Independent Advisor Alliance Top Holdings and 13F Report (2025)

About Independent Advisor Alliance

Investment Activity

Independent 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: $213,326,982
NVIDIA: $183,388,353
Ameris Bancorp: $143,372,784
Microsoft: $121,445,325
Amazon.com: $113,275,369

Largest New Holdings this Quarter

33733E823 - First Trust Growth Strength ETF: $7,069,046 Holding
04010E109 - Argan: $3,073,576 Holding
428050108 - Hesai Group: $2,890,292 Holding
90138A103 - VNET Group: $2,846,327 Holding
04016X101 - 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$213,326,982	$1,835,460 ▲	0.9%	960,370	7.0%	Computer and Technology
NVDA NVIDIA	$183,388,353	$12,111,029 ▲	7.1%	1,692,087	6.1%	Computer and Technology
ABCB Ameris Bancorp	$143,372,784	$345 ▲	0.0%	2,490,408	4.7%	Finance
MSFT Microsoft	$121,445,325	$935,847 ▼	-0.8%	323,518	4.0%	Computer and Technology
AMZN Amazon.com	$113,275,369	$585,240 ▲	0.5%	595,371	3.7%	Retail/Wholesale
BRK.B Berkshire Hathaway	$51,693,806	$2,093,039 ▲	4.2%	97,063	1.7%	Finance
META Meta Platforms	$49,487,469	$1,425,916 ▲	3.0%	85,862	1.6%	Computer and Technology
JPM JPMorgan Chase & Co.	$45,473,520	$964,766 ▲	2.2%	185,379	1.5%	Finance
GOOGL Alphabet	$42,545,391	$1,514,546 ▼	-3.4%	275,125	1.4%	Computer and Technology
GOOG Alphabet	$41,527,714	$414,633 ▲	1.0%	265,812	1.4%	Computer and Technology
HD Home Depot	$40,632,889	$45,445 ▼	-0.1%	110,871	1.3%	Retail/Wholesale
XOM Exxon Mobil	$38,671,029	$5,590 ▼	0.0%	325,158	1.3%	Energy
LLY Eli Lilly and Company	$36,461,448	$147,838 ▲	0.4%	44,147	1.2%	Medical
AVGO Broadcom	$34,342,475	$384,253 ▼	-1.1%	205,115	1.1%	Computer and Technology
COST Costco Wholesale	$33,078,118	$142,815 ▼	-0.4%	34,974	1.1%	Retail/Wholesale
AMD Advanced Micro Devices	$30,020,668	$1,361,718 ▼	-4.3%	292,200	1.0%	Computer and Technology
KO Coca-Cola	$29,688,382	$440,250 ▼	-1.5%	414,525	1.0%	Consumer Staples
GLD SPDR Gold Shares	$29,588,397	$3,988,417 ▲	15.6%	102,688	1.0%	Finance
TSLA Tesla	$29,581,135	$786,028 ▼	-2.6%	114,143	1.0%	Auto/Tires/Trucks
WMT Walmart	$29,340,384	$1,627,539 ▼	-5.3%	334,211	1.0%	Retail/Wholesale
V Visa	$28,528,951	$1,174,396 ▲	4.3%	81,404	0.9%	Business Services
NFLX Netflix	$24,916,883	$2,116,816 ▲	9.3%	26,720	0.8%	Consumer Discretionary
ABBV AbbVie	$24,195,958	$1,955,656 ▼	-7.5%	115,483	0.8%	Medical
PG Procter & Gamble	$23,522,076	$538,187 ▼	-2.2%	138,024	0.8%	Consumer Staples
MCD McDonald's	$20,487,308	$2,700,779 ▼	-11.6%	65,586	0.7%	Retail/Wholesale
CVX Chevron	$20,400,753	$546,534 ▼	-2.6%	121,949	0.7%	Energy
UNH UnitedHealth Group	$17,940,490	$969,487 ▼	-5.1%	34,253	0.6%	Medical
IBM International Business Machines	$17,720,316	$2,734,523 ▲	18.2%	71,263	0.6%	Computer and Technology
MSTR Strategy	$16,750,886	$1,476,815 ▲	9.7%	58,108	0.6%	Computer and Technology
DUK Duke Energy	$16,473,244	$145,267 ▲	0.9%	135,059	0.5%	Utilities
