Independent Advisor Alliance Portfolio Holdings

Independent Advisor Alliance

  • $3.36 Billion
  • Q2 2025

Independent Advisor Alliance has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.36 Billion distributed in 1541 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $283M, Apple Inc. with a value of $194M, Ameris Bancorp with a value of $161M, Microsoft Corp with a value of $157M, and Amazon Com Inc with a value of $131M.

Examining the 13F form we can see an increase of $401M in the current position value, from $2.95B to 3.36B.

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

Portfolio value $3.36 Billion
Technology: $1.02 Billion
Financial Services: $542 Million
Consumer Cyclical: $324 Million
ETFs: $296 Million
Industrials: $264 Million
Communication Services: $258 Million
Consumer Defensive: $197 Million
Healthcare: $182 Million
Other: $273 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$127B
$4.86 Million 0.14% of portfolio
20,406
Q2 2025 Reduced 2.23%
$82.3B
$4.68 Million 0.14% of portfolio
25,086
Q2 2025 Added 6.11%
$53.8B
$4.8 Million 0.14% of portfolio
12,695
Q2 2025 Added 15.85%
$80.6B
$4.56 Million 0.14% of portfolio
18,437
Q2 2025 Reduced 4.67%
$163B
$4.84 Million 0.14% of portfolio
39,231
Q2 2025 Reduced 8.68%
$19.4B
$4.86 Million 0.14% of portfolio
66,180
Q2 2025 Added 1.34%
$37.9B
$4.23 Million 0.13% of portfolio
17,393
Q2 2025 Added 4.21%
$40.6B
$4.4 Million 0.13% of portfolio
7,986
Q2 2025 Added 78.38%
$153B
$4.48 Million 0.13% of portfolio
24,453
Q2 2025 Added 8.29%
$40.9B
$4.23 Million 0.13% of portfolio
42,877
Q2 2025 Added 31.05%
$90.8B
$4.28 Million 0.13% of portfolio
12,460
Q2 2025 Added 0.79%
$70.2B
$4.32 Million 0.13% of portfolio
36,139
Q2 2025 Added 3.84%
$143B
$4.2 Million 0.13% of portfolio
117,725
Q2 2025 Added 57.54%
$99.4B
$4.43 Million 0.13% of portfolio
97,645
Q2 2025 Reduced 0.18%
$79.4B
$4.2 Million 0.13% of portfolio
56,476
Q2 2025 Added 8.92%
$61.4B
$4.23 Million 0.13% of portfolio
41,917
Q2 2025 Added 6.42%
$39.2B
$3.93 Million 0.12% of portfolio
12,619
Q2 2025 Added 0.16%
$77.5B
$4.12 Million 0.12% of portfolio
30,930
Q2 2025 Reduced 2.21%
$8.48B
$3.93 Million 0.12% of portfolio
38,641
Q2 2025 Added 0.31%
$15.4B
$3.97 Million 0.12% of portfolio
27,527
Q2 2025 Reduced 2.32%
$131B
$4.17 Million 0.12% of portfolio
60,386
Q2 2025 Reduced 2.07%
$69.8B
$4.17 Million 0.12% of portfolio
134,387
Q2 2025 Reduced 1.09%
$82.4B
$4.01 Million 0.12% of portfolio
12,819
Q2 2025 Reduced 1.11%
$20.8B
$3.9 Million 0.12% of portfolio
16,546
Q2 2025 Added 0.66%
$53.3B
$4.13 Million 0.12% of portfolio
20,536
Q2 2025 Added 2.77%
$141B
$3.91 Million 0.12% of portfolio
36,360
Q2 2025 Added 144.19%
$7.04B
$3.91 Million 0.12% of portfolio
3,704
Q2 2025 Added 3.43%
$69B
$4.15 Million 0.12% of portfolio
39,337
Q2 2025 Reduced 4.38%
$126B
$4.16 Million 0.12% of portfolio
47,775
Q2 2025 Reduced 12.83%
$49.6B
$3.92 Million 0.12% of portfolio
69,315
Q2 2025 Reduced 4.76%
$346B
$4.06 Million 0.12% of portfolio
5,061
Q2 2025 Added 14.53%
$64B
$3.65 Million 0.11% of portfolio
30,591
Q2 2025 Reduced 0.74%
$2.24B
$3.53 Million 0.11% of portfolio
54,545
Q2 2025 Added 27.03%
$63.3B
$3.79 Million 0.11% of portfolio
35,812
Q2 2025 Reduced 0.26%
$26B
$3.69 Million 0.11% of portfolio
33,294
Q2 2025 Reduced 1.39%
$141B
$3.66 Million 0.11% of portfolio
33,020
Q2 2025 Reduced 4.11%
$145B
$3.82 Million 0.11% of portfolio
10,688
Q2 2025 Reduced 67.82%
$128B
$3.66 Million 0.11% of portfolio
17,459
Q2 2025 Added 0.22%
$185B
$3.54 Million 0.11% of portfolio
8,722
Q2 2025 Reduced 13.15%
$31.9B
$3.68 Million 0.11% of portfolio
10,933
Q2 2025 Added 567.05%
$55.3B
$3.77 Million 0.11% of portfolio
36,307
Q2 2025 Reduced 5.3%
$88.8B
$3.8 Million 0.11% of portfolio
7,595
Q2 2025 Added 8.36%
$19.7B
$3.54 Million 0.11% of portfolio
29,203
Q2 2025 Added 1.4%
$6.57B
$3.77 Million 0.11% of portfolio
41,849
Q2 2025 Added 1,450.54%
$120B
$3.69 Million 0.11% of portfolio
11,965
Q2 2025 Reduced 5.32%
$37.7B
$3.52 Million 0.1% of portfolio
20,231
Q2 2025 Added 4.2%
$85.8B
$3.19 Million 0.1% of portfolio
20,944
Q2 2025 Reduced 23.46%
$177B
$3.5 Million 0.1% of portfolio
17,976
Q2 2025 Reduced 32.63%
$10.4B
$3.24 Million 0.1% of portfolio
56,888
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,541
  • Current Value $3.36 Billion
  • Prior Value $2.95 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 124 stocks
  • Additional Purchases 406 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 338 stocks
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