Independent Advisor Alliance

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

Portfolio Holdings for Independent Advisor Alliance

Companies in the Independent Advisor Alliance portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Walt Disney Company (DIS) 11.27 101536 +7% 1000.00
JPMorgan Chase & Co. (JPM) 9.95 89615 +3% 1000.00
Apple (AAPL) 5.70 201995 254.29
Amazon (AMZN) 5.02 23200 +12% 1949.70
Microsoft Corporation (MSFT) 4.32 246970 +12% 157.71
Target Corporation (TGT) 3.71 75136 +267% 444.44
Procter & Gamble Company (PG) 1.97 161467 +3% 110.00
Visa (V) 1.66 92713 161.12
Home Depot (HD) 1.39 66929 +11% 186.71
Johnson & Johnson (JNJ) 1.37 94421 -2% 131.13
Facebook Inc cl a 1.35 72950 +10% 166.80
Verizon Communications (VZ) 1.26 211188 53.73
Berkshire Hathaway (BRK.B) 1.25 61572 +10% 182.83
Southern Company (SO) 1.22 202611 -16% 54.14
Alphabet Inc Class C cs 1.17 9049 +6% 1162.80
Duke Energy 1.04 116216 -17% 80.88
Alphabet Inc Class A cs 1.02 7919 1161.92
AT&T; (T) 1.00 310600 -11% 29.15
Mitek Systems (MITK) 1.00 1.15M +26% 7.88
Coca-Cola Company (KO) 0.92 186761 +12% 44.25
SPDR S&P; 500 ETF (SPY) 0.86 3112 -97% 2500.00
McDonald's Corporation (MCD) 0.78 42494 -8% 165.34
Intel Corporation (INTC) 0.75 124953 +14% 54.12
Netflix (NFLX) 0.73 17407 -15% 375.47
Pepsi (PEP) 0.64 47682 -12% 120.11
iShares S&P; 500 Index (IVV) 0.62 21706 -92% 258.41
Tesla Motors (TSLA) 0.61 2766 +86% 2000.00
MasterCard Incorporated (MA) 0.60 21626 -6% 250.00
Wal-Mart Stores (WMT) 0.59 46921 -12% 113.61
Bank of America Corporation (BAC) 0.56 238454 +18% 21.23
Advanced Micro Devices (AMD) 0.56 111129 +113% 45.48
Eli Lilly & Co. (LLY) 0.54 35327 +24% 138.73
NVIDIA Corporation (NVDA) 0.52 17820 +82% 263.58
Dominion Resources (D) 0.52 64571 -6% 72.18
SPDR Gold Trust (GLD) 0.51 31295 +49% 148.04
Boeing Company (BA) 0.51 31030 +31% 149.15
Chevron Corporation (CVX) 0.49 61479 +11% 72.45
UnitedHealth (UNH) 0.47 17149 -6% 249.40
Exxon Mobil Corporation (XOM) 0.46 109972 -5% 37.97
Nextera Energy Inc C om 0.45 16941 +10% 240.60
Enbridge Inc 0.45 139085 -4% 29.09
Clorox Company (CLX) 0.44 23113 +26% 173.24
Lowe's Companies (LOW) 0.44 45675 +44% 86.04
Alibaba Group Holding Ltd Spon 0.43 19783 194.46
3M Company (MMM) 0.42 27643 +10% 136.49
Pfizer (PFE) 0.40 109065 +12% 32.64
Cisco Systems (CSCO) 0.38 86802 -42% 39.31
Lockheed Martin Corporation (LMT) 0.37 9875 -43% 338.94
Merck & Co (MRK) 0.37 43075 76.93
Blackstone Group Inc Com Cl A stock 0.37 72607 -12% 45.57
QUALCOMM (QCOM) 0.36 48009 +183% 67.65
Caterpillar (CAT) 0.35 27098 +41% 116.02
Costco Wholesale Corporation (COST) 0.33 10520 +48% 285.09
Philip Morris International (PM) 0.32 39691 +3% 72.97
United Parcel Service (UPS) 0.32 30954 -8% 93.43
NIKE (NKE) 0.32 34438 82.73
