Independent Advisor Alliance Top Holdings and 13F Report (2025) About Independent Advisor AllianceInvestment ActivityIndependent Advisor Alliance has $3.47 billion in total holdings as of June 30, 2025.Independent Advisor Alliance owns shares of 889 different stocks, but just 171 companies or ETFs make up 80% of its holdings.Approximately 7.09% of the portfolio was purchased this quarter.About 4.00% of the portfolio was sold this quarter.This quarter, Independent Advisor Alliance has purchased 813 new stocks and bought additional shares in 406 stocks.Independent Advisor Alliance sold shares of 338 stocks and completely divested from 48 stocks this quarter.Largest Holdings NVIDIA $283,160,293Apple $193,501,961Ameris Bancorp $161,134,705Microsoft $156,764,494Amazon.com $130,865,452 Largest New Holdings this Quarter 46138G649 - Invesco NASDAQ 100 ETF $3,677,310 Holding30161Q104 - Exelixis $3,410,217 Holding29082A107 - Embraer-Empresa Brasileira de Aeronautica $3,237,512 Holding199908104 - Comfort Systems USA $3,143,794 HoldingM3760D101 - Elbit Systems $2,688,460 Holding Largest Purchases this Quarter NVIDIA 100,179 shares (about $15.83M)Berkshire Hathaway 24,116 shares (about $11.71M)iShares Core S&P 500 ETF 18,060 shares (about $11.21M)PALANTIR TECHNOLOGIES INC 46,990 shares (about $6.41M)First Trust Growth Strength ETF 164,260 shares (about $5.62M) Largest Sales this Quarter Eaton 22,525 shares (about $8.04M)CocaCola 62,964 shares (about $4.45M)Microsoft 8,356 shares (about $4.16M)First Trust Value Line Dividend Index Fund 80,346 shares (about $3.59M)Apple 17,240 shares (about $3.54M) Sector Allocation Over TimeMap of 500 Largest Holdings ofIndependent Advisor Alliance Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$283,160,293$15,827,291 ▲5.9%1,792,2668.2%Computer and TechnologyAAPLApple$193,501,961$3,537,130 ▼-1.8%943,1305.6%Computer and TechnologyABCBAmeris Bancorp$161,134,705$5,305 ▲0.0%2,490,4904.6%FinanceMSFTMicrosoft$156,764,494$4,156,352 ▼-2.6%315,1624.5%Computer and TechnologyAMZNAmazon.com$130,865,452$246,814 ▲0.2%596,4963.8%Retail/WholesaleMETAMeta Platforms$65,617,756$2,243,796 ▲3.5%88,9021.9%Computer and TechnologyBRK.BBerkshire Hathaway$58,864,937$11,714,792 ▲24.8%121,1791.7%FinanceAVGOBroadcom$56,452,519$87,381 ▼-0.2%204,7981.6%Computer and TechnologyJPMJPMorgan Chase & Co.$50,333,188$3,409,914 ▼-6.3%173,6171.5%FinanceGOOGLAlphabet$48,687,499$202,136 ▲0.4%276,2721.4%Computer and TechnologyGOOGAlphabet$47,672,817$520,462 ▲1.1%268,7461.4%Computer and TechnologyAMDAdvanced Micro Devices$41,917,439$454,222 ▲1.1%295,4011.2%Computer and TechnologyTSLATesla$40,408,239$4,149,591 ▲11.4%127,2061.2%Auto/Tires/TrucksHDHome Depot$40,213,564$436,303 ▼-1.1%109,6811.2%Retail/WholesaleNFLXNetflix$38,943,609$3,161,716 ▲8.8%29,0811.1%Consumer DiscretionaryLLYEli Lilly