Independent Advisor Alliance Portfolio Holdings
Independent Advisor Alliance
- $2.71 Billion
- Q3 2024
Independent Advisor Alliance has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.71 Billion distributed in 1247 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $202M, Ameris Bancorp with a value of $158M, Nvidia Corp with a value of $142M, Microsoft Corp with a value of $129M, and Amazon Com Inc with a value of $104M.
Examining the 13F form we can see an decrease of $175M in the current position value, from $2.88B to 2.71B.
Below you can find more details about Independent Advisor Alliance portfolio as well as his latest detailed transactions.
Portfolio value
$2.71 Billion
Technology: $770 Million
Financial Services: $453 Million
Consumer Cyclical: $284 Million
Industrials: $241 Million
Consumer Defensive: $202 Million
Healthcare: $186 Million
Communication Services: $171 Million
ETFs: $143 Million
Other: $259 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 1,247
- Current Value $2.71 Billion
- Prior Value $2.88 Billion
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 68 stocks
- Additional Purchases 269 stocks
- Sold out of 0 stocks
- Reduced holdings in 335 stocks