Adobe Systems Incorporated (ADBE) 0.31 8660 -7% 318.24
Starbucks Corporation (SBUX) 0.30 41671 +86% 65.75
Abbvie 0.30 35863 -10% 76.18
United Technologies Corporation (UTX) 0.29 28081 +6% 94.33
Amgen (AMGN) 0.29 12871 -14% 202.70
Church & Dwight (CHD) 0.28 39363 64.17
Altria (MO) 0.27 63874 -27% 38.67
Mondelez Int 0.27 48412 -4% 50.07
Paypal Holdings 0.26 24851 -20% 95.73
Colgate-Palmolive Company (CL) 0.25 33765 -15% 66.37
CVS Caremark Corporation (CVS) 0.25 37741 +16% 59.33
Oaktree Specialty Lending Corp 0.22 624759 +31% 3.24
CSX Corporation (CSX) 0.22 35270 -4% 57.30
Linde Plc 0.22 11665 -7% 173.00
Sherwin-Williams Company (SHW) 0.22 4221 -4% 459.61
Bristol Myers Squibb (BMY) 0.21 34463 -28% 55.74
Zoetis Inc Cl A 0.21 16256 -29% 117.68
Waste Management (WM) 0.21 20456 -40% 92.54
Dover Corporation (DOV) 0.21 22537 -6% 83.95
Cincinnati Financial Corporation (CINF) 0.21 24661 -19% 75.46
Roku Inc 0.21 3704 -40% 500.00
Wells Fargo & Company (WFC) 0.21 64457 +13% 28.70
Comcast Corporation (CMCSA) 0.21 53710 +29% 34.39
Cintas Corporation (CTAS) 0.20 10480 +2% 173.19
Metropcs Communications 0.20 21626 +39% 83.88
Parker-Hannifin Corporation (PH) 0.20 13966 -3% 129.74
Emerson Electric (EMR) 0.20 37674 -14% 47.65
International Business Machines (IBM) 0.20 16101 +24% 110.92
Northrop Grumman Corporation (NOC) 0.19 5649 -11% 302.53
Medtronic 0.19 18927 +17% 90.20
Honeywell International (HON) 0.18 12144 -37% 133.81
Abbott Laboratories (ABT) 0.18 19979 -17% 78.93
Bilibili Ads 0.17 76045 NEW 20.69
Thermo Fisher Scientific (TMO) 0.17 5453 -12% 283.51
Genuine Parts Company (GPC) 0.17 22770 67.33
Kimberly-Clark Corporation (KMB) 0.16 11189 127.89
General Electric Company (GE) 0.16 175887 +43% 7.94
Broadcom Ltd 0.15 5791 +17% 237.09
Truist Financial Corp equities 0.15 43925 -27% 30.85
Ishares Core Msci Eafe Etf core msci eafe 0.15 26862 -95% 49.88
Travelers Companies (TRV) 0.15 13315 -2% 99.36
Gilead Sciences (GILD) 0.14 17092 +106% 74.77
Oracle Corporation (ORCL) 0.14 26290 -41% 48.35
Tc Energy Corp 0.14 28251 44.32
salesforce (CRM) 0.14 8617 +25% 144.02
Wec Energy Group Inc Com stock 0.14 14056 +2% 88.15
Eaton 0.13 15390 -7% 77.71
ConocoPhillips (COP) 0.13 38797 -8% 30.80
Ishares Tr usa min vo 0.13 22020 -97% 54.00
SYSCO Corporation (SYY) 0.13 25930 +20% 45.62
General Mills (GIS) 0.13 22264 52.78
Zoom Video Communications In cl a 0.13 7915 NEW 146.18
BP (BP) 0.13 47325 -13% 24.38
Chubb 0.13 10283 +2% 111.74
Micron Technology (MU) 0.13 27052 +57% 42.07
PPL Corporation (PPL) 0.13 46036 +3% 24.68
Deere & Company (DE) 0.12 8133 -24% 138.20
Agnc Invt Corp Com reit 0.12 103010 NEW 10.58
First Community Corporation (FCCO) 0.12 67936 +21% 15.72
Intuitive Surgical (ISRG) 0.12 2140 +7% 495.33
Goldman Sachs Etf Tr treasuryaccess 0.12 10500 -54% 100.76
