Independent Advisor Alliance Portfolio Holdings
Independent Advisor Alliance
- $2.74 Billion
- Q1 2024
Independent Advisor Alliance has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.74 Billion distributed in 821 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $157M, Microsoft Corp with a value of $131M, Ameris Bancorp with a value of $122M, Vanguard Total Stock Market Et with a value of $115M, and Nvidia Corp with a value of $99.8M.
Examining the 13F form we can see an decrease of $34.6M in the current position value, from $2.78B to 2.74B.
Below you can find more details about Independent Advisor Alliance portfolio as well as his latest detailed transactions.
Portfolio value
$2.74 Billion
Technology: $690 Million
ETFs: $426 Million
Financial Services: $385 Million
Consumer Cyclical: $263 Million
Industrials: $223 Million
Consumer Defensive: $181 Million
Healthcare: $176 Million
Communication Services: $158 Million
Other: $237 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 821
- Current Value $2.74 Billion
- Prior Value $2.78 Billion
- Filing
- Period Q1 2024
- Filing Date May 08, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 65 stocks
- Additional Purchases 278 stocks
- Sold out of 0 stocks
- Reduced holdings in 311 stocks