Independent Advisor Alliance
Latest statistics and disclosures from Independent Advisor Alliance's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, AAPL, ABCB, MSFT, VTEB, and represent 25.22% of Independent Advisor Alliance's stock portfolio.
- Added to shares of these 10 stocks: VTI (+$99M), VTEB (+$47M), VXUS (+$33M), VOO (+$26M), VEU (+$19M), VEA (+$13M), ABCB (+$11M), VXF (+$5.8M), NVDA (+$5.3M), BND.
- Started 63 new stock positions in MASI, VOE, CME, SPYV, STNE, PSA, SPTI, UVV, DBC, NTES.
- Reduced shares in these 10 stocks: ANET, FTNT, FCX, ENPH, CSX, CLF, MRK, HD, MP, AAPL.
- Sold out of its positions in Activision Blizzard, AEHR, BUD, CDMO, GOLD, BXMT, CLF, EDIT, FL, FNV.
- Independent Advisor Alliance was a net buyer of stock by $321M.
- Independent Advisor Alliance has $2.8B in assets under management (AUM), dropping by 26.59%.
- Central Index Key (CIK): 0001696899
Tip: Access up to 7 years of quarterly data
Positions held by Independent Advisor Alliance consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Independent Advisor Alliance
Independent Advisor Alliance holds 677 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Independent Advisor Alliance has 677 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Independent Advisor Alliance Dec. 31, 2023 positions
- Download the Independent Advisor Alliance December 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Vanguard Index Fds Total Stk Mkt (VTI) | 7.0 | $196M | +102% | 826k | 237.22 |
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Apple (AAPL) | 6.3 | $177M | 917k | 192.53 |
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Ameris Ban (ABCB) | 4.8 | $133M | +8% | 2.5M | 53.05 |
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Microsoft Corporation (MSFT) | 4.2 | $117M | 311k | 376.04 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 3.0 | $83M | +127% | 1.6M | 51.05 |
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Amazon (AMZN) | 2.9 | $83M | +2% | 543k | 151.94 |
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 2.3 | $64M | +107% | 1.1M | 57.96 |
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NVIDIA Corporation (NVDA) | 1.9 | $54M | +10% | 109k | 495.22 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.8 | $52M | +97% | 118k | 436.80 |
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Advanced Micro Devices (AMD) | 1.5 | $43M | 294k | 147.41 |
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.3 | $38M | +99% | 670k | 56.14 |
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Home Depot (HD) | 1.3 | $36M | -3% | 104k | 346.55 |
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Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $36M | 258k | 139.69 |
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Alphabet Cap Stk Cl C (GOOG) | 1.2 | $35M | +4% | 247k | 140.93 |
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JPMorgan Chase & Co. (JPM) | 1.2 | $33M | +3% | 193k | 170.10 |
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Coca-Cola Company (KO) | 1.2 | $33M | +2% | 554k | 58.93 |
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Tesla Motors (TSLA) | 1.0 | $29M | +3% | 116k | 248.48 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $26M | +100% | 549k | 47.90 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $26M | +3% | 73k | 356.66 |
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McDonald's Corporation (MCD) | 0.9 | $25M | +3% | 85k | 296.51 |
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Mitek Sys Com New (MITK) | 0.9 | $24M | +2% | 1.8M | 13.04 |
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Johnson & Johnson (JNJ) | 0.8 | $24M | 151k | 156.74 |
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Chevron Corporation (CVX) | 0.8 | $24M | +3% | 158k | 149.16 |
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Visa Com Cl A (V) | 0.8 | $22M | +14% | 84k | 260.35 |
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Exxon Mobil Corporation (XOM) | 0.8 | $22M | +3% | 216k | 99.98 |
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Costco Wholesale Corporation (COST) | 0.8 | $21M | +4% | 33k | 660.07 |
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Meta Platforms Cl A (META) | 0.7 | $21M | +2% | 58k | 353.96 |
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Procter & Gamble Company (PG) | 0.7 | $21M | 140k | 146.54 |
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Broadcom (AVGO) | 0.7 | $19M | +8% | 17k | 1116.25 |
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UnitedHealth (UNH) | 0.7 | $19M | +14% | 36k | 526.47 |
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Eli Lilly & Co. (LLY) | 0.7 | $19M | 32k | 582.92 |