Enterprise Products Partners 0.12 73155 +26% 14.30
Texas Instruments Incorporated (TXN) 0.11 10301 +18% 99.89
United Rentals (URI) 0.11 9825 -12% 102.90
Booking Holdings 0.11 744 +19% 1345.43
Illinois Tool Works (ITW) 0.11 6851 -4% 142.17
Raytheon Company (RTN) 0.11 7368 +85% 131.11
MGE Energy (MGEE) 0.11 14692 65.48
Norfolk Southern (NSC) 0.11 6564 -37% 145.95
Delta Air Lines (DAL) 0.11 33534 +96% 28.54
Shopify Inc cl a 0.11 2275 +18% 417.14
Welltower Inc Com reit 0.10 20555 +28% 45.78
American States Water Company (AWR) 0.10 11474 -26% 81.75
Alliant Energy Corporation (LNT) 0.10 18968 -5% 48.29
iShares S&P; MidCap 400 Index (IJH) 0.10 6316 -95% 143.92
Invesco S&p 500 Low Volatility Etf 0.10 19141 -88% 46.91
Stryker Corporation (SYK) 0.10 5195 -13% 166.51
Nordson Corporation (NDSN) 0.10 6365 -14% 135.11
Fidelity National Information Services (FIS) 0.10 7044 -5% 121.66
Applied Materials (AMAT) 0.09 18633 +136% 45.83
California Water Service (CWT) 0.09 16646 -14% 50.34
Morgan Stanley (MS) 0.09 24504 -13% 33.99
Lexington Realty Trust (LXP) 0.09 83321 9.93
EOG Resources (EOG) 0.09 22985 +24% 35.94
Kkr & Co Lp 0.09 34644 -4% 23.47
Hormel Foods Corporation (HRL) 0.09 17167 -26% 46.66
Campbell Soup Company (CPB) 0.09 17326 NEW 46.17
Benefytt Technologies Cl A Ord 0.09 35400 NEW 22.40
Lancaster Colony (LANC) 0.09 5438 -18% 144.72
Freeport-McMoRan Copper & Gold (FCX) 0.09 116387 +132% 6.75
Prudential Financial (PRU) 0.09 15051 +43% 52.16
BlackRock (BLK) 0.09 1783 +14% 439.71
Tootsie Roll Industries (TR) 0.09 21512 -15% 35.98
Vanguard Total Bond Market ETF (BND) 0.08 8809 -91% 85.37
Goldman Sachs (GS) 0.08 4834 +39% 154.53
SJW (SJW) 0.08 12903 -17% 57.74
Automatic Data Processing (ADP) 0.08 5394 -3% 136.63
Royal Dutch Shell (RDS.B) 0.08 22435 +203% 32.67
DTE Energy Company (DTE) 0.08 7646 -32% 94.95
Rbc Cad Com 0.08 11735 -3% 61.53
SPDR DJ Wilshire Large Cap (ELR) 0.08 23742 -92% 30.24
Twitter 0.08 29074 24.56
* Barrick Gold Corp 0.08 38588 NEW 18.32
Constellation Brands (STZ) 0.08 4901 -54% 143.44
Northwest Natural Holdin 0.08 11363 -16% 61.78
Yum! Brands (YUM) 0.08 10231 -34% 68.52
Union Pacific Corporation (UNP) 0.08 9775 -27% 71.43
General Dynamics Corporation (GD) 0.08 5273 -26% 132.37
Dorchester Minerals (DMLP) 0.08 74435 +40% 9.31
Electronic Arts (ERTS) 0.08 6880 +36% 100.15
TOTAL S.A. (TOT) 0.08 18443 NEW 37.25
Dow Inc 0.08 23311 +17% 29.26
Paychex (PAYX) 0.08 10830 -2% 62.88
Okta Inc cl a 0.08 5558 +56% 122.14
Fidelity qlty fctor etf 0.08 22193 -14% 30.55
Exelon Corporation (EXC) 0.07 18326 36.83
FedEx Corporation (FDX) 0.07 5558 -23% 121.27
Seagate Technology Com Stk 0.07 13751 48.80
Insulet Corporation (PODD) 0.07 4043 +48% 165.72
U.S. Ban (USB) 0.07 19444 -26% 34.46
American Tower Reit 0.07 3069 -27% 217.66
Dollar Tree (DLTR) 0.07 8992 +29% 73.51
