Independent Advisor Alliance Top Holdings and 13F Report (2025) About Independent Advisor AllianceInvestment ActivityIndependent Advisor Alliance has $3.03 billion in total holdings as of March 31, 2025.Independent Advisor Alliance owns shares of 813 different stocks, but just 163 companies or ETFs make up 80% of its holdings.Approximately 4.35% of the portfolio was purchased this quarter.About 146.65% of the portfolio was sold this quarter.This quarter, Independent Advisor Alliance has purchased 1,347 new stocks and bought additional shares in 328 stocks.Independent Advisor Alliance sold shares of 412 stocks and completely divested from 596 stocks this quarter.Largest Holdings Apple $213,326,982NVIDIA $183,388,353Ameris Bancorp $143,372,784Microsoft $121,445,325Amazon.com $113,275,369 Largest New Holdings this Quarter 33733E823 - First Trust Growth Strength ETF $7,069,046 Holding04010E109 - Argan $3,073,576 Holding428050108 - Hesai Group $2,890,292 Holding90138A103 - VNET Group $2,846,327 Holding04016X101 - argenx $2,649,778 Holding Largest Purchases this Quarter NVIDIA 111,746 shares (about $12.11M)First Trust Growth Strength ETF 237,615 shares (about $7.07M)Garmin 19,232 shares (about $4.18M)SPDR Gold Shares 13,842 shares (about $3.99M)PALANTIR TECHNOLOGIES INC 40,204 shares (about $3.39M) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 2,947,578 shares (about $193.83M)SPDR Portfolio S&P 500 Growth ETF 1,579,331 shares (about $126.93M)iShares Core S&P 500 ETF 210,533 shares (about $118.30M)SPDR S&P 500 ETF Trust 201,472 shares (about $112.71M)SPDR Portfolio S&P 500 Value ETF 1,526,185 shares (about $77.94M) 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 PortfolioSectorAAPLApple$213,326,982$1,835,460 ▲0.9%960,3707.0%Computer and TechnologyNVDANVIDIA$183,388,353$12,111,029 ▲7.1%1,692,0876.1%Computer and TechnologyABCBAmeris Bancorp$143,372,784$345 ▲0.0%2,490,4084.7%FinanceMSFTMicrosoft$121,445,325$935,847 ▼-0.8%323,5184.0%Computer and TechnologyAMZNAmazon.com$113,275,369$585,240 ▲0.5%595,3713.7%Retail/WholesaleBRK.BBerkshire Hathaway$51,693,806$2,093,039 ▲4.2%97,0631.7%FinanceMETAMeta Platforms$49,487,469$1,425,916 ▲3.0%85,8621.6%Computer and TechnologyJPMJPMorgan Chase & Co.$45,473,520$964,766 ▲2.2%185,3791.5%FinanceGOOGLAlphabet$42,545,391$1,514,546 ▼-3.4%275,1251.4%Computer and TechnologyGOOGAlphabet$41,527,714$414,633 ▲1.0%265,8121.4%Computer and TechnologyHDHome Depot$40,632,889$45,445 ▼-0.1%110,8711.3%Retail/WholesaleXOMExxon Mobil$38,671,029$5,590 ▼0.0%325,1581.3%EnergyLLYEli Lilly and Company$36,461,448$147,838 ▲0.4%44,1471.2%MedicalAVGOBroadcom$34,342,475$384,253 ▼-1.1%205,1151.1%Computer and TechnologyCOSTCostco Wholesale$33,078,118$142,815 ▼-0.4%34,9741.1%Retail/WholesaleAMDAdvanced Micro Devices$30,020,668$1,361,718 ▼-4.3%292,2001.0%Computer and