CTAS Cintas	$16,314,530	$184,155 ▼	-1.1%	79,378	0.5%	Business Services
JNJ Johnson & Johnson	$15,925,355	$422,558 ▲	2.7%	96,029	0.5%	Medical
PEP PepsiCo	$15,864,470	$15,144 ▼	-0.1%	105,806	0.5%	Consumer Staples
MA Mastercard	$15,795,000	$893,426 ▲	6.0%	28,817	0.5%	Business Services
CAT Caterpillar	$15,185,919	$1,158,583 ▼	-7.1%	46,046	0.5%	Industrials
WM Waste Management	$13,462,917	$1,111,936 ▼	-7.6%	58,153	0.4%	Business Services
LOW Lowe's Companies	$13,291,445	$381,801 ▲	3.0%	56,988	0.4%	Retail/Wholesale
PM Philip Morris International	$12,750,526	$600,154 ▲	4.9%	80,329	0.4%	Consumer Staples
TFC Truist Financial	$12,710,969	$170,814 ▲	1.4%	308,893	0.4%	Finance
SPG Simon Property Group	$12,587,103	$1,052,122 ▲	9.1%	75,789	0.4%	Finance
TMUS T-Mobile US	$12,511,835	$923,898 ▲	8.0%	46,911	0.4%	Computer and Technology
CRM Salesforce	$11,776,667	$145,182 ▲	1.2%	43,884	0.4%	Computer and Technology
SO Southern	$11,600,473	$1,265,147 ▼	-9.8%	126,160	0.4%	Utilities
MITK Mitek Systems	$11,034,326	$1,324,961 ▼	-10.7%	1,337,491	0.4%	Computer and Technology
AXP American Express	$10,808,201	$40,626 ▼	-0.4%	40,172	0.4%	Finance
LMT Lockheed Martin	$10,567,228	$723,660 ▲	7.4%	23,656	0.3%	Aerospace
VTI Vanguard Total Stock Market ETF	$10,413,489	$25,005,676 ▼	-70.6%	37,889	0.3%	ETF
PH Parker-Hannifin	$10,191,478	$799,344 ▼	-7.3%	16,766	0.3%	Industrials
CB Chubb	$10,058,897	$1,105,576 ▼	-9.9%	33,309	0.3%	Finance
AMGN Amgen	$9,827,914	$395,360 ▲	4.2%	31,545	0.3%	Medical
ABT Abbott Laboratories	$9,526,372	$457,774 ▼	-4.6%	71,816	0.3%	Medical
BAC Bank of America	$9,465,830	$829,968 ▼	-8.1%	226,835	0.3%	Finance
VZ Verizon Communications	$9,460,155	$482,719 ▲	5.4%	208,558	0.3%	Computer and Technology
COP ConocoPhillips	$9,342,693	$283,449 ▼	-2.9%	88,961	0.3%	Energy
ADBE Adobe	$9,226,404	$999,118 ▼	-9.8%	24,056	0.3%	Computer and Technology
BX Blackstone	$9,131,242	$152,639 ▼	-1.6%	65,326	0.3%	Finance
TRV Travelers Companies	$9,039,168	$895,454 ▼	-9.0%	34,180	0.3%	Finance
ETN Eaton	$9,028,250	$625,478 ▼	-6.5%	33,213	0.3%	Industrials
NEE NextEra Energy	$8,992,552	$212,599 ▲	2.4%	126,852	0.3%	Utilities
PGR Progressive	$8,720,528	$867,129 ▲	11.0%	30,814	0.3%	Finance
UNP Union Pacific	$8,433,108	$126,625 ▲	1.5%	35,697	0.3%	Transportation
ORCL Oracle	$8,321,439	$1,051,942 ▲	14.5%	59,519	0.3%	Computer and Technology
T AT&T	$8,261,816	$2,195,521 ▲	36.2%	292,143	0.3%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$8,164,385	$3,393,232 ▲	71.1%	96,734	0.3%	CL A
ARISTA NETWORKS INC	$8,129,591	$312,399 ▼	-3.7%	104,925	0.3%	COM SHS
MO Altria Group	$7,973,015	$1,296,915 ▼	-14.0%	132,839	0.3%	Consumer Staples
LINDE PLC	$7,910,457	$839,566 ▼	-9.6%	16,988	0.3%	SHS
HON Honeywell International	$7,890,534	$1,388,249 ▼	-15.0%	37,263	0.3%	Multi-Sector Conglomerates
SPLG SPDR Portfolio S&P 500 ETF	$7,849,639	$193,832,712 ▼	-96.1%	119,368	0.3%	ETF
VST Vistra	$7,787,969	$921,206 ▲	13.4%	66,314	0.3%	Utilities
