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 813 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Independent Advisor Alliance has 813 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.0 $213M 960k 222.13
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NVIDIA Corporation (NVDA) 6.1 $183M +7% 1.7M 108.38
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Ameris Ban (ABCB) 4.7 $143M 2.5M 57.57
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Microsoft Corporation (MSFT) 4.0 $121M 324k 375.39
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Amazon (AMZN) 3.7 $113M 595k 190.26
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $52M +4% 97k 532.58
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Meta Platforms Cl A (META) 1.6 $50M +2% 86k 576.36
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JPMorgan Chase & Co. (JPM) 1.5 $46M +2% 185k 245.30
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Alphabet Cap Stk Cl A (GOOGL) 1.4 $43M -3% 275k 154.64
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Alphabet Cap Stk Cl C (GOOG) 1.4 $42M 266k 156.23
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Home Depot (HD) 1.3 $41M 111k 366.49
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Exxon Mobil Corporation (XOM) 1.3 $39M 325k 118.93
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Eli Lilly & Co. (LLY) 1.2 $37M 44k 825.91
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Broadcom (AVGO) 1.1 $34M 205k 167.43
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Costco Wholesale Corporation (COST) 1.1 $33M 35k 945.78
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Advanced Micro Devices (AMD) 1.0 $30M -4% 292k 102.74
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Coca-Cola Company (KO) 1.0 $30M 415k 71.62
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Spdr Gold Tr Gold Shs (GLD) 1.0 $30M +15% 103k 288.14
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Tesla Motors (TSLA) 1.0 $30M -2% 114k 259.16
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Wal-Mart Stores (WMT) 1.0 $29M -5% 334k 87.79
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Visa Com Cl A (V) 0.9 $29M +4% 81k 350.46
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Netflix (NFLX) 0.8 $25M +9% 27k 932.52
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Abbvie (ABBV) 0.8 $24M -7% 116k 209.52
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Procter & Gamble Company (PG) 0.8 $24M -2% 138k 170.42
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McDonald's Corporation (MCD) 0.7 $21M -11% 66k 312.37
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Chevron Corporation (CVX) 0.7 $20M -2% 122k 167.29
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UnitedHealth (UNH) 0.6 $18M -5% 34k 523.76
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International Business Machines (IBM) 0.6 $18M +18% 71k 248.66
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Microstrategy Cl A New (MSTR) 0.6 $17M +9% 58k 288.27
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Duke Energy Corp Com New (DUK) 0.5 $17M 135k 121.97
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Cintas Corporation (CTAS) 0.5 $16M 79k 205.53
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Johnson & Johnson (JNJ) 0.5 $16M +2% 96k 165.84
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Pepsi (PEP) 0.5 $16M 106k 149.94
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Mastercard Incorporated Cl A (MA) 0.5 $16M +5% 29k 548.11
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Caterpillar (CAT) 0.5 $15M -7% 46k 329.80
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Waste Management (WM) 0.4 $14M -7% 58k 231.51
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Lowe's Companies (LOW) 0.4 $13M +2% 57k 233.23
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Philip Morris International (PM) 0.4 $13M +4% 80k 158.73
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Truist Financial Corp equities (TFC) 0.4 $13M 309k 41.15
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Simon Property (SPG) 0.4 $13M +9% 76k 166.08
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Metropcs Communications (TMUS) 0.4 $13M +7% 47k 266.71
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salesforce (CRM) 0.4 $12M 44k 268.36
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Southern Company (SO) 0.4 $12M -9% 126k 91.95
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Mitek Sys Com New (MITK) 0.4 $11M -10% 1.3M 8.25
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American Express Company (AXP) 0.4 $11M 40k 269.04
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Lockheed Martin Corporation (LMT) 0.3 $11M +7% 24k 446.70
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $10M -70% 38k 274.84
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Parker-Hannifin Corporation (PH) 0.3 $10M -7% 17k 607.87
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Chubb (CB) 0.3 $10M -9% 33k 301.99
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Amgen (AMGN) 0.3 $9.8M +4% 32k 311.56
