Independent Advisor Alliance

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

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

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Portfolio Holdings for Independent Advisor Alliance

Independent Advisor Alliance holds 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.

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
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Netease Sponsored Ads (NTES) 0.1 $1.9M NEW 20k 93.18
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Devon Energy Corporation (DVN) 0.1 $1.9M +40% 42k 45.30
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Texas Pacific Land Corp (TPL) 0.1 $1.9M -2% 1.2k 1572.45
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Spdr Ser Tr S&p Regl Bkg (KRE) 0.1 $1.9M 45k 41.77
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Us Bancorp Del Com New (USB) 0.1 $1.9M -13% 43k 43.28
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First Tr Morningstar Divid L SHS (FDL) 0.1 $1.8M +22% 51k 35.88
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Lexington Realty Trust (LXP) 0.1 $1.8M 182k 9.92
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Ishares Tr Core Msci Total (IXUS) 0.1 $1.8M 28k 64.93
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Stryker Corporation (SYK) 0.1 $1.8M 6.0k 299.45
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Dupont De Nemours (DD) 0.1 $1.8M -13% 23k 76.93
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Zscaler Incorporated (ZS) 0.1 $1.8M -22% 8.0k 221.56
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MPLX Com Unit Rep Ltd (MPLX) 0.1 $1.8M 48k 36.72
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Axis Cap Hldgs SHS (AXS) 0.1 $1.8M 32k 55.37
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Uber Technologies (UBER) 0.1 $1.7M -4% 28k 61.57
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General Mills (GIS) 0.1 $1.7M -2% 26k 65.14
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Charles Schwab Corporation (SCHW) 0.1 $1.7M +4% 25k 68.80
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Gambling Com Group Ordinary Shares (GAMB) 0.1 $1.7M 175k 9.75
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Suncor Energy (SU) 0.1 $1.7M NEW 53k 32.04
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T. Rowe Price (TROW) 0.1 $1.7M -22% 16k 107.69
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Bristol Myers Squibb (BMY) 0.1 $1.7M -10% 32k 51.31
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LTC Properties (LTC) 0.1 $1.6M +4% 51k 32.12
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Consolidated Edison (ED) 0.1 $1.6M -14% 18k 90.97
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MetLife (MET) 0.1 $1.6M 24k 66.13
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Lam Research Corporation (LRCX) 0.1 $1.6M +8% 2.0k 783.15
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Wec Energy Group (WEC) 0.1 $1.6M -2% 19k 84.17
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.6M -13% 21k 76.13
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Freeport-mcmoran CL B (FCX) 0.1 $1.6M -53% 37k 42.57
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Gxo Logistics Incorporated Common Stock (GXO) 0.1 $1.6M +13% 26k 61.16
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Wynn Resorts (WYNN) 0.1 $1.6M +11% 17k 91.11
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Quanta Services (PWR) 0.1 $1.5M +102% 7.2k 215.79
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Prudential Financial (PRU) 0.1 $1.5M -9% 15k 103.71
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Mfa Finl (MFA) 0.1 $1.5M +23% 137k 11.27
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First Ctzns Bancshares Inc N Cl A (FCNCA) 0.1 $1.5M -11% 1.1k 1418.97
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Ford Motor Company (F) 0.1 $1.5M +2% 126k 12.19
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O'reilly Automotive (ORLY) 0.1 $1.5M 1.6k 950.08
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Sap Se Spon Adr (SAP) 0.1 $1.5M -4% 9.9k 154.58
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Past Filings by Independent Advisor Alliance

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

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