Digital Realty Trust (DLR) 0.07 4728 138.96
Wp Carey 0.07 11097 -34% 58.12
Dollar General (DG) 0.07 4258 -59% 151.01
American Express Company (AXP) 0.07 7435 -76% 85.68
Analog Devices (ADI) 0.07 7105 89.66
Prologis Inc. 0.07 7836 +47% 80.40
Stepan Company (SCL) 0.07 7031 +2% 88.47
Novo Nordisk A/S (NVO) 0.07 10136 60.18
American Electric Power Company (AEP) 0.07 7569 79.93
Commerce Bancshares (CBSH) 0.07 11955 -16% 50.36
Consolidated Edison (ED) 0.07 7636 -4% 78.05
Crown Castle Intl 0.07 4079 -12% 144.40
Royal Dutch Shell (RDS.A) 0.06 16739 +67% 34.89
Kellogg Company (K) 0.06 9688 -6% 59.97
L3harris Technologies Inc Com stock 0.06 3214 -3% 180.15
PNC Financial Services (PNC) 0.06 6014 +6% 95.78
iShares Lehman Short Treasury Bond (SHV) 0.06 5144 -82% 111.00
Energy Transfer Equity (ETE) 0.06 123668 -4% 4.60
MetLife (MET) 0.06 18417 -5% 30.57
Intuit (INTU) 0.06 2437 +72% 230.20
Ishares Msci Usa Quality Facto invalid 0.06 6741 -79% 81.00
Texas Pacific Land Trust (TPL) 0.06 1416 -13% 379.94
Vodafone Group New Adr F 0.06 38917 +204% 13.77
Ford Motor Company (F) 0.06 109523 +16% 4.83
Cummins (CMI) 0.06 3904 -3% 135.25
ABM Industries (ABM) 0.06 21625 -3% 24.37
Walgreen Boots Alliance 0.06 11439 +38% 45.72
Eversource Energy 0.06 6680 +19% 78.14
Stanley Black & Decker (SWK) 0.06 5214 -7% 99.92
FirstEnergy (FE) 0.06 12972 +6% 40.09
Uber Technologies Inc Com 0.06 18587 NEW 27.92
Industries N shs - a - 0.06 10313 +47% 49.65
O'reilly Automotive Inc 0.06 1682 +2% 300.83
Kinder Morgan Inc. 0.06 36313 -21% 13.91
First Trust DB Strateg Val Idx Fnd (FDV) 0.06 3844 -98% 131.05
Southern Missouri Ban (SMBC) 0.06 20735 NEW 24.26
Royal Caribbean Cruises Ltd. 0.05 15310 +312% 32.20
Accenture 0.05 3012 -22% 163.35
Humana (HUM) 0.05 1541 NEW 314.08
Anthem 0.05 2130 +2% 227.23
Brightview Holdings 0.05 42905 -2% 11.07
GlaxoSmithKline (GSK) 0.05 12436 37.87
Schwab Strategic Tr intrm trm 0.05 7895 -4% 58.77
Becton, Dickinson and (BDX) 0.05 2006 -26% 229.81
British American Tobac (BTI) 0.05 13454 -4% 34.19
Realty Income (O) 0.05 9081 -9% 49.88
Newmont Mining Corporation (NEM) 0.05 9952 +95% 45.32
Taiwan Semiconductor Mfg (TSM) 0.05 9253 NEW 47.77
Global Net Lease 0.05 32443 +2% 13.38
Federal Realty Inv. Trust (FRT) 0.05 5793 -5% 74.57
TJX Companies (TJX) 0.05 8935 -4% 47.79
S&p Global 0.05 1722 -31% 245.06
Cigna Corp New 0.05 2374 -2% 177.34
Dupont De Nemours Inc Com 0.05 12225 -29% 34.11
CenterPoint Energy (CNP) 0.05 26698 NEW 15.43
iShares S&P; NA Tec. Semi. Idx. Fd. (SOXX) 0.05 2000 -55% 205.00
Trane Technologies Plc Shs stock 0.04 4909 NEW 82.50
Dell Technologies Inc 0.04 10192 -50% 39.54
Schwab Strategic Tr us lrg cap etf 0.04 6535 -52% 61.21
Vanguard Total Stock Market ETF (VTI) 0.04 3086 -97% 128.97
General Motors Company (GM) 0.04 18893 +6% 20.80
