Independent Advisor Alliance
Latest statistics and disclosures from Independent Advisor Alliance's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, ABCB, AMD, AMZN, and represent 29.65% of Independent Advisor Alliance's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$54M), MU (+$20M), INTC (+$15M), AMD (+$15M), KLAC (+$12M), SPCX (+$8.5M), ARM (+$7.4M), HD (+$5.8M), AAPL, BKNG.
- Started 100 new stock positions in RCAT, CLCV, MT, MAS, USAR, SN, Timothy Plan, REAX, ELF, TEM.
- Reduced shares in these 10 stocks: SPYM (-$364M), QQQM (-$245M), SPYG (-$216M), SPY (-$173M), SPYV (-$164M), IVV (-$155M), QQQ (-$104M), SPDW (-$103M), VIG (-$89M), CGGR (-$88M).
- Sold out of its positions in YEAR, TAFI, HYFI, ILOW, SYFI, ACMR, OUSA, OUSM, IDOG, ARKK.
- Independent Advisor Alliance was a net seller of stock by $-5.9B.
- Independent Advisor Alliance has $4.3B in assets under management (AUM), dropping by -54.18%.
- Central Index Key (CIK): 0001696899
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Portfolio Holdings for Independent Advisor Alliance
Independent Advisor Alliance holds 1054 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Independent Advisor Alliance has 1054 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Independent Advisor Alliance June 30, 2026 positions
- Download the Independent Advisor Alliance June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 11.1 | $472M | +13% | 2.4M | 200.09 |
|
| Apple (AAPL) | 6.0 | $257M | 888k | 289.36 |
|
|
| Ameris Ban (ABCB) | 5.6 | $239M | 2.6M | 90.26 |
|
|
| Advanced Micro Devices (AMD) | 3.9 | $166M | +9% | 286k | 580.91 |
|
| Amazon (AMZN) | 3.1 | $132M | +2% | 554k | 238.34 |
|
| Microsoft Corporation (MSFT) | 2.7 | $116M | 311k | 373.02 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 2.1 | $89M | 253k | 353.33 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $86M | 240k | 357.37 |
|
|
| Broadcom (AVGO) | 1.8 | $75M | 200k | 377.75 |
|
|
| Micron Technology (MU) | 1.5 | $64M | +46% | 55k | 1154.28 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $63M | 127k | 500.39 |
|
|
| Meta Platforms Cl A (META) | 1.3 | $57M | -3% | 100k | 563.29 |
|
| Tesla Motors (TSLA) | 1.2 | $49M | +2% | 118k | 420.60 |
|
| Eli Lilly & Co. (LLY) | 1.2 | $49M | +4% | 41k | 1199.43 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $44M | +3% | 135k | 327.33 |
|
| Home Depot (HD) | 0.9 | $37M | +18% | 103k | 352.68 |
|
| Exxon Mobil Corporation (XOM) | 0.8 | $34M | -11% | 251k | 136.72 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $34M | -42% | 91k | 368.38 |
|
| Caterpillar (CAT) | 0.8 | $33M | -2% | 31k | 1064.90 |
|
| Wal-Mart Stores (WMT) | 0.7 | $32M | +4% | 282k | 113.26 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.7 | $30M | -92% | 340k | 87.88 |
|
| Intel Corporation (INTC) | 0.6 | $28M | +126% | 197k | 139.63 |
|
| Visa Com Cl A (V) | 0.6 | $26M | -3% | 75k | 343.09 |
|
| Johnson & Johnson (JNJ) | 0.6 | $26M | +8% | 100k | 253.97 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $23M | 25k | 935.45 |
|
|
| Abbvie (ABBV) | 0.5 | $23M | +3% | 91k | 251.64 |
|
| Mitek Sys Com New (MITK) | 0.5 | $23M | 1.1M | 20.13 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $23M | -87% | 30k | 748.88 |
|
| Lam Research Corp Com New (LRCX) | 0.5 | $20M | 46k | 433.34 |
|
|
| Coca-Cola Company (KO) | 0.5 | $20M | 243k | 81.27 |
|
|
| Palo Alto Networks (PANW) | 0.5 | $20M | +15% | 58k | 341.02 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $19M | -60% | 52k | 370.04 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $18M | +2% | 38k | 477.57 |