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Abbvie (ABBV) | 0.7 | $19M | 121k | 154.97 |
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Spdr Gold Tr Gold Shs (GLD) | 0.7 | $19M | +32% | 98k | 191.17 |
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Pepsi (PEP) | 0.6 | $18M | 105k | 169.84 |
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Wal-Mart Stores (WMT) | 0.6 | $18M | +7% | 111k | 157.65 |
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Caterpillar (CAT) | 0.6 | $17M | 57k | 295.67 |
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Lowe's Companies (LOW) | 0.4 | $13M | +2% | 57k | 222.55 |
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Bank of America Corporation (BAC) | 0.4 | $12M | -2% | 348k | 33.67 |
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Duke Energy Corp Com New (DUK) | 0.4 | $12M | 120k | 97.04 |
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Arista Networks (ANET) | 0.4 | $12M | -23% | 50k | 235.51 |
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Chubb (CB) | 0.4 | $12M | 52k | 226.00 |
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Vanguard Index Fds Extend Mkt Etf (VXF) | 0.4 | $12M | +98% | 71k | 164.42 |
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Cintas Corporation (CTAS) | 0.4 | $11M | -6% | 19k | 602.66 |
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Illinois Tool Works (ITW) | 0.4 | $11M | -3% | 42k | 261.94 |
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Union Pacific Corporation (UNP) | 0.4 | $11M | +4% | 43k | 245.62 |
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Netflix (NFLX) | 0.4 | $11M | -5% | 22k | 486.89 |
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United Parcel Service CL B (UPS) | 0.4 | $11M | 67k | 157.23 |
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Honeywell International (HON) | 0.4 | $10M | -2% | 50k | 209.71 |
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Lockheed Martin Corporation (LMT) | 0.4 | $10M | -5% | 23k | 453.24 |
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ConocoPhillips (COP) | 0.4 | $10M | +2% | 89k | 116.07 |
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Mastercard Incorporated Cl A (MA) | 0.4 | $10M | 24k | 426.51 |
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Hershey Company (HSY) | 0.4 | $9.9M | +2% | 53k | 186.44 |
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Waste Management (WM) | 0.3 | $9.7M | 54k | 179.10 |
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Travelers Companies (TRV) | 0.3 | $9.7M | 51k | 190.49 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $9.5M | -7% | 27k | 350.91 |
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Simon Property (SPG) | 0.3 | $9.5M | 66k | 142.64 |
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Blackstone Group Inc Com Cl A (BX) | 0.3 | $9.4M | 72k | 130.92 |
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Truist Financial Corp equities (TFC) | 0.3 | $9.0M | +34% | 244k | 36.92 |
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Adobe Systems Incorporated (ADBE) | 0.3 | $8.8M | +13% | 15k | 596.60 |
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Southern Company (SO) | 0.3 | $8.7M | 124k | 70.12 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $8.6M | +117% | 117k | 73.55 |
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Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.3 | $8.0M | +100% | 99k | 81.37 |
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International Business Machines (IBM) | 0.3 | $8.0M | 49k | 163.55 |
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Linde SHS (LIN) | 0.3 | $7.9M | 19k | 410.72 |
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Abbott Laboratories (ABT) | 0.3 | $7.9M | -5% | 72k | 110.07 |
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salesforce (CRM) | 0.3 | $7.8M | 30k | 263.14 |
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Vanguard Index Fds Value Etf (VTV) | 0.3 | $7.7M | +108% | 52k | 149.50 |
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.3 | $7.5M | +91% | 152k | 49.37 |
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Expeditors International of Washington (EXPD) | 0.3 | $7.5M | -5% | 59k | 127.20 |
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Parker-Hannifin Corporation (PH) | 0.3 | $7.5M | +8% | 16k | 460.70 |
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Nextera Energy (NEE) | 0.3 | $7.3M | +8% | 120k | 60.74 |
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L3harris Technologies (LHX) | 0.3 | $7.2M | -4% | 34k | 210.62 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $7.2M | +43% | 45k | 157.80 |
