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Independent Advisor Alliance

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

Top 5 stock holdings are AAPL, NVDA, MSFT, ABCB, VTI, and represent 24.99% of Independent Advisor Alliance's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$134M), SPLG (+$7.3M), XOM (+$7.2M), LLY (+$6.4M), VTEB (+$6.1M), CMG (+$5.2M), ETN (+$5.1M), PGR, META, SCTXX.
Started 59 new stock positions in TOL, EVRG, VRT, ANSS, MRO, PAVE, GSBC, IMO, FTCS, CBOE.
Reduced shares in these 10 stocks: RSP (-$7.4M), ANET (-$6.5M), JNJ, ITW, CVX, , AFL, Pioneer Natural Resources, TRV, TSLA.
Sold out of its positions in AFL, ACMR, POWW, T, AKTS, AAL, APPN, Vpc Impact Acquisition Hld-a, BBAI, BOC.
Independent Advisor Alliance was a net buyer of stock by $194M.
Independent Advisor Alliance has $2.9B in assets under management (AUM), dropping by 5.40%.
Central Index Key (CIK): 0001696899

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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 June 2024 quarterly 13F filing

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

Sign up to view all of the Independent Advisor Alliance June 30, 2024 positions
Download the Independent Advisor Alliance June 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	6.6	$194M		921k	210.62	View chart
NVIDIA Corporation (NVDA)	5.1	$148M	+982%	1.2M	123.54	View chart
Microsoft Corporation (MSFT)	4.9	$143M	+2%	320k	446.95	View chart
Ameris Ban (ABCB)	4.4	$128M		2.5M	50.35	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.0	$118M		440k	267.51	View chart
Amazon (AMZN)	3.7	$109M		563k	193.25	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.9	$54M	+12%	1.1M	50.11	View chart
Advanced Micro Devices (AMD)	1.7	$49M		301k	162.21	View chart
Alphabet Cap Stk Cl C (GOOG)	1.7	$48M	+2%	264k	183.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$46M		255k	182.15	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.3	$39M		641k	60.30	View chart
Home Depot (HD)	1.3	$38M	+5%	109k	344.24	View chart
Eli Lilly & Co. (LLY)	1.2	$36M	+21%	40k	905.39	View chart
JPMorgan Chase & Co. (JPM)	1.2	$35M	-2%	174k	202.26	View chart
Meta Platforms Cl A (META)	1.2	$34M	+12%	68k	504.22	View chart
Coca-Cola Company (KO)	1.2	$34M	-4%	531k	63.65	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$33M	+6%	82k	406.80	View chart
Exxon Mobil Corporation (XOM)	1.1	$33M	+28%	284k	115.12	View chart
Broadcom (AVGO)	1.0	$29M	+6%	18k	1605.50	View chart
Costco Wholesale Corporation (COST)	1.0	$29M	+3%	34k	849.98	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$28M		57k	500.13	View chart
Wal-Mart Stores (WMT)	0.8	$22M		330k	67.71	View chart
Procter & Gamble Company (PG)	0.7	$22M		132k	164.92	View chart
Chevron Corporation (CVX)	0.7	$22M	-14%	139k	156.42	View chart
McDonald's Corporation (MCD)	0.7	$22M		84k	254.84	View chart
Mitek Sys Com New (MITK)	0.7	$21M	+2%	1.9M	11.18	View chart
Visa Com Cl A (V)	0.7	$21M		79k	262.47	View chart
Abbvie (ABBV)	0.7	$20M	+2%	117k	171.52	View chart
UnitedHealth (UNH)	0.7	$20M	+2%	39k	509.27	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.7	$19M		327k	58.64	View chart
Tesla Motors (TSLA)	0.6	$19M	-12%	94k	197.88	View chart
Pepsi (PEP)	0.6	$18M		107k	164.93	View chart
Caterpillar (CAT)	0.6	$17M	-3%	50k	333.10	View chart
Johnson & Johnson (JNJ)	0.6	$17M	-19%	113k	146.16	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$16M	-2%	75k	215.01	View chart
Netflix (NFLX)	0.5	$15M		22k	674.88	View chart