|
| Procter & Gamble Company (PG) | 0.4 | $18M | 120k | 146.64 |
|
|
| Applied Materials (AMAT) | 0.4 | $18M | -3% | 24k | 723.00 |
|
| Truist Financial Corp equities (TFC) | 0.4 | $17M | 350k | 49.82 |
|
|
| Ge Vernova (GEV) | 0.4 | $17M | +6% | 15k | 1174.85 |
|
| International Business Machines (IBM) | 0.4 | $17M | +3% | 59k | 281.21 |
|
| Duke Energy Corp Com New (DUK) | 0.4 | $16M | +4% | 123k | 126.58 |
|
| First Tr Exchange-traded Growth Strength (FTGS) | 0.4 | $16M | -10% | 420k | 37.00 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.4 | $15M | 7.7k | 1989.43 |
|
|
| Simon Property (SPG) | 0.4 | $15M | 69k | 223.65 |
|
|
| Netflix (NFLX) | 0.4 | $15M | -6% | 214k | 71.40 |
|
| Bank of America Corporation (BAC) | 0.3 | $15M | +15% | 262k | 56.98 |
|
| Cisco Systems (CSCO) | 0.3 | $14M | +14% | 121k | 117.46 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $14M | -9% | 121k | 116.67 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $14M | -2% | 27k | 513.61 |
|
| Chevron Corporation (CVX) | 0.3 | $13M | +4% | 81k | 165.76 |
|
| Merck & Co (MRK) | 0.3 | $13M | +2% | 103k | 128.50 |
|
| Southern Company (SO) | 0.3 | $13M | +6% | 137k | 95.71 |
|
| Kla Corp Com New (KLAC) | 0.3 | $13M | +912% | 43k | 301.71 |
|
| Philip Morris International (PM) | 0.3 | $13M | 70k | 180.91 |
|
|
| Corning Incorporated (GLW) | 0.3 | $12M | -9% | 48k | 255.43 |
|
| Ge Aerospace Com New (GE) | 0.3 | $12M | +4% | 31k | 373.73 |
|
| Lowe's Companies (LOW) | 0.3 | $11M | 52k | 220.49 |
|
|
| Marvell Technology (MRVL) | 0.3 | $11M | +14% | 38k | 297.89 |
|
| Quanta Services (PWR) | 0.3 | $11M | +4% | 16k | 720.04 |
|
| Amgen (AMGN) | 0.3 | $11M | +3% | 31k | 362.13 |
|
| Analog Devices (ADI) | 0.3 | $11M | 27k | 397.16 |
|
|
| McDonald's Corporation (MCD) | 0.3 | $11M | 40k | 270.31 |
|
|
| Comfort Systems USA (FIX) | 0.2 | $10M | -20% | 5.2k | 1982.14 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $10M | -94% | 14k | 746.76 |
|
| Cintas Corporation (CTAS) | 0.2 | $9.9M | -2% | 58k | 170.08 |
|
| Citigroup Com New (C) | 0.2 | $9.8M | +3% | 70k | 139.96 |
|
| Pepsi (PEP) | 0.2 | $9.8M | +3% | 72k | 135.40 |
|
| Oracle Corporation (ORCL) | 0.2 | $9.7M | 67k | 146.55 |
|
|
| American Express Company (AXP) | 0.2 | $9.6M | 28k | 338.26 |
|
|
| UnitedHealth (UNH) | 0.2 | $9.6M | +8% | 23k | 415.63 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.2 | $9.6M | -91% | 190k | 50.39 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $9.5M | -96% | 32k | 302.97 |
|
| Morgan Stanley Com New (MS) | 0.2 | $9.4M | -10% | 45k | 209.04 |
|
| Qualcomm (QCOM) | 0.2 | $9.1M | +7% | 49k | 184.79 |
|
| Goldman Sachs (GS) | 0.2 | $9.1M | +8% | 9.0k | 1011.43 |
|
| Eaton Corp SHS (ETN) | 0.2 | $8.8M | +21% | 21k | 426.11 |
|
| Altria (MO) | 0.2 | $8.7M | +2% | 121k | 71.95 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $8.7M | -13% | 11k | 763.14 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.2 | $8.5M | NEW | 50k | 170.86 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.2 | $8.4M | +787% | 24k | 354.57 |
|
| PNC Financial Services (PNC) | 0.2 | $8.2M | +5% | 33k | 246.22 |
|
| American Centy Etf Tr Ava Mid Equ Etf (AVMC) | 0.2 | $8.1M | -12% | 101k | 80.25 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $8.0M | -51% | 93k | 86.42 |
|
| Nextera Energy (NEE) | 0.2 | $7.9M | 89k | 87.77 |
|
|
| Raytheon Technologies Corp (RTX) | 0.2 | $7.8M | -11% | 41k | 189.73 |
|
| Verizon Communications (VZ) | 0.2 | $7.7M | -18% | 182k | 42.34 |
|