Vanguard Dividend Appreciation ETF (VIG) 0.04 3788 -98% 103.48
Viacomcbs Inc 0.04 27587 -2% 13.99
Lam Research Corporation (LRCX) 0.04 1586 -9% 240.23
ConAgra Foods (CAG) 0.04 12772 -30% 29.36
SPDR DJ Wilshire Large Cap Value (SPYV) 0.04 14249 -60% 25.83
Clearway Energy Inc cl c 0.04 19470 NEW 18.80
SPDR DJ Wilshire Large Cap Growth (SPYG) 0.04 10207 -76% 35.76
Sanofi-Aventis SA (SNY) 0.04 8272 +14% 43.76
Trade Desk 0.04 1847 +17% 192.75
Novartis AG (NVS) 0.04 4300 -2% 82.56
Highwoods Properties (HIW) 0.04 9949 +11% 35.38
Chemours 0.04 39683 NEW 8.78
Cronos Group Inc 0.04 61707 +29% 5.60
Kroger (KR) 0.04 11455 NEW 30.12
Terraform Power Inc - A 0.04 21891 +15% 15.76
Global Payments (GPN) 0.04 2372 -6% 144.18
Cerner Corporation (CERN) 0.04 5418 -2% 62.94
Unilever (UL) 0.04 6748 +14% 50.53
Invesco Exchng Traded Fd Tr dwa smlcp ment 0.04 8198 -93% 40.74
EXACT Sciences Corporation (EXAS) 0.04 5700 +4% 58.07
Southwest Airlines (LUV) 0.04 9172 -30% 35.65
Valero Energy Corporation (VLO) 0.04 7171 -45% 45.32
iShares Gold Trust (IAU) 0.04 21522 -83% 15.05
Us Foods Hldg Corp call 0.04 18284 +5% 17.72
United States Steel Corporation (X) 0.04 50391 NEW 6.41
Activision Blizzard (ATVI) 0.04 5436 -17% 59.42
Gentex Corporation (GNTX) 0.04 14551 +8% 22.13
Tyson Foods (TSN) 0.04 5518 NEW 57.81
Autodesk (ADSK) 0.04 2045 +24% 155.99
Lamar Advertising Co-a 0.04 6211 +58% 51.20
Magellan Midstream Partners (MMP) 0.04 8700 -7% 36.44
Wisdomtree Trust wrld ex-us grwth 0.03 5890 52.80
Ameriprise Financial (AMP) 0.03 3002 +2% 102.60
Spdr Tr russell 1000 lowvol 0.03 3388 -67% 90.61
Charles Schwab Corporation (SCHW) 0.03 9064 33.65
iShares Lehman Aggregate Bond (AGG) 0.03 2610 -98% 115.33
Boston Scientific Corporation (BSX) 0.03 9211 +12% 32.68
T. Rowe Price (TROW) 0.03 3076 -8% 97.53
AstraZeneca (AZN) 0.03 6698 NEW 44.64
Iqvia Holdings Inc 0.03 2774 +101% 107.79
Lpl Financial Holdings 0.03 5473 +23% 54.45
Compass Diversified Holdings (CODI) 0.03 22071 -12% 13.41
Skyworks Solutions (SWKS) 0.03 3312 +6% 89.37
Entergy Corporation (ETR) 0.03 3143 +7% 93.86
Technology SPDR (XLK) 0.03 3664 -93% 80.24
SPDR S&P; Semiconductor (XSD) 0.03 3466 -36% 83.96
NiSource (NI) 0.03 11590 -23% 24.94
Jd 0.03 7069 NEW 40.46
Teladoc 0.03 1835 NEW 154.77
Manitowoc Co Inc/the 0.03 31925 NEW 8.89
Companhia Paranaense de Energia (ELP) 0.03 26753 NEW 10.39
Allstate Corporation (ALL) 0.03 3028 NEW 91.81
Palo Alto Networks 0.03 1694 +41% 164.11
Xpo Logistics Inc equity 0.03 5663 +40% 48.74
Evergy Inc 0.03 4987 +3% 55.14
Teleflex Incorporated (TFX) 0.03 935 293.05
Berkshire Hathaway (BRK.A) 0.03 1 272000.00
American Water Works (AWK) 0.03 2268 -77% 119.49
Johnson Controls International Plc equity 0.03 9985 +84% 26.94
Lincoln National Corporation (LNC) 0.03 10156 26.29
