Independent Advisor Alliance
Latest statistics and disclosures from Independent Advisor Alliance's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, ABCB, MSFT, AMZN, and represent 25.59% of Independent Advisor Alliance's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$12M), FTGS (+$7.1M), GRMN, GLD, PLTR, AGX, HSAI, VNET, IBM, ARGX.
- Started 62 new stock positions in ABSI, AGX, SFBS, UWMC, HUMA, KULR, RGTI, CNH, BXP, PATH.
- Reduced shares in these 10 stocks: SPLG (-$194M), QQQM (-$138M), SPYG (-$127M), IVV (-$118M), SPY (-$113M), , SPHQ (-$84M), SPYV (-$78M), VIG (-$77M), QQQ (-$69M).
- Sold out of its positions in YEAR, HYFI, OUSA, OUSM, ARKK, ANF, AWP, ACP, SIVR, SGOL.
- Independent Advisor Alliance was a net seller of stock by $-4.3B.
- Independent Advisor Alliance has $3.0B in assets under management (AUM), dropping by -59.90%.
- Central Index Key (CIK): 0001696899
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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.
- Sign up to view all of the Independent Advisor Alliance March 31, 2025 positions
- Download the Independent Advisor Alliance March 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.0 | $213M | 960k | 222.13 |
|
|
| NVIDIA Corporation (NVDA) | 6.1 | $183M | +7% | 1.7M | 108.38 |
|
| 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 |
|
| Meta Platforms Cl A (META) | 1.6 | $50M | +2% | 86k | 576.36 |
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $46M | +2% | 185k | 245.30 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $43M | -3% | 275k | 154.64 |
|
| 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 |
|
|
| 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 |
|
| Coca-Cola Company (KO) | 1.0 | $30M | 415k | 71.62 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 1.0 | $30M | +15% | 103k | 288.14 |
|
| Tesla Motors (TSLA) | 1.0 | $30M | -2% | 114k | 259.16 |
|
| Wal-Mart Stores (WMT) | 1.0 | $29M | -5% | 334k | 87.79 |
|
| Visa Com Cl A (V) | 0.9 | $29M | +4% | 81k | 350.46 |
|
| Netflix (NFLX) | 0.8 | $25M | +9% | 27k | 932.52 |
|
| Abbvie (ABBV) | 0.8 | $24M | -7% | 116k | 209.52 |
|
| Procter & Gamble Company (PG) | 0.8 | $24M | -2% | 138k | 170.42 |
|
| McDonald's Corporation (MCD) | 0.7 | $21M | -11% | 66k | 312.37 |
|
| Chevron Corporation (CVX) | 0.7 | $20M | -2% | 122k | 167.29 |
|
| UnitedHealth (UNH) | 0.6 | $18M | -5% | 34k | 523.76 |
|
| International Business Machines (IBM) | 0.6 | $18M | +18% | 71k | 248.66 |
|
| Microstrategy Cl A New (MSTR) | 0.6 | $17M | +9% | 58k | 288.27 |
|
| 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 |
|
| Caterpillar (CAT) | 0.5 | $15M | -7% | 46k | 329.80 |
|
| Waste Management (WM) | 0.4 | $14M | -7% | 58k | 231.51 |
|
| Lowe's Companies (LOW) | 0.4 | $13M | +2% | 57k | 233.23 |
|
| 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 |
|
|
| Simon Property (SPG) | 0.4 | $13M | +9% | 76k | 166.08 |
|
| Metropcs Communications (TMUS) | 0.4 | $13M | +7% | 47k | 266.71 |
|
| salesforce (CRM) | 0.4 | $12M | 44k | 268.36 |
|
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| Southern Company (SO) | 0.4 | $12M | -9% | 126k | 91.95 |
|
| Mitek Sys Com New (MITK) | 0.4 | $11M | -10% | 1.3M | 8.25 |
|
| 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 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $10M | -70% | 38k | 274.84 |
|
| Parker-Hannifin Corporation (PH) | 0.3 | $10M | -7% | 17k | 607.87 |
|
| Chubb (CB) | 0.3 | $10M | -9% | 33k | 301.99 |
|
| Amgen (AMGN) | 0.3 | $9.8M | +4% | 32k | 311.56 |
|
| Abbott Laboratories (ABT) | 0.3 | $9.5M | -4% | 72k | 132.65 |
|
| Bank of America Corporation (BAC) | 0.3 | $9.5M | -8% | 227k | 41.73 |
|
| Verizon Communications (VZ) | 0.3 | $9.5M | +5% | 209k | 45.36 |
|
| ConocoPhillips (COP) | 0.3 | $9.3M | -2% | 89k | 105.02 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $9.2M | -9% | 24k | 383.54 |
|
| 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 |
|
| Eaton Corp SHS (ETN) | 0.3 | $9.0M | -6% | 33k | 271.83 |
|
| Nextera Energy (NEE) | 0.3 | $9.0M | +2% | 127k | 70.89 |
|
| Progressive Corporation (PGR) | 0.3 | $8.7M | +11% | 31k | 283.00 |
|
| 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 |
|
| At&t (T) | 0.3 | $8.3M | +36% | 292k | 28.28 |
|
| 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 |
|
| Altria (MO) | 0.3 | $8.0M | -13% | 133k | 60.02 |
|
| Linde SHS (LIN) | 0.3 | $7.9M | -9% | 17k | 465.65 |
|
| 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 |
|