| United Parcel Svcs CL B (UPS) | 0.2 | $7.7M | +6% | 71k | 107.50 |
|
| Deere & Company (DE) | 0.2 | $7.4M | +2% | 12k | 634.33 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $7.1M | -9% | 14k | 509.43 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $7.0M | +24% | 7.2k | 964.94 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $7.0M | -33% | 82k | 85.49 |
|
| Western Digital (WDC) | 0.2 | $7.0M | 11k | 638.74 |
|
|
| Servicenow (NOW) | 0.2 | $7.0M | +57% | 70k | 99.28 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $6.8M | 40k | 169.88 |
|
|
| Wells Fargo & Company (WFC) | 0.2 | $6.8M | +7% | 83k | 82.64 |
|
| American Electric Power Company (AEP) | 0.2 | $6.7M | +5% | 49k | 136.81 |
|
| TJX Companies (TJX) | 0.2 | $6.6M | +4% | 44k | 151.50 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $6.5M | -86% | 52k | 124.76 |
|
| Enterprise Products Partners (EPD) | 0.2 | $6.5M | +2% | 176k | 36.76 |
|
| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.1 | $6.4M | -47% | 71k | 89.85 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $6.4M | -65% | 128k | 49.78 |
|
| First Tr Exchange-traded SHS (FDL) | 0.1 | $6.4M | -69% | 131k | 48.66 |
|
| First Tr Exchange-traded Consumr Staple (FXG) | 0.1 | $6.3M | -17% | 101k | 62.62 |
|
| ConocoPhillips (COP) | 0.1 | $6.3M | 60k | 103.96 |
|
|
| Metropcs Communications (TMUS) | 0.1 | $6.2M | 37k | 167.73 |
|
|
| Sandisk Corp (SNDK) | 0.1 | $6.1M | +56% | 2.7k | 2273.73 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $6.1M | -75% | 28k | 217.93 |
|
| Target Corporation (TGT) | 0.1 | $6.0M | -22% | 46k | 130.61 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $6.0M | -94% | 8.2k | 736.41 |
|
| Phillips 66 (PSX) | 0.1 | $5.9M | 35k | 169.05 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $5.8M | -3% | 50k | 117.67 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $5.7M | 19k | 298.08 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $5.6M | +6% | 98k | 57.62 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $5.6M | +3% | 104k | 53.47 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $5.5M | -74% | 35k | 158.03 |
|
| Medtronic SHS (MDT) | 0.1 | $5.5M | -9% | 70k | 78.23 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $5.4M | -77% | 55k | 98.98 |
|
| United Rentals (URI) | 0.1 | $5.4M | 4.8k | 1132.91 |
|
|
| Bwx Technologies (BWXT) | 0.1 | $5.4M | -5% | 28k | 194.65 |
|
| Pfizer (PFE) | 0.1 | $5.4M | -2% | 223k | 24.08 |
|
| First Tr Exchange-traded SHS (FVD) | 0.1 | $5.3M | -56% | 110k | 48.18 |
|
| At&t (T) | 0.1 | $5.3M | 254k | 20.70 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $5.2M | +2% | 10k | 501.38 |
|
| Us Bancorp Com New (USB) | 0.1 | $5.2M | +4% | 86k | 60.40 |
|
| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.1 | $5.2M | -82% | 100k | 51.78 |
|
| Cummins (CMI) | 0.1 | $5.2M | -17% | 7.2k | 713.17 |
|
| Spdr Series Trust St Str P500val (SPYV) | 0.1 | $5.1M | -96% | 84k | 60.79 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $5.1M | +5% | 67k | 75.51 |
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| Abbott Laboratories (ABT) | 0.1 | $5.0M | +8% | 55k | 90.74 |
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| Walt Disney Company (DIS) | 0.1 | $4.9M | -8% | 51k | 96.25 |
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| Franco-Nevada Corporation (FNV) | 0.1 | $4.9M | 23k | 208.44 |
|
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $4.9M | -20% | 59k | 82.65 |
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| Texas Pacific Land Corp (TPL) | 0.1 | $4.8M | 11k | 437.65 |
|
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| Gilead Sciences (GILD) | 0.1 | $4.8M | +14% | 38k | 126.34 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $4.8M | +3% | 52k | 92.27 |
|
| Boeing Company (BA) | 0.1 | $4.8M | -2% | 22k | 216.47 |
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| Constellation Energy (CEG) | 0.1 | $4.7M | +2% | 19k | 248.37 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $4.6M | +10% | 9.0k | 509.28 |
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| Linde SHS (LIN) | 0.1 | $4.6M | 8.8k | 518.92 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $4.6M | +5% | 17k | 271.99 |
|
| Blackrock (BLK) | 0.1 | $4.5M | +9% | 4.7k | 961.58 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $4.5M | 6.00 | 748850.00 |
|
|
| Uber Technologies (UBER) | 0.1 | $4.5M | -6% | 62k | 72.16 |
|
| Booking Holdings (BKNG) | 0.1 | $4.4M | +2476% | 25k | 178.24 |
|
| Dell Technologies CL C (DELL) | 0.1 | $4.4M | +99% | 10k | 431.48 |
|
| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 0.1 | $4.4M | -54% | 95k | 46.14 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $4.4M | -69% | 21k | 212.77 |
|
| MetLife (MET) | 0.1 | $4.4M | +126% | 52k | 84.61 |
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| Cardinal Health (CAH) | 0.1 | $4.3M | 18k | 237.57 |
|
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| Enbridge (ENB) | 0.1 | $4.3M | +3% | 80k | 54.21 |
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| Dominion Resources (D) | 0.1 | $4.3M | -8% | 62k | 68.29 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $4.2M | +5% | 72k | 58.98 |
|
| Dycom Industries (DY) | 0.1 | $4.2M | 8.3k | 505.59 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $4.2M | +8% | 170k | 24.55 |
|
| AFLAC Incorporated (AFL) | 0.1 | $4.2M | -3% | 35k | 117.25 |
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| Waste Management (WM) | 0.1 | $4.1M | 19k | 222.88 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $4.1M | -84% | 44k | 94.52 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $4.1M | 213k | 19.12 |
|
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| Hershey Company (HSY) | 0.1 | $4.1M | +5% | 23k | 175.45 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $4.1M | +7% | 86k | 46.94 |
|
| S&p Global (SPGI) | 0.1 | $4.0M | -2% | 9.9k | 407.28 |
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| Entergy Corporation (ETR) | 0.1 | $4.0M | +4% | 35k | 114.86 |
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| CSX Corporation (CSX) | 0.1 | $4.0M | 84k | 47.53 |
|
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| Axis Cap Hldgs SHS (AXS) | 0.1 | $4.0M | +5% | 37k | 107.44 |
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| Trane Technologies SHS (TT) | 0.1 | $3.9M | +6% | 8.0k | 491.15 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $3.9M | +3% | 87k | 45.11 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $3.9M | -94% | 20k | 190.52 |
|
| American Centy Etf Tr Avantis Core Fi (AVIG) | 0.1 | $3.8M | +5% | 92k | 41.41 |
|
| First Tr Exchange-traded Energy Alphadx (FXN) | 0.1 | $3.8M | -33% | 189k | 20.23 |
|
| Consolidated Edison (ED) | 0.1 | $3.8M | +5% | 34k | 110.63 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $3.8M | -85% | 112k | 33.84 |
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| Fastenal Company (FAST) | 0.1 | $3.7M | 78k | 48.03 |
|
|
| Strategy Cl A New (MSTR) | 0.1 | $3.7M | -12% | 43k | 86.93 |
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| Ubs Group SHS (UBS) | 0.1 | $3.7M | -11% | 75k | 49.56 |
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| T. Rowe Price (TROW) | 0.1 | $3.7M | +2% | 32k | 113.69 |
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| Kinder Morgan (KMI) | 0.1 | $3.7M | 115k | 31.97 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $3.6M | -79% | 5.5k | 655.95 |
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| Valero Energy Corporation (VLO) | 0.1 | $3.6M | +5% | 14k | 260.45 |
|
| Technipfmc (FTI) | 0.1 | $3.5M | -12% | 53k | 66.30 |
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| First Community Corporation (FCCO) | 0.1 | $3.5M | +5% | 107k | 32.68 |
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| Stryker Corporation (SYK) | 0.1 | $3.4M | +9% | 11k | 314.83 |
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| Digital Realty Trust (DLR) | 0.1 | $3.4M | +56% | 19k | 179.58 |
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| salesforce (CRM) | 0.1 | $3.4M | -4% | 22k | 156.66 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $3.4M | -95% | 35k | 96.58 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $3.4M | +11% | 33k | 103.45 |
|
| Etf Ser Solutions Aptus Defined (DRSK) | 0.1 | $3.3M | -50% | 116k | 28.75 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.1 | $3.3M | -98% | 28k | 118.99 |
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| Emerson Electric (EMR) | 0.1 | $3.3M | +3% | 23k | 143.15 |
|
| 3M Company (MMM) | 0.1 | $3.3M | +2% | 21k | 161.91 |
|
| RBB F/m Us Treasury (TBIL) | 0.1 | $3.3M | -94% | 67k | 49.86 |
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.1 | $3.3M | -94% | 48k | 68.54 |
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| General Dynamics Corporation (GD) | 0.1 | $3.3M | 9.3k | 354.23 |
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| Labcorp Holdings Com Shs (LH) | 0.1 | $3.3M | 12k | 279.99 |
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| Xpo Logistics Inc equity (XPO) | 0.1 | $3.3M | +2% | 16k | 205.29 |
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| Iron Mountain (IRM) | 0.1 | $3.3M | 26k | 126.31 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $3.2M | +4% | 9.7k | 334.83 |
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| Allstate Corporation (ALL) | 0.1 | $3.2M | +15% | 14k | 237.94 |
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| State Street Corporation (STT) | 0.1 | $3.2M | +673% | 19k | 169.60 |
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| Vistra Energy (VST) | 0.1 | $3.2M | 20k | 158.63 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $3.1M | -31% | 63k | 48.43 |
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| Flexshares Tr Cr Scd Us Bd (SKOR) | 0.1 | $3.0M | +62% | 63k | 48.54 |
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| Ares Capital Corporation (ARCC) | 0.1 | $3.0M | 165k | 18.53 |
|
|
| Wec Energy Group (WEC) | 0.1 | $3.0M | +3% | 26k | 116.77 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $3.0M | -90% | 96k | 31.71 |
|
| Albemarle Corporation (ALB) | 0.1 | $3.0M | -4% | 22k | 135.03 |
|
| Frontline (FRO) | 0.1 | $3.0M | +2% | 87k | 34.79 |
|
| Nebius Group Shs Class A (NBIS) | 0.1 | $3.0M | -43% | 11k | 276.17 |
|
| EOG Resources (EOG) | 0.1 | $3.0M | 23k | 129.73 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.9M | -50% | 24k | 124.17 |
|
| Prologis (PLD) | 0.1 | $2.9M | +3% | 22k | 135.47 |
|
| Wisdomtree Tr Us S Cap Qty Div (DGRS) | 0.1 | $2.9M | -10% | 48k | 59.35 |
|
| Delta Air Lines Com New (DAL) | 0.1 | $2.9M | +3% | 31k | 93.66 |
|
| Seven Hills Realty Trust (SEVN) | 0.1 | $2.8M | -10% | 336k | 8.43 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $2.8M | 7.6k | 370.61 |
|
|
| O'reilly Automotive (ORLY) | 0.1 | $2.8M | -27% | 31k | 92.09 |
|
| Fortinet (FTNT) | 0.1 | $2.8M | +278% | 18k | 153.62 |
|
| Nucor Corporation (NUE) | 0.1 | $2.8M | -4% | 13k | 222.76 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $2.7M | -87% | 9.4k | 290.62 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $2.7M | -88% | 25k | 107.62 |
|
| Southstate Bk Corp (SSB) | 0.1 | $2.7M | 27k | 99.90 |
|
|
| Etf Ser Solutions Aptus Int Enh Yl (IDUB) | 0.1 | $2.7M | -66% | 99k | 27.49 |
|
| McKesson Corporation (MCK) | 0.1 | $2.7M | +9% | 3.5k | 755.53 |
|
| Descartes Sys Grp (DSGX) | 0.1 | $2.7M | 39k | 69.24 |
|
|
| Capital One Financial (COF) | 0.1 | $2.7M | -9% | 13k | 200.62 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.7M | +45% | 21k | 124.44 |
|
| Bank of New York Mellon Corporation (BNY) | 0.1 | $2.7M | 18k | 144.61 |
|
|
| Norfolk Southern (NSC) | 0.1 | $2.6M | +5% | 8.3k | 314.60 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $2.6M | +6% | 28k | 93.40 |
|
| Snap-on Incorporated (SNA) | 0.1 | $2.6M | +1027% | 6.4k | 402.40 |
|
| Johnson Controls Internation SHS (JCI) | 0.1 | $2.6M | -27% | 18k | 146.11 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $2.6M | -71% | 51k | 50.58 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $2.6M | -51% | 33k | 79.03 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.6M | -97% | 11k | 236.63 |
|
| Oneok (OKE) | 0.1 | $2.5M | 29k | 86.94 |
|
|
| Shell Spon Ads (SHEL) | 0.1 | $2.5M | 33k | 77.54 |
|
|
| Capital City Bank (CCBG) | 0.1 | $2.5M | +645% | 51k | 49.42 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.5M | -81% | 29k | 86.14 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $2.5M | 23k | 109.77 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.1 | $2.5M | +33% | 44k | 55.50 |
|
| Elanco Animal Health (ELAN) | 0.1 | $2.4M | 99k | 24.61 |
|
|
| General Mills (GIS) | 0.1 | $2.4M | +10% | 69k | 34.80 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $2.4M | -14% | 12k | 205.02 |
|
| American Tower Reit (AMT) | 0.1 | $2.4M | +6% | 15k | 163.57 |
|
| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.1 | $2.4M | 1.1k | 2080.79 |
|
|
| Jabil Circuit (JBL) | 0.1 | $2.4M | -7% | 6.1k | 385.48 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $2.3M | 7.4k | 317.55 |
|
|
| Hut 8 Corp (HUT) | 0.1 | $2.3M | -5% | 20k | 115.44 |
|
| Archer Daniels Midland Company (ADM) | 0.1 | $2.3M | -3% | 30k | 76.40 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $2.3M | 2.4k | 978.20 |
|
|
| Ameriprise Financial (AMP) | 0.1 | $2.3M | -7% | 5.0k | 458.79 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.3M | -94% | 30k | 77.11 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $2.3M | +70% | 9.0k | 255.67 |
|
Past Filings by Independent Advisor Alliance
SEC 13F filings are viewable for Independent Advisor Alliance going back to 2016
- Independent Advisor Alliance 2026 Q2 filed Aug. 12, 2026
- Independent Advisor Alliance 2026 Q1 filed May 12, 2026
- Independent Advisor Alliance 2025 Q4 filed Feb. 4, 2026
- Independent Advisor Alliance 2025 Q3 filed Nov. 4, 2025
- Independent Advisor Alliance 2025 Q2 filed Aug. 11, 2025
- Independent Advisor Alliance 2025 Q1 filed May 12, 2025
- Independent Advisor Alliance 2024 Q4 filed Feb. 7, 2025
- Independent Advisor Alliance 2024 Q3 filed Nov. 13, 2024
- 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