Independent Advisor Alliance
Latest statistics and disclosures from Independent Advisor Alliance's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, VTI, ABCB, AMZN, and represent 22.73% of Independent Advisor Alliance's stock portfolio.
- Added to shares of these 10 stocks: ABCB (+$13M), KO (+$6.7M), TSLA (+$5.5M), VTI, MSFT, SLV, SCHW, PLTR, XOM, TXT.
- Started 42 new stock positions in OTTR, HPQ, ITT, RIG, SOUN, PERI, GRMN, VO, VGSH, WD.
- Reduced shares in these 10 stocks: UPST, TGT, SHW, META, RF, JWN, SEVN, CF, SGOV, ITOT.
- Sold out of its positions in ADMA, AA, BUD, AVTR, BBWI, BNL, CME, CZR, CNQ, Canadian Pacific Railway.
- Independent Advisor Alliance was a net buyer of stock by $57M.
- Independent Advisor Alliance has $2.3B in assets under management (AUM), dropping by 9.43%.
- Central Index Key (CIK): 0001696899
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Portfolio Holdings for Independent Advisor Alliance
Independent Advisor Alliance holds 667 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Independent Advisor Alliance has 667 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Independent Advisor Alliance June 30, 2023 positions
- Download the Independent Advisor Alliance June 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Apple (AAPL) | 8.0 | $181M | 931k | 193.97 |
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Microsoft Corporation (MSFT) | 4.5 | $103M | +3% | 303k | 340.54 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 3.7 | $83M | +6% | 377k | 220.28 |
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Ameris Ban (ABCB) | 3.5 | $79M | +19% | 2.3M | 34.21 |
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Amazon (AMZN) | 3.1 | $70M | 540k | 130.36 |
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NVIDIA Corporation (NVDA) | 1.8 | $41M | +2% | 97k | 423.02 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.5 | $34M | -2% | 677k | 50.22 |
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Home Depot (HD) | 1.5 | $34M | 109k | 310.64 |
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Advanced Micro Devices (AMD) | 1.4 | $32M | +2% | 284k | 113.91 |
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Coca-Cola Company (KO) | 1.4 | $32M | +26% | 528k | 60.22 |
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.4 | $31M | +4% | 550k | 56.08 |
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Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $30M | 251k | 119.70 |
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Tesla Motors (TSLA) | 1.3 | $29M | +23% | 112k | 261.77 |
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Alphabet Cap Stk Cl C (GOOG) | 1.3 | $29M | +2% | 238k | 120.97 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $27M | -2% | 80k | 341.00 |
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JPMorgan Chase & Co. (JPM) | 1.1 | $26M | +5% | 177k | 145.44 |
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Johnson & Johnson (JNJ) | 1.1 | $25M | 153k | 165.52 |
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McDonald's Corporation (MCD) | 1.1 | $24M | +2% | 80k | 298.41 |
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Chevron Corporation (CVX) | 1.0 | $24M | +2% | 149k | 157.35 |
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Procter & Gamble Company (PG) | 1.0 | $23M | 150k | 151.74 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $22M | +9% | 54k | 407.28 |
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Exxon Mobil Corporation (XOM) | 0.9 | $22M | +11% | 201k | 107.25 |
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Pepsi (PEP) | 0.9 | $20M | +2% | 108k | 185.22 |
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Mitek Sys Com New (MITK) | 0.9 | $20M | +3% | 1.8M | 10.84 |
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Visa Com Cl A (V) | 0.8 | $17M | -2% | 73k | 237.48 |
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.7 | $17M | 311k | 54.41 |
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Costco Wholesale Corporation (COST) | 0.7 | $17M | 31k | 538.38 |
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Abbvie (ABBV) | 0.7 | $17M | 124k | 134.73 |
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UnitedHealth (UNH) | 0.7 | $17M | +3% | 35k | 480.64 |
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Wal-Mart Stores (WMT) | 0.7 | $16M | 101k | 157.18 |
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Meta Platforms Cl A (META) | 0.7 | $16M | -10% | 55k | 286.98 |
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Caterpillar (CAT) | 0.6 | $15M | -2% | 59k | 246.05 |
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Eli Lilly & Co. (LLY) | 0.6 | $14M | +6% | 30k | 468.98 |
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Spdr Gold Tr Gold Shs (GLD) | 0.6 | $14M | -5% | 78k | 178.27 |