Cintas Corporation (CTAS)	0.5	$13M		19k	700.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$13M	-6%	258k	49.42	View chart
Mastercard Incorporated Cl A (MA)	0.4	$12M	+3%	28k	441.16	View chart
Lowe's Companies (LOW)	0.4	$12M	+3%	53k	220.46	View chart
Duke Energy Corp Com New (DUK)	0.4	$12M	-4%	117k	100.23	View chart
Super Micro Computer (SMCI)	0.4	$11M	+18%	14k	819.35	View chart
Adobe Systems Incorporated (ADBE)	0.4	$11M	-3%	20k	555.54	View chart
Lockheed Martin Corporation (LMT)	0.4	$11M	-4%	23k	467.10	View chart
Waste Management (WM)	0.4	$11M	-8%	50k	213.34	View chart
ConocoPhillips (COP)	0.4	$11M	+3%	93k	114.38	View chart
Simon Property (SPG)	0.4	$10M	-4%	69k	151.80	View chart
Novo-nordisk A S Adr (NVO)	0.3	$10M	+5%	70k	142.74	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$10M	+6%	26k	383.19	View chart
Truist Financial Corp equities (TFC)	0.3	$9.9M	+3%	255k	38.85	View chart
Southern Company (SO)	0.3	$9.8M	+4%	127k	77.57	View chart
International Business Machines (IBM)	0.3	$9.8M		56k	172.95	View chart
Arista Networks (ANET)	0.3	$9.7M	-40%	28k	350.48	View chart
Qualcomm (QCOM)	0.3	$9.7M	+10%	49k	199.18	View chart
Parker-Hannifin Corporation (PH)	0.3	$9.5M	+24%	19k	505.82	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$9.3M	+10%	31k	303.41	View chart
Chubb (CB)	0.3	$9.1M	-21%	36k	255.08	View chart
American Express Company (AXP)	0.3	$9.1M	+13%	39k	231.55	View chart
Nextera Energy (NEE)	0.3	$9.0M	+12%	128k	70.81	View chart
Honeywell International (HON)	0.3	$8.9M	-14%	42k	213.54	View chart
Merck & Co (MRK)	0.3	$8.5M		69k	123.80	View chart
salesforce (CRM)	0.3	$8.5M		33k	257.10	View chart
Eaton Corp SHS (ETN)	0.3	$8.4M	+157%	27k	313.55	View chart
Bank of America Corporation (BAC)	0.3	$8.4M	+4%	210k	39.77	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$8.2M	+2%	66k	123.80	View chart
Amgen (AMGN)	0.3	$8.2M	+12%	26k	312.45	View chart
Linde SHS (LIN)	0.3	$7.9M	+3%	18k	438.80	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$7.9M		47k	168.79	View chart
Hershey Company (HSY)	0.3	$7.8M	-15%	42k	183.83	View chart
Verizon Communications (VZ)	0.3	$7.6M	+6%	184k	41.24	View chart
Palo Alto Networks (PANW)	0.3	$7.5M		22k	339.01	View chart
Abbott Laboratories (ABT)	0.3	$7.3M		71k	103.91	View chart
Travelers Companies (TRV)	0.2	$7.3M	-27%	36k	203.34	View chart
Union Pacific Corporation (UNP)	0.2	$7.3M	-15%	32k	226.26	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.2	$7.3M	NEW	114k	64.00	View chart
Micron Technology (MU)	0.2	$6.9M	+10%	52k	131.53	View chart
Thermo Fisher Scientific (TMO)	0.2	$6.8M	+15%	12k	552.98	View chart
Philip Morris International (PM)	0.2	$6.7M	+6%	66k	101.33	View chart
Metropcs Communications (TMUS)	0.2	$6.7M	+9%	38k	176.18	View chart
Altria (MO)	0.2	$6.6M	+11%	145k	45.55	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$6.6M	+3%	138k	48.05	View chart
Expeditors International of Washington (EXPD)	0.2	$6.6M	-9%	53k	124.79	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$6.6M	+8%	162k	40.75	View chart
United Parcel Service CL B (UPS)	0.2	$6.3M	-27%	46k	136.85	View chart
Applied Materials (AMAT)	0.2	$6.3M	+16%	27k	235.99	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$6.1M	+66%	10.00	612241.00	View chart
Schwab Charles Family Amt Tax Free Mny (SCTXX)	0.2	$6.0M	+152%	6.0M	1.00	View chart
General Dynamics Corporation (GD)	0.2	$6.0M	+3%	21k	290.14	View chart
Pfizer (PFE)	0.2	$5.9M	+4%	211k	27.98	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$5.8M		5.7k	1022.80	View chart
