k 504.60
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Honeywell International (HON) 0.4 $10M -2% 49k 205.25
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salesforce (CRM) 0.4 $9.8M +10% 33k 301.18
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Hershey Company (HSY) 0.4 $9.8M -5% 50k 194.50
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Accenture Plc Ireland Shs Class A (ACN) 0.4 $9.7M +3% 28k 346.60
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Truist Financial Corp equities (TFC) 0.3 $9.6M 247k 38.98
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United Parcel Service CL B (UPS) 0.3 $9.4M -5% 64k 148.63
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Union Pacific Corporation (UNP) 0.3 $9.3M -12% 38k 245.93
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Illinois Tool Works (ITW) 0.3 $9.2M -18% 34k 268.33
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Merck & Co (MRK) 0.3 $8.9M +5% 68k 131.95
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Southern Company (SO) 0.3 $8.7M -2% 121k 71.74
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Novo-nordisk A S Adr (NVO) 0.3 $8.6M 67k 128.40
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Blackstone Group Inc Com Cl A (BX) 0.3 $8.5M -9% 65k 131.37
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Parker-Hannifin Corporation (PH) 0.3 $8.4M -7% 15k 555.80
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $8.3M -33% 47k 175.27
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Linde SHS (LIN) 0.3 $8.1M -10% 17k 464.32
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American Express Company (AXP) 0.3 $7.9M 35k 227.69
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Abbott Laboratories (ABT) 0.3 $7.9M -2% 69k 113.66
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Crowdstrike Hldgs Cl A (CRWD) 0.3 $7.9M +185% 25k 320.59
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Bank of America Corporation (BAC) 0.3 $7.7M -42% 202k 37.92
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Qualcomm (QCOM) 0.3 $7.5M +8% 44k 169.30
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $7.4M -4% 44k 169.37
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Verizon Communications (VZ) 0.3 $7.3M 174k 41.96
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Nextera Energy (NEE) 0.3 $7.3M -4% 114k 63.91
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Expeditors International of Washington (EXPD) 0.3 $7.1M 58k 121.57
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IDEX Corporation (IEX) 0.2 $6.9M 28k 244.02
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Walt Disney Company (DIS) 0.2 $6.8M -3% 56k 122.36
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Amgen (AMGN) 0.2 $6.6M 23k 284.31
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Comcast Corp Cl A (CMCSA) 0.2 $6.5M +45% 150k 43.35
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L3harris Technologies (LHX) 0.2 $6.5M -10% 30k 213.10
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $6.4M +16% 133k 48.25
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First Tr Value Line Divid In SHS (FVD) 0.2 $6.3M +54% 149k 42.23
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Palo Alto Networks (PANW) 0.2 $6.3M -3% 22k 284.13
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Thermo Fisher Scientific (TMO) 0.2 $6.2M -19% 11k 581.24
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $5.9M -30% 82k 72.63
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Broadridge Financial Solutions (BR) 0.2 $5.9M -13% 29k 204.86
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Chipotle Mexican Grill (CMG) 0.2 $5.8M 2.0k 2906.77
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Philip Morris International (PM) 0.2 $5.7M +2% 62k 91.62
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Altria (MO) 0.2 $5.7M 130k 43.62
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United Rentals (URI) 0.2 $5.7M -11% 7.9k 721.13
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Paccar (PCAR) 0.2 $5.7M 46k 123.89
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Metropcs Communications (TMUS) 0.2 $5.7M +3% 35k 163.22
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General Dynamics Corporation (GD) 0.2 $5.6M -8% 20k 282.49
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Micron Technology (MU) 0.2 $5.6M -4% 47k 117.89
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Pfizer (PFE) 0.2 $5.6M +20% 201k 27.75
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Fs Kkr Capital Corp (FSK) 0.2 $5.6M +11% 292k 19.07
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $5.5M +5% 97k 56.98
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Target Corporation (TGT) 0.2 $5.5M -15% 31k 177.21
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Intuit (INTU) 0.2 $5.4M 8.4k 650.04
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Asml Holding N V N Y Registry Shs (ASML) 0.2 $5.4M -4% 5.6k 970.51
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $5.4M -28% 109k 49.19