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Merck & Co (MRK) | 0.3 | $7.0M | -15% | 64k | 109.02 |
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Thermo Fisher Scientific (TMO) | 0.2 | $7.0M | +25% | 13k | 530.81 |
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Broadridge Financial Solutions (BR) | 0.2 | $6.8M | -8% | 33k | 205.75 |
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Novo-nordisk A S Adr (NVO) | 0.2 | $6.8M | +10% | 66k | 103.45 |
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Boeing Company (BA) | 0.2 | $6.8M | -3% | 26k | 260.66 |
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Palo Alto Networks (PANW) | 0.2 | $6.7M | 23k | 294.88 |
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Amgen (AMGN) | 0.2 | $6.6M | 23k | 288.01 |
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American Express Company (AXP) | 0.2 | $6.5M | +2% | 35k | 187.34 |
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Verizon Communications (VZ) | 0.2 | $6.5M | -3% | 171k | 37.70 |
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Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $6.2M | +26% | 62k | 100.27 |
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IDEX Corporation (IEX) | 0.2 | $6.1M | 28k | 217.11 |
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Qualcomm (QCOM) | 0.2 | $5.9M | +4% | 41k | 144.63 |
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Philip Morris International (PM) | 0.2 | $5.7M | +4% | 60k | 94.08 |
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General Dynamics Corporation (GD) | 0.2 | $5.7M | +6% | 22k | 259.67 |
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.2 | $5.5M | 114k | 48.32 |
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S&p Global (SPGI) | 0.2 | $5.4M | 12k | 440.51 |
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Metropcs Communications (TMUS) | 0.2 | $5.3M | +7% | 33k | 160.33 |
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Super Micro Computer (SMCI) | 0.2 | $5.3M | +28% | 19k | 284.26 |
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Altria (MO) | 0.2 | $5.3M | -3% | 130k | 40.34 |
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Intuit (INTU) | 0.2 | $5.2M | 8.4k | 625.05 |
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Fs Kkr Capital Corp (FSK) | 0.2 | $5.2M | +9% | 262k | 19.97 |
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Mondelez Intl Cl A (MDLZ) | 0.2 | $5.2M | 72k | 72.43 |
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Walt Disney Company (DIS) | 0.2 | $5.2M | 58k | 90.29 |
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Target Corporation (TGT) | 0.2 | $5.2M | +18% | 36k | 142.42 |
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CVS Caremark Corporation (CVS) | 0.2 | $5.1M | 65k | 78.96 |
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United Rentals (URI) | 0.2 | $5.1M | +15% | 8.9k | 573.41 |
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Paypal Holdings (PYPL) | 0.2 | $5.0M | +57% | 82k | 61.41 |
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Nike CL B (NKE) | 0.2 | $5.0M | +5% | 46k | 108.57 |
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Pfizer (PFE) | 0.2 | $4.8M | -4% | 166k | 28.79 |
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Delta Air Lines Inc Del Com New (DAL) | 0.2 | $4.8M | +91% | 118k | 40.23 |
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Texas Instruments Incorporated (TXN) | 0.2 | $4.7M | +27% | 28k | 170.46 |
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Dimensional Etf Trust Us Equity Etf (DFUS) | 0.2 | $4.7M | +14% | 91k | 51.83 |
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Vanguard World Mega Cap Index (MGC) | 0.2 | $4.7M | +100% | 28k | 169.28 |
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Chipotle Mexican Grill (CMG) | 0.2 | $4.5M | 2.0k | 2286.96 |
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First Tr Exchange Traded Finls Alphadex (FXO) | 0.2 | $4.5M | 105k | 43.29 |
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Comcast Corp Cl A (CMCSA) | 0.2 | $4.5M | +47% | 103k | 43.85 |
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Paccar (PCAR) | 0.2 | $4.5M | 46k | 97.65 |
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Medtronic SHS (MDT) | 0.2 | $4.5M | -4% | 54k | 82.38 |
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Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $4.4M | +57% | 5.8k | 756.93 |
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Air Products & Chemicals (APD) | 0.2 | $4.4M | +6% | 16k | 273.80 |
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Starbucks Corporation (SBUX) | 0.2 | $4.4M | 45k | 96.01 |