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United Parcel Service CL B (UPS) | 0.6 | $13M | -5% | 70k | 179.25 |
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Hershey Company (HSY) | 0.5 | $12M | +2% | 48k | 249.70 |
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Lowe's Companies (LOW) | 0.5 | $11M | -5% | 50k | 225.70 |
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Broadcom (AVGO) | 0.5 | $11M | +13% | 13k | 867.42 |
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Arista Networks (ANET) | 0.5 | $11M | -8% | 68k | 162.06 |
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Honeywell International (HON) | 0.5 | $11M | 52k | 207.50 |
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Duke Energy Corp Com New (DUK) | 0.5 | $11M | 119k | 89.74 |
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Lockheed Martin Corporation (LMT) | 0.5 | $11M | 23k | 460.38 |
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Chubb (CB) | 0.5 | $11M | 55k | 192.56 |
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Netflix (NFLX) | 0.5 | $11M | 24k | 440.48 |
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Illinois Tool Works (ITW) | 0.5 | $10M | 41k | 250.16 |
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Bank of America Corporation (BAC) | 0.5 | $10M | -7% | 357k | 28.69 |
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Cintas Corporation (CTAS) | 0.4 | $9.9M | -2% | 20k | 497.07 |
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Waste Management (WM) | 0.4 | $9.9M | 57k | 173.42 |
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Nike CL B (NKE) | 0.4 | $9.6M | 87k | 110.37 |
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Nextera Energy (NEE) | 0.4 | $9.3M | 125k | 74.20 |
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Merck & Co (MRK) | 0.4 | $9.2M | +6% | 80k | 115.39 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $9.1M | 30k | 308.58 |
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Mastercard Incorporated Cl A (MA) | 0.4 | $9.1M | 23k | 393.30 |
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ConocoPhillips (COP) | 0.4 | $9.0M | +10% | 87k | 103.61 |
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Travelers Companies (TRV) | 0.4 | $9.0M | 52k | 173.66 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $8.6M | +24% | 187k | 46.18 |
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L3harris Technologies (LHX) | 0.4 | $8.6M | 44k | 195.77 |
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Abbott Laboratories (ABT) | 0.4 | $8.5M | -12% | 78k | 109.02 |
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Union Pacific Corporation (UNP) | 0.4 | $8.5M | 41k | 204.62 |
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Expeditors International of Washington (EXPD) | 0.4 | $8.1M | -2% | 67k | 121.13 |
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Southern Company (SO) | 0.4 | $8.1M | 116k | 70.25 |
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Simon Property (SPG) | 0.3 | $7.6M | +3% | 66k | 115.48 |
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Linde SHS (LIN) | 0.3 | $7.5M | -2% | 20k | 381.07 |
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Broadridge Financial Solutions (BR) | 0.3 | $7.3M | 44k | 165.63 |
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Verizon Communications (VZ) | 0.3 | $7.1M | 191k | 37.19 |
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Pfizer (PFE) | 0.3 | $6.7M | -16% | 183k | 36.68 |
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salesforce (CRM) | 0.3 | $6.4M | +40% | 30k | 211.26 |
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Adobe Systems Incorporated (ADBE) | 0.3 | $6.4M | 13k | 488.99 |
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International Business Machines (IBM) | 0.3 | $6.2M | 47k | 133.81 |
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IDEX Corporation (IEX) | 0.3 | $6.1M | 28k | 215.26 |
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Ishares Silver Tr Ishares (SLV) | 0.3 | $5.9M | +95% | 284k | 20.89 |
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Boeing Company (BA) | 0.3 | $5.8M | +6% | 28k | 211.16 |
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Parker-Hannifin Corporation (PH) | 0.3 | $5.8M | +33% | 15k | 390.03 |
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Altria (MO) | 0.3 | $5.8M | +2% | 127k | 45.30 |
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American Express Company (AXP) | 0.3 | $5.7M | +6% | 33k | 174.20 |
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Starbucks Corporation (SBUX) | 0.2 | $5.5M | 55k | 99.06 |
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Palo Alto Networks (PANW) | 0.2 | $5.4M | 21k | 255.51 |