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Phillips 66 (PSX) 0.2 $5.2M 32k 163.34
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Paypal Holdings (PYPL) 0.2 $5.1M -7% 76k 66.99
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Nike CL B (NKE) 0.2 $4.8M +11% 51k 93.98
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Anthem (ELV) 0.2 $4.8M +3% 9.2k 518.54
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TJX Companies (TJX) 0.2 $4.7M +18% 47k 101.42
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Applied Materials (AMAT) 0.2 $4.7M +3% 23k 206.23
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S&p Global (SPGI) 0.2 $4.6M -12% 11k 425.43
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CVS Caremark Corporation (CVS) 0.2 $4.5M -12% 57k 79.76
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First Tr Exchange Traded Consumr Staple (FXG) 0.2 $4.5M +3% 66k 68.49
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First Tr Exchange Traded Finls Alphadex (FXO) 0.2 $4.5M -10% 94k 47.52
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Vaneck Etf Trust Pharmaceutcl Etf (PPH) 0.2 $4.5M -49% 49k 90.70
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Medtronic SHS (MDT) 0.2 $4.4M -5% 51k 87.15
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Mondelez Intl Cl A (MDLZ) 0.2 $4.4M -12% 63k 70.00
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Vanguard Index Fds Value Etf (VTV) 0.2 $4.4M -48% 27k 162.86
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Oracle Corporation (ORCL) 0.2 $4.3M +15% 34k 125.61
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $4.3M +3% 8.1k 523.08
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Sherwin-Williams Company (SHW) 0.2 $4.2M -2% 12k 347.33
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Starbucks Corporation (SBUX) 0.2 $4.2M 46k 91.39
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First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $4.2M +4% 27k 153.77
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $4.1M +16% 68k 61.05
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Brown & Brown (BRO) 0.1 $4.1M 46k 87.54
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Intel Corporation (INTC) 0.1 $4.0M +18% 91k 44.17
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Citigroup Com New (C) 0.1 $4.0M +36% 63k 63.24
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Seven Hills Realty Trust (SEVN) 0.1 $4.0M 307k 12.92
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Texas Instruments Incorporated (TXN) 0.1 $3.9M -19% 23k 174.21
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Iron Mountain (IRM) 0.1 $3.9M 48k 80.21
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $3.9M +5% 247k 15.73
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Intuitive Surgical Com New (ISRG) 0.1 $3.9M 9.7k 399.09
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Servicenow (NOW) 0.1 $3.8M +3% 5.0k 762.32
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $3.8M -14% 6.00 634440.00
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $3.8M 41k 92.72
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Deere & Company (DE) 0.1 $3.8M +7% 9.1k 410.73
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W.R. Berkley Corporation (WRB) 0.1 $3.7M 42k 88.44
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Boeing Company (BA) 0.1 $3.7M -26% 19k 192.99
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Valero Energy Corporation (VLO) 0.1 $3.6M +6% 21k 170.69
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Oaktree Specialty Lending Corp (OCSL) 0.1 $3.6M 185k 19.66
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Wells Fargo & Company (WFC) 0.1 $3.6M -9% 63k 57.96
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CSX Corporation (CSX) 0.1 $3.6M 97k 37.07
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Descartes Sys Grp (DSGX) 0.1 $3.6M 39k 91.53
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Enterprise Products Partners (EPD) 0.1 $3.6M +5% 122k 29.18
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Microstrategy Cl A New (MSTR) 0.1 $3.5M +5% 2.1k 1704.56
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Morgan Stanley Com New (MS) 0.1 $3.5M 37k 94.16
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At&t (T) 0.1 $3.5M -16% 197k 17.60
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AFLAC Incorporated (AFL) 0.1 $3.4M 40k 85.86
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $3.4M -3% 6.6k 525.74
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General Electric Com New (GE) 0.1 $3.4M +3% 19k 175.53
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Cloudflare Cl A Com (NET) 0.1 $3.4M 35k 96.83
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Cisco Systems (CSCO) 0.1 $3.4M -16% 68k 49.91
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First Tr Morningstar Divid L SHS (FDL) 0.1 $3.4M +72% 88k 38.48
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Delta Air Lines Inc Del Com New (DAL) 0.1 $3.4M -40% 71k 47.87