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Micron Technology (MU) | 0.2 | $4.2M | -9% | 50k | 85.34 |
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Anthem (ELV) | 0.2 | $4.2M | 8.9k | 471.58 |
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Phillips 66 (PSX) | 0.2 | $4.2M | +2% | 32k | 133.14 |
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Cisco Systems (CSCO) | 0.1 | $4.1M | 82k | 50.52 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $4.1M | +2% | 39k | 105.23 |
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First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.1 | $4.1M | 26k | 158.06 |
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Seven Hills Realty Trust (SEVN) | 0.1 | $4.0M | -16% | 313k | 12.94 |
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First Tr Exchange Traded Consumr Staple (FXG) | 0.1 | $4.0M | 64k | 63.09 |
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At&t (T) | 0.1 | $4.0M | -6% | 237k | 16.78 |
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Sherwin-Williams Company (SHW) | 0.1 | $3.9M | -10% | 13k | 311.90 |
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First Tr Value Line Divid In SHS (FVD) | 0.1 | $3.9M | 96k | 40.56 |
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Intel Corporation (INTC) | 0.1 | $3.8M | -7% | 77k | 50.25 |
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Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $3.8M | 7.00 | 542625.00 |
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Oaktree Specialty Lending Corp (OCSL) | 0.1 | $3.7M | 182k | 20.42 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $3.7M | +28% | 7.8k | 475.32 |
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TJX Companies (TJX) | 0.1 | $3.7M | +17% | 39k | 93.81 |
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Occidental Petroleum Corporation (OXY) | 0.1 | $3.6M | -12% | 61k | 59.71 |
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Applied Materials (AMAT) | 0.1 | $3.6M | 22k | 162.07 |
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Schwab Charles Family Amt Tax Free Mny (SCTXX) | 0.1 | $3.5M | -11% | 3.5M | 1.00 |
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FedEx Corporation (FDX) | 0.1 | $3.5M | +3% | 14k | 252.97 |
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Morgan Stanley Com New (MS) | 0.1 | $3.5M | -3% | 37k | 93.25 |
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Servicenow (NOW) | 0.1 | $3.4M | 4.9k | 706.41 |
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $3.4M | +13% | 41k | 82.96 |
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Wells Fargo & Company (WFC) | 0.1 | $3.4M | 69k | 49.22 |
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Deere & Company (DE) | 0.1 | $3.4M | -8% | 8.5k | 399.89 |
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Clorox Company (CLX) | 0.1 | $3.4M | -6% | 24k | 142.59 |
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Iron Mountain (IRM) | 0.1 | $3.4M | 48k | 69.98 |
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Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $3.4M | +106% | 182k | 18.54 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $3.3M | +104% | 81k | 41.10 |
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CSX Corporation (CSX) | 0.1 | $3.3M | -29% | 96k | 34.67 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $3.3M | +101% | 18k | 179.97 |
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Brown & Brown (BRO) | 0.1 | $3.3M | -9% | 47k | 71.11 |
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Descartes Sys Grp (DSGX) | 0.1 | $3.3M | 39k | 84.06 |
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AFLAC Incorporated (AFL) | 0.1 | $3.3M | -13% | 40k | 82.50 |
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Intuitive Surgical Com New (ISRG) | 0.1 | $3.3M | 9.6k | 337.36 |
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $3.3M | +3% | 58k | 55.67 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $3.2M | 6.8k | 477.62 |
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Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $3.2M | +5% | 233k | 13.80 |
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Enbridge (ENB) | 0.1 | $3.2M | 88k | 36.02 |
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Oracle Corporation (ORCL) | 0.1 | $3.1M | -6% | 30k | 105.43 |
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Analog Devices (ADI) | 0.1 | $3.1M | -4% | 16k | 198.56 |
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Raytheon Technologies Corp (RTX) | 0.1 | $3.1M | -10% | 37k | 84.14 |
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Enterprise Products Partners (EPD) | 0.1 | $3.0M | 115k | 26.35 |