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Blackstone Group Inc Com Cl A (BX) | 0.2 | $5.4M | -2% | 58k | 92.97 |
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Philip Morris International (PM) | 0.2 | $5.4M | +2% | 55k | 97.62 |
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.2 | $5.3M | +5% | 111k | 47.67 |
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CVS Caremark Corporation (CVS) | 0.2 | $5.3M | 77k | 69.13 |
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General Dynamics Corporation (GD) | 0.2 | $5.3M | +9% | 25k | 215.15 |
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Thermo Fisher Scientific (TMO) | 0.2 | $5.2M | +46% | 10k | 521.75 |
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Truist Financial Corp equities (TFC) | 0.2 | $5.2M | +5% | 171k | 30.35 |
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Seven Hills Realty Trust (SEVN) | 0.2 | $5.1M | -23% | 495k | 10.26 |
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Walt Disney Company (DIS) | 0.2 | $5.1M | -5% | 57k | 89.28 |
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Amgen (AMGN) | 0.2 | $4.8M | 22k | 222.02 |
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Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $4.8M | -23% | 48k | 100.63 |
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S&p Global (SPGI) | 0.2 | $4.8M | +6% | 12k | 400.88 |
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Genuine Parts Company (GPC) | 0.2 | $4.8M | -4% | 28k | 169.23 |
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Medtronic SHS (MDT) | 0.2 | $4.7M | -2% | 54k | 88.10 |
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Cisco Systems (CSCO) | 0.2 | $4.7M | +4% | 91k | 51.74 |
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Raytheon Technologies Corp (RTX) | 0.2 | $4.7M | -6% | 48k | 97.96 |
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Mondelez Intl Cl A (MDLZ) | 0.2 | $4.6M | -6% | 63k | 72.94 |
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Qualcomm (QCOM) | 0.2 | $4.6M | +2% | 38k | 119.04 |
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Air Products & Chemicals (APD) | 0.2 | $4.6M | +7% | 15k | 299.53 |
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Novo-nordisk A S Adr (NVO) | 0.2 | $4.4M | -9% | 27k | 161.83 |
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Chipotle Mexican Grill (CMG) | 0.2 | $4.4M | 2.1k | 2139.00 |
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Metropcs Communications (TMUS) | 0.2 | $4.2M | +2% | 31k | 138.90 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $4.2M | +9% | 28k | 149.64 |
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First Tr Exchange-traded Dj Internt Idx (FDN) | 0.2 | $4.2M | +2% | 26k | 162.99 |
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Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $4.2M | 28k | 148.83 |
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At&t (T) | 0.2 | $4.2M | -8% | 260k | 15.95 |
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Anthem (ELV) | 0.2 | $4.0M | -2% | 9.1k | 444.31 |
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Sherwin-Williams Company (SHW) | 0.2 | $4.0M | -31% | 15k | 265.52 |
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Occidental Petroleum Corporation (OXY) | 0.2 | $4.0M | +10% | 69k | 58.80 |
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Texas Instruments Incorporated (TXN) | 0.2 | $4.0M | 22k | 180.02 |
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Fs Kkr Capital Corp (FSK) | 0.2 | $4.0M | 209k | 19.18 |
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TJX Companies (TJX) | 0.2 | $3.9M | 46k | 84.79 |
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Oracle Corporation (ORCL) | 0.2 | $3.9M | +11% | 33k | 119.09 |
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First Tr Exchange Traded Finls Alphadex (FXO) | 0.2 | $3.9M | +28% | 103k | 37.70 |
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First Tr Exchange Traded Consumr Staple (FXG) | 0.2 | $3.8M | +4% | 61k | 62.65 |
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Target Corporation (TGT) | 0.2 | $3.8M | -39% | 29k | 131.90 |
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Intel Corporation (INTC) | 0.2 | $3.8M | +13% | 113k | 33.44 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $3.8M | -27% | 39k | 97.84 |
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JetBlue Airways Corporation (JBLU) | 0.2 | $3.7M | 423k | 8.86 |
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First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.2 | $3.7M | +8% | 24k | 153.14 |
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $3.7M | +40% | 72k | 51.70 |
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Deere & Company (DE) | 0.2 | $3.7M | 9.1k | 405.18 |