Walt Disney Company (DIS)	0.2	$5.8M	+5%	59k	99.29	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$5.7M	-3%	79k	72.05	View chart
Fs Kkr Capital Corp (FSK)	0.2	$5.6M		286k	19.73	View chart
Intuit (INTU)	0.2	$5.5M		8.4k	657.19	View chart
L3harris Technologies (LHX)	0.2	$5.4M	-21%	24k	224.58	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$5.3M	+19%	9.7k	544.20	View chart
Chipotle Mexican Grill (CMG)	0.2	$5.3M	+4148%	85k	62.65	View chart
Oracle Corporation (ORCL)	0.2	$5.3M	+9%	37k	141.20	View chart
United Rentals (URI)	0.2	$5.3M	+3%	8.2k	646.71	View chart
Progressive Corporation (PGR)	0.2	$5.2M	+482%	25k	207.71	View chart
Texas Instruments Incorporated (TXN)	0.2	$5.0M	+14%	26k	194.53	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$4.9M	-7%	101k	48.67	View chart
Anthem (ELV)	0.2	$4.9M	-2%	9.0k	541.84	View chart
Target Corporation (TGT)	0.2	$4.9M	+6%	33k	148.04	View chart
TJX Companies (TJX)	0.2	$4.8M	-5%	44k	110.10	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$4.8M	+11%	30k	160.41	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.2	$4.8M	-15%	81k	58.85	View chart
Phillips 66 (PSX)	0.2	$4.7M	+4%	34k	141.17	View chart
Paccar (PCAR)	0.2	$4.7M		46k	102.94	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.2	$4.7M	+67%	88k	53.24	View chart
Analog Devices (ADI)	0.2	$4.7M	+30%	21k	228.26	View chart
S&p Global (SPGI)	0.2	$4.7M	-3%	10k	445.98	View chart
Servicenow (NOW)	0.2	$4.6M	+15%	5.8k	786.67	View chart
Broadridge Financial Solutions (BR)	0.2	$4.5M	-20%	23k	197.00	View chart
Vaneck Etf Trust Pharmaceutcl Etf (PPH)	0.2	$4.5M		49k	91.48	View chart
Iron Mountain (IRM)	0.2	$4.4M		49k	89.62	View chart
Citigroup Com New (C)	0.2	$4.4M	+9%	69k	63.46	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$4.4M	+5%	28k	153.99	View chart
Intuitive Surgical Com New (ISRG)	0.1	$4.3M		9.7k	444.85	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$4.3M	+7%	266k	16.22	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$4.3M	+57%	54k	79.93	View chart
Illinois Tool Works (ITW)	0.1	$4.3M	-47%	18k	236.96	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.1	$4.2M	-3%	90k	46.29	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$4.1M		63k	65.44	View chart
Microstrategy Cl A New (MSTR)	0.1	$4.1M	+44%	3.0k	1377.48	View chart
Brown & Brown (BRO)	0.1	$4.1M		46k	89.41	View chart
First Tr Exchange Traded Consumr Staple (FXG)	0.1	$4.1M	-3%	64k	64.44	View chart
Nike CL B (NKE)	0.1	$4.0M	+4%	53k	75.37	View chart
Comcast Corp Cl A (CMCSA)	0.1	$3.9M	-33%	100k	39.16	View chart
Seven Hills Realty Trust (SEVN)	0.1	$3.9M		308k	12.68	View chart
CVS Caremark Corporation (CVS)	0.1	$3.9M	+16%	66k	59.06	View chart
Amer Software Cl A (AMSWA)	0.1	$3.9M	+264%	427k	9.13	View chart
IDEX Corporation (IEX)	0.1	$3.9M	-31%	19k	201.20	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$3.8M	-10%	61k	62.87	View chart
Descartes Sys Grp (DSGX)	0.1	$3.8M		39k	96.84	View chart
Wells Fargo & Company (WFC)	0.1	$3.7M		63k	59.39	View chart
Starbucks Corporation (SBUX)	0.1	$3.7M	+2%	47k	77.85	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$3.6M	+7%	21k	173.81	View chart
The Trade Desk Com Cl A (TTD)	0.1	$3.6M	+2%	37k	97.67	View chart
Raytheon Technologies Corp (RTX)	0.1	$3.6M	+5%	36k	100.39	View chart
Morgan Stanley Com New (MS)	0.1	$3.6M		37k	97.19	View chart
CSX Corporation (CSX)	0.1	$3.6M	+11%	108k	33.45	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$3.6M	+12%	7.5k	479.08	View chart
Sherwin-Williams Company (SHW)	0.1	$3.6M		12k	298.42	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$3.6M		6.5k	547.25	View chart