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Nucor Corporation (NUE) 0.1 $3.4M +14% 17k 197.90
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Raytheon Technologies Corp (RTX) 0.1 $3.3M -7% 34k 97.53
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Occidental Petroleum Corporation (OXY) 0.1 $3.3M -15% 51k 64.99
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Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 0.1 $3.3M NEW 52k 63.17
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EOG Resources (EOG) 0.1 $3.3M +19% 26k 127.84
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Eaton Corp SHS (ETN) 0.1 $3.2M -15% 10k 312.67
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Dover Corporation (DOV) 0.1 $3.2M 18k 177.19
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Enbridge (ENB) 0.1 $3.2M 89k 36.18
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The Trade Desk Com Cl A (TTD) 0.1 $3.2M -2% 37k 87.42
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Pioneer Natural Resources 0.1 $3.2M 12k 262.51
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Textron (TXT) 0.1 $3.2M 33k 95.93
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Dominion Resources (D) 0.1 $3.1M 63k 49.19
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Emerson Electric (EMR) 0.1 $3.1M 27k 113.42
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Air Products & Chemicals (APD) 0.1 $3.1M -19% 13k 242.28
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Analog Devices (ADI) 0.1 $3.1M 16k 197.79
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Automatic Data Processing (ADP) 0.1 $3.0M -6% 12k 249.74
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Carnival Corp Unit 99/99/9999 (CCL) 0.1 $3.0M 182k 16.34
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $3.0M +106% 6.7k 444.01
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Church & Dwight (CHD) 0.1 $2.9M 28k 104.31
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BlackRock (BLK) 0.1 $2.9M -2% 3.5k 833.73
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Mccormick & Co Com Non Vtg (MKC) 0.1 $2.9M +13% 38k 76.81
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Genuine Parts Company (GPC) 0.1 $2.9M -5% 19k 154.93
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Bwx Technologies (BWXT) 0.1 $2.8M -21% 27k 102.62
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Northrop Grumman Corporation (NOC) 0.1 $2.8M -3% 5.8k 478.64
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Colgate-Palmolive Company (CL) 0.1 $2.8M -2% 31k 90.05
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $2.8M +372% 34k 80.51
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Marathon Petroleum Corp (MPC) 0.1 $2.7M +87% 13k 201.50
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Xpo Logistics Inc equity (XPO) 0.1 $2.7M -26% 22k 122.03
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Ubs Group SHS (UBS) 0.1 $2.7M -3% 87k 30.72
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $2.7M +49% 20k 136.05
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Kimberly-Clark Corporation (KMB) 0.1 $2.6M -3% 20k 129.35
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Vanguard World Mega Cap Index (MGC) 0.1 $2.6M -49% 14k 186.87
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $2.6M -58% 26k 100.71
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Bristol Myers Squibb (BMY) 0.1 $2.5M +45% 47k 54.23
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First Tr Exchange-traded Limited Duration (FSIG) 0.1 $2.5M +18% 136k 18.77
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Verisk Analytics (VRSK) 0.1 $2.5M -9% 11k 235.72
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Clorox Company (CLX) 0.1 $2.5M -31% 16k 153.11
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PNC Financial Services (PNC) 0.1 $2.4M -5% 15k 161.60
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South State Corporation (SSB) 0.1 $2.4M 28k 85.03
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Li Auto Sponsored Ads (LI) 0.1 $2.4M NEW 80k 30.28
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Rli (RLI) 0.1 $2.4M 16k 148.47
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Lam Research Corporation (LRCX) 0.1 $2.4M +20% 2.5k 971.57
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Schwab Charles Family Amt Tax Free Mny (SCTXX) 0.1 $2.4M -32% 2.4M 1.00
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Booking Holdings (BKNG) 0.1 $2.4M +7% 656.00 3629.78
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Dorchester Minerals Com Unit (DMLP) 0.1 $2.4M +4% 70k 33.72
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FedEx Corporation (FDX) 0.1 $2.4M -41% 8.1k 289.74
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Rbc Cad (RY) 0.1 $2.3M -3% 23k 100.89
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Rithm Capital Corp Com New (RITM) 0.1 $2.3M -11% 203k 11.16
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Goldman Sachs (GS) 0.1 $2.3M 5.4k 417.72
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Norfolk Southern (NSC) 0.1 $2.2M 8.8k 254.87
