Independent Advisor Alliance Portfolio Holdings

Independent Advisor Alliance

  • $2.95 Billion
  • Q1 2025

Independent Advisor Alliance has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.95 Billion distributed in 1440 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $213M, Nvidia Corp with a value of $183M, Ameris Bancorp with a value of $143M, Microsoft Corp with a value of $121M, and Amazon Com Inc with a value of $113M.

Examining the 13F form we can see an decrease of $4.3B in the current position value, from $7.25B to 2.95B.

Below you can find more details about Independent Advisor Alliance portfolio as well as his latest detailed transactions.

Portfolio value $2.95 Billion
Technology: $813 Million
Financial Services: $501 Million
Consumer Cyclical: $293 Million
Industrials: $241 Million
ETFs: $216 Million
Communication Services: $211 Million
Consumer Defensive: $204 Million
Healthcare: $195 Million
Other: $279 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$213 Million 7.22% of portfolio
960,370
Q1 2025 Added 0.87%
$416B
$183 Million 6.21% of portfolio
1,692,087
Q1 2025 Added 7.07%
$4.64B
$143 Million 4.85% of portfolio
2,490,408
Q1 2025 Added 0.0%
$3.77T
$121 Million 4.11% of portfolio
323,518
Q1 2025 Reduced 0.76%
$2.32T
$113 Million 3.83% of portfolio
595,371
Q1 2025 Added 0.52%
$622B
$51.7 Million 1.75% of portfolio
97,063
Q1 2025 Added 4.22%
$1.58T
$49.5 Million 1.67% of portfolio
85,862
Q1 2025 Added 2.97%
$855B
$45.5 Million 1.54% of portfolio
185,379
Q1 2025 Added 2.17%
$1.14T
$42.5 Million 1.44% of portfolio
275,125
Q1 2025 Reduced 3.44%
$1.17T
$41.5 Million 1.41% of portfolio
265,812
Q1 2025 Added 1.01%
$380B
$40.6 Million 1.38% of portfolio
110,871
Q1 2025 Reduced 0.11%
$452B
$38.7 Million 1.31% of portfolio
325,158
Q1 2025 Reduced 0.01%
$738B
$36.5 Million 1.23% of portfolio
44,147
Q1 2025 Added 0.41%
$113B
$34.3 Million 1.16% of portfolio
205,115
Q1 2025 Reduced 1.11%
$417B
$33.1 Million 1.12% of portfolio
34,974
Q1 2025 Reduced 0.43%
$250B
$30 Million 1.02% of portfolio
292,200
Q1 2025 Reduced 4.34%
$1.05T
$29.6 Million 1.0% of portfolio
114,143
Q1 2025 Reduced 2.59%
$301B
$29.7 Million 1.0% of portfolio
414,525
Q1 2025 Reduced 1.46%
$260B
$29.3 Million 0.99% of portfolio
334,211
Q1 2025 Reduced 5.26%
$575B
$28.5 Million 0.97% of portfolio
81,404
Q1 2025 Added 4.29%
$530B
$24.9 Million 0.84% of portfolio
26,720
Q1 2025 Added 9.28%
$331B
$24.2 Million 0.82% of portfolio
115,483
Q1 2025 Reduced 7.48%
$375B
$23.5 Million 0.8% of portfolio
138,024
Q1 2025 Reduced 2.24%
$294B
$20.4 Million 0.69% of portfolio
121,949
Q1 2025 Reduced 2.61%
$220B
$20.5 Million 0.69% of portfolio
65,586
Q1 2025 Reduced 11.65%
$267B
$17.9 Million 0.61% of portfolio
34,253
Q1 2025 Reduced 5.13%
$253B
$17.7 Million 0.6% of portfolio
71,263
Q1 2025 Added 18.25%
$3.98B
$16.8 Million 0.57% of portfolio
58,108
Q1 2025 Added 9.67%
$93B
$16.5 Million 0.56% of portfolio
135,059
Q1 2025 Added 0.89%
$22.3B
$16.3 Million 0.55% of portfolio
79,378
Q1 2025 Reduced 1.12%
$439B
$15.9 Million 0.54% of portfolio
96,029
Q1 2025 Added 2.73%
$201B
$15.9 Million 0.54% of portfolio
105,806
Q1 2025 Reduced 0.1%
$533B
$15.8 Million 0.53% of portfolio
28,817
Q1 2025 Added 6.0%
$220B
$15.2 Million 0.51% of portfolio
46,046
Q1 2025 Reduced 7.09%
$93.2B
$13.5 Million 0.46% of portfolio
58,153
Q1 2025 Reduced 7.63%
$141B
$13.3 Million 0.45% of portfolio
56,988
Q1 2025 Added 2.96%
$256B
$12.8 Million 0.43% of portfolio
80,329
Q1 2025 Added 4.94%
$54.2B
$12.6 Million 0.43% of portfolio
75,789
Q1 2025 Added 9.12%
$60B
$12.7 Million 0.43% of portfolio
308,893
Q1 2025 Added 1.36%
$290B
$12.5 Million 0.42% of portfolio
46,911
Q1 2025 Added 7.97%
$264B
$11.8 Million 0.4% of portfolio
43,884
Q1 2025 Added 1.25%
$104B
$11.6 Million 0.39% of portfolio
126,160
Q1 2025 Reduced 9.83%
$418M
$11 Million 0.37% of portfolio
1,337,491
Q1 2025 Reduced 10.72%
$227B
$10.8 Million 0.37% of portfolio
40,172
Q1 2025 Reduced 0.37%
$108B
$10.6 Million 0.36% of portfolio
23,656
Q1 2025 Added 7.35%
$0
$10.4 Million 0.35% of portfolio
37,889
Q1 2025 Reduced 70.6%
$92.6B
$10.2 Million 0.34% of portfolio
16,766
Q1 2025 Reduced 7.27%
$116B
$10.1 Million 0.34% of portfolio
33,309
Q1 2025 Reduced 9.9%
$164B
$9.83 Million 0.33% of portfolio
31,545
Q1 2025 Added 4.19%

Summary

  • Portfolio
  • No. of Stocks 1,440
  • Current Value $2.95 Billion
  • Prior Value $7.25 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 62 stocks
  • Additional Purchases 328 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 412 stocks
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