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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

Map of 500 Largest Holdings ofIndependent Advisor Alliance

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$213,326,982$1,835,460 0.9%960,3707.0%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$183,388,353$12,111,029 7.1%1,692,0876.1%Computer and Technology
Ameris Bancorp stock logo
ABCB
Ameris Bancorp
$143,372,784$345 0.0%2,490,4084.7%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$121,445,325$935,847 -0.8%323,5184.0%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$113,275,369$585,240 0.5%595,3713.7%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$51,693,806$2,093,039 4.2%97,0631.7%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$49,487,469$1,425,916 3.0%85,8621.6%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$45,473,520$964,766 2.2%185,3791.5%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$42,545,391$1,514,546 -3.4%275,1251.4%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$41,527,714$414,633 1.0%265,8121.4%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$40,632,889$45,445 -0.1%110,8711.3%Retail/Wholesale
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$38,671,029$5,590 0.0%325,1581.3%Energy
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$36,461,448$147,838 0.4%44,1471.2%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$34,342,475$384,253 -1.1%205,1151.1%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$33,078,118$142,815 -0.4%34,9741.1%Retail/Wholesale
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$30,020,668$1,361,718 -4.3%292,2001.0%Computer and Technology
The Coca-Cola Company stock logo
KO
Coca-Cola
$29,688,382$440,250 -1.5%414,5251.0%Consumer Staples
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$29,588,397$3,988,417 15.6%102,6881.0%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$29,581,135$786,028 -2.6%114,1431.0%Auto/Tires/Trucks
Walmart Inc. stock logo
WMT
Walmart
$29,340,384$1,627,539 -5.3%334,2111.0%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$28,528,951$1,174,396 4.3%81,4040.9%Business Services
Netflix, Inc. stock logo
NFLX
Netflix
$24,916,883$2,116,816 9.3%26,7200.8%Consumer Discretionary
AbbVie Inc. stock logo
ABBV
AbbVie
$24,195,958$1,955,656 -7.5%115,4830.8%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$23,522,076$538,187 -2.2%138,0240.8%Consumer Staples
McDonald's Co. stock logo
MCD
McDonald's
$20,487,308$2,700,779 -11.6%65,5860.7%Retail/Wholesale
Chevron Co. stock logo
CVX
Chevron
$20,400,753$546,534 -2.6%121,9490.7%Energy
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$17,940,490$969,487 -5.1%34,2530.6%Medical
International Business Machines Co. stock logo
IBM
International Business Machines
$17,720,316$2,734,523 18.2%71,2630.6%Computer and Technology
Strategy Incorporated stock logo
MSTR
Strategy
$16,750,886$1,476,815 9.7%58,1080.6%Computer and Technology
Duke Energy Co. stock logo
DUK
Duke Energy
$16,473,244$145,267 0.9%135,0590.5%Utilities
Cintas Co. stock logo
CTAS
Cintas
$16,314,530$184,155 -1.1%79,3780.5%Business Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$15,925,355$422,558 2.7%96,0290.5%Medical
PepsiCo, Inc. stock logo
PEP
PepsiCo
$15,864,470$15,144 -0.1%105,8060.5%Consumer Staples
Mastercard Incorporated stock logo
MA
Mastercard
$15,795,000$893,426 6.0%28,8170.5%Business Services
Caterpillar Inc. stock logo
CAT
Caterpillar
$15,185,919$1,158,583 -7.1%46,0460.5%Industrials
Waste Management, Inc. stock logo
WM
Waste Management
$13,462,917$1,111,936 -7.6%58,1530.4%Business Services
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$13,291,445$381,801 3.0%56,9880.4%Retail/Wholesale
Philip Morris International Inc. stock logo
PM
Philip Morris International
$12,750,526$600,154 4.9%80,3290.4%Consumer Staples
Truist Financial Co. stock logo
TFC
Truist Financial
$12,710,969$170,814 1.4%308,8930.4%Finance
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$12,587,103$1,052,122 9.1%75,7890.4%Finance
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$12,511,835$923,898 8.0%46,9110.4%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$11,776,667$145,182 1.2%43,8840.4%Computer and Technology
The Southern Company stock logo
SO
Southern
$11,600,473$1,265,147 -9.8%126,1600.4%Utilities
Mitek Systems, Inc. stock logo
MITK
Mitek Systems
$11,034,326$1,324,961 -10.7%1,337,4910.4%Computer and Technology
American Express stock logo
AXP
American Express
$10,808,201$40,626 -0.4%40,1720.4%Finance
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$10,567,228$723,660 7.4%23,6560.3%Aerospace
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$10,413,489$25,005,676 -70.6%37,8890.3%ETF
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$10,191,478$799,344 -7.3%16,7660.3%Industrials