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Abbott Laboratories (ABT) 0.3 $9.5M -4% 72k 132.65
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Bank of America Corporation (BAC) 0.3 $9.5M -8% 227k 41.73
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Verizon Communications (VZ) 0.3 $9.5M +5% 209k 45.36
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ConocoPhillips (COP) 0.3 $9.3M -2% 89k 105.02
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Adobe Systems Incorporated (ADBE) 0.3 $9.2M -9% 24k 383.54
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Blackstone Group Inc Com Cl A (BX) 0.3 $9.1M 65k 139.78
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Travelers Companies (TRV) 0.3 $9.0M -9% 34k 264.46
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Eaton Corp SHS (ETN) 0.3 $9.0M -6% 33k 271.83
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Nextera Energy (NEE) 0.3 $9.0M +2% 127k 70.89
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Progressive Corporation (PGR) 0.3 $8.7M +11% 31k 283.00
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Union Pacific Corporation (UNP) 0.3 $8.4M 36k 236.24
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Oracle Corporation (ORCL) 0.3 $8.3M +14% 60k 139.81
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At&t (T) 0.3 $8.3M +36% 292k 28.28
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Palantir Technologies Cl A (PLTR) 0.3 $8.2M +71% 97k 84.40
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Arista Networks Com Shs (ANET) 0.3 $8.1M -3% 105k 77.48
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Altria (MO) 0.3 $8.0M -13% 133k 60.02
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Linde SHS (LIN) 0.3 $7.9M -9% 17k 465.65
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Honeywell International (HON) 0.3 $7.9M -14% 37k 211.75
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $7.8M -96% 119k 65.76
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Vistra Energy (VST) 0.3 $7.8M +13% 66k 117.44
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First Tr Value Line Divid In SHS (FVD) 0.3 $7.6M -52% 170k 44.59
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Accenture Plc Ireland Shs Class A (ACN) 0.2 $7.6M -17% 24k 312.05
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Servicenow (NOW) 0.2 $7.6M +15% 9.5k 796.14
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Palo Alto Networks (PANW) 0.2 $7.5M 44k 170.64
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Qualcomm (QCOM) 0.2 $7.4M +5% 48k 153.61
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First Tr Exchange-traded Growth Strength (FTGS) 0.2 $7.1M NEW 238k 29.75
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Super Micro Computer Com New (SMCI) 0.2 $7.0M +5% 203k 34.24
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Pfizer (PFE) 0.2 $6.7M +6% 264k 25.34
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Cisco Systems (CSCO) 0.2 $6.5M 105k 61.71
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American Software (LGTY) 0.2 $6.4M 448k 14.26
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Fs Kkr Capital Corp (FSK) 0.2 $6.2M 294k 20.95
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Citigroup Com New (C) 0.2 $6.1M +5% 86k 70.99
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $6.1M -66% 123k 49.16
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Intuitive Surgical Com New (ISRG) 0.2 $6.0M 12k 495.27
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General Dynamics Corporation (GD) 0.2 $6.0M -9% 22k 272.58
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Walt Disney Company (DIS) 0.2 $6.0M +6% 61k 98.70
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Raytheon Technologies Corp (RTX) 0.2 $5.9M -9% 45k 132.46
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Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $5.9M +10% 318k 18.59
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Wells Fargo & Company (WFC) 0.2 $5.9M +6% 82k 71.79
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Intuit (INTU) 0.2 $5.9M -6% 9.6k 614.00
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Spotify Technology S A SHS (SPOT) 0.2 $5.8M +7% 11k 550.03
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Merck & Co (MRK) 0.2 $5.8M -4% 64k 89.76
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Ge Aerospace Com New (GE) 0.2 $5.7M +2% 29k 200.15
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S&p Global (SPGI) 0.2 $5.7M 11k 508.11
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Crowdstrike Hldgs Cl A (CRWD) 0.2 $5.7M 16k 352.58
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Ishares Tr Core Us Aggbd Et (AGG) 0.2 $5.7M -65% 57k 98.92
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Deere & Company (DE) 0.2 $5.6M +18% 12k 469.33
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $5.6M 7.00 798441.50
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Micron Technology (MU) 0.2 $5.4M -6% 62k 86.89