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Automatic Data Processing (ADP) | 0.1 | $3.0M | +8% | 13k | 232.98 |
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Eaton Corp SHS (ETN) | 0.1 | $3.0M | +11% | 12k | 240.82 |
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Dominion Resources (D) | 0.1 | $2.9M | +20% | 63k | 47.00 |
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W.R. Berkley Corporation (WRB) | 0.1 | $2.9M | +8% | 42k | 70.72 |
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Cloudflare Cl A Com (NET) | 0.1 | $2.9M | +2% | 35k | 83.26 |
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BlackRock (BLK) | 0.1 | $2.9M | 3.6k | 811.82 |
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Dover Corporation (DOV) | 0.1 | $2.8M | -10% | 19k | 153.81 |
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Verisk Analytics (VRSK) | 0.1 | $2.8M | 12k | 238.85 |
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Northrop Grumman Corporation (NOC) | 0.1 | $2.8M | 6.0k | 468.11 |
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Ubs Group SHS (UBS) | 0.1 | $2.8M | -4% | 90k | 30.90 |
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Genuine Parts Company (GPC) | 0.1 | $2.7M | -6% | 20k | 138.51 |
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Pioneer Natural Resources (PXD) | 0.1 | $2.7M | +3% | 12k | 224.87 |
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Emerson Electric (EMR) | 0.1 | $2.7M | -11% | 28k | 97.33 |
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The Trade Desk Com Cl A (TTD) | 0.1 | $2.7M | +7% | 37k | 71.96 |
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Bwx Technologies (BWXT) | 0.1 | $2.7M | 35k | 76.73 |
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Xpo Logistics Inc equity (XPO) | 0.1 | $2.7M | +44% | 30k | 87.59 |
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Cheniere Energy Com New (LNG) | 0.1 | $2.6M | 16k | 170.71 |
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Textron (TXT) | 0.1 | $2.6M | +2% | 33k | 80.42 |
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EOG Resources (EOG) | 0.1 | $2.6M | +6% | 22k | 120.95 |
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Valero Energy Corporation (VLO) | 0.1 | $2.6M | +4% | 20k | 130.00 |
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Church & Dwight (CHD) | 0.1 | $2.6M | -10% | 28k | 94.56 |
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Nucor Corporation (NUE) | 0.1 | $2.6M | -3% | 15k | 174.04 |
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Kimberly-Clark Corporation (KMB) | 0.1 | $2.6M | -7% | 21k | 121.51 |
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Palantir Technologies Cl A (PLTR) | 0.1 | $2.5M | +310% | 149k | 17.17 |
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Colgate-Palmolive Company (CL) | 0.1 | $2.5M | -15% | 32k | 79.71 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $2.5M | 23k | 108.25 |
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Vale S A Sponsored Ads (VALE) | 0.1 | $2.5M | +3% | 155k | 15.86 |
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Rithm Capital Corp Com New (RITM) | 0.1 | $2.5M | +10% | 230k | 10.68 |
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PNC Financial Services (PNC) | 0.1 | $2.4M | 16k | 154.85 |
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Shopify Cl A (SHOP) | 0.1 | $2.4M | +11% | 31k | 77.90 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $2.4M | +100% | 11k | 213.33 |
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Rbc Cad (RY) | 0.1 | $2.4M | +491% | 24k | 101.13 |
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South State Corporation (SSB) | 0.1 | $2.4M | 28k | 84.45 |
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General Electric Com New (GE) | 0.1 | $2.4M | +28% | 19k | 127.63 |
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Citigroup Com New (C) | 0.1 | $2.4M | +3% | 46k | 51.44 |
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Biogen Idec (BIIB) | 0.1 | $2.3M | +4% | 9.1k | 258.77 |
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Livent Corp | 0.1 | $2.3M | NEW | 130k | 17.98 |
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Republic Services (RSG) | 0.1 | $2.3M | -22% | 14k | 164.91 |
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Mccormick & Co Com Non Vtg (MKC) | 0.1 | $2.3M | -13% | 33k | 68.42 |
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Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $2.2M | 8.6k | 255.32 |
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Booking Holdings (BKNG) | 0.1 | $2.2M | 613.00 | 3549.05 |
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First Tr Exchange-traded Limited Duration (FSIG) | 0.1 | $2.2M | 114k | 18.96 |