Chubb Limited stock logo
CB
Chubb
$10,058,897$1,105,576 -9.9%33,3090.3%Finance
Amgen Inc. stock logo
AMGN
Amgen
$9,827,914$395,360 4.2%31,5450.3%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$9,526,372$457,774 -4.6%71,8160.3%Medical
Bank of America Co. stock logo
BAC
Bank of America
$9,465,830$829,968 -8.1%226,8350.3%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$9,460,155$482,719 5.4%208,5580.3%Computer and Technology
ConocoPhillips stock logo
COP
ConocoPhillips
$9,342,693$283,449 -2.9%88,9610.3%Energy
Adobe Inc. stock logo
ADBE
Adobe
$9,226,404$999,118 -9.8%24,0560.3%Computer and Technology
Blackstone Inc. stock logo
BX
Blackstone
$9,131,242$152,639 -1.6%65,3260.3%Finance
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$9,039,168$895,454 -9.0%34,1800.3%Finance
Eaton Co. plc stock logo
ETN
Eaton
$9,028,250$625,478 -6.5%33,2130.3%Industrials
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$8,992,552$212,599 2.4%126,8520.3%Utilities
The Progressive Co. stock logo
PGR
Progressive
$8,720,528$867,129 11.0%30,8140.3%Finance
Union Pacific Co. stock logo
UNP
Union Pacific
$8,433,108$126,625 1.5%35,6970.3%Transportation
Oracle Co. stock logo
ORCL
Oracle
$8,321,439$1,051,942 14.5%59,5190.3%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$8,261,816$2,195,521 36.2%292,1430.3%Computer and Technology
PALANTIR TECHNOLOGIES INC
$8,164,385$3,393,232 71.1%96,7340.3%CL A
ARISTA NETWORKS INC
$8,129,591$312,399 -3.7%104,9250.3%COM SHS
Altria Group, Inc. stock logo
MO
Altria Group
$7,973,015$1,296,915 -14.0%132,8390.3%Consumer Staples
LINDE PLC
$7,910,457$839,566 -9.6%16,9880.3%SHS
Honeywell International Inc. stock logo
HON
Honeywell International
$7,890,534$1,388,249 -15.0%37,2630.3%Multi-Sector Conglomerates
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$7,849,639$193,832,712 -96.1%119,3680.3%ETF
Vistra Corp. stock logo
VST
Vistra
$7,787,969$921,206 13.4%66,3140.3%Utilities
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$7,578,552$8,228,986 -52.1%169,9610.3%ETF
Accenture plc stock logo
ACN
Accenture
$7,560,837$1,563,655 -17.1%24,2300.2%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$7,556,959$1,015,078 15.5%9,4920.2%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$7,481,885$90,439 1.2%43,8460.2%Computer and Technology
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$7,384,028$399,232 5.7%48,0700.2%Computer and Technology
First Trust Growth Strength ETF stock logo
FTGS
First Trust Growth Strength ETF
$7,069,046$7,069,046 New Holding237,6150.2%ETF
SUPER MICRO COMPUTER INC
$6,956,131$391,021 6.0%203,1580.2%COM NEW
Pfizer Inc. stock logo
PFE
Pfizer
$6,688,152$408,760 6.5%263,9360.2%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$6,481,214$115,460 1.8%105,0260.2%Computer and Technology
American Software, Inc. stock logo
AMSWA
American Software
$6,381,252$81,054 1.3%447,4930.2%Computer and Technology
FS KKR Capital Corp. stock logo
FSK
FS KKR Capital
$6,158,314$106,237 -1.7%293,9530.2%Finance
Citigroup Inc. stock logo
C
Citigroup
$6,080,982$333,936 5.8%85,6600.2%Finance
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$6,062,325$11,903,774 -66.3%123,3180.2%Manufacturing
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$5,987,830$71,319 1.2%12,0900.2%Medical
General Dynamics Co. stock logo
GD
General Dynamics
$5,977,723$653,652 -9.9%21,9300.2%Aerospace
The Walt Disney Company stock logo
DIS
Walt Disney
$5,970,716$355,817 6.3%60,4930.2%Consumer Discretionary
RTX Co. stock logo
RTX
RTX
$5,924,989$640,450 -9.8%44,7300.2%Aerospace
Energy Transfer LP stock logo
ET
Energy Transfer
$5,902,841$541,807 10.1%317,5270.2%Energy
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$5,881,909$356,079 6.4%81,9320.2%Finance
Intuit Inc. stock logo
INTU
Intuit
$5,876,604$383,751 -6.1%9,5710.2%Computer and Technology
Spotify Technology S.A. stock logo
SPOT
Spotify Technology
$5,838,561$400,421 7.4%10,6150.2%Business Services
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$5,764,692$280,412 -4.6%64,2230.2%Medical
GE Aerospace stock logo
GE
GE Aerospace
$5,729,577$148,308 2.7%28,6270.2%Industrials
S&P Global Inc. stock logo
SPGI
S&P Global
$5,705,540$35,059 -0.6%11,2290.2%Business Services
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$5,684,135$38,783 -0.7%16,1220.2%Computer and Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$5,665,247$10,681,579 -65.3%57,2710.2%Finance
Deere & Company stock logo
DE
Deere & Company
$5,621,342$867,349 18.2%11,9770.2%Industrials
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$5,589,0910.0%70.2%Finance
Micron Technology, Inc. stock logo
MU
Micron Technology
$5,355,231$355,295 -6.2%61,6320.2%Computer and Technology
Vertiv Holdings Co stock logo
VRT
Vertiv
$5,316,887$146,566 2.8%73,6410.2%Computer and Technology

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