TechnologyKOCoca-Cola$29,688,382$440,250 ▼-1.5%414,5251.0%Consumer StaplesGLDSPDR Gold Shares$29,588,397$3,988,417 ▲15.6%102,6881.0%FinanceTSLATesla$29,581,135$786,028 ▼-2.6%114,1431.0%Auto/Tires/TrucksWMTWalmart$29,340,384$1,627,539 ▼-5.3%334,2111.0%Retail/WholesaleVVisa$28,528,951$1,174,396 ▲4.3%81,4040.9%Business ServicesNFLXNetflix$24,916,883$2,116,816 ▲9.3%26,7200.8%Consumer DiscretionaryABBVAbbVie$24,195,958$1,955,656 ▼-7.5%115,4830.8%MedicalPGProcter & Gamble$23,522,076$538,187 ▼-2.2%138,0240.8%Consumer StaplesMCDMcDonald's$20,487,308$2,700,779 ▼-11.6%65,5860.7%Retail/WholesaleCVXChevron$20,400,753$546,534 ▼-2.6%121,9490.7%EnergyUNHUnitedHealth Group$17,940,490$969,487 ▼-5.1%34,2530.6%MedicalIBMInternational Business Machines$17,720,316$2,734,523 ▲18.2%71,2630.6%Computer and TechnologyMSTRStrategy$16,750,886$1,476,815 ▲9.7%58,1080.6%Computer and TechnologyDUKDuke Energy$16,473,244$145,267 ▲0.9%135,0590.5%UtilitiesCTASCintas$16,314,530$184,155 ▼-1.1%79,3780.5%Business ServicesJNJJohnson & Johnson$15,925,355$422,558 ▲2.7%96,0290.5%MedicalPEPPepsiCo$15,864,470$15,144 ▼-0.1%105,8060.5%Consumer StaplesMAMastercard$15,795,000$893,426 ▲6.0%28,8170.5%Business ServicesCATCaterpillar$15,185,919$1,158,583 ▼-7.1%46,0460.5%IndustrialsWMWaste Management$13,462,917$1,111,936 ▼-7.6%58,1530.4%Business ServicesLOWLowe's Companies$13,291,445$381,801 ▲3.0%56,9880.4%Retail/WholesalePMPhilip Morris International$12,750,526$600,154 ▲4.9%80,3290.4%Consumer StaplesTFCTruist Financial$12,710,969$170,814 ▲1.4%308,8930.4%FinanceSPGSimon Property Group$12,587,103$1,052,122 ▲9.1%75,7890.4%FinanceTMUST-Mobile US$12,511,835$923,898 ▲8.0%46,9110.4%Computer and TechnologyCRMSalesforce$11,776,667$145,182 ▲1.2%43,8840.4%Computer and TechnologySOSouthern$11,600,473$1,265,147 ▼-9.8%126,1600.4%UtilitiesMITKMitek Systems$11,034,326$1,324,961 ▼-10.7%1,337,4910.4%Computer and TechnologyAXPAmerican Express$10,808,201$40,626 ▼-0.4%40,1720.4%FinanceLMTLockheed Martin$10,567,228$723,660 ▲7.4%23,6560.3%AerospaceVTIVanguard Total Stock Market ETF$10,413,489$25,005,676 ▼-70.6%37,8890.3%ETFPHParker-Hannifin$10,191,478$799,344 ▼-7.3%16,7660.3%IndustrialsCBChubb$10,058,897$1,105,576 ▼-9.9%33,3090.3%FinanceAMGNAmgen$9,827,914$395,360 ▲4.2%31,5450.3%MedicalABTAbbott Laboratories$9,526,372$457,774 ▼-4.6%71,8160.3%MedicalBACBank of America$9,465,830$829,968 ▼-8.1%226,8350.3%FinanceVZVerizon Communications$9,460,155$482,719 ▲5.4%208,5580.3%Computer and TechnologyCOPConocoPhillips$9,342,693$283,449 ▼-2.9%88,9610.3%EnergyADBEAdobe$9,226,404$999,118 ▼-9.8%24,0560.3%Computer and TechnologyBXBlackstone$9,131,242$152,639 ▼-1.6%65,3260.3%FinanceTRVTravelers Companies$9,039,168$895,454 ▼-9.0%34,1800.3%FinanceETNEaton$9,028,250$625,478 ▼-6.5%33,2130.3%IndustrialsNEENextEra Energy$8,992,552$212,599 ▲2.4%126,8520.3%UtilitiesPGRProgressive$8,720,528$867,129 ▲11.0%30,8140.3%FinanceUNPUnion Pacific$8,433,108$126,625 ▲1.5%35,6970.3%TransportationORCLOracle$8,321,439$1,051,942 ▲14.5%59,5190.3%Computer and TechnologyTAT&T$8,261,816$2,195,521 ▲36.2%292,1430.3%Computer and TechnologyPALANTIR TECHNOLOGIES INC$8,164,385$3,393,232 ▲71.1%96,7340.3%CL AARISTA NETWORKS INC$8,129,591$312,399 ▼-3.7%104,9250.3%COM SHSMOAltria Group$7,973,015$1,296,915 ▼-14.0%132,8390.3%Consumer StaplesLINDE PLC$7,910,457$839,566 ▼-9.6%16,9880.3%SHSHONHoneywell International$7,890,534$1,388,249 ▼-15.0%37,2630.3%Multi-Sector ConglomeratesSPLGSPDR Portfolio S&P 500 ETF$7,849,639$193,832,712 ▼-96.1%119,3680.3%ETFVSTVistra$7,787,969$921,206 ▲13.4%66,3140.3%UtilitiesFVDFirst Trust Value Line Dividend Index Fund$7,578,552$8,228,986 ▼-52.1%169,9610.3%ETFACNAccenture$7,560,837$1,563,655 ▼-17.1%24,2300.2%Computer and TechnologyNOWServiceNow$7,556,959$1,015,078 ▲15.5%9,4920.2%Computer and TechnologyPANWPalo Alto Networks$7,481,885$90,439 ▲1.2%43,8460.2%Computer and TechnologyQCOMQUALCOMM$7,384,028$399,232 ▲5.7%48,0700.2%Computer and TechnologyFTGSFirst Trust Growth Strength ETF$7,069,046$7,069,046 ▲New Holding237,6150.2%ETFSUPER MICRO COMPUTER INC$6,956,131$391,021 ▲6.0%203,1580.2%COM NEWPFEPfizer$6,688,152$408,760 ▲6.5%263,9360.2%MedicalCSCOCisco Systems$6,481,214$115,460 ▲1.8%105,0260.2%Computer and TechnologyAMSWAAmerican Software$6,381,252$81,054 ▲1.3%447,4930.2%Computer and TechnologyFSKFS KKR Capital$6,158,314$106,237 ▼-1.7%293,9530.2%FinanceCCitigroup$6,080,982$333,936 ▲5.8%85,6600.2%FinanceLMBSFirst Trust Low Duration Opportunities ETF$6,062,325$11,903,774 ▼-66.3%123,3180.2%ManufacturingISRGIntuitive Surgical$5,987,830$71,319 ▲1.2%12,0900.2%MedicalGDGeneral Dynamics$5,977,723$653,652 ▼-9.9%21,9300.2%AerospaceDISWalt Disney$5,970,716$355,817 ▲6.3%60,4930.2%Consumer DiscretionaryRTXRTX$5,924,989$640,450 ▼-9.8%44,7300.2%AerospaceETEnergy Transfer$5,902,841$541,807 ▲10.1%317,5270.2%EnergyWFCWells Fargo & Company$5,881,909$356,079 ▲6.4%81,9320.2%FinanceINTUIntuit$5,876,604$383,751 ▼-6.1%9,5710.2%Computer and TechnologySPOTSpotify Technology$5,838,561$400,421 ▲7.4%10,6150.2%Business ServicesMRKMerck & Co., Inc.$5,764,692$280,412 ▼-4.6%64,2230.2%MedicalGEGE Aerospace$5,729,577$148,308 ▲2.7%28,6270.2%IndustrialsSPGIS&P Global$5,705,540$35,059 ▼-0.6%11,2290.2%Business ServicesCRWDCrowdStrike$5,684,135$38,783 ▼-0.7%16,1220.2%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$5,665,247$10,681,579 ▼-65.3%57,2710.2%FinanceDEDeere & Company$5,621,342$867,349 ▲18.2%11,9770.2%IndustrialsBRK.ABerkshire Hathaway$5,589,0910.0%70.2%FinanceMUMicron Technology$5,355,231$355,295 ▼-6.2%61,6320.2%Computer and TechnologyVRTVertiv$5,316,887$146,566 ▲2.8%73,6410.2%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. 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