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 Companies Only
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