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Vertiv Holdings Com Cl A (VRT) 0.2 $5.3M +2% 74k 72.20
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Hershey Company (HSY) 0.2 $5.2M +3% 31k 171.03
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TJX Companies (TJX) 0.2 $5.2M -3% 43k 121.80
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United Rentals (URI) 0.2 $5.2M 8.3k 626.74
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Thermo Fisher Scientific (TMO) 0.2 $5.0M 10k 497.63
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Morgan Stanley Com New (MS) 0.2 $5.0M 42k 116.67
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L3harris Technologies (LHX) 0.2 $4.9M 24k 209.31
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Medtronic SHS (MDT) 0.2 $4.9M 55k 89.86
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Illinois Tool Works (ITW) 0.2 $4.8M 19k 248.01
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Texas Instruments Incorporated (TXN) 0.2 $4.8M +4% 27k 179.70
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Texas Pacific Land Corp (TPL) 0.2 $4.7M -2% 3.6k 1325.14
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Garmin SHS (GRMN) 0.2 $4.7M +856% 22k 217.13
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W.R. Berkley Corporation (WRB) 0.2 $4.6M 65k 71.16
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Bristol Myers Squibb (BMY) 0.2 $4.6M +7% 76k 60.99
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Enterprise Products Partners (EPD) 0.2 $4.6M 136k 34.14
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $4.6M +3% 28k 166.00
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AFLAC Incorporated (AFL) 0.2 $4.6M 41k 111.19
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $4.5M -93% 9.6k 468.93
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EOG Resources (EOG) 0.1 $4.5M +6% 35k 128.24
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First Tr Morningstar Divid L SHS (FDL) 0.1 $4.4M -48% 102k 43.44
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $4.4M -96% 7.8k 561.92
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Enbridge (ENB) 0.1 $4.3M +9% 98k 44.31
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United Parcel Service CL B (UPS) 0.1 $4.3M -14% 39k 109.99
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Sherwin-Williams Company (SHW) 0.1 $4.3M -7% 12k 349.19
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Novo-nordisk A S Adr (NVO) 0.1 $4.3M -15% 62k 69.44
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Booking Holdings (BKNG) 0.1 $4.2M 921.00 4609.78
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Vaneck Etf Trust Pharmaceutcl Etf (PPH) 0.1 $4.2M -20% 46k 91.13
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Analog Devices (ADI) 0.1 $4.2M -3% 21k 201.67
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Brown & Brown (BRO) 0.1 $4.2M -14% 34k 124.40
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American Electric Power Company (AEP) 0.1 $4.2M +8% 38k 109.27
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PNC Financial Services (PNC) 0.1 $4.2M +33% 24k 175.77
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $4.1M -62% 24k 173.23
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Allstate Corporation (ALL) 0.1 $4.1M 20k 207.06
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $4.1M -20% 51k 81.76
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $4.1M -92% 113k 36.41
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First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $4.1M -25% 24k 170.12
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Dominion Resources (D) 0.1 $4.1M 73k 56.07
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First Tr Exchange Traded Consumr Staple (FXG) 0.1 $4.1M -22% 62k 65.34
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Broadridge Financial Solutions (BR) 0.1 $4.0M -29% 17k 242.45
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $4.0M -96% 7.2k 559.43
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3M Company (MMM) 0.1 $4.0M +4% 27k 146.86
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Goldman Sachs (GS) 0.1 $4.0M +3% 7.3k 546.29
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Expeditors International of Washington (EXPD) 0.1 $4.0M -26% 33k 120.25
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Vanguard Index Fds Value Etf (VTV) 0.1 $4.0M -80% 23k 172.74
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Kimberly-Clark Corporation (KMB) 0.1 $3.9M 28k 142.22
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Targa Res Corp (TRGP) 0.1 $3.9M +11% 19k 200.47
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Descartes Sys Grp (DSGX) 0.1 $3.9M 39k 100.83
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O'reilly Automotive (ORLY) 0.1 $3.9M 2.7k 1432.58
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Automatic Data Processing (ADP) 0.1 $3.9M -5% 13k 305.54
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Gilead Sciences (GILD) 0.1 $3.9M +7% 34k 112.05
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Phillips 66 (PSX) 0.1 $3.8M +11% 31k 123.48