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Intuit (INTU) | 0.2 | $3.7M | -5% | 8.0k | 458.19 |
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Fortinet (FTNT) | 0.2 | $3.7M | +2% | 49k | 75.59 |
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Oaktree Specialty Lending Corp (OCSL) | 0.2 | $3.6M | 187k | 19.43 |
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Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $3.6M | +16% | 7.00 | 517810.00 |
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First Tr Value Line Divid In SHS (FVD) | 0.2 | $3.6M | +7% | 90k | 40.09 |
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Wells Fargo & Company (WFC) | 0.2 | $3.6M | -2% | 84k | 42.68 |
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Brown & Brown (BRO) | 0.2 | $3.5M | 51k | 68.84 |
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Shopify Cl A (SHOP) | 0.2 | $3.5M | +84% | 55k | 64.60 |
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Morgan Stanley Com New (MS) | 0.2 | $3.4M | +16% | 40k | 85.40 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $3.4M | +50% | 47k | 72.69 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $3.4M | 7.7k | 445.70 |
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Enbridge (ENB) | 0.1 | $3.3M | 89k | 37.15 |
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Colgate-Palmolive Company (CL) | 0.1 | $3.3M | -9% | 43k | 77.04 |
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AFLAC Incorporated (AFL) | 0.1 | $3.2M | 46k | 69.80 |
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Mccormick & Co Com Non Vtg (MKC) | 0.1 | $3.2M | -10% | 37k | 87.23 |
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Intuitive Surgical Com New (ISRG) | 0.1 | $3.2M | +4% | 9.3k | 341.94 |
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CSX Corporation (CSX) | 0.1 | $3.1M | 92k | 34.10 |
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Dover Corporation (DOV) | 0.1 | $3.1M | -7% | 21k | 147.65 |
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Charles Schwab Corporation (SCHW) | 0.1 | $3.1M | +334% | 55k | 56.68 |
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Analog Devices (ADI) | 0.1 | $3.1M | 16k | 194.81 |
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Descartes Sys Grp (DSGX) | 0.1 | $3.1M | -24% | 39k | 80.11 |
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United Rentals (URI) | 0.1 | $3.1M | +11% | 7.0k | 445.40 |
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Church & Dwight (CHD) | 0.1 | $3.0M | -2% | 30k | 100.23 |
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Emerson Electric (EMR) | 0.1 | $3.0M | -8% | 33k | 90.39 |
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Northrop Grumman Corporation (NOC) | 0.1 | $3.0M | 6.5k | 455.78 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $2.9M | 6.6k | 443.29 |
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $2.9M | +20% | 59k | 48.88 |
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Becton, Dickinson and (BDX) | 0.1 | $2.9M | -2% | 11k | 264.02 |
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Micron Technology (MU) | 0.1 | $2.9M | -6% | 45k | 63.11 |
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Clorox Company (CLX) | 0.1 | $2.9M | -7% | 18k | 159.04 |
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Paypal Holdings (PYPL) | 0.1 | $2.8M | +3% | 43k | 66.73 |
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Servicenow (NOW) | 0.1 | $2.8M | +5% | 5.0k | 561.96 |
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Cloudflare Cl A Com (NET) | 0.1 | $2.8M | +170% | 43k | 65.37 |
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Delta Air Lines Inc Del Com New (DAL) | 0.1 | $2.8M | 58k | 47.54 |
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Automatic Data Processing (ADP) | 0.1 | $2.7M | +4% | 13k | 219.80 |
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The Trade Desk Com Cl A (TTD) | 0.1 | $2.7M | 35k | 77.22 |
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Palantir Technologies Cl A (PLTR) | 0.1 | $2.7M | +555% | 177k | 15.33 |
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Archer Daniels Midland Company (ADM) | 0.1 | $2.7M | +83% | 36k | 75.56 |
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Iron Mountain (IRM) | 0.1 | $2.7M | 47k | 56.82 |
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Comcast Corp Cl A (CMCSA) | 0.1 | $2.7M | -17% | 64k | 41.55 |
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Southwest Airlines (LUV) | 0.1 | $2.6M | 73k | 36.21 |
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Dominion Resources (D) | 0.1 | $2.6M | +6% | 51k | 51.79 |
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Kimberly-Clark Corporation (KMB) | 0.1 | $2.6M | +3% | 19k | 138.06 |