Cisco Systems (CSCO)	0.1	$3.5M	+9%	74k	47.51	View chart
Enterprise Products Partners (EPD)	0.1	$3.5M		121k	28.98	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$3.5M	-14%	35k	100.84	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$3.5M	NEW	40k	86.57	View chart
Oaktree Specialty Lending Corp (OCSL)	0.1	$3.5M		184k	18.81	View chart
Emerson Electric (EMR)	0.1	$3.4M	+13%	31k	110.16	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$3.4M	+3%	90k	37.93	View chart
EOG Resources (EOG)	0.1	$3.4M	+4%	27k	125.87	View chart
W.R. Berkley Corporation (WRB)	0.1	$3.4M	+2%	43k	78.58	View chart
Deere & Company (DE)	0.1	$3.2M	-4%	8.7k	373.61	View chart
Dover Corporation (DOV)	0.1	$3.2M		18k	180.45	View chart
Enbridge (ENB)	0.1	$3.2M	+2%	91k	35.59	View chart
Automatic Data Processing (ADP)	0.1	$3.2M	+13%	14k	238.70	View chart
Kimberly-Clark Corporation (KMB)	0.1	$3.2M	+12%	23k	138.20	View chart
Cloudflare Cl A Com (NET)	0.1	$3.0M	+4%	37k	82.83	View chart
Occidental Petroleum Corporation (OXY)	0.1	$3.0M	-6%	48k	63.03	View chart
Dominion Resources (D)	0.1	$3.0M	-3%	61k	49.00	View chart
Verisk Analytics (VRSK)	0.1	$3.0M	+4%	11k	269.54	View chart
Ge Aerospace Com New (GE)	0.1	$3.0M	-3%	19k	158.97	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$2.9M	+43%	69k	42.59	View chart
Church & Dwight (CHD)	0.1	$2.9M		28k	103.68	View chart
Paypal Holdings (PYPL)	0.1	$2.9M	-33%	50k	58.03	View chart
Booking Holdings (BKNG)	0.1	$2.9M	+11%	730.00	3963.58	View chart
Rio Tinto Sponsored Adr (RIO)	0.1	$2.9M	+191%	43k	65.93	View chart
BlackRock (BLK)	0.1	$2.9M	+4%	3.6k	787.30	View chart
First Tr Exchange-traded Nasdq Semcndtr (FTXL)	0.1	$2.8M	NEW	29k	99.86	View chart
Lam Research Corporation (LRCX)	0.1	$2.8M	+6%	2.6k	1064.91	View chart
Boeing Company (BA)	0.1	$2.8M	-19%	15k	182.01	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$2.8M	NEW	30k	91.78	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$2.8M		14k	197.29	View chart
Textron (TXT)	0.1	$2.7M	-3%	32k	85.86	View chart
Quanta Services (PWR)	0.1	$2.7M	+54%	11k	254.09	View chart
Goldman Sachs (GS)	0.1	$2.7M	+10%	6.0k	452.29	View chart
Genuine Parts Company (GPC)	0.1	$2.7M	+4%	20k	138.32	View chart
Colgate-Palmolive Company (CL)	0.1	$2.7M	-9%	28k	97.04	View chart
American Electric Power Company (AEP)	0.1	$2.7M	+21%	31k	87.74	View chart
Bwx Technologies (BWXT)	0.1	$2.7M	+2%	28k	95.00	View chart
Air Products & Chemicals (APD)	0.1	$2.6M	-20%	10k	258.04	View chart
Texas Pacific Land Corp (TPL)	0.1	$2.6M		3.6k	734.28	View chart
Northrop Grumman Corporation (NOC)	0.1	$2.6M	+3%	6.0k	435.98	View chart
Synopsys (SNPS)	0.1	$2.6M	+13%	4.4k	595.05	View chart
Intel Corporation (INTC)	0.1	$2.6M	-7%	85k	30.97	View chart
Kla Corp Com New (KLAC)	0.1	$2.6M	+55%	3.1k	824.50	View chart
Mccormick & Co Com Non Vtg (MKC)	0.1	$2.6M	-4%	36k	70.94	View chart
Ubs Group SHS (UBS)	0.1	$2.5M		86k	29.54	View chart
Marathon Petroleum Corp (MPC)	0.1	$2.5M	+9%	15k	173.48	View chart
Xpo Logistics Inc equity (XPO)	0.1	$2.5M	+6%	24k	106.15	View chart
Rbc Cad (RY)	0.1	$2.5M		23k	106.39	View chart
Nucor Corporation (NUE)	0.1	$2.5M	-8%	16k	158.08	View chart
Rithm Capital Corp Com New (RITM)	0.1	$2.5M	+10%	225k	10.91	View chart
Charles Schwab Corporation (SCHW)	0.1	$2.4M	+18%	33k	73.69	View chart
PNC Financial Services (PNC)	0.1	$2.4M	+3%	16k	155.48	View chart
Valero Energy Corporation (VLO)	0.1	$2.4M	-28%	15k	156.76	View chart
Medtronic SHS (MDT)	0.1	$2.4M	-40%	31k	78.71	View chart