FVD First Trust Value Line Dividend Index Fund	$7,578,552	$8,228,986 ▼	-52.1%	169,961	0.3%	ETF
ACN Accenture	$7,560,837	$1,563,655 ▼	-17.1%	24,230	0.2%	Computer and Technology
NOW ServiceNow	$7,556,959	$1,015,078 ▲	15.5%	9,492	0.2%	Computer and Technology
PANW Palo Alto Networks	$7,481,885	$90,439 ▲	1.2%	43,846	0.2%	Computer and Technology
QCOM QUALCOMM	$7,384,028	$399,232 ▲	5.7%	48,070	0.2%	Computer and Technology
FTGS First Trust Growth Strength ETF	$7,069,046	$7,069,046 ▲	New Holding	237,615	0.2%	ETF
SUPER MICRO COMPUTER INC	$6,956,131	$391,021 ▲	6.0%	203,158	0.2%	COM NEW
PFE Pfizer	$6,688,152	$408,760 ▲	6.5%	263,936	0.2%	Medical
CSCO Cisco Systems	$6,481,214	$115,460 ▲	1.8%	105,026	0.2%	Computer and Technology
AMSWA American Software	$6,381,252	$81,054 ▲	1.3%	447,493	0.2%	Computer and Technology
FSK FS KKR Capital	$6,158,314	$106,237 ▼	-1.7%	293,953	0.2%	Finance
C Citigroup	$6,080,982	$333,936 ▲	5.8%	85,660	0.2%	Finance
LMBS First Trust Low Duration Opportunities ETF	$6,062,325	$11,903,774 ▼	-66.3%	123,318	0.2%	Manufacturing
ISRG Intuitive Surgical	$5,987,830	$71,319 ▲	1.2%	12,090	0.2%	Medical
GD General Dynamics	$5,977,723	$653,652 ▼	-9.9%	21,930	0.2%	Aerospace
DIS Walt Disney	$5,970,716	$355,817 ▲	6.3%	60,493	0.2%	Consumer Discretionary
RTX RTX	$5,924,989	$640,450 ▼	-9.8%	44,730	0.2%	Aerospace
ET Energy Transfer	$5,902,841	$541,807 ▲	10.1%	317,527	0.2%	Energy
WFC Wells Fargo & Company	$5,881,909	$356,079 ▲	6.4%	81,932	0.2%	Finance
INTU Intuit	$5,876,604	$383,751 ▼	-6.1%	9,571	0.2%	Computer and Technology
SPOT Spotify Technology	$5,838,561	$400,421 ▲	7.4%	10,615	0.2%	Business Services
MRK Merck & Co., Inc.	$5,764,692	$280,412 ▼	-4.6%	64,223	0.2%	Medical
GE GE Aerospace	$5,729,577	$148,308 ▲	2.7%	28,627	0.2%	Industrials
SPGI S&P Global	$5,705,540	$35,059 ▼	-0.6%	11,229	0.2%	Business Services
CRWD CrowdStrike	$5,684,135	$38,783 ▼	-0.7%	16,122	0.2%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$5,665,247	$10,681,579 ▼	-65.3%	57,271	0.2%	Finance
DE Deere & Company	$5,621,342	$867,349 ▲	18.2%	11,977	0.2%	Industrials
BRK.A Berkshire Hathaway	$5,589,091		0.0%	7	0.2%	Finance
MU Micron Technology	$5,355,231	$355,295 ▼	-6.2%	61,632	0.2%	Computer and Technology
VRT Vertiv	$5,316,887	$146,566 ▲	2.8%	73,641	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

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
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

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.

Independent Advisor Alliance Top Holdings and 13F Report (2025)

About Independent Advisor Alliance

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Independent Advisor Alliance Top Holdings and 13F Report (2025)

About Independent Advisor Alliance

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofIndependent Advisor Alliance

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools