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 667 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Independent Advisor Alliance has 667 total positions. Only the first 250 positions are shown.

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