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

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

View all past filings

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