| Vistra Energy (VST) | 0.3 | $7.8M | +13% | 66k | 117.44 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.3 | $7.6M | -52% | 170k | 44.59 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $7.6M | -17% | 24k | 312.05 |
|
| Servicenow (NOW) | 0.2 | $7.6M | +15% | 9.5k | 796.14 |
|
| 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 |
|
| 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 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.2 | $6.1M | -66% | 123k | 49.16 |
|
| 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 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $5.9M | -9% | 45k | 132.46 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $5.9M | +10% | 318k | 18.59 |
|
| 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 |
|
| 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 |
|
| S&p Global (SPGI) | 0.2 | $5.7M | 11k | 508.11 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $5.7M | 16k | 352.58 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $5.7M | -65% | 57k | 98.92 |
|
| 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 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $5.3M | +2% | 74k | 72.20 |
|
| Hershey Company (HSY) | 0.2 | $5.2M | +3% | 31k | 171.03 |
|
| TJX Companies (TJX) | 0.2 | $5.2M | -3% | 43k | 121.80 |
|
| 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 |
|
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $2.7M | 10k | 268.43 |
|
|
| Royal Caribbean Cruises (RCL) | 0.1 | $2.7M | +106% | 13k | 205.43 |
|
| Argenx Se Sponsored Adr (ARGX) | 0.1 | $2.6M | NEW | 4.5k | 591.86 |
|
| South State Corporation (SSB) | 0.1 | $2.6M | 28k | 92.82 |
|
|
| Ubs Group SHS (UBS) | 0.1 | $2.6M | 86k | 30.63 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $2.6M | -2% | 3.8k | 679.81 |
|
| Rithm Capital Corp Com New (RITM) | 0.1 | $2.6M | +2% | 227k | 11.45 |
|
| Cme (CME) | 0.1 | $2.6M | +10% | 9.8k | 265.29 |
|
| Ameriprise Financial (AMP) | 0.1 | $2.6M | +2% | 5.3k | 484.15 |
|
| Intel Corporation (INTC) | 0.1 | $2.5M | +38% | 111k | 22.71 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.1 | $2.5M | +3% | 41k | 60.08 |
|
| Wec Energy Group (WEC) | 0.1 | $2.4M | +2% | 22k | 108.98 |
|
| IDEX Corporation (IEX) | 0.1 | $2.4M | 13k | 180.97 |
|
|
| Iron Mountain (IRM) | 0.1 | $2.4M | -29% | 28k | 86.04 |
|
| Textron (TXT) | 0.1 | $2.4M | -3% | 33k | 72.25 |
|
| T. Rowe Price (TROW) | 0.1 | $2.4M | +4% | 26k | 91.87 |
|
| Zimmer Holdings (ZBH) | 0.1 | $2.3M | +7% | 21k | 113.18 |
|
| Cardinal Health (CAH) | 0.1 | $2.3M | -3% | 17k | 137.77 |
|
| First Community Corporation (FCCO) | 0.1 | $2.3M | +4% | 103k | 22.56 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $2.3M | -82% | 59k | 39.37 |
|
| Constellation Energy (CEG) | 0.1 | $2.3M | +48% | 11k | 201.64 |
|
| Emcor (EME) | 0.1 | $2.3M | +15% | 6.1k | 369.63 |
|
| Kroger (KR) | 0.1 | $2.3M | 33k | 67.69 |
|
|
| CSX Corporation (CSX) | 0.1 | $2.3M | -9% | 77k | 29.43 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $2.3M | -65% | 26k | 87.17 |
|
| Oneok (OKE) | 0.1 | $2.3M | +11% | 23k | 99.22 |
|
| General Mills (GIS) | 0.1 | $2.2M | +12% | 37k | 59.79 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.2M | -87% | 30k | 75.65 |
|
| Becton, Dickinson and (BDX) | 0.1 | $2.2M | -7% | 9.6k | 229.05 |
|
| V.F. Corporation (VFC) | 0.1 | $2.2M | +101% | 141k | 15.52 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $2.2M | -2% | 32k | 67.75 |
|
| MetLife (MET) | 0.1 | $2.2M | 27k | 80.29 |
|
|
| Chesapeake Energy Corp (EXE) | 0.1 | $2.2M | -5% | 19k | 111.32 |
|
| FedEx Corporation (FDX) | 0.1 | $2.1M | +19% | 8.8k | 243.80 |
|
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.1 | $2.1M | 1.1k | 1854.12 |
|
|
| Dorchester Minerals Com Unit (DMLP) | 0.1 | $2.1M | -2% | 70k | 30.08 |
|
| Clorox Company (CLX) | 0.1 | $2.1M | -6% | 14k | 147.25 |
|
| Xpo Logistics Inc equity (XPO) | 0.1 | $2.1M | +2% | 19k | 107.58 |
|
| Alaska Air (ALK) | 0.1 | $2.1M | NEW | 42k | 49.22 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $2.1M | -58% | 26k | 78.94 |
|
Past Filings by Independent Advisor Alliance
SEC 13F filings are viewable for Independent Advisor Alliance going back to 2016
- 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
- Independent Advisor Alliance 2022 Q2 filed Aug. 4, 2022
- Independent Advisor Alliance 2022 Q1 filed May 6, 2022
- Independent Advisor Alliance 2021 Q4 filed Feb. 11, 2022
- Independent Advisor Alliance 2021 Q3 filed Nov. 1, 2021
- Independent Advisor Alliance 2021 Q2 filed Aug. 12, 2021