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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$116B
$33.2 Million 0.99% of portfolio
108,816
Q2 2025 Added 5.97%
$0
$16.1 Million 0.48% of portfolio
25,860
Q2 2025 Added 231.54%
$0
$13.7 Million 0.41% of portfolio
45,115
Q2 2025 Added 19.07%
$0
$13.4 Million 0.4% of portfolio
184,594
Q2 2025 Added 54.64%
$0
$6.07 Million 0.18% of portfolio
61,158
Q2 2025 Added 6.79%
$0
$5.86 Million 0.17% of portfolio
144,805
Q2 2025 Added 28.49%
$0
$5.65 Million 0.17% of portfolio
9,139
Q2 2025 Added 26.63%
$0
$5.22 Million 0.16% of portfolio
9,464
Q2 2025 Reduced 1.84%
$0
$4.88 Million 0.15% of portfolio
70,593
Q2 2025 Added 22.4%
$0
$5 Million 0.15% of portfolio
119,402
Q2 2025 Added 16.7%
$0
$4.56 Million 0.14% of portfolio
28,242
Q2 2025 Added 17.24%
$0
$4.53 Million 0.14% of portfolio
51,519
Q2 2025 Added 11.24%
$0
$4.35 Million 0.13% of portfolio
68,781
Q2 2025 Added 10.3%
$0
$4.31 Million 0.13% of portfolio
52,002
Q2 2025 Added 2.81%
$0
$4.44 Million 0.13% of portfolio
90,215
Q2 2025 Reduced 26.84%
$0
$4.01 Million 0.12% of portfolio
89,615
Q2 2025 Reduced 47.27%
$0
$3.68 Million 0.11% of portfolio
16,192
Q2 2025 New
$0
$3.39 Million 0.1% of portfolio
25,413
Q2 2025 Added 1,173.2%
$0
$3.46 Million 0.1% of portfolio
36,890
Q2 2025 Added 7.0%
$0
$3.41 Million 0.1% of portfolio
57,021
Q2 2025 Added 4.38%
$0
$3.39 Million 0.1% of portfolio
116,155
Q2 2025 Reduced 4.58%
$19.8B
$3.32 Million 0.1% of portfolio
101,259
Q2 2025 Added 7.31%
$0
$3.04 Million 0.09% of portfolio
34,412
Q2 2025 Added 5.65%
$0
$3.16 Million 0.09% of portfolio
34,643
Q2 2025 Added 33.77%
$0
$3.02 Million 0.09% of portfolio
16,639
Q2 2025 Reduced 30.43%
$0
$3.16 Million 0.09% of portfolio
73,901
Q2 2025 Added 25.76%
$0
$2.43 Million 0.07% of portfolio
29,164
Q2 2025 Reduced 1.22%
$0
$2.45 Million 0.07% of portfolio
23,403
Q2 2025 Reduced 32.96%
$0
$2.24 Million 0.07% of portfolio
9,094
Q2 2025 Added 2.24%
$0
$2.47 Million 0.07% of portfolio
50,366
Q2 2025 Reduced 6.13%
$0
$2.38 Million 0.07% of portfolio
156,601
Q2 2025 New
$0
$2.32 Million 0.07% of portfolio
24,316
Q2 2025 Added 29.49%
$0
$2.34 Million 0.07% of portfolio
140,091
Q2 2025 Reduced 20.38%
$0
$2.47 Million 0.07% of portfolio
5,826
Q2 2025 Added 4.22%
$0
$1.91 Million 0.06% of portfolio
37,390
Q2 2025 New
$0
$1.99 Million 0.06% of portfolio
25,087
Q2 2025 Reduced 4.16%
$0
$2.13 Million 0.06% of portfolio
21,728
Q2 2025 Added 22.4%
$0
$1.91 Million 0.06% of portfolio
6,840
Q2 2025 New
$0
$1.88 Million 0.06% of portfolio
35,900
Q2 2025 Added 29.29%
$0
$2.16 Million 0.06% of portfolio
46,318
Q2 2025 New
$0
$2.12 Million 0.06% of portfolio
142,306
Q2 2025 Added 248.77%
$0
$2.01 Million 0.06% of portfolio
40,896
Q2 2025 Added 178.81%
$0
$1.66 Million 0.05% of portfolio
39,378
Q2 2025 Added 4.51%
$0
$1.68 Million 0.05% of portfolio
88,421
Q2 2025 Reduced 2.97%
$0
$1.74 Million 0.05% of portfolio
3,969
Q2 2025 Added 12.06%
$0
$1.57 Million 0.05% of portfolio
59,388
Q2 2025 Added 22.4%
$0
$1.59 Million 0.05% of portfolio
33,185
Q2 2025 New
$0
$1.77 Million 0.05% of portfolio
28,545
Q2 2025 Reduced 3.34%
$0
$1.71 Million 0.05% of portfolio
19,083
Q2 2025 Added 222.57%

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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