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Howmet Aerospace (HWM) 0.1 $3.8M +16% 29k 129.73
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Verisk Analytics (VRSK) 0.1 $3.7M 13k 297.62
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Powell Industries (POWL) 0.1 $3.7M +9% 22k 170.33
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Ishares Tr National Mun Etf (MUB) 0.1 $3.7M -72% 35k 105.44
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Brighthouse Finl (BHF) 0.1 $3.6M +8% 63k 57.99
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Northrop Grumman Corporation (NOC) 0.1 $3.6M 7.0k 512.04
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $3.6M -42% 58k 62.10
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Chipotle Mexican Grill (CMG) 0.1 $3.6M -13% 71k 50.21
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MPLX Com Unit Rep Ltd (MPLX) 0.1 $3.5M 66k 53.52
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Seven Hills Realty Trust (SEVN) 0.1 $3.5M -4% 280k 12.49
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Kinder Morgan (KMI) 0.1 $3.5M +15% 123k 28.53
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Emerson Electric (EMR) 0.1 $3.5M -3% 32k 109.64
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Fortinet (FTNT) 0.1 $3.5M +8% 36k 96.26
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Genuine Parts Company (GPC) 0.1 $3.4M +2% 29k 119.14
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Blackrock (BLK) 0.1 $3.4M +3% 3.6k 946.38
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Target Corporation (TGT) 0.1 $3.4M +4% 33k 104.36
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Paypal Holdings (PYPL) 0.1 $3.4M -3% 52k 65.25
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Axis Cap Hldgs SHS (AXS) 0.1 $3.3M 33k 100.24
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Hldgs (UAL) 0.1 $3.3M +71% 48k 69.05
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Applied Materials (AMAT) 0.1 $3.3M -8% 23k 145.12
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $3.2M 55k 59.40
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Ishares Tr Mbs Etf (MBB) 0.1 $3.2M -77% 35k 93.78
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Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.1 $3.2M +13% 66k 47.89
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Cava Group Ord (CAVA) 0.1 $3.2M +5% 37k 86.41
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Church & Dwight (CHD) 0.1 $3.2M -2% 29k 110.09
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Uber Technologies (UBER) 0.1 $3.1M +3% 43k 72.86
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Consolidated Edison (ED) 0.1 $3.1M +4% 28k 110.59
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Mondelez Intl Cl A (MDLZ) 0.1 $3.1M -15% 46k 67.85
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Sprouts Fmrs Mkt (SFM) 0.1 $3.1M +8% 20k 152.64
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Guidewire Software (GWRE) 0.1 $3.1M 16k 187.36
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Argan (AGX) 0.1 $3.1M NEW 23k 131.17
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Stryker Corporation (SYK) 0.1 $3.1M 8.3k 372.28
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Charles Schwab Corporation (SCHW) 0.1 $3.1M +13% 39k 78.28
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Cloudflare Cl A Com (NET) 0.1 $3.1M -4% 27k 112.69
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $3.0M -87% 122k 25.04
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Us Bancorp Del Com New (USB) 0.1 $3.0M +6% 71k 42.22
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Lam Research Corp Com New (LRCX) 0.1 $3.0M +14% 41k 72.70
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Colgate-Palmolive Company (CL) 0.1 $3.0M +2% 32k 93.70
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Dover Corporation (DOV) 0.1 $3.0M -6% 17k 175.68
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Boeing Company (BA) 0.1 $3.0M -3% 17k 170.55
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $3.0M -77% 33k 91.03
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Texas Roadhouse (TXRH) 0.1 $2.9M 18k 166.63
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $2.9M -2% 4.4k 662.68
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Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $2.9M +2% 176k 16.63
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Ishares Silver Tr Ishares (SLV) 0.1 $2.9M -16% 94k 30.99
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Starbucks Corporation (SBUX) 0.1 $2.9M +21% 30k 98.09
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Hesai Group Sponsored Ads (HSAI) 0.1 $2.9M NEW 195k 14.80
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Oaktree Specialty Lending Corp (OCSL) 0.1 $2.9M 187k 15.36
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Rli (RLI) 0.1 $2.9M +99% 36k 80.33
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Ge Vernova (GEV) 0.1 $2.9M +12% 9.3k 305.29