Tiffany & Co. (TIF) 0.03 2064 NEW 129.36
RPM International (RPM) 0.03 4440 -19% 59.46
Slack Technologies Inc 0.03 9754 NEW 26.86
Ishares Inc core msci emkt 0.03 6421 -97% 40.49
Phillips 66 0.03 4786 -7% 53.70
Vertex Pharmaceuticals Incorporated (VRTX) 0.03 1081 NEW 237.74
Archer Daniels Midland Company (ADM) 0.03 7302 -5% 35.20
Hanesbrands (HBI) 0.03 32610 +37% 7.88
Home BancShares (HOMB) 0.03 21344 11.99
Epr Properties 0.03 10516 +234% 24.25
Ishares Tr Msci Usa Momentum Factor 0.03 2388 -87% 106.37
American Financial (AFG) 0.03 3608 -9% 70.12
iShares Silver Trust (SLV) 0.03 19249 +6% 13.04
Weyerhaeuser Company (WY) 0.03 14676 +4% 16.97
Masco Corporation (MAS) 0.03 7195 -12% 34.61
Suburban Propane Partners (SPH) 0.03 17611 -22% 14.14
Schwab Strategic Tr sht tm us tres 0.03 4778 -75% 51.70
Docusign Inc 0.03 2675 -17% 92.34
R1 Rcm 0.03 27006 9.07
Fidelity msci utils index 0.03 6777 NEW 35.86
Corteva Inc Com 0.03 10325 -42% 23.54
W.R. Berkley Corporation (WRB) 0.03 4640 52.16
Synopsys (SNPS) 0.03 1833 NEW 128.75
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.03 1332 +21% 175.68
First Trust Health Care AlphaDEX Fd (FXH) 0.03 3151 -88% 73.94
D.R. Horton (DHI) 0.03 6838 -4% 33.93
State Street Corporation (STT) 0.03 4339 +5% 53.24
Quest Diagnostics Incorporated (DGX) 0.03 2864 +21% 80.31
Leidos Holdings 0.03 2511 -78% 91.60
Ecolab (ECL) 0.03 1475 -48% 155.93
iShares Russell 1000 Index (IWB) 0.03 1620 -98% 141.36
Ventas (VTR) 0.03 8494 +26% 26.84
McKesson Corporation (MCK) 0.03 1684 -19% 135.39
Kraneshares Tr csi chi internet 0.03 5000 NEW 45.20
AmerisourceBergen (ABC) 0.03 2549 -5% 88.66
Westrock 0.03 7999 NEW 28.25
Zimmer Holdings (ZMH) 0.02 2223 +33% 101.21
Invesco Exchange Traded Fd T dwa utils mumt 0.02 7762 -88% 28.86
Spectrum Brands Holding Inc 0.02 6145 +2% 36.29
iShares Russell 3000 Growth Index (IWZ) 0.02 3885 -95% 57.14
Alexion Pharmaceuticals (ALXN) 0.02 2470 -4% 89.88
Roper Industries (ROP) 0.02 705 +17% 312.06
Prospect Capital Corporation (PSEC) 0.02 51631 -96% 4.24
A. O. Smith Corporation (AOS) 0.02 5717 -48% 37.78
Take-Two Interactive Software (TTWO) 0.02 1819 118.75
Ishares Tr cmn 0.02 7708 -95% 28.02
Schwab Strategic Tr 0 0.02 3731 NEW 57.63
NVR (NVR) 0.02 83 +10% 2566.27
Smith & Nephew (SNN) 0.02 5937 NEW 35.88
Servicenow 0.02 735 -7% 287.07
Olin Corporation (OLN) 0.02 18021 NEW 11.65
Coca-Cola Bottling Co. Consolidated (COKE) 0.02 1007 208.54
Spirit Realty Capital Inc 0.02 8030 +69% 26.15
Omega Healthcare Investors (OHI) 0.02 7893 -10% 26.48
Ishares Tr core div grwth 0.02 6402 -98% 32.65
Hollyfrontier Corp 0.02 8486 NEW 24.51
Compass Minerals International (CMP) 0.02 5320 +61% 38.53
Schwab Strategic Tr us dividend eq 0.02 4524 -96% 44.87
Biogen Idec (BIIB) 0.02 637 NEW 317.11