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Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $2.6M | +95% | 3.6k | 724.79 |
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Dow (DOW) | 0.1 | $2.6M | 48k | 53.26 |
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Verisk Analytics (VRSK) | 0.1 | $2.5M | -18% | 11k | 226.02 |
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Enterprise Products Partners (EPD) | 0.1 | $2.5M | 96k | 26.35 |
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Bristol Myers Squibb (BMY) | 0.1 | $2.5M | 40k | 63.95 |
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Nucor Corporation (NUE) | 0.1 | $2.5M | 15k | 163.98 |
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3M Company (MMM) | 0.1 | $2.5M | +3% | 25k | 100.09 |
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Bwx Technologies (BWXT) | 0.1 | $2.4M | +2% | 34k | 71.57 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $2.4M | +81% | 24k | 99.65 |
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EOG Resources (EOG) | 0.1 | $2.4M | 21k | 114.44 |
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Cheniere Energy Com New (LNG) | 0.1 | $2.4M | 16k | 152.36 |
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BlackRock (BLK) | 0.1 | $2.4M | -4% | 3.4k | 691.17 |
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Pioneer Natural Resources (PXD) | 0.1 | $2.3M | 11k | 207.19 |
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Citigroup Com New (C) | 0.1 | $2.3M | +2% | 50k | 46.04 |
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4068594 Enphase Energy (ENPH) | 0.1 | $2.3M | +196% | 14k | 167.48 |
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BP Sponsored Adr (BP) | 0.1 | $2.3M | 64k | 35.29 |
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T. Rowe Price (TROW) | 0.1 | $2.2M | +43% | 20k | 112.02 |
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General Mills (GIS) | 0.1 | $2.2M | 29k | 76.70 |
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Vanguard World Mega Cap Index (MGC) | 0.1 | $2.2M | 14k | 156.46 |
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C H Robinson Worldwide Com New (CHRW) | 0.1 | $2.2M | +22% | 23k | 94.35 |
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Biogen Idec (BIIB) | 0.1 | $2.1M | 7.3k | 284.85 |
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First Tr Exchange-traded Limited Duration (FSIG) | 0.1 | $2.1M | +4% | 112k | 18.62 |
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Dorchester Minerals Com Unit (DMLP) | 0.1 | $2.1M | 69k | 29.96 |
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W.R. Berkley Corporation (WRB) | 0.1 | $2.1M | -2% | 34k | 59.56 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $2.0M | -21% | 28k | 72.62 |
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Norfolk Southern (NSC) | 0.1 | $2.0M | +28% | 8.9k | 226.77 |
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Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $2.0M | -3% | 4.3k | 470.60 |
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FedEx Corporation (FDX) | 0.1 | $2.0M | +5% | 8.1k | 247.89 |
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Schwab Charles Family Amt Tax Free Mny | 0.1 | $2.0M | -16% | 2.0M | 1.00 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.0M | 29k | 67.50 |
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Rli (RLI) | 0.1 | $2.0M | -5% | 14k | 136.47 |
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Vale S A Sponsored Ads (VALE) | 0.1 | $2.0M | +12% | 146k | 13.42 |
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Ubs Group SHS (UBS) | 0.1 | $2.0M | -6% | 97k | 20.27 |
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Eaton Corp SHS (ETN) | 0.1 | $2.0M | +11% | 9.7k | 201.09 |
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SYSCO Corporation (SYY) | 0.1 | $2.0M | -17% | 26k | 74.20 |
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Consolidated Edison (ED) | 0.1 | $1.9M | -3% | 22k | 90.40 |
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Dollar Tree (DLTR) | 0.1 | $1.9M | -2% | 14k | 143.50 |
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Dupont De Nemours (DD) | 0.1 | $1.9M | 27k | 71.44 |
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Danaher Corporation (DHR) | 0.1 | $1.9M | 8.0k | 240.00 |
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Ford Motor Company (F) | 0.1 | $1.9M | 126k | 15.13 |
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Textron (TXT) | 0.1 | $1.9M | NEW | 28k | 67.63 |
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Nutrien (NTR) | 0.1 | $1.9M | +275% | 32k | 59.05 |
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Flowers Foods (FLO) | 0.1 | $1.9M | -9% | 76k | 24.88 |
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Lexington Realty Trust (LXP) | 0.1 | $1.9M | -3% | 193k | 9.75 |