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Vnet Group Sponsored Ads A (VNET) 0.1 $2.8M NEW 347k 8.20
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Entergy Corporation (ETR) 0.1 $2.8M +2% 33k 85.49
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Fiserv (FI) 0.1 $2.8M +8% 13k 220.83
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Quanta Services (PWR) 0.1 $2.8M 11k 254.19
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Celestica (CLS) 0.1 $2.8M +19% 35k 78.81
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Bwx Technologies (BWXT) 0.1 $2.8M 28k 98.65
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Comcast Corp Cl A (CMCSA) 0.1 $2.8M -21% 75k 36.90
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Nike CL B (NKE) 0.1 $2.8M +4% 43k 63.48
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First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.1 $2.7M -15% 54k 50.52
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Shopify Cl A (SHOP) 0.1 $2.7M -2% 28k 95.44
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Sap Se Spon Adr (SAP) 0.1 $2.7M 10k 268.43
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Royal Caribbean Cruises (RCL) 0.1 $2.7M +106% 13k 205.43
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Argenx Se Sponsored Adr (ARGX) 0.1 $2.6M NEW 4.5k 591.86
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South State Corporation (SSB) 0.1 $2.6M 28k 92.82
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Ubs Group SHS (UBS) 0.1 $2.6M 86k 30.63
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Kla Corp Com New (KLAC) 0.1 $2.6M -2% 3.8k 679.81
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Rithm Capital Corp Com New (RITM) 0.1 $2.6M +2% 227k 11.45
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Cme (CME) 0.1 $2.6M +10% 9.8k 265.29
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Ameriprise Financial (AMP) 0.1 $2.6M +2% 5.3k 484.15
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Intel Corporation (INTC) 0.1 $2.5M +38% 111k 22.71
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Rio Tinto Sponsored Adr (RIO) 0.1 $2.5M +3% 41k 60.08
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Wec Energy Group (WEC) 0.1 $2.4M +2% 22k 108.98
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IDEX Corporation (IEX) 0.1 $2.4M 13k 180.97
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Iron Mountain (IRM) 0.1 $2.4M -29% 28k 86.04
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Textron (TXT) 0.1 $2.4M -3% 33k 72.25
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T. Rowe Price (TROW) 0.1 $2.4M +4% 26k 91.87
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Zimmer Holdings (ZBH) 0.1 $2.3M +7% 21k 113.18
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Cardinal Health (CAH) 0.1 $2.3M -3% 17k 137.77
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First Community Corporation (FCCO) 0.1 $2.3M +4% 103k 22.56
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $2.3M -82% 59k 39.37
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Constellation Energy (CEG) 0.1 $2.3M +48% 11k 201.64
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Emcor (EME) 0.1 $2.3M +15% 6.1k 369.63
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Kroger (KR) 0.1 $2.3M 33k 67.69
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CSX Corporation (CSX) 0.1 $2.3M -9% 77k 29.43
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $2.3M -65% 26k 87.17
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Oneok (OKE) 0.1 $2.3M +11% 23k 99.22
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General Mills (GIS) 0.1 $2.2M +12% 37k 59.79
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $2.2M -87% 30k 75.65
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Becton, Dickinson and (BDX) 0.1 $2.2M -7% 9.6k 229.05
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V.F. Corporation (VFC) 0.1 $2.2M +101% 141k 15.52
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CVS Caremark Corporation (CVS) 0.1 $2.2M -2% 32k 67.75
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MetLife (MET) 0.1 $2.2M 27k 80.29
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Chesapeake Energy Corp (EXE) 0.1 $2.2M -5% 19k 111.32
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FedEx Corporation (FDX) 0.1 $2.1M +19% 8.8k 243.80
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First Ctzns Bancshares Inc N Cl A (FCNCA) 0.1 $2.1M 1.1k 1854.12
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Dorchester Minerals Com Unit (DMLP) 0.1 $2.1M -2% 70k 30.08
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Clorox Company (CLX) 0.1 $2.1M -6% 14k 147.25
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Xpo Logistics Inc equity (XPO) 0.1 $2.1M +2% 19k 107.58
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Alaska Air (ALK) 0.1 $2.1M NEW 42k 49.22
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $2.1M -58% 26k 78.94
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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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