FedEx Corporation (FDX)	0.1	$2.4M		8.0k	299.85	View chart
Rli (RLI)	0.1	$2.4M	+4%	17k	140.69	View chart
Biogen Idec (BIIB)	0.1	$2.3M	+8%	10k	231.82	View chart
Axis Cap Hldgs SHS (AXS)	0.1	$2.3M	+2%	32k	70.65	View chart
Uber Technologies (UBER)	0.1	$2.3M	+14%	31k	72.68	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$2.2M	-32%	47k	47.44	View chart
Dorchester Minerals Com Unit (DMLP)	0.1	$2.2M	+3%	72k	30.85	View chart
Stryker Corporation (SYK)	0.1	$2.2M	+6%	6.5k	340.24	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$2.2M	+6%	31k	72.64	View chart
South State Corporation (SSB)	0.1	$2.2M		29k	76.42	View chart
Prudential Financial (PRU)	0.1	$2.2M	+29%	19k	117.19	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$2.2M	+53%	37k	58.52	View chart
T. Rowe Price (TROW)	0.1	$2.2M	+19%	19k	115.31	View chart
Us Bancorp Del Com New (USB)	0.1	$2.2M	+19%	54k	39.70	View chart
Dell Technologies CL C (DELL)	0.1	$2.1M	+21%	15k	137.91	View chart
Ameriprise Financial (AMP)	0.1	$2.1M	+49%	4.9k	427.14	View chart
Brighthouse Finl (BHF)	0.1	$2.1M	+85%	48k	43.34	View chart
Consolidated Edison (ED)	0.1	$2.1M	+22%	23k	89.42	View chart
Clorox Company (CLX)	0.1	$2.1M	-7%	15k	136.47	View chart
Shopify Cl A (SHOP)	0.1	$2.0M	+8%	31k	66.05	View chart
Becton, Dickinson and (BDX)	0.1	$2.0M	+10%	8.7k	233.70	View chart
Republic Services (RSG)	0.1	$2.0M	-9%	10k	194.33	View chart
Dow (DOW)	0.1	$2.0M	+7%	38k	53.05	View chart
Sap Se Spon Adr (SAP)	0.1	$2.0M		9.7k	201.70	View chart
BP Sponsored Adr (BP)	0.1	$1.9M		54k	36.10	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$1.9M	+11%	24k	80.13	View chart
Mfa Finl (MFA)	0.1	$1.9M	+7%	181k	10.64	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$1.9M	NEW	9.0k	214.52	View chart
General Mills (GIS)	0.1	$1.9M	+8%	30k	63.26	View chart
Norfolk Southern (NSC)	0.1	$1.9M		8.8k	214.70	View chart
LTC Properties (LTC)	0.1	$1.9M	+4%	55k	34.50	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.9M	+52%	17k	106.66	View chart
Dupont De Nemours (DD)	0.1	$1.8M		23k	80.48	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$1.8M	+2%	18k	103.27	View chart
First Ctzns Bancshares Inc N Cl A (FCNCA)	0.1	$1.8M		1.1k	1683.61	View chart
Bristol Myers Squibb (BMY)	0.1	$1.8M	-6%	44k	41.53	View chart
First Community Corporation (FCCO)	0.1	$1.8M	+5%	105k	17.25	View chart
Gigacloud Technology Class A Ord (GCT)	0.1	$1.8M		59k	30.42	View chart
O'reilly Automotive (ORLY)	0.1	$1.8M	+5%	1.7k	1056.06	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.1	$1.8M	-48%	94k	18.72	View chart
MetLife (MET)	0.1	$1.8M	+2%	25k	70.19	View chart
Marriott Intl Cl A (MAR)	0.1	$1.7M	+16%	7.2k	241.77	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$1.7M	+19%	19k	89.72	View chart
Roper Industries (ROP)	0.1	$1.7M	+6%	3.0k	563.75	View chart
Wec Energy Group (WEC)	0.1	$1.7M	+7%	22k	78.46	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.7M		9.3k	182.52	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.7M	-9%	22k	77.76	View chart
Trane Technologies SHS (TT)	0.1	$1.7M	+12%	5.1k	328.91	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.1	$1.7M	+247%	18k	95.66	View chart
Technipfmc (FTI)	0.1	$1.7M	-2%	64k	26.15	View chart
3M Company (MMM)	0.1	$1.7M	-17%	16k	102.19	View chart

Past Filings by Independent Advisor Alliance

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

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
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

View all past filings

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