and Company$33,644,694$769,400 ▼-2.2%43,1601.0%MedicalGLDSPDR Gold Shares$33,170,386$1,867,999 ▲6.0%108,8161.0%FinanceCOSTCostco Wholesale$32,583,437$2,038,259 ▼-5.9%32,9150.9%Retail/WholesaleWMTWalmart$31,919,925$759,263 ▼-2.3%326,4460.9%Retail/WholesaleXOMExxon Mobil$31,635,787$3,416,295 ▼-9.7%293,4670.9%EnergyVVisa$28,941,555$39,056 ▲0.1%81,5140.8%Business ServicesKOCocaCola$24,873,075$4,454,727 ▼-15.2%351,5610.7%Consumer StaplesMSTRMicroStrategy$22,970,780$518,223 ▼-2.2%56,8260.7%Computer and TechnologyPGProcter & Gamble$21,451,486$538,502 ▼-2.4%134,6440.6%Consumer StaplesABBVAbbVie$21,142,907$292,906 ▼-1.4%113,9050.6%MedicalIBMInternational Business Machines$21,054,661$47,754 ▲0.2%71,4250.6%Computer and TechnologyPALANTIR TECHNOLOGIES INC$19,592,433$6,405,669 ▲48.6%143,7240.6%CL AMCDMcDonald's$17,947,953$1,214,255 ▼-6.3%61,4300.5%Retail/WholesaleCTASCintas$17,625,019$65,970 ▼-0.4%79,0820.5%Business ServicesCATCaterpillar$17,321,651$553,979 ▼-3.1%44,6190.5%IndustrialsIVViShares Core S&P 500 ETF$16,056,352$11,213,369 ▲231.5%25,8600.5%ETFDUKDuke Energy$15,963,311$26,314 ▲0.2%135,2820.5%UtilitiesCVXChevron$15,912,118$1,549,744 ▼-8.9%111,1260.5%EnergyMAMastercard$15,847,585$345,588 ▼-2.1%28,2020.5%Business ServicesJNJJohnson & Johnson$14,343,012$325,512 ▼-2.2%93,8980.4%MedicalPMPhilip Morris International$14,050,718$579,725 ▼-4.0%77,1460.4%Consumer StaplesFTGSFirst Trust Growth Strength ETF$13,740,106$5,616,049 ▲69.1%401,8750.4%ETFVTIVanguard Total Stock Market ETF$13,711,761$2,196,192 ▲19.1%45,1150.4%ETFORCLOracle$13,709,769$696,999 ▲5.4%62,7070.4%Computer and TechnologyVSTVistra$13,670,092$817,690 ▲6.4%70,5330.4%UtilitiesSPLGSPDR Portfolio S&P 500 ETF$13,418,159$4,741,285 ▲54.6%184,5940.4%ETFTFCTruist Financial$12,892,823$386,524 ▼-2.9%299,9020.4%FinanceCRMSalesforce$12,111,995$145,343 ▲1.2%44,4170.3%Computer and TechnologyPHParker-Hannifin$12,079,238$368,789 ▲3.1%17,2940.3%IndustrialsMITKMitek Systems$12,065,139$1,176,032 ▼-8.9%1,218,7000.3%Computer and TechnologyLOWLowe's Companies$11,852,731$791,188 ▼-6.3%53,4220.3%Retail/WholesaleWMWaste Management$11,848,159$1,458,510 ▼-11.0%51,7790.3%Business ServicesSPGSimon Property Group$11,709,888$473,919 ▼-3.9%72,8410.3%FinanceLMTLockheed Martin$11,551,315$595,142 ▲5.4%24,9410.3%AerospaceARISTA NETWORKS INC$11,432,446$697,551 ▲6.5%111,7430.3%COM SHSSOSouthern$11,396,802$188,435 ▼-1.6%124,1080.3%UtilitiesAXPAmerican Express$11,165,475$1,648,840 ▼-12.9%35,0030.3%FinancePEPPepsiCo$11,095,646$2,874,888 ▼-20.6%84,0330.3%Consumer StaplesBACBank of America$10,561,779$172,056 ▼-1.6%223,1990.3%FinanceTMUST-Mobile US$10,488,304$688,562 ▼-6.2%44,0210.3%Computer and TechnologyNOWServiceNow$9,893,890$135,702 ▲1.4%9,6240.3%Computer and TechnologyBXBlackstone$9,556,377$215,096 ▼-2.2%63,8880.3%FinanceABTAbbott Laboratories$9,424,965$342,746 ▼-3.5%69,2960.3%MedicalPANWPalo Alto Networks$9,334,651$362,008 ▲4.0%45,6150.3%Computer and TechnologySPOTSpotify Technology$9,240,300$1,094,993 ▲13.4%12,0420.3%Computer and TechnologyVRTVertiv$9,193,013$263,241 ▼-2.8%71,5910.3%Computer and TechnologyCBChubb$9,137,702$512,511 ▼-5.3%31,5400.3%FinanceVZVerizon Communications$9,105,097$80,785 ▲0.9%210,4250.3%Computer and TechnologyCRWDCrowdStrike$8,800,677$589,768 ▲7.2%17,2800.3%Computer and TechnologyAMGNAmgen$8,779,954$27,922 ▼-0.3%31,4450.3%MedicalADBEAdobe$8,692,232$614,766 ▼-6.6%22,4670.3%Computer and TechnologyHONHoneywell International$8,674,666$3,027 ▼0.0%37,2500.3%Multi-Sector ConglomeratesSUPER MICRO COMPUTER INC$8,565,932$1,390,857 ▼-14.0%174,7790.2%COM NEWTRVTravelers Companies$8,556,661$587,781 ▼-6.4%31,9830.2%FinanceNEENextEra Energy$8,411,706$394,376 ▼-4.5%121,1710.2%UtilitiesPGRProgressive$8,340,538$117,420 ▲1.4%31,2540.2%FinanceUNPUnion Pacific$8,274,574$61,431 ▲0.7%35,9640.2%TransportationINTUIntuit$8,000,837$462,344 ▲6.1%10,1580.2%Computer and TechnologyLINDE PLC$7,972,262$1,877 ▲0.0%16,9920.2%SHSTAT&T$7,863,840$590,781 ▼-7.0%271,7290.2%Computer and TechnologyUNHUnitedHealth Group$7,783,920$2,901,929 ▼-27.2%24,9510.2%MedicalGEGE Aerospace$7,723,411$355,194 ▲4.8%30,0070.2%AerospaceMUMicron Technology$7,720,071$123,867 ▲1.6%62,6370.2%Computer and TechnologySEZZLE INC$7,674,768$1,306,733 ▼-14.5%42,8160.2%COMCSCOCisco Systems$7,618,766$332,053 ▲4.6%109,8120.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$7,612,736$1,313,181 ▲20.8%33,6120.2%Computer and TechnologyMOAltria Group$7,429,857$358,524 ▼-4.6%126,7240.2%Consumer StaplesISRGIntuitive Surgical$7,405,031$835,219 ▲12.7%13,6270.2%MedicalDISWalt Disney$7,279,835$221,980 ▼-3.0%58,7030.2%Consumer DiscretionaryQCOMQUALCOMM$7,228,311$427,293 ▼-5.6%45,3870.2%Computer and TechnologyCOPConocoPhillips$7,140,821$842,572 ▼-10.6%79,5720.2%EnergyCCitigroup$6,994,512$296,900 ▼-4.1%82,1720.2%Financial ServicesGE VERNOVA INC$6,799,692$1,858,406 ▲37.6%12,8500.2%COMRTXRTX$6,648,321$116,960 ▲1.8%45,5310.2%AerospaceHSYHershey$6,632,194$1,545,493 ▲30.4%39,9650.2%Consumer StaplesWFCWells Fargo & Company$6,426,589$137,806 ▼-2.1%80,2120.2%FinanceGDGeneral Dynamics$6,366,910$29,166 ▼-0.5%21,8300.2%AerospaceACNAccenture$6,318,364$923,888 ▼-12.8%21,1390.2%Computer and TechnologySPGIS&P Global$6,239,877$319,007 ▲5.4%11,8340.2%FinanceURIUnited Rentals$6,148,746$138,631 ▼-2.2%8,1610.2%ConstructionMRKMerck & Co., Inc.$6,093,279$1,009,372 ▲19.9%76,9740.2%MedicalAGGiShares Core U.S. Aggregate Bond ETF$6,066,874$385,590 ▲6.8%61,1580.2%FinanceGSThe Goldman Sachs Group$6,065,467$931,407 ▲18.1%8,5700.2%FinanceDEDeere & Company$5,912,705$177,463 ▼-2.9%11,6280.2%IndustrialsUBERUber Technologies$5,911,057$1,880,286 ▲46.6%63,3550.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access