Independent Advisor Alliance Portfolio Holdings
Independent Advisor Alliance
- $3.71 Billion
- Q3 2025
Independent Advisor Alliance has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.71 Billion distributed in 1620 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $342M, Apple Inc. with a value of $234M, Ameris Bancorp with a value of $183M, Microsoft Corp with a value of $171M, and Amazon Com Inc with a value of $129M.
Examining the 13F form we can see an increase of $356M in the current position value, from $3.36B to 3.71B.
Below you can find more details about Independent Advisor Alliance portfolio as well as his latest detailed transactions.
Portfolio value
$3.71 Billion
Technology: $1.18 Billion
Financial Services: $569 Million
ETFs: $361 Million
Consumer Cyclical: $344 Million
Communication Services: $295 Million
Industrials: $291 Million
Healthcare: $202 Million
Consumer Defensive: $188 Million
Other: $284 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 1,620
- Current Value $3.71 Billion
- Prior Value $3.36 Billion
- Filing
- Period Q3 2025
- Filing Date November 04, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 108 stocks
- Additional Purchases 475 stocks
- Sold out of 0 stocks
- Reduced holdings in 323 stocks