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
$0
$1.56 Million 0.05% of portfolio
26,568
Q2 2025 Reduced 8.21%
$0
$1.83 Million 0.05% of portfolio
7,212
Q2 2025 New
$0
$1.8 Million 0.05% of portfolio
40,736
Q2 2025 New
$0
$1.73 Million 0.05% of portfolio
35,560
Q2 2025 Added 37.78%
$0
$1.44 Million 0.04% of portfolio
7,618
Q2 2025 New
$0
$1.23 Million 0.04% of portfolio
11,256
Q2 2025 Reduced 14.23%
$0
$1.3 Million 0.04% of portfolio
54,759
Q2 2025 Reduced 12.13%
$0
$1.49 Million 0.04% of portfolio
26,150
Q2 2025 Added 62.29%
$0
$1.32 Million 0.04% of portfolio
1,983
Q2 2025 Added 112.77%
$0
$1.49 Million 0.04% of portfolio
30,204
Q2 2025 Added 37.65%
$58.5B
$1.46 Million 0.04% of portfolio
23,334
Q2 2025 Added 27.59%
$0
$1.26 Million 0.04% of portfolio
18,077
Q2 2025 Added 0.83%
$0
$1.04 Million 0.03% of portfolio
9,144
Q2 2025 Added 148.34%
$0
$849,000 0.03% of portfolio
9,202
Q2 2025 Added 29.37%
$0
$1.06 Million 0.03% of portfolio
25,941
Q2 2025 Reduced 6.13%
$0
$934,000 0.03% of portfolio
32,486
Q2 2025 Added 38.02%
$0
$840,000 0.03% of portfolio
22,606
Q2 2025 Added 11.83%
$0
$986,000 0.03% of portfolio
10,302
Q2 2025 Added 8.33%
$0
$1.15 Million 0.03% of portfolio
27,787
Q2 2025 New
$0
$1.01 Million 0.03% of portfolio
12,756
Q2 2025 Added 21.4%
$0
$1.05 Million 0.03% of portfolio
23,130
Q2 2025 New
$0
$1.07 Million 0.03% of portfolio
25,173
Q2 2025 Added 19.66%
$0
$1.07 Million 0.03% of portfolio
19,627
Q2 2025 Added 14.2%
$0
$853,000 0.03% of portfolio
34,917
Q2 2025 Added 30.8%
$0
$936,000 0.03% of portfolio
42,389
Q2 2025 Added 34.94%
$0
$1.09 Million 0.03% of portfolio
1,917
Q2 2025 New
$0
$597,000 0.02% of portfolio
11,212
Q2 2025 Reduced 28.64%
$0
$532,000 0.02% of portfolio
9,343
Q2 2025 Added 49.06%
$0
$731,000 0.02% of portfolio
70,154
Q2 2025 Reduced 4.55%
$0
$616,000 0.02% of portfolio
12,442
Q2 2025 Added 20.41%
$0
$544,000 0.02% of portfolio
10,146
Q2 2025 Added 50.69%
$0
$822,000 0.02% of portfolio
2,876
Q2 2025 New
$0
$745,000 0.02% of portfolio
17,256
Q2 2025 Reduced 7.53%
$0
$784,000 0.02% of portfolio
4,308
Q2 2025 Added 65.76%
$0
$794,000 0.02% of portfolio
10,927
Q2 2025 Added 51.68%
$0
$599,000 0.02% of portfolio
3,085
Q2 2025 Added 2.94%
$0
$593,000 0.02% of portfolio
11,279
Q2 2025 New
$0
$591,000 0.02% of portfolio
4,012
Q2 2025 New
$0
$723,000 0.02% of portfolio
16,396
Q2 2025 Added 12.2%
$0
$640,000 0.02% of portfolio
12,305
Q2 2025 New
$0
$687,000 0.02% of portfolio
5,101
Q2 2025 New
$0
$577,000 0.02% of portfolio
8,496
Q2 2025 Added 128.76%
$0
$581,000 0.02% of portfolio
26,299
Q2 2025 Reduced 21.92%
$0
$679,000 0.02% of portfolio
3,975
Q2 2025 New
$0
$573,000 0.02% of portfolio
11,736
Q2 2025 Reduced 1.91%
$0
$506,000 0.02% of portfolio
14,015
Q2 2025 New
$0
$731,000 0.02% of portfolio
29,242
Q2 2025 Reduced 16.03%
$0
$768,000 0.02% of portfolio
14,679
Q2 2025 Added 98.2%
$0
$701,000 0.02% of portfolio
1,770
Q2 2025 Added 0.63%

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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