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Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.9M | 13k | 142.10 |
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Stryker Corporation (SYK) | 0.1 | $1.9M | +3% | 6.1k | 305.08 |
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South State Corporation (SSB) | 0.1 | $1.9M | 28k | 65.80 |
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Applied Materials (AMAT) | 0.1 | $1.9M | +3% | 13k | 144.53 |
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Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $1.9M | 147k | 12.70 |
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PNC Financial Services (PNC) | 0.1 | $1.8M | +6% | 15k | 125.95 |
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Axis Cap Hldgs SHS (AXS) | 0.1 | $1.8M | -10% | 34k | 53.83 |
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Gambling Com Group Ordinary Shares (GAMB) | 0.1 | $1.8M | 176k | 10.24 |
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Us Bancorp Del Com New (USB) | 0.1 | $1.8M | +8% | 54k | 33.04 |
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Marathon Petroleum Corp (MPC) | 0.1 | $1.8M | 15k | 116.59 |
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Freeport-mcmoran CL B (FCX) | 0.1 | $1.7M | -9% | 44k | 40.00 |
|
Ishares Tr Core Msci Total (IXUS) | 0.1 | $1.7M | -13% | 28k | 62.62 |
|
Spdr Ser Tr S&p Regl Bkg (KRE) | 0.1 | $1.7M | +139% | 42k | 40.83 |
|
Okta Cl A (OKTA) | 0.1 | $1.7M | +173% | 25k | 69.35 |
|
Phillips 66 (PSX) | 0.1 | $1.7M | +9% | 18k | 95.38 |
|
Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $1.7M | +176% | 35k | 48.16 |
|
Carnival Corp Common Stock (CCL) | 0.1 | $1.7M | 90k | 18.83 |
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LTC Properties (LTC) | 0.1 | $1.7M | 51k | 33.02 |
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First Community Corporation (FCCO) | 0.1 | $1.7M | +4% | 96k | 17.36 |
|
Smucker J M Com New (SJM) | 0.1 | $1.6M | +29% | 11k | 147.66 |
|
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $1.6M | +92% | 46k | 35.65 |
|
Texas Pacific Land Corp (TPL) | 0.1 | $1.6M | 1.2k | 1316.51 |
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Rithm Capital Corp Com New (RITM) | 0.1 | $1.6M | +10% | 176k | 9.35 |
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Vulcan Materials Company (VMC) | 0.1 | $1.6M | +4% | 7.2k | 225.42 |
|
General Electric Com New (GE) | 0.1 | $1.6M | 15k | 109.85 |
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Wynn Resorts (WYNN) | 0.1 | $1.6M | +3% | 15k | 105.61 |
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Goldman Sachs (GS) | 0.1 | $1.6M | +3% | 5.0k | 322.51 |
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Booking Holdings (BKNG) | 0.1 | $1.6M | 597.00 | 2700.33 |
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Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $1.6M | -3% | 14k | 111.60 |
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Republic Services (RSG) | 0.1 | $1.6M | 10k | 153.18 |
|
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First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.1 | $1.6M | 1.2k | 1283.45 |
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Synopsys (SNPS) | 0.1 | $1.5M | -4% | 3.5k | 435.41 |
|
Airbnb Com Cl A (ABNB) | 0.1 | $1.5M | +2% | 12k | 128.16 |
|
Zscaler Incorporated (ZS) | 0.1 | $1.5M | 11k | 146.30 |
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PPG Industries (PPG) | 0.1 | $1.5M | 10k | 148.31 |
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Silgan Holdings (SLGN) | 0.1 | $1.5M | 32k | 46.89 |
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O'reilly Automotive (ORLY) | 0.1 | $1.5M | -13% | 1.6k | 955.30 |
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Franklin Resources (BEN) | 0.1 | $1.5M | +2% | 57k | 26.71 |
|
Leggett & Platt (LEG) | 0.1 | $1.5M | +12% | 51k | 29.62 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.5M | 9.1k | 165.40 |
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Walgreen Boots Alliance (WBA) | 0.1 | $1.5M | +5% | 53k | 28.49 |
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Ecolab (ECL) | 0.1 | $1.5M | -10% | 8.0k | 186.70 |
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Ringcentral Cl A (RNG) | 0.1 | $1.5M | NEW | 46k | 32.73 |
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Stanley Black & Decker (SWK) | 0.1 | $1.5M | -3% | 16k | 93.71 |
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Past Filings by Independent Advisor Alliance
SEC 13F filings are viewable for Independent Advisor Alliance going back to 2016
- 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
- Independent Advisor Alliance 2019 Q4 filed Feb. 7, 2020
- Independent Advisor Alliance 2019 Q3 filed Nov. 12, 2019