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Dorchester Minerals Com Unit (DMLP) | 0.1 | $2.1M | -2% | 67k | 31.83 |
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Rli (RLI) | 0.1 | $2.1M | +4% | 16k | 133.12 |
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Norfolk Southern (NSC) | 0.1 | $2.1M | +9% | 8.9k | 236.37 |
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3M Company (MMM) | 0.1 | $2.1M | -20% | 19k | 109.32 |
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Becton, Dickinson and (BDX) | 0.1 | $2.1M | -24% | 8.5k | 243.83 |
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Goldman Sachs (GS) | 0.1 | $2.1M | -10% | 5.4k | 385.75 |
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Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.1 | $2.1M | +100% | 27k | 77.49 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.1M | 29k | 70.35 |
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First Community Corporation (FCCO) | 0.1 | $2.0M | 94k | 21.53 |
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Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $2.0M | -5% | 4.1k | 489.99 |
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BP Sponsored Adr (BP) | 0.1 | $2.0M | -5% | 56k | 35.40 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.0M | +100% | 12k | 170.41 |
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American Electric Power Company (AEP) | 0.1 | $2.0M | +8% | 24k | 81.22 |
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Dow (DOW) | 0.1 | $1.9M | 35k | 54.84 |
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Synopsys (SNPS) | 0.1 | $1.9M | -2% | 3.8k | 514.91 |
|
Netease Sponsored Ads (NTES) | 0.1 | $1.9M | NEW | 20k | 93.18 |
|
Devon Energy Corporation (DVN) | 0.1 | $1.9M | +40% | 42k | 45.30 |
|
Texas Pacific Land Corp (TPL) | 0.1 | $1.9M | -2% | 1.2k | 1572.45 |
|
Spdr Ser Tr S&p Regl Bkg (KRE) | 0.1 | $1.9M | 45k | 41.77 |
|
|
Us Bancorp Del Com New (USB) | 0.1 | $1.9M | -13% | 43k | 43.28 |
|
First Tr Morningstar Divid L SHS (FDL) | 0.1 | $1.8M | +22% | 51k | 35.88 |
|
Lexington Realty Trust (LXP) | 0.1 | $1.8M | 182k | 9.92 |
|
|
Ishares Tr Core Msci Total (IXUS) | 0.1 | $1.8M | 28k | 64.93 |
|
|
Stryker Corporation (SYK) | 0.1 | $1.8M | 6.0k | 299.45 |
|
|
Dupont De Nemours (DD) | 0.1 | $1.8M | -13% | 23k | 76.93 |
|
Zscaler Incorporated (ZS) | 0.1 | $1.8M | -22% | 8.0k | 221.56 |
|
MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $1.8M | 48k | 36.72 |
|
|
Axis Cap Hldgs SHS (AXS) | 0.1 | $1.8M | 32k | 55.37 |
|
|
Uber Technologies (UBER) | 0.1 | $1.7M | -4% | 28k | 61.57 |
|
General Mills (GIS) | 0.1 | $1.7M | -2% | 26k | 65.14 |
|
Charles Schwab Corporation (SCHW) | 0.1 | $1.7M | +4% | 25k | 68.80 |
|
Gambling Com Group Ordinary Shares (GAMB) | 0.1 | $1.7M | 175k | 9.75 |
|
|
Suncor Energy (SU) | 0.1 | $1.7M | NEW | 53k | 32.04 |
|
T. Rowe Price (TROW) | 0.1 | $1.7M | -22% | 16k | 107.69 |
|
Bristol Myers Squibb (BMY) | 0.1 | $1.7M | -10% | 32k | 51.31 |
|
LTC Properties (LTC) | 0.1 | $1.6M | +4% | 51k | 32.12 |
|
Consolidated Edison (ED) | 0.1 | $1.6M | -14% | 18k | 90.97 |
|
MetLife (MET) | 0.1 | $1.6M | 24k | 66.13 |
|
|
Lam Research Corporation (LRCX) | 0.1 | $1.6M | +8% | 2.0k | 783.15 |
|
Wec Energy Group (WEC) | 0.1 | $1.6M | -2% | 19k | 84.17 |
|
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.6M | -13% | 21k | 76.13 |
|
Freeport-mcmoran CL B (FCX) | 0.1 | $1.6M | -53% | 37k | 42.57 |
|
Gxo Logistics Incorporated Common Stock (GXO) | 0.1 | $1.6M | +13% | 26k | 61.16 |
|
Wynn Resorts (WYNN) | 0.1 | $1.6M | +11% | 17k | 91.11 |
|
Quanta Services (PWR) | 0.1 | $1.5M | +102% | 7.2k | 215.79 |
|
Prudential Financial (PRU) | 0.1 | $1.5M | -9% | 15k | 103.71 |
|
Mfa Finl (MFA) | 0.1 | $1.5M | +23% | 137k | 11.27 |
|
First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.1 | $1.5M | -11% | 1.1k | 1418.97 |
|
Ford Motor Company (F) | 0.1 | $1.5M | +2% | 126k | 12.19 |
|
O'reilly Automotive (ORLY) | 0.1 | $1.5M | 1.6k | 950.08 |
|
|
Sap Se Spon Adr (SAP) | 0.1 | $1.5M | -4% | 9.9k | 154.58 |
|
Past Filings by Independent Advisor Alliance
SEC 13F filings are viewable for Independent Advisor Alliance going back to 2016
- 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
- Independent Advisor Alliance 2021 Q3 filed Nov. 1, 2021
- Independent Advisor Alliance 2021 Q2 filed Aug. 12, 2021
- Independent Advisor Alliance 2021 Q1 filed May 14, 2021
- Independent Advisor Alliance 2020 Q4 filed Feb. 11, 2021
- Independent Advisor Alliance 2020 Q3 filed Nov. 4, 2020
- Independent Advisor Alliance 2020 Q2 filed Aug. 6, 2020
- Independent Advisor Alliance 2020 Q1 filed May 14, 2020