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Synopsys (SNPS) 0.1 $2.2M +3% 3.9k 571.52
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Republic Services (RSG) 0.1 $2.2M -16% 12k 191.45
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Shopify Cl A (SHOP) 0.1 $2.2M -8% 28k 77.17
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Stryker Corporation (SYK) 0.1 $2.2M 6.1k 357.86
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American Electric Power Company (AEP) 0.1 $2.2M +3% 25k 86.10
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $2.1M -2% 29k 74.22
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $2.1M 4.0k 522.88
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3M Company (MMM) 0.1 $2.1M +3% 20k 106.07
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Uber Technologies (UBER) 0.1 $2.1M -2% 27k 76.99
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Marvell Technology (MRVL) 0.1 $2.1M +129% 30k 70.88
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Texas Pacific Land Corp (TPL) 0.1 $2.1M +202% 3.6k 578.51
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Axis Cap Hldgs SHS (AXS) 0.1 $2.1M 32k 65.02
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Us Bancorp Del Com New (USB) 0.1 $2.0M +5% 46k 44.70
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Dow (DOW) 0.1 $2.0M 35k 57.93
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BP Sponsored Adr (BP) 0.1 $2.0M -4% 54k 37.68
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Charles Schwab Corporation (SCHW) 0.1 $2.0M +11% 28k 72.34
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Biogen Idec (BIIB) 0.1 $2.0M +3% 9.3k 215.63
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MPLX Com Unit Rep Ltd (MPLX) 0.1 $2.0M 48k 41.56
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Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.1 $2.0M NEW 131k 15.21
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General Mills (GIS) 0.1 $2.0M +6% 28k 69.97
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Vale S A Sponsored Ads (VALE) 0.1 $1.9M +3% 160k 12.19
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.9M +15% 24k 80.63
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Becton, Dickinson and (BDX) 0.1 $1.9M -8% 7.8k 247.44
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Dropbox Cl A (DBX) 0.1 $1.9M NEW 79k 24.30
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Mfa Finl (MFA) 0.1 $1.9M +23% 169k 11.41
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T. Rowe Price (TROW) 0.1 $1.9M 16k 121.92
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Sap Se Spon Adr (SAP) 0.1 $1.9M 9.7k 195.02
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MetLife (MET) 0.1 $1.8M 24k 74.11
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Quanta Services (PWR) 0.1 $1.8M -3% 6.9k 259.81
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O'reilly Automotive (ORLY) 0.1 $1.8M 1.6k 1128.88
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $1.8M -49% 9.3k 191.88
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First Ctzns Bancshares Inc N Cl A (FCNCA) 0.1 $1.8M 1.1k 1635.00
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Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.1 $1.8M 12k 148.44
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Applied Optoelectronics (AAOI) 0.1 $1.8M NEW 128k 13.86
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Dupont De Nemours (DD) 0.1 $1.7M 23k 76.67
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First Community Corporation (FCCO) 0.1 $1.7M +6% 99k 17.43
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.7M -48% 41k 41.77
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Consolidated Edison (ED) 0.1 $1.7M +4% 19k 90.81
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Prudential Financial (PRU) 0.1 $1.7M -2% 15k 117.40
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LTC Properties (LTC) 0.1 $1.7M 52k 32.51
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Wynn Resorts (WYNN) 0.1 $1.7M -3% 17k 102.23
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Wec Energy Group (WEC) 0.1 $1.7M +7% 20k 82.12
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Archer Daniels Midland Company (ADM) 0.1 $1.7M +29% 26k 62.81
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Technipfmc (FTI) 0.1 $1.6M 66k 25.11
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Lexington Realty Trust (LXP) 0.1 $1.6M 182k 9.02
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $1.6M +7% 17k 93.05
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Roper Industries (ROP) 0.1 $1.6M +3% 2.9k 560.93
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $1.6M +112% 22k 73.15
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Gambling Com Group Ordinary Shares (GAMB) 0.1 $1.6M 174k 9.13
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Past Filings by Independent Advisor Alliance

SEC 13F filings are viewable for Independent Advisor Alliance going back to 2016

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