Danaher Corporation (DHR) 0.02 1448 -23% 138.12
Xenia Hotels & Resorts 0.02 19262 +5% 10.28
Diversified Healthcare Trust 0.02 53743 NEW 3.63
Citizens Financial 0.02 10202 NEW 18.82
Pinterest Inc Cl A 0.02 12407 NEW 15.48
New Residential Investment 0.02 38124 +37% 5.01
Dropbox Inc-class A 0.02 10435 NEW 18.11
Lumber Liquidators Holdings (LL) 0.02 40086 -37% 4.69
Suno 0.02 11729 15.60
First Horizon National Corporation (FHN) 0.02 22129 NEW 8.04
Sirius Xm Holdings 0.02 35294 +163% 4.93
Global X Fds cloud computng 0.02 11283 NEW 14.62
Braemar Hotels & Res 5.5 cum cv pfd b 0.02 29550 NEW 5.55
Canopy Gro 0.02 11319 -36% 14.40
L Brands 0.02 13722 -7% 11.59
Kohl's Corporation (KSS) 0.02 10748 +70% 14.61
Newell Rubbermaid (NWL) 0.02 11680 -27% 13.27
Stereotaxis 0.02 49850 +23% 3.03
Brookfield Property Reit Inc cl a 0.02 17650 +48% 8.50
American Airls 0.02 12078 NEW 12.17
Prospect Capital Corp conv 0.01 135000 NEW 0.99
Amarin Corporation (AMRN) 0.01 34400 NEW 3.85
Scientific Games (SGMS) 0.01 13500 NEW 9.70
Lloyds TSB (LYG) 0.01 84309 +74% 1.51
Mplx 0.01 10713 +23% 11.57
Teva Pharmaceutical Industries (TEVA) 0.01 13135 NEW 8.98
New Age Beverages 0.01 80250 +18% 1.40
Annaly Capital Management (NLY) 0.01 20930 +14% 5.06
Apple Hospitality Reit 0.01 10650 NEW 9.20
Vaneck Vectors Etf Tr bdc income etf 0.01 10158 -95% 9.35
Chimera Investment Corp etf 0.01 10220 NEW 9.10
Retail Properties Of America 0.01 16999 5.18
Smith & Wesson Holding Corpora 0.01 10400 NEW 8.27
Plains All American Pipeline (PAA) 0.01 16301 +13% 5.28
Firsthand Tech Value 0.01 22351 -24% 3.71
Quad/Graphics (QUAD) 0.01 24786 +9% 2.50
Plains Gp Holdings Lp-cl A 0.01 10844 NEW 5.63
LSB Industries (LXU) 0.01 27810 2.09
Helix Energy Solutions (HLX) 0.01 29368 1.63
Blackrock Kelso Capital (BKCC) 0.00 19071 -95% 2.20
* Washington Prime Group New Com stock 0.00 46995 -8% 0.81
Marathon Oil Corporation (MRO) 0.00 11188 NEW 3.31
Calumet Specialty Products Partners, L.P (CLMT) 0.00 29121 +24% 1.06
Drive Shack 0.00 19932 1.51
Martin Midstream Partners (MMLP) 0.00 25252 1.11
Aurora Cannabis Inc snc 0.00 29125 +47% 0.89
Polymet Mining Corp 0.00 98088 0.23
Fuelcell Energy Inc 0.00 14500 NEW 1.52
Portman Ridge Finance Ord 0.00 21528 -46% 0.93
Colony Cap Inc New cl a com 0.00 10703 -61% 1.78
Tailored Brands 0.00 10200 NEW 1.76
Hexo Corp 0.00 10200 -62% 0.88
International Tower Hill Mines (THM) 0.00 15000 NEW 0.40
Chesapeake Energy Corporation (CHK) 0.00 12955 0.15
Fiserv (FISV) 0.00 3869 +35% 0.00
Citigroup Inc 0.00 26344 +27% 0.00
California Res Corp Com New stock 0.00 48179 -42% 0.00
Iqiyi Inc. 0.00 56702 +185% 0.00
Download CSV Download Independent Advisor Alliance holdings as csv

Past Filings by Independent Advisor Alliance

View past SEC 13F filings by Independent